Cabot Street Check

Is the Correction Already Over?

This week on Street Check, Chris and Brad discuss Tesla's (TSLA) latest earnings report and rapid correction, if the rise in volatility and the sell-off in tech is just a rerun of April's dip, what the massive amount of cash on the sidelines could mean for the market going forward, and whether China's continuing struggles should have international investors looking elsewhere. Then, they welcome on Nancy Zambell, of Cabot Money Club, to talk all things real estate, how she's approaching equity investing, and her best practices for picking stocks around earnings.

What Tech Stocks' Very Bad Week Means for the Market

This week on Street Check, Chris and Brad discuss the recent pullback in big tech and signs of anxiety across the market. They break down Crowdstrike's (CRWD) disastrous day as well as corrections in ASML Holding (ASML) and Taiwan Semi (TSM) after their respective earnings reports and headlines about further export restrictions on chips. Then they look at gold, which has dipped after hitting fresh all-time highs a few days ago. To wrap up the episode, they share their perspectives on Cathie Wood's "explanation" for selling out of Nvidia (NVDA) before its meteoric run higher.

Buy! Buy! Buy! 4 Cabot Analysts Weigh in on the Bull Market | Cabot Street Check

This week on Street Check, everybody's bullish! Chris and Brad welcome on Michael Brush, Jacob Mintz, Tyler Laundon and Tom Hutchinson to offer up their perspectives on the current state of the market. They talk sentiment and market indicators, signals from the options market, small cap outperformance, REITs, dividend stocks and more.
 
To learn more about the advisory services from each guest, visit our Advisories page.

6 Bold Market Predictions for the Second Half of 2024

This week on Street Check, Chris and Brad debate whether investors have begun rotating out of the AI theme after months of dominant performance. Then, they discuss Warren Buffett's big bet on oil and a catastrophic year for Walgreens (WBA) that's seen them cut the dividend, explore store closures, and has dragged share prices down by more than 50%. For the main segment, they each make 3 predictions for the rest of the year about everything from AI and interest rates to gold and new all-time highs for the market.
 

Why Cyclicals Are About to Have a Moment, with Matt Warder | Cabot Street Check

This week on Street Check, Chris and Brad discuss Nvidia (NVDA) briefly becoming the largest publicly traded company in the world and its rocky end to the week before looking at the latest retail sales figures and some of the economic reports on tap for the week ahead. Then, they talk AST SpaceMobile (ASTS), its impressive returns since mid-May and the company's space-based cellular offerings. In the main segment, they welcome on Matt Warder, Chief Analyst of Cabot Turnaround Letter, to explore cyclicality in stocks, his background in commodities, and the opportunities he sees in the months ahead. To read more insights from Matt in Cabot Turnaround Letter, click here.

Bad Takes & Hot Sauce: Part 3 | Cabot Street Check

This week on Street Check, Chris and Brad briefly discuss the state of the market and the latest Fed meeting and inflation numbers, plus what's happening with the biggest tech stocks, before they pay the price for their bad takes. They'll talk beer stocks, rate cuts, AI bubbles, China, the Equal-Weight S&P 500 and more and Produce Madison will dole out the punishment, with her thumb on the scale as always.
 
 

Did Jensen Huang Just Signal a Top in Nvidia?

This week on Street Check, Chris and Brad discuss the market setting fresh all-time highs, NVDA overtaking AAPL as the second-largest company by market cap and a major anecdotal top signal, and the 10% sell-off in Mexican stocks following that country's presidential election. Then, they welcome on Tom Hutchinson, Chief Analyst of Cabot Dividend Investor and Cabot Income Advisor, to talk all things dividend investing, which sectors he likes, and the value of adding dividend-paying stocks to your portfolio.
 

10 Stocks to Buy/Sell/Hold for the Next Year| Cabot Street Check

This week on Street Check, Chris and Brad discuss what's behind the market's latest swoon, what it could mean for the summer months, and whether prior election year patterns could signal a return of the bull market later in the year. Then they break down the software stocks that are blowing up on solid earnings reports and what's behind it. Finally, they rate 10 stocks and sectors as "buy," "sell" or "hold" for the next year, including cannabis stocks, Bitcoin, meme stocks, NVDA and more.
 
 

The Real Takeaway from Nvidia's Earnings Call | Cabot Street Check

On today's episode of Street Check, with Brad on vacation Cabot's small-cap investing expert Tyler Laundon joined Chris to talk about Nvidia's earnings report and some messaging on the call that could have long-lasting reverberations for the market as a whole and other tech infrastructure stocks in particular. Tyler also made a bold prediction about the Fed, discussed small-cap underperformance and the reasons behind it, and Chris revealed his approach to value investing in a growth stock market. To hear more from Tyler and Chris, join them next Thursday, May 30, on their FREE webinar, "Opportunity Knocks: 3 Asset Classes to Profit from NOW". Click here to register.
 

Warren Buffett Is Sitting in Cash. Should You?

This week on Street Check, Chris and Brad discuss the return of the meme stocks and why this time it's different, their takeaways from this week's inflation data, and they highlight some under-the-radar statistics from the latest earnings season. Then, they're talkin' Buffett. They break down what we learned from the latest annual meeting of Berkshire Hathaway, how Warren Buffett is positioning his portfolio for the months ahead and what Buffett's favorite stock market indicator says about valuations.