Category: Commentary

The October survey covered 195 institutional fund managers with $503 billion under management. Continue reading “October 2024 Bank of America Global Fund Manager Survey Results (Summary)”

On Wednesday, I joined the great Stuart Varney on Fox Business to discuss Stock Market, Inflation, Fed, Liquidity, Outlook and more.  Thanks to Stuart, Christian Dagger and Preston Mizell for having me on:

Watch in HD Directly on Fox Business

Continue reading “Fake Out or Breakout? Stock Market (and Sentiment Results)…”

Fox Business

On Friday, I joined Liz Claman on Fox Business to discuss key Market themes we are focused on moving forward.  Thanks to Liz, Jake Mack and Kathryn Meyers for having me on: Continue reading ““Sell Rosh Hashanah, Buy Yom Kippur?” Stock Market (and Sentiment Results)…”

General Market Updates

On Friday, I joined David Lin on “The Lin Report” to discuss implications of the front-loaded 50bps Fed cut.  Thanks to David for having me on.  As always, my conversations with David have a history of going viral and pulling significant engagement.  This was a good one!  Watch here to find out why: Continue reading ““Cowboys Owner Full of Gas” Stock Market and Sentiment Results…”

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)…”