The Exchange
By CNBC
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Category: Investing
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Rate for this podcast
Subscribers: 401
Reviews: 4
Episodes: 1390
A Podcast Republic user
Dec 7, 2024
Z CC Wes Zac we eee ex and
af
Jul 7, 2020
depth of analysis is missing.
mostly headline stuff.
nanu
May 19, 2020
Lots of interesting comments, questions and guests
Steve L
Jan 14, 2020
This podcast has no depth of coverage, no useful information, and the host is a blowhard know-it-all who talks over all of his guests. CNBC should never have cancelled Nightly Business Report, which was a quality program. Unsubscribing.
Description
"The Exchange" on CNBC is a one-stop shop for the day's top business stories, along with breaking news and the must-see market movers heading into the back half of the trading day. This newsroom-based program also features lots of original reporting, in-depth conversations and showcases CNBC's award-winning investigative work.
| Episode | Date |
|---|---|
|
Trump’s Treasury Pick Testifies, Citi CEO Exclusive, USAA CEO on California Wildfires 1/16/25
|
Jan 16, 2025 |
|
CPI Rallies Market, M&A in 2025, Social Media Shift 1/15/25
|
Jan 15, 2025 |
|
Catalysts vs. Concerns, TikTok-alypse Now?, Earnings Preseason 1/14/25
|
Jan 14, 2025 |
|
Rates & the Rally, Zuckerberg vs. Apple, Redfin CEO on California Wildfires 01/13/25
|
Jan 13, 2025 |
|
Jobs Report Sinks Stocks, Venu Sports Shuttered, The Greenland Grab 1/10/25
|
Jan 10, 2025 |
|
LA Wildfires & Quantum Computing 1/8/25
|
Jan 08, 2025 |
|
Meta’s Fact-Checking About-Face and Wall Street’s Call of the Day: Sell Apple 1/7/25
|
Jan 07, 2025 |
|
Tariff Talk, Disney Strikes Deal, 2025: Year of Airline Underdogs 01/06/25
|
Jan 06, 2025 |
|
First Vote for House Speaker, Bullish on the U.S., Market’s 3 Body Problem 1/3/25
|
Jan 03, 2025 |
|
4 Rate Cuts in ’25?, Tesla Deliveries Drop, Nat Gas Picks & Shovels 1/2/25
|
Jan 02, 2025 |
|
AI’s Time to Grow Up?, Premium Trades for 2025, New Year’s Eve at the NYSE 12/31/24
|
Dec 31, 2024 |
|
Citi’s 2025 Themes & Trades, Homeflipping Flop, Jimmy Carter’s Legacy 12/30/24
|
Dec 30, 2024 |
|
Friday’s Sell-off 12/27/24
|
Dec 27, 2024 |
|
Discounting Disinflation in ’25, The Footwear Names to Slip Into, Commercial Real Estate Outlook 12/26/24
|
Dec 26, 2024 |
|
Risk of a Fed Policy Error, How to Position in Retail 12/24/24
|
Dec 24, 2024 |
|
Too Much Noise in the Markets, Retailer M&A in 2025, Media Predictions from the C-Suite 12/23/24
|
Dec 23, 2024 |
|
The Fed's Next Moves, Inflection Point for GLP-1 Drugs? 12/20/24
|
Dec 20, 2024 |
|
Musk: The Ultimate Bond Vigilante, Dysfunction in DC, and Bloom Energy CEO Exclusive 12/19/24
|
Dec 19, 2024 |
|
Fundamentals of the Mag 7 Rally, Chip Wars Between Nvidia & Broadcom 12/18/24
|
Dec 18, 2024 |
|
Consumers Getting Cautious, Geopolitical Uncertainty Growing, BofA’s Food Forecast 12/17/24
|
Dec 17, 2024 |
|
Controversial Cut & Nvidia Risks 12/16/24
|
Dec 16, 2024 |
|
Broadcom’s Boom, Market’s Breadth Problem, Rep. Gottheimer on NJ drones & Potential TikTok Ban 12/13/24
|
Dec 13, 2024 |
|
ServiceTitan’s Public Debut, Trump on Crypto, Future of Evtol 12/12/24
|
Dec 12, 2024 |
|
Trump's FTC Pick, Bitcoin Retakes $100K Level, Tracking Grocery Inflation 12/11/24
|
Dec 11, 2024 |
|
How DOGE Can Reshape Real Estate, The Renewed Space Race, Outlooks for 2025 12/10/24
|
Dec 10, 2024 |
|
UnitedHealthcare CEO Shooting, Gen AI's Power Problems & The Fed's Next Move 12/9/24
|
Dec 09, 2024 |
|
Pause on Fed Pause?, Hiring Doom Loop, Tech Takeaways 12/6/24
|
Dec 06, 2024 |
|
Mike Novogratz & Bitcoin $100K 12/52/4
|
Dec 05, 2024 |
|
Fed Chair Powell at DealBook, No Cut Conundrum, GOP vs. Housing Inflation 12/4/24
|
Dec 04, 2024 |
|
“No Cut” Trade, 2025 Software Playbook, Out on Instacart 12/3/24
|
Dec 03, 2024 |
|
Top Retail Picks for The Holiday, The Future of U.S. Education 12/2/24
|
Dec 02, 2024 |
|
No Stopping the Rally?, Bitcoin’s Path to $500K, Black Friday Retail Rush 11/29/24
|
Nov 29, 2024 |
|
Black Friday, Shopable Ads, Tariff Impact on Semiconductor Sector 11/27/24
|
Nov 27, 2024 |
|
Tariffs & Trades, Red Flags?, Health of Housing 11/26/24
|
Nov 26, 2024 |
|
Markets Cheer Trump Cabinet Pick, The Pasta Sauce Spending Indicator, and Gen Z’s “It” List 11/25/24
|
Nov 25, 2024 |
|
AI Innovation & Impact, Trump 2.0 & Corporate Profits, Bitcoin’s March to $100K 11/22/24
|
Nov 22, 2024 |
|
Nvidia, M&A Activity in 2025 & Hyundai's EV Ambitions 11/21/24
|
Nov 21, 2024 |
|
Trump Tariffs 2.0, Crypto & Klarna CEO 11/20/24
|
Nov 20, 2024 |
|
Russia-Ukraine Tensions Rising, Semiconductor Near-term Headwinds, Off-Price On Deck 11/19/24
|
Nov 19, 2024 |
|
How to Trade on Thanksgiving Travel, The Future of Retail 11/18/24
|
Nov 18, 2024 |
|
Trump Transition, Finding Opportunities, Undervalued Mag 7 Stocks 11/15/24
|
Nov 15, 2024 |
|
Post-Election Rally Stalling? 11/14/24
|
Nov 14, 2024 |
|
Sticky Inflation, Musk's White House Influence 11/13/24
|
Nov 13, 2024 |
|
Musk’s Influence & Disney on Deck 11/12/24
|
Nov 12, 2024 |
|
The Home Improvement Trade, Economic Headwinds in China 11/11/24
|
Nov 12, 2024 |
|
Momentum Rules, Global Assets, Trump Winners 11/8/24
|
Nov 08, 2024 |
|
Fed Decision Countdown, Trump Tariff Impact, Upwork CEO on Earnings 11/7/24
|
Nov 07, 2024 |
|
Election Market Rally, Countdown to Fed Decision, Broadcast M&A Coming Soon? 11/06/24
|
Nov 06, 2024 |
|
Election Day 2024, Foreign Policy Fallout, Fed Decision Countdown 11/5/24
|
Nov 05, 2024 |
|
Final Election Countdown, Consumer Trades, Berkshire’s Money Moves 11/4/24
|
Nov 04, 2024 |
|
Jobs Warning Signal?, Read on Retail, 3 Buys & A Bail: MSFT, LLY, PTON, SNAP 11/1/24
|
Nov 01, 2024 |
|
Big Tech Earnings, Comcast Considers Spinoff, CEOs of Generac, Equinix & Kontoor Brands 10/31/24
|
Oct 31, 2024 |
|
Economy Still Resilient? 10/30/24
|
Oct 30, 2024 |
|
Tech Policy Under Harris vs. Trump & State of the Consumer 10/29/24
|
Oct 29, 2024 |
|
Big Tech on Deck, The 22-Hour Trading Day, and the Elder Care Gap 10/28/24
|
Oct 28, 2024 |
|
Investment Opportunities Abroad & Under-the-Radar AI Names 10/25/24
|
Oct 25, 2024 |
|
Big Tech & The Fed's Rate Path 10/24/24
|
Oct 24, 2024 |
|
The Bonds to Buy, “Sleepwalking into an Economic Storm”, Tesla Results on Deck 10/23/24
|
Oct 23, 2024 |
|
Take a Page from Japan, Win-Win for Disney & Nike?, Next Gen Generative AI 10/22/24
|
Oct 22, 2024 |
|
Rate Reversal, Unhealthy Returns, 15 Days Until Election Day 10/21/24
|
Oct 21, 2024 |
|
Cause for a Pause?, Read on REITs, Manufacturing in Mexico 10/18/24
|
Oct 18, 2024 |
|
Trading the AI story, Viral f(AI)ke podcasts, Earnings Exchange: NFLX, AXP, PG 10/17/24
|
Oct 17, 2024 |
|
The Trades Ahead of Earnings, The Tech Value Name to Buy Now, and The Bottom Line on Tariffs 10/16/24
|
Oct 16, 2024 |
|
The Path for Oil Prices, Health Care as a Growth Sector, and Soaring, Shipping, & Storing 10/15/24
|
Oct 15, 2024 |
|
A Boeing Debate, China Risks vs. Rewards, and Using AI for a Trading Edge
|
Oct 14, 2024 |
|
Tesla’s Cybercab Debut, GOP’s Union Push, and Potential Pause Picks 10/11/24
|
Oct 11, 2024 |
|
Data Distortion, Fading the Fed, Robotaxi Reveal
|
Oct 10, 2024 |
|
Can Nvidia's Run Continue? Recession Odds & Milton's Impact on Leisure 10/9/24
|
Oct 09, 2024 |
|
Bracing for Milton, GM Investor Day, Kendra Scott CEO 10/8/24
|
Oct 08, 2024 |
|
Florida Bracing for Milton, Mortgage Rates Rising & September Jobs Report 10/7/24
|
Oct 07, 2024 |
|
Blockbuster Jobs Report, The Case for Small Caps, Restaurant Stock to Watch 10/4/24
|
Oct 04, 2024 |
|
IP(N)O?, Buying the Pullback & Port Strike Pros 10/3/24
|
Oct 03, 2024 |
|
OpenAI’s Funding Round, Nvidia’s New Venture, Hidden Threat to Semiconductors 10/2/24
|
Oct 02, 2024 |
|
Iran Launches Missile Attack on Israel 10/01/24
|
Oct 01, 2024 |
|
Middle East Tensions Rising, Hurricane Helene’s Aftermath, Pain at the Ports 9/30/24
|
Sep 30, 2024 |
|
Inflation Volatility Ahead, Stealth Housing Winners, Tariffs Take Effect 9/27/24
|
Sep 27, 2024 |
|
Beijing’s Big Moves, OpenAI’s For-Profit Pivot?, Southwest Soars 9/26/24
|
Sep 26, 2024 |
|
Meta Connect Kicks Off, The Case for Small Caps, and SEIU President on Election & Labor Market 9/25/24
|
Sep 25, 2024 |
|
Buy the Setback Stocks?, Holiday Retail Forecast, Investing in the Nuclear Renaissance 9/24/24
|
Sep 24, 2024 |
|
Don’t Buy Intel Deal Hype?, Nuclear Deal of the Day, The Leadership Trade 9/23/24
|
Sep 23, 2024 |
|
Fed’s Cutting Conundrum, Bullish on Homebuilders, Temu’s Troubles 9/20/24
|
Sep 20, 2024 |
|
Rate Cut Rally, Staples Surge & Ridesharing Race 9/19/24
|
Sep 19, 2024 |
|
Final Countdown to Fed Decision, Sens. Warren & Kennedy, SEC Chair Gensler 9/18/24
|
Sep 18, 2024 |
|
24 Hours Until Fed Decision, Mortgages Rates’ Next Move, Retailers Nearing Inflection 9/17/24
|
Sep 17, 2024 |
|
48 Hours Until Fed Decision, Health of Housing, Dean of Valuation on Apple 9/16/24
|
Sep 16, 2024 |
|
Private Equity in College Sports, Uber & Waymo Expand Partnership 9/13/24
|
Sep 13, 2024 |
|
Mester on the Fed, Markets & Rates, Disney Cuts Prices 9/12/24
|
Sep 12, 2024 |
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Data Disappointment, Banks’ Mixed Messages, Stalled Trade 9/11/24
|
Sep 11, 2024 |
|
Oracle’s Big Plans, Candidates’ Big Night, and Powell’s Big Decision 9/10/24
|
Sep 10, 2024 |
|
Apple Unveils iPhone 16 and To Buy the Dip or Not to Buy the Dip? 9/9/24
|
Sep 09, 2024 |
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Labor Market "On Thin Ice" 9/6/24
|
Sep 06, 2024 |
|
October Optimism, NFL’s Most Valuable Team 9/5/24
|
Sep 05, 2024 |
|
Semiconductor Sell-off, Bond Market Bullishness, Off-Price On Fire 9/4/24
|
Sep 04, 2024 |
|
September Swoon Ahead?, Intel in Trouble?, Housing Affordability Crisis 9/3/24
|
Sep 03, 2024 |
|
Warning Sign for the Fed?, Powering AI Demand, Gen-Z Love Story 8/30/24
|
Aug 30, 2024 |
|
Catalysts & Concerns, The Next Best Buy, A REIT to Read Retail 8/29/24
|
Aug 29, 2024 |
|
Nvidia Earnings Countdown, AI & Box CEO, Earnings Exchange: AFRM, CRWD, DG 8/28/24
|
Aug 28, 2024 |
|
How Fast & How Far?, $40M Turnaround, Earnings Exchange: BOX, S, JWN 8/27/24
|
Aug 27, 2024 |
|
Buy the Tech Dip?, Consumer Seeking Value, Bullish Fresh Pick 8/26/24
|
Aug 26, 2024 |
|
“Time Has Come”, AI 2.0 Trade, 3 Buys & a Bail: Turnaround Edition 8/23/24
|
Aug 23, 2024 |
|
Underappreciated Small-Cap Trade, Consumers & Value, Peloton Turnaround Plan 8/22/24
|
Aug 22, 2024 |
|
Dow 47,000 in Sight?, China & The Election, Historic Payrolls Revision 8/21/24
|
Aug 21, 2024 |
|
Hunting for Value, Stocks vs. Bonds, Housing Affordability 8/20/24
|
Aug 20, 2024 |
|
Shifting Fed Narrative, DNC Kicks Off, Strong Foundation for Homebuilders? 8/19/24
|
Aug 19, 2024 |
|
Overlooked Market Risks, Harris’ Economic Plan, Classic Car Craze 8/16/24
|
Aug 16, 2024 |
|
The Exchange 08/15/24
|
Aug 15, 2024 |
|
September Rate Cut Split, REITs to Buy Now, and Consumer on the Cusp? 8/14/24
|
Aug 14, 2024 |
|
Starbucks CEO Shake-up, Inflation in Check?, Middle East Tensions 8/13/24
|
Aug 13, 2024 |
|
Value in Volatility, Consumer Spending Gauge, Not Too Late to Buy Nvidia? 8/12/24
|
Aug 12, 2024 |
|
Markets’ Big Week, China’s Path Forward, SweetGreen’s Healthy Returns 8/9/24
|
Aug 09, 2024 |
|
Health of the Consumer, Market Rally or Reversal?, Interactive Brokers’ Thomas Peterffy 8/8/24
|
Aug 08, 2024 |
|
One-on-one with Jamie Dimon 8/7/24
|
Aug 07, 2024 |
|
Sell-off Overdone?, Buy the Tech Dip?, Disney Price Hikes 8/6/24
|
Aug 06, 2024 |
|
Market Sell-off, WaFd Bank CEO
|
Aug 05, 2024 |
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Jobs Report Sell-off, Intel’s Half-Century Slump, Databricks CEO Exclusive 8/2/24
|
Aug 02, 2024 |
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Big Tech Sell-off, Shifting Fed Narrative, Historic Prisoner Exchange 8/1/24
|
Aug 01, 2024 |
|
The Exchange 7/31/24
|
Jul 31, 2024 |
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Market’s Big Mistake?, AI’s First Real Test, Harris’ Crucial VP Pick 7/30/24
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Jul 30, 2024 |
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Markets’ Big Week, Vanguard’s New CEO, Earnings Exchange: PG, JBLU, PFE 7/29/24
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Jul 29, 2024 |
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Rate Cut Timeline, Data Center Demand, Overseas Opportunities 7/26/24
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Jul 26, 2024 |
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Catalysts & Concerns and Buying Opportunities 7/25/24
|
Jul 25, 2024 |
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Tech Wreck, Bitcoin Bucking the Trend, Buy the Builders? 7/24/24
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Jul 24, 2024 |
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Unloved Bull Market, Time to Buy Tesla?, Risky Business 7/23/24
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Jul 23, 2024 |
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Your Money, Your Vote, Policies & Positioning, Stick with Small Caps? 7/22/24
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Jul 22, 2024 |
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Biden’s Make-or-Break Weekend, Riding the Rotation, Global IT Outage 07/19/24
|
Jul 19, 2024 |
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Small-Cap Summer, The Investible Election, Netflix Earnings on Deck 7/18/24
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Jul 18, 2024 |
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Hunting for Value, Candidate-proof Trade, Earnings Exchange: BX, DHI, DPZ 07/17/24
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Jul 17, 2024 |
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Trump Picks Vance, Opportunities Abroad, Small Caps Soar 7/16/24
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Jul 16, 2024 |
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Powell’s Playbook, RNC Kicks Off, More Volatility Ahead? 7/15/24
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Jul 15, 2024 |
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Value Renaissance Ahead?, The Bank Trade, Commercial Real Estate 7/12/24
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Jul 12, 2024 |
