Category: Commentary

Market Overview

CNBC – London

This morning I joined Karen Tso and Arabile Gumede on CNBC London to discuss my 2024 outlook and a lot more…

Thanks to Chris Kang, Karen and Arabile for having me on: Continue reading ““The Last Shall Be First” Stock Market (and Sentiment Results)…”

Short Term Pain (maybe)?

Yesterday’s sell-off in equity markets coincided with another weak Treasury bond auction. That minor catalyst was compounded by the low liquidity of holiday markets.

Friday’s Core PCE inflation numbers should put the final nail in the coffin for any Fed Cut doubters.  I doubt you will see any more officials paraded out (with a straight face) to try to walk back Powell’s dovish pivot after Friday’s print.

There is good instinct from many market participants that we’ve come “too far, too fast” – in recent weeks – and must now have a correction.  They are probably right – to a degree…  Here’s what they are looking at: Continue reading ““Rally Over or Just Beginning?” Stock Market (and Sentiment Results)…”

On Tuesday I joined Charles Payne on Fox Business to discuss 3 turnaround stocks we own and why we own them.  Thanks to Charles, Kayla Arestivo and Nick Palazzo for having me on:

Continue reading “How It Started. How It’s Going – Stock Market (and Sentiment Results)…”

On Monday, I joined Nicole Petallides on the Schwab Network (live from the NYSE) to discuss market outlook into year-end and 2024, as well as two stock picks.  Thanks to Nicole, Kaitlyn Crist, Heidi Schultz and Meaghan Grealish for having me on:

As we wind down an amazing earnings season, I’m trying to highlight the results from 1-2 companies per week that we have talked about on our weekly podcast|videocast(s).  Today we’ll do a deep dive on BAX and AAP: Continue reading ““Devices and Door Handles” Stock Market (and Sentiment Results)…”

As we catch up on an amazing earnings season…

(factset)

I’m trying to highlight the results from 1-2 companies per week that we have talked about on our weekly podcast|videocast(s).  Today we’ll do a deep dive on SWK and BABA: Continue reading “Tools and Tech Stock Market (and Sentiment Results)…”

“Next Thing You Know” is a song co-written and recorded by American country music singer Jordan Davis. It was released on February 21, 2023.  It was nominated for the Country Music Association Award for Single, Song and Video of the Year at the 57th Annual Country Music Association Awards. (wikipedia) Continue reading ““Next Thing You Know” Stock Market (and Sentiment Results)…”

General Market Overview

Thanks to Liz Claman, Kathryn Meyers and Jake Mack for having me on Fox Business – The Claman Countdown – on Tuesday.  I joined Jon Najarian – who will be a special guest on our podcast|videocast tonight.  Watch here for my outlook and a turnaround pick:

Watch in HD directly on Fox Business

Here were my notes ahead of the segment:
Continue reading ““Earnings Results Hopping” Stock Market (and Sentiment Results)…”