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From the Desk of Kelly Evans: The stock market has done even better than you think 5/15/24
Kelly explains how many investors have done better over time than they realize.
2 years, 1 month ago
Google’s Big Event, Meme Stocks Return, Travel Spending Boom 5/14/24
Google’s annual developers conference is kicking off with some big announcements on the company’s AI initiatives. We’ll bring you the headlines and b…
2 years, 1 month ago
From the Desk of Kelly Evans: Why is the Fed so itchy to cut? 5/14/24
Kelly explains why the Fed’s battle against inflation is far from over.
2 years, 1 month ago
Rebound or Real?, AI Arms Race, Finding Healthy Returns 5/13/24
Roaring Kitty and the meme trade are back, along with the rising risk of stagflation. We’ll look at how to position, and how to diagnose the health o…
2 years, 1 month ago
What the Tech?, The Key Catalyst, & Weathering Choppy Waters 5/10/24
Is the IPO reopening real? Is Google’s AI strategy hinging on man? And speaking of AI, we’ve been waiting on something big from Apple, and they “crus…
2 years, 1 month ago
Consumer Cracking or Cranking?, Beyond Meat CEO Exclusive, Gen Z’s Trade School Boom 5/9/24
Corporate America is giving mixed signals on the consumer. We’ll round up the latest company commentary and speak with Lidl’s US CEO about what he’s …
2 years, 1 month ago
Rate Cut La-La Land, Once-in-a-Lifetime Opportunity, Time to Trim Nvidia? 5/8/24
Jefferies’ David Zervos says traders are living in rate cut la-la land and joins Kelly to make his case. Plus, office loan defaults are nearing histo…
2 years, 1 month ago
Fed “Fumble”, Disney Disappointment, and iPad Promises 5/7/24
Stanley Druckenmiller says rate cuts should be entirely off the table and that the Fed fumbled the football on the 5-yard line with the game on the l…
2 years, 1 month ago
Buffett’s Cash Conundrum, Sticking with Starbucks, Earnings Exchange: DIS, SPG, LCID 5/6/24
This year’s “Woodstock for Capitalists” is in the books, and we’ve got one Berkshire shareholder to weigh in on Buffett’s latest moves. Plus, former …
2 years, 1 month ago
Rate Cut Timeline, Apple’s Core Issue, 3 Buys & A Bail: Boomerang CEOs 5/3/24
A weaker-than-expected jobs report following a more dovish-than-expected Powell this week... did it just change the rate cut timeline for the Fed? Pl…
2 years, 1 month ago