Election Day Implications

On Wednesday Morning (right after the election) I joined Stuart Varney on Fox Business to discuss the implications of the Election on markets.  Thanks to Stuart, Preston Mizell and Christian Dagger for having me on.

Here were my notes ahead of the segment:

During earnings season I try to cover 1-2 stocks that we have discussed on our podcast|videocast and/or hold in client portfolios/personally/beneficially.

Alibaba

A friendly reminder to all of the Nervous Nellies out there regarding Trump’s Tariffs on China.  We’ve seen this movie before:

China will announce their proactive stimulus on Friday.

Cooper Standard

Click here for the most recent update on Cooper Standard and links to the original thesis – going back to May 2022 – when we initiated the position at ~$5.42:

Earnings Call:

General Market:

The CNN “Fear and Greed” flat-lined from 58 last week to 58 this week.  You can learn how this indicator is calculated and how it works here: (Video Explanation)

The NAAIM (National Association of Active Investment Managers Index) (Video Explanation) rose to 82.53% this week from 79.13% equity exposure last week.

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