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Ben Emons on Middle East Risk & the Fragility of Global Oil Markets
Ben Emons breaks down how escalating Middle East tensions are reshaping global energy markets and complicating the inflation outlook. He explains why…
3 weeks, 4 days ago
Fed in the Middle: New Dual Mandate Challenges Add Rate Uncertainty
Ben Ayers says the latest FOMC minutes show a Federal Reserve caught between persistent inflation and growing labor‑market risks, even as rate cuts r…
3 weeks, 4 days ago
From AI to Oil: Tim Harder on Market Risks and Fed Trade‑Offs
Tim Harder says recent volatility tied to geopolitics has created a rare opportunity for investors to rebalance portfolios. He explains why maintaini…
3 weeks, 4 days ago
Phillip Streible's Case for Crude Oil Volatility Continuing & Stock Positioning
Phillip Streible sees energy markets staying fragile over what he considers a fragile ceasefire between the U.S. and Iran. He explains why physical o…
3 weeks, 5 days ago
Diehl: Strait of Hormuz "Cautionary Tale," "Out" of Mag 7 Except NVDA & AMZN
Philip Diehl, president of the U.S. Money Reserve, is skeptical the two-week ceasefire between the U.S. and Iran will even hold due to the stark diff…
3 weeks, 5 days ago
Gilland: AAPL Playing AI Race in Smart Manner, GOOGL Next Biggest Winner
Logan Gilland believes Apple's (AAPL) decision to temporarily stay on the sidelines of the AI trade is a smart one. While other Mag 7 giants spend hu…
3 weeks, 5 days ago
Gen Z Drinking Trends Create Generational Headwind for STZ
Gen Z is "definitely less into drinking" compared to all of their older peers, says Landon Swan with LikeFolio. It's creating a disconnect between Co…
3 weeks, 5 days ago
DAL Earnings Show Strength Against Volatile Energy Pricing
Delta Air Lines (DAL) shares soared after earnings highlighted strength in premium and corporate travel. David Nelson and Meghna Maharishi discuss wh…
3 weeks, 5 days ago
Mike Townsend on Trump's Midterm Pressures from Iran & Energy Disruption Timeline
Charles Schwab's Mike Townsend says Wednesday's relief rally has "rational exuberance" but remains riddled with uncertainty. While Mike believes Pres…
3 weeks, 5 days ago
Garrett Nelson Previews STZ Earnings & Explains TSLA Themes Beyond EVs
CFRA's Garrett Nelson talks about the key expectations investors should watch heading into earnings for Constellation Brands (STZ) after Wednesday's …
3 weeks, 5 days ago