Cabot Street Check

Believe in the China Stock Rally, with Larry Cheung | Cabot Street Check

This week on Street Check, Larry Cheung joins for an extended conversation about investing in Chinese stocks. We discuss his recent experience in Hong Kong, the importance of catching early momentum in Chinese stocks and indexes, the evolution of China’s stance on AI, and the individual stocks he likes best right now (and how to trade them). To learn more about the offer mentioned on this episode, visit cabotwealth.com/street. For more of Larry’s insights, follow him on YouTube, Substack and social media @larrycheungcfa.
 
 
 

"European Stocks are the New Mag 7" | Cabot Street Check

This week on Street Check, Chris and Brad discuss the latest Fed meeting and rising uncertainty in the economy, the market’s performance so far in 2025, and whether you can invest in any of the “Mag 7” stocks now that they’ve flipped to the “Lag 7.” Then, they explore the outperformance of global stocks—especially in Europe—and the potentially massive opportunity there before closing the episode with a look at value stocks. For more information on the offer mentioned in this week's episode, visit cabotwealth.com/street.
 
 

Trump, Tariffs and Where the Market Goes from Here | Cabot Street Check

This week on Street Check, Chris and Brad welcome Mike Cintolo and Jacob Mintz to discuss a tough stretch for growth stocks and the market as a whole, where they’re seeing signs of a potential turnaround brewing, and how to position yourself in a period of uncertainty. Then, Michael Brush joins to offer up some contrarian buy signals, his take on sentiment and insider buying, and what might bring an end to tariff threats. For more details about the Investing Masterminds summit, visit cabotwealth.com/street.
 

Are We Hurtling Toward a New Bear Market? | Cabot Street Check

This week on Street Check, Chris and Brad discuss the fallout from tariffs, a correction in the Nasdaq, small caps, and growth stocks, and how much further the market could fall. Then, they talk about the recent surge in European stocks, Bitcoin, year-end calls, and Severance vs. White Lotus. For more information about the offer mentioned in this episode, visit www.cabotwealth.com/street.

Growth Stocks Implode. Are They Oversold? | Cabot Street Check

This week on Street Check, Chris and Brad discuss the growth stock sell-off, Nvidia’s (NVDA) earnings and the market’s response, and what to do with Tesla (TSLA) in light of its recent performance. Then, they welcome Mish Schneider of MarketGauge to shed some light on the inflation picture, gold & silver, her “Economic Modern Family,” sentiment, and signs of strength in the “Vanity Trade.” Visit cabotwealth.com/street for her free special report.
 
 

European Stocks Surge; U.S. Housing Market Sags | Cabot Street Check

This week on Street Check, Chris and Brad discuss mixed signals from the market, surprising strength in European stocks and whether or not Alibaba (BABA) is the next big thing in AI. Then, they welcome on Nancy Zambell of Cabot Money Club to talk all about investor sentiment, which sectors are showing strength, and the state of the housing market. To learn more about Cabot Money Club, click here.
 

Our 3 Favorite Stocks for the First Half of 2025 | Cabot Street Check

This week on Street Check, Chris and Brad discuss the hotter-than-expected inflation print, robust earnings reports from a wide range of companies, and the (so far empty) threat of higher tariffs. Then, Producer Madison joins, and the three of them each offer their best pick for the rest of the first half of 2025. For more information on this week’s offer, visit cabotwealth.com/street.
 
 

It's Now a Stock Picker's Market. And That's a Good Thing | Cabot Street Check

This week on Street Check, Chris and Brad welcome a round table of Cabot analysts to offer their perspectives on the market. Jacob Mintz shares his thoughts on what may be a rolling bull market, Mike Cintolo talks growth stocks, market resilience and Palantir (PLTR), Tyler Laundon discusses small-cap stocks, macro conditions and the impact of tariffs, and Clif Droke sheds some light on the strength in gold, bank lending standards and Deere & Co. (DE). For the offer mentioned on this week’s episode, visit www.cabotwealth.com/street.

DeepSeek Explained - and Why It's Good for the Market | Cabot Street Check

This week on Street Check, Chris and Brad take a deep dive on DeepSeek and explore what it means for the AI narrative and the biggest winners of the last two years. Then, they discuss this week’s Fed meeting, Powell’s acknowledgment that 2% is a loose target and changes to their announcement language. Finally, they talk about recent outperformance by gold and metals, Tesla's latest announcements and Magnificent Seven earnings. For more details about the offer mentioned in today's episode, visit cabotwealth.com/street. 
 
 
 

The Market is SO Back! But for How Long? | Cabot Street Check

This week on Street Check, the bull market is back! Chris and Brad discuss the strong market breakout to start 2025, impressive growth at Netflix (NFLX) that pushed shares to fresh all-time highs, and earnings results from airlines that may signal another leg up for the sector. Then, they welcome on Mike Larson, Editor-in-Chief of MoneyShow, to share his perspective on the bull market, sector trends, and why investors should “Be Bold.” You can access the MoneyShow 2025 Top Picks Report here.