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:
Continue reading ““There’s a Pony in This Pile” Stock Market (and Sentiment Results)…”
The July survey covered 211 institutional fund managers with $504 billion under management. Continue reading “July 2025 Bank of America Global Fund Manager Survey Results (Summary)”
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)…”
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)…”
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)…”
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)…”
The June survey covered 222 institutional fund managers with $587 billion under management. Continue reading “June 2025 Bank of America Global Fund Manager Survey Results (Summary)”
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)…”
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)…”
A couple weeks ago, I joined Jared Blikre and Sydnee Fried on Yahoo! Finance “Stocks in Translation” to discuss markets, moats, housing, picks, and more. Thanks to Jared, Sydnee, and Taylor (Smith) Clothier for having me on:
Continue reading ““Cleanup to Comeback” Stock Market (and Sentiment Results)…”
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