Part IV: Live Today as a Guest on Benzinga Radio — PreMarket PREP — Talking About 2016’s Highest-Impact Country ETFs / Sectors / Equities that will Surge Next — A Major Emerging Market Recovery is In Play
by efrem on Monday March 28, 2016 at 6:33 pm EST | Tags: ADM, Ag, Agriculture, Brazil, CAT, Chile, CNXT, DBA, ECH, El Nino, Electric Utilities, ENI, EPP, EWY, EWZ, GDX, GDXJ, GE, GigaFactory, GXC, IHE, ITUB, MRK, PAAS, RSGUF Rogers Sugar, SIL, SLW, South Korea, Soybeans, SQM, TESLA, TSLA, UAG, XLK, XLV, XME
This morning Running Alpha’s CEO & Founder was invited back as a special guest for a second time since January on BenZinga Live Radio PreMarket PREP. Click Here for a recorded copy of this Morning’s 9:15 AM EDT audio session on SoundCloud. The recording is also available on iTunes and Stitcher.
In case you did not have access to the live commentary post on Benzinga live chat, you can find it consolidated with the unabridged market update below; serving as the founder’s overall macro-view of market opportunities. As a bonus, a dash of actionable stock and ETF-specific investment ideas are sprinkled throughout.
The talk starts off with the host revisiting Efrem Hoffman’s previous commentary on Jan. 8th, mentioning Running Alpha’s correct high conviction, time-relevant market call, which laid out the case for an imminent recovery ( when just about everyone from market professionals to retail investors were in a state of panic and anger ) from the prolonged period of global market risk events leading into the New Year. Among a special line up of three seasoned guests, Efrem ads a sentiment analytics flavor to the three other independent guest conversation sessions with the host, which included: a general discussion on the December’s jobs number released today; followed by a talk to Ron Insana, Michael Corcelli, Efrem Hoffman, and Mohamed El-Erian — focusing on what these numbers and market action were telling them about the economy going forward.