Cabot Street Check

This week on Street Check, Chris and Brad discuss the state of the market heading into 2026 and catch up on the last two weeks of market action. They talk about the minutes from the December Fed meeting and what that could mean for investors going forward, the retirement of Warren Buffett and the astronomical returns that Berkshire Hathaway (BRK.A) shareholders enjoyed with him at the helm, and they touch on an Iron Condor strategy...

This week on Street Check, Chris and Brad discuss the latest inflation report and what it could mean for future rate cuts, the recent performance of growth stocks, and whether or not a “Santa rally” matters for the market next year. Then, they offer their six favorite opportunities for 2026, ranging from precious metals and consumer stocks to international funds and healthcare. For more information about the offer mentioned in this...

This week on Street Check, Chris and Brad discuss the recent selloff in growth stocks, the end of the government shutdown and whether the market cared, booming healthcare and biotech stocks, Michael Burry’s decision to shutter Scion Asset Management, and new consumer-focused proposals from the White House for 50-year mortgages and tariff rebate checks. To learn more about the offer mentioned in this episode, visit cabotwealth.com/s...

This week on Street Check, Chris and Brad discuss earnings from a handful of Mag. 7 companies, the latest trade negotiations between the U.S. and China, and the Fed’s decision to cut rates by another 25 basis points. Then, they run through eight of the best-performing large-cap stocks in the market and debate whether they want a fun-size, full-size, or king-size stake in their portfolios. For more information about this week’s offe...

This week on Street Check, Chris and Brad discuss the government shutdown and when it might matter to investors, warnings of a 30% correction from Jamie Dimon, the strong performance of gold, and the selloff sparked by new tariff threats from the White House. Then, they make a series of head-to-head picks on everything from cannabis and AI to Netflix (NFLX) vs. Amazon (AMZN), healthcare vs. real estate, and Halloween vs. Friday the...

This week on Street Check, Chris and Brad quickly discuss the ongoing government shutdown and how the market has responded in the past, the Electronic Arts (EA) buyout and rumors of private equity eyeing Target (TGT) and the rally in healthcare stocks after tariff developments and the White House’s deal with Pfizer (PFE). Then, Carl Delfeld joins to discuss the new arena of globalization, the U.S.-China rivalry and how to position ...

This week on Street Check, Chris and Brad are joined by a rotating cast of Cabot analysts to discuss what they’re seeing in the market. Jacob Mintz breaks down the options market and signs of hesitancy among smart-money options traders; Clif Droke shares his insights on what’s driving gold and calls his upside shot, predicting $10,000 an ounce; and Tom Hutchinson offers his take on dividend stocks, interest rates, and the AI trade ...

This week on Street Check, Brad highlights some of the biggest news items of the week, including the ISM Services index that triggered some selling pressures, the tariff rollout now that the proverbial can is no longer getting kicked down the street, initial jobless claims, and a narrowing of the bull market. Then, Nancy Zambell joins to talk all about housing and real estate. They cover home prices, interest rate expectations, how...