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From the Desk of Kelly Evans: The fall of Troy 7/11/24
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Jul 11, 2024 |
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CPI, Costco & The Case for S&P 6K 7/11/24
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Jul 11, 2024 |
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From the Desk of Kelly Evans: The cuts are coming 7/11/24
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Jul 11, 2024 |
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Inflection Point?, Travel Demand & Cashing in on Components 7/10/24
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Jul 10, 2024 |
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Underrated Risk?, Bullish Bets & Audio Advantage - 7/9/24
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Jul 09, 2024 |
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From the Desk of Kelly Evans: Tour de France 7/8/24
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Jul 08, 2024 |
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Charged-up Semis, “Nowhere Near the Top”, and Politics & Positioning 7/8/24
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Jul 08, 2024 |
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From the Desk of Kelly Evans: AI *is* the business cycle 7/5/24
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Jul 05, 2024 |
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Jobs Jolt, U.K. Business Boost?, Book Boom 7/5/24
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Jul 05, 2024 |
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The Exchange 7/2/24
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Jul 02, 2024 |
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No Stopping the Rally?, The Jobs Juggle, Immunity Ruling 7/1/24
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Jul 01, 2024 |
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Supreme Court on Chevron, As Good as It Gets?, Nike: “More Squish Than Swoosh” 6/28/24
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Jun 28, 2024 |
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Retail Detail, Stick with Tech?, “Your Money, Your Vote” 6/27/24
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Jun 27, 2024 |
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Where the Chips Fall, Too Cheap to Ignore?, Health of Housing 6/26/24
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Jun 26, 2024 |
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Moving past the Mag 7, Risky Returns, Too Hot to Ignore? 6/25/24
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Jun 25, 2024 |
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Tech’s Turning Tide, Ret(AI)l Margins, Strike on Snacks 6/24/24
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Jun 24, 2024 |
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What the Tech?, New Market Opportunities, Ryan Serhant Live 6/21/24
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Jun 21, 2024 |
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Too High for Too Long?, The Big Squeeze, AI Adoption on Main Street 6/20/24
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Jun 20, 2024 |
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Slowdown on the Way, La-Z-Boy CEO on Big Beat, Homebuilders on the Range 6/18/24
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Jun 18, 2024 |
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Bonds & Equities Diverge, Accor CEO on Travel Trends, 3 Buys & A Bail: Stock Splits 6/17/24
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Jun 17, 2024 |
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Bifurcation Situation, Value Hunting & Lease on Losses? 6/14/24
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Jun 14, 2024 |
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Fed Falling Behind?, Warning Sign to OpenAI?, Musk’s Massive Pay Package 6/13/24
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Jun 13, 2024 |
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Fed Decision Countdown, Paramount’s Playbook, AI & Advertising 6/12/24
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Jun 12, 2024 |
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From the Desk of Kelly Evans: The Anti-Gutenberg moment 6/11/24
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Jun 11, 2024 |
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Mixed Signals, Record Highs, Cybersecurity Concerns 6/11/24
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Jun 11, 2024 |
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Apple’s WWDC Kicks Off, Europe’s Future in Flux, Regional Bank Turmoil 6/10/24
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Jun 10, 2024 |
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From the Desk of Kelly Evans: "Boring" Kitty 6/10/24
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Jun 10, 2024 |
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The Exchange 6/7/24
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Jun 07, 2024 |
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The Exchange 06/06/24
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Jun 06, 2024 |
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Timing the Cuts, Recession-Proof Business Model?, Suburban Surge 6/5/24
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Jun 05, 2024 |
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Flashing Slowdown Signals, Roaring Kitty’s Options, Hot Solar Stocks 6/4/24
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Jun 04, 2024 |
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Overseas Opportunities, Changing Consumer, 3 Buys & A Bail: Sector Leaders 6/3/24
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Jun 03, 2024 |
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Fed’s Path Forward, Fast Food Wars, Calculating Earnings Commentary 5/31/24
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May 31, 2024 |
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Salesforce’s Surprise Miss, Home Sales Disappoint, Earning Exchange: COST, DELL, MDB 5/30/24
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May 30, 2024 |
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Nvidia: Bargain or Beware?, Rate Cut Doubts, Health of Housing 5/29/24
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May 29, 2024 |
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“No Cuts, No Problem”, Next Stop: Splitsville, AI Risks vs. Rewards 5/28/24
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May 28, 2024 |
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Sell-off Bounceback, Duke Energy CEO, 3 Buys & A Bail: Under-the-Radar 5/24/24
|
May 24, 2024 |
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July Cut?, Nvidia Halo, Zyn Rewards 5/23/24
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May 23, 2024 |
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Where to Find Value, Nvidia Earnings & A(I) + Opportunity 5/22/24
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May 22, 2024 |
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Microsoft Build & Fed’s Christopher Waller 5/21/24
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May 21, 2024 |
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Case to Raise?, Risky Business, China Auto Threat 5/20/24
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May 20, 2024 |
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Market Momentum, D(AI)ta Dash, 3 Buys & a Bail 5/17/24
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May 17, 2024 |
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Milestone Momentum?, Cranking or Cracking?, & Killer or Catalyst? 5/16/24
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May 16, 2024 |
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Hitting Record Highs, Health of Housing, Getting AI-gressive 5/15/24
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May 15, 2024 |
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From the Desk of Kelly Evans: The stock market has done even better than you think 5/15/24
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May 15, 2024 |
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Google’s Big Event, Meme Stocks Return, Travel Spending Boom 5/14/24
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May 14, 2024 |
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From the Desk of Kelly Evans: Why is the Fed so itchy to cut? 5/14/24
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May 14, 2024 |
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Rebound or Real?, AI Arms Race, Finding Healthy Returns 5/13/24
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May 13, 2024 |
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What the Tech?, The Key Catalyst, & Weathering Choppy Waters 5/10/24
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May 10, 2024 |
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Consumer Cracking or Cranking?, Beyond Meat CEO Exclusive, Gen Z’s Trade School Boom 5/9/24
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May 09, 2024 |
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Rate Cut La-La Land, Once-in-a-Lifetime Opportunity, Time to Trim Nvidia? 5/8/24
|
May 08, 2024 |
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Fed “Fumble”, Disney Disappointment, and iPad Promises 5/7/24
|
May 07, 2024 |
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Buffett’s Cash Conundrum, Sticking with Starbucks, Earnings Exchange: DIS, SPG, LCID 5/6/24
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May 06, 2024 |
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Rate Cut Timeline, Apple’s Core Issue, 3 Buys & A Bail: Boomerang CEOs 5/3/24
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May 03, 2024 |
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Less Hawkish Than Feared, No Labor Pains, Earnings Exchange: AAPL, HSY, NET 5/2/24
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May 02, 2024 |
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Fed Decision Countdown, Taylormade CEO on Tiger Woods, Earnings Exchange: Insurers, Zillow, DoorDash 5/1/24
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May 01, 2024 |
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A Hawkish Surprise, Amazon Earnings on Deck, Cloud Competition Heats Up 4/30/24
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Apr 30, 2024 |
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“Embrace Higher Rates” & Key Catalysts? 4/29/24
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Apr 29, 2024 |
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The Exchange 4/26/24
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Apr 26, 2024 |
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Not as bad as it seems? 4/25/24
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Apr 25, 2024 |
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“Great Opportunities,” Boeing Latest & Earnings Exchange 4/24/24
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Apr 24, 2024 |
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The Case for a July Cut & What Buyers Want 4/23/24
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Apr 23, 2024 |
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Buy the Dips?, Dented But Not Deterred, 3 Buys & a Maybe 4/22/24
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Apr 22, 2024 |
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Big Week Ahead, Sub-stantive Concern?, Top Airline Analyst on Earnings 4/19/24
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Apr 19, 2024 |
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No Cuts, No Problem?, Buy Now, Pain Later? & Supply Chain Winners 4/17/24
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Apr 17, 2024 |
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Catalysts & Concerns, REITs & Risks, Rates & Housing 4/16/24
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Apr 16, 2024 |
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Examining Geopolitical Risks and the Market Impact 4/15/24
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Apr 15, 2024 |
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Tracking the Sell-off, The VC View, Box CEO Aaron Levie 4/12/24
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Apr 12, 2024 |
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Adam Neumann Exclusive, Underestimating Apple?, Great Setup for Markets 4/11/24
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Apr 11, 2024 |
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Sticky Inflation Situation, Nvidia Defying Gravity?, Google’s Chip Shot 4/10/24
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Apr 10, 2024 |
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Beyond Mega Caps, Banking on Tech, Travel Trade Exclusive 4/9/24
|
Apr 09, 2024 |
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Fed’s Hawk Talk, Yellen in China, Solar Eclipse Countdown 4/8/24
|
Apr 08, 2024 |
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Stronger (Jobs Market) For Longer?, Retail Bargain Buy, Miami’s Billionaire Buyers 4/5/24
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Apr 05, 2024 |
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The Jobs Juggle, Disney’s Next Move, Rare VC Titan Interview 4/4/24
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Apr 04, 2024 |
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Disney’s Boardroom Battle, Einhorn’s Best Idea, Fed’s Path Forward 4/3/24
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Apr 03, 2024 |
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Markets & Metals, Fed Positioning, Tesla’s Rare Drop 4/2/24
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Apr 02, 2024 |
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Timing the Fed’s Cuts, Blip or Bottom?, Retail Pains & Gains 4/1/24
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Apr 01, 2024 |
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Sam Bankman-Fried Sentencing, AI Underdogs, Around the Word: Europe 3/28/24
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Mar 28, 2024 |
