A Market Rotation Underway… And Reaction to LuluLemon’s Latest Results 6/4/26
A mixed day for markets, as investors seemingly rotate out of tech and into financials. How the recent drops in semi stocks could be fueling the record runs in money centers and investment firms, and ...
4 Kesä 44min
A Sign Of Market Euphoria?... And Opportunity In Metals 6/3/26
All things AI continuing to climb, as investors await a blockbuster SpaceX IPO, and semi and chip stocks cruise to fresh records. But is all the exuberance a sign of too much euphoria in the market? C...
3 Kesä 46min
Bitcoin & Crypto Trade Crumbles… And Opportunity In Commercial Real Estate 6/2/26
Bitcoin hitting its lowest level in two months as the crypto trade continues to tumble. How the sell-off is impacting crypto proxies like Strategy, Coinbase, and Robinhood… and the latest vehicles giv...
2 Kesä 43min
Berkshire’s Signals A Housing Market Bottom… And A Market Rally Expiration 6/1/26
Berkshire Hathaway giving investors optimism about a potential bottom in the housing market, as the company announces a deal in the homebuilding space. What it could mean for the sector as it struggle...
1 Kesä 43min
Dell’s Massive Month, and Countdown to ASCO 5/29/26
Dell surged after earnings last night, bringing its gains for the month to more than 100% and leading the S&P and Nasdaq to records. But can the gains last? Plus the world’s biggest oncology conferenc...
29 Touko 43min
Software Stocks Surge and a Controversial Call From a Former Trump Advisor 5/28/26
A post-earnings pop in Snowflake sends the software ETF to its highest level since late January, but can the rally keep its momentum? Plus Joe Lavorgna, a one-time advisor to the Trump administration ...
28 Touko 44min
Meta’s Social Subscriptions… And Building A Cash Buffer Amid Market Irony 5/27/26
Shares of Meta moving higher as the social giant rolls out a new subscription plan for its platforms. What the changes will look like to Facebook, Instagram, and WhatApp… and if the new offerings can ...
27 Touko 43min
