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
