The Insider Report: The Two Way Tape Continues as Bears Hold Firm

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The Insider Report: The Two Way Tape Continues as Bears Hold Firm

Benzinga_recent_news03-01 22:47

There are various indicators out there that traders can use to help measure sentiment. There's the classic CNN "Fear and Greed" indicator, the AAII Investor Sentiment survey, Put:Call data, and ...

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There's the classic CNN \"Fear and Greed\" indicator, the AAII Investor Sentiment survey, Put:Call data, and ...</p>\n\n<a href=\"https://www.benzinga.com/opinion/26/03/50954464/the-insider-report-the-two-way-tape-continues-as-bears-hold-firm\">Source Link</a>\n\n</div>\n","source":"benzinga_recent_news","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Insider Report: The Two Way Tape Continues as Bears Hold Firm</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Insider Report: The Two Way Tape Continues as Bears Hold Firm\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-01 22:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/opinion/26/03/50954464/the-insider-report-the-two-way-tape-continues-as-bears-hold-firm><strong>Benzinga_recent_news</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>There are various indicators out there that traders can use to help measure sentiment. There's the classic CNN \"Fear and Greed\" indicator, the AAII Investor Sentiment survey, Put:Call data, and ...</p>\n\n<a href=\"https://www.benzinga.com/opinion/26/03/50954464/the-insider-report-the-two-way-tape-continues-as-bears-hold-firm\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"SH","symbol_name":"做空标普500-Proshares","start_time":0,"source_url":"https://www.benzinga.com/opinion/26/03/50954464/the-insider-report-the-two-way-tape-continues-as-bears-hold-firm","article_id":"2616082024","we_media_id":null,"thumbnails":["https://cdn.benzinga.com/files/images/story/2026/03/01/Chart-Trading---Stock-Exchange---Economy.jpeg?optimize=medium&dpr=2&auto=webp&width=120"],"rights":{"source":"benzinga_recent_news","url":"https://www.benzinga.com/opinion/26/03/50954464/the-insider-report-the-two-way-tape-continues-as-bears-hold-firm","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2616082024","pubTimestamp":1772376420,"columns":[],"sourceInfo":{"source_id":"benzinga_recent_news","name":"Benzinga"},"weMediaInfo":null,"summary":"There are various indicators out there that traders can use to help measure sentiment. There's the classic CNN \"Fear and Greed\" indicator, the AAII Investor Sentiment survey, Put:Call data, and perhaps my favorite: social media.Across the board, fear seems to be the predominant emotion. We haven't gone full-blown panic or hysteria, but I would like to remind everyone that the Nasdaq topped out about four months ago. In other words, fear as an emotion is a bit late to the party.If anything, this level of fear could put a floor in stock prices. Could we have already bottomed?It's possible, but we're not fully out of the woods yet. We haven't seen confirmation based on sector leadership yet, but things are moving in the right direction. We're closer to the end of this correction than the beginning.Then, at the beginning of this year, the ratio broke down from a rounding top formation. It's now forming lower-lows and lower-highs, establishing a downtrend in favor of global stocks over U.S.","collect":0,"end_time":0,"defaultTopTitle":"benzinga.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"SH":"做空标普500-Proshares","LQD":"债券指数ETF-iShares iBoxx投资级公司债","BK4504":"桥水持仓","BK4559":"巴菲特持仓","BTC":"Grayscale Bitcoin Mini Trust","IEI":"iShares Barclays 3-7 Year Trea","BK4588":"碎股","BK4550":"红杉资本持仓","OEF":"标普100指数ETF-iShares","SDS":"两倍做空标普500 ETF-ProShares","OEX":"标普100","SPYI":"NEOS S&P 500 High Income ETF",".SPX":"S&P 500 Index","XLK":"高科技指数ETF-SPDR","IVV":"标普500ETF-iShares","XLY":"消费品指数ETF-SPDR可选消费品","BK4561":"索罗斯持仓","SPXU":"三倍做空标普500ETF-ProShares","XLC":"Communication Services Select Sector SPDR Fund","BK4581":"高盛持仓","BK4570":"地缘局势概念股","SSO":"2倍做多标普500ETF-ProShares","XLP":"消费品指数ETF-SPDR主要消费品","XLE":"SPDR能源指数ETF","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","SPY":"标普500ETF","VT":"世界全股市ETF-Vanguard","UPRO":"三倍做多标普500ETF-ProShares","XLF":"金融ETF"},"translate_title":"内幕报道：空头坚守，双向磁带仍在继续","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"XAUUSD.FOREX":1.63,"ESmain":0.6,"LQD":1.61,"OEX":0.6,"XLF":1.61,"SSO":0.6,"SPYI":0.6,"IVV":0.6,"VT":1.63,"UPRO":0.6,"BTC":1.67,"SH":0.6,".SPX":1.63,"SPY":1.63,"IEI":1.61,"XLY":1.61,"XLK":1.61,"OEF":0.6,"XLE":1.61,"XLP":1.61,"SPXU":0.6,"XLC":1.61,"MESmain":0.6,"SDS":0.6},"content_text":"There are various indicators out there that traders can use to help measure sentiment. There's the classic CNN \"Fear and Greed\" indicator, the AAII Investor Sentiment survey, Put:Call data, and perhaps my favorite: social media.\nAcross the board, fear seems to be the predominant emotion. We haven't gone full-blown panic or hysteria, but I would like to remind everyone that the Nasdaq topped out about four months ago. In other words, fear as an emotion is a bit late to the party.