The Latest Sign Of Consumer Struggles… Plus China Stocks Rebound 5/10/24
McDonald’s rolling out a new low-priced meal as cash-strapped customers tighten their purse strings. The latest signs of the consumer crunch, and the sentiment at its lowest level of the year. Plus Ch...
10 Touko 202443min
High Conviction Trades.. And The Media Shift Into Streaming 5/9/24
Stocks jumping as investors await another big round of economic data, so where are traders waiting things out? Their highest conviction trades, and if the names are right for your portfolio. Plus Medi...
9 Touko 202443min
Cracks In The Consumer… And The State Of The Semi Trade 5/8/24
Earnings keep rolling in, and different stories are being told about the consumer. The areas seeing strength, and the groups raising the red flag. Plus… A check on chips. From a U.S-China license revo...
8 Touko 202438min
Magic Lost At Disney? And Has AI Come Too Far, Too Fast? 5/7/24
Shares of Disney tumble as the media giant looks to make its streaming business profitable. The hurdles they face, and how a consumer under pressure will impact the company. Plus relying on Nvidia. Ca...
7 Touko 202443min
Digesting the Drop in Rates, and the Latest Headache for Starbucks 5/6/24
10-year yields are down about 25 basis points from their recent highs, but are they falling for the right reasons? And what does the move mean for the markets? Plus, former Starbucks CEO Howard Schult...
6 Touko 202441min
Apple's Buyback Distraction? And Starbucks' Really Rough Week 5/3/24
Shares of Apple surging after the company announced the biggest share buyback in history, but was the news just a bit of financial engineering to distract investors from slowing sales? Plus Starbucks ...
3 Touko 202443min
CNBC Pro Talks: How to profit from Warren Buffett's methods in investing and life 5/3/24
How can investors use the timeless investing strategies and sage teachings of the iconic Warren Buffett to make their own investing decisions? What does the portfolio of Berkshire-owned companies and ...
3 Touko 202420min
Apple Reports Results… And Novo Nordisk’s Obesity Drug Price Cut 5/2/24
Apple on the move after its results. We’re diving into the numbers and the call from the iPhone maker. Plus shedding the pounds and the prices. Novo Nordisk lowering prices for its blockbuster weight ...
2 Touko 202444min
