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Need to Know: This fund manager is excited by turmoil and is snapping up energy companies, shopping malls and home builders. Need to Know March 28, 2023 View in Web Browser This fund manager is excited by turmoil and is snapping up energy companies, shopping malls and home builders. By Barbara Kollmeyer Critical information
Stocktake: Frenzied investors chase further gains Bullishness is at extreme levels, according to Investors’ Intelligence polls Tue, May 11, 2021, 00:00 Evidence continues to mount as to how bullish sentiment is right now. JPMorgan data shows stocks now account for 41 per cent of Americans’ total financial assets – the highest level in history. According to Topdown Charts’ Callum Thomas, an indicator tracking leveraged ETF trading, activity has now “moved into the risk zone”, while assets under management in leveraged ETFs is at all-time highs. Investors’ Intelligence polls, whi...