Cabot Street Check

This week on Street Check, Chris and Brad discuss the possibility of a market dip in October, significant weakness under the surface despite large-cap indexes trading near all-time highs, the spike higher in bond yields, expectations for as many as four interest rate hikes by mid-2027, and a handful of market stand-outs (META, PLTR, TBBB, ZS) that have been bucking the sell-on-strength trend. Then Nancy Zambell joins to share her p...

This week on Street Check, Chris and Brad discuss the market’s initial pullback to kick off the historically weak month of September and whether what’s happening under the hood is cause for real concern. Then, they debate the Fed’s expected move at next week’s meeting as inflation remains high, and they take a closer look at Oracle’s (ORCL) latest earnings results. To close out the episode, they make a...

This week on Street Check, Chris and Brad go around the horn with four guest analysts. Jacob Mintz shares his take on the options market as a whole, sideways trade in growth areas, and the absence of downside hedging by big investors. Then, Clif Droke joins to discuss value stocks, metals, and the best-looking areas for turnaround plays. Next up, Carl Delfeld offers his perspective on the data center supply chain, international opp...

This week on Street Check, Chris makes the case for stocks topping out until Q4, and then he and Brad discuss Treasury intervention and whether bond yields are a problem for the markets, bitcoin and gold having big weeks on a weaker dollar, and the massive move by Moderna (MRNA) on cancer vaccine trials. Then, they debate biotechs vs. semiconductors, Apple (AAPL) vs. Amazon (AMZN), Nike (NKE) vs. lululemon (LULU) and Walmart (WMT) ...

This week on Street Check, Chris and Brad discuss possible short-term appeal in Bitcoin, weakness in growth stocks, and ongoing choppiness in the market and where they expect it to go in the months ahead. Then, they break down Tesla’s (TSLA) and Alphabet’s (GOOG) earnings and why traders have punished the stocks for their AI spending before closing out the episode with a conversation about Intel (INTC), a compelling tur...

This week on Street Check, Chris and Brad discuss the rotation in the market over the last few weeks, the resumption of hostilities in Iran, and whether it will matter for investors. Then, they move on to South Korea, where the KOSPI index has entered a bear market, while one of the country’s largest companies, SK Hynix (SKHY), completes its U.S. listing in the largest ADR IPO ever. To close out the episode, they each highlig...

This week on Street Check, Chris and Brad discuss the recent bout of market volatility, underperformance by the Magnificent 7 stocks and the rise of the MANGOS, and the SpaceX (SPCX) IPO. Then they welcome on Michael Brush of Cabot Insider Edge to talk about how to use buying by company insiders to boost your returns, where those signals are the most meaningful, and his new advisory. For more information on this week&rsqu...

This week on Street Check, Chris and Brad discuss growing margin debt as a top signal that hasn’t arrived yet, weakness under the surface as the market hits all-time highs, rising inflation and whether that will become a problem, and Treasury yields lifting into problematic territory. Then, they break down the Cerebras (CBRS) IPO, why it blew past its IPO price, and whether it’s a sign of exuberance in the market. For m...