I received a great email last week about sentiment. The question was: “What do you do when two different sentiment measures conflict?” For example, the NAAIM survey (a measure of active manager investment levels) has been declining lately, but Investors Intelligence (a measure of newsletter sentiment) shows an increasing number of bulls. See charts below. [...]
There is something big going on in the stock market. It’s something bigger than most people realize. I like to call it The Perfect Storm. It’s a favorable combination of technicals, fundamentals, global growth, interest rates, sentiment, a pro-business government, and a new technological revolution. The reason I’m excited about it is I’ve been around [...]
Here is the video clip from my Yahoo Finance appearance on their Final Round show on 9/20/17. I joined host Jen Rogers and Yahoo Finance Editor-in-Chief Andy Serwer for the first half of the show. I can be reached at: jfahmy@zorcapital.com
We will continue to see more upside into year-end for the following reasons: 1) Strength leads to more strength. Traditionally, when the early parts of the year are strong, the strength continues into year-end. For example, since 1945, January and February have both been positive 27 times (as it was this year). The market finished [...]
Last week I attended the SALT Conference, which is one of the biggest financial conferences of the year. Here is my interview with Liz Claman taped on Friday 5/19/17. Enjoy! I can be reached at: jfahmy@zorcapital.com Disclaimer: This information is issued solely for informational and educational purposes and does not constitute an offer to [...]
The market call I am making could be life changing. The explosive Bull Market from 1995-2000 helped so many investors multiply their accounts many times over and we could be heading into a similar period now. The problem is most money managers are not prepared for it and the majority of investors are scared. If [...]
In this interview for Yahoo Finance, I discuss why this Bull Market can continue higher, Amazon, and more! I can be reached at: jfahmy@zorcapital.com