I write a daily column for https://pro.thestreet.com/author/helene-meisler on the markets. Worked at Cowen, GS, Cargill. Former Asian Expat: S'pore & Shanghai. Tennis fan. Love to cook.
Helene Meisler
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I am so proud of George for drawing in this channel. It's a good one.
The password of the week:
Surcharge
How hedged up are folks?
The ETF put/call ratio's 21 dma is now higher than during the Tariff Tantrum.
Ahhh.
Last week she was 'just buy'. Now she has a list of caveats.
This is my pinned tweet in real time
Okay, a week ago he was bullish. Now he says we are 90-95% through the decline.
And nails on a blackboard to me...when a professional cites the AAII survey.
Do you think he knows it's 300 old people who they are surveying?
Re AAII....Here is the last year+
In Feb 2024 bears were over 60% and everyone was citing this as bullish.
IMHO it's best used when confirmed elsewhere (preferably with something that doesn't use it as an input)
Here comes Tom Lee on CNBC
This will be interesting.