The Exchange

By CNBC

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Category: Investing

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Subscribers: 389
Reviews: 3
Episodes: 1182

af
 Jul 7, 2020
depth of analysis is missing. mostly headline stuff.

nanu
 May 19, 2020
Lots of interesting comments, questions and guests

Steve L
 Jan 14, 2020
This podcast has no depth of coverage, no useful information, and the host is a blowhard know-it-all who talks over all of his guests. CNBC should never have cancelled Nightly Business Report, which was a quality program. Unsubscribing.

Description

"The Exchange" on CNBC is a one-stop shop for the day's top business stories, along with breaking news and the must-see market movers heading into the back half of the trading day. This newsroom-based program also features lots of original reporting, in-depth conversations and showcases CNBC's award-winning investigative work. "The Exchange" has all that plus "Rapid Fire," our innovative, reporter driven roundtable – which is a discussion of some of the day's most interesting, unusual and at times controversial topics. This series gives today's modern investor the day's top stories, the must reads & a whole lot more.

Episode Date
Emerging Opportunities, Banking on AI, & AI Power Trades 3/27/24
Mar 27, 2024
Buoyed by Buybacks?, Around the World: Japan, Staples Slump 3/26/24
Mar 26, 2024
Hawkish Fed Risk?, Boeing Shake-up, Around the World: China 3/25/24
Mar 25, 2024
“Not a Bubble, but Bubbly”, Caution Warren-ted?, Stealth Housing Play 3/22/24
Mar 22, 2024
No Stopping the Rally?, Reddit IPO & Full Stream Ahead? 3/21/24
Mar 21, 2024
Countdown to Fed Decision, Reddit IPO Watch, Chipotle’s Big Split 3/20/24
Mar 20, 2024
Tech Safety Trade, Nvidia’s AI Revolution, Health of Housing 3/19/24
Mar 19, 2024
Don’t Chase the Crowd, Closing the AI Gap?, Homebuilder Sentiment Shift 3/18/24
Mar 18, 2024
Inflation Front & Center, Massive NAR Settlement, Stick with Boeing? 3/15/24
Mar 15, 2024
Timing the Cuts, TikTok Takeover?, “Meat” Makeover 3/14/24
Mar 14, 2024
Higher For Longer… For Longer?, Cost of Energy Security, Next Social Media Threats 3/13/24
Mar 13, 2024
Timing the Cut, Boeing’s Blues, Equal Pay Day 3/12/24
Mar 12, 2024
The Next Catalyst, Late Fee Limbo, Future of Media 3/11/24
Mar 11, 2024
Don’t Trust the Rally?, America’s $775B Gap, Trade of the Union 3/8/24
Mar 08, 2024
Biden & Business, Cleveland Fed Pres. Mester Exclusive, Earnings Exchange: COST, AVGO, DOCU 3/7/24
Mar 07, 2024
Powell on Capitol Hill, NYCB Capital Infusion, Musk vs. OpenAI 3/6/24
Mar 06, 2024
Value Hunting, Trex CEO Exclusive, Earnings Exchange: CRWD, JWN, JD 3/5/24
Mar 05, 2024
Apple’s Penalty & Pivot, Real Estate Risks, and 3 Buys & A Bail: Retail Edition 3/4/24
Mar 04, 2024
Riskey Business, Musk Sues OpenAI, 3 Buys & A Bail: Crypto Edition 3/1/24
Mar 01, 2024
Playing Offense, REIT Returns, The Long Game 2/29/24
Feb 29, 2024
Overlooked risk?, Weight-Loss Ripple Effects, Earnings Exchange: PARA, HPQ, BIRK 2/28/24
Feb 28, 2024
Goldilocks Growth Period?, Shutdown Showdown, Earnings Exchange: FSLR, LMND, SQSP 2/27/24
