Cabot Street Check

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 an...

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 ...

This week, Street Check presents the first annual “Streeties,” the most prestigious awards on Wall Street. Chris and Brad hand out awards Oscar-style for the Best Growth Stock, Best Value Stock, Best Dividend Stock and many more. Join your hosts as they celebrate a year in investing and comment on the best and worst “dressed” companies, honor the companies we’ve lost, and recognize the leaders behind the new bull market. If you nor...

This week on Street Check, Chris and Brad discuss the most recent GDP and inflation figures and the market’s expectations for the Fed’s rate policy glide path. Then, they break down the current state of the cannabis market following the release of Health and Human Services’ full recommendations, the performance of Bitcoin and the newly issued Bitcoin ETFs, and they close the conversation with a deep dive into electric vehicles, whe...

This week on Street Check, Chris and Brad discuss the possibility of underperformance in January after a strong end to 2023, the old adage that "markets climb a wall of worry" and what those "worries" could be, and whether recent Fed comments change the outlook for rate cuts in 2024. Then, they welcome on Nancy Zambell, Chief Analyst of Cabot Money Club, for a real estate deep dive and a conversation about mortgage rate expectation...

This week on Street Check, Chris and Brad discuss the big banks that reported today, what earnings could portend for the year ahead, and how much they're concerned about inflation. Then, Brad breaks down Amazon's "money switch" that's being flipped at the end of the month and what (if any) impact it could have on shares. In the final segment, Chris and Brad debate head-to-head matchups from BYD vs. RIVN and large caps vs. small cap...

This week on Street Check, Chris and Brad offer their perspectives on the brief selloff that's started the new year, debate whether the upcoming election cycle is likely to impact the markets, and try and pinpoint which trends will usurp the AI/GLP-1 narrative of 2023. Then, they welcome on Bruce Kaser of Cabot Value Investor and Cabot Turnaround Letter to discuss his value-based approach, investing in China, the Magnificent Seven ...