Podcast Episodes

Semi Stocks Get Smacked, and Roche Ups the Ante in the Weight Loss Drug Battle 7/17/24

Shares of ASML, Taiwan Semi and Nvidia sinking today as the SMH semiconductor ETF sees its worst day in over four years. Will rising geopolitical ten…

2 years ago

The Dow Surges Nearly 750 points and the Small Caps Hit Best Level in Two-Plus Years 7/16/24

The industrial average posted its biggest point gain since November 2022 as investors rushed out of the red-hot tech trade and into the tried but tru…

2 years ago

The Trump Trade Rally and a Fashion Faux Pas for Luxury Retail 7/15/24

Stocks and sectors that would be buoyed by a Trump victory in November soared today on expectations for a GOP win. How you should play the moves, and…

2 years ago

Is The Market Rotating Or Broadening?... And Options Action Ahead Of Earnings 7/12/24

Is there a market rotation or broadening taking place? Areas of the market that have underperformed so far this year are on a tear, so is tech’s tear…

2 years ago

The Greenlight To Exit Tech… And Pfizer’s Obesity Hopes 7/11/24

Yields dropping to their lowest level in months, as this morning’s inflation report boosted hopes of a rate cut. So is the rate retreat the greenligh…

2 years ago

Apple’s Momentum Keeps Building… And AI In Focus In Sun Valley 7/10/24

Shares of Apple keep climbing, and analysts are giving the tech titan the thumbs up as shipment estimates reportedly grow. But can you count on the c…

2 years ago

Big Banks Get A Bump… Plus Housing Sector Head Scratcher 7/9/24

Banks heading higher ahead of the group kicking off earnings season this Friday. The move in rates, and what Fed Chair Powell had to say on the hill.…

2 years ago

Signs Of A Weakening Consumer… And Pressure Mounting On President Biden 7/8/24

Consumer cracks starting to form, as fast food, gaming, and retail stocks all continue their decline. What the drops in these spaces could mean for c…

2 years ago

Big Tech’s Big Day… And Second Half Energy Playbook 7/5/24

Tech stocks rallying as Meta, Alphabet, Apple, Microsoft, and Amazon all closing at all-time highs. How today’s jobs report could impact tech’s tear,…

2 years ago

Pharma Stocks Get Hit As Biden Weighs In… Plus Tesla’s Delivery Beat 7/2/24

Eli Lilly and Novo Nordisk getting hit as President Biden says they’re “ripping off Americans”. 

The rising costs of weight loss drugs, and the politi…

2 years ago