BentinPartner Advisers

Purpose of the Analysis: Financial futures are a “Zero Sum game”. Somebody’s gains is somebody else’s loss.The positioning and change in...

More than the 2.2% drop in the S&P 500 and the coordinated nature of the global equity market selloff (across sectors and...

Our Confidometer assesses global risk conditions using a mixture of sentiment, option prices, investment flows and margin debt data to...

The market response to yesterday’s highly expected FOMC rate hike of 25bps and move up in the dot plots was somewhat confusing. The...

US Stocks stabilized despite Facebook still closing down 2.5% and Oracle and Twitter both dropping 10%. European shares also gained +0.5%...

Our Confidometer assesses global risk conditions using a mixture of sentiment, option prices, investment flows and margin debt data to...

US Stocks pulled back on Monday as the worst decline in five years in Facebook (-7%, breaking its 200dMa) pressured the technology...

Purpose of the Analysis: Financial futures are a “Zero Sum game”. Somebody’s gains is somebody else’s loss.The positioning and change in...

Strong industrial production data were not enough to offset the unease coming from the White House constant reshuffling. US stocks  ended...

Yesterday all three major us indices closed mostly unchanged after erasing some early gains. Eurostoxx recovered 0.6% and the Dax +0.9%....

The initial push higher in US stocks yesterday was quickly sold after a disappointing retail sales and stronger than expected PPI...

No fear or pricing thereof. BentinPartner Advisers, Basel There is more to our research than the Daily Close, the Confidometer and our...

After being resilient for most of the day despite weaker European markets, US stocks finally surrendered to bears towards the close,...

German shares took in stride the week end news that D. Trump might push forward with not only tariffs on aluminum and steel but all sorts...

Highlights of last week’s report * Last week’s FX Commitment of traders report showed no major (defined as >10k in net or gross...

Friday’s US job numbers offered a taste of “not too hot and not to cold” Goldilocks US economy showing stronger than expected job growth...

The ECB signalled yesterday its QE program would most likely end in 2018 but this was not deemed hawkish enough, sending bonds and stocks...

We suggested some iron pumping would be necessary to bring the market afloat after the 30 points s&p500 drawdown that followed G. Cohn’s...

Don’t worry. Be Happy. Purpose of the Analysis: The Confidometer evaluates market sentiment looking at several gauges of volatility (vix...

Equity markets erred directionless, failing on each side of a push lower and down yesterday, still adding 0.2% for most US and...