The FT’s Alphaville published an interesting article today highlighting a piece by Gluskin Sheff’s chief economist and strategist David Rosenberg that set out to answer the question; who is buying into the current rally? I think the piece is both timely and informative, and I recommend you give it a read: Just who is buying […]
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Potential Market Negatives
For the next part of my highly overdue ‘Potential Market Negatives’ series, I wanted to highlight recently elevated amounts of insider selling. Insider buying peaked at March while the market was at or very close to interim lows, however, since then buying has shifted to net selling (see chart). This could of course be due […]
For the next part of my ‘Potential Market Negative’ series I wanted to take a look at short interest on the NYSE. This summer’s rally has begun squeezing out a good number of shorts from the market, reducing the short interest on the NYSE to around 14bn shares in July from over 16bn shares in […]
I wanted to do a quick series highlighting and quantifying some concerns facing investors over the coming months. For the first part of this series I wanted to highlight monthly equity performance, as tracked by the S&P500 total return index, from 1993 through today. September has the dubious distinction of being known as the worst […]