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May 23
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Mosaic Asset Company's avatar

Thanks for the comment.

Referencing the output of CNN's F&G Index wasn't intended as an endorsement of the organization if taken that way.

I look at sentiment 3 ways: market based indicators, investor surveys (like AAII), and positioning (like CoT and NAAIM).

CNN's F&G Index is made up of several market-based metrics, which is why I track it.

I also frequently say in my reports that sentiment is not a good signal on its own (as you highlight) but is a condition. When bearish sentiment shows up w/ positive breadth divergences, that's a good thing. Bullish sentiment with negative breadth divergences is a bad thing, which is why I'm pointing it out in this report. Hope that helps clear up the analysis.

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Mosaic Asset Company's avatar

All good...I appreciate constructive debate around differing views!

I'll check out your post when I get a chance.

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