Category: Commentary

Yesterday we heard from Chair Powell.  His sole mission is to land the plane (unwind emergency policy) with no casualties, and he is well on track to do so.  He’s the “Sully” of monetary policy: Continue reading “The “Perfect Landing” Stock Market (and Sentiment Results)…”

Last week we said, “while everyone debates whether we are going to have a ‘September Swoon’ or not, take a step back and look for sectors/stocks that have already had a ‘Summer Swoon’ and buy the quality stocks that are on sale.”  In that context we talked about BA, CI, and EOG. Continue reading “Credit Spreads and the Stock Market (plus Sentiment Results)…”

This week we chose AC/DC’s 1990 Billboard Hit, “Thunderstruck” to capture current stock market sentiment.  On Friday, we got a tremendous miss with the Jobs Report coming in at +235K jobs versus +750k estimated.  Continue reading “The AC/DC “Thunderstruck” Stock Market (and Sentiment Results)…”

With the market looking and feeling extended at these levels, the song we chose to embody current market sentiment for the week is Ryan Hurd and Maren Morris’ 2021 hit, “Chasing After You.”  This has effectively been the theme song for managers who have been skeptical of the market rise all year and were repeatedly forced to chase up: Continue reading “The “Chasing After You” Stock Market (and Sentiment Results)…”

On last week’s podcast/videocast – in one of our “Ask Me Anything” questions – a regular viewer said: Continue reading “The “Ted Lasso” Stock Market (and Sentiment Results)…”

Since the beginning of the year we’ve continued to have shallow pullbacks leading the S&P 500 to TAP the 50 Day Moving Average multiple times (see above). Continue reading “The “Tap, Tap, Tap,” Stock Market (and Sentiment Results)…”

This week we chose Yogi Berra’s famous quote, “It feels like deja vu all over again” to describe one aspect of the current market climate.  This is in contrast to what many talking heads are saying about China in recent days (also a famous Yogi quote), “the future ain’t what it used to be!” Continue reading “The Yogi Berra “Deja Vu” Stock Market (and Sentiment Results)…”

On both Friday and Monday I was on Fox Business – The Claman Countdown – with Liz Claman.  Thanks to Ellie Terrett and Liz for having me on.  In both of these segments we discussed the seasonal period of choppy markets that historically occurs in August and September. Continue reading “The “August Chop” Stock Market (and Sentiment Results)…”

This week I chose Chris Stapleton’s hit song, “Starting Over” as the theme song for our article.  The salient lyrics are as follows: Continue reading “The Chris Stapleton Stock Market (and Sentiment Results)…”

This week we chose Dinah Washington’s legendary hit, “What a Difference a Day Makes” to capture the turn in sentiment that took place between Monday and Tuesday of this week: Continue reading “The Dinah Washington, “What a Difference a Day Makes” Stock Market (and Sentiment Results)…”