Cash is gone, optimism is at 1987 levels, 500 billion has chased passive equities - the herd is back all-in.
The sheep are "all-in"Gordon Gekko warned that sheep get slaughtered. The herd may want to listen. Fund managers are back in US equities, cash has collapsed to near-record lows and optimism is flirting with 1987 levels. The herd has rarely looked this comfortable.FMS cash drops to 3.5%
BTC is historically overbought. Gold is going parabolic. Fund managers are back overweight US equities with cash at 3.5%. Cash…
"The bull capitulation is almost complete, and early June is now ripe for profit-taking, with bond yields set to determine the…
Mutual fund managers reduced cash in equity portfolios to a five-year low. This move utilized recent stock declines in banking…
The money manager sees speculative excess in AI-related stocks and data-center investments, cautioning that momentum investing…
Even Goldman is starting to wonder if the great momentum meltdown may be the start of something much bigger
The share of portfolios in cash fell to a record low 3.3% in December, according to the bank's Global Fund Manager survey.