Feb 27, 2024
Stronger for Longer, Trio of Tech Trades, Earnings Exchange: LOW, ZM, WDAY 2/26/24
Feb 26, 2024
Next Leg of AI Rally, Long Live Live (Nation), Ukraine War: 2 Years Later 2/23/24
Feb 23, 2024
AI Boom Buys, Read on Real Estate, Earnings Exchange: WBD, LYV, SQ 2/22/24
Feb 22, 2024
Intel CEO at Foundry Event, Nvidia Earnings on Deck, and Travel + Leisure Trends 2/21/24
Feb 21, 2024
Stronger for Longer, Serving Up Gains, Earnings Exchange: TOL, PANW, WING 2/20/24
Feb 20, 2024
To Cut or Not to Cut, How AI Regulation Could Impact a Credit Score, and 3 Buys and a Bail: International Edition 2/16/24
Feb 16, 2024
The American Consumer, Nvidia vs. Tesla, Earnings Exchange: COIN, ROKU, AMAT 2/15/24
Feb 15, 2024
Worst-Case Scenario, Brokerage Battles, Charging Ahead 2/14/24
Feb 14, 2024
Timeline Turmoil, Bitcoin Flowmentum, Gig Economy Earnings On Deck 2/13/24
Feb 13, 2024
Tough Earnings Setup, Super Bowl Winners & Losers, and Earnings Exchange 2/12/24
Feb 12, 2024
Chip Value Pick, Spring Selling Surprise, 3 Buys & A Bail: Big Game Edition 2/9/24
Feb 09, 2024
“The Magic’s Back”, Bargain Buys, Moment of “Zyn” 2/8/24
Feb 08, 2024
Hidden Risks in the Regional Banks, The AI Nine, Stream Dream Team - 2/7/24
Feb 07, 2024
Silicon V(AI)lley, Earnings Midpoint Exchange, Market Momentum 2/6/24
Feb 06, 2024
Bet on the Bulls?, AI & H2O, New Boeing Headwinds 2/5/24
Feb 05, 2024
Blowout Jobs Report, AI Lobbying Explodes, Activist Investing: 3 Bails & 2 Buys 2/2/24
Feb 02, 2024
Fed’s Timeline Turmoil, Mag 7 Becoming Terrific 3, and Big Oil, Clorox & Skechers 2/1/24
Feb 01, 2024
Fed Decision Countdown, Rates & The Consumer, The Tech Factor 1/31/24
Jan 31, 2024
Timing the Fed’s Cut, AI & Earnings, Social Media’s “Seatbelt Moment” 1/30/24
Jan 30, 2024
The Fed’s Timeline, N. Carolina Cutting Coverage, CRE & The Red Sea 1/29/24
Jan 29, 2024
Intel Standing Pat, Inflation Situation, 3 Big Bails & a Surprise Buy 1/26/24
Jan 26, 2024
Alaska Airlines Earnings Exclusive, The Names Positioned for Gains, and Chips, Cards & Chinos 1/25/24
Jan 25, 2024
Forgotten Stocks, Bitcoin ETF Flow Race, Small Bank Barometer 1/24/24
Jan 24, 2024
Room to Run?, Red Sea Retail Ripples, Netflix’s Ad-vantage 1/23/24
Jan 23, 2024
The Exchange 1/22/24
Jan 22, 2024
S&P 500 Record High, Big Tech’s Big Week, and Abodes Abroad 1/19/24
Jan 19, 2024
MSCI Short Report, Contrarian Trades, The Deepfake Election 1/18/24
Jan 18, 2024
Consumer Won’t Quit, China’s Car Threat, 2024 Deal Barometer 1/17/23
Jan 17, 2024
Too Much Optimism?, 3 Buys & A Bail: Bank Edition, Home-Building Momentum 1/16/24
Jan 16, 2024
Markets vs. The Fed, Red Sea Ripples & Powering G(ai)ns 1/12/24
Jan 12, 2024
Timing the Cuts, Bitcoin ETFs, Rapid Rundown 1/11/24
Jan 11, 2024
Boeing CEO Exclusive, Rate Cut Timeline, Election Year Boost? 01/10/24
Jan 10, 2024
2024 Playbook Pivot, Live from CES!, and Turnaround Ahead? 1/9/24
Jan 09, 2024
Trading the 2024 Election, Stealth Rate Cut Benefits, and Railroad CEO on Southern Border 1/8/24
Jan 08, 2024
Cuts & Concerns, Equities Excitement, and 3 Buys & a Bail: Tech Earnings Edition 1/5/24
