US assets Loading... : Investor Sentiment and Bull/Bear Views
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Price change since each call, adjusted for long/short direction. Results calculated:
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22:29
Jan 28
Jan 28
Sell-America trade is wrong; buy US assets
The sell-America trade is hogwash: global investors are not diversifying away from US assets, and the depth and size of the US market make it the best place to exercise fiduciary duty.
HIGH
21:57
Jan 28
Jan 28
Sell America is hogwash.
He dismisses the sell-America trade as hogwash, saying clients are not diversifying away materially and that the breadth, depth, and size of US markets make them the best place to exercise fiduciary duty.
HIGH
17:52
Jan 26
Jan 26
Stay invested in U.S. assets.
She expects a range-bound but volatile dollar and says the right posture is to stay invested in U.S. assets for growth while diversifying geographically, by sector, and by currency into other markets.
MED
15:44
Jan 21
Jan 21
Don't bet against US, dollar.
Ermotti says diversifying away from the US and the dollar is a dangerous bet because the US remains the strongest economy with the highest level of innovation; any major allocation should at most adjust US weights, not abandon them.
HIGH
13:54
Jan 21
Jan 21
Don't bet against US assets or dollar.
Ermotti argues that while investors can tweak US weightings, diversifying away from the US and the dollar is a dangerous bet because the US remains the strongest economy with the highest innovation and is still the top destination for capital in CEO surveys.
HIGH
22:13
Jan 20
Jan 20
Sell-America trade overblown; US still favored.
Julian Emanuel argues the sell-America trade is overblown because the US remains the prime destination for global capital and the long-awaited global portfolio reallocation away from US assets is only beginning and moving slowly.
MED
16:06
Jan 20
Jan 20
Don't bet against US assets.
Fraser is not convinced by the 'sell US' narrative. She says the market is reacting immediately to geopolitical headlines, but investor attitude toward US assets has not changed, and there is nowhere else to go. The US is operating from a position of strength, with a strong consumer, strong innovation and entrepreneurship, active M&A/IPO discussions, and productivity improvements, so she would not bet against US assets.
HIGH
12:22
Jan 20
Jan 20
US reliable partner; own US assets.
Bessent rejects the media narrative that Europeans will sell US assets because the US is an unreliable partner. He asserts that the US is a reliable partner, implying that US assets should remain supported despite geopolitical noise.
MED
20:00
Jan 18
Jan 18
PIMCO diversifies away from US assets
PIMCO, managing $2.2 trillion, has reportedly begun a multi-year diversification away from US assets because of unpredictability in the administration's governance. If this capital flight gains momentum, Treasury issuance tactics will not keep rates low, and the US could face a stagflationary trap, making broad US assets less attractive.
MED
15:49
Jan 12
Jan 12
Stay invested in US assets
Despite political and institutional risks, the US is using state capitalism and massive strategic-sector investment, and record foreign inflows continue as long as inflation stays contained. This makes it hard not to stay invested in US assets.
HIGH
About US assets Investor Commentary
Across the available history and selected sources, Buzzberg tracks US assets across 4 sources: 9 bullish vs 0 bearish calls from 8 authors. Historical directional balance: 90% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 10 total trade ideas tracked. Latest voices: Bob Michele, Lauren Goodwin, Sergio Ermotti.