Cabot Street Check

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 t...

This week on Street Check, Chris and Brad discuss the possible demise of Strategy (MSTR), the recent market pullback, continuing high inflation, and Micron’s (MU) earnings. Then they make over/under calls for the end of the year on Bitcoin, gold, SpaceX (SPCX), Moderna (MRNA), and a variety of stocks tied to the AI data center build-out. For more information on this week’s offer, visit cabotwealth...

This week on Street Check, Chris and Brad discuss SpaceX (SPCX), the market’s reaction to the possible end of the Iran war, and new highs on the Dow and S&P Equal Weight while the S&P 500 and Nasdaq lag. Then, they talk Kevin Warsh’s inaugural FOMC press conference, the dot plot, and changes to how the Fed communicates with the public. Finally, they break down OpenAI’s leaked financials an...

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 info...

This week on Street Check, Chris and Brad discuss the recent weakness in the market, this morning’s jobs numbers (and what they could portend for interest rates), and Anthropic’s confidential S-1 filing and impending IPO. Then, they go through their takes from the first half of 2026 and pay the price for what they got wrong. For more information on this week’s offer, visit cabotwealth.com/street .

This week on Street Check, Chris and Brad discuss the incredible performance of the market in May, chip stocks, like Micron (MU), going vertical, and whether Bitcoin has been dethroned as the speculative vehicle of choice for investors. Then, they talk about space stocks, the impending SpaceX IPO and whether rate hikes are coming later this year. For more information on this week’s offer, visit ca...

This week on Street Check, Chris and Brad are joined by four Cabot analysts to discuss their perspectives on the state of the market. Cabot Options Trader’s Jacob Mintz brings his insight from the options market and highlights an area that he thinks can step up if the AI trade fades, and Cabot Money Club’s Nancy Zambell breaks down sentiment, interest rates, and her expectations for bank stocks. T...

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 exuberan...

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...

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 o...

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 mic...

This week on Street Check, Chris and Brad discuss clean energy stocks, the market’s massive rally (which has driven the S&P 500 and Nasdaq to fresh all-time highs), the outperformance of the Magnificent Seven stocks and lagging performance of the S&P Equal Weight Index. Then, they talk bank earnings as a “temperature check” on the health of the market and break down the surge of Allbirds (...

This week on Street Check, Chris and Brad talk SpaceX and Tesla (TSLA), the ceasefire-driven rally in the markets, this week’s inflation figures, and space-related stocks having a moment. Then Mish Schneider of MarketGauge joins to discuss the possibility of a multi-year top in stocks, a weakening consumer, stocks and sectors she’s watching now, cryptocurrency, her Economic Modern Family thesis fo...

This week on Street Check, Chris and Brad debate whether the mid-week market rally was a dead cat bounce or the beginning of a potential recovery. Then, they share updates on the SpaceX IPO, discuss Nike’s (NKE) brutal five-year run, and talk fertilizer stocks as an alternative to investing in oil companies. For more information about this week’s offer, visit cabotwealth.com/street .

This week on Street Check, Chris and Brad discuss the possible IPOs of SpaceX, OpenAI and Anthropic and whether investors should consider them, whether oil’s rise caps the upside potential of gold, and growing concerns about private credit. Then, Carl Delfeld joins to discuss international stocks, the performance of Asian markets, using the current market weakness to build up a watch list, and the...

This week on Street Check, Chris and Brad discuss the latest Fed meeting, the shifting expectations for interest rates, and the ongoing fallout from the war with Iran. Then, inspired by March Madness, they each pick a Cinderella stock, a heavy favorite that’s going home early, and four stocks that they like for the rest of the year. For more information on this week’s offer, visit cabotwealth.com/...

This week on Street Check, Chris and Brad discuss cybersecurity stocks, the ongoing market uncertainty caused by the conflict in Iran and what signs could signal a character change, whether to chase or fade energy stocks at these levels, and the takeaways from the latest inflation report. Then, they take a critical look at Oracle’s (ORCL) latest earnings before wrapping up with a conversation abou...

This week on Street Check, Chris and Brad discuss the market’s reaction to the Iran situation, including the immediate impact of higher oil prices, the unexpectedly weak jobs figures, and Costco’s (COST) comments on cutting prices to “return” the tariff refunds to its members. Then, Chief Investment Strategist Mike Cintolo joins to discuss growth stocks, his perspective on the market, and the sign...

This week on Street Check, Brad breaks down the latest market news, including the Citrini research report that spooked the market, Nvidia’s (NVDA) earnings, the winners and losers as investors get more skeptical of the AI trade, and today’s high PPI print. Then, Nancy Zambell, Chief Analyst of Cabot Money Club, joins to discuss pockets of strength in the market, GLP-1 stocks, real estate and manag...

This week on Street Check, Chris and Brad break down the Supreme Court ruling that rolls back President Trump’s tariffs, the newly released U.S. GDP figures, outperformance by defensive sectors amidst ongoing market rotation, and Berkshire-Hathaway’s (BRK.A/B) last moves with Warren Buffett at the helm. Then, Tyler Laundon joins to discuss the strength of small-cap stocks, which sectors look the b...

This week on Street Check, Chris and Brad discuss the ongoing market weakness, the latest jobs and inflation figures and whether the proliferation of AI-related ads in the Super Bowl is a top signal. Then, they dive into recent strength in Japanese stocks following the country’s snap elections and briefly talk massive EV-related write-offs by domestic automakers and what that may mean for the futu...

This week on Street Check, Chris and Brad are joined by a rotating cast of Cabot analysts, including Jacob Mintz, Clif Droke, Tom Hutchinson and Carl Delfeld. They talk options, volatility in tech stocks and software, undervalued sectors, market rotation, precious metals, dividends, global investing and more. To learn more about the special offer mentioned in this week’s episode, visit cabotwealth...

This week on Street Check, Chris and Brad briefly touch on rumors that OpenAI will IPO in Q4 before discussing exuberant sentiment, rotation in the market, the Fed’s interest rate decision and the nomination of Kevin Warsh. Then, they talk big-tech earnings, a slew of announcements from Tesla and the sell-off in precious metals. For more information on this week’s offer, visit cabotwealth.com/stre...

This week on Street Check, Chris and Brad discuss the Greenland-related tariff threats and their quick reversal, revised GDP figures and early earnings season results, and the across-the-board outperformance by small-cap stocks. Then, Clif Droke joins to talk all about precious metals, silver’s huge run, the metal he likes best for the rest of 2026, rotation in the equity markets, and his favorite...

This week on Street Check, Chris and Brad discuss bank earnings, Jerome Powell vs. the DOJ, and BYD gaining a foothold in North America. Then, they debate Bitcoin vs. gold, NFLX vs. META, U.S. stocks vs. European stocks, small caps vs. large caps, and more. For more information on the offer mentioned in this week’s episode, visit  cabotwealth.com/street .