Jan 05, 2024
Timeline Turmoil, Billion-Dollar Bet in SF, Hydration Hype 1/4/23
Jan 04, 2024
Rate Expectations, Escalating Tensions, Tech Wreck? 01/03/23
Jan 03, 2024
From the Desk of Kelly Evans: Remember "I" bonds? 1/2/24
Jan 02, 2024
‘Higher for longer’ for longer?, Red Sea Tensions Rise, The Risks Ahead 01/02/24
Jan 02, 2024
The Trade that Paid, Meta vs. Apple, and Three-V Buys & A Bail 12/29/23
Dec 29, 2023
2024 Opportunities, Heart-y Gains, Vice City Real Estate 12/28/23
Dec 28, 2023
January Rate Cut, Pain & Opportunity, and In the Fast Lane 12/27/23
Dec 27, 2023
Triggering the Fed Pivot, Big Biotech Buyouts, and Top 2024 Tech Picks 12/26/23
Dec 26, 2023
The Tech Names ARK’s Cathie Wood is Buying Now, Two Percent is Too Late, and the Med Tech Stock with 36% Upside 12/22/23
Dec 22, 2023
The Exchange 12/21/23
Dec 21, 2023
Timing the Cuts, Office Opportunity? and Overseas Playbook 12/20/23
Dec 20, 2023
Recession Inevitable?, Pivot Positioning, and Coinbase CEO on Crypto 12/19/23
Dec 19, 2023
Premature Pivot, Cheap but Controversial, Fade These Trades 12/18/23
Dec 18, 2023
Catalysts Trump Concerns?, “Screaming Buys?” and Building Out Gains 12/15/23
Dec 15, 2023
Full Steam “A-Fed”, Short Signals, Real Estate Turning Point? 12/14/23
Dec 14, 2023
Countdown to the Fed Decision 12/13/23
Dec 13, 2023
Soft Layover, Building Out Gains, Healthy Holiday 12/12/23
Dec 12, 2023
Cut Timeline, Red(Stone) Alert, and Retail vs. Real Estate 12/11/23
Dec 11, 2023
Goldilocks Jobs Report, Beating the Market, California Forever 12/8/23
Dec 08, 2023
Bond Voyage?, High-Flyer, Building on Gains? 12/7/23
Dec 07, 2023
The Exchange 12/6/23
Dec 06, 2023
Cut Timeline, Drugs & Bots, Rom-Com(merce) 12/5/23
Dec 05, 2023
What’s Driving the Rally?, Trillions to Tap, Kings of Retail 12/4/23
Dec 04, 2023
Soft Landing at Risk?, Stream Team?, and 3 Buys & a Bail 12/1/23
Dec 01, 2023
The Exchange 11/30/23
Nov 30, 2023
The Exchange 11/29/23
Nov 29, 2023
Data Divergence, Spending Surge, Earnings Exchange: AI Edition 11/28/23
Nov 28, 2023
Digging into Spending Data, Hybrids are Hot, and When Will Housing Normalize? 11/27/23
Nov 27, 2023
Holiday Shopping, Spending Signals, Pandora CEO 11-22-23
Nov 22, 2023
From the Desk of Kelly Evans: Where Things Are Getting Cheaper 11/22/23
Nov 22, 2023
AI Sector Shakeup, Trust the Rally?, and Corporate Pensions Comeback 11/21/23
Nov 21, 2023
The Exchange 11/20/23
Nov 20, 2023
Musk’s Mess, Lost the Recession Battle?, and E-Commerce Cold War 11/17/23
Nov 17, 2023
The Exchange - 11/16/23
Nov 16, 2023
Nadella, Biden & Xi and Swagel 11/15/23
Nov 15, 2023
Market Rallies on CPI Data, Emerging Market Opportunities, and Weight-Loss Winner 11/14/23
Nov 14, 2023
Shutdown Countdown, Thawing Tensions, and Consumer Baggage 11/13/23
Nov 13, 2023
San Francisco Fed Pres. Mary Daly, Holiday Spending Squeeze, and the Experience Economy 11/10/23
Nov 10, 2023
Catalysts & Concerns, Debut Drought, and the Electric Butterfly Effect 11/9/23
Nov 09, 2023
Fed Fallacy?, Health of Housing, and Bellwethers on Deck 11/8/23
Nov 08, 2023
