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Sandwiched between the political conventions and the debates (President and Vice President) are key congressional and economic issues that will likely have a significant impact on the markets in the ever volatile month of September. Notably the Frank/Dodd hearings, the CFTC energy speculation report...
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With the US economy tettering on the edge of a second down leg and much of the global economy poised to join, economic forecasts range from the plain bad to the outright terrible. My interview with the Senior US economist for Standard and Poors includes the impending W shaped US recession, the state...
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My interview with the Chief Market Technical Analyst for Miller + Tabak includes his (small) bear market call, the investment implications of the absence of the public and the dominance of hedge funds in today's market, and when the March lows of this year will be taken out. The length of the interview...
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My conversation with the Director of Research for Investment Management Associates and author of "Active Value Investing: Making Money in Range-bound Markets" includes the rationale why equities are in a range bound market, the "active value investing" approach to stock selection...
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In my interview with the Director of Global Equity Products for Jefferies & Co. we explored his shallow recession call, fairly strong operating earnings outlook, sectors (and industries within) that look attractive and ones to avoid, and the influence and importance of hedge funds. The length of...
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In my comprehensive interview, the Chief Economist with Strategas shares his thoughts and insights on a long and shallow US economic downturn, the US consumer - credit, spending, and savings, and residential and non residential construction and lending. The length of the interview is 17 minutes 52 seconds...
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In my interview with the President and CEO of Maria Fiorini Ramirez, Inc. we discussed her no recession call, impacts of a classic credit crunch and deleveraging, the balance sheet strength of US corporations, and the status of the US consumer. The length of the interview is 11 minutes 25 seconds. Click...
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In my conversation with the Chief Investment Strategist for Forbes, Inc. and author of "Even Buffett Isn't Perfect" we discussed his bearish economic outlook, a cautious equity markets view, why Financials while beginning to look attractive have more work to do before becoming a buy, his...
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My interview with the Chief Investment Strategist for Ned Davis Research includes a maximum equity underweight call, concern re key indicators in the recent market rally, and a sector, styles, and global strategy view. The length of the interview is 10 minutes 2 seconds. Click here to play this audio...
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"In my interview with the CEO of CreditSights we explored a wide range of factors related to the credit markets including rising corporate default risks, the difference between today's environment (economic and financial) versus 1990/1, confidence levels in the financial system, and an estimation...
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My interview with the Chief Investment Strategist for Legg Mason Capital Management includes a constructive view on the equity markets, value traps, expectational investing, behavioral finance, and his new book: "More Than You Know: Finding Financial Wisdom in Unconventional Places." The length...
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In my conversation with the Market Strategist/Private Client Group for Stifel Nicholas we covered equity market valuation issues, a recession call, the likelihood that S&P 500 operating earnings will decline to and through $80, and the limited prospects in emerging markets. The length of the interview...
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My interview with the Vice Chairman of Roth Capital Partners includes the state of the global economy, decoupling, China, and financial innovation. The length of the interview is 11 minutes 40 seconds. Click here to play this audio clip *To learn how to gain access to my weekly research report, "Sectors...