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Emerging Opportunities, Banking on AI, & AI Power Trades 3/27/24
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Mar 27, 2024 |
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Buoyed by Buybacks?, Around the World: Japan, Staples Slump 3/26/24
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Mar 26, 2024 |
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Hawkish Fed Risk?, Boeing Shake-up, Around the World: China 3/25/24
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Mar 25, 2024 |
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“Not a Bubble, but Bubbly”, Caution Warren-ted?, Stealth Housing Play 3/22/24
|
Mar 22, 2024 |
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No Stopping the Rally?, Reddit IPO & Full Stream Ahead? 3/21/24
|
Mar 21, 2024 |
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Countdown to Fed Decision, Reddit IPO Watch, Chipotle’s Big Split 3/20/24
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Mar 20, 2024 |
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Tech Safety Trade, Nvidia’s AI Revolution, Health of Housing 3/19/24
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Mar 19, 2024 |
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Don’t Chase the Crowd, Closing the AI Gap?, Homebuilder Sentiment Shift 3/18/24
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Mar 18, 2024 |
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Inflation Front & Center, Massive NAR Settlement, Stick with Boeing? 3/15/24
|
Mar 15, 2024 |
|
Timing the Cuts, TikTok Takeover?, “Meat” Makeover 3/14/24
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Mar 14, 2024 |
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Higher For Longer… For Longer?, Cost of Energy Security, Next Social Media Threats 3/13/24
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Mar 13, 2024 |
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Timing the Cut, Boeing’s Blues, Equal Pay Day 3/12/24
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Mar 12, 2024 |
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The Next Catalyst, Late Fee Limbo, Future of Media 3/11/24
|
Mar 11, 2024 |
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Don’t Trust the Rally?, America’s $775B Gap, Trade of the Union 3/8/24
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Mar 08, 2024 |
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Biden & Business, Cleveland Fed Pres. Mester Exclusive, Earnings Exchange: COST, AVGO, DOCU 3/7/24
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Mar 07, 2024 |
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Powell on Capitol Hill, NYCB Capital Infusion, Musk vs. OpenAI 3/6/24
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Mar 06, 2024 |
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Value Hunting, Trex CEO Exclusive, Earnings Exchange: CRWD, JWN, JD 3/5/24
|
Mar 05, 2024 |
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Apple’s Penalty & Pivot, Real Estate Risks, and 3 Buys & A Bail: Retail Edition 3/4/24
|
Mar 04, 2024 |
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Riskey Business, Musk Sues OpenAI, 3 Buys & A Bail: Crypto Edition 3/1/24
|
Mar 01, 2024 |
|
Playing Offense, REIT Returns, The Long Game 2/29/24
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Feb 29, 2024 |
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Overlooked risk?, Weight-Loss Ripple Effects, Earnings Exchange: PARA, HPQ, BIRK 2/28/24
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Feb 28, 2024 |
|
Goldilocks Growth Period?, Shutdown Showdown, Earnings Exchange: FSLR, LMND, SQSP 2/27/24
|
Feb 27, 2024 |
|
Stronger for Longer, Trio of Tech Trades, Earnings Exchange: LOW, ZM, WDAY 2/26/24
|
Feb 26, 2024 |
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Next Leg of AI Rally, Long Live Live (Nation), Ukraine War: 2 Years Later 2/23/24
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Feb 23, 2024 |
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AI Boom Buys, Read on Real Estate, Earnings Exchange: WBD, LYV, SQ 2/22/24
|
Feb 22, 2024 |
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Intel CEO at Foundry Event, Nvidia Earnings on Deck, and Travel + Leisure Trends 2/21/24
|
Feb 21, 2024 |
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Stronger for Longer, Serving Up Gains, Earnings Exchange: TOL, PANW, WING 2/20/24
|
Feb 20, 2024 |
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To Cut or Not to Cut, How AI Regulation Could Impact a Credit Score, and 3 Buys and a Bail: International Edition 2/16/24
|
Feb 16, 2024 |
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The American Consumer, Nvidia vs. Tesla, Earnings Exchange: COIN, ROKU, AMAT 2/15/24
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Feb 15, 2024 |
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Worst-Case Scenario, Brokerage Battles, Charging Ahead 2/14/24
|
Feb 14, 2024 |
|
Timeline Turmoil, Bitcoin Flowmentum, Gig Economy Earnings On Deck 2/13/24
|
Feb 13, 2024 |
|
Tough Earnings Setup, Super Bowl Winners & Losers, and Earnings Exchange 2/12/24
|
Feb 12, 2024 |
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Chip Value Pick, Spring Selling Surprise, 3 Buys & A Bail: Big Game Edition 2/9/24
|
Feb 09, 2024 |
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“The Magic’s Back”, Bargain Buys, Moment of “Zyn” 2/8/24
|
Feb 08, 2024 |
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Hidden Risks in the Regional Banks, The AI Nine, Stream Dream Team - 2/7/24
|
Feb 07, 2024 |
|
Silicon V(AI)lley, Earnings Midpoint Exchange, Market Momentum 2/6/24
|
Feb 06, 2024 |
|
Bet on the Bulls?, AI & H2O, New Boeing Headwinds 2/5/24
|
Feb 05, 2024 |
|
Blowout Jobs Report, AI Lobbying Explodes, Activist Investing: 3 Bails & 2 Buys 2/2/24
|
Feb 02, 2024 |
|
Fed’s Timeline Turmoil, Mag 7 Becoming Terrific 3, and Big Oil, Clorox & Skechers 2/1/24
|
Feb 01, 2024 |
|
Fed Decision Countdown, Rates & The Consumer, The Tech Factor 1/31/24
|
Jan 31, 2024 |
|
Timing the Fed’s Cut, AI & Earnings, Social Media’s “Seatbelt Moment” 1/30/24
|
Jan 30, 2024 |
|
The Fed’s Timeline, N. Carolina Cutting Coverage, CRE & The Red Sea 1/29/24
|
Jan 29, 2024 |
|
Intel Standing Pat, Inflation Situation, 3 Big Bails & a Surprise Buy 1/26/24
|
Jan 26, 2024 |
|
Alaska Airlines Earnings Exclusive, The Names Positioned for Gains, and Chips, Cards & Chinos 1/25/24
|
Jan 25, 2024 |
|
Forgotten Stocks, Bitcoin ETF Flow Race, Small Bank Barometer 1/24/24
|
Jan 24, 2024 |
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Room to Run?, Red Sea Retail Ripples, Netflix’s Ad-vantage 1/23/24
|
Jan 23, 2024 |
|
The Exchange 1/22/24
|
Jan 22, 2024 |
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S&P 500 Record High, Big Tech’s Big Week, and Abodes Abroad 1/19/24
|
Jan 19, 2024 |
|
MSCI Short Report, Contrarian Trades, The Deepfake Election 1/18/24
|
Jan 18, 2024 |
|
Consumer Won’t Quit, China’s Car Threat, 2024 Deal Barometer 1/17/23
|
Jan 17, 2024 |
|
Too Much Optimism?, 3 Buys & A Bail: Bank Edition, Home-Building Momentum 1/16/24
|
Jan 16, 2024 |
|
Markets vs. The Fed, Red Sea Ripples & Powering G(ai)ns 1/12/24
|
Jan 12, 2024 |
|
Timing the Cuts, Bitcoin ETFs, Rapid Rundown 1/11/24
|
Jan 11, 2024 |
|
Boeing CEO Exclusive, Rate Cut Timeline, Election Year Boost? 01/10/24
|
Jan 10, 2024 |
|
2024 Playbook Pivot, Live from CES!, and Turnaround Ahead? 1/9/24
|
Jan 09, 2024 |
|
Trading the 2024 Election, Stealth Rate Cut Benefits, and Railroad CEO on Southern Border 1/8/24
|
Jan 08, 2024 |
|
Cuts & Concerns, Equities Excitement, and 3 Buys & a Bail: Tech Earnings Edition 1/5/24
|
Jan 05, 2024 |
|
Timeline Turmoil, Billion-Dollar Bet in SF, Hydration Hype 1/4/23
|
Jan 04, 2024 |
|
Rate Expectations, Escalating Tensions, Tech Wreck? 01/03/23
|
Jan 03, 2024 |
|
From the Desk of Kelly Evans: Remember "I" bonds? 1/2/24
|
Jan 02, 2024 |
|
‘Higher for longer’ for longer?, Red Sea Tensions Rise, The Risks Ahead 01/02/24
|
Jan 02, 2024 |
|
The Trade that Paid, Meta vs. Apple, and Three-V Buys & A Bail 12/29/23
|
Dec 29, 2023 |
|
2024 Opportunities, Heart-y Gains, Vice City Real Estate 12/28/23
|
Dec 28, 2023 |
|
January Rate Cut, Pain & Opportunity, and In the Fast Lane 12/27/23
|
Dec 27, 2023 |
|
Triggering the Fed Pivot, Big Biotech Buyouts, and Top 2024 Tech Picks 12/26/23
|
Dec 26, 2023 |
|
The Tech Names ARK’s Cathie Wood is Buying Now, Two Percent is Too Late, and the Med Tech Stock with 36% Upside 12/22/23
|
Dec 22, 2023 |
|
The Exchange 12/21/23
|
Dec 21, 2023 |
|
Timing the Cuts, Office Opportunity? and Overseas Playbook 12/20/23
|
Dec 20, 2023 |
|
Recession Inevitable?, Pivot Positioning, and Coinbase CEO on Crypto 12/19/23
|
Dec 19, 2023 |
|
Premature Pivot, Cheap but Controversial, Fade These Trades 12/18/23
|
Dec 18, 2023 |
|
Catalysts Trump Concerns?, “Screaming Buys?” and Building Out Gains 12/15/23
|
Dec 15, 2023 |
|
Full Steam “A-Fed”, Short Signals, Real Estate Turning Point? 12/14/23
|
Dec 14, 2023 |
|
Countdown to the Fed Decision 12/13/23
|
Dec 13, 2023 |
|
Soft Layover, Building Out Gains, Healthy Holiday 12/12/23
|
Dec 12, 2023 |
|
Cut Timeline, Red(Stone) Alert, and Retail vs. Real Estate 12/11/23
|
Dec 11, 2023 |
|
Goldilocks Jobs Report, Beating the Market, California Forever 12/8/23
|
Dec 08, 2023 |
|
Bond Voyage?, High-Flyer, Building on Gains? 12/7/23
|
Dec 07, 2023 |
|
The Exchange 12/6/23
|
Dec 06, 2023 |
|
Cut Timeline, Drugs & Bots, Rom-Com(merce) 12/5/23
|
Dec 05, 2023 |
|
What’s Driving the Rally?, Trillions to Tap, Kings of Retail 12/4/23
|
Dec 04, 2023 |
|
Soft Landing at Risk?, Stream Team?, and 3 Buys & a Bail 12/1/23
|
Dec 01, 2023 |
|
The Exchange 11/30/23
|
Nov 30, 2023 |
|
The Exchange 11/29/23
|
Nov 29, 2023 |
|
Data Divergence, Spending Surge, Earnings Exchange: AI Edition 11/28/23
|
Nov 28, 2023 |
|
Digging into Spending Data, Hybrids are Hot, and When Will Housing Normalize? 11/27/23
|
Nov 27, 2023 |
|
Holiday Shopping, Spending Signals, Pandora CEO 11-22-23
|
Nov 22, 2023 |
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From the Desk of Kelly Evans: Where Things Are Getting Cheaper 11/22/23
|
Nov 22, 2023 |
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AI Sector Shakeup, Trust the Rally?, and Corporate Pensions Comeback 11/21/23
|
Nov 21, 2023 |
|
The Exchange 11/20/23
|
Nov 20, 2023 |
|
Musk’s Mess, Lost the Recession Battle?, and E-Commerce Cold War 11/17/23
|
Nov 17, 2023 |
|
The Exchange - 11/16/23
|
Nov 16, 2023 |
|
Nadella, Biden & Xi and Swagel 11/15/23
|
Nov 15, 2023 |
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Market Rallies on CPI Data, Emerging Market Opportunities, and Weight-Loss Winner 11/14/23
|
Nov 14, 2023 |
|
Shutdown Countdown, Thawing Tensions, and Consumer Baggage 11/13/23
|
Nov 13, 2023 |
|
San Francisco Fed Pres. Mary Daly, Holiday Spending Squeeze, and the Experience Economy 11/10/23
|
Nov 10, 2023 |
|
Catalysts & Concerns, Debut Drought, and the Electric Butterfly Effect 11/9/23
|
Nov 09, 2023 |
|
Fed Fallacy?, Health of Housing, and Bellwethers on Deck 11/8/23
|
Nov 08, 2023 |
|
Credit Concerns, Concerts & Conventions, and Everything is “Paw-some” 11/7/23
|
Nov 07, 2023 |
|
Yielding Problems, Buy or Beware, Private Credit Concerns
|
Nov 06, 2023 |
|
From the Desk of Kelly Evans: Could corporate pensions save America? 11/6/23
|
Nov 06, 2023 |
|
Rally, Set, Go?, Read on the Consumer and Themes & Trades 11/3/23
|
Nov 03, 2023 |
|
The Exchange 11/2/23
|
Nov 02, 2023 |
|
CNBC Special: The Fed Decision 11/1/23
|
Nov 01, 2023 |
|
Countdown to the Fed Decision, Rising Rate Play, and the ‘Scariest’ Bear Cases in Tech 10/31/23
|
Oct 31, 2023 |
|
Slowdown Low-down, XPO’s Big Beat, Scary Consumer? 10/30/23
|
Oct 30, 2023 |
|
Data Delusion?, The View from Vanguard, and Health of Housing 10/27/23
|
Oct 27, 2023 |
|
The Fed’s Next Move, Buy or Beware?, and Rate Resilience 10/26/23
|
Oct 26, 2023 |
|
Can You Hear Me Now, Downturn Resiliency, and Get the Government 10/25/23
|
Oct 25, 2023 |
|
Hedge Hawk, 100% Wrong?, and Good Problems 10/24/23
|
Oct 24, 2023 |
|
Equity-like Returns, Fiscal Dominance, and Commercial Real Estate Pivot 10/23/23
|
Oct 23, 2023 |
|
From the Desk of Kelly Evans: Who's the PIIG now? 10/23/23
|
Oct 23, 2023 |
|
Yields Hit 5%, Now What? The Data the Fed Should be Using, and Harker’s Case Against Rate Hikes 10/20/23
|
Oct 20, 2023 |
|
From the Desk of Kelly Evans: The Fed has THREE mandates 10/20/23
|
Oct 20, 2023 |
|
The Exchange 10/19/23
|
Oct 19, 2023 |
|
The House Divided, Biden’s Israel Visit, and Regionals & Rates 10/18/23
|
Oct 18, 2023 |
|
What’s Next for Yields, Sentiment Slump, Salaries Surge 10/17/23
|
Oct 17, 2023 |
|
The $630B Question, The Bitcoin Binary, and Earnings Exchange 10/16/23
|
Oct 16, 2023 |
|
Seeking Safety, Crude’s Climb, Curbing the Run in Rates 10/13/23
|
Oct 13, 2023 |
|
The Exchange 10/12/23
|
Oct 12, 2023 |
|
The Exchange 10/11/23
|
Oct 11, 2023 |
|
Israel-Hamas War, The Hunt for Yield, and Leaderless House 10/10/23
|
Oct 10, 2023 |
|
Geopolitical Turmoil, Peltz vs. Disney, and Utilities Opportunities 10/9/23
|
Oct 09, 2023 |
|
Reversing Course, Mortgage Mania, and Airlines Grounded 10/6/23
|
Oct 06, 2023 |
|
The Exchange 10/5/23
|
Oct 05, 2023 |
|
Fed Fallacy?, Rising Rates Bail, and Two Cents on the Dollar 10/4/23
|
Oct 04, 2023 |
|
Crypto & Consumers, $9B AI Tool, Weighing the Trades 10/3/23
|
Oct 03, 2023 |
|
Bond Voyage, Trash Talk, Take Shelter 10/2/23
|
Oct 02, 2023 |
|
It Might Just Be the Everything Shutdown 9/29/23
|
Sep 29, 2023 |
|
Charting Returns, Strikes & Stocks, and Demand Destruction 9-28-23
|
Sep 28, 2023 |
|
The Value Names to Buy Now, Cannabis and Capital, and the Everything Shutdown 9/27/23
|
Sep 27, 2023 |
|
Economic Pressure Points, Real Estate Magnate Don Peebles, and Consumer Credit Risk 9/26/23
|
Sep 26, 2023 |
|
From the Desk of Kelly Evans: The $2 trillion deficit: how did we get here? 9/25/23
|
Sep 25, 2023 |
|
From the Desk of Kelly Evans: Who is really raising rates in Washington? 9/25/23
|
Sep 25, 2023 |
|
Shutdown Showdown, Hospitality Headaches and Jeff Currie’s Exit Interview 9/25/23
|
Sep 25, 2023 |
|
Perfect Storm for Private Equity, UAW Expands its Strike, and In Da Club-onomics 9/22/23
|
Sep 22, 2023 |
|