Credit Concerns, Concerts & Conventions, and Everything is “Paw-some” 11/7/23
Nov 07, 2023
Yielding Problems, Buy or Beware, Private Credit Concerns
Nov 06, 2023
From the Desk of Kelly Evans: Could corporate pensions save America? 11/6/23
Nov 06, 2023
Rally, Set, Go?, Read on the Consumer and Themes & Trades 11/3/23
Nov 03, 2023
The Exchange 11/2/23
Nov 02, 2023
CNBC Special: The Fed Decision 11/1/23
Nov 01, 2023
Countdown to the Fed Decision, Rising Rate Play, and the ‘Scariest’ Bear Cases in Tech 10/31/23
Oct 31, 2023
Slowdown Low-down, XPO’s Big Beat, Scary Consumer? 10/30/23
Oct 30, 2023
Data Delusion?, The View from Vanguard, and Health of Housing 10/27/23
Oct 27, 2023
The Fed’s Next Move, Buy or Beware?, and Rate Resilience 10/26/23
Oct 26, 2023
Can You Hear Me Now, Downturn Resiliency, and Get the Government 10/25/23
Oct 25, 2023
Hedge Hawk, 100% Wrong?, and Good Problems 10/24/23
Oct 24, 2023
Equity-like Returns, Fiscal Dominance, and Commercial Real Estate Pivot 10/23/23
Oct 23, 2023
From the Desk of Kelly Evans: Who's the PIIG now? 10/23/23
Oct 23, 2023
Yields Hit 5%, Now What? The Data the Fed Should be Using, and Harker’s Case Against Rate Hikes 10/20/23
Oct 20, 2023
From the Desk of Kelly Evans: The Fed has THREE mandates 10/20/23
Oct 20, 2023
The Exchange 10/19/23
Oct 19, 2023
The House Divided, Biden’s Israel Visit, and Regionals & Rates 10/18/23
Oct 18, 2023
What’s Next for Yields, Sentiment Slump, Salaries Surge 10/17/23
Oct 17, 2023
The $630B Question, The Bitcoin Binary, and Earnings Exchange 10/16/23
Oct 16, 2023
Seeking Safety, Crude’s Climb, Curbing the Run in Rates 10/13/23
Oct 13, 2023
The Exchange 10/12/23
Oct 12, 2023
The Exchange 10/11/23
Oct 11, 2023
Israel-Hamas War, The Hunt for Yield, and Leaderless House 10/10/23
Oct 10, 2023
Geopolitical Turmoil, Peltz vs. Disney, and Utilities Opportunities 10/9/23
Oct 09, 2023
Reversing Course, Mortgage Mania, and Airlines Grounded 10/6/23
Oct 06, 2023
The Exchange 10/5/23
Oct 05, 2023
Fed Fallacy?, Rising Rates Bail, and Two Cents on the Dollar 10/4/23
Oct 04, 2023
Crypto & Consumers, $9B AI Tool, Weighing the Trades 10/3/23
Oct 03, 2023
Bond Voyage, Trash Talk, Take Shelter 10/2/23
Oct 02, 2023
It Might Just Be the Everything Shutdown 9/29/23
Sep 29, 2023
Charting Returns, Strikes & Stocks, and Demand Destruction 9-28-23
Sep 28, 2023
The Value Names to Buy Now, Cannabis and Capital, and the Everything Shutdown 9/27/23
Sep 27, 2023
Economic Pressure Points, Real Estate Magnate Don Peebles, and Consumer Credit Risk 9/26/23
Sep 26, 2023
From the Desk of Kelly Evans: The $2 trillion deficit: how did we get here? 9/25/23
Sep 25, 2023
From the Desk of Kelly Evans: Who is really raising rates in Washington? 9/25/23
Sep 25, 2023
Shutdown Showdown, Hospitality Headaches and Jeff Currie’s Exit Interview 9/25/23
Sep 25, 2023
Perfect Storm for Private Equity, UAW Expands its Strike, and In Da Club-onomics 9/22/23
Sep 22, 2023
From the Desk of Kelly Evans: The Less United Nations 9/22/23
Sep 22, 2023
Wrong Answer, Stocks Stalling, DTC Divergence - 9/21/23
Sep 21, 2023
