Extremes Are Everywhere

October 10, 2017 Zero Hedge 0

Authored by Lance Roberts via, This past weekend, I discussed what appears to be the markets ongoing melt-up toward its inevitable conclusion. Of course, that move is supported by the last of the “holdouts” […]

Active management

Human Traders Are Trouncing The Machines

October 10, 2017 Zero Hedge 0

The contemporary low volatility trading environment has been kind to actively managed equity funds – particularly if they piled into large-cap momentum stocks like Facebook and Amazon, which have been responsible for the bulk of […]


Weekend Reading: Bull Market In Complacency

October 6, 2017 Zero Hedge 0

Authored by Lance Roberts via, With the market recently breaking above 2500, there seems to be nothing to dampen the bullish exuberance. The recent run, which has largely been focused on areas in the […]

Active management

Warning: Danger Lurks Here

September 27, 2017 Zero Hedge 0

By Chris at Take a look at the volume of stocks listed vs. indexes listed going all the way back to the days of bellbottoms, loud hair, and orange wallpaper. Since 1995, the supply of […]


Speculative Positioning Is Back To Extremes

August 15, 2017 Zero Hedge 0

Authored by Lance Roberts via, In this past weekend’s missive I wrote: “So…Should I “Buy The F*$(@!# NOKO?” My best guess currently is – probably. But not yet.” “In our portfolios, we will wait for confirmation the current […]