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What Vance Howard is saying

CEO, Howard Capital Management

9 dated public stances tracked since 2026-07-11, most recently 2026-10-26. 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 Vance Howard'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. Vance Howard is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.

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9
tracked stances
8
themes
0
side flips
2026-10-26
last heard
Returns  90d -6.5% 50% correct · 6 calls
Points  Score -3.9 · 3/6 names green at 90 days · how it’s scored

Raw direction-aware returns on public statements — long calls credited when the price rose, shorts when it fell, shorts capped at −100% — in a rising market this mostly measures who was long, not who has skill. Returns run from the stance date; calls are rarely closed publicly, so fixed 90-day / 180-day / 1-year horizons are used. A horizon shows only once it has fully matured, and only at 5+ scored stances. “% correct” is the share of those scored calls whose direction-aware return was positive at the horizon — in a rising market a bullish call is correct by default, so read it beside the market, not alone.

Scored calls

Every tracked call with at least one matured horizon: the rows behind the Returns line above. A dash is a horizon that has not matured yet.

DateNameCall90d180d1y
2026-07-11Vbullish+7.9%——
2026-07-11SPXbullish+4.2%——
2026-07-11SOXXbullish+1.1%——
2026-07-11MSFTbearish-37.1%——
2026-07-11CGNXbullish-1.4%——
2026-07-11CATbullish-13.9%——

Most-argued themes

ThemeStancesLeanMixLast
SPX22 bullish2026-10-26
CAT11 bullish2026-07-11
CGNX11 bullish2026-07-11
MSFT11 bearish2026-07-11
NVDA11 bullish2026-10-26
SOXX11 bullish2026-07-11

Tracked stances

bullish / bearish is a view they argued; owns / short is a position they said they hold.

2026-10-26 SPX bullish Fox Business (uncut) · uncut_tv
Q4 seasonality offers roughly 80% historical odds of positive returns, with the election overhang lifting and the Fed unlikely to raise rates, providing a clear path to a year-end rally
“There's an 80% chance that we move higher into year end”
Fox Business uncut 2026-10-26 15:07 ET (5 min)
2026-10-26 NVDA bullish Fox Business (uncut) · uncut_tv
NVDA has pulled back to a key technical support level creating a favorable short-term entry with upside momentum resuming, confirmed by a 6.6% move after the recent recommendation
“I think it's going to move higher”
Fox Business uncut 2026-10-26 15:07 ET (5 min)
Said again: 2026-10-26 (Fox Business (uncut))
2026-10-26 TENB bullish Fox Business (uncut) · uncut_tv
Tenable is breaking out on elevated volume, a technically actionable setup regardless of the extended year-to-date run, with the chart confirming strength
“Look at that great chart. That's a great breakout.”
Fox Business uncut 2026-10-26 15:07 ET (5 min)
Said again: 2026-10-26 (Fox Business (uncut))
2026-07-11 SPX bullish Fox Business · video
S&P 500 broke out of a flag pattern with broad market breadth (60% of stocks above 200-day MA), signaling a move toward the 8,000 target
“you've got a flag pattern going on, which it broke out of that flag pattern”
90d +4.2%
Kevin Warsh is in an AWKWARD position here, expert observes
2026-07-11 SOXX bullish Fox Business · video
Semiconductor ETF has pulled back to a technically attractive buy point at the 50-day moving average, which should act as support before moving higher
“you can trade the ETF of the semis, SOXX, and it's pulled back to a very attractive buy point in our opinion”
90d +1.1%
Kevin Warsh is in an AWKWARD position here, expert observes
2026-07-11 V bullish Fox Business · video
Visa is breaking out to a 60-day and approaching 52-week high on strong fundamentals, with technicals confirming the breakout
“it's starting to break out to a high, 60-day high, maybe even 52-week high”
90d +7.9%
Kevin Warsh is in an AWKWARD position here, expert observes
2026-07-11 CAT bullish Fox Business · video
Caterpillar pulled back to its 50-day moving average in a solid uptrend and benefits from data center construction demand
“especially for this year with what's going on with data centers and construction”
90d -13.9%
Kevin Warsh is in an AWKWARD position here, expert observes
2026-07-11 CGNX bullish Fox Business · video
Cognex is in a solid technical uptrend with the current pullback being temporary, repeatedly finding support at the 50-day MA before making new highs
“it seesaws its way higher and higher throughout the course of the end of the year”
90d -1.4%
Kevin Warsh is in an AWKWARD position here, expert observes
2026-07-11 MSFT bearish Fox Business · video
Microsoft's chart pattern looks broken with too many better opportunities elsewhere, causing the speaker to exit and avoid re-entry
“The chart pattern looks terrible. There's too many great opportunities”
90d -37.1%
Kevin Warsh is in an AWKWARD position here, expert observes

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