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Non-Tech : Kirk's Market Thoughts
COHR 134.64+4.6%Nov 5 3:59 PM EST

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To: #Breeze who wrote (26139)10/5/2025 5:57:37 PM
From: CrashDavis   of 26422
 
Thanks for the Russell chart, breeze.

I don't pay attention to what professional money managers are doing, but i heard a few people on CNBC suggesting that about 75% of managers are underperforming this year. They sold some longs during that early April tariff tantrum and were probably waiting for some Trump related selloff or the normal Sept-Oct correction to reload.

Makes sense that underperforming managers would try to catch up using smaller high beta stocks. Gonna be an interesting final 12-13 weeks to 2025
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