UST US Treasury bonds Loading... : Investor Sentiment and Bull/Bear Views
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Price change since each call, adjusted for long/short direction. Results calculated:
Feed
Time
Author
Thesis
Company / ticker
Signal
Since call
Position
Source
16:17
Sep 21
Sep 21
Bloomberg Markets
US economy poised to keep growing
He has been optimistic on the US all year: the economy is doing well and is staged to keep growing, supported by stimulative monetary and fiscal policy, wealth effects from the equity rally, AI-driven investment demand, and a resilient consumer. The Fed's rate hike is good news because it shows the Fed is embracing the optimistic narrative and is willing to use its tools to keep the expansion healthy and balanced.
UST
US Treasury bonds
Long
1ST
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17:13
Aug 29
Aug 29
Top Traders Unplugged
Diversify globally beyond concentrated US market.
Booth notes that the US market has become concentrated in the largest stocks, such as the Magnificent Seven. He says a global portfolio of US and non-US equities does not have nearly that concentration, so investors should diversify globally rather than own only US large-cap concentrations.
UST
US Treasury bonds
Long
1ST
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—
04:35
Aug 11
Aug 11
Bloomberg Markets
AI stocks remain attractive after correction
After the July AI correction driven by crowded leveraged positioning, AI fundamentals remain strong with robust earnings and reasonable valuations. She sees good opportunities in the AI theme, especially in US, North Asia, Korea, and Taiwan equities, both in hyperscalers and upstream build-out.
UST
US Treasury bonds
Long
1ST
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About UST Investor Commentary
Across the available history and selected sources, Buzzberg tracks UST (US Treasury bonds) across 10 sources: 9 bullish vs 3 bearish calls from 22 authors. Historical directional balance: 21% = 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. 29 total trade ideas tracked. Latest voices: James Egelhof, David Booth, Grace Tam.