From the Desk of Kelly Evans: The Less United Nations 9/22/23
|
Sep 22, 2023 |
|
Wrong Answer, Stocks Stalling, DTC Divergence - 9/21/23
|
Sep 21, 2023 |
|
The Fed Decision: Live from Washington, D.C. 9/20/23
|
Sep 20, 2023 |
|
From the Desk of Kelly Evans: Is Trouble Brewing for Private Equity? 9/20/23
|
Sep 20, 2023 |
|
The Exchange 9/19/23
|
Sep 19, 2023 |
|
Fantasyland, The Perfect Storm, Window Closing 9/18/23
|
Sep 18, 2023 |
|
Strike Ripples. Returns Getting Harder, 3 Buy & a Bail IPO Edition 9/15/23
|
Sep 15, 2023 |
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From the Desk of Kelly Evans: China Looms Over the Autoworkers' Strike 9/15/23
|
Sep 15, 2023 |
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From the Desk of Kelly Evans: Boring IPOs are better IPOs 9/14/23
|
Sep 14, 2023 |
|
The Right to Buy Arm(s), Softbank’s Pricing Problem, and Fast Casual Winners 9/14/23
|
Sep 14, 2023 |
|
It’s the Economy, Stupid, The Case for $100 Oil, and Developing San Francisco 9/13/23
|
Sep 13, 2023 |
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From the Desk of Kelly Evans: CPI takes a backseat 9/13/23
|
Sep 13, 2023 |
|
Apple’s Big Event, CNBC’s Top Financial Advisor’s Best Ideas, and Needham’s Tesla Caution 9/12/23
|
Sep 12, 2023 |
|
Chips & Channels, IPO Crystal Ball, and China Conundrum 9/11/23
|
Sep 11, 2023 |
|
The Exchange 9/8/23
|
Sep 08, 2023 |
|
From the Desk of Kelly Evans: The Strange Celebration of the Slowing Economy 9/8/23
|
Sep 08, 2023 |
|
Behind the Ban, Seeking Support, Spending Slowdown 9/7/23
|
Sep 07, 2023 |
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Why Now, Gatekeeping & Government Bans, and a TV Tipping Point 9/6/23
|
Sep 06, 2023 |
|
Sweet or Sweat Spot, Key Trend to Watch, and Risky Business 9/5/23
|
Sep 05, 2023 |
|
Goldilocks Jobs Report, Housing Inflection Point, 3 Buys & a Bail 9/1/23
|
Sep 01, 2023 |
|
No Surprise, Sentiment Slump, Semiconductor Strategy 8/31/23
|
Aug 31, 2023 |
|
Jury Duty Market, Crypto Court Decision, and Privacy, Pets & Pricing 8/30/23
|
Aug 30, 2023 |
|
Positioned for Gains, The First Ten, and Health of Housing 8/29/23
|
Aug 29, 2023 |
|
Key Ticker, National (In)security & Earnings Exchange 8/28/23
|
Aug 28, 2023 |
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Powell Stays Hawkish, Injectables Boost Profits, and Zillow Home Loan’s 1% Down Payment 8/25/23
|
Aug 25, 2023 |
|
Jackson Hole Kicks Off, Nvidia’s Blowout Quarter, and Splunk Makes a Splash 8/24/23
|
Aug 24, 2023 |
|
Tech’s Make-or-Break Moment, Office Pain to Gain, and La-Z-Boy CEO Exclusive 8/23/23
|
Aug 23, 2023 |
|
Sticking Point for Stocks, Shutdown Showdown, and Pricing Power Play 8/22/23
|
Aug 22, 2023 |
|
Rising Rates & Risks, China's Troubles, and The Read on Retail 8/21/23
|
Aug 21, 2023 |
|
Bond Voyage, Brace or Embrace, and 3 Bails & A Buy 8/18/23
|
Aug 18, 2023 |
|
From the Desk of Kelly Evans: The "Lazy Girl" Investment Strategy 8/18/23
|
Aug 18, 2023 |
|
A Tale of Two Retailers, Goodwill CEO, and Mike Novogratz Live 8/17/23
|
Aug 17, 2023 |
|
Don’t Count on Cuts, Health of Banks, Housing Hedge 8/16/23
|
Aug 16, 2023 |
|
No Landing No-Kay!, Downgrades Ahead, Health of Housing 8/15/23
|
Aug 15, 2023 |
|
The Exchange 8/14/23
|
Aug 14, 2023 |
|
China’s Sluggish Recovery, Hire Education, and Soft Landing Save? 8/11/23
|
Aug 11, 2023 |
|
Sell-off Watch, Ad-vantaged, Cyber Pains & Gains 8/10/23
|
Aug 10, 2023 |
|
Tug of War, Stifel CEO Exclusive, and Keeping It Clean 8/9/23
|
Aug 09, 2023 |
|
Credit Crunch, Winners & Losers, Cost of Care 8/8/23
|
Aug 08, 2023 |
|
The Potential for Cuts, ADP vs. BLS, Health of Housing 8/7/23
|
Aug 07, 2023 |
|
The Goldilocks Number, SEC vs. Coinbase, and Protecting Your Portfolio 8/4/23
|
Aug 04, 2023 |
|
Executive Exchange, Crypto Couple, and Major Payments Player 8/3/23
|
Aug 03, 2023 |
|
Recession Call Reversal, Warning Shot to Washington?, and Prices at the Pump 8/2/23
|
Aug 02, 2023 |
|
The Exchange 8/1/23
|
Aug 01, 2023 |
|
Soft Landing Tech Trap, Under the R(AI)dar, and 3 Big Bellwethers 7/31/23
|
Jul 31, 2023 |
|
Potential Pause, Messi of AI, Restaurant Revamp 7/28/23
|
Jul 28, 2023 |
|
Forget the Fed, Cruise Control, and The Busiest Day of Earnings Season 7/27/23
|
Jul 27, 2023 |
|
Fed Decision Countdown, Real Estate Risks, and Striking a Deal 7/26/23
|
Jul 26, 2023 |
|
The Fed’s Endgame, Alaska Air Turbulence, and Alphabet’s Bull Case 7/25/23
|
Jul 25, 2023 |
|
The Tech Trade, Positioning into the Print, and Fighting AI Plagiarism 7/24/23
|
Jul 24, 2023 |
|
A.I. in D.C., Time to Buy, and 3 Buys & A Bail 7/21/23
|
Jul 21, 2023 |
|
Data Curveball, Margins & Movies, and The Elder Economy 7/20/23
|
Jul 20, 2023 |
|
Alarm Bells, Too Much Credit, Health of Housing 7/19/23
|
Jul 19, 2023 |
|
The Bumpy Soft Landing, An Under-the-Radar Barbie Beneficiary, and the Social Media Stock with 35% Upside 7/18/23
|
Jul 18, 2023 |
|
Multi-decade Runway, Consumer Cracks, and Power Player 7/17/23
|
Jul 17, 2023 |
|
The Ripple Effect, Citi’s CFO on Earnings, and “All Bulled Up” 7/14/23
|
Jul 14, 2023 |
|
The Fed vs. Fiscal Policy, Disney’s Strategy Shift, and Stocks’ Goldilocks Moment? 7/13/23
|
Jul 13, 2023 |
|
The Broadening Market Rally, AI ETFs vs. Stocks, and the Disney Dilemma 7/12/23
|
Jul 12, 2023 |
|
Prime Day Underway, and Game On 7/11/23
|
Jul 11, 2023 |
|
Hiking a Huge Mistake, Time to Strike, and Threads vs. Twitter 7/10/23
|
Jul 10, 2023 |
|
The Exchange 7/7/23
|
Jul 07, 2023 |
|
The Exchange 7/6/23
|
Jul 06, 2023 |
|
The Exchange 7/5/23
|
Jul 05, 2023 |
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From FOMO to GERF, SCOTUS vs. POTUS, and A Tale of Two Housing Markets 6/30/23
|
Jun 30, 2023 |
|
Craze or Catalyst, Retail Rebranding, and Apocalypse FedNow 6/29/23
|
Jun 29, 2023 |
|
Bidenomics, Powell’s warning, and IPOs on deck 6/28/23
|
Jun 28, 2023 |
|
Kyle Bass’ Next Big Bet, Under-The-Radar AI Plays, and A Big Week for IPOs 6/27/23
|
Jun 27, 2023 |
|
Russia’s Game of Thrones, Small Caps’ Big Gains, and Legacy Media Meltdown 6/26/23
|
Jun 26, 2023 |
|
The Lazy Bull Market, DeSantis’ Real Estate Ban, and Calm Seas for Cruises 6/23/23
|
Jun 23, 2023 |
|
Hikes Heard ‘Round the World, Unsurprisingly Horrible, and Shrinking Shrink 6/22/23
|
Jun 22, 2023 |
|
The Fed’s Inflation Fight Continues, Tesla’s Short-Term Risks, Navigating the Narrow Rally 6/21/23
|
Jun 21, 2023 |
|
Invest Like its 1999? What’s Next for Housing? And Nevermind the Narrow Rally? 6/20/23
|
Jun 20, 2023 |
|
Advertising turns to AI, Post-Pandemic Travel & SMH ETF 6/16/23
|
Jun 16, 2023 |
|
From the Desk of Kelly Evans: This is a pretty odd time for a "melt-up" 06/16/23
|
Jun 16, 2023 |
|
Cava’s Market Debut, CRE Lending Opportunities, and The Black Swan 6/15/23
|
Jun 15, 2023 |
|
The Exchange: Fed Edition 6/14/23
|
Jun 14, 2023 |
|
Brian Moynihan on the Record, The Cardboard Box Recession, and Billionaires’ Row 6/12/23
|
Jun 12, 2023 |
|
The Bear Market is Over, Where to Invest in China Now, eVTOL Sector Poised for Lift-Off? 6/9/23
|
Jun 09, 2023 |
|
When Bad News Is Bad News, Credit Card Crackdown, and Smooth Sailing 6/8/23
|
Jun 08, 2023 |
|
Flights Paused, The Fed's Next Move & AI Travel Booking 6/7/23
|
Jun 07, 2023 |
|
The Fed’s Fight Against Inflation, A Crypto Clash, and The Read On Retail 6/6/23
|
Jun 06, 2023 |
|
Apple WWDC 2023, Fed At A Crossroads, and The Growth Playbook 6/5/23
|
Jun 05, 2023 |
|
The Good & The Bad, AI Holy Grail, Addressing America’s Cancer Drug Shortage 6/2/23
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Jun 02, 2023 |
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Pause in Peril, Discount Retail Trade, and The Great De-Stocking 6/1/23
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Jun 01, 2023 |
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Global Walls of Worry, The Next AI Gainers, and A Rising Rates Play 5/31/23
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May 31, 2023 |
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Debt Ceiling Deal Risks, Soft Landing Ahead, and Will AI Save Silicon Valley Real Estate? 5/30/23
|
May 30, 2023 |
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A Debt Deal Potentially Within Reach, Strike One For The Doves, and AI’s Big Week 5/26/23
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May 26, 2023 |
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Debt Ceiling Showdown, Potential Sell Signal for Nvidia, and The DeSantis DeSaster 5/25/23
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May 25, 2023 |
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Risk to the Upside, Real Estate Mogul Don Peebles, and a Mystery ‘Genuine Bull Market’5/24/23
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May 24, 2023 |
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Debt Ceiling Positioning, AI Market Share Momentum, and Bet On The Builders? 5/23/23
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May 23, 2023 |
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Wall Street’s Wall of Worry, Freight Pain, and The Next Generation of Economists 5/22/23
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May 22, 2023 |
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Risky Business, AI Winner & Losers, and Time to Trim Tech? 5/19/23
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May 19, 2023 |
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The Bubble We Need, The Search Less Traveled and What’s Next for Bank Regulation 5/18/23
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May 18, 2023 |
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Musk-see TV, The Debt Ceiling Trade, and The Read on Real Estate 5/17/23
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May 17, 2023 |
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Bots & Banks on Capitol Hill, Don’t Believe The Bears?, and The Future of Forecasting 5/16/23
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May 16, 2023 |
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The Fed’s Inflation Fight, Regional Bank Opportunities, and M&A Monday 5/15/23
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May 15, 2023 |
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Debt Ceiling Negotiations, Inflation Complacency & Digital Banking 5/12/23
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May 12, 2023 |
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From the Desk of Kelly Evans: The Debt Ceiling is Just Act One 5/12/23
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May 12, 2023 |
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The Last Shoe To Drop, The Booming ‘Burbs, and The Fed’s Next Move (according to dead economists) 5/11/23
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May 11, 2023 |
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Google’s AI Do-Over, The Retailer to Buy into Earnings, and Disrupting Fertility Care 5/10/23
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May 10, 2023 |
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Debt Ceiling Dilemma, Travel Trends with Choice Hotels, Amazon’s New Cost-Cutting Measure 5/9/23
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May 09, 2023 |
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From The Desk of Kelly Evans: Where The Banking System Hits The Economy 5/8/23
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May 08, 2023 |
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Debt Ceiling: Political Rhetoric or Real Risk? Life Time CEO on Student Loan Debt Exposure, and Portillo’s CEO on What’s Next 5/8/23
|
May 08, 2023 |
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Don’t Bank on a Pause, The Streaming Wars, and San Francisco the New Detroit? 5/5/23
|
May 05, 2023 |
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Regional Bank Wreck, Royal Caribbean’s Read, and Apple Earnings On Deck 5/4/23
|
May 04, 2023 |
|
CNBC Special: The Fed Decision 5/3/23
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May 03, 2023 |
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The Future of Streaming, First Republic Fallout & Fed Preview 5/2/23
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May 02, 2023 |
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First Republic’s rescue, Charlie Munger’s warning, and Brad Gerstner’s harsh words 5/1/23
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May 01, 2023 |
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The Big Cap Tech Name with the Lowest Earnings Quality, FDIC’s Review of Signature Bank Collapse, and the Health Care Market Poised to Boom 4/28/23
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Apr 28, 2023 |
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Debt Limit Showdown, Telecom Trades & The CNBC Stock Draft 4/27/23
|
Apr 27, 2023 |
|
First Republic’s last chance, investing in a slowdown, and UK regulators block a major deal 4/26/23
|
Apr 26, 2023 |
|
A Red Day For Regionals, Big Tech on Deck & The Fed’s Next Move 4/25/23
|
Apr 25, 2023 |
|
Big Box Bankruptcy, Recessionary Red Flag, and LVMH’s Major Milestone 4/24/23
|
Apr 24, 2023 |
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A laissez-faire FedMain Street’s credit crunch, and XPrize’s new $11M challenge 4/21/23
|
Apr 21, 2023 |
|
Sound the Alarms, The Consumer Trade, and an Alaska Airlines CEO Exclusive 4/20/23
|
Apr 20, 2023 |
|
Regional Bank Reversal, Reading the Earnings Tea Leaves, and NVID(AI) 4/19/23
|
Apr 19, 2023 |
|
Sour Investor Sentiment, Bank Earnings Bonanza, and AI Regulation Nation 4/18/23
|
Apr 18, 2023 |
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Earnings Pain Ahead?, Bullish on the Builders, and AI’s labor impact 4/17/23
|
Apr 17, 2023 |
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Canary in the Regional Bank Coal Mine, A Contrarian Travel Call, and the Data Divergence 4/14/23
|
Apr 14, 2023 |
|
Rising Recession Risks?, Debt Dilemma, and Crypto Warning 4/13/23
|
Apr 13, 2023 |
|
Inflation Turning Point?, and Buy It Like Buffett
|
Apr 12, 2023 |
|
Faltering Fed?, The Bank Bifurcation, and Dividend Divide - 4/11/23
|
Apr 11, 2023 |
|
Hike or Halt?, Earnings Warning, and Beijing’s Bold Moves - 4/10/23
|
Apr 10, 2023 |
|
TEX Goes Tech: Digging into the Sustainability of the Nasdaq Rally, The Names to Buy Now, and Why Rates Could Now Stay Lower 4/6/23