The Fed Decision: Live from Washington, D.C. 9/20/23
Sep 20, 2023
From the Desk of Kelly Evans: Is Trouble Brewing for Private Equity? 9/20/23
Sep 20, 2023
The Exchange 9/19/23
Sep 19, 2023
Fantasyland, The Perfect Storm, Window Closing 9/18/23
Sep 18, 2023
Strike Ripples. Returns Getting Harder, 3 Buy & a Bail IPO Edition 9/15/23
Sep 15, 2023
From the Desk of Kelly Evans: China Looms Over the Autoworkers' Strike 9/15/23
Sep 15, 2023
From the Desk of Kelly Evans: Boring IPOs are better IPOs 9/14/23
Sep 14, 2023
The Right to Buy Arm(s), Softbank’s Pricing Problem, and Fast Casual Winners 9/14/23
Sep 14, 2023
It’s the Economy, Stupid, The Case for $100 Oil, and Developing San Francisco 9/13/23
Sep 13, 2023
From the Desk of Kelly Evans: CPI takes a backseat 9/13/23
Sep 13, 2023
Apple’s Big Event, CNBC’s Top Financial Advisor’s Best Ideas, and Needham’s Tesla Caution 9/12/23
Sep 12, 2023
Chips & Channels, IPO Crystal Ball, and China Conundrum 9/11/23
Sep 11, 2023
The Exchange 9/8/23
Sep 08, 2023
From the Desk of Kelly Evans: The Strange Celebration of the Slowing Economy 9/8/23
Sep 08, 2023
Behind the Ban, Seeking Support, Spending Slowdown 9/7/23
Sep 07, 2023
Why Now, Gatekeeping & Government Bans, and a TV Tipping Point 9/6/23
Sep 06, 2023
Sweet or Sweat Spot, Key Trend to Watch, and Risky Business 9/5/23
Sep 05, 2023
Goldilocks Jobs Report, Housing Inflection Point, 3 Buys & a Bail 9/1/23
Sep 01, 2023
No Surprise, Sentiment Slump, Semiconductor Strategy 8/31/23
Aug 31, 2023
Jury Duty Market, Crypto Court Decision, and Privacy, Pets & Pricing 8/30/23
Aug 30, 2023
Positioned for Gains, The First Ten, and Health of Housing 8/29/23
Aug 29, 2023
Key Ticker, National (In)security & Earnings Exchange 8/28/23
Aug 28, 2023
Powell Stays Hawkish, Injectables Boost Profits, and Zillow Home Loan’s 1% Down Payment 8/25/23
Aug 25, 2023
Jackson Hole Kicks Off, Nvidia’s Blowout Quarter, and Splunk Makes a Splash 8/24/23
Aug 24, 2023
Tech’s Make-or-Break Moment, Office Pain to Gain, and La-Z-Boy CEO Exclusive 8/23/23
Aug 23, 2023
Sticking Point for Stocks, Shutdown Showdown, and Pricing Power Play 8/22/23
Aug 22, 2023
Rising Rates & Risks, China's Troubles, and The Read on Retail 8/21/23
Aug 21, 2023
Bond Voyage, Brace or Embrace, and 3 Bails & A Buy 8/18/23
Aug 18, 2023
From the Desk of Kelly Evans: The "Lazy Girl" Investment Strategy 8/18/23
Aug 18, 2023
A Tale of Two Retailers, Goodwill CEO, and Mike Novogratz Live 8/17/23
Aug 17, 2023
Don’t Count on Cuts, Health of Banks, Housing Hedge 8/16/23
Aug 16, 2023
No Landing No-Kay!, Downgrades Ahead, Health of Housing 8/15/23
Aug 15, 2023
The Exchange 8/14/23
Aug 14, 2023
China’s Sluggish Recovery, Hire Education, and Soft Landing Save? 8/11/23
Aug 11, 2023
Sell-off Watch, Ad-vantaged, Cyber Pains & Gains 8/10/23
Aug 10, 2023
Tug of War, Stifel CEO Exclusive, and Keeping It Clean 8/9/23
Aug 09, 2023
Credit Crunch, Winners & Losers, Cost of Care 8/8/23
Aug 08, 2023
The Potential for Cuts, ADP vs. BLS, Health of Housing 8/7/23
Aug 07, 2023
The Goldilocks Number, SEC vs. Coinbase, and Protecting Your Portfolio 8/4/23
Aug 04, 2023
