Cabot Street Check

Inflation Falls, SBUX Upgrades, and ASTS to the Moon | Cabot Street Check

This week on Street Check, Chris and Brad discuss the strength of the American consumer, inflation falling into the 2% range and what the Fed's path forward looks like. Then, they talk about Chipotle's (CMG) surprise decision to poach Starbucks' (SBUX) CEO and whether a change in CEO moves the needle for companies. To close out the "Big 3," they take a look at AST SpaceMobile (ASTS) after shares ran up 50% ahead of their planned satellite launch. Finally, they explore the heightened trading volume at the end of the day, why it can catch retail investors off guard, and whether it's worth worrying about.

The VIX Spike, the Carry Trade, and "Dividend Kings" | Cabot Street Check

This week on Street Check, Chris and Brad discuss the massive spike in the VIX to multi-year highs, rising recession fears and concerns that the Fed may be acting too late, and the Japanese "carry trade" that (briefly) cratered the Nikkei index. Then, they welcome on Ben Reynolds, Founder and CEO of Sure Dividend, to talk all about dividend investing. Ben shares his insights into long-term dividend payers like Sure Dividend's "Dividend Kings," the most important factor for supporting dividend growth, and which sectors have the strongest track records.

Tech Stocks Drop and Saving for College | Cabot Street Check

This week on Street Check, Chris is out on vacation so Brad flies solo through some market news as the VIX hits multi-year highs, jobs disappointment contributes to an ongoing market correction and earnings season heats up. Then he's joined by special guest Producer Madison to talk all about how to save for college for your kids (or grandkids). They talk about advantages and disadvantages of UGMA/UTMA accounts and 529 accounts, how college expenses are actually moderating (for some families) and some of the practical considerations that come into play when you're setting aside money for kids.

Is the Correction Already Over? | Cabot Street Check

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 | Cabot Street Check

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 | Cabot Street Check

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? | Cabot Street Check

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.