sentix ASR Essentials 33-2017

Written by Manfred Hübner | 20 August 2017
Posted in sentix Weekly

$1300 remains a key test of investor sentiment on Gold

The latest sentix survey points to a pick-up in sentiment towards commodities as an asset class over the past month, with readings reaching their highest level since Q1. However, at a market level, investors have become less optimistic on the near-term outlook for Gold, with headline survey readings dropping back from the previous week’s highly elevated sentiment levels. The good news for Gold is that near-term concerns have not de-railed the recent improvement in survey participants’ mediumterm strategic bias on the metal. The bad news is that $1300 remains a notable test of investors’ sentiment towards Gold. See Charts 2-4, p2.

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Bitcoin-Wahnsinn ohne Ende

Written by Manfred Hübner | 15 August 2017
Posted in Woolly thoughts (blog)

There are no translations available.

Bitte nicht ausrutschen! Bitcoin & Co. sind gefährlich. Was denken sich eigentlich die Leute, wenn sie in Bitcoin investieren? Ist es die Suche nach dem ultimativen, alternativen Geld? Einige, die ihr Geld vermeintlich in Bitcoin investieren, glauben sicherlich an die Idee des manipulationssicheren, inflationsfreien Alternativ-Geldes. Doch bei den allermeisten dürfte es sich inzwischen um nichts anderes als blanke Gier handeln.

sentix Investmentmeinung 32-2017

Written by Manfred Hübner | 14 August 2017
Posted in sentix Weekly

There are no translations available.

Typisch August

Im aktuellen Datenkranz messen wir reihenweise negative Sentiment-Extreme. Die Stimmungsindikatoren signalisieren damit eine gehörige Portion Angst vor kurzfristig fallenden Kursen. Typisch August, ist man geneigt zu sagen. Denn in den letzten 10 Jahren gab es kaum ein Jahr ohne August-Angst. Wie gut stehen die Chancen auf Kursgewinne?

Geänderte Einschätzungen: S&P 500, Gold

Klicken Sie hier für die aktuelle Investmentmeinung (sentix Registrierung erforderlich)

Equity sentiment on panic levels

Written by Manfred Hübner | 14 August 2017
Posted in Special research

The slap-bangling of the two conspicuous presidents Donald Trump and Kim Jong Un has massively clouded the mood on the markets. The sentix sentiment has fallen to the lowest level for two years in important markets. Con-trarians stop, because such a bad mood promises a positive price outlook. Is 2017 the history of 2013?

sentix ASR Essentials 32-2017

Written by Manfred Hübner | 13 August 2017
Posted in sentix Weekly

Sentiment poles apart on Equities versus Gold

The latest sentix survey provides a unique insight into investors’ opinion of markets at the end of a turbulent week. A bout of ‘risk-off’ can be seen in survey responses on sector preferences, with Autos pessimism versus the market reaching historic extremes, while sentiment has sharply improved towards Utilities. At the same time, sentiment on the near-term outlook for Gold has reached the high-end of its historic range. In contrast, investor sentiment on equities has also fallen to the low-end of its historic range. Interestingly, however, near-term pessimism has not undermined investors’ increasingly positive medium-term strategic bias on equities. Geo-political concerns appear to have shaken investors’ confidence on the near-term, but have not stirred them to re-assess their upbeat views on the medium-term outlook for equity markets. See page 2 and 3 for charts.