On Friday, I joined Stuart Varney on Fox Business “Varney & Co” to discuss markets, tariffs, the Fed, mortgage rates, Brad Jacobs, and QXO. Thanks to Stuart and Christian Dagger for having me on:
Continue reading ““Tariffs: Perception vs. Reality” Stock Market (and Sentiment Results)…”
On Tuesday, I joined Karina Mitchell on CGTN America to discuss markets, outlook, tariffs, and where we see opportunities. Thanks to Karina and Bruno Felberg for having me on:
Continue reading ““Home Sweet Home” Stock Market (and Sentiment Results)…”
On Friday, I joined Ash Webster on Fox Business “Varney & Co” to discuss the bottoming process, Warren Buffett, sentiment, positioning, and outlook. Thanks to Ash and Christian Dagger for having me on:
Continue reading ““The Times They Are A-Changin’” Stock Market (and Sentiment Results)…”
I had the pleasure to interview the Chairman and CEO of Cooper Standard – Jeff Edwards (CPS is one of our largest holdings). I am very grateful to him for taking the time out and participating in this long-form format. It enabled us to get granular on the details of the business, where we’ve come from and more importantly – where we are going!
Continue reading “EXCLUSIVE: CEO Interview Cooper Standard (and Markets Update)…”
The March survey covered 205 institutional fund managers with $477 billion under management. Continue reading “March 2025 Bank of America Global Fund Manager Survey Results (Summary)”
On Monday, I joined Madison Mills and Brad Smith on Yahoo! Finance to discuss Mag 7, Carry Trade, Rates, JGB, International Stocks, and a lot more. Thanks to Madison, Brad, Justin Oliver, John Hyland, and Taylor Clothier for having me on:
Continue reading ““Same Playbook, Different Day” Stock Market (and Sentiment Results)…”
On Tuesday, I joined Stuart Varney on Fox Business “Varney & Co” to discuss tariffs and markets. Thanks to Stuart, Christian Dagger and Preston Mizell for having me on:
Continue reading ““Betting on the Jockey” Stock Market (and Sentiment Results)…”
On Tuesday, I joined Stuart Varney on Fox Business “Varney & Co” to discuss Mag 7, Intel, Earnings, and Capex. Thanks to Stuart, Preston Mizell, and Christian Dagger for having me on:
Continue reading ““From Left for Dead to Loved Again” Stock Market (and Sentiment Results)…”
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)”
