On Monday, I joined Taylor Riggs on Fox Business “Claman Countdown” to discuss Alibaba, Apple, and Emerging Markets. Thanks to Taylor, Liz, Jack Regan, and Jack Mack for having me on:
Continue reading ““All About Volumes” Stock Market (and Sentiment Results)…”
The February survey covered 205 institutional fund managers with $482 billion under management. Continue reading “February 2025 Bank of America Global Fund Manager Survey Results (Summary)”
On Tuesday, I joined David Asman on Fox Business “Varney & Co” to discuss OpenAI, DeepSeek, tariffs, and Alibaba. Thanks to Preston Mizell and Christian Dagger for having me on:
Continue reading ““Power Moves & Power Tools” Stock Market (and Sentiment Results)…”
On Monday, I joined Stuart Varney on Fox Business “Varney & Co” to discuss tariffs, implications, and stock picks. Thanks to Preston Mizell and Christian Dagger for having me on:
Continue reading ““Sandbagger & the Mouse” Stock Market (and Sentiment Results)…”
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)…”
