Cabot Street Check

Growth Stocks Collapsing, Healthcare Stocks Thriving | Cabot Street Check

This week on Street Check, Chris and Brad discuss the recent selloff in growth stocks, the end of the government shutdown and whether the market cared, booming healthcare and biotech stocks, Michael Burry’s decision to shutter Scion Asset Management, and new consumer-focused proposals from the White House for 50-year mortgages and tariff rebate checks. To learn more about the offer mentioned in this episode, visit cabotwealth.com/street.

Why Elon Musk Might Actually Be Worth $1 Trillion | Cabot Street Check

This week on Street Check, Chris and Brad discuss the pullback in the market, Michael Burry’s short positions in Palantir (PLTR) and Nvidia (NVDA), and Tesla (TSLA) CEO Elon Musk’s trillion-dollar pay package. Then, Mike Cintolo joins to offer his insight into the state of the market, what he’s seeing with growth stocks, and how to trade the latest bout of turbulence while staying prepared for the next leg up. For more information on this week’s offer, visit cabotwealth.com/street.
 
 

Sizing Up 8 Hot Stocks: Are These Tricks or Treats? | Cabot Street Check

This week on Street Check, Chris and Brad discuss earnings from a handful of Mag. 7 companies, the latest trade negotiations between the U.S. and China, and the Fed’s decision to cut rates by another 25 basis points. Then, they run through eight of the best-performing large-cap stocks in the market and debate whether they want a fun-size, full-size, or king-size stake in their portfolios. For more information about this week’s offer, visit cabotwealth.com/street.

What Do Investors Care Most About Right Now? | Cabot Street Check

This week on Street Check, Chris and Brad talk earnings results from Tesla (TSLA), Netflix (NFLX), and Intel (INTC) and whether there are any big-picture takeaways early in earnings season. Then, they discuss the latest inflation report’s green light for continued Fed cuts, trade war fears subsiding, and whether the gold and metals implosion was anything more than profit-taking. Finally, they revisit meme stocks as Beyond Meat (BYND) and Krispy Kreme (DNUT) pop and the meme stock ETF (MEME) rises from the ashes. For more information about this week’s offer, visit cabotwealth.com/street.
 

Volatility is Back. Time to Buy Gold ... and Small Caps? | Cabot Street Check

This week on Street Check, Chris and Brad discuss the U.S. trade war with China, earnings season kicking off as banks report, and Bitcoin vs. gold as a market hedge. Then, they welcome on Tyler Laundon to discuss small-cap stocks, the catalysts driving outperformance in the Russell 2000, and the importance of lower rates for small caps. For more information on this week’s offer, visit cabotwealth.com/street.
 

AI or Gold Bubble? AMZN or NFLX? Halloween or Friday the 13th? | Cabot Street Check

This week on Street Check, Chris and Brad discuss the government shutdown and when it might matter to investors, warnings of a 30% correction from Jamie Dimon, the strong performance of gold, and the selloff sparked by new tariff threats from the White House. Then, they make a series of head-to-head picks on everything from cannabis and AI to Netflix (NFLX) vs. Amazon (AMZN), healthcare vs. real estate, and Halloween vs. Friday the 13th. For more information on this week’s offer, visit cabotwealth.com/street.
 

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.