“Devices and Door Handles” Stock Market (and Sentiment Results)…

On Monday, I joined Nicole Petallides on the Schwab Network (live from the NYSE) to discuss market outlook into year-end and 2024, as well as two stock picks.  Thanks to Nicole, Kaitlyn Crist, Heidi Schultz and Meaghan Grealish for having me on:

As we wind down an amazing earnings season, I’m trying to highlight the results from 1-2 companies per week that we have talked about on our weekly podcast|videocast(s).  Today we’ll do a deep dive on BAX and AAP: Continue reading ““Devices and Door Handles” Stock Market (and Sentiment Results)…”

“LONG Santa, SHORT the Grinch” Stock Market (and Sentiment Results)…

On Wednesday, I joined Julie Hyman and Brian Sozzi on Yahoo! Finance to discuss an untold (under-covered) story about Charlie Munger and the future of Berkshire Hathaway.  This story was our inspiration for buying BIG in Cooper Standard (CPS) in May 2022.  Thanks to Justin Oliver, Julie and Brian for having me on: Continue reading ““LONG Santa, SHORT the Grinch” Stock Market (and Sentiment Results)…”

“Next Thing You Know” Stock Market (and Sentiment Results)…

“Next Thing You Know” is a song co-written and recorded by American country music singer Jordan Davis. It was released on February 21, 2023.  It was nominated for the Country Music Association Award for Single, Song and Video of the Year at the 57th Annual Country Music Association Awards. (wikipedia) Continue reading ““Next Thing You Know” Stock Market (and Sentiment Results)…”

“Earnings Results Hopping” Stock Market (and Sentiment Results)…

General Market Overview

Thanks to Liz Claman, Kathryn Meyers and Jake Mack for having me on Fox Business – The Claman Countdown – on Tuesday.  I joined Jon Najarian – who will be a special guest on our podcast|videocast tonight.  Watch here for my outlook and a turnaround pick:

Watch in HD directly on Fox Business

Here were my notes ahead of the segment:
Continue reading ““Earnings Results Hopping” Stock Market (and Sentiment Results)…”

“The Only Chart That Matters” Stock Market (and Sentiment Results)…

Markets are clearly concerned about the U.S. budget deficit and war spending.  Since the war began, the Biden administration and the U.S. Congress have directed $76.8 billion in assistance to Ukraine.  The Administration is now drafting a bill for another $100 billion for Israel and the Ukraine. Continue reading ““The Only Chart That Matters” Stock Market (and Sentiment Results)…”