On Tuesday, I had the pleasure to join the great Stuart Varney on Fox Business’ “Varney & Co.” In this segment we discussed tariffs on Canada, Mexico and China as well as one of our holdings. Thanks to Christian Dagger, Preston Mizell and Stuart for having me on:
Here is the data I was referencing while speaking with Stuart: Continue reading ““Turkey or Goose?” Stock Market (and Sentiment Results)…”
On Wednesday I joined the great Stuart Varney on Fox Business to discuss Nvidia and Small caps. Thanks to Stuart and Christian Dagger for having me on:
Continue reading ““It’s all about Confidence” Stock Market (and Sentiment Results)…”
On Tuesday morning I joined Stuart Varney on Fox Business to discuss the implications of a Republican Sweep Election on markets. Thanks to Stuart and Christian Dagger for having me on: Continue reading ““‘Tis the Season” Stock Market (and Sentiment Results)…”
The October survey covered 179 institutional fund managers with $503 billion under management. Continue reading “November 2024 Bank of America Global Fund Manager Survey Results (Summary)”
On Wednesday Morning (right after the election) I joined Stuart Varney on Fox Business to discuss the implications of the Election on markets. Thanks to Stuart, Preston Mizell and Christian Dagger for having me on: Continue reading ““A New Day” Stock Market (and Sentiment Results)…”
During earnings season I try to cover 1-2 stocks that we have discussed in our podcast|videocast and/or hold in client portfolios/personally/beneficially.
Continue reading ““Pay and Play” Stock Market (and Sentiment Results)…”
On Wednesday, I joined the great Stuart Varney on Fox Business to discuss Bond Yields, Election, Fed, Outlook, Boeing, Misconceptions about the “Trump Trade”, and a lot more. Thanks to Stuart, Preston Mizell and Christian Dagger for having me on. Continue reading ““Tale of Two Cities” Stock Market (and Sentiment Results)…”
On Tuesday, I joined the great Neil Cavuto on Fox Business to discuss Stock Market, Earnings, Fed, Liquidity + Complacency, Outlook and more. Thanks to Neil and Jenna DeThomasis for having me on:
Continue reading “Liquidity + Complacency Stock Market (and Sentiment Results)…”
The October survey covered 195 institutional fund managers with $503 billion under management. Continue reading “October 2024 Bank of America Global Fund Manager Survey Results (Summary)”
On Wednesday, I joined the great Stuart Varney on Fox Business to discuss Stock Market, Inflation, Fed, Liquidity, Outlook and more. Thanks to Stuart, Christian Dagger and Preston Mizell for having me on:
Continue reading “Fake Out or Breakout? Stock Market (and Sentiment Results)…”
