Cabot Street Check

Rate Cuts, Hot Sauce, and Paying for Bad Takes

This week on Street Check, Chris and Brad discuss softening interest rates, the expectations for rate cuts in 2024 following the latest Fed meeting, and how stocks are responding as the year comes to a close. Then, they pay the price for their bad takes with another round of hot sauce roulette hosted by the recently returned Producer Madison. If you're listening to the audio-only podcast version, consider watching the suffering for yourself on Cabot Wealth Network's YouTube channel. 

Crypto & AI & Small Caps, oh my! | Cabot Street Check

This week on Street Check, Chris and Brad briefly talk AI in their daily lives before Chris and breaks down the bull case for Bitcoin after a triple-digit (percentage) run from 2023 lows. Then, they welcome on small-cap investing expert Tyler Laundon to discuss a crypto bet he lost to Jacob Mintz, recent trends in an undervalued sector of the market and seeing Rivian SUVs outside the ski slopes. To close out the episode, they debate the Fed's path forward, expectations for the market, and the importance of identifying strong companies and not painting asset classes with a broad brush.

The Case for Small Caps, Banks and Software | Cabot Street Check

This week on Street Check, Chris and Brad discuss the November market rally and whether a broadening rally could come at the expense of the Magnificent Seven mega-cap tech stocks while potentially leaving the S&P 500 little worse for wear. Then, they check in on resurgent meme stocks, and what signals (if any) they may be sending before taking a few minutes to discuss the legacy of Charlie Munger, the former vice chair of Berkshire Hathaway, and the lessons he's left behind for all investors. Finally, they welcome on Mary Ellen McGonagle of MEM Investment Research to talk about the technical and fundamental criteria she uses for identifying promising growth stocks and opportunities she sees in overlooked sectors and other areas of the market. Data discussed in this week's "Defend the Take" is available at Yardeni Research, here.

6 Stocks for Your Black Friday Shopping List | Cabot Street Check

On this week's Thanksgiving-shortened episode of Street Check, Chris and Brad get a head start on holiday shopping and identify six stocks to consider adding to your Black Friday shopping list. The stocks range from fast food, discount retailers and e-commerce to classic toys, consumer electronics and luxury goods. They also spend a few minutes talking turkey (literally) before a visit from some diminutive special guests.

Is the Bull Market Back? with Mike Cintolo and Jacob Mintz | Cabot Street Check

This week on Street Check, Chris and Brad bring on Mike Cintolo of Cabot Growth Investor and Cabot Top Ten Trader and Jacob Mintz of Cabot Options Trader and Cabot Profit Booster to talk all things market-related. They discuss promising signs in the current market rally and what could signal an all-clear for the bulls, option buying by the institutions that move markets, and where they're seeing the strongest names in the market. Then, they talk about the possible impacts of market seasonality, signs of strength in China and what they're looking for in the weeks ahead. To sign up for the upcoming Free Investor Event, "Mastering Today’s Market: 4 Experts, 4 Top Picks, and a Wealth of Wisdom," click here.

How You’ll Know the Recent Market Mini-Rally is Real | Cabot Street Check

This week on Street Check, Chris and Brad discuss the November market rally and what they're watching to signal a resumption of the bull market. Then, they talk about China's foreign direct investment outflows and potential contrarian opportunities overseas. Finally, they break down Berkshire Hathaway's massive cash balance, why what Warren Buffett does isn't necessarily a game plan for individual investors, and they highlight a few year-end strategies to help take the bite out of taxes and maximize your tax-free retirement portfolio growth.

Gold and Bitcoin Are Surging. Should You Buy Either? | Cabot Street Check

This week on Street Check, Chris and Brad discuss the recent impressive performance of the major indices, the latest Fed meeting and what that could mean for the economy going forward, and what's behind this year's rally in Bitcoin. Then, they welcome on gold and metals investing expert Clif Droke to talk about gold trading near all-time highs, increased safe-haven demand in an era of global conflict, EV inputs and "Dr. Copper" showing signs of an economic slowdown, and whether uranium deserves a place in your portfolio.

Larry Cheung, CFA, On His 3 Favorite China Stocks | Cabot Street Check

This week on Street Check, Chris and Brad discuss the recent sell-off and the state of the market before bringing on special guest, Larry Cheung, CFA, for his perspective on investing in Chinese stocks and ADRs (19:34). Larry shares insights gathered from his recent time spent overseas and touches on the state of the Chinese consumer, real estate, and "green shoots" he sees amidst a period of overly bearish sentiment. Topics covered include, BYD's (BYDDY) impressive market share and growth prospects, the regulatory hurdles facing AI and technological growth for established names, and he highlights an e-commerce play that's actively gaining ground against competitors.
 
You can find more of his insights @LarryCheungCFA on X/Twitter, on his YouTube page, @LarryCheungCFA, and on his Substack, Letters from Larry: U.S. and China Investment Strategy.

Bad Headlines, NFLX’s Suits Bump and Tesla Hits the Guardrails | Cabot Street Check

This week, on Street Check, Chris and Brad discuss early earnings season results and the impact (if any) they're having on the market. Then they talk Eli Lilly (LLY) and Novo Nordisk's (NVO) blockbuster weight loss drugs and what knock-on effects they could have on other stocks and sectors. To close out the podcast, they briefly touch on the situation in Gaza and the potential impact on investors before discussing Brad's trip to Japan and (more importantly) the value of a favorable exchange rate when ticking items off your travel bucket list, whether Japan has turned the corner and is now a good investing destination, as well as a Japanese stock pick to take advantage of a recovering travel sector. Email Street Check at streetcheck@cabotwealth.com with feedback, comments, or suggestions.
 

Ignore the Bears. Why It’s Time to Buy Stocks Again | Cabot Street Check

On today's episode of Street Check, with Brad out on vacation Chris is joined by Michael Brush, long-time MarketWatch columnist and Chief Analyst of Cabot Cannabis Investor. Chris and Michael discuss why the bears are wrong, bond yield fears are overblown, and reasons the market may be on the cusp of its next big leg up. Then, they get into the many potential catalysts in the cannabis sector that could soon trigger another major rally in cannabis stocks.