Article referenced in podcast above:
The Earth, Wind & Fire “Shining Star” Stock Market (and Sentiment Results)
In this episode we cover:
- general stock market commentary
- positioning and sentiment
- CNBC and Fox Business quotes from this week
- Increased Guidance on tap?
- Earnings by Sectors
- Energy E&P thesis
- CEO/CFO sentiment
- Fed Liquidity
- AAII sentiment
- NAAIM positioning
- S&P and Euro Stoxx 600 earnings
- Dogs of Dow
- Transports
- Jude Clemente Energy Article in Forbes
- Rig count
