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)…”
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)…”
