In the past week, sentiment on the Energy Sector has sunk to an all-time low (despite having the highest estimated earnings growth of any sector – for 2020). Several prominent market figures have even called for the end of the sector.
Mark Twain once said, “Reports of my death have been greatly exaggerated.”
Continue reading “The end of oil, or just the beginning? (and Sentiment Results)”
Thank you to Julie Hyman @juleshyman Adam Shapiro @Ajshaps and Pamela Mitchell (producer) for having me on @YahooFinance this morning to talk #energy $XOP $XLE
Thank you to .@juleshyman .@Ajshaps and Pamela Mitchell (producer) for having me on .@YahooFinance this morning to talk #energy $XOP $XLE https://t.co/8kZ40RVkZL
— Thomas J. Hayes (@HedgeFundTips) February 5, 2020
This (second version) is my wife filming our 7 year old daughter watching the segment live yesterday!
I will be on the “Claman Countdown” today – on Fox Business – just after 3pm. Tune in if you are free…
Just when you thought the coast was clear… Continue reading “The “‘Great Wall’ of Worry” Stock Market (and Sentiment Results)…”
Watch it directly on Yahoo! Finance here
Or scroll down to play video (click on “play†button below):
Highlight: “We’ve had 12 epidemics since 1981,” @hedgefundtips says about markets amid the coronavirus. “If the last 12 epidemics are any indication of the future, this is probably a bump in the road. This was an excuse to take a few profits after a big run.” pic.twitter.com/UyOlNPjkKU
— Yahoo Finance (@YahooFinance) January 27, 2020
I will be on Yahoo Finance TV with Jennifer Rogers and Myles Udland live from the studio on Monday, January 27 at 3:20pm.
Right now we are trading at 18.6x 2020 EPS for the S&P 500.
Continue reading “3 Pieces to the 2020 Earnings Puzzle (and Sentiment Results)”
From January 11-16, 2020 Bank of America conducted its monthly survey among 249 managers that manage ~$739B in AUM. The key takeaways were… Continue reading “Bank of America: Global Fund Manager Survey Results”
