Who changed their mind

Money managers and strategists who reversed a public position: what they said before, what they say now, and how long they held the old view. From podcasts, TV, interviews and letters.

A flip is one named person reversing direction on one theme, each side dated to the appearance it came from. Reversals less than seven days apart are withheld as likely extraction errors (52 of them); the rest are real changes of mind over the last 90 days.

116 reversals on record.

• Stephen WeissFounder, Short Hills Capital PartnersGOOGL: bullish → bearish2026-10-26 → 2026-11-02 · after 7 days
• Stephen WeissFounder, Short Hills Capital PartnersBIG_TECH: bullish → bearish2025-12-31 → 2026-11-02 · after 306 days
• Jim LebenthalPartner, Cerity PartnersAAPL: bearish → bullish2026-08-11 → 2026-11-02 · after 83 days
• Felix JauvinCo-host, Forward Guidance (Blockworks)BITCOIN: bullish → bearish2026-08-27 → 2026-10-31 · after 65 days
• Felix JauvinCo-host, Forward Guidance (Blockworks)AI_INFRA: bullish → bearish2026-10-16 → 2026-10-31 · after 15 days
• Warren PiesCo-founder, 3Fourteen ResearchSPX: bullish → bearish2026-10-16 → 2026-10-30 · after 14 days
• Kenny PolcariChief market strategist, SlateStone WealthGOLD: bullish → bearish2025-01-09 → 2026-10-30 · after 659 days
• Darius DaleFounder & CEO, 42 MacroSPX: bullish → bearish2026-09-13 → 2026-10-30 · after 47 days
• Tim SeymourCIO, Seymour Asset ManagementINTC: bullish → bearish2023-03-29 → 2026-10-29 · after 1,310 days
• Jim LebenthalPartner, Cerity PartnersGOOGL: bullish → bearish2025-06-16 → 2026-10-29 · after 500 days
• Rob SechanCo-founder & CEO, NewEdge WealthUSTS: bearish → bullish2026-10-16 → 2026-10-29 · after 13 days
• Adam ParkerFounder & CEO, Trivariate ResearchSPX: bearish → bullish2024-11-15 → 2026-10-28 · after 712 days
• Jim CramerHost, CNBC's Mad MoneyCMG: bearish → bullish2025-10-27 → 2026-10-28 · after 366 days
• Eddie GhabourCo-founder & CEO, Key Advisors Wealth ManagementSPX: bearish → bullish2026-03-18 → 2026-10-27 · after 223 days
• Mike WilsonChief US Equity Strategist, Morgan StanleyLONG_DUR_TREASURIES: bearish → bullish2026-09-09 → 2026-10-27 · after 48 days
• Jeff deGraafFounder & Chairman, Renaissance Macro ResearchSPX: bearish → bullish2025-04-22 → 2026-10-26 · after 552 days
• Jim CramerHost, CNBC's Mad MoneyMETA: bullish → bearish2026-10-19 → 2026-10-26 · after 7 days
• Savita SubramanianHead of US Equity Strategy, BofABIG_TECH: bullish → bearish2026-09-17 → 2026-10-26 · after 39 days
• Max KettnerChief multi-asset strategist, HSBCUSTS: bearish → bullish2026-10-19 → 2026-10-26 · after 7 days
• Whitney TilsonFormer hedge fund manager — T2 PartnersSPX: bullish → bearish2020-03-18 → 2026-10-23 · after 2,410 days
• Vincent DeluardGlobal Macro Strategist, StoneXSPX: bullish → bearish2025-08-04 → 2026-10-23 · after 445 days
• Stephanie LinkChief Investment Strategist, HightowerMETA: bearish → bullish2026-08-18 → 2026-10-23 · after 66 days
• Cameron DawsonCIO, NewEdge WealthBANKS: bullish → bearish2026-06-25 → 2026-10-23 · after 120 days
• Michael HowellLiquidity strategist — CrossBorder CapitalUSD: bearish → bullish2026-08-21 → 2026-10-23 · after 63 days
• Cameron DawsonCIO, NewEdge WealthAI_INFRA: bullish → bearish2026-10-14 → 2026-10-23 · after 9 days
• Patrick CeresnaCo-host, MacroVoices & Market HuddleURANIUM: bullish → bearish2026-09-10 → 2026-10-22 · after 42 days
• Howard MarksCo-chairman, Oaktree CapitalUSTS: bearish → bullish2026-03-18 → 2026-10-22 · after 218 days
