Credit Suisse: Clients Say They Are "Lost", Sentiment At Record Low

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Mark Melin
Published on
Updated on

The Wall Street “consensus” is something that certain hedge fund players identify so as they can look for opportunity against the grain. There are certain signals that can point to an overwhelming mainstream thought being the trigger for a mean reversion trade. Many institutional investors, however, find safety in the consensus and flock to trades and investment ideas coveted by the crowd. While it is popular to speak out against the “consensus,” it is often a more difficult strategy to execute in practice. Credit Suisse, out with a Global Equity Strategy report Thursday titled “Where is the consensus now?” points…

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Mark Melin is an alternative investment practitioner whose specialty is recognizing the impact of beta market environment on a technical trading strategy. A portfolio and industry consultant, wrote or edited three books including High Performance Managed Futures (Wiley 2010) and The Chicago Board of Trade’s Handbook of Futures and Options (McGraw-Hill 2008) and taught a course at Northwestern University's executive education program.