Cabot Street Check

This week on Street Check, Chris and Brad discuss the return of the meme stocks and why this time it's different, their takeaways from this week's inflation data, and they highlight some under-the-radar statistics from the latest earnings season. Then, they're talkin' Buffett. They break down what we learned from the latest annual meeting of Berkshire Hathaway, how Warren Buffett is positioning his portfolio for the months ahead and what Buffett's favorite stock market indicator says about valuations.
 
 

This week on Street Check, Chris and Brad welcome on a slate of Cabot analysts to discuss their perspectives on the market heading into summer. Jacob Mintz of Cabot Options Trader opens up the episode with options trading and institutional buying signals in commodities and financials as well as how he's positioning his portfolio. Then, Chief Investment Strategist Mike Cintolo joins to offer his insights into growth stocks and what's happening under the surface. To close out the episode, Michael Brush of Cabot Cannabis Investor gives an update on marijuana stocks, rescheduling, SAFER Banking, and the why the sector is once again a buy.
 

This week on Street Check, Chris and Brad discuss the latest consumer confidence numbers, increasing expectations for rate cuts after this morning’s unemployment print and the sustainability of the rally in cannabis stocks following reports that rescheduling is coming. Then, they pick their favorite “summer stocks” ranging from energy and travel names to consumer goods, drinks and entertainment.
 
 
 
 
 
 
 
 

This week on Street Check, Chris is off on vacation so Brad is joined by returning guest Larry Cheung to talk all things China. They briefly recap the successful picks from Larry's previous appearance and discuss his base case for Chinese names moving forward. Larry highlights the need for investors to see fundamental strength in individual Chinese stocks, his perspective on whether China is undervalued and how long that might take to turn around, and what signals we can look for to identify an improving outlook, both politically and economically as well as how U.S. investors can position themselves for the ongoing recovery in China. You find more from Larry on his YouTube page or by subscribing to his Substack.
 

This week on Street Check, Brad opens the show by making the case that ASML's (ASML) earnings are a canary in the coal mine for the broader market narrative. Then, Chris and Brad discuss the recent market pullback and if it presents a buying opportunity or is part of a deeper correction. After that, they cover the early stages of earnings season and the winners and losers just a few weeks in. To close the show, they talk Bitcoin and debate whether the rally is over for cryptocurrencies or if it's just taking a breather. To the listeners, thank you for helping make the first year (of many) of Street Check a memorable one.

This week on Street Check, Chris and Brad discuss embracing the latest pullback, sticky inflation and the market's response, and the newest expectations for the Fed. Then, they talk about the Destiny Tech 100 (DXYZ) closed-end fund, the hype around it and its investment in SpaceX, and Brad makes the case for healthy skepticism when it comes to artificial intelligence. In the back half of the show, they're joined by gold and metals expert Clif Droke to talk about gold's massive rally, the sister rally in silver, and all the reasons gold shines as an economic hedge. (edited) 
 

This week on Street Check, Chris and Brad discuss Brad's huge trading whiff, Tesla's (TSLA) latest delivery numbers and the importance of matching your risk tolerance and investing style with the opportunities you see in the market. Then they dive into the "everything rally," and debate whether clever ticker symbols actually offer an investing edge before talking about recent retail investor interest in leveraged funds and if/when they're appropriate to add to your portfolio.

This week on Street Check, Chris and Brad talk Tesla's (TSLA) self-driving offer, cannabis stocks, the IPO of Reddit (RDDT), the arrival of Trump Media & Technology (DJT) and the S&P 500's five-month winning streak before they welcome on Cabot's Chief Investment Strategist, Mike Cintolo. Mike breaks down his perspective on the still-young bull market, whether there are signs of froth in early winners and where he's currently seeing market strength.
 

This week on Street Check, Chris and Brad discuss the market's response to the latest Fed meeting and the path forward for interest rates before diving into recent convertible bond offerings from high-flying tech companies like MicroStrategy (MSTR) and Super Micro Computer (SMCI) and whether that ups the risk profile of those companies. Then, they break out their "Magnificent Madness" stock brackets and pick the one mega-cap tech stock to rule them all; the results may surprise you.
 
 

This week on Street Check, Chris and Brad break some actual news about changes coming to real estate commissions after a National Association of Realtors proposed settlement before discussing rotation and resistance in the bull market, the outperformance of hybrid automakers (and underperformance of EV stocks) and whether Boeing's (BA) safety issues should give airline investors pause. Then, they talk strategies for doing some "spring cleaning" in your portfolio, taking profits on winners, paring back losers and how the rules of thumb vary for value investors, momentum investors, and option traders.