Lars Kreckel
@kreckellars.bsky.social
20+ years in macro markets, buy-side & sell-side, still trying to make sense of it all
What are asset managers buying—and fading?
The Buy-Side Sentiment Tracker breaks it down.
The latest views from 41 top asset managers, offering insights into consensus positioning across 70 assets, with over 1100 individual views.
#SentimentMatters
The Buy-Side Sentiment Tracker breaks it down.
The latest views from 41 top asset managers, offering insights into consensus positioning across 70 assets, with over 1100 individual views.
#SentimentMatters
September 15, 2025 at 10:35 AM
What are asset managers buying—and fading?
The Buy-Side Sentiment Tracker breaks it down.
The latest views from 41 top asset managers, offering insights into consensus positioning across 70 assets, with over 1100 individual views.
#SentimentMatters
The Buy-Side Sentiment Tracker breaks it down.
The latest views from 41 top asset managers, offering insights into consensus positioning across 70 assets, with over 1100 individual views.
#SentimentMatters
Bitcoin above $100k, but CFTC positioning data shows little bullishness. These indicators have been poor predictors of returns. I rate them 0.5 out of 3.
(1/4)
macroequity.substack.com/p/bitcoin-se...
(1/4)
macroequity.substack.com/p/bitcoin-se...
Bitcoin Sentiment and CFTC Positioning
Not all Sentiment Indicators are created equal, Part 8
macroequity.substack.com
December 12, 2024 at 4:00 PM
Bitcoin above $100k, but CFTC positioning data shows little bullishness. These indicators have been poor predictors of returns. I rate them 0.5 out of 3.
(1/4)
macroequity.substack.com/p/bitcoin-se...
(1/4)
macroequity.substack.com/p/bitcoin-se...
Americans are more bullish on equities than ever, which has historically been bad news for future returns. I rate this indicator 1.5 out of 3.
Go deeper
macroequity.substack.com/p/super-bull...
Go deeper
macroequity.substack.com/p/super-bull...
December 10, 2024 at 2:57 PM
Americans are more bullish on equities than ever, which has historically been bad news for future returns. I rate this indicator 1.5 out of 3.
Go deeper
macroequity.substack.com/p/super-bull...
Go deeper
macroequity.substack.com/p/super-bull...