Cabot Street Check

3 Emerging Markets to Buy for the ‘New Globalization’ | Cabot Street Check

This week on Street Check, Chris and Brad quickly discuss the ongoing government shutdown and how the market has responded in the past, the Electronic Arts (EA) buyout and rumors of private equity eyeing Target (TGT) and the rally in healthcare stocks after tariff developments and the White House’s deal with Pfizer (PFE). Then, Carl Delfeld joins to discuss the new arena of globalization, the U.S.-China rivalry and how to position your portfolio as global dynamics shift. For more information on this week’s offer, visit cabotwealth.com/street. 

Small Caps and IPOs Are In, Large Caps Are Out | Cabot Street Check

This week on Street Check, Chris and Brad discuss the recent dip in the market, the outperformance of small-cap stocks, and a rebounding IPO market. Then, they look at the recent outperformance of Intel (INTC) on the heels of investments from Nvidia (NVDA) and the federal government and talk about investing in a market where the government is picking winners and losers. For more information about this week’s offer, visit cabotwealth.com/street.
 

Are Oracle's Earnings a Warning Sign of an AI Bubble? | Cabot Street Check

This week on Street Check, Chris and Brad break down the impending Fed rate cut, the moderating inflation picture and whether the S&P 500 can pass the 7,000 level by year’s end. Then, they discuss whether Oracle (ORCL) is signaling an AI bubble (and what might pop it), the recent Klarna (KLAR) IPO, and whether a winning record matters for publicly traded sports franchises and the companies that own them. For more information on this week’s offer, visit cabotwealth.com/street.
 
 

"I Think Gold Is Headed to $10,000" | Cabot Street Check

This week on Street Check, Chris and Brad are joined by a rotating cast of Cabot analysts to discuss what they’re seeing in the market. Jacob Mintz breaks down the options market and signs of hesitancy among smart-money options traders; Clif Droke shares his insights on what’s driving gold and calls his upside shot, predicting $10,000 an ounce; and Tom Hutchinson offers his take on dividend stocks, interest rates, and the AI trade as the still-dominant market narrative. For more details about this week’s offer, visit cabotwealth.com/street.
 

J-Pow Wows, Nvidia Bores, and Small Caps Surge | Cabot Street Check

This week on Street Check, Chris and Brad discuss Jerome Powell’s dovish comments at Jackson Hole, takeaways from Nvidia’s (NVDA) earnings, and whether the surge in small-cap stocks is sustainable. Then, they debate whether homebuilder stocks are a buy and discuss Etsy’s (ETSY) selloff on the end of the de minimis exemption. For more details on the offer in this week’s episode, visit www.cabotwealth.com/street.
 
 

Buffett Buys Healthcare. Investors Pour into Cannabis | Cabot Street Check

This week on Street Check, Chris and Brad discuss Buffett’s buy of UnitedHealth (UNH), the latest inflation figures, what to expect from the Fed and cracks showing under the surface despite the market hitting all-time highs. Then, they break down Duolingo (DUOL) quickly reversing its earnings gains, AI, and a resurgence in cannabis stocks. For more information on this week’s offer, visit www.cabotwealth.com/street.
 

Bull Market Narrows, Real Estate Thaws | Cabot Street Check

This week on Street Check, Brad highlights some of the biggest news items of the week, including the ISM Services index that triggered some selling pressures, the tariff rollout now that the proverbial can is no longer getting kicked down the street, initial jobless claims, and a narrowing of the bull market. Then, Nancy Zambell joins to talk all about housing and real estate. They cover home prices, interest rate expectations, how prospective buyers should approach the market, and a handful of stocks in the sector that look strong. For more information on this week’s offer, visit cabotwealth.com/street.
 
 
 
 
 
 
 

Jobs and Tariffs Sink the Market. But for How Long? | Cabot Street Check

This week on Street Check, Chris and Brad break down a heaping helping of economic news. They drill down into this morning’s jobs figures, the results of the latest Fed meeting and the implementation of long-awaited tariffs. Then, they discuss GDP figures, including one subcomponent that can help cut through the noise, and this month’s PCE. To close out the show, they highlight a handful of major earnings reports and AI-driven growth in big tech companies. For more information about this week’s offer, visit cabotwealth.com/street.
 

Tesla Earnings Bomb, Meme Stocks Soar, and 3 Micro-Caps to Buy | Cabot Street Check

This week on Street Check, Chris and Brad discuss the possible return of inflation, developments on the tariff front, Tesla’s (TSLA) earnings and a new class of meme stocks that briefly took the market by storm. Then, former Cabot analyst Rich Howe joins to talk micro-cap stocks and spin-offs and offer his perspective on the market. For more from Rich, visit stockspinoffinvesting.com; to learn more about this week’s offer, visit cabotwealth.com/street.
 
 

Powell Fears, Retail Cheers Make for a Flat Market | Cabot Street Check

This week on Street Check, Chris and Brad discuss the risk of an early dismissal of Jerome Powell, ongoing tariff rollouts, this month’s bump in retail sales (and whether that means consumers are actually buying more), good-not-great bank earnings, and fears around inflation. Then, they recount their first-half takes and pay the price for the worst of them. For more information on this week’s offer, visit cabotwealth.com/street.