• Patrick CeresnaCo-host, MacroVoices & Market HuddleGOLD: bullish → bearish2026-10-01 → 2026-10-22 · after 21 days
• Bryn TalkingtonManaging Partner, Requisite CapitalTSLA: bearish → bullish2022-10-17 → 2026-10-21 · after 1,465 days
• Jens NordvigFounder & CEO, Exante DataUSD: bearish → bullish2025-07-26 → 2026-10-20 · after 451 days
• Jason TrennertChairman & CEO, Strategas Research PartnersLONG_DUR_TREASURIES: bullish → bearish2026-08-25 → 2026-10-20 · after 56 days
• Keith McculloughCEO & Founder, Hedgeye Risk ManagementLONG_DUR_TREASURIES: bullish → bearish2022-04-25 → 2026-10-19 · after 1,638 days
• Peter BoockvarCIO, OnePoint BFG Wealth PartnersLONG_DUR_TREASURIES: bearish → bullish2025-07-08 → 2026-10-19 · after 468 days
• Dan IvesTech analyst, Wedbush SecuritiesORCL: bullish → bearish2026-09-10 → 2026-10-19 · after 39 days
• Michael HowellLiquidity strategist — CrossBorder CapitalTECHNOLOGY STOCKS: bearish → bullish2026-03-19 → 2026-10-19 · after 214 days
• Chris HarveyHead of US equity strategy, CIBC Capital MarketsSPX: bearish → bullish2026-09-14 → 2026-10-19 · after 35 days
• Cem KarsanFounder & CIO, Kai Volatility AdvisorsSPX: bullish → bearish2026-09-29 → 2026-10-19 · after 20 days
• Laura MartinSenior internet & media analyst, Needham & CompanyNFLX: bearish → bullish2026-10-12 → 2026-10-19 · after 7 days
• Michael HowellLiquidity strategist — CrossBorder CapitalUSTS: bearish → bullish2026-09-22 → 2026-10-17 · after 25 days
• Mohamed El-ErianChief economic adviser, AllianzUSTS: bearish → bullish2026-09-09 → 2026-10-16 · after 37 days
• Scott ChronertHead of US equity strategy, Citi ResearchBANKS: bullish → bearish2026-04-08 → 2026-10-16 · after 191 days
• Brad GerstnerFounder & CEO, Altimeter CapitalBIG_TECH: bearish → bullish2025-03-02 → 2026-10-15 · after 592 days
• Barry RitholtzCo-Founder & CIO, Ritholtz Wealth ManagementSPX: bullish → bearish2026-09-10 → 2026-10-15 · after 35 days
• Wei LiGlobal Chief Investment Strategist, BlackRock Investment InstituteUSTS: bearish → bullish2026-07-07 → 2026-10-15 · after 100 days
• Jesse FelderAuthor, The Felder ReportUSTS: bullish → bearish2026-08-04 → 2026-10-15 · after 72 days
• Guy AdamiTrader & CNBC Fast Money panelistLONG_DUR_TREASURIES: bearish → bullish2026-09-03 → 2026-10-15 · after 42 days
• Barry RitholtzCo-Founder & CIO, Ritholtz Wealth ManagementLONG_DUR_TREASURIES: bearish → bullish2026-10-06 → 2026-10-15 · after 9 days
• Keith McculloughCEO & Founder, Hedgeye Risk ManagementGOLD: bullish → bearish2019-08-23 → 2026-10-14 · after 2,609 days
• Cameron DawsonCIO, NewEdge WealthSPX: bearish → bullish2026-03-31 → 2026-10-14 · after 197 days
• Julian EmanuelChief equity strategist, Evercore ISISPX: bullish → bearish2026-09-17 → 2026-10-14 · after 27 days
• Jim CramerHost, CNBC's Mad MoneyBANKS: bearish → bullish2026-07-10 → 2026-10-14 · after 96 days
• Paul Tudor JonesFounder/CIO, Tudor Investment CorpOIL: bearish → bullish2026-05-05 → 2026-10-13 · after 161 days
• Paul Tudor JonesFounder/CIO, Tudor Investment CorpSPX: bullish → bearish2026-05-07 → 2026-10-13 · after 159 days
• Cameron DawsonCIO, NewEdge WealthLONG_DUR_TREASURIES: bullish → bearish2026-09-11 → 2026-10-13 · after 32 days
• Jim BiancoMacro strategist — Bianco ResearchLONG_DUR_TREASURIES: bearish → bullish2026-05-20 → 2026-10-12 · after 145 days
• Mike NovogratzFounder/CEO, Galaxy DigitalUSTS: bullish → bearish2025-12-17 → 2026-10-12 · after 299 days
• Mike NovogratzFounder/CEO, Galaxy DigitalGOLD: bearish → bullish2026-07-17 → 2026-10-12 · after 87 days
