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)…”
On Friday I joined Brian Sozzi and Julie Hyman on Yahoo! Finance to discuss market shifts, outlook, bonds, emerging markets, US Dollar, stock picks and more. Thanks to Justin Oliver, Cheyenne Reid, Julie and Brian for having me on. And to all of you who asked, NO, that is NOT a virtual background!!!
Continue reading ““To EV or Not to EV?” Stock Market (and Sentiment Results)…”
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)…”
