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Newsletter Issue 9: Oversold Bond Market 26 Aug 2013 | 08:41 pm
"Some readers will surely be wondering what a brief historical story of Marie-Antoinette has to do with the global economy and financial asset markets. Interest rates in the United States, the larges...
Weekend Sentiment Summary (August Week 4) 25 Aug 2013 | 02:56 pm
Equities Last weeks sentiment update was not posted as I was tied up with other more urgent matters. I hope you enjoy this weeks in depth update and also stay on the look out for the new issue of the...
Interesting Interview: Dr Marc Faber's Perspectives 20 Aug 2013 | 05:00 pm
Published on Aug 1, 2013 Marc Faber is an economic authority on global macroeconomics, capital markets, and investment and the Editor & Publisher of "The Gloom Boom & Doom Report". He spoke with The P...
Chart Of The Day: Coffee Bottoming Out? 17 Aug 2013 | 10:15 am
Chart 1: Hedge funds remain extremely negative on Coffee prices Source: Short Side of Long I do not own any positions in Coffee right now. Having said that, the price has dropped so much and the bea...
Weekend Sentiment Summary (August Week 2) 12 Aug 2013 | 05:46 pm
Equities AAII survey readings came in at 40% bulls and 27% bears. Bullish readings fell by 4% while bearish readings rose by 2%. The AAII bull ratio (4 week average) currently stands at 64%, which in...
Weekend Sentiment Summary (August Week 1) 5 Aug 2013 | 12:55 pm
Equities I've discussed this one before, but it is worth mentioning it again. This week Bloomberg ran an interesting topic about the "skyscraper curse" and the recent plan to construct the world's ta...
Chart Of The Day: Another Look At Crude 1 Aug 2013 | 10:35 am
Chart 1: Crude Oil has broken out, with hedge funds at huge net longs! Source: Short Side of Long Just a quick update on energy prices. In late June, I wrote a quick chart of the day update post reg...
Weekend Sentiment Summary (July Week 4) 30 Jul 2013 | 09:53 am
Equities Sorry for a bit of a late update (usually posted on the weekend), but lets get straight into it... AAII survey readings came in at 45% bulls and 23% bears. Bullish readings fell by 3% while...
Newsletter Issue 8: US Equities Are Not A Buy! 26 Jul 2013 | 03:00 pm
A new sentiment update will be posted up sometime this weekend (either Saturday or Sunday). In the meantime, enjoy the new issue of the Short Side of Long newsletter and have a wonderful weekend! New...
Weekend Sentiment Summary (July Week 3) 22 Jul 2013 | 12:25 pm
Equities AAII survey readings came in at 48% bulls and 21% bears. Bullish readings fell by 1% while bearish readings rose by 3%. The AAII bull ratio currently stands at 70%, which still indicates ext...