|
Apr 06, 2023 |
|
The Tech Trade, Recession Risk on the Rise?, and Travel’s Price Problem 4/5/23
|
Apr 05, 2023 |
|
Fed Pause Ahead?, Overseas Opportunities, and Hold on to Your Staplers! 4/4/23
|
Apr 04, 2023 |
|
The Exchange: Recession Risk & Tech Trade Winners 4/3/23
|
Apr 03, 2023 |
|
The Fed’s Balancing Act, Wall of Worry, and Box Office Blues 3/31/23
|
Mar 31, 2023 |
|
Is the Coast Really Clear?, Options Market Tea Leaves, and End of the ‘Safety Trade’? 3/30/23
|
Mar 30, 2023 |
|
From the Desk of Kelly Evans: We are SO not out of the woods 3/30/23
|
Mar 30, 2023 |
|
Anatomy of a Bank Run, Bigger is Better?, and Stocks vs. Bonds 3/29/23
|
Mar 29, 2023 |
|
Bank Regulators on the Hot Seat, A Bank for Gen Z?, and Dethroning King Dollar 3/28/23
|
Mar 28, 2023 |
|
Banks Boost, Short Duration = Big Gains?, and SVB Collapse Hearing On Deck 3/27/23
|
Mar 27, 2023 |
|
Bank Risks & Ripples: What the Fed Needs to Do and the Impacts on Autos, Clean Energy & Crypto 3/24/23
|
Mar 24, 2023 |
|
Done Raising Rates?, Health of Housing, and TikTok on the Hot Seat 3/23/23
|
Mar 23, 2023 |
|
Walk Up to the Fed Decision: A Hike, A Pause or a Pivot? 3/22/23
|
Mar 22, 2023 |
|
Hike, Pause or Pivot? Time to Strip the Fed? And Russia’s New Lifeline? 3/21/23
|
Mar 21, 2023 |
|
From the Desk of Kelly Evans: Deflation--Not Hyperinflation--Is The Real Risk Here 3/20/23
|
Mar 20, 2023 |
|
The Fed’s Dilemma, Bitcoin’s Big Moment, and Red Flags Ignored? 3/20/23
|
Mar 20, 2023 |
|
Why Pivot Talk is “Rubbish,” Muni Bond Red Flags, and the Bearish Options Signals 3/17/23
|
Mar 17, 2023 |
|
The Fed’s Next Move, The Banks & Housing, And a Capital Infusion for First Republic? 3/16/23
|
Mar 16, 2023 |
|
The SVB Fallout Continues 3/15/23
|
Mar 15, 2023 |
|
The Problem with Pausing, Charles Schwab CEO, and Bet on Housing? 3/14/23
|
Mar 14, 2023 |
|
The SVB Fallout 03/13/23
|
Mar 13, 2023 |
|
The Fed & The Financials 3/10/23
|
Mar 10, 2023 |
|
Fed & the Financials, Biden’s Budget, and Labor Pains 3/9/23
|
Mar 09, 2023 |
|
Unnecessary Recession?, Rates & Real Estate, and “No Soft Landing” 3/8/23
|
Mar 08, 2023 |
|
“Stay the course until the job is done” 3/7/23
|
Mar 07, 2023 |
|
Fed vs. Markets, Buy or Bail?, Bull vs. Bear 3/6/23
|
Mar 06, 2023 |
|
Toss Out the Rules?, Risky Business, and the China Conundrum 3/3/23
|
Mar 03, 2023 |
|
From the Desk of Kelly Evans: Should you rotate out of index investing? 3/3/23
|
Mar 03, 2023 |
|
Data Delusion. Invest Overseas?, and “Burn the Boats” 3/2/23
|
Mar 02, 2023 |
|
The Exchange 3/1/23
|
Mar 01, 2023 |
|
From the Desk of Kelly Evans: Are rates now going to 6%? 2/28/23
|
Feb 28, 2023 |
|
Ready For Prime Time, International Warning Signs?, and $400 Billion on The Docket 2/28/23
|
Feb 28, 2023 |
|
From the Desk of Kelly Evans: The small business problem 2/28/23
|
Feb 28, 2023 |
|
The Read on Rates, and No Pause, No Problem? 2/27/23
|
Feb 27, 2023 |
|
Full Attack Mode?, Fed Fallout, and 3 Buys & A Bail: AI Edition! 2/24/23
|
Feb 24, 2023 |
|
No more Doves, The China Divide & The Nat Gas Collapse 2/23/23
|
Feb 23, 2023 |
|
Who’s backing Bullard?, “Money Illusion”, and Wings & Inflation 2/22/23
|
Feb 22, 2023 |
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From the Desk of Kelly Evans: The stimulus is still happening 2/22/23
|
Feb 22, 2023 |
|
State of the Consumer, Bet on the Bulls, and Rates, Retail & Risk-On 2/21/23
|
Feb 21, 2023 |
|
From the Desk of Kelly Evans: Do rates need to go much (much) higher? 2/21/23
|
Feb 21, 2023 |
|
From the Desk of Kelly Evans: The long, long wait for recession 2/17/23
|
Feb 17, 2023 |
|
From the Desk of Kelly Evans: What is the CPI report telling us? 2/17/23
|
Feb 17, 2023 |
|
From the Desk of Kelly Evans: Why haven't there been more blowups? 2/17/23
|
Feb 17, 2023 |
|
The Fed’s Next Move, Buy The Dip?, and “Shop or Drop” 2/17/23
|
Feb 17, 2023 |
|
From the Desk of Kelly Evans: The State of the Union 2/16/23
|
Feb 17, 2023 |
|
Taking A Breather, “Volmageddon 2.0,” and 3 Rates & The Consumer 2/16/23
|
Feb 16, 2023 |
|
Retail Detail, Travel Trade, and Earnings Exchange 2/15/23
|
Feb 15, 2023 |
|
The “Unresolved Tensions” Trade, Inflation Situation, and Earnings Exchange 2/14/23
|
Feb 14, 2023 |
|
Bracing for CPI, High Altitude, High Stakes?, and Health of Housing 2/13/23
|
Feb 13, 2023 |
|
Betting On The Consumer, Renting, Buying & Building, and 3 Buys & A Bail 2/10/23
|
Feb 10, 2023 |
|
The Data Disconnect, “The Proxy Fight is Over,” and “MIFTs” 2/9/23
|
Feb 09, 2023 |
|
“Time To Play Offense”, What’s The Plan?, and “A+” for AI 2/8/23
|
Feb 08, 2023 |
|
From the Desk of Kelly Evans: How can margins NOT collapse? 2/8/23
|
Feb 08, 2023 |
|
Disinflation Situation, and Microsoft’s A.I. Ambitions 2/7/23
|
Feb 07, 2023 |
|
Fed Up!, Rising Tensions, and Earnings Exchange 2/6/23
|
Feb 06, 2023 |
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Is “Good News” Now Good News?, Apple’s Rough Report, and Media Momentum 2/3/23
|
Feb 03, 2023 |
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From the Desk of Kelly Evans: "It always looks like a soft landing at first" 2/2/23
|
Feb 03, 2023 |
|
Risk-On Back On?, Buy or Bail, and Tech-Tonic Shifts 2/2/23
|
Feb 02, 2023 |
|
The Market Disconnect, Debt Dilemma, and Housing Headwinds 2/1/23
|
Feb 01, 2023 |
|
Countdown To The Fed, Health of the Consumer, and Dis-AD-Vantaged? 1/31/23
|
Jan 31, 2023 |
|
From the Desk of Kelly Evans: Hikes? How about rate CUTS 1/30/23
|
Jan 31, 2023 |
|
The Biggest Labor Problem Facing the Fed, The Busiest Week of Earnings, and The Return of the Tesla Short 1/30/23
|
Jan 30, 2023 |
|
Growing or Slowing?, Chips In The Wrong Basket?, and 3 Buys & A Bail: Buyback Edition 1/27/23
|
Jan 27, 2023 |
|
From the Desk of Kelly Evans: Mission accomplished? 1/27/23
|
Jan 27, 2023 |
|
Buyback Outrage, Don’t be Fooled!, and Don’t Bet On Bargains 1/26/23
|
Jan 26, 2023 |
|
From the Desk of Kelly Evans: Don't let them fool you 1/26/23
|
Jan 26, 2023 |
|
Microsoft Landing?, International Flavor, and Tesla’s Rough Ride 1/25/23
|
Jan 25, 2023 |
|
From the Desk of Kelly Evans: This is really bad timing for a debt ceiling fight 1/25/23
|
Jan 25, 2023 |
|
Sell till Summer?, Cloud Concerns, and “Egg-cellent” Picks 1/24/23
|
Jan 24, 2023 |
|
A Fed Pause? ‘More Concerned than Ever About China,’ and The Great Tech Reckoning 1/23/23
|
Jan 23, 2023 |
|
From the Desk of Kelly Evans: "Leading" us right over a cliff 1/23/23
|
Jan 23, 2023 |
|
Follow the Fed Speak, Big Tech Jobs Cuts, and Savings Down, Debt Up 1/20/23
|
Jan 20, 2023 |
|
Emerging Opportunities, the Fed’s Pedal to the Metal, and Three-peat for Oil? 1/19/23
|
Jan 19, 2023 |
|
Dollar Doldrums, The Next Big Vaccine Race, and Debt Ceiling Showdown 1/18/23
|
Jan 18, 2023 |
|
Worst Miss In A Decade, Growing Pains, and Wings, Wheels & Deals 1/17/23
|
Jan 17, 2023 |
|
Growing or Slowing?, Risk Trade Returns, and 3 Buys & A Bail 1/13/23
|
Jan 13, 2023 |
|
From the Desk of Kelly Evans: The Fed pause is nearly at hand 1/12/23
|
Jan 12, 2023 |
|
Fed vs. Markets, “Lost Its Way”, and the Bank Barometer 1/12/23
|
Jan 12, 2023 |
|
From the Desk of Kelly Evans: Here comes the headfake 1/12/23
|
Jan 12, 2023 |
|
FTX Fallout, Bailing on a Bailout, and an “Extraordinary” Outage 1/11/23
|
Jan 11, 2023 |
|
From the Desk of Kelly Evans: Do they see what we see? 1/10/23
|
Jan 10, 2023 |
|
Data Disconnect, Pockets of Opportunity, and Taking (A.I.)M 1/10/23
|
Jan 10, 2023 |
|
Fed Faux Pas?, Policy Problems, and Far To Fall? 1/9/23
|
Jan 09, 2023 |
|
Job Market Relief, Biogen’s Big Bet, and Stop Trying to Beat the Market! 1/6/23
|
Jan 06, 2023 |
|
From the Desk of Kelly Evans: The end of FA(A)NG 1/4/23
|
Jan 04, 2023 |
|
Fed Minutes on Deck, DC Dysfunction, and a Stock Picker’s Dream? 1/4/23
|
Jan 04, 2023 |
|
From the Desk of Kelly Evans: What if the Fed jacked rates up? 1/3/23
|
Jan 03, 2023 |
|
Bulls or Bears?, The Case for Commodities, and A Rough Ride 1/3/23
|
Jan 03, 2023 |
|
From the Desk of Kelly Evans: If Anyone Utters the Following Phrases… 12/30/33
|
Dec 30, 2022 |
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Bringing the Bulls Back, Energy’s Huge Year, and the Ad Spending Slowdown 12/30/22
|
Dec 30, 2022 |
|
Ride the Rally?, Reopening Wreckage, and the Debut Doldrums 12/29/22
|
Dec 29, 2022 |
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From the Desk of Kelly Evans: The $12 trillion that vanished 12/28/22
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Dec 28, 2022 |
|
Travel Trauma, “Ridiculously Overvalued”, and a Power Shift 12/28/22
|
Dec 28, 2022 |
|
From the Desk of Kelly Evans: The actual biggest story of the year 12/28/22
|
Dec 28, 2022 |
|
Peak Inflation?, Easing in China, and 6 Reasons to Buy Apple 12/27/22
|
Dec 27, 2022 |
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From the Desk of Kelly Evans: How much would you pay for Sunday Ticket? 12/27/22
|
Dec 27, 2022 |
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From the Desk of Kelly Evans: Uh oh...tokens ARE securities 12/27/22
|
Dec 27, 2022 |
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From the Desk of Kelly Evans: The Do's and Don'ts of Regulating Crypto 12/23/22
|
Dec 24, 2022 |
|
Macro Confusion, Bet On Tech?, Tesla’s Tough Ride 12/23/22
|
Dec 23, 2022 |
|
Market Selloff, FTX Fallout, and Storms & Stocks 12/22/22
|
Dec 22, 2022 |
|
Fed vs. The Market, State of Housing, and Reworking Retirement? 12/21/22
|
Dec 21, 2022 |
|
Jolt from Japan, Count on the Consumer?, and Shipping & Shoes 12/20/22
|
Dec 20, 2022 |
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From the Desk of Kelly Evans: Do you wait for the labor market to soften...or not? 12/19/22
|
Dec 19, 2022 |
|
Tech Turnaround?, Wining Ticket?, and “Chart of the Year” 12/19/22
|
Dec 19, 2022 |
|
From the Desk of Kelly Evans: The "white collar" recession 12/16/22
|
Dec 16, 2022 |
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What the Fed Needs to Do, The Witches Come to Town, and a Discounter's Affluent Bet 12/16/22
|
Dec 16, 2022 |
|
From the Desk of Kelly Evans: There Is An Alternative 12/15/22
|
Dec 15, 2022 |
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Market Sell-Off, Airlines Ready for Takeoff?, and Office Space 12/15/22
|
Dec 15, 2022 |
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Countdown to the Fed 12/14/22
|
Dec 14, 2022 |
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What’s next for the Fed? 12/13/22
|
Dec 13, 2022 |
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Not coming to the rescue?, “welcome home!”, and crypto’s big day 12/12/22
|
Dec 12, 2022 |
|
Soft Landing?, Game On!, and Wine Time? 12/9/22
|
Dec 09, 2022 |
|
Pump Prices Plummet, Tesla Breaks Down, and Hot Dogs, Sofas & Yoga Pants 12/7/22
|
Dec 08, 2022 |
|
Faith in the Fed?, Retail Resurgence and Bull vs. Bear 12/7/22
|
Dec 07, 2022 |
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Investing for 2023, the Housing Slowdown, and a Crucial Race 12/6/22
|
Dec 06, 2022 |
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Soft Landing?, Energy Shift, and a “Perfect” Chart 12/5/22
|
Dec 05, 2022 |
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Labor Pains, Farming Gains, and Oil’s Pivotal Week 12/2/22
|
Dec 02, 2022 |
|
Waiting For Jobs, “Always Bet on Growth”, and Expensive Sneakers & Handbags 12/1/22
|
Dec 01, 2022 |
|
Countdown to Powell 11/30/22
|
Nov 30, 2022 |
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More volatility ahead?, Waiting for Powell, and Striking Opportunity? 11/29/22
|
Nov 29, 2022 |
|
China “Zero-Covid” Protests, Old Tech for Protection, and the Energy Names Poised to Break Out 11/28/22
|
Nov 28, 2022 |
|
Time to play offense?, Betting on the Consumer, and Iger’s End Game 11/23/22
|
Nov 23, 2022 |
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Tech’s Big Tumble, Diesel Disaster?, and Bull vs. Bear 11/22/22
|
Nov 22, 2022 |
|
Frontier’s Big Demand Bet, Mixed OPEC+ Messages and the One Rule that Could Save the Crypto Industry? 11/21/22
|
Nov 21, 2022 |
|
The Exchange 11/18/22
|
Nov 18, 2022 |
|
The Future of Freight, How Bad is Housing, and Smoked by Inflation? 11/17/22
|
Nov 17, 2022 |
|
Carson Block’s Big Short, Crypto Tax Bill Opportunities, and a Sunny Outlook on Solar 11/16/22
|
Nov 16, 2022 |
|
Inflation Overreaction, Press Play on Netflix, and Here Come the Retailers 11/15/22
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Nov 15, 2022 |
|
Bears vs. Bulls, Retail Rivals, and a High Stakes Meeting 11/14/22
|
Nov 14, 2022 |
|
Bulls vs. Bears, Crypto’s Enron Moment?, and The China Conundrum 11/11/22
|
Nov 11, 2022 |
|
Market Rally, FTX Fallout, and Rates & Main Street 11/10/22
|
Nov 10, 2022 |
|
Midterms & The Markets, FTX Fallout, and VW’s EV Push 11/9/22
|
Nov 09, 2022 |
|
Business on the Ballot, Buy the Next Dip?, and Crypto Bailout 11/8/22
|
Nov 08, 2022 |
|
Tech Troubles, Winter is Coming, and Ships, Trips & Tips 11/7/22
|
Nov 07, 2022 |
|
Macro, Markets & Main Street; View from The Port; and 3 Buys And A Bail 11/4/22
|
Nov 04, 2022 |
|
‘Slower, not lower’; Labor Pains; and Cropped Gains 11/3/22
|
Nov 03, 2022 |
|
Countdown to the Fed 11/2/22
|
Nov 02, 2022 |
|
The Fed’s impact on the consumer, Why Midterms Matter, and Chips & Trips 11/1/22
|
Nov 01, 2022 |
|
Pivot, Pause or Press On?, Diesel Disaster, and Drugs, Drivers & Semis 10/31/22
|
Oct 31, 2022 |
|
Best month since ’76, Off the Rails, and 3 Buys And A Bail: Healthcare Edition 10/28/22
|
Oct 28, 2022 |
|
Opportunity in the Metaverse, The Wing’s The ‘Thing’, and Mega Caps on deck 10/27/22
|
Oct 27, 2022 |
|
Rates or Reports?, the Future of Fracking, and Facebook, Ford & Farming 10/26/22
|
Oct 26, 2022 |
|
Crumbling Confidence, Mega-Cap Earnings and What’s Next for Ukraine 10/25/22
|
Oct 25, 2022 |
|
Xi’s grip on China, Earnings Exchange and Failing Grades 10/24/22
|
Oct 24, 2022 |
|
Starting to slow?, Oh, Snap!, and Oil, Cars & the Consumer 10/21/22
|
Oct 21, 2022 |
|
Bonds Back to 2008, Disas-Truss, and Trains, Phones & Filters 10/20/22
|
Oct 20, 2022 |
|
Bond Yields Bounce, The Plan for Energy Prices, The River Runs Dry 10/19/2
|
Oct 19, 2022 |
|
Trust the rally?, Bill Gates live, and “Gas & Groceries” 10/18/22
|
Oct 18, 2022 |
|
All about the Banks, Peak Yields?, and “Textbook Bottom” Buys 10/17/22
|
Oct 17, 2022 |
|
