InvestTalk 5-9-2024 – Will GDP Growth Continue to Weaken Until the Fed Starts Cutting Interest Rates?
Some analysts project an optimistic economic forecast in the long run but slow growth for the remainder of 2024. Today's Stocks & Topics: POWL - Powell Industries Inc., Market Wrap, GRBK - Green Brick...
10 Maj 202447min
InvestTalk 5-8-2024 – Is A-I a Bit 'Overhyped' in the Short Term?
One billionaire investor has slashed his big bet on the chipmaker that was one of the best performers last year-- when it rallied a whopping 238%. Today's Stocks & Topics: KEY - KeyCorp., Savings Acco...
9 Maj 202447min
InvestTalk 5-7-2024 – Is It Possible to See Opportunities After a Tough Month for Stocks?
Market returns remain heavily concentrated, with just 10 stocks accounting for 85% of the market’s gain for the year to date. Today's Stocks & Topics: KKR - KKR & Co. Inc., Market Wrap, HIMS - Hims & ...
8 Maj 202446min
InvestTalk 5-6-2024 – Job Growth Took a Hit in April and Unemployment Rose
The unemployment rate ticked higher to 3.9% against expectations it would hold steady at 3.8%-- and some traders priced in a strong chance of two interest rate cuts by the end of 2024. Today's Stocks ...
7 Maj 202445min
InvestTalk 5-3-2024 – Why Hundreds of U.S. Banks May Be at Risk of Failure
Expert: Most at risk banks aren’t insolvent or even close to insolvent-- they are just stressed. Today's Stocks & Topics: ABNB - Airbnb Inc. Cl A, Market Wrap, CSW - ICSW Industrials Inc., SBUX - Star...
4 Maj 202446min
InvestTalk 5-2-2024 – Is It Easier Than Ever for Fund Investors to Build a Good Portfolio?
Compared to the 1980s, investors who don’t want to build their own portfolios have much better options today. Today's Stocks & Topics: TMDX - TransMedics Group Inc., Market Wrap, SWKS - Skyworks Solut...
3 Maj 202446min
InvestTalk 5-1-2024 – The Business of Healthcare Is Complicated
Citing a challenging reimbursement environment and rising costs, Walmart says it cannot operate a profitable business and will close clinics and shutter its telehealth service. Today's Stocks & Topics...
2 Maj 202446min
InvestTalk 4-30-2024 – Why It Matters that Large-Growth Stocks Are Overvalued
Simply put, valuations are the best predictor we have of future returns, and the longer the investment horizon, the larger the role of valuations.(This has to do with the implications for expected ret...
1 Maj 202447min
