Category: Commentary

Crown Castle 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).

Continue reading ““The Crown Gets Its Shine Back” Stock Market (and Sentiment Results)…”

Key Market Outlook(s) and Pick(s)

On Tuesday, I joined Stuart Varney on Fox Business’s “Varney & Co.” to discuss markets, outlook, the Fed, inflation, and more. Thanks to Stuart, Christian Dagger, and Peyton Jennings for having me on:

Watch in HD Directly on Fox Business

Continue reading ““There’s a Pony in This Pile” Stock Market (and Sentiment Results)…”

Comstock Resources 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).

Continue reading ““Plenty of Gas Left in the Tank” Stock Market (and Sentiment Results)…”

Key Market Outlook(s) and Pick(s)

On Wednesday, I joined David Lin on “The David Lin Report” for an in-depth conversation on my market outlook and “what’s next”/how we are positioned to benefit:

Continue reading ““Goose on the Loose” Stock Market (and Sentiment Results)…”

Key Market Outlook(s) and Pick(s)

On Tuesday, I joined Stuart Varney on Fox Business’s “Varney & Co.” for the full hour to discuss markets, outlook, the Fed, PayPal, Boeing, Advance Auto Parts, and Estee Lauder. Thanks to Stuart, Christian Dagger, and Peyton Jennings for having me on:

Continue reading ““Time for a Makeover” Stock Market (and Sentiment Results)…”

Bank of America Fund Manager Survey Update

On Tuesday, we put out a summary of the monthly Bank of America “Global Fund Manager Survey.” This month they surveyed 222 institutional managers with ~$587B AUM:

Continue reading ““It Plays Out in Cycles” Stock Market (and Sentiment Results)…”

Key Market Outlook(s) and Pick(s)

On Wednesday, I joined Stuart Varney on Fox Business’s “Varney & Co.” to discuss markets, outlook, China, inflation, and the Fed. Thanks to Stuart and Christian Dagger for having me on:

Continue reading ““The GENIUS Trade Nobody Wants” Stock Market (and Sentiment Results)…”

Key Market Outlook(s) and Pick(s)

On Monday, I joined Sean Callebs on CGTN America to discuss Elon Musk, DOGE, Starlink, Neuralink, SpaceX, Tesla, and more. Thanks for Sean and Nancy Said Ali for having me on:

Continue reading ““What the Consumer Wants” Stock Market (and Sentiment Results)…”