Playing the Volatility, UK U-Turn, and Consumer Concerns 10/14/22
|
Oct 14, 2022 |
|
Wild day for stocks, another year of hikes?, and Best of the Banks 10/13/22
|
Oct 13, 2022 |
|
Inflation Anxiety, Time to Buy Tech?, and Yearning for Earnings 10/12/22
|
Oct 12, 2022 |
|
From Main St. to Wall St., Crude Reality, and the CPI-YAY Trade 10/11/22
|
Oct 11, 2022 |
|
The Risk-Off Trade, Stick with Tech?, and M&A Mania 10/10/22
|
Oct 10, 2022 |
|
Labor Pains, Health of the Consumer, and ‘Stagflation’ Situation 10/7/22
|
Oct 07, 2022 |
|
Finding Opportunity, Back to Work?, and Rising Rates & Real Estate 10/6/22
|
Oct 06, 2022 |
|
Bears are back, Musk’s Master Plan, and Spirits, Slim Jims & Spices 10/5/22
|
Oct 05, 2022 |
|
Twitter Deal Back On? 10/4/22
|
Oct 04, 2022 |
|
‘Fall’ speed ahead?, Crude Reality and State of the Economy 10/3/22
|
Oct 03, 2022 |
|
‘So long, September!’, Sandberg Says Goodbye, and Putting Up with the Pain 9/30/22
|
Sep 30, 2022 |
|
“The Inflation Wildfire” 9/29/22
|
Sep 29, 2022 |
|
Britain’s Bond Buying, Pipeline Problems, and Tracking Hurricane Ian 9/28/22
|
Sep 28, 2022 |
|
Buy the dips?, State of Debt (Pt. 2), and Payroll, Poultry & Parking 9/27/22
|
Sep 27, 2022 |
|
State of Stocks, State of Energy & State of Debt 9/26/22
|
Sep 26, 2022 |
|
Markets In Turmoil 9/23/22
|
Sep 23, 2022 |
|
Fed Fallout, Tech Wreck, and all eyes on FedEx 9/22/22
|
Sep 22, 2022 |
|
Decision Day 9/21/22
|
Sep 21, 2022 |
|
Raise and hold?, the “real” economy, and Beyond Belief 9/20/22
|
Sep 20, 2022 |
|
Minerd on the markets, The Rate Debate, and Looking for Opportunity 9/19/22
|
Sep 19, 2022 |
|
Freight Pain, and a Volatility Survival Guide 9/16/22
|
Sep 16, 2022 |
|
Strike averted, ‘Fed’ up with inflation, and the end of ‘a la carte’? 9/15/22
|
Sep 15, 2022 |
|
Seek safety?, a market bright spot, and big banks’ balancing act 9/14/22
|
Sep 14, 2022 |
|
Stocks sell off as inflation remains hot 9/13/22
|
Sep 13, 2022 |
|
Why not both?, Uber CEO on the record, and Inflation “Claus” & Effect 9/12/22
|
Sep 12, 2022 |
|
Hard Landing?, California Crisis, and Ready for Recovery 9/9/22
|
Sep 09, 2022 |
|
The Exchange 9/8/22
|
Sep 08, 2022 |
|
Apple’s Big Event, ‘Boring is Beautiful’, and State of the Consumer 9/7/22
|
Sep 07, 2022 |
|
The next Financial Crisis?, The Big Event, and Over$tocked 9/6/22
|
Sep 06, 2022 |
|
The Exchange 9/2/22
|
Sep 02, 2022 |
|
Wall of Worry, Labor Pains, and Semis, Software & Yoga Pants 9/1/22
|
Sep 01, 2022 |
|
Too Far Too Fast, Bullish on Defense, and Data, Deals and Diamonds 8/31/22
|
Aug 31, 2022 |
|
Greed vs. Fear, The Energy Whipsaw, and 3 “C’s” 8/30/22
|
Aug 30, 2022 |
|
Value Investor Goes Tech, Reading the Options Tea Leaves, the Three B’s on Deck 8/29/22
|
Aug 29, 2022 |
|
Market Sell-off, Stick with Tech?, and 3 Buys & A Bail: Jackson Hole Edition 8/26/22
|
Aug 26, 2022 |
|
Doves vs. Hawks, Post-Pandemic Pivots, and a Trip to the Mall in Earnings Exchange 8/25/22
|
Aug 25, 2022 |
|
Markets’ Critical Mission, State of Housing, and Peloton’s ‘Prime’ Move 8/24/22
|
Aug 24, 2022 |
|
Finding Opportunities, Housing Cracks and Building & Buying 8/23/22
|
Aug 23, 2022 |
|
Dueling Directions, Cashing In on Crypto, and Cloud, Clothes & Calls 8/22/22
|
Aug 22, 2022 |
|
The Inflation Guessing Game, Streaming is Beaming, and 3 Buys & A Bail 8/19/22
|
Aug 19, 2022 |
|
Out of ‘options’?, Ad Ambitions, and Semis, Seeds & Shoes 8/18/22
|
Aug 18, 2022 |
|
Is the run done? 8/17/22
|
Aug 17, 2022 |
|
Apocalypse (Not) Now?, China's Challenges, and Housing Cracks 8/16/22
|
Aug 16, 2022 |
|
The 2 sides of a rally, Economic Slowdown?, and the Read on Retail 8/15/22
|
Aug 15, 2022 |
|
Tech Takes Off, Playing the Rally, and Crisis in Europe 8/12/22
|
Aug 12, 2022 |
|
Time for a Fed pivot?, Risky Business?, and Cars, Clothes & The Cloud 8/ 11/22
|
Aug 11, 2022 |
|
CPI-YAY?, Mice, Bees & Geese, and Carter Called It! 8/10/22
|
Aug 10, 2022 |
|
Meme Mania returns, the Chips are down, and Crypto, Characters & Casinos 8/9/22
|
Aug 09, 2022 |
|
Nvidia’s warning, let the job market rip?, and the inflation situation 8/8/22
|
Aug 08, 2022 |
|
Big hike ahead?, The Experience Economy, and Mortgage Lender Shakeout? 8/5/22
|
Aug 05, 2022 |
|
A Tale of Two Consumers, Tech Jobs Toppled, and Apple’s Ad Ambitions 8/4/22
|
Aug 04, 2022 |
|
Bet on Tech?, China’s Cyber Threat, and Charging & Snacking 8/3/22
|
Aug 03, 2022 |
|
“Still a long way to go” 8/2/22
|
Aug 02, 2022 |
|
Regionals Rally, Uber on Deck, More Signs of a Cooling Housing Market 8/1/22
|
Aug 01, 2022 |
|
How the Fed Can Stick the Landing, Tech-tonic Shifts, and Time to Buy the Farm? 7/29/22
|
Jul 29, 2022 |
|
Biden on Inflation Reduction Act, Royal Caribbean CEO on Beat, Yellen on US Economy 7/28/22
|
Jul 28, 2022 |
|
Fed Rate Hike on Deck, Housing Slowdown Hits Homebuilders, and Ads, Autos & Appliances 7/27/22
|
Jul 27, 2022 |
|
Retail Ripples, a Big Tech Bet, and Labor Pains 7/26/22
|
Jul 26, 2022 |
|
Make or break week?, the Dividend Trade, and Supply Chain Pain 7/25/22
|
Jul 25, 2022 |
|
Disadvantaged?, The Fed’s Fight, and 3 Buys & A Bail 7/22/22
|
Jul 22, 2022 |
|
Europe in crisis, airlines under pressure, and Earnings Exchange 7/21/22
|
Jul 21, 2022 |
|
Bet on Tech?, Energy Fallout, and Breaking, Boarding & Building 7/20/22
|
Jul 20, 2022 |
|
Bet on the bulls?, an investor divergence, and films, freight & food 7/19/22
|
Jul 19, 2022 |
|
Relief Rally?, Disney debate, and data, drugs & drilling 7/18/22
|
Jul 18, 2022 |
|
The Exchange 7/15/22
|
Jul 15, 2022 |
|
100-point hike?, “peak inflation” and ad-ed value? 7/14/22
|
Jul 14, 2022 |
|
The biggest takeaway from this CPI report 7/13/22
|
Jul 13, 2022 |
|
Inflation jumps, “uber credibility”, and Banks, Chips & Beef Jerky 7/13/22
|
Jul 13, 2022 |
|
Major market moves, “Primed” & ready, and a SPAC giveback 7/12/22
|
Jul 12, 2022 |
|
“The slowdown that we need” 7/11/22
|
Jul 11, 2022 |
|
372K jobs, Twitter Turmoil, and Mortgage Mania 7/8/22
|
Jul 08, 2022 |
|
Areas of opportunity, a crucial jobs report, and a commodity comeback? 7/7/22
|
Jul 07, 2022 |
|
“The Weirdest Economy That I’ve Ever Seen”, The Crypto Contagion, and a Contrarian Housing Call 7/6/22
|
Jul 06, 2022 |
|
Inflation vs. Recession, and Strong Dollar Trades 7/5/22
|
Jul 05, 2022 |
|
Data Dilemma, State of the Unions, and Three Buys & A Bail 7/1/22
|
Jul 01, 2022 |
|
From the Desk of Kelly Evans: Jobs, not GDP, are the key 6/30/22
|
Jun 30, 2022 |
|
Time for a turnaround?, Crypto Carnage, and I-P-OMG 6/30/22
|
Jun 30, 2022 |
|
Second half playbook, the Great Crypto Unwind, and time to play offense? 6/29/22
|
Jun 29, 2022 |
|
Recession obsession, Retail Wreck, and Chex & Paychex 6/28/22
|
Jun 28, 2022 |
|
From the Desk of Kelly Evans: Things are looking up 6/28/22
|
Jun 28, 2022 |
|
Second-Half Strategy, bitcoin bottom?, and 3 Buys & A Bail 6/27/22
|
Jun 27, 2022 |
|
Recession or Reset?, The Corporate Response to Roe v. Wade, and The Week that was in Housing. 6/24/22
|
Jun 24, 2022 |
|
Time to buy Apple?, D.C. Energy Summit, and cars, cruises & cardboard boxes 6/23/22
|
Jun 23, 2022 |
|
Hawk talk, gas tax holiday, and construction, consulting & consuming 6/22/22
|
Jun 22, 2022 |
|
Stocks rally, a turning point for housing?, and currency & The Cloud 6/21/22
|
Jun 21, 2022 |
|
Not a Textbook Recession, The EV Outlook, and Trading the Travel Sector 6/17/22
|
Jun 17, 2022 |
|
Title: Rate Hikes Heard ‘Round the World, Commodity Breakdown, and Trading the Tech Wreck 6/16/22
|
Jun 16, 2022 |
|
Countdown to Fed decision 06/15/22
|
Jun 15, 2022 |
|
Decision Dilemma, Bottom Fishing, and Oil to $175? 6/14/22
|
Jun 14, 2022 |
|
The selloff continues 6/13/22
|
Jun 13, 2022 |
|
Red-hot inflation reading sinks stocks 6/10/22
|
Jun 10, 2022 |
|
Bouncing at the bottom?, lumber overload, and signatures, subscriptions & skiing 6/9/22
|
Jun 09, 2022 |
|
Nasdaq comeback, the Chairman’s changes, and bargains, batteries & bling 6/8/22
|
Jun 08, 2022 |
|
Retail wreck, crypto & congress, and broth, booze & bargains 6/7/22
|
Jun 07, 2022 |
|
All about Apple, the recession obsession, and how high can it go? 6/6/22
|
Jun 06, 2022 |
|
390K jobs, the Fed’s next move, and “Goldilocks” stocks 06/03/022
|
Jun 03, 2022 |
|
The #1 Priority, an oversold bounce?, and software, soft pants & soft couches 6/2/22
|
Jun 02, 2022 |
|
From the Desk of Kelly Evans: Let the great QT begin 6/1/22
|
Jun 01, 2022 |
|
The Fed’s shrinking balance sheet, a mortgage meltdown, and dogs, devices & data 6/1/22
|
Jun 01, 2022 |
|
Biden Meets with Powell, from “TINA” to “TARA,” and is the Consumer Confident? 5/31/22
|
May 31, 2022 |
|
From the Desk of Kelly Evans: Inflation gets political 5/31/22
|
May 31, 2022 |
|
“Value Man”’s Mid-Term Picks, The Stealthy EM Rally, and the Mall Name to Own 5/27/22
|
May 27, 2022 |
|
Dow on a winning streak, rockin’ retail, and a housing slowdown 5/26/22
|
May 26, 2022 |
|
Housing slump, retail rebound, and soaring energy prices 5/25/22
|
May 25, 2022 |
|
Recession obsession, social distortion, and Earnings Exchange 5/24/22
|
May 24, 2022 |
|
Recession fears overblown?, rising tensions, and cars, calls & computers 5/23/22
|
May 23, 2022 |
|
100 bps or bust?, Tech bargain bets, and 3 Buys & A Bail 5/20/22
|
May 20, 2022 |
|
Wild swings, the retail rut, and chips, clothes & crops 5/19/22
|
May 19, 2022 |
|
Stocks Sell Off, Margins Collapse, and a Super Bubble? 5/18/22
|
May 18, 2022 |
|
Warning signs, metals melting, and a chip contender 5/17/22
|
May 17, 2022 |
|
Beaten down, bouncing back?, Crypto Crush, and Retail Results 5/16/22
|
May 16, 2022 |
|
Stocks rally, a Twitter saga twist, and the “4 D’s” 5/13/22
|
May 13, 2022 |
|
From the Desk of Kelly Evans: Crypto has its 2008 moment 5/13/22
|
May 13, 2022 |
|
Crypto gets crushed, buy now & pay for it later?, and Bill Miller live 5/12/22
|
May 12, 2022 |
|
Peak Inflation?, Not-so-Stablecoins, and Mortgage Mayhem. 5/11/22
|
May 11, 2022 |
|
What to buy now, Peloton’s problems, and Earnings Exchange 5/10/22
|
May 10, 2022 |
|
From the Desk of Kelly Evans: Soaring rates and the next inflation problem 5/9/22
|
May 09, 2022 |
|
Stocks extend losses, banking on Financials, and Earnings Exchange 5/9/22
|
May 09, 2022 |
|
Markets in turmoil, checking the charts, and more jobs, more wages? 5/6/22
|
May 06, 2022 |
|
From the Desk of Kelly Evans: What are we even rooting for anymore? 5/6/22
|
May 06, 2022 |
|
Tracking the market selloff 5/5/22
|
May 05, 2022 |
|
From the Desk of Kelly Evans: Everyone's confused about inflation (#teamfullpointhike) 5/5/22
|
May 05, 2022 |
|
Countdown to the Fed, go for Growth?, and ‘where in the world’ 5/4/22
|
May 04, 2022 |
|
Fed, up!, Risky business?, and chips, cars & coffee 5/3/22
|
May 03, 2022 |
|
Opportunity in volatility, buying the tech wreck, and countdown to the Fed 5/2/22
|
May 02, 2022 |
|
50 points for sure?, Cathie Wood live, and 3 Buys & A Bail 4/29/22
|
Apr 29, 2022 |
|
A bold recession call, and big tech on deck 4/28/22
|
Apr 28, 2022 |
|
No alternative?, chip wreck, and Earnings Exchange 4/27/22
|
Apr 27, 2022 |
|
Another ugly day, how many hikes?, and Earnings Exchange 4/26/22
|
Apr 26, 2022 |
|
Driving the action, Fast Fed, and the busiest week of earnings season 4/25/22
|
Apr 25, 2022 |
|
Fed fallout, gaining altitude, and big tech on deck 4/22/22
|
Apr 22, 2022 |
|
Rate hike hint?, a streaming sea change, and camera, consumers & crude 4/21/22
|
Apr 21, 2022 |
|
What’s next for Netflix?, oil spillover and cars, planes & metal 4/20/22
|
Apr 20, 2022 |
|
From the Desk of Kelly Evans: What's going on with commodities? 5/19/22
|
Apr 19, 2022 |
|
Fed up with inflation, unmasked, and the defense trade 4/19/22
|
Apr 19, 2022 |
|
Go for growth?, rising rates and off the grid 4/18/22
|
Apr 18, 2022 |
|
Recession protection, making money in mortgages and 3 Bails & A Buy 4/13/22
|
Apr 13, 2022 |
|
Inflation peaking?, the box office battle, and Banking, Bedding & Boarding 04/12/22
|
Apr 12, 2022 |
|
Not so fast?, Musk’s next move, and a new hot spot? 4/11/22
|
Apr 11, 2022 |
|
Too far, too fast?, rates & real estate, and 3 Buys & A Bail 4/7/22
|
Apr 08, 2022 |
|
The Fed’s toolbox, “nailed” it, and Apple swings for the fences 4/7/22
|
Apr 07, 2022 |
|
From the Desk of Kelly Evans: The bond rout deepens 4/7/22
|
Apr 07, 2022 |
|
An Ugly Market Session, What the Fed said, and Trading Teen Trends 4/6/22
|
Apr 06, 2022 |
|
“Much too high”, board already?, and 3 Buys & A Bail 04/05/22
|
Apr 05, 2022 |
|
From the Desk of Kelly Evans: The market's "mushy middle"
|
Apr 05, 2022 |
|
Twitter’s biggest shareholder, “playing with fire” and Financials & The Fed 4/4/22
|
Apr 04, 2022 |
|
431,000 jobs, “absurd” recession fears?, and 3 Buys & A Bail 4/1/22
|
Apr 01, 2022 |
|
From the Desk of Kelly Evans: How we did NOT get here 4/01/22
|
Apr 01, 2022 |
|
From the Desk of Kelly Evans: The Street is getting more anxious about the Fed 3/31/22
|
Mar 31, 2022 |
|
Biden’s energy plan, and a recession indicator? 3/31/22
|
Mar 31, 2022 |
|
Trouble with the curve, a bitcoin whale, and Apple on a roll 3/30/22
|
Mar 30, 2022 |
|
The Fed’s next move, a market winning streak & supply shock benefactors 3/29/22
|
Mar 29, 2022 |
|
Bond bust, new wealth tax, and state of the unions 3/28/22
|
Mar 28, 2022 |
|
From the Desk of Kelly Evans: It's getting ugly out there for bonds 3/28/22
|
Mar 28, 2022 |
|
From the Desk of Kelly Evans: What if the Fed hiked by a FULL point? 3/27/22
|
Mar 27, 2022 |
|
From the Desk of Kelly Evans: Powell’s Volcker pivot 3/25/22
|
Mar 25, 2022 |
|
The Exchange- 03/25/22
|
Mar 25, 2022 |
|
The End of Globalization, Can Putin be Stopped?, and Oil’s Next Price Move 3/24/22
|
Mar 24, 2022 |
|
Reversing the trend?, The Dimon Plan, and charged up 3/23/22
|
Mar 23, 2022 |
|
Hawks take flight, split on staples, and right names, wrong time? 3/22/22
|
Mar 22, 2022 |
|
Real rally or a brief bounce?, Buffett’s back, and division at Disney 3/21/22
|
Mar 21, 2022 |
|
Conversations with Kelly Evans: Is Inflation Really Here to Stay? 3/21/22
|
Mar 21, 2022 |
|
“Inflation is raging” 3/18/22
|
Mar 18, 2022 |
|
Pulling back the curtain, pain at the pump, and a bond market signal 3/17/22
|
Mar 17, 2022 |
|
From the Desk of Kelly Evans: The yield curve is actually steepening 3/17/22
|
Mar 17, 2022 |
|
Countdown to Fed decision 3/16/22
|
Mar 16, 2022 |
|
Shaking off inflation, rate hike debate, and oil’s not well?
