Right now we are trading at 18.6x 2020 EPS for the S&P 500.
Continue reading “3 Pieces to the 2020 Earnings Puzzle (and Sentiment Results)”
Right now we are trading at 18.6x 2020 EPS for the S&P 500.
Continue reading “3 Pieces to the 2020 Earnings Puzzle (and Sentiment Results)”
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”
Data Source: barchart
Today some institution/fund purchased 1,293 contracts of Jan 2021 $65 strike calls (or the right to buy 129,300 shares of ViacomCBS Inc. (VIAC) at $65). The open interest was just 513 prior to this purchase. Continue reading “Unusual Options Activity – ViacomCBS Inc. (VIAC)”
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.