• Mike NovogratzFounder/CEO, Galaxy DigitalSPX: bearish → bullish2026-07-17 → 2026-10-12 · after 87 days
• David RosenbergEconomist — Rosenberg ResearchLONG_DUR_TREASURIES: bearish → bullish2026-09-02 → 2026-10-10 · after 38 days
• Michael HowellLiquidity strategist — CrossBorder CapitalGLOBAL EQUITIES: bullish → bearish2024-08-28 → 2026-10-08 · after 771 days
• Michael HowellLiquidity strategist — CrossBorder CapitalCOMMODITIES_BROAD: bullish → bearish2026-09-22 → 2026-10-08 · after 16 days
• Michael HowellLiquidity strategist — CrossBorder CapitalLONG_DUR_TREASURIES: bearish → bullish2026-09-09 → 2026-10-08 · after 29 days
• Rick RiederCIO of Global Fixed Income, BlackRockHIGH_YIELD: bullish → bearish2026-07-02 → 2026-10-08 · after 98 days
• Bridgewater Associates (13F)fund_13fUSTS: bullish → bearish2022-10-12 → 2026-10-06 · after 1,455 days
• Ed Al-HussainyPortfolio manager & global rates strategist, Columbia ThreadneedleUSTS: bullish → bearish2026-09-24 → 2026-10-05 · after 11 days
• Quinn ThompsonFounder & CIO, Lekker CapitalBANKS: bullish → bearish2025-01-17 → 2026-10-02 · after 623 days
• Pershing Square / Ackman (13F)13F filings — Pershing SquareLONG_DUR_TREASURIES: bullish → bearish2024-01-13 → 2026-09-30 · after 991 days
• Lauren HochfelderCo-CEO, Morgan Stanley Real Estate InvestingCOMMERCIAL_REAL_ESTATE: bearish → bullish2026-07-30 → 2026-09-30 · after 62 days
• Andy ConstanFounder & Macro Strategist, Damped Spring AdvisorsLONG_DUR_TREASURIES: bearish → bullish2024-11-14 → 2026-09-29 · after 684 days
• Cem KarsanFounder & CIO, Kai Volatility AdvisorsSPX: bullish → bearish2026-08-02 → 2026-09-29 · after 58 days
• Raoul PalCo-founder, Real Vision; ex-GLG PMUSD: bullish → bearish2022-05-02 → 2026-09-25 · after 1,607 days
• Raoul PalCo-founder, Real Vision; ex-GLG PMLONG_DUR_TREASURIES: bearish → bullish2026-08-20 → 2026-09-25 · after 36 days
• Patrick CeresnaCo-host, MacroVoices & Market HuddleUSD: bearish → bullish2026-09-10 → 2026-09-24 · after 14 days
• Joe TerranovaChief market strategist, VirtusSPX: bearish → bullish2023-08-10 → 2026-09-22 · after 1,139 days
• Michael HowellLiquidity strategist — CrossBorder CapitalBITCOIN: bearish → bullish2026-08-27 → 2026-09-22 · after 26 days
• Rick RiederCIO of Global Fixed Income, BlackRockUSTS: bearish → bullish2026-08-15 → 2026-09-21 · after 37 days
• Russell NapierMarket strategist & financial historianCHINA_EQUITIES: bullish → bearish2025-11-28 → 2026-09-18 · after 294 days
• Harley BassmanManaging Partner, Simplify Asset ManagementMORTGAGE_REITS: bullish → bearish2023-09-14 → 2026-09-17 · after 1,099 days
• Harley BassmanManaging Partner, Simplify Asset ManagementUSTS: bearish → bullish2023-09-14 → 2026-09-17 · after 1,099 days
• Harley BassmanManaging Partner, Simplify Asset ManagementINVESTMENT_GRADE_CREDIT: bearish → bullish2023-09-14 → 2026-09-17 · after 1,099 days
• Savita SubramanianHead of US Equity Strategy, BofASPX: bullish → bearish2026-01-29 → 2026-09-17 · after 231 days
• Cathie WoodCEO & CIO, ARK InvestILMN: bearish → bullish2021-05-07 → 2026-09-16 · after 1,958 days
• Henrik ZebergHead Macroeconomist, SwissblockUSTS: bearish → bullish2024-12-11 → 2026-09-16 · after 644 days
• Rick RiederCIO of Global Fixed Income, BlackRockINVESTMENT_GRADE_CREDIT: bearish → bullish2026-07-02 → 2026-09-15 · after 75 days
• Rick RiederCIO of Global Fixed Income, BlackRockLONG_DUR_TREASURIES: bearish → bullish2026-08-15 → 2026-09-15 · after 31 days