\nIf anything, this level of fear could put a floor in stock prices. Could we have already bottomed? It's possible, but we're not fully out of the woods yet. We haven't seen confirmation based on sector leadership yet, but things are moving in the right direction. We're closer to the end of this correction than the beginning.\nIt's a big week to gauge the health of the consumer. At the end of the day, you can't buy anything if you don't have a job. The labor market has been outperforming despite more and more headlines about mass layoffs from major companies.\nLonger-term rates have been coming down, which has flattened out the yield curve somewhat. If wage data or employment data comes in soft, it could entice the Fed to act sooner than expected. Currently, expectations for the next rate cut are all the way out in July.\nIf anything, I'd look for this rate cut to be moved up to June or even late-April. The longer the Fed holds off with long-term rates dropping the way they are, the more pressure it puts on the economy.\nThe sector leadership stabilized a bit last week. We're still not out of the woods, and while bears still have the upper hand, it looks like we're on the final weeks of defensive leadership before a rotation back into growth takes place.\nAs long as sectors like communications (XLC), technology (XLK), financials (XLF), and consumer discretionary (XLY) are at the bottom of the pack, bulls are going to struggle to send indices to new all-time highs.\nStill, there's a very wide performance gap between those growth sectors and energy (XLE), for example. It would be best to see energy's outperformance tempered in the coming weeks, and especially a sector like consumer staples (XLP).\nEditor's Note: Utilities coming back could be an early-power signal for Tech and AI.\nThe unwind of U.S. stocks outperforming the rest of the world has sent shockwaves throughout markets. And it doesn't look like this trade is over – far from it – it looks like we're still in the early stages.\nI'm looking at the ratio here between the S&P 500 (SPY) and a basket of global stocks (VT). This ratio actually topped out back in December 2024, which means global stocks have outperformed U.S. stocks ever since.\nThen, at the beginning of this year, the ratio broke down from a rounding top formation. It's now forming lower-lows and lower-highs, establishing a downtrend in favor of global stocks over U.S. stocks. Without international exposure, you're missing out on alpha right now.\nFew asset classes evoke emotional reactions out of their followers than crypto or precious metals. The truth is, there's a time and place for both crypto and metals within ones portfolio, and over the past year or so, metals have been the much better play.\nThis ratio compares Bitcoin (BTC) to gold (GLD). The ratio topped out back in December 2024, and absolutely collapsed in favor of gold over the past year. Cryptos have been in a terrible bear market while metals have exploded to new all-time highs.\nHowever, we cannot ignore how the ratio is back to levels not seen since 2023. In other words, Bitcoin is as cheap to gold as it was back in 2023. This was right around the time Bitcoin went on to appreciate nearly 700% in the span of two years. I don't think a similar move is imminent, but a big buying opportunity in crypto is coming.\nIt's always important to remember that the smart money dabbles more in the bond market compared to the stock market. Given the range bound activity we've seen in stocks over the past few months, bonds have offered a level-headed interpretation of exactly what's going on.\nThis week, I'm looking at the ratio between investment-grade corporate debt (LQD) and 3-7 Year Treasuries (IEI). This ratio has trading within massive saucer formation for years. Saucers are momentum patterns, and typically favor resolutions to the upside in time, but realistically, we're unlikely to see a big break unless the Fed moves sometime soon.\nSince late-October, this ratio has been steadily drifting lower. But it hasn't collapsed, and this fact alone has prevented stocks from experiencing a sharp decline. If credit spreads blow out, it opens the door for a sharp pullback and reset in stocks. If it starts to climb higher meaningfully again, then kiss your correction goodbye.\nIt was an interesting week for cryptocurrencies, as notable short squeezes played out in numerous names. But if we zoom out and look at the greater technical picture, it becomes pretty clear that nothing has changed.\nBitcoin is still consolidating its losses within a rectangle formation. In fact, an argument can be made that its flagging within a bear flag formation, which is one of the most bearish patterns in all of technical analysis.\nThis pattern leaves the door open for a final decline as low as 45,000-55,000. It would take a rally back above 78,000-80,000 to signal that momentum is shifting back in favor of the bulls. There's no need to rush in this tape.\nLegal Disclosures:\nThis communication is provided for information purposes only. \nTo add Benzinga News as your preferred source on Google, click here.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}