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How To Find the Biggest Winners

The Compound and Friends

NOTE

**Market Sentiment Surveys. Bearish sentiment matters more than bullish sentiment. **

JP Morgan and Deutsche Bank are bearish on the year, with most firms also having a pessimistic outlook on banks. Consumer sentiment remains low despite record highs in Dow, S&P 500, and NASDAQ, suggesting a disconnect between sentiment and market performance. The survey data indicates that older respondents and political bias might affect sentiment responses. Bearish sentiment surveys are more accurate than bullish sentiment measures, and high bullish sentiment does not necessarily indicate a sell signal.

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