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The latest warning sign on US equities came from the recent issue of Barron’s. A recent survey of big money managers showed extreme bullish sentiment. 86% polled were bullish on stocks over the next six to 12 months while only 7% were pessimistic. Meanwhile only 11% were bullish on bonds. The cover of Barron’s emphasized … Continue reading
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Lately we’ve been writing about the negative correlation between the equity market and the precious metals market. This phenomenon has been in place since summer 2011 and has re emerged in the past few months. Since November 23, the S&P 500 is up 8% while the gold shares are down 14%, Silver has lost 11% … Continue reading
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In recent weeks we’ve written about the decoupling or negative correlation between the equity market and mining equities. As the miners take a hard turn lower and the S&P 500 continues higher, this current trend is all the more obvious. At the same time, commodity prices have been in a cyclical bear and have struggled … Continue reading
