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”
Category: Commentary
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
Thanks to Kate Stalter for including me in her article in U.S. News & World Report. You can read it here:
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.
Podcast – Hedge Fund Tips with Tom Hayes – Episode 2
Article referenced in podcast above:
The CAKE “Short Skirt, Long Jacket” Stock Market (and Sentiment Results)
In this episode we cover:
- Jobs Report
- Rig Count
- Harold Hamm on Oil Prices
- General stock market commentary.
- Hemline Indicator
- Valueline Geometric Index – Long Term Implications
- Positioning and sentiment.
- Increased Guidance on tap?
- Fed Liquidity.
- AAII sentiment.
- NAAIM positioning.
- Earnings by Sectors: Energy, Gold Miners, REITs
- S&P and Euro Stoxx 600 earnings.
- Where to find value? What’s Cheap?
- India Small Caps
- Commodities/CRB
- Exploration & Production
- Servicers?
The CAKE “Short Skirt, Long Jacket” Stock Market (and Sentiment Results)
In 2001, the band CAKE released their hit song, “Short Skirt, Long Jacket.” If you replace the word “girl” for “stock market” (in the lyrics below) you’ll see the commonalities with today’s investor. Continue reading “The CAKE “Short Skirt, Long Jacket” Stock Market (and Sentiment Results)”
Quoted in Fox Business article today:
Thanks for Daniella Genovese for including me in her article on FoxBusiness today. You can find it here:
The Earth, Wind & Fire “Shining Star” Stock Market (and Sentiment Results)
In 1975, Earth, Wind & Fire released their famous song entitled, “Shining Star.” The salient lyrics – as they relate to the Stock Market in this week’s note are:
Continue reading “The Earth, Wind & Fire “Shining Star” Stock Market (and Sentiment Results)”