Investtalk

Earnings week revealed a massive divergence: Meta stock popped while Microsoft dropped. We will explain why Wall Street loves Zuckerberg's efficiency but hates Microsoft's massive AI spending bill. Today's Stocks & Topics: Service Titan, Inc. (TTAN), Market Wrap, Bloom Energy Corporation (BE), Delaware Statutory Trust (DST), Aflac Incorporated (AFL), The "Capex" War: Meta vs. Microsoft, UFP In...

As the Patriots will face the Seahawks this Sunday, we will have a little fun with the famous "Super Bowl Indicator" and analyze the record-breaking $8 million cost for a 30-second ad spot. Today's Stocks & Topics: Lincoln Electric Holdings, Inc. (LECO), Market Wrap, VanEck Gold Miners ETF (GDX), Etsy, Inc. (ETSY), The Super Bowl Indicator, ServiceNow, Inc. (NOW), High Yield Savings Account vs...

New data shows health and property insurance premiums are skyrocketing by 26%. We will analyze this "shadow inflation" and how to adjust your budget and portfolio for rising protection costs. Today's Stocks & Topics: Woodward, Inc. (WWD), Market Wrap, A. O. Smith Corporation (AOS), When to Hit the Panic Button, Barrick Mining Corporation (B), iShares Silver Trust (SLV), The "Insurance" Inflati...

While the US is looking to cut, the Bank of Japan is hiking rates for the first time in decades. We will discuss how a rising Yen could trigger a massive "reverse carry trade" and crash US tech stocks. Today's Stocks & Topics: Powell Industries, Inc. (POWL), iShares Silver Trust (SLV), Medline Inc. (MDLN), Market Wrap, Japan's "Rate Shock": The Carry Trade Unwinds, KPP Newsletter, Dutch Bros I...

The Federal Reserve concluded its two-day meeting today (Jan 28). We willanalyze the decision, the updated "Dot Plot," and whether Chair Powell is finally ready to declare victory on inflation. Today's Stocks & Topics: Powell Industries, Inc. (POWL), Market Wrap, Toast, Inc. (TOST), Limited Partnership, IREN Limited (IREN), “The Fed's January Decision”, Vertiv Holdings Co (VRT), Blue Owl Techn...

Bankruptcies are ticking up among companies that can only survive on near-zero interest rates. We will discuss how to spot a "Zombie" on a balance sheet before that company collapses. Today's Stocks & Topics: Revolution Medicines, Inc. (RVMD), Market Wrap, Gold Companies Consolidation, Portfolio Review, Unum Group (UNM), The "Zombie Company" Purge, Mercado Libre, Inc. (MELI), ACI Worldwide, In...

Despite stabilizing, home ownership rates for younger demographics have hit new lows. We will analyze the rise of "Build-to-Rent" communities and the long-term economic shift away from ownership. Today's Stocks & Topics: Target Corporation (TGT), Portfolio Management, Market Wrap, Selling losses vs Taxes, The "Forever Renter" Economy, Financial Advice for a 15-Year-Old, AAON, Inc. (AAON), Sent...

Gold is getting the headline attention, but silver is quietly surging due to industrial demand from solar panels and electronics. We will break down the supply crunch facing the "devil's metal" in 2026. Today's Stocks & Topics: The Mosaic Company (MOS), Market Wrap, Clearway Energy, Inc. (CWEN), “The "Silver" Industrial Boom”, SPDR Gold MiniShares (GLDM), iShares Gold Trust Micro (IAUM), Abrdn...

As the major tech conglomerates report earnings next week, the market will be looking past revenue growth to focus on margins. We will discuss whether the massive AI capital expenditures of 2025 are finally generating cash flow. Today's Stocks & Topics: Lululemon Athletica Inc. (LULU), Market Wrap, KPP Newsletter, Advice for a New Graduate, Hewlett Packard Enterprise Company (HPE), Schneider E...

With office vacancies stabilizing at record highs, developers are converting empty towers into residential units. We will discuss the economics of "adaptive reuse" and the impact on the Commercial Real Estate (CRE) sector. Today's Stocks & Topics: McKesson Corporation (MCK), Commvault Systems, Inc. (CVLT), SoftBank Group Corp. (SFTBY), SoftBank Group Corp. (SFTBF), Arch Capital Group Ltd. (ACG...

As interest rates stay high, defaults are starting to appear in the opaque world of "Private Credit." We will discuss the risks hiding in non-traded funds and business development companies (BDCs). Today's Stocks & Topics: IRADIMED CORPORATION (IRMD), Market Wrap, A-I Data Centers, Netflix, Inc. (NFLX), “The "Private Credit" Crack”, Costco Wholesale Corporation (COST), 7% Sell Rule, Small and...

Copper prices just hit a 2-year high due to supply shortages and AI data center demand. We will analyze why "Dr. Copper" is signaling global growth despite the recession fears. Today's Stocks & Topics: American Tower Corporation (AMT), Market Wrap, Freeport-McMoRan Inc. (FCX), BHP Group Limited (BHP), CBRE Group, Inc. (CBRE), “Copper: The "New Oil" Breakout”, Pfizer Inc. (PFE), Strathcona Reso...

