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This article was first published on blog.estimize.com

Welcome to the August 18 edition of This Week on Estimize. We are pleased to be joined by Ryan Detrick, portfolio manager and former chief market strategist at Schaeffer’s Investment Research. In this episode, Leigh and Ryan discuss the negative readings for certain sentiment indicators such as AAII, the incredible dispersion currently seen amongst sectors, and then factors that will affect Q3 earnings season such as China’s downturn and the massive decline in commodities prices for gold, copper and oil.

The breakdown of topics discussed, times, and corresponding charts:

1. Very strong negative read on AAII (3:50)

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2. Incredible dispersion amongst and within sectors (7:45)

3. DJI index trading in tightest range ever at this point in the year (10:35)

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4. Readings from other sentiment indicators: (12:10)

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5. Does China matter to US markets? (13:30)

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6. Commodities: gold, copper and oil all in dire straits (21:15)

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