David Sowerby, Sonic AI

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David Sowerby, Sonic AI

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David Sowerby

Person · Business

17

Mentions

2

Episodes

17

Claims

David Sowerby, mentioned 17 times across podcast episodes and expert conversations analyzed by Sonic.

What David Sowerby has said

David Sowerby believes a 10-year Treasury yield of 5% would become a threat to the stock market.

bearish·David Sowerby

Marriott has over 700 properties located within 30 miles of a World Cup game this summer, positioning it to benefit from the event.

bullish·David Sowerby

Small-cap profits are projected to grow 18% to 19% into 2027, exceeding the 14% to 15% growth expected for large-cap profits.

bullish·David Sowerby

David Sowerby believes a 10-year Treasury yield of 5% would become a threat to the stock market.

Expert perspectiveDavid SowerbyJun 5

Marriott has over 700 properties located within 30 miles of a World Cup game this summer, positioning it to benefit from the event.

Expert perspectiveDavid SowerbyJun 5

Small-cap profits are projected to grow 18% to 19% into 2027, exceeding the 14% to 15% growth expected for large-cap profits.

Expert perspectiveDavid SowerbyJun 5

Everest Construction is growing its revenues and cash flow at a double-digit pace.

Expert perspectiveDavid SowerbyJun 5

David Sowerby believes the current equity market is the narrowest he has seen in 25 years, affecting not just the S&P 500 but also small-cap indexes.

Expert perspectiveDavid SowerbyJun 5

Everest Construction, an $8 billion market cap company, is a second-derivative play on the AI infrastructure build-out in data centers.

Expert perspectiveDavid SowerbyJun 5

Historically, 12 months after periods of unusually bearish market sentiment, the S&P 500 has been up by an average of 20%.

Expert perspectiveDavid SowerbyApr 15

General Motors has improved its capital allocation and has resumed growing its dividend.

Expert perspectiveDavid SowerbyApr 15

Historically, 12 months after periods of unusually bearish market sentiment, the Russell 2000 small-cap index has been up by an average of 25%.

Expert perspectiveDavid SowerbyApr 15

Stifel, a mid-cap financial company, is growing its revenue at a rate of 10%.

Expert perspectiveDavid SowerbyApr 15

The Federal Reserve is currently growing the M2 money supply at a rate of 5% to 6%, compared to 20% growth rates that previously led to 8% inflation.

Expert perspectiveDavid SowerbyApr 15

The private credit market is currently experiencing significant stress.

Expert perspectiveDavid SowerbyApr 15

Since 1987, the S&P 500 has outperformed the MSCI EAFE index by an annualized five percentage points.

Expert perspectiveDavid SowerbyApr 15

Amentum, a global engineering and technology company, manufactured equipment for the Artemis Orion rocket and the Iron Dome missile defense system.

Expert perspectiveDavid SowerbyApr 15

Since Thanksgiving of last year, small-cap stocks have risen 15%, outperforming the S&P 500, which is up 4% over the same period.

Expert perspectiveDavid SowerbyApr 15

The city of Detroit's municipal debt rating has been upgraded 11 times over the last 10 years, moving from CCC to Baa1.

Expert perspectiveDavid SowerbyApr 15

David Sowerby's largest holding in his large-cap portfolio is Broadcom, which he considers a beneficiary of AI-related spending.

Expert perspectiveDavid SowerbyApr 15

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