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World. Today's Stocks & Topics: Residential Real Estate in Bay Area, Portfolio Management, Bitcoin, Three-Buckets Retirement Strategy, CD Rates, Changing Taxes Status, Oil Field Services, Saving for Retirement, How to Short a Stock...

As geopolitical tensions rise, digital warfare has become the new front line. We will discuss why Cybersecurity stocks are becoming the "Utilities" of the 2026 economy—providing essential, recession-proof revenue. Today's Stocks & Topics: Skyworks Solutions, Inc. (SWKS), Market Wrap, KPP Newsletter, Call Options ETFs, Buying Physical Silver, ATI Inc. (ATI), Key Benchmark Numbers: Treasury Yiel...

With tensions boiling over, we will analyze the nightmare scenario of a Strait of Hormuz closure—a move experts warn could instantly spike oil by $20/barrel and reignite US inflation just as the Fed pivot begins. Today's Stocks & Topics: Comcast Corporation (CMCSA), Market Wrap, Retirement, Arch Capital Group Ltd. (ACGL), “The Iran Escalation: The "Strait" Jacket on the Economy”, Brunswick Cor...

Tuesday’s inflation report is out. We will discuss why the "Last Mile" of the inflation fight is proving impossible for the Fed to win without breaking the labor market. Today's Stocks & Topics: SkyWater Technology, Inc. (SKYT), Old Republic International Corporation (ORI), Petroleos Mexicanos PEMEX, Coloplast A/S (CLPBY), Margin, Airbus SE (EADSY), Schwab International Equity ETF (SCHF), Vang...

With US stocks at record valuations, we will analyze the case for Emerging Markets (EM) as the contrarian "value play" of 2026, driven by a potentially weaker dollar. Today's Stocks & Topics: Bright Horizons Family Solutions Inc. (BFAM), Market Wrap, Celestica Inc. (CLS), Micron Technology, Inc. (MU), Dollar General Corporation (DG), Saving for Retirement, “Emerging Markets: The 2026 Value Pla...

With mortgage rates stabilizing near 6%, there are early signs that the "lock-in effect" is breaking, potentially bringing much-needed inventory to the Spring 2026 market. Today's Stocks & Topics: Micron Technology, Inc. (MU), Market Wrap, Southern Copper Corporation (SCCO), STAG Industrial, Inc. (STAG), Housing: The "Lock-In" Thaw, Avantis Moderate Allocation ETF (AVMA), Fiverr International...

The 10-year Treasury yield is finally pushing comfortably above the 2-year yield; we will explain why this "normalization" is healthy but often precedes a mid-cycle slowdown. Today's Stocks & Topics: ThSprouts Farmers Market, Inc. (SFM), Oil Field Services, Market Wrap, “The Yield Curve "Un-Inversion", Anebulo Pharmaceuticals, Inc. (ANEB), Invest in the Demand for Magnets, The Auto Industry, U...

As 2026 begins, Wall Street consensus is shifting away from the "Magnificent Seven" and toward "Old Economy" cyclicals... we will analyze whether this rotation is real or a head-fake. Today's Stocks & Topics: The Procter & Gamble Company (PG), Market Wrap, Portfolio Management, Equinor ASA (EQNR), Energy Transfer LP (ET), Price of Silver, “The 2026 "Great Rotation": Tech vs. The Old Econom...

Wall Street lore says "As goes the first week, so goes the year"... we will track the market's performance in these first 5 days, and its historical accuracy as a predictor. Today's Stocks & Topics: Innoviz Technologies Ltd. (INVZ), Market Wrap, Mondelez International, Inc. (MDLZ), TETRA Technologies, Inc. (TTI), Bel Fuse Inc. (BELFB), Amphenol Corporation (APH), The "January Barometer", 401k...

For years, money market funds have paid 5%, but as the Fed shifts policy, we will explain why sitting in cash might be the biggest risk to your income in 2026. Today's Stocks & Topics: Rocket Lab Corporation (RKLB), Mueller Water Products, Inc. (MWA), Market Wrap, “The "Cash Trap" of 2026”, Berkshire Hathaway Inc. (BRK-A), LyondellBasell Industries N.V. (LYB), Inflation Driven by AI, Water Inv...

In a bull market, index funds win and in a sideways or volatile market, stock pickers shine. We will discuss whether 2026 is the year to move from passive ETFs to active selection. Today's Stocks & Topics: Celsius Holdings, Inc. (CELH), Market Wrap, Rule 72(t), “The Return of "Active" Management?”, First Majestic Silver Corp. (AG), Fortuna Mining Corp. (FSM), Closed-End Funds, Royce Small-Cap...

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World. Today's Stocks & Topics: A-I Stocks, Bond Maturity, Short-Term Rental Market, The VIX, Crypto, Pre-Tax Allocation vs. Roth I-R-A, Poorly Managed Companies, Publicly Traded Sports Teams, P.E. Ratios, Oil, Portfolio Management...

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World. Today's Stocks & Topics: I-R-As, 401k Plan, Compound Frequency, Is It Good Time to Buy Stocks, Fidelity 401k Plan, Small Cap Stocks, Fed Rate Cuts, Relative Strength, Young Investor Looking for Advised, Silver, Start Taking...