“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)…”

“Let There Be Light” Stock Market (and Sentiment Results)…

Then God said, “Let there be light,” and there was light. And God saw that the light was good. Then he separated the light from the darkness. God called the light “day” and the darkness “night.” And evening passed and morning came, marking the first day.

With rates steadying and turning, we believe a new day has begunContinue reading ““Let There Be Light” Stock Market (and Sentiment Results)…”