On Monday, I joined Stuart Varney on Fox Business’ Varney & Co. to discuss markets, the economy, earnings, the consumer, Advance Auto Parts ($AAP), VF Corp ($VFC), and more. Thanks to Stuart and Maggie Edwards for having me on:
Continue reading ““Chips and Drill Bits” Stock Market (and Sentiment Results)…”
On Monday, I joined Charles Payne on Fox Business to discuss markets, the economy, the consumer, QXO ($QXO), GXO ($GXO), Boeing ($BA), VF Corp ($VFC), Papa John’s ($PZZA), and more. Thanks to Charles and Nicholas Palazzo for having me on:
Continue reading ““Past the Turbulence” Stock Market (and Sentiment Results)…”
On Tuesday, I joined Stuart Varney on Fox Business’ Varney & Co. to discuss Iran, markets, the economy, outlook, earnings, banks, and a lot more. Thanks to Stuart and Maggie Edwards for having me on:
Continue reading ““Bought Before the Buzz” Stock Market (and Sentiment Results)…”
The April survey covered 193 institutional fund managers with $563 billion under management.
Continue reading “April 2026 Bank of America Global Fund Manager Survey Results (Summary)”
On Monday, I joined Ash Webster on Fox Business’ Varney & Co. to discuss markets, the economy, outlook, Iran, and a lot more. Thanks to Stuart Varney, Ash, and Maggie Edwards for having me on:
Continue reading ““X Marks the Upcycle” Stock Market (and Sentiment Results)…”
On Friday, I joined Liz Claman on Fox Business’ The Claman Countdown to discuss markets, the economy, Iran, energy, and a lot more. Thanks to Liz and Brooke Haliscak for having me on:
Continue reading ““Back on the Menu” Stock Market (and Sentiment Results)…”
On Monday, I joined Taylor Riggs, Brian Brenberg, Jackie DeAngelis, and Kennedy on Fox Business’ The Big Money Show to discuss markets, the economy, Iran, Papa John’s ($PZZA), and more. Thanks to Taylor, Brian, Jackie, Kennedy, and Anastasia Cavounis for having me on:
Continue reading ““The Kingdom and the Cloud” Stock Market (and Sentiment Results)…”
On Tuesday, we put out a summary of the monthly Bank of America “Global Fund Manager Survey.” This month they surveyed 210 institutional managers with ~$589B AUM:
Continue reading ““Pipeline to Profits” Stock Market (and Sentiment Results)…”
The March survey covered 210 institutional fund managers with $589 billion under management.
Continue reading “March 2026 Bank of America Global Fund Manager Survey Results (Summary)”
On Tuesday, I joined Stuart Varney on Fox Business “Varney & Co” to discuss markets, outlook, Iran, oil, $AAP, $PZZA, and more. Thanks to Stuart and Maggie Edwards for having me on:
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