Thanks to Medha Singh for including me in her article on Reuters today. You can find it here:
Wall Street scales new highs as China moves to limit coronavirus impact
Category: Commentary
The end of oil, or just the beginning? (and Sentiment Results)
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)”
Yahoo! Finance TV Appearance on Wednesday (Video)
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
Quoted in U.S. News & World Report Wednesday
Thanks to Ellen Chang for including me in her article in U.S. News & World Report. You can read it here:
Fox Business Appearance on Monday (video)
This (second version) is my wife filming our 7 year old daughter watching the segment live yesterday!
Fox Business Appearance Today
I will be on the “Claman Countdown” today – on Fox Business – just after 3pm. Tune in if you are free…
The “‘Great Wall’ of Worry” Stock Market (and Sentiment Results)…
Just when you thought the coast was clear… Continue reading “The “‘Great Wall’ of Worry” Stock Market (and Sentiment Results)…”
Yahoo! Finance TV Appearance on Monday (Video)
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
Yahoo! Finance TV Appearance January 27.
I will be on Yahoo Finance TV with Jennifer Rogers and Myles Udland live from the studio on Monday, January 27 at 3:20pm.
3 Pieces to the 2020 Earnings Puzzle (and Sentiment Results)
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)”