Yesterday, I joined Mary Calvi on CBS News to discuss the Fed, Rates and more. Thanks to Mary and Claire Phelan for having me on:
On Thursday, I joined Taylor Riggs on Fox Business to discuss Trump, interest rates, rotation, and stock picks. Thanks to Taylor, Jake Mack and Kathryn Meyers for having me on: Continue reading ““Planes and Parkas” Stock Market (and Sentiment Results)…”
I joined Jared Blikre and Sydnee Fried on Yahoo! Finance to discuss past picks and current stock picks. Thanks to Jared, Sydnee, and Taylor (Smith) Clothier for having me on:
Continue reading ““Makeup” Stock Market (and Sentiment Results)…”
The January survey covered 182 institutional fund managers with $513 billion under management. Continue reading “January 2025 Bank of America Global Fund Manager Survey Results (Summary)”
On Friday, I joined Charles Payne on Fox Business (live from LA studio) to discuss past picks and current stock picks. Thanks to Charles, Nicholas Palazzo and Ally Thompson for having me on:
Continue reading ““Top Shelf” Stock Market (and Sentiment Results)…”
On Monday, I joined Taylor Riggs and Kenny Polcari on Fox Business to discuss sector rotation, style rotation and stock picks. Thanks to Taylor Riggs, Liz Claman, Jake Mack, Kathryn Meyers and Brooke Haliscak for having me on: Continue reading ““Power Up – 2025” Stock Market (and Sentiment Results)…”
In a year like 2024, it is easy to forget the fact that since 1927 “Value” has outperformed “Growth” by 4.4% per year: Continue reading “No Value in Value? Stock Market (and Sentiment Results)…”
Each week we like to cover 1-2 stocks we have discussed in previous podcast|videocast(s) and/or own for clients and personally. This week we’re going to cover: Continue reading ““The Crown” Stock Market (and Sentiment Results)…”
Well, just when I thought I was done with the article of the week, Chair Powell hosted the Fed Presser and made things interesting! I’ve been doing this for a while and have come out several times after Fed meetings saying, “the first move is often the wrong move.” I think it may apply once again, but could take a few days to play out. Continue reading ““Healthcare Left for Dead” Stock Market (and Sentiment Results)…”
The December survey covered 171 institutional fund managers with $450 billion under management. Continue reading “December 2024 Bank of America Global Fund Manager Survey Results (Summary)”
On Tuesday, I joined Cheryl Casone on Fox Business the “Claman Countdown” to discuss the biggest surprises coming in 2025 and a couple of our holdings. Thanks to Cheryl, Kathryn Meyers, Jake Mack and Liz Claman for having me on: Continue reading ““Top 2025 Picks” Stock Market (and Sentiment Results)…”