• David RosenbergEconomist — Rosenberg ResearchEM_EQUITIES: bearish → bullish2022-12-16 → 2026-09-14 · after 1,368 days
• Quinn ThompsonFounder & CIO, Lekker CapitalSOFR: bullish → bearish2026-06-12 → 2026-09-11 · after 91 days
• Felix JauvinCo-host, Forward Guidance (Blockworks)LONG_DUR_TREASURIES: bullish → bearish2026-06-26 → 2026-09-11 · after 77 days
• Jeffrey GundlachCEO/CIO, DoubleLine CapitalLONG_DUR_TREASURIES: bullish → bearish2026-06-18 → 2026-09-10 · after 84 days
• Jeffrey GundlachCEO/CIO, DoubleLine CapitalUSTS: bullish → bearish2026-08-03 → 2026-09-10 · after 38 days
• Jared DillianAuthor, The Daily DirtnapUSTS: bearish → bullish2024-12-14 → 2026-09-08 · after 633 days
• Terry SmithFounder & CIO, FundsmithMSFT: bearish → bullish2026-03-17 → 2026-09-08 · after 175 days
• Terry SmithFounder & CIO, FundsmithSPX: bearish → bullish2026-01-15 → 2026-09-08 · after 236 days
• Terry SmithFounder & CIO, FundsmithMETA: bearish → bullish2026-03-17 → 2026-09-08 · after 175 days
• Paul SankeyFounder, Sankey ResearchENERGY: bearish → bullish2024-08-28 → 2026-08-31 · after 733 days
• Aswath DamodaranProfessor of finance, NYU SternUSTS: bearish → bullish2026-02-27 → 2026-08-31 · after 185 days
• David FriedbergCEO, Ohalo; co-host, All-InLONG_DUR_TREASURIES: bullish → bearish2026-07-31 → 2026-08-29 · after 29 days
• Felix JauvinCo-host, Forward Guidance (Blockworks)BITCOIN: bearish → bullish2026-06-19 → 2026-08-27 · after 69 days
• Patrick CeresnaCo-host, MacroVoices & Market HuddleUSD: bullish → bearish2026-07-23 → 2026-08-25 · after 33 days
• Jason TrennertChairman & CEO, Strategas Research PartnersLONG_DUR_TREASURIES: bearish → bullish2024-11-26 → 2026-08-25 · after 637 days
• Patrick CeresnaCo-host, MacroVoices & Market HuddleGOLD: bearish → bullish2026-06-04 → 2026-08-25 · after 82 days
• Nick ColasCo-Founder, DataTrek ResearchSPX: bullish → bearish2025-09-15 → 2026-08-24 · after 343 days
• Lyn AldenIndependent macro strategistBITCOIN: bearish → bullish2026-08-09 → 2026-08-23 · after 14 days
• David RosenbergEconomist — Rosenberg ResearchLONG_DUR_TREASURIES: bullish → bearish2026-06-19 → 2026-08-21 · after 63 days
• Michael HowellLiquidity strategist — CrossBorder CapitalUSD: bullish → bearish2026-06-26 → 2026-08-21 · after 56 days
• David WooIndependent macro strategist (ex-BofA)OIL: bearish → bullish2024-11-02 → 2026-08-18 · after 654 days
• David WooIndependent macro strategist (ex-BofA)USTS: bearish → bullish2026-04-20 → 2026-08-18 · after 120 days
• Luke GromenMacro strategist — founder, FFTTBITCOIN: bearish → bullish2026-03-04 → 2026-08-14 · after 163 days
• Darius DaleFounder & CEO, 42 MacroSPX: bearish → bullish2025-04-09 → 2026-08-12 · after 490 days
• Jim LebenthalPartner, Cerity PartnersAAPL: bullish → bearish2026-06-25 → 2026-08-11 · after 47 days
• Michael HowellLiquidity strategist — CrossBorder CapitalUSTS: bullish → bearish2026-07-27 → 2026-08-11 · after 15 days
• Michael HowellLiquidity strategist — CrossBorder CapitalBITCOIN: bullish → bearish2026-07-22 → 2026-08-11 · after 20 days
• Cathie WoodCEO & CIO, ARK InvestSPX: bearish → bullish2024-09-05 → 2026-08-10 · after 704 days
• Lyn AldenIndependent macro strategistUSTS: bullish → bearish2025-11-18 → 2026-08-09 · after 264 days
• Lobo TiggreFounder & Editor, IndependentSpeculator.comGOLD: bullish → bearish2025-06-04 → 2026-08-05 · after 427 days
• Lobo TiggreFounder & Editor, IndependentSpeculator.comCOPPER: bullish → bearish2024-12-04 → 2026-08-05 · after 609 days