Category: Commentary

Each week we like to cover one or two companies we have discussed in our weekly podcast|videocast(s).
Continue reading ““Jackets and Packets” Stock Market (and Sentiment Results)…”

Market Outlook & Picks/Pans

On Thursday, I joined Kelly O’Grady on Fox Business – The Claman Countdown – to discuss Market Outlook and sector rotation.  Thanks to Kelly, Liz Claman, Jake Mack and Kathryn Meyers for having me on.  You can find it here: Continue reading ““World’s Smallest Violin” Stock Market (and Sentiment Results)…”

On Monday, I joined Neil Cavuto on Fox Business to discuss Stock Market outlook, the Election, Earnings Seasonality and more.  Thanks to Neil, Jenna DeThomasis, Kevin Fitzgerald and Matt Hassan for having me on: Continue reading ““Oil Cans and Vans” Stock Market (and Sentiment Results)…”

The August survey covered institutional fund managers with $508 billion under management. Continue reading “August 2024 Bank of America Global Fund Manager Survey Results (Summary)”

Unwinding the “Most Crowded Trades”

On Friday, I joined Liz Claman on Fox Business to discuss the economy, labor market, SAHM rule and more.  Thanks to Jake Mack, Kathryn Meyers and Liz for having me on:

Watch in HD directly on Fox Business

More on the Carry Trade

Many have been asking why the Nikkei (Japanese Equities) were down 25% in just a few days.  We discussed how it works, what’s happening and the outlook going forward, with Charles Payne, on Fox Business this Monday.  Thanks to Nick Palazzo and Charles for having me on:

Here were my “show notes” ahead of the segment: Continue reading ““Like a Phoenix from the Ashes” Stock Market (and Sentiment Results)…”

On Wednesday, I joined Neil Cavuto on Fox Business to discuss markets, the rotation, the Fed and more.  Thanks to Jenna DeThomasis and Neil for having me on: Continue reading ““Pals, Trowels and Towels” Stock Market (and Sentiment Results)…”