Category: Commentary

Key Market Outlook(s) and Pick(s)

On Wednesday, I joined Cheryl Casone on Fox Business “Claman Countdown” to discuss markets, outlook, and more. Thanks to Cheryl and Brooke Haliscak for having me on:

Continue reading ““BABA Back in Business” Stock Market (and Sentiment Results)…”

Key Market Outlook(s) and Pick(s)

On Monday, I joined Brian Brenberg, Taylor Riggs, Jackie DeAngelis, and Dagen McDowell on Fox Business “The Big Money Show” for the full hour to discuss markets, the China deal, Saudi Arabia, Trump’s Middle East trip, $UAL, the FAA, Digital detox, and outlook. Thanks to Brian, Taylor, Jackie, Dagen, Madison Murtagh, and Cassie Loeloff for having me on:

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Continue reading ““The Magic’s Still There” Stock Market (and Sentiment Results)…”

Key Market Outlook(s) and Pick(s)

On Monday, I joined David Lin on his show “The David Lin Report” to discuss the market’s resilience amid tariff concerns, broader outlook for the second half, international equities, and natural gas as an AI-driven play. Thanks to David for having me on. My conversations with David tend to go viral and get a lot of attention. This one’s no different! Watch here to see why:

Continue reading ““New Homes, New Rides” Stock Market (and Sentiment Results)…”

Key Market Outlook(s) and Pick(s)

On Thursday, I joined Liz Claman on Fox Business “Claman Countdown” to discuss markets, the Fed, trade, PayPal, and Boeing. Thanks to Liz, Brooke Haliscak, and Jake Mack for having me on:

Continue reading ““In Leaders We Trust” Stock Market (and Sentiment Results)…”

Boeing 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 ““Cleared for Takeoff” 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, tariffs, opportunities, Boeing, and Disney. Thanks to Stuart and Christian Dagger for having me on:

Continue reading ““Don’t Fight the Data” 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, tariffs, the Fed, mortgage rates, Brad Jacobs, and QXO. Thanks to Stuart and Christian Dagger for having me on:

Continue reading ““Tariffs: Perception vs. Reality” Stock Market (and Sentiment Results)…”

Key Market Outlook(s) and Pick(s)

On Tuesday, I joined Karina Mitchell on CGTN America to discuss markets, outlook, tariffs, and where we see opportunities. Thanks to Karina and Bruno Felberg for having me on:

Continue reading ““Home Sweet Home” Stock Market (and Sentiment Results)…”