Key Market Outlook(s) and Pick(s)
On Friday, I joined Charles Payne on Fox Business to discuss markets, outlook, mid-term cycle, dividend payers, $XRAY, $NOV, $GXO, and a lot more. Thanks to Charles and Nick Palazzo for having me on:
Category: Commentary
“A Healthier Smile Ahead” Stock Market (and Sentiment Results)…
Key Market Outlook(s) and Pick(s)
On Monday, I joined my good friend Lou Basenese on his podcast “The Big Skinny” to discuss two of our favorite stocks for 2026, PayPal ($PYPL) and Dentsply Sirona ($XRAY). Thanks to Lou for having me on:
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“Turnaround on the Menu” Stock Market (and Sentiment Results)…
Key Market Outlook(s) and Pick(s)
On Friday, I joined Ash Webster on Fox Business “Varney & Co” to discuss markets, outlook for 2026, and new portfolio position Dentsply Sirona ($XRAY). Thanks to Ash, Peyton Jennings, and Garrett Collins for having me on:
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“Setting Up the Second Act” Stock Market (and Sentiment Results)…
Key Market Outlook(s) and Pick(s)
On Wednesday, I joined Ash Webster on Fox Business “Varney & Co” to discuss markets, outlook for 2026, AI, and more. Thanks to Ash and Peyton Jennings for having me on:
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“Lifting Off and Looking Good” Stock Market (and Sentiment Results)…
Key Market Outlook(s) and Pick(s)
On Monday, I joined Stuart Varney on Fox Business “Varney & Co” to discuss markets, outlook for 2026, the Fed, the Santa trade, rotation, and more. Thanks to Stuart and Peyton Jennings for having me on:
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December 2025 Bank of America Global Fund Manager Survey Results (Summary)
The December survey covered 238 institutional fund managers with $364 billion under management.
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“Holiday Carts and Auto Parts” Stock Market (and Sentiment Results)…
Key Market Outlook(s) and Pick(s)
On Thursday, I joined Stuart Varney on Fox Business “Varney & Co” to discuss markets, the Fed, Pfizer, PayPal, and more. Thanks to Stuart and Peyton Jennings for having me on:
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“The Housing Power Play” Stock Market (and Sentiment Results)…
Key Market Outlook(s) and Pick(s)
On Wednesday, I joined Taylor Riggs, Brian Brenberg, Jackie DeAngelis, and Dagen McDowell on Fox Business’ The Big Money Show to discuss markets, the economy, news, and a lot more. Thanks to Taylor, Brian, Jackie, Dagen, and Madison Murtagh for having me on:
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“Getting Their Groove Back” Stock Market (and Sentiment Results)…
Disney 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).
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“Don’t Let the Gloom Fool You” Stock Market (and Sentiment Results)…
Key Market Outlook(s) and Pick(s)
On Thursday, I joined my good friend Kenny Polcari on his show Trader Talk on Yahoo! Finance to discuss markets, AI, the Mag-7, and more. Thanks to Kenny for having me on:
