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)”
Category: Commentary
“Power Moves & Power Tools” Stock Market (and Sentiment Results)…
Key Market Outlook(s) and Pick(s)
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:
Watch in HD Directly on Fox Business News
Continue reading ““Power Moves & Power Tools” Stock Market (and Sentiment Results)…”
“Sandbagger & the Mouse” Stock Market (and Sentiment Results)…
Key Market Outlook(s) and Pick(s)
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)…”
“Planes and Parkas” Stock Market (and Sentiment Results)…
Key Market Outlook(s) and Pick(s)
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:
Watch in HD directly on CBS News
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)…”
“Makeup” Stock Market (and Sentiment Results)…
Key Market Outlook(s) and Pick(s)
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:
Watch full show in HD directly on Yahoo! Finance
Continue reading ““Makeup” Stock Market (and Sentiment Results)…”
January 2025 Bank of America Global Fund Manager Survey Results (Summary)
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)”
“Top Shelf” Stock Market (and Sentiment Results)…
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)…”
“Power Up – 2025” Stock Market (and Sentiment Results)…
Key Stock Market Outlooks and Picks
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)…”
No Value in Value? 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)…”
“The Crown” 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)…”