Investors / stance tracking
What Bob Doll is saying
FollowFollowingUnfollowCEO & CIO, Crossmark Global Investments
5 dated public stances tracked since 2026-08-25, most recently 2026-10-30. Each line carries the date and the venue it came from; quotation marks mean verbatim. Methodology.
The stances below are c8alpha's editorial distillation of Bob Doll's public commentary — television, podcasts, and interviews — compiled by automated transcript analysis and dated to the episode they came from. They may lag the speaker's current view and may contain extraction errors. Text in quotation marks is verbatim from the episode; everything else is our paraphrase. Bob Doll is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
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5
tracked stances
5
themes
0
side flips
2026-10-30
last heard
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|---|---|---|---|
| COP | 1 | 1 bullish | 2026-10-30 | |
| Long Dur Treasuries | 1 | 1 bearish | 2026-08-25 | |
| SPX | 1 | 1 bullish | 2026-09-25 | |
| USD | 1 | 1 bearish | 2026-08-25 | |
| USTS | 1 | 1 bullish | 2026-09-25 |
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
Middle East uncertainty and risk of resumed Iran-related oil price spike make ConocoPhillips an oily safe-haven amid a tech-driven broad market selloff
“It's an oily name, and that's what I think investors should want in this uncertain environment about the Middle East”
Fox Business uncut 2026-10-30 15:07 ET (5 min)
Preferring stocks over bonds as bond market is now oversold, earnings remain strong, post-midterm seasonality is historically favorable, and AI-driven growth is not sensitive to rate hikes
Bloomberg Surveillance 9/25/2026
At 520 on the 10-year and with CCC spreads beginning to widen as a signal, bonds at these levels are starting to offer value and warrant incremental duration lengthening
“buying a bond at two is not the worst thing in the world here”
Bloomberg Surveillance 9/25/2026
2026-08-25
Long Dur Treasuries
bearish
Bloomberg Open Interest · video
Fiscal deficits, excess bond supply from AI capex buildout, and global supply pressures mean market forces will overwhelm Treasury's yield-capping efforts, pushing yields higher
“attempts to limit or even reverse the rise in US Treasury yields will ultimately fail”
Stocks Bounce Before Nvidia as Bessent Faces Pushback | Open Interest 8/25/2026
Treasury bond-buying that engineers a de facto Treasury-Fed accord loosens financial conditions and ultimately debases the dollar through financial repression
“attempts to cap Treasury yields could ultimately weaken the dollar”
Stocks Bounce Before Nvidia as Bessent Faces Pushback | Open Interest 8/25/2026
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