Category: Sentiment

On both Friday and Monday I was on Fox Business – The Claman Countdown – with Liz Claman.  Thanks to Ellie Terrett and Liz for having me on.  In both of these segments we discussed the seasonal period of choppy markets that historically occurs in August and September. Continue reading “The “August Chop” Stock Market (and Sentiment Results)…”

This week I chose Chris Stapleton’s hit song, “Starting Over” as the theme song for our article.  The salient lyrics are as follows: Continue reading “The Chris Stapleton Stock Market (and Sentiment Results)…”

This week we chose Dinah Washington’s legendary hit, “What a Difference a Day Makes” to capture the turn in sentiment that took place between Monday and Tuesday of this week: Continue reading “The Dinah Washington, “What a Difference a Day Makes” Stock Market (and Sentiment Results)…”

If it feels like the market is running in place, you’re right.  Look at the Small Caps (Russell 2000) above and the Dow Jones below, and your suspicions are confirmed: Continue reading “The “Whole Lotta Nothin’” Stock Market (and Sentiment Results)…”

270 panelists – with $805 billion in assets under management – participated in the BofA Global Research fund manager survey, taken July 2 to 8, 2021. Continue reading “July Bank of America Global Fund Manager Survey Results (Summary)”

On Friday I was on Fox Business – The Claman Countdown – with Lauren Simonetti.  Thanks to Ellie Terrett, Liz Claman and Lauren for having me on. Continue reading “A “Pockets of Value” Stock Market (and Sentiment Results)…”

This week we chose Luke Combs Billboard hit “Forever After All” to capture the current sentiment of the stock market. The lyrics that stood out were: Continue reading “The Luke Combs, “Forever After All” Stock Market (and Sentiment Results)…”

I had to look hard for a song to describe this week’s stock market sentiment, but I think I found the one in Sam Hunt’s recent country hit, “Breaking Up Was Easy In The 90’s”: Continue reading “The Sam Hunt, “Breaking Up Was Easy In The 90’s” Stock Market (and Sentiment Results)…”

In early 2019, during his 2018 annual letter, annual meeting and media appearances surrounding it, Warren Buffett made a few key points that seem more salient today than ever before: Continue reading “How to lose $50 million hedging inflation…”