Executive Exchange, Crypto Couple, and Major Payments Player 8/3/23
Aug 03, 2023
Recession Call Reversal, Warning Shot to Washington?, and Prices at the Pump 8/2/23
Aug 02, 2023
The Exchange 8/1/23
Aug 01, 2023
Soft Landing Tech Trap, Under the R(AI)dar, and 3 Big Bellwethers 7/31/23
Jul 31, 2023
Potential Pause, Messi of AI, Restaurant Revamp 7/28/23
Jul 28, 2023
Forget the Fed, Cruise Control, and The Busiest Day of Earnings Season 7/27/23
Jul 27, 2023
Fed Decision Countdown, Real Estate Risks, and Striking a Deal 7/26/23
Jul 26, 2023
The Fed’s Endgame, Alaska Air Turbulence, and Alphabet’s Bull Case 7/25/23
Jul 25, 2023
The Tech Trade, Positioning into the Print, and Fighting AI Plagiarism 7/24/23
Jul 24, 2023
A.I. in D.C., Time to Buy, and 3 Buys & A Bail 7/21/23
Jul 21, 2023
Data Curveball, Margins & Movies, and The Elder Economy 7/20/23
Jul 20, 2023
Alarm Bells, Too Much Credit, Health of Housing 7/19/23
Jul 19, 2023
The Bumpy Soft Landing, An Under-the-Radar Barbie Beneficiary, and the Social Media Stock with 35% Upside 7/18/23
Jul 18, 2023
Multi-decade Runway, Consumer Cracks, and Power Player 7/17/23
Jul 17, 2023
The Ripple Effect, Citi’s CFO on Earnings, and “All Bulled Up” 7/14/23
Jul 14, 2023
The Fed vs. Fiscal Policy, Disney’s Strategy Shift, and Stocks’ Goldilocks Moment? 7/13/23
Jul 13, 2023
The Broadening Market Rally, AI ETFs vs. Stocks, and the Disney Dilemma 7/12/23
Jul 12, 2023
Prime Day Underway, and Game On 7/11/23
Jul 11, 2023
Hiking a Huge Mistake, Time to Strike, and Threads vs. Twitter 7/10/23
Jul 10, 2023
The Exchange 7/7/23
Jul 07, 2023
The Exchange 7/6/23
Jul 06, 2023
The Exchange 7/5/23
Jul 05, 2023
From FOMO to GERF, SCOTUS vs. POTUS, and A Tale of Two Housing Markets 6/30/23
Jun 30, 2023
Craze or Catalyst, Retail Rebranding, and Apocalypse FedNow 6/29/23
Jun 29, 2023
Bidenomics, Powell’s warning, and IPOs on deck 6/28/23
Jun 28, 2023
Kyle Bass’ Next Big Bet, Under-The-Radar AI Plays, and A Big Week for IPOs 6/27/23
Jun 27, 2023
Russia’s Game of Thrones, Small Caps’ Big Gains, and Legacy Media Meltdown 6/26/23
Jun 26, 2023
The Lazy Bull Market, DeSantis’ Real Estate Ban, and Calm Seas for Cruises 6/23/23
Jun 23, 2023
Hikes Heard ‘Round the World, Unsurprisingly Horrible, and Shrinking Shrink 6/22/23
Jun 22, 2023
The Fed’s Inflation Fight Continues, Tesla’s Short-Term Risks, Navigating the Narrow Rally 6/21/23
Jun 21, 2023
Invest Like its 1999? What’s Next for Housing? And Nevermind the Narrow Rally? 6/20/23
Jun 20, 2023
Advertising turns to AI, Post-Pandemic Travel & SMH ETF 6/16/23
Jun 16, 2023
From the Desk of Kelly Evans: This is a pretty odd time for a "melt-up" 06/16/23
Jun 16, 2023
Cava’s Market Debut, CRE Lending Opportunities, and The Black Swan 6/15/23
Jun 15, 2023
The Exchange: Fed Edition 6/14/23
Jun 14, 2023
Brian Moynihan on the Record, The Cardboard Box Recession, and Billionaires’ Row 6/12/23
Jun 12, 2023
The Bear Market is Over, Where to Invest in China Now, eVTOL Sector Poised for Lift-Off? 6/9/23
Jun 09, 2023
When Bad News Is Bad News, Credit Card Crackdown, and Smooth Sailing 6/8/23
