Boeing Update
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)…”
Category: Commentary
“Don’t Fight the Data” Stock Market (and Sentiment Results)…
Key Market Outlook(s) and Pick(s)
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)…”
April 2025 Bank of America Global Fund Manager Survey Results (Summary)
The April survey covered 195 institutional fund managers with $444 billion under management. Continue reading “April 2025 Bank of America Global Fund Manager Survey Results (Summary)”
“Tariffs: Perception vs. Reality” Stock Market (and Sentiment Results)…
Key Market Outlook(s) and Pick(s)
On Friday, I joined Stuart Varney on Fox Business “Varney & Co” to discuss markets, tariffs, the Fed, mortgage rates, Brad Jacobs, and QXO. Thanks to Stuart and Christian Dagger for having me on:
Continue reading ““Tariffs: Perception vs. Reality” Stock Market (and Sentiment Results)…”
“Home Sweet Home” Stock Market (and Sentiment Results)…
Key Market Outlook(s) and Pick(s)
On Tuesday, I joined Karina Mitchell on CGTN America to discuss markets, outlook, tariffs, and where we see opportunities. Thanks to Karina and Bruno Felberg for having me on:
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“The Times They Are A-Changin'” Stock Market (and Sentiment Results)…
Key Market Outlook(s) and Pick(s)
On Friday, I joined Ash Webster on Fox Business “Varney & Co” to discuss the bottoming process, Warren Buffett, sentiment, positioning, and outlook. Thanks to Ash and Christian Dagger for having me on:
Continue reading ““The Times They Are A-Changin’” Stock Market (and Sentiment Results)…”
EXCLUSIVE: CEO Interview Cooper Standard (and Markets Update)…
EXCLUSIVE: Cooper Standard (Ticker: CPS) Interview and Background
I had the pleasure to interview the Chairman and CEO of Cooper Standard – Jeff Edwards (CPS is one of our largest holdings). I am very grateful to him for taking the time out and participating in this long-form format. It enabled us to get granular on the details of the business, where we’ve come from and more importantly – where we are going!
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March 2025 Bank of America Global Fund Manager Survey Results (Summary)
The March survey covered 205 institutional fund managers with $477 billion under management. Continue reading “March 2025 Bank of America Global Fund Manager Survey Results (Summary)”
“Same Playbook, Different Day” Stock Market (and Sentiment Results)…
Key Market Outlook(s) and Pick(s)
On Monday, I joined Madison Mills and Brad Smith on Yahoo! Finance to discuss Mag 7, Carry Trade, Rates, JGB, International Stocks, and a lot more. Thanks to Madison, Brad, Justin Oliver, John Hyland, and Taylor Clothier for having me on:
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“Betting on the Jockey” Stock Market (and Sentiment Results)…
Key Market Outlook(s) and Pick(s)
On Tuesday, I joined Stuart Varney on Fox Business “Varney & Co” to discuss tariffs and markets. Thanks to Stuart, Christian Dagger and Preston Mizell for having me on:
Continue reading ““Betting on the Jockey” Stock Market (and Sentiment Results)…”