“A New Day” Stock Market (and Sentiment Results)…

Election Day Implications

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:

Watch in HD Directly on Fox Business

 

Here were my notes ahead of the segment:

During earnings season I try to cover 1-2 stocks that we have discussed on our podcast|videocast and/or hold in client portfolios/personally/beneficially.

Alibaba

A friendly reminder to all of the Nervous Nellies out there regarding Trump’s Tariffs on China.  We’ve seen this movie before:

China will announce their proactive stimulus on Friday.

Cooper Standard

Click here for the most recent update on Cooper Standard and links to the original thesis – going back to May 2022 – when we initiated the position at ~$5.42:

Liquidity + Complacency Stock Market (and Sentiment Results)…


Earnings Call:


General Market:

The CNN “Fear and Greed” flat-lined from 58 last week to 58 this week.  You can learn how this indicator is calculated and how it works here: (Video Explanation)

 

The NAAIM (National Association of Active Investment Managers Index) (Video Explanation) rose to 82.53% this week from 79.13% equity exposure last week.

Our podcast|videocast will be out tonight. We have a lot of great data to cover this week.  Each week, we have a segment called “Ask Me Anything (AMA)” where we answer questions sent in by our audience. If you have a question for this week’s episode, please send it in at the contact form here.

*Opinion, Not Advice. See Terms