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  • Permabears Get Clicks But Realists Make Money - Jun 29, 2023
    2023/06/29

    US economic data continues to look resilient despite the risks of more Fed hikes; Airbnb and US travel are doing just fine despite bogus claims of an Airbnb rental collapse

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    6 分
  • Housing Market Resilience - June 23, 2023
    2023/06/23

    The housing market and US economy remain surprisingly resilient despite jawboning from the Fed about higher rates; Homebuilder stocks and big tech stocks are still looking quite strong despite a pullback in the Nasdaq this week; Will there be a cage match between Elon Musk and Mark Zuckerberg?

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    Check out my free Hedge Fund Playbook course: stockgeek.tv/free

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    10 分
  • Could CAVA be the next Chipotle? - June 8, 2023
    2023/06/08

    Stocks remain resilient despite worries about liquidity, the Fed, and the economy; Next week the CPI report and Fed meeting could usher in more volatility; the SEC goes after crypto exchanges; I take an in depth look at greek food chain CAVA, which is aiming to IPO this summer

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    Check out my free Hedge Fund Playbook course: stockgeek.tv/free

    Connect with me on Twitter: @stockgeekTV

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    20 分
  • Debt Ceiling Relief - June 1, 2023
    2023/06/01

    Markets move higher after a debt ceiling resolution that doesn't force austerity on the economy; AI remains a hot theme in the market and the Fed remains a key risk; Energy and retail stocks are lagging but could the OPEC+ meeting change the trajectory?; Uranium is a unique bright spot in the current market this week

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    Dive deeper into stock investing with my free course: stockgeek.tv/free

    Connect with me on Twitter: @stockgeekTV

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    8 分
  • Nvidia's Incredible Quarter - May 25, 2023
    2023/05/25

    Breaking down the shockingly good numbers and guidance for Nvidia, which is seeing its stock price rise another 25%+ today; The debt ceiling crisis is moving closer to a climax; Retailer earnings are a mixed bag; Stocks are holding up despite a rise in bond yields and a hawkish Fed, but mainly due to bright spots in the tech sector

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    Want to dive deeper into investing? Check out my free hedge fund playbook course: stockgeek.tv/free

    Connect with me on Twitter: @stockgeektv

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    8 分
  • Debt Ceiling Crisis? Tech Stocks Don't Care - May 18, 2023
    2023/05/18

    Tech stocks in the NASDAQ, especially Nvidia, continue to rip higher despite the prospect of a US government shutdown in June or July due to the debt ceiling; Yields are on the rise as well but stocks are still bullish; Walmart is a bright spot in a muted retail sector; Energy remains weak

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    Check out my FREE hedge fund playbook course: stockgeek.tv/free

    Connect with me on Twitter: @stockgeekTV

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    7 分
  • Inflation Is Cooling But Where Do We Go From Here? - May 11, 2023
    2023/05/11

    A recap of earnings season, the banking crisis, interest rates & inflation, the Fed, and more. Stocks and the economy have been resilient but will that continue? And what areas might be interesting to go digging for stock picks?

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    Check out my free Hedge Fund Playbook course at stockgeek.tv/free

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    17 分
  • The Banking Crisis Eases As Q1 Earnings Season Heats Up - April 18, 2023
    2023/04/18

    Worries over the banking system have abated (for now at least). Big banks and regional banks report earnings this week and JPM is a big winner while everyone else is reporting deposit outflows. Inflation is still cooling but the market expects the Fed to keep hiking rates in May despite rising recession fears. Could investors be underestimating the debt ceiling fight as well?

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    14 分