Episode Details

A look back at what actually worked in the first half of 2026 versus what the consensus predicted in January. Great for humility about forecasts and a setup for second-half positioning.

Today's Stocks & Topics: Clean Harbors, Inc. (CLH), Market Wrap, Microsoft Corporation (MSFT), The Streaming Industry, The Campbell's Company (CPB), The Half-Year Scoreboard, Vanguard Information Technology ETF (VGT), State Street Technology Select Sector SPDR ETF (XLK), Xometry, Inc. (XMTR), Iron Mountain Incorporated (IRM), Indexes Performance.