Article referenced in podcast above:
The CAKE “Short Skirt, Long Jacket” Stock Market (and Sentiment Results)
In this episode we cover:
- Jobs Report
- Rig Count
- Harold Hamm on Oil Prices
- General stock market commentary.
- Hemline Indicator
- Valueline Geometric Index – Long Term Implications
- Positioning and sentiment.
- Increased Guidance on tap?
- Fed Liquidity.
- AAII sentiment.
- NAAIM positioning.
- Earnings by Sectors: Energy, Gold Miners, REITs
- S&P and Euro Stoxx 600 earnings.
- Where to find value? What’s Cheap?
- India Small Caps
- Commodities/CRB
- Exploration & Production
- Servicers?