|
Mar 15, 2022 |
|
Rates Rise, Oil Slides, and The China Connection
|
Mar 14, 2022 |
|
Is the economy ready?, energy anxiety, and crackdown on China
|
Mar 11, 2022 |
|
From the Desk of Kelly Evans: It's not the supply chain, it's the labor market
|
Mar 10, 2022 |
|
Inflation nation, consumer crunch, and EVs’ opportunity
|
Mar 10, 2022 |
|
Reason for the rally, crypto conundrum, and desperate times?
|
Mar 09, 2022 |
|
A ban on Russian oil, the rate hike debate, and a cheaper iPhone
|
Mar 08, 2022 |
|
Making sense of markets as crude climbs
|
Mar 07, 2022 |
|
From the Desk of Kelly Evans: Nobody's happy with $130 oil
|
Mar 07, 2022 |
|
Conversations with Kelly Evans: Hiking the Hike Forecasts, Dealing with Inflation, and the Stimulus Divide
|
Mar 07, 2022 |
|
Russia fears sink stocks, the cost of “freedom” and the Fed’s next move
|
Mar 04, 2022 |
|
From the Desk of Kelly Evans: All the wrong stuff is happening
|
Mar 04, 2022 |
|
Staying on track?, and charging up
|
Mar 03, 2022 |
|
Full speed ahead?, crude’s climb and business backs away
|
Mar 02, 2022 |
|
Markets sell off amid Ukraine fears
|
Mar 01, 2022 |
|
From the Desk of Kelly Evans: Inflation and the State of the Union
|
Mar 01, 2022 |
|
Conversations with Kelly Evans: How Do We Get Out of the Inflation Mess?
|
Mar 01, 2022 |
|
Stocks slip, SWIFT action, and energy anxiety
|
Feb 28, 2022 |
|
Navigating volatility, supply shock ahead?, and the rate hike debate
|
Feb 25, 2022 |
|
Market bottom?, Russia-Ukraine crisis and commerce, Covid & concerts
|
Feb 23, 2022 |
|
Stocks sink amid escalation in Ukraine
|
Feb 22, 2022 |
|
From the Desk of Kelly Evans: War versus wage gains
|
Feb 22, 2022 |
|
Nervous markets, housing to halt?, and 3 Buys & A Bail
|
Feb 18, 2022 |
|
Even more hawkish?, Russia rattles markets, and streaming, selling & sports betting
|
Feb 17, 2022 |
|
How many hikes?, troops & tensions, and semis, shopping & snacking
|
Feb 16, 2022 |
|
From the Desk of Kelly Evans: Throw out the old framework
|
Feb 16, 2022 |
|
Prices or Putin?, $200 oil?, and rentals, retail & Roblox
|
Feb 15, 2022 |
|
From the Desk of Kelly Evans: Between a rock and a hard place
|
Feb 14, 2022 |
|
“Credibility on the line”?, supply chain check, and wheels, meals & getaway deals
|
Feb 14, 2022 |
|
From the Desk of Kelly Evans: The economy is too strong
|
Feb 13, 2022 |
|
From the Desk of Kelly Evans: Don’t fear the yield curve
|
Feb 12, 2022 |
|
Tech-tonic shifts?, a hot housing stock, and ‘3 Buys & A Bail’
|
Feb 11, 2022 |
|
Conversations with Kelly Evans: How to Break the Internet
|
Feb 11, 2022 |
|
Inflation Nation, crazy car prices, and trips, payments & homes
|
Feb 10, 2022 |
|
(Bill) Miller time, an under-the-radar reopening play, and riding, streaming & tweeting
|
Feb 09, 2022 |
|
Inflation Nation, Pfizer falls, and wraps, rebounds & ride hailing
|
Feb 08, 2022 |
|
Fresh Fed challenges, a merger in the skies, and vaccines, video games & ‘in vogue’
|
Feb 07, 2022 |
|
Full speed ahead?, $100 oil, and Buy or Bail
|
Feb 04, 2022 |
|
Conversations with Kelly Evans: From the Gridiron to the Trading Pits
|
Feb 04, 2022 |
|
Facebook flops, employment issues, and e-commerce, EVs & selfies
|
Feb 03, 2022 |
|
A spending shift, energy’s record run, and microchips, music, and the Metaverse
|
Feb 02, 2022 |
|
The Fed’s inflation fight, payment problems, and cloud, cars, & chips
|
Feb 01, 2022 |
|
From the Desk of Kelly Evans: This time is actually different
|
Feb 01, 2022 |
|
Conversations with Kelly Evans: “Creative as a Subscription,” or Disrupting the Traditional Ad Model
|
Feb 01, 2022 |
|
A cold January, ‘churn, baby churn!’ and semis, shipping & surging oil
|
Jan 31, 2022 |
|
Tech takeaways, bet on Biotech?, and 3 buys and a bail
|
Jan 28, 2022 |
|
Roller coaster action, the case for commodities, and Tech, Trades & Tractors
|
Jan 27, 2022 |
|
Decision time, living up to the hype?, and buy or bail
|
Jan 26, 2022 |
|
Will the bottom hold?, Marc Lasry LIVE, and bellwether, bargains & builders
|
Jan 25, 2022 |
|
Conversations with Kelly Evans: The Future of the Internet
|
Jan 25, 2022 |
|
Conversations with Kelly Evans: It’s Electric!
|
Jan 24, 2022 |
|
The selloff continues, and Peloton under pressure
|
Jan 24, 2022 |
|
Volatility tea leaves, declining demand, and cats, chips & cars
|
Jan 21, 2022 |
|
Go for growth?, China cuts, and Drilling & Chilling
|
Jan 20, 2022 |
|
Tight is right?, chips wrecked, and airlines & aluminum
|
Jan 19, 2022 |
|
Conversations with Kelly Evans: How Low Can Oil Go?
|
Jan 19, 2022 |
|
Markets sell off, a mega Meta deal, and banks, brokerages & beauty
|
Jan 18, 2022 |
|
Conversations with Kelly Evans: America’s Biggest Nat Gas Producer on Prices and Future of the Energy Industry
|
Jan 16, 2022 |
|
Financials fall, tech volatility, and bargain or bail?
|
Jan 14, 2022 |
|
Tech turns lower, the Great Resignation, and calls of the day
|
Jan 13, 2022 |
|
Inflation spikes, electric & expensive, and cruises, commerce & Crocs
|
Jan 12, 2022 |
|
A rally, a rotation, and a red flag
|
Jan 11, 2022 |
|
The Tech Wreck, Reddit Rebellion, and Jamie Dimon on CNBC
|
Jan 10, 2022 |
|
The jobs puzzle, can bitcoin bounce back?, and Metaverse Mania
|
Jan 07, 2022 |
|
A short-lived selloff?, important employment, and Buybacks, Bounce backs & $BBBY
|
Jan 06, 2022 |
|
Tech wreck, the new Blackberry, and the afternoon action
|
Jan 05, 2022 |
|
Threat to the rally, dog of the Dow, and the three B’s
|
Jan 04, 2022 |
|
Ready to rally?, bond breakout and the Street’s top picks
|
Jan 03, 2022 |
|
No 2022 hikes?, crypto crystal ball, and find your FAANG
|
Dec 31, 2021 |
|
Shrugging it off, retail retention and baby got buyback
|
Dec 30, 2021 |
|
Go for growth?, Sully’s crystal ball, and bitcoin, building & Boba Fett
|
Dec 29, 2021 |
|
New year, new strategy…antitrust vs. inflation…and less bark, more bite?
|
Dec 28, 2021 |
|
Stocks Shrug of Surge, The Efficacy of At-Home Tests, and Software, Spidey, and Seasickness
|
Dec 27, 2021 |
|
Fear the Fed?, Covid concerns, and a rollout & a blowout
|
Dec 23, 2021 |
|
Value hunting, supply chain pain, and calls of the day
|
Dec 22, 2021 |
|
Ready to rally?, 2022 playbook, and the Island of Misfit Fruit
|
Dec 21, 2021 |
|
Why stocks are sliding, bill killed?, and ‘testing, testing’…
|
Dec 20, 2021 |
|
Conversations with Kelly Evans: Crisis, Carbon, and Climate with PSEG CEO
|
Dec 19, 2021 |
|
The worry trade, the safety trade and more than a meme trade?
|
Dec 17, 2021 |
|
Fed rally fades, beaten-down buy?, and a Reddit IPO
|
Dec 16, 2021 |
|
Fed Decision Countdown
|
Dec 15, 2021 |
|
Conversations with Kelly Evans: Hitting Resistance, Wholesale’s Resurgence, and the Retail Name to Watch in 2022
|
Dec 15, 2021 |
|
Inflation situation, media meltdown and top picks
|
Dec 14, 2021 |
|
Fed fatale?, M&A mania, and Peloton’s “Big” resurrection
|
Dec 13, 2021 |
|
Conversations with Kelly Evans: An Unlikely Crypto Investor and the Next Big Thing
|
Dec 12, 2021 |
|
Inflation disconnect, feeling the pinch, and shipping, shelter & shock value
|
Dec 10, 2021 |
|
Driving the action, a hot housing play, and chips, dips & downward dogs
|
Dec 09, 2021 |
|
From the Desk of Kelly Evans: Is Bitcoin going away?
|
Dec 09, 2021 |
|
Conversations with Kelly Evans: Decoding NFTs
|
Dec 08, 2021 |
|
Betting big on small caps, losing charge?, and from fashion to food
|
Dec 08, 2021 |
|
Conversations with Kelly Evans: Apple and the Metaverse
|
Dec 08, 2021 |
|
Markets rally, semis surge and mega margins
|
Dec 07, 2021 |
|
Volatility to Stay?, The Future of Energy, Changing the Ad Game?
|
Dec 06, 2021 |
|
Conversations with Kelly Evans: The Energy Evolution
|
Dec 05, 2021 |
|
Making Sense of the Markets, Building the Metaverse Economy, Surprising Restaurant Winners
|
Dec 03, 2021 |
|
Another Day…Another Wild Move, The “Great Reevaluation,” and Enron’s Complex Legacy
|
Dec 02, 2021 |
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Conversations with Kelly Evans: How To Lower Oil Prices
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Dec 02, 2021 |
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Fed’s Market Impact: Bulls v. Bears, Reshoring Chip Manufacturing, and Buy the Dip in Airlines?
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Dec 01, 2021 |
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Powell Tanks Stocks, Consumer Confidence Hits 9-Month Low, Green Apple in a Sea of Red
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Nov 30, 2021 |
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Market Rebound, Crypto Headwinds, and Dorsey Departs
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Nov 29, 2021 |
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Conversations with Kelly Evans: Payment Problems?
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Nov 26, 2021 |
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Conversations with Kelly Evans: Tapering When Wall Street is Shrinking
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Nov 25, 2021 |
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SPR Release, Last of the Retailers on Deck, The “Must-Own” Energy Stock
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Nov 23, 2021 |
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Nevermind the Headlines, Buy Boeing Stock, Stop Fighting the Great Recession and Retail Stocking Stuffers
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Nov 19, 2021 |
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Strong Sales, Hot Dogs & Hot Stocks, and Nike Enters the Metaverse
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Nov 18, 2021 |
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Land grab, chips & candles and time to get back on the bike?
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Nov 17, 2021 |
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Long winter for high prices?, retail sales actually falling?, and shopping for trades
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Nov 16, 2021 |
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If you build it…, tech takeoff, and shopping, remodeling & the road ahead
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Nov 15, 2021 |
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From the Desk of Kelly Evans: Can the Fed afford to raise rates?
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Nov 15, 2021 |
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Stick a fork in it, and green thumb, green stock?
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Nov 12, 2021 |
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Behind the curve?, fueling inflation, and drive, charge & wear
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Nov 11, 2021 |
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From the Desk of Kelly Evans: Could Picasso collapse?
