Just when you thought the coast was clear… Continue reading “The “‘Great Wall’ of Worry” Stock Market (and Sentiment Results)…”
Category: Commentary
Yahoo! Finance TV Appearance on Monday (Video)
Watch it directly on Yahoo! Finance here
Or scroll down to play video (click on âplayâ 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
â 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)”
Bank of America: Global Fund Manager Survey 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”
Bloomberg Interview Clips from Today and Friday
Friday I had the pleasure of being interviewed by Alisa Parenti of Bloomberg News at Bloomberg Headquarters.
Today they cut up clips of the live interview and play them not only on Bloomberg Radio, but also a couple hundred iHeart and CBS stations across the country.
Locally, you can hear the reports at :26 and :56 past the hour on 1010 WINS or :25 and :55 past the hour on WCBS.
Quoted in U.S. News & World Report
Yahoo! Finance TV Appearance February 5.
I will be on Yahoo Finance TV with Julie Hyman and Adam Shapiro live from the studio on February 5 at 10am. Tune in if you’re free.
“Are you tired of winning yet?” Stock Market (and Sentiment Results)…
James Branch Cabell, “The optimist claims we live in the best of all possible worlds, and the pessimist fears this is true.”
In many of his campaign rallies, President Trump said, “you’re going to start winning so much that you’re going to beg that I can’t take it anymore!”
Well that was quite a tall order, but regardless of what side of the political spectrum you lie on, Wednesday’s “Phase 1” deal was a big win for the U.S., for China, and the rest of the world. Continue reading ““Are you tired of winning yet?” Stock Market (and Sentiment Results)…”
Bloomberg Interview Clips from Today and Yesterday
Yesterday I had the pleasure of being interviewed by Alisa Parenti of Bloomberg News for about 10-15 minutes.
They then cut up clips of the phone interview and play them not only on Bloomberg Radio, but also a couple hundred iHeart and CBS stations across the country.
Locally, you can hear the reports at :26 and :56 past the hour on 1010 WINS or :25 and :55 past the hour on WCBS today.