The big story in January was the dramatic resurgence of investors’ “animal spirits” following the Federal Reserve’s apparent policy pivot last month. This shift ushered in the fastest easing of financial conditions on record (from BofA Global Research/Barchart via X)… Posted onJanuary 28, 2024August 29, 2024AuthorPorter & Co.
Surveys show professional investors are once again extremely bullish, with sentiment surpassing even the peak of the previous bull market in 2021 (from Consensus/Jim Bianco via X)… Posted onJanuary 28, 2024August 29, 2024AuthorPorter & Co.
Data suggest Individual investors are even more bullish, with 80% of respondents expecting the broad market to end the year higher. By this measure, mom-and-pop investors are more bullish than they’ve been anytime since March 2007, nearly a year before the Great Financial Crisis began (from Yale School of Management via Yahoo Finance)… Posted onJanuary 28, 2024August 29, 2024AuthorPorter & Co.
