Kicking off the week with us on Talking Markets is Tommy Thornton, founder of Hedge Fund Telemetry. With markets hitting new highs and headlines touting “constructive” US–China trade talks, optimism is everywhere... but sentiment may be running too hot. Tommy joins Maggie Lake to explain why his Daily Sentiment Index shows the S&P back near extreme bullish levels, even as the CNN Fear & Greed Index tells a different story. We also dig into what’s happening in tech, where his short positions stand now, and how credit markets are behaving beneath the surface.Follow Tommy on Substack: https://hedgefundtelemetry.substack.com/Connect with us on Substack: https://themarkethouse.substack.com/Connect with us on Twitter: https://x.com/the_markethouse*We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.

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“What did the council decide on item 42?” — answered with the speaker and the moment.