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The Case for 2+ Rate Cuts & No Rate Cuts in 2026
Ian Wyatt and John Blank focus on the Fed and lay out their expectations for rate cuts. Without high oil prices, Ian sees 2-3 cuts, but could easily …
1 month, 1 week ago
Nancy Tengler Adds PLTR, MSFT & GEV Positions, Explains Oil's Economic Impact
Nancy Tengler, CEO & CIO of Laffer Tengler, was "expecting a lot of chop" in 2026 but sees markets are moving in the right direction. Her firm recent…
1 month, 1 week ago
Christopher Zook on Navigating Crude Oil Swings, Private Credit Risks & AI Software
Christopher Zook sees crude oil and general market disruption clearing in the next couple of weeks. He tells investors to "look past the noise" and f…
1 month, 1 week ago
Technical Tuesday: SPX, AAOI, STX
Kevin Horner’s Technical Tuesday charts cover the S&P 500 (SPX), Applied Optoelectronics (AAOI), and Seagate (STX). On the SPX, he points to the 6,54…
1 month, 1 week ago
How Gen Z is Buying Homes in a Difficult Real Estate Market
Brad Hunter covers the housing market with an eye towards Gen Z buyers. “It has become extremely difficult for the younger generation,” he says, but …
1 month, 1 week ago
Ca$htag$: How Does Chewy (CHWY) Grow From Here?
LikeFolio’s Andy Swan reviews the “tough” situation Chewy (CHWY) is in. “Things really peaked early last year,” he notes. Chewy’s growth from here “h…
1 month, 1 week ago
"Show Me the Money:" Headwinds & Tailwinds Ahead for AI ROI
People are looking for "cracks in the wall" when it comes to the tech trade, says Dave Nicholson. He believes investors are in a "show me the money" …
1 month, 1 week ago
Cybersecurity Taking AI Crown? Why CRWD, PANW, FTNT & Others Will Win AI Race
Cybersecurity stocks will be the real AI winners, argues Dr. Chris Pierson. CrowdStrike (CRWD), Palo Alto Networks (PANW), Fortinet (FTNT) and relate…
1 month, 1 week ago
The Big 3: PLTR, TSLA, NVDA
Joe Tigay takes on Big Tech for today's Big 3 in the midst of what he calls a "very tradeable environment." He starts with Palantir (PLTR) and long-t…
1 month, 1 week ago
Schatz: Market to New All-Time Highs by July 4
Paul Schatz expected a bigger market pullback yesterday to put a bottom in, and since we didn’t see it, thinks we still need one “final whoosh” lower…
1 month, 1 week ago