On Tuesday, we put out a summary of the monthly Bank of America “Global Fund Manager Survey.” This month they surveyed 196 institutional managers with ~$490B AUM:
Continue reading ““The Fuel Behind the Future” Stock Market (and Sentiment Results)…”
The September survey covered 196 institutional fund managers with $490 billion under management.
Continue reading “September 2025 Bank of America Global Fund Manager Survey Results (Summary)”
A few weeks ago, the Fed finally acknowledged the dual mandate at Jackson Hole and signaled what we have been anticipating for months: the start of an easing cycle. Continue reading ““Don’t Count the Staples Out” Stock Market (and Sentiment Results)…”
On Thursday, I joined Myles Udland and Ines Ferre on Yahoo! Finance for the full hour to discuss markets, picks, outlook, and more. Thanks to Myles, Ines, and Taylor (Smith) Clothier for having me on:
On Tuesday I joined Kai Hoffmann on his podcast “Soar Financially” to discuss everything markets and a lot more. Thanks to Kai for having me on:
Continue reading ““The Capitulation Rally” Stock Market (and Sentiment Results)…”
On Monday, I joined Liz Claman on Fox Business “Claman Countdown” to discuss markets, picks, and more. Thanks to Liz and Brooke Haliscak for having me on:
Continue reading ““Fed Opens the Floodgate” Stock Market (and Sentiment Results)…”
On Friday, I joined Ash Webster on Fox Business to discuss Warren Buffett, markets, picks, and more. Thanks to Ash, Christian Dagger, and Peyton Jennings for having me on:
Continue reading ““Crafting a Comeback” Stock Market (and Sentiment Results)…”
On Tuesday, I had the pleasure to interview the President and CEO of VF Corp. – Bracken Darrell (VFC is one of our larger holdings). I am very grateful to him for taking the time out and participating in this long-form format. It enabled us to get granular on the details of the business, where we’ve come from and more importantly – where we are going!
This conversation exceeded any expectations of what I had going in and I believe you will find this to be one of the most important hours of content I have ever put out. I hope you enjoy watching it as much as I enjoyed hosting it:
Continue reading ““Full Volume Ahead” Stock Market (and Sentiment Results)…”
The August survey covered 197 institutional fund managers with $475 billion under management. Continue reading “August 2025 Bank of America Global Fund Manager Survey Results (Summary)”
On Monday, I joined Brian Sozzi on Yahoo! Finance to discuss markets, outlook, and major headlines. Thanks to Brian and Justin Oliver for having me on:
Continue reading ““The Return of the Boring” Stock Market (and Sentiment Results)…”
Each week we try to cover 1-2 companies we have discussed in previous podcast|videocast(s) and/or own for clients (including personally).
Continue reading ““Ignore the Noise, Follow the Leader” Stock Market (and Sentiment Results)…”
SCROLL DOWN TO ENTER YOUR EMAIL
FREE: Professional Market Data/Analysis, Company by Company Stock/Financial Analysis, plus AMA questions from our audience - by a Seasoned Pro - each week.
Proven Value: Over 300+ Episodes... Over 6+ years running...
First Added Bonus for signing up:
We will send you a FREE copy of Warren Buffett's Favorite Book (credited for changing his life):
Second Added Bonus: Be in the KNOW: Get Hedge Fund Tips® FREE Daily Email Newsletter NOW.
100% privacy. No email sharing. No spam.
GET YOURS NOW:
