On Wednesday, I joined Stuart Varney on Fox Business’s “Varney & Co.” to discuss markets, outlook, China, inflation, and the Fed. Thanks to Stuart and Christian Dagger for having me on:
Continue reading ““The GENIUS Trade Nobody Wants” Stock Market (and Sentiment Results)…”
On Monday, I joined Sean Callebs on CGTN America to discuss Elon Musk, DOGE, Starlink, Neuralink, SpaceX, Tesla, and more. Thanks for Sean and Nancy Said Ali for having me on:
Continue reading ““What the Consumer Wants” Stock Market (and Sentiment Results)…”
A couple weeks ago, I joined Jared Blikre and Sydnee Fried on Yahoo! Finance “Stocks in Translation” to discuss markets, moats, housing, picks, and more. Thanks to Jared, Sydnee, and Taylor (Smith) Clothier for having me on:
Continue reading ““Cleanup to Comeback” Stock Market (and Sentiment Results)…”
On Wednesday, I joined Cheryl Casone on Fox Business “Claman Countdown” to discuss markets, outlook, and more. Thanks to Cheryl and Brooke Haliscak for having me on:
Continue reading ““BABA Back in Business” Stock Market (and Sentiment Results)…”
The May survey covered 208 institutional fund managers with $522 billion under management. Continue reading “May 2025 Bank of America Global Fund Manager Survey Results (Summary)”
On Monday, I joined Brian Brenberg, Taylor Riggs, Jackie DeAngelis, and Dagen McDowell on Fox Business “The Big Money Show” for the full hour to discuss markets, the China deal, Saudi Arabia, Trump’s Middle East trip, $UAL, the FAA, Digital detox, and outlook. Thanks to Brian, Taylor, Jackie, Dagen, Madison Murtagh, and Cassie Loeloff for having me on:
Continue reading ““The Magic’s Still There” Stock Market (and Sentiment Results)…”
On Monday, I joined David Lin on his show “The David Lin Report” to discuss the market’s resilience amid tariff concerns, broader outlook for the second half, international equities, and natural gas as an AI-driven play. Thanks to David for having me on. My conversations with David tend to go viral and get a lot of attention. This one’s no different! Watch here to see why:
Continue reading ““New Homes, New Rides” Stock Market (and Sentiment Results)…”
On Thursday, I joined Liz Claman on Fox Business “Claman Countdown” to discuss markets, the Fed, trade, PayPal, and Boeing. Thanks to Liz, Brooke Haliscak, and Jake Mack for having me on:
Continue reading ““In Leaders We Trust” Stock Market (and Sentiment Results)…”
Each week we try to cover 1-2 companies we have discussed in previous podcast|videocast(s) and/or own for clients (including personally).
Continue reading ““Cleared for Takeoff” Stock Market (and Sentiment Results)…”
On Friday, I joined Stuart Varney on Fox Business “Varney & Co” to discuss markets, tariffs, opportunities, Boeing, and Disney. Thanks to Stuart and Christian Dagger for having me on:
Continue reading ““Don’t Fight the Data” Stock Market (and Sentiment Results)…”
