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Is It Too Good? AI Capex Explodes Higher, Pre-Revenue Stock Boom, Will Falling Mortgage Rates Save Us With Telis Demos (WSJ)
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Tom Sosnoff Will Teach You Trading
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Stocks After a Rate Cut With Nick Colas, the End of Quarterly Earnings Reports, Strategy Denied S&P Inclusion
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$1.5 Trillion Money Manager Jenny Johnson Speaks Out
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The Truth Behind Private Equity’s Megaboom
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Google Pops, Belief in the American Dream Drops, Regional Bank Stocks Rally Ahead of Rate Cuts
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The Bull Market in Electricity
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Wilfred Frost Comes By, Margin Debt Tops $1 Trillion, Nvidia Earnings Preview
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Tom Lee Says It's Still Early
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Coinbase Is the Godfather, the Return of Cathie Wood, Neil Dutta on Jackson Hole
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Does the Stock Market Know Something We Don’t?
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Things People Say in a Bull Market
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The Week We All Found Out
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Socialist Mayors, AI vs Labor With Callie Cox, Falling Knife Stocks
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Why Valuations Don't Matter
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Trump Is Winning His Trade War, Michael Cembalest on 20 Years Running Research at Jpmorgan, Earnings Reactions Galore
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Meme Stocks or Manipulation?
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Stocks Fueling Consumers, AI Bull Market Tracks the Late 90’s With Nick and Jessica, Mohamed El-Erian Tells Powell to Resign
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Everybody's Wrong
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Time to Sell Nvidia? Plus A16Z on Stablecoins and a Netflix Earnings Preview
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Reasons to Remain Overweight
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How Does Apple Get Its Mojo Back?
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When Will the AI Bubble Pop?
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Vanguard’s Joe Davis on AI vs Debt, NVDA $4 Trillion, the US Dollar Plunges, Next Hot IPOs
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Statement Risk
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The Next Circle IPO, Ric Edelman on Crypto Allocations, Novo Nordisk vs Hims, Dumbflation
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Why Defensive Stocks Have Disappeared
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Congress Trades During Tariff Announcement, Oil Market Reaction to Israel vs Iran, OpenAI vs MSFT
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The Next Big Short is the Trade War
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Nick and Jessica on Tech Earnings, Mary Meeker’s AI Tour de Force, ARR Models
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Individuals Outsmart the Pros, Live From Chicago With Ben and Callie, Morningstar CEO Kunal Kapoor
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Why Initial Jobless Claims Could Blow Up the Stock Market
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Unstoppable Buying, ETF Inflow Records, Apple at War, Circle’s IPO
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Real Men Don't Panic Over Bonds
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The COUGRs Trade Takes Wall Street, America Downgraded by Moodys, Walmart vs Trump
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Warren Buffett vs American Capitalism
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Bull Trap or the Real Thing? Plus, Dana Mattioli on Amazon, Coinbase Joins the S&P 500, China Tariffs LOL
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The Soul of a Short-Seller
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Rest in Peace, CFA
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Every Recession Begins With a Slowdown
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Kenneth Rogoff on the Dollar, Stocks Laugh at Tariffs, Starbucks and Amazon Earnings
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The Worst Is Still to Come
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Next Trillion Dollar Stock, Why US Is Still Exceptional, Trump vs Powell
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End of an Empire
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How to Tune Out the Noise
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The Craziest Week Ever
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Crowdstrike and the $250 Billion Opportunity in Cybersecurity
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Former Trump Trade Official Steve Pavlick on Tariffs, Negative Wealth Shock, Pulled Earnings Guidance
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Bloodbath
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Liberation Day, Goldman Gets Bearish, Falling Knives
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The World According to Joe Lonsdale
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Greed Is Good
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How Not to Invest With Barry Ritholtz, Dip Buyers Winning, Coreweave
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Correction Territory
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Big Market Delusion
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S*** Just Got Real, Earnings Estimates Fall With Nick Colas, Trump’s Argentina Playbook
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Tom Lee to the Rescue
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Tariffs (Finally) Wreck the Stock Market, Ackman’s Buffett Bid, April “Tax Drain” Sell-Offs
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Price-Chasing Donkey
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Downside Surprises With Callie Cox, Buffett’s New Letter, Bitcoin Crashes
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Live in Naples with Brian Belski
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Global Stocks Lead, US Lags, How DOGE Layoffs Might Affect the Economy, Josh’s Breakout in Progress
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It’s Not the Money, It’s the Mood
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Mag 7 Falls Behind, How David Adelman Bought the 76ers, Bill Ackman Buys Uber
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Stock Shortage
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Disregarding Tariff Terror With Nick and Jessica, Palantir Explodes, Amazon and Alphabet Report Earnings
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Dan Ives: Still the First Inning for AI
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2025 Crypto Predictions with Pantera’s Franklin Bi, the AI Crash with Alex Kantrowitz
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The Blue Chips of Junk
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How to Spot a Bottom in Stocks
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JC's Revenge
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Market Bubbles With Owen Lamont, Autonomous Vehicles Everywhere, Barron’s Roundtable
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Dark Matter
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Jensen's robots, Zuckerberg bends the knee, AI is the economy
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Why Brian Wesbury is Bearish
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The Biggest Winners and Losers of 2024
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Ladies and Gentlemen, Mr. Harvey Schwartz
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Cut Your Losses, Size up Your Winners
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Stay Bullish on America With Nick Colas, Everyone’s Building AI Chips, Ringing the Bell
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Is Rick Rieder a Bond King?
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CEOs and Trump with Jeff Sonnenfeld, quantum computing, Hawk Tuah coin
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The Contrarian
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The Degen Dow, Trump’s Shadow Fed Chair With Jim Bianco, RIP Art Cashin
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Watching credit spreads with Nick and Jessica, "Bessent Fever," the ponzi sleeve
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Old Man Yells at the Cloud
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Something's Going to Break, We Don't Know What
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Buy the Election, Sell the Inauguration
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S&P 6,000, Elon wins, replacing gensler, remembering Mac McQuown with Robin Wigglesworth
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Katie Bar the Door
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The Compound's Post-Election Special with Callie, Ben, Michael and Josh
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Trading the Election
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The Real Reason Treasury Yields Rose With Nick and Jessica, Election Bets and Market Vol With Callie Cox
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The Intelligent Investor
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The Battle for Pfizer Begins
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Strength Leads to Strength
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Bill Sweet on the Tax Time Bomb, the Bull Market Turns Two
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Living in a Post Cycle World
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Tesla’s Taxi Day, Jobs Report Shocker, Dan Dolev on PayPal’s Comeback
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The Myth of Cash on the Sidelines
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Sam Stovall on the Year-End Rally, Millennium Wins by Not Losing, CVS Gets an Activist
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