Cabot Street Check

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...

This week on Street Check, with Brad out Chris is joined by Cabot's small-cap investing expert Tyler Laundon to discuss the record-high market, what's fueling it, and what could derail it. They also get into Tyler's bread and butter - small-cap stocks - and examine why they've almost doubled the performance of large caps this year - and explore why that trend should continue. For more information on this week’s offer, visit c...

This week on Street Check, Chris and Brad discuss Bitcoin, the ongoing market rally and signs that it could continue, earnings from five of the Magnificent 7 stocks, and Jerome Powell’s last meeting at the helm of the Fed. Then they each pick three stocks or sectors they like for the rest of 2026 that range from natural gas and streaming to space and directed energy weapons. For more information on this week’s offer, vi...

This week on Street Check, Chris and Brad discuss the snapback rally in stocks as the S&P 500 and Nasdaq reach all-time highs and whether valuation concerns could slow the market down. Then, they dive into what Netflix (NFLX) is doing with its war chest of cash after the Warner Bros. Discovery (WBD) bid fell through and Tesla’s (TSLA) latest earnings. Finally, Rich Howe joins to talk about micro-cap stocks that are workin...