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Nov 11, 2021 |
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Playing defense, Rivian reality, and Mouse, (fake) meat & money
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Nov 10, 2021 |
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From the Desk of Kelly Evans: Exxon's stranded assets
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Nov 10, 2021 |
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Rising risks, buy the dip?, and crypto, clothes & food
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Nov 09, 2021 |
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From the Desk of Kelly Evans: The arrival of self-driving cars
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Nov 09, 2021 |
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A melt up or cool down?, survey says and payments, popcorn & space
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Nov 08, 2021 |
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The market’s message, box office bounce back and the energy rally
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Nov 05, 2021 |
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Peak inflation?, checking in on Choice, and rides, burgers & workouts
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Nov 04, 2021 |
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From the Desk of Kelly Evans: The rise of Tesla
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Nov 04, 2021 |
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Countdown to Fed decision
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Nov 03, 2021 |
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From the Desk of Kelly Evans: Crypto is the new macro
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Nov 03, 2021 |
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Vaccines for kids, inflation opportunities and Earnings Exchange
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Nov 02, 2021 |
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From the Desk of Kelly Evans: Watch nominal GDP
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Nov 02, 2021 |
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A test for the bulls, turbulence in the skies?, and chips, cleaning & cars
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Nov 01, 2021 |
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From the Desk of Kelly Evans: Tesla versus Volvo
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Nov 01, 2021 |
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Trick…or Treat?, banking on crypto and Flay’s new foray
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Oct 29, 2021 |
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The $1.75T plan, the view from the top and titans on deck
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Oct 28, 2021 |
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Buy the beaten-downs, turbulence ahead?, and earnings action
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Oct 27, 2021 |
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Getting the green light?, earnings exchange and the worst idea ever?
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Oct 26, 2021 |
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New faces needed?, inflation situation and friend or foe?
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Oct 25, 2021 |
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Rocky results, the Fed’s new rules and the Trump SPAC
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Oct 22, 2021 |
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Commodities craze, flying high and supply chain champs?
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Oct 21, 2021 |
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The “biggest threat”, interest in Pinterest?, and consumer crunch
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Oct 20, 2021 |
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etting bearish, betting on bitcoin and first & worst
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Oct 19, 2021 |
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From the Desk of Kelly Evans: The lure of Tesla
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Oct 18, 2021 |
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Bond yields bounce, Apple’s new chips and some bullish calls
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Oct 18, 2021 |
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A Downward Spiral, The Great Commodities Rotation, and Record Deals
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Oct 15, 2021 |
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Fear factor, channel checks and an overlooked advantage?
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Oct 14, 2021 |
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Getting “M.E.S.S.I.”, semi struggles and supply chain picks
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Oct 13, 2021 |
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Challenging road ahead?, a trust story and head-to-head
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Oct 12, 2021 |
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When is a selloff good?, reading between the lines and the (head)winds are blowing
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Oct 11, 2021 |
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Disappointing jobs number, “Apple-esque” and a reluctant downgrade
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Oct 08, 2021 |
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Debt drama delayed, the next threat?, and the broken supply chain
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Oct 07, 2021 |
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Stocks slide, the debt limit dilemma and flying, fashion & Amazon’s next frontier
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Oct 06, 2021 |
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Buy the dip?, bitcoin bounce and the importance of Facebook
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Oct 05, 2021 |
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Everything but energy, the chase is on and social distortion
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Oct 04, 2021 |
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Merck’s big breakthrough, car troubles and a deal undone
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Oct 01, 2021 |
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Crisis averted?, picture imperfect and a jolt of energy
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Sep 30, 2021 |
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Collision course?, keep on truckin’ and buy now, crypto later!
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Sep 29, 2021 |
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Markets sell off, energy on fire and Yellen’s big warning
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Sep 28, 2021 |
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Setting a trap?, shutdown showdown and supply chain chaos
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Sep 27, 2021 |
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China’s crypto crackdown, ‘Goldilocks stocks’ and under the $HOOD
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Sep 24, 2021 |
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Rebound warranted?, “niche, green flying machine” and DASH-ing ahead
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Sep 23, 2021 |
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Countdown to Fed Decision, Inflation Situation and crypto changes
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Sep 22, 2021 |
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From the Desk of Kelly Evans: The energy profiteers
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Sep 22, 2021 |
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From the Desk of Kelly Evans: How to do good
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Sep 21, 2021 |
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Markets rebound, Europe’s energy crisis and damage control
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Sep 21, 2021 |
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Markets sell off on China property market fears
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Sep 20, 2021 |
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Is DC Drama Threat to the Rally, A Rough Year for New Issues and a Crypto Crackdown
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Sep 17, 2021 |
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Looking to the future, ESG a waste of time?, and an electric reveal
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Sep 16, 2021 |
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From the Desk of Kelly Evans: Apple vs. Dojo
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Sep 16, 2021 |
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China’s never-ending crackdown, winning the EV race, and supply chain pain
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Sep 15, 2021 |
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Apple’s big event, a new American economy and uranium euphoria?
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Sep 14, 2021 |
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Tech turns lower, countdown to Christmas and China’s crackdown continues
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Sep 13, 2021 |
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Not so transitory?, a blow for buybacks and falling in “love”
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Sep 10, 2021 |
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Stick with the winners?, Nat Gas is hot and earnings up, stock down
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Sep 09, 2021 |
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From the Desk of Kelly Evans: The future is solar
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Sep 09, 2021 |
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From the Desk of Kelly Evans: Are energy bills about to spike?
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Sep 08, 2021 |
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Time to be greedy?, titans battle over China, and the next wave of IPOs
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Sep 08, 2021 |
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Time to go underweight?, big three tax hits & betting on betting stocks
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Sep 07, 2021 |
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Confidence clash, climbing costs and revving engines
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Sep 03, 2021 |
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From the Desk of Kelly Evans: Power outages
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Sep 03, 2021 |
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Return or resign?, charging ahead, and cars, costs & canned goods
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Sep 02, 2021 |
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The Fed’s next move, helped wanted and tech talk
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Sep 01, 2021 |
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From the Desk of Kelly Evans: Home prices are...just getting started?
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Sep 01, 2021 |
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Losing confidence?, broken (supply) chain and digital domination
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Aug 31, 2021 |
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From the Desk of Kelly Evans: Fossil fuels can’t compete
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Aug 31, 2021 |
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Ida’s impact, record highs and travel trouble
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Aug 30, 2021 |
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The Powell Rally, Afghanistan Geopolitical Risks and Like Dumping Apple After the iPod Price Cut
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Aug 27, 2021 |
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Uncertainty in the markets
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Aug 26, 2021 |
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Cyber Summit, the no-vax tax and a sector showdown
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Aug 25, 2021 |
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From the Desk of Kelly Evans: Who needs Prime?
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Aug 24, 2021 |
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Taper tantrum coming?, 10 years of Tim Cook and stay home or get out!
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Aug 24, 2021 |
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A shot in the arm for vaccination efforts, a rideshare setback and a retail roundup
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Aug 23, 2021 |
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From the Desk of Kelly Evans: What’s wrong with the retail sales report
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Aug 20, 2021 |
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Doubting the Fed, China’s crackdown and never return-to-work plans
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Aug 20, 2021 |
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Hot or not?, a brewing crypto battle and dining & delta
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Aug 19, 2021 |
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Don’t count them out, under the $HOOD and Cathie Wood strikes back
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Aug 18, 2021 |
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From the Desk of Kelly Evans: Time to taper the taper?
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Aug 17, 2021 |
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Stocks Sell Off, IPO Woes and a Dire Warning for Muni Bonds
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Aug 17, 2021 |
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Another nasty data surprise, an influence setback?, and taking back $2 trillion
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Aug 16, 2021 |
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From the Desk of Kelly Evans: Afghanistan
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Aug 16, 2021 |
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From the Desk of Kelly Evans: Inflation Situation
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Aug 13, 2021 |
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Recovery roadblock, the bitcoin bunch and a box office barometer
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Aug 13, 2021 |
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The jobs experiment, making crypto a currency, and the “debt trap”
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Aug 12, 2021 |
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Peak inflation?, skyrocketing rentals and ThredUp goes down
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Aug 11, 2021 |
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If you build it…, Out of $tock and pizza, pay cuts & payment problems
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Aug 10, 2021 |
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Capitol Hill meets crypto, Billionaire vs. Broker and a hot housing play
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Aug 09, 2021 |
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Almost a million, buybacks are back and not small potatoes
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Aug 06, 2021 |
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Worker woes, back to takeout?, and Uber’s U-turn
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Aug 05, 2021 |
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Robinhood rips, anti-vax: the new smoking?, and the pandemic pivot
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Aug 04, 2021 |
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Another trillion dollars, hacking’s “holy grail” and the mandate debate
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Aug 03, 2021 |
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China’s IPO crackdown, ‘Help Wanted’ and running out of rubber
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Aug 02, 2021 |
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Correction coming?, oil’s well at Chevron, and China in a class of its own?
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Jul 30, 2021 |
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Robinhood’s big debut, mall momentum & drink up!
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Jul 29, 2021 |
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Fed decision on deck, Pfizer CEO exclusive and a big tech check
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Jul 28, 2021 |
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From the Desk of Kelly Evans: The Cost of Having Kids
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Jul 28, 2021 |
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A change in narrative?, China & your money and ETFs exposed
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Jul 27, 2021 |
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On the brink of a breakout?, your ‘single money app’ and the China crackdown continues
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Jul 26, 2021 |
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Value Over Growth, The Street Likes Coffee and Energy Drinks, and Powell at Risk?
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Jul 23, 2021 |
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Bitcoin’s wild ride, a blue chip check and up in the air
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Jul 22, 2021 |
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Take risk off, the C-Suite in focus and crypto banking
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Jul 21, 2021 |
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Staging a comeback, still a believer and how low can it go?
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Jul 20, 2021 |
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Markets sell off amid renewed Covid concerns
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Jul 19, 2021 |
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Land of (economic) confusion, the IPO boom and Square’s crypto crush
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Jul 16, 2021 |
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A step toward something bigger?, controversial drug and Goldman’s ESG push
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Jul 15, 2021 |
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Inflation Nation, unrest in Cuba and a crypto summer swoon
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Jul 13, 2021 |
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All-time highs, billionaire space race and China, crypto & cooking
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Jul 12, 2021 |
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Stocks rebound, taking on Big Tech and an international dispute ‘bubbles’ over
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Jul 09, 2021 |
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Markets hit a speed bump, tech tumbles and how low can yields go?
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Jul 08, 2021 |
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Rate debate, un-welcoming party?, and Credit Suisse bets on bubbles
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Jul 07, 2021 |
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China crackdown, ‘no deal’ and tech turmoil
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Jul 06, 2021 |
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Taper Timeline, Billionaire Space Race and Boosts, Batteries, and Bezos
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Jul 02, 2021 |
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Collision course?, “timber!” and a donut debut
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Jul 01, 2021 |
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The space race, cleanup in all aisles and IPO-verload
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Jun 30, 2021 |
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Too much for Medicare?, hot, hot housing and America’s ammo shortage
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Jun 29, 2021 |
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Overdue for a pullback?, the EV battle and Real or Reddit?
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Jun 28, 2021 |
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The ‘Buy Everything’ Market, Rent Reality and the Future of Work
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Jun 25, 2021 |
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The Exchange - 06/24/21
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Jun 24, 2021 |
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Forget F.A.N.G., (don’t) follow the leader, and Alcoa’s revenge
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Jun 23, 2021 |
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All eyes on Powell, a market disaster and the crypto collapse
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Jun 22, 2021 |
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Rate threat, searching for bargains and “try the thigh”
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Jun 21, 2021 |
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Is Powell right?, rates & real estate, and the battle for bitcoin
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Jun 18, 2021 |
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Inflation rotation, green growing pains and a soda snub
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Jun 17, 2021 |
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Pricing pressure, earning their ‘stripes’ and appetite for an IPO
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Jun 15, 2021 |
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Breaking up big tech, green gone wrong?, and the end of the Millennial lifestyle
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Jun 14, 2021 |
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Rotating back?, sticker shock and boom or bust for NFTs
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Jun 11, 2021 |
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Market disconnect, The Street vs. Reddit, and a big bitcoin bet
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Jun 10, 2021 |
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Real or Reddit?, a net zero community, and time to retire “FANG”?
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Jun 09, 2021 |
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All about “flation”, lumber gets whacked and price shock ahead?
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Jun 08, 2021 |
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Apple takes the stage, as good as it gets?, and the same-day surge
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Jun 07, 2021 |
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Not betting on tech, electric earnings and a wild ride
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Jun 04, 2021 |
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Meme madness, charged up and a stealth EV play
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Jun 03, 2021 |
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Straight to shareholders, back online and the need for speed
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Jun 02, 2021 |
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The summer setup, box office bounce back and rearview mirror returns
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Jun 01, 2021 |
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The call heard around Wall St., “can’t rise fast enough” and hot hospitality
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May 28, 2021 |
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An auto revolution, reopening buzz and inflation hits Main Street
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May 27, 2021 |
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Mining for gains, falling behind?, and DC enters the debate
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May 26, 2021 |
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Amazon under fire, too large to handle?, and burnout buildup
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May 25, 2021 |
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Buying the dip, running out of luck?, and the fight for 15%
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May 24, 2021 |
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Pandemic productivity boom, red hot housing and slash, substitute, swipe
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May 21, 2021 |
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A complicated relationship, Got milk?, and chopping the lumber
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May 20, 2021 |
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Diamonds in the rough, crypto crash and chips fall into place
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May 19, 2021 |
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The consumer comeback, teenage trading and crypto confusion
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May 18, 2021 |
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Massive Media Merger, Twitter’s Subscription Service and Cannabis Consolidation
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May 17, 2021 |
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Reading the reopening trade, digital nomads and a prescription for success?
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May 14, 2021 |
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New day, new outlook?, show me the (digital) money and small names, big gains?
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May 13, 2021 |
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Tech selloff takes hold, pump pain and summer of love (stocks)
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May 12, 2021 |
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Stocks sell off, Coinbase optimism and Colonial Pipeline hack hits gas supplies
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May 11, 2021 |
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The hunt for workers, not-so-energetic and stay-at-home habits
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May 10, 2021 |
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Goodbye tapering?, battle of the behemoths and what’s old is new again?
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May 07, 2021 |
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Spending (too much?) plan, offices & opportunities and the cardboard boom
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May 06, 2021 |
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“Transitory” debate, the future of work and Hayward makes a splash
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May 05, 2021 |
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Tech wrecked, Pfizer’s big beat and costs & Clubhouse
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May 04, 2021 |
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Calm before the storm?, pandemic plays and “self-driving money”
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May 03, 2021 |
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Following inflation, the auto tech puzzle and ‘primed’ for domination
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Apr 30, 2021 |
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Don’t rule out tapering?, fixing the chip shortage and full bloom(in)
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Apr 29, 2021 |
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The inflation situation, Biden’s big speech and “better than a lottery ticket”
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Apr 28, 2021 |
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The Fed’s inflation gamble, Stifel’s strong quarter and back in business
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Apr 27, 2021 |
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Keeping your cool, Silicon Valley surge and Tesla charges forward
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Apr 26, 2021 |
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Tax hike winner, crypto gets crushed and pay between paychecks?
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Apr 23, 2021 |
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Can Intel deliver?, Chipotle’s hot quarter and red-hot rentals
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Apr 22, 2021 |
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No dips to buy?, developing the vaccine and a big ransomware target
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Apr 21, 2021 |
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Apple’s big event, risk & opportunity and “J’s” to the rescue?
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Apr 20, 2021 |
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Bitcoin’s wild ride, the inflation situation and a “social audio” show
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Apr 19, 2021 |
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The highs keep coming, more runway ahead?, and a nationwide scheme
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Apr 16, 2021 |
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Special Episode: TechCheck – Capping off our Inaugural Week: an Exclusive with Airbnb CEO Brian Chesky, Jason Calacanis Weighs in on the Week in Debuts, The Reopening of Universal Studios Hollywood and so much more.
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Apr 16, 2021 |
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Follow the money, copper the new oil?, and an electric battle
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Apr 15, 2021 |
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