Investors / stance tracking
What Jonathan Krinski is saying
FollowFollowingUnfollowChief Market Technician, BTIG
4 dated public stances tracked since 2026-10-16, most recently 2026-10-16. Each line carries the date and the venue it came from; quotation marks mean verbatim. Methodology.
The stances below are c8alpha's editorial distillation of Jonathan Krinski's public commentary — television, podcasts, and interviews — compiled by automated transcript analysis and dated to the episode they came from. They may lag the speaker's current view and may contain extraction errors. Text in quotation marks is verbatim from the episode; everything else is our paraphrase. Jonathan Krinski is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
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4
tracked stances
4
themes
0
side flips
2026-10-16
last heard
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|---|---|---|---|
| CONSUMER STAPLES | 1 | 1 neutral | 2026-10-16 | |
| HOME BUILDERS | 1 | 1 bullish | 2026-10-16 | |
| Long Dur Treasuries | 1 | 1 bullish | 2026-10-16 | |
| SOFTWARE STOCKS | 1 | 1 bullish | 2026-10-16 |
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
2026-10-16
HOME BUILDERS
bullish
Bloomberg TV (uncut) · uncut_tv
Home builders were among the most oversold sectors in history two weeks ago while simultaneously pressured by high rates; both headwinds are now reversing together, leaving more upside.
“home builders...we think there's more room to go on the upside”
Bloomberg TV uncut 2026-10-16 08:00 ET (30 min)
2026-10-16
CONSUMER STAPLES
neutral
Bloomberg TV (uncut) · uncut_tv
Consumer staples snapped back from oversold conditions and benefited from a short-covering unwind as the AI trade sold off; the easy money from that setup is largely behind us.
“consumer staples would probably be a little less enthusiastic here”
Bloomberg TV uncut 2026-10-16 08:00 ET (30 min)
2026-10-16
SOFTWARE STOCKS
bullish
Bloomberg TV (uncut) · uncut_tv
Software has displaced semis as the dominant momentum trade, with three- and six-month relative performance now clearly outpacing semiconductors, making it the better pocket for momentum-oriented positioning.
“software is actually the new momentum trade”
Bloomberg TV uncut 2026-10-16 08:00 ET (30 min)
2026-10-16
Long Dur Treasuries
bullish
Bloomberg TV (uncut) · uncut_tv
Hot CPI and PPI failed to push yields higher (news failure); the 30-year/NASDAQ correlation has flipped positive as AI now dominates the bond market, meaning AI slowdown fears drive yields lower.
“we think we've seen a tactical top in bond yields”
Bloomberg TV uncut 2026-10-16 08:00 ET (30 min)
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