If you don’t have 6 and 8 year old daughters like I do, you may not be aware that Stevie Wonder recorded a song called “Faith” (with Ariana Grande) in 2016, for the musical animated film “Sing.” The lyrics from his song that embody the sentiment of this week’s stock market (and its participants) are: Continue reading “The Stevie Wonder, “Faith” Stock Market (and Sentiment Results)…”
Category: Commentary
The Lionel Richie “Dancing on the Ceiling” Stock Market (and Sentiment Results)…
This week we chose Lionel Richie’s classic song, “Dancing on the Ceiling” to embody the sentiment of the Stock Market. The salient lyrics are as follows: Continue reading “The Lionel Richie “Dancing on the Ceiling” Stock Market (and Sentiment Results)…”
Quoted in Bloomberg Wednesday:
Thanks to Moxy Ying and Ruth Carson for including me in their article on Bloomberg today:
“Decline of the Dollar Has Wall Street Rethinking Stock Strategy” You can read it here:
August Bank of America Global Fund Manager Survey Results (Summary)
~200 Managers overseeing $500B AUM responded to this month’s BofA survey. Continue reading “August Bank of America Global Fund Manager Survey Results (Summary)”
The Gordon Gekko, “Gridlock is Good” Stock Market (and Sentiment Results)…
Each week, I usually choose a song that embodies the theme of the Stock Market. This week, I chose a character that Wall Street knows all too well, Gordon Gekko (from the 1987 classic film Wall Street). Continue reading “The Gordon Gekko, “Gridlock is Good” Stock Market (and Sentiment Results)…”
Election Betting Odds for 2016 and 2020:
On last night’s VideoCast (Episode 42) I mentioned the Election Betting Odds data for 2020 (Election Betting Odds 2020) and asked if anyone could provide the same data from 2016. Continue reading “Election Betting Odds for 2016 and 2020:”
The Tim McGraw, “I Like It, I Love It” Stock Market (and Sentiment Results)…
This week I chose Country Legend Tim McGraw’s song, “I Like It, I Love It” to embody the current sentiment of the Stock Market. While anyone who has been around knows – it can change on a dime – right now, market participants are enjoying the ride and singing along:
But I like it, I love it, I want some more of it
I try so hard, I can’t rise above it… Continue reading “The Tim McGraw, “I Like It, I Love It” Stock Market (and Sentiment Results)…”
The Garth Brooks, “Friends in Low Places” Stock Market (and Sentiment Results)…
I chose Garth Brooks’ song, “Friends in Low Places” – for this week’s Stock Market theme – because I think that’s where the money is going to be made in the next six to eighteen months. Continue reading “The Garth Brooks, “Friends in Low Places” Stock Market (and Sentiment Results)…”
The Old Dominion, “One Man Band” Stock Market (and Sentiment Results)…
The song I have chosen this week to represent the mood of the Stock Market is, “One Man Band” by Old Dominion. Continue reading “The Old Dominion, “One Man Band” Stock Market (and Sentiment Results)…”
COVID-19 Data/Testing (and commentary)…
From April 17, 2020 (when testing infrastructure was fully up and running) to July 17, 2020, COVID-19 testing is up ~436%. Over the same dates, cases are up only ~124%. While it is correct to say we have “record cases,” it pales in comparison to the growth of “record testing.”
What is even more noteworthy over the same dates is the fact that Deaths (as a percent of cases) plummeted from 6.3% to 1.2% showing TREATMENT SUCCESS at a “Record High.”
We all want to see BOTH cases and deaths come down as fast as possible through the implementation of the “Holy Trinity” (Masks in Public, Social Distancing, Hygiene/Washing Hands), continued Treatment Success/improvement/discoveries, and possibly a Vaccine sooner than expected. However, in the interim, the data shows there is good reason to be cautiously optimistic (but not complacent).