On Tuesday morning I joined Stuart Varney on Fox Business to discuss the implications of a Republican Sweep Election on markets. Thanks to Stuart and Christian Dagger for having me on: Continue reading ““‘Tis the Season” Stock Market (and Sentiment Results)…”
Category: Sentiment
November 2024 Bank of America Global Fund Manager Survey Results (Summary)
The October survey covered 179 institutional fund managers with $503 billion under management. Continue reading “November 2024 Bank of America Global Fund Manager Survey Results (Summary)”
“A New Day” Stock Market (and Sentiment Results)…
Election Day Implications
On Wednesday Morning (right after the election) I joined Stuart Varney on Fox Business to discuss the implications of the Election on markets. Thanks to Stuart, Preston Mizell and Christian Dagger for having me on: Continue reading ““A New Day” Stock Market (and Sentiment Results)…”
“Pay and Play” Stock Market (and Sentiment Results)…
During earnings season I try to cover 1-2 stocks that we have discussed in our podcast|videocast and/or hold in client portfolios/personally/beneficially.
Continue reading ““Pay and Play” Stock Market (and Sentiment Results)…”
“Tale of Two Cities” Stock Market (and Sentiment Results)…
What’s Behind The Rise in Bond Yields?
On Wednesday, I joined the great Stuart Varney on Fox Business to discuss Bond Yields, Election, Fed, Outlook, Boeing, Misconceptions about the “Trump Trade”, and a lot more. Thanks to Stuart, Preston Mizell and Christian Dagger for having me on. Continue reading ““Tale of Two Cities” Stock Market (and Sentiment Results)…”
Liquidity + Complacency Stock Market (and Sentiment Results)…
On Tuesday, I joined the great Neil Cavuto on Fox Business to discuss Stock Market, Earnings, Fed, Liquidity + Complacency, Outlook and more. Thanks to Neil and Jenna DeThomasis for having me on:
Watch in HD Directly on Fox Business
Continue reading “Liquidity + Complacency Stock Market (and Sentiment Results)…”
October 2024 Bank of America Global Fund Manager Survey Results (Summary)
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)”
Fake Out or Breakout? Stock Market (and Sentiment Results)…
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)…”
“Sell Rosh Hashanah, Buy Yom Kippur?” 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)…”
“Cowboys Owner Full of Gas” 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…”