Category: Commentary

“Proud Mary” is a song by American rock band Creedence Clearwater Revival written by John Fogerty. It was released as a single in January 1969 by Fantasy Records and on the band’s second studio album, Bayou Country. The song became a major hit in the United States, peaking at No. 2 on the Billboard Hot 100 in March 1969, the first of five singles to peak at No. 2 for the group.  (Wikipedia) Continue reading ““Proud Mary” Stock Market (and Sentiment Results)…”

On Tuesday, I joined the MoneyShow “Virtual Accredited Investor Conference” to present “Turnaround Tom’s Top Picks and Outlook for 2024.”  Thanks to Mike Larson, Debbie Osborne and Shelly Coyle for having me on: Continue reading “Citi Never Sleeps – Stock Market (and Sentiment Results)…”

Our article of the week and podcast is going out a day early this week as I will be traveling to Dallas for my eldest daughter’s Olympic Development Program in Water Polo.  On Friday afternoon, I will have a window of time open from 11am-4pm, when I am meeting with existing clients and new clients.  If you are a prospective investor and would like to meet on Friday afternoon in Dallas, Plano, Frisco or somewhere in-between reach out here. Continue reading “Disney Deja Vu Stock Market…”

Fox Business

On Thursday, after last week’s podcast|videocast, I joined Kelly O’Grady on Fox Business – The Claman Countdown.  In this segment we discussed 2024 market outlook, Small (and Mid Caps), why Fed Cuts (this round) are NOT bearish, Cooper Standard updates and more.  Thanks to Jake Mack and Kelly for having me on: Continue reading ““Hedge or No Hedge?” Stock Market (and Sentiment Results)…”

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)…”