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Big Ticket Investors Ease Off A Little Global Demand for Added Equity Exposure Drops

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Big Ticket Investors Ease Off A Little Global Demand for Added Equity Exposure Drops

 

 

 

 

Are you planning to be a net buyer in the near term 3 months? (Net buyer means own more $ in equities than you do today.)

 

January 24th 2024 – Yes = 51% (53% – January 8th 2024)
January 24th 2024 – No = 49% (47% – At January 8th 2024)

 

 

Likelihood Of A Recession Consensus This Year All Investors

January 24th 2024 = 37%

 

Rising/falling demand for stocks is estimated through Brendan Wood’s daily personal debriefs with big cap investors. Approximately 2000 yearly discussions with managers overseeing +/-$60 trillion, estimate quality and demand, stock by stock, across 1400 large cap investment targets. The aggregated findings aim to broadly anticipate the forthcoming net increasing or decreasing demand.


TopGun Names:

Microsoft Corp.
Mastercard Inc.
Alphabet Inc

Progressive Corp

CrowdStrike Holdings Inc

UnitedHealth Group Inc.
Danaher Corp.

ASML Holdings NV
Home Depot Inc
Visa Inc.

 

 

About Brendan Wood International:

 

 

Brendan Wood International (BWI), formed in 1970, is a private advisory group which originates performance investigation programs in the capital markets. Brendan Wood Partners debrief large institutional investors worldwide on a daily basis. There are 2000+ live consultations with professionals overseeing +/- $60 trillion invested in the +/- 1400 big cap companies on the BWI Index. Relying on its real time performance intelligence, BWI advises public companies, institutional and activist investors, investment banks and broker dealers on strategy, performance and recruitment of TopGun talent. The firm’s partners have formally presented at 1000+ C level strategy meetings and corporate off-sites in fifty cities. Brendan Wood founded the exclusive TopGun Club, a performance based institution. Brendan Wood International is the research provider and sub-advisor to the Brendan Wood TopGun ETF (Ticker: BWTG)

 

Posted January 25, 2024

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