Cabot Street Check

3 Ways to Buy the Bitcoin Rally. But Should You? | Cabot Street Check

This week on Street Check, Chris and Brad discuss Bitcoin's rally to all-time highs, signs of sticky inflation, and Rocket Lab (RKLB) blasting off on earnings. Then, they break down recent earnings reports from a handful of names, including Burberry (BURBY), AST SpaceMobile (ASTS), Carvana (CVNA), Dutch Bros (BROS) and more.

The Trump Trade, More Fed Relief, and NVDA Joins the Dow | Cabot Street Check

This week on Street Check, Chris and Brad discuss the market rally after President-elect Trump's victory on Tuesday night, the Fed's latest rate cut and whether their path forward has changed, and Nvidia's (NVDA) addition to the Dow. Then, they welcome on Mike Cintolo of Cabot Growth Investor and Cabot Top Ten Trader to talk about what he's seeing under the hood of the market and which stocks and sectors are breaking out.

Nancy Pelosi, JD Vance and AOC are Buying These Stocks | Cabot Street Check

This week on Street Check, Chris and Brad talk about the disappointing jobs numbers this morning, third-quarter earnings surprises, and volatility on the horizon with both the Fed meeting and election next week. Then, Brad quizzes Chris on the portfolios of members of Congress, the most popular stocks traded by elected officials, and whether fears about political “insider trading” are overblown.
 
 

Analyst Round Table: The Bulls Don't Care about the Election | Cabot Street Check

This week on Street Check, Chris and Brad are joined by a rotating cast of Cabot analysts. Jacob Mintz opens the episode talking options and the market setup heading into the election, Clif Droke highlights promising turnaround possibilities and gold, Tyler Laundon weighs in on small-cap stocks, and finally, Michael Brush provides an update on cannabis stocks, investor sentiment, and McDonald's (MCD).

How High Can the S&P, Apple, and Bitcoin Go in 2024? | Cabot Street Check

This week on Street Check, Chris and Brad discuss ASML (ASML)'s early earnings report and contrast it with a bullish report from Taiwan Semi (TSM), broadly bullish bank earnings, the impact of large-scale layoffs at high-profile firms, Alphabet (GOOG)'s monopoly ruling and ARK Funds becoming shorthand for wealth destruction. Then, they make over/under predictions for six investment categories for the end of 2024. For more information about the Cabot Value Investor offer mentioned on the episode, visit cabotwealth.com/street.

Tesla's Robotaxi was Hollywood's Latest Flop | Cabot Street Check

This week on Street Check, Chris and Brad discuss Tesla's (TSLA) "We, Robot" event and the market's response to the Robotaxi and the Optimus dancing robots, the latest inflation figures, and whether third-quarter earnings season will move stocks. Then, they welcome on Carl Delfeld, Chief Analyst of Cabot Explorer, to discus the "Great Rebalance," money moving from U.S. equities to global markets, and how to invest around the world. You can find the promotion mentioned on today's episode, as well as future promotions, at cabotwealth.com/street.

How the Stimulus Raises the Floor for Chinese Stocks | Cabot Street Check

This week on Street Check, Chris and Brad discuss the latest jobs report and its impact on the market, the brief dockworker strike, and what’s happening with Nike (NKE) to push shares down by more than 7% in just a week. Then, they welcome Larry Cheung to discuss the latest stimulus measures in China, how across-the-board economic support has raised the floor for Chinese stocks, and the companies he believes will benefit most. You can find more from Larry on Substack, YouTube, and X (Twitter).
 

Small Caps, a Value Stock Surge, and China's Central Bank | Cabot Street Check

This week on Street Check, Chris and Brad discuss EVs, the latest stimulus moves from China's central bank, a resurgence in value stocks, and recent data pointing to a high level of retail investor cash still on the sidelines (and what it will take to move that into the market). Then, Tyler Laundon, Chief Analyst of Cabot Small-Cap Confidential, joins to talk all about small-cap stocks, how he expects the Fed's new rate posture to affect them going forward, and the small-cap sectors that look likely to outperform. For the Small-Cap Confidential promotion for new subscribers mentioned on the episode, visit cabotwealth.com/street.
 

The 6 Biggest Non-Fed Stories for the Next 6 Months | Cabot Street Check

This week on Street Check, Chris and Brad discuss the Fed’s much-anticipated rate cut and the market’s reaction, whether the initial rally in small-cap stocks is a sign of what’s to come, and if the bottom is already in on the major indexes. Then, they make pitches for the six biggest stories that the market will be talking about for the next six months now that the Fed is off its back.

Talking Turnarounds, and Trump Saves Cannabis Stocks | Cabot Street Check

This week on Street Check, Chris pays the price for his underperforming Bills before making the case that small-cap stocks will be at all-time highs by the end of the year. Then, he and Brad discuss the last inflation print before the Fed finally begins cutting rates and whether it remains an overhang going forward. They also discuss cash options for investors now that yields are heading lower and how Trump's stance on Florida's upcoming cannabis vote has helped spark a rally in marijuana stocks. In the main segment, they welcome on Clif Droke of Cabot Turnaround Letter to discuss turnaround stocks, his favorite sectors, and the upside he sees in gold and silver.