The November survey covered 202 institutional fund managers with $550 billion under management.
Continue reading “November 2025 Bank of America Global Fund Manager Survey Results (Summary)”
Category: Commentary
“Boring Never Looked So Good” Stock Market (and Sentiment Results)…
Key Market Outlook(s) and Pick(s)
On Friday, I joined Maria Bartiromo on Fox Business’s Mornings with Maria to discuss markets, AI, outlook, and more. Thanks to Maria, Caroline Haubenstricker, and Sana Bakshi for having me on:
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“Turning the Corner” Stock Market (and Sentiment Results)…
Key Market Outlook(s) and Pick(s)
On Monday, I joined Taylor Riggs, Brian Brenberg, Jackie DeAngelis, Dagen McDowell, and David Asman on Fox Business’ The Big Money Show to discuss markets, the economy, Warren Buffett, and more. Thanks to Taylor, Brian, Jackie, Dagen, David, and Madison Murtagh for having me on:
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“Old Dogs, New Tricks” 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, earnings, the Mag 7, Alibaba, and more. Thanks to Stuart, Peyton Jennings, and Christian Dagger for having me on:
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“When Rates Fall, Castles Rise” 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, outlook, earnings, and more. Thanks to Stuart, Peyton Jennings, and Christian Dagger for having me on:
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“Back in Style” Stock Market (and Sentiment Results)…
Key Market Outlook(s) and Pick(s)
On Tuesday, I joined Steve Lai on BBC News to discuss markets, earnings, banks, the Fed, tech, the IMF, and more. Thanks to Steve and Joao Da Silva for having me on:
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October 2025 Bank of America Global Fund Manager Survey Results (Summary)
The October survey covered 193 institutional fund managers with $468 billion under management.
Continue reading “October 2025 Bank of America Global Fund Manager Survey Results (Summary)”
“Breaking the Ice” 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 markets, AI, meltup chatter, earnings, Diageo, Estee Lauder, and more. Thanks to Stuart, Peyton Jennings, and Christian Dagger for having me on:
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“Foundation for a Comeback” Stock Market (and Sentiment Results)…
Key Market Outlook(s) and Pick(s)
On Tuesday, I joined Charles Payne on Fox Business to discuss markets, cash, the Mag 7, Baxter, Alibaba, QXO, Advance Auto Parts, NOV, Inc. and more. Thanks to Charles and Nick Palazzo for having me on:
Watch in HD directly on Fox Business
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“Early Innings” Stock Market (and Sentiment Results)…
Key Market Outlook(s) and Pick(s)
On Monday, I joined Liz Claman on Fox Business “Claman Countdown” to discuss markets, the economy, Alibaba, Nvidia, Comstock Resources, Energy, and a lot more. Thanks to Liz and Brooke Haliscak for having me on:
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