Cabot Street Check

Trends With Benefits

This week, with Chris on vacation, Brad is joined by Tyler Laundon of Cabot Early Opportunities and Cabot Small-Cap Confidential to discuss the current state of the market. Then, Brad and Tyler explore investing in companies benefiting from major trends (like artificial intelligence), separating the signal from the noise, and how an analyst identifies co-beneficiaries or "picks and shovels" that are likely to ride the trend's coattails. To register for Tyler's upcoming webinar, "3 Little-Known Stocks to Take Advantage of the AI Boom," click here.
 
 

6 Bold Second-Half Market Predictions Sure to Be Wrong

This week, Chris and Brad discuss the strong consumer sentiment shielding the economy from a recession, the "revenge travel" summer boosting airlines and travel stocks, and the recent coup in Russia that wasn't. Then, they each offer 3 "sure to be wrong" predictions for the second half of the year about small caps and the broader market, biotech, artificial intelligence, crypto and the economy. Email Street Check at streetcheck@cabotwealth.com with questions, feedback, or commentary, we may just share it on the podcast.
 
 

Tesla Juices the EV Sector, but the VIX Is on Empty

This week, Chris and Brad discuss whether the market is digesting the rally or losing steam, the standardization of EV infrastructure via Ford, GM, and Rivian's deals with Tesla, and they take a look at promising international opportunities. Then, they welcome Cabot Options Institute's Andy Crowder to discuss the VIX, volatility in the market and the impact on options traders. Listeners interested in attending Andy's upcoming options webinar can register here.

Bull Market, Indiana Jones, Tom Cruise: They’re All Back!

This week, Chris makes a case that the most anticipated recession in history is ... actually not coming, then he and Brad discuss the Fed's response to the latest inflation numbers, the one-day selloff in insurers, and what impact the ongoing Writer's Guild strike could have on content platforms. After that, they test out a new "Jump Ball" segment and break down head-to-head expectations for big tech vs. the field, oil and bitcoin, box office receipts and more.

The Birth of a New Bull Market, The Death of the Meme Stocks

This week on Street Check, Chris and Brad talk the new bull market, recent enforcement actions against Coinbase and Binance and debate whether the firing of GameStop's CEO is the final nail in the coffin of the "meme stocks." Then, they welcome on Tom Hutchinson, Chief Analyst of Cabot Dividend Investor and Cabot Income Advisor, to discuss the value of dividend stocks in a narrow bull market, how they'll benefit from rotation, and strategies for allocating into fixed income while rates are at 15-year highs.
 
 

Artificial Intelligence Is Red-Hot; What’s the Next AI?

This week on Street Check, Chris and Brad discuss the resolution to the debt ceiling fiasco, the Fed's path forward and the state of the AI hype cycle and what could replace it. Then, they welcome on Andy Crowder, Chief Analyst of Cabot Options Institute, to learn more about how he's generated double- and triple-digit returns in a bear market, selling volatility, and the strategies he employs. To learn more about those strategies, you can sign up to attend Andy's free webinar here.

AI Booms, Mega-Caps Top, and Congress Drags Its Feet

This week, Chris and Brad discuss the impending debt ceiling deadline, whether the Fed is back in play after the latest inflation report and the massive move after Nvidia's (NVDA) earnings. Then, they welcome on Rich Howe, Chief Analyst of Cabot Micro-Cap Insider to talk all things micro-caps, PR-generated froth, finding growth prospects at value prices and the unique access to management that a micro-cap analyst can bring to the table.

How to Short Jim Cramer, with Matthew Tuttle

This week on Street Check, Brad takes heat for his latest hot take before he and Chris talk bitcoin vs. oil, the state of the consumer, the debt ceiling and what might be a new bull market. Then, Chris and Brad welcome Matthew Tuttle the CEO & CIO of Tuttle Capital Management and the man behind the Inverse Cramer ETF. They discuss the origin of the fund, the strategy behind shorting Jim Cramer and the need for investor education in the face of the financial media. You can follow every trade of the Inverse and Long Cramer funds at crameretfs.com. To learn more about Tuttle Capital Management visit tuttlecap.com or follow Matthew on Twitter @TuttleCapital.

A Buffett Buffet: Bruce Kaser Reports Back from Omaha

This week, Street Check welcomes Cabot Value Investor & Cabot Turnaround Letter Chief Analyst Bruce Kaser to share his takeaways from Berkshire Hathaway's annual shareholder meeting, which he attended in-person in Omaha, Nebraska. Before he joins them, Chris and Brad talk the latest inflation figures, JPMorgan's call to ban short selling in bank stocks, and whether a renewed call for SAFE Banking is a bullish catalyst for cannabis stocks.

Fed Up? Rate Hikes Out ... Debt Ceiling In

On this week's episode of Street Check, Chris and Brad break down the latest bank failure, earnings season at the halfway mark, and whether the debt ceiling is going to become the next market boogeyman. Then, they bring on Cabot Analysts Mike Cintolo and Tyler Laundon to discuss what they're seeing in the market and possible bullish catalysts heading into the summer.