Jun 08, 2023
Flights Paused, The Fed's Next Move & AI Travel Booking 6/7/23
Jun 07, 2023
The Fed’s Fight Against Inflation, A Crypto Clash, and The Read On Retail 6/6/23
Jun 06, 2023
Apple WWDC 2023, Fed At A Crossroads, and The Growth Playbook 6/5/23
Jun 05, 2023
The Good & The Bad, AI Holy Grail, Addressing America’s Cancer Drug Shortage 6/2/23
Jun 02, 2023
Pause in Peril, Discount Retail Trade, and The Great De-Stocking 6/1/23
Jun 01, 2023
Global Walls of Worry, The Next AI Gainers, and A Rising Rates Play 5/31/23
May 31, 2023
Debt Ceiling Deal Risks, Soft Landing Ahead, and Will AI Save Silicon Valley Real Estate? 5/30/23
May 30, 2023
A Debt Deal Potentially Within Reach, Strike One For The Doves, and AI’s Big Week 5/26/23
May 26, 2023
Debt Ceiling Showdown, Potential Sell Signal for Nvidia, and The DeSantis DeSaster 5/25/23
May 25, 2023
Risk to the Upside, Real Estate Mogul Don Peebles, and a Mystery ‘Genuine Bull Market’5/24/23
May 24, 2023
Debt Ceiling Positioning, AI Market Share Momentum, and Bet On The Builders? 5/23/23
May 23, 2023
Wall Street’s Wall of Worry, Freight Pain, and The Next Generation of Economists 5/22/23
May 22, 2023
Risky Business, AI Winner & Losers, and Time to Trim Tech? 5/19/23
May 19, 2023
The Bubble We Need, The Search Less Traveled and What’s Next for Bank Regulation 5/18/23
May 18, 2023
Musk-see TV, The Debt Ceiling Trade, and The Read on Real Estate 5/17/23
May 17, 2023
Bots & Banks on Capitol Hill, Don’t Believe The Bears?, and The Future of Forecasting 5/16/23
May 16, 2023
The Fed’s Inflation Fight, Regional Bank Opportunities, and M&A Monday 5/15/23
May 15, 2023
Debt Ceiling Negotiations, Inflation Complacency & Digital Banking 5/12/23
May 12, 2023
From the Desk of Kelly Evans: The Debt Ceiling is Just Act One 5/12/23
May 12, 2023
The Last Shoe To Drop, The Booming ‘Burbs, and The Fed’s Next Move (according to dead economists) 5/11/23
May 11, 2023
Google’s AI Do-Over, The Retailer to Buy into Earnings, and Disrupting Fertility Care 5/10/23
May 10, 2023
Debt Ceiling Dilemma, Travel Trends with Choice Hotels, Amazon’s New Cost-Cutting Measure 5/9/23
May 09, 2023
From The Desk of Kelly Evans: Where The Banking System Hits The Economy 5/8/23
May 08, 2023
Debt Ceiling: Political Rhetoric or Real Risk? Life Time CEO on Student Loan Debt Exposure, and Portillo’s CEO on What’s Next 5/8/23
May 08, 2023
Don’t Bank on a Pause, The Streaming Wars, and San Francisco the New Detroit? 5/5/23
May 05, 2023
Regional Bank Wreck, Royal Caribbean’s Read, and Apple Earnings On Deck 5/4/23
May 04, 2023
CNBC Special: The Fed Decision 5/3/23
May 03, 2023
The Future of Streaming, First Republic Fallout & Fed Preview 5/2/23
May 02, 2023
First Republic’s rescue, Charlie Munger’s warning, and Brad Gerstner’s harsh words 5/1/23
May 01, 2023
The Big Cap Tech Name with the Lowest Earnings Quality, FDIC’s Review of Signature Bank Collapse, and the Health Care Market Poised to Boom 4/28/23
Apr 28, 2023
Debt Limit Showdown, Telecom Trades & The CNBC Stock Draft 4/27/23
Apr 27, 2023
First Republic’s last chance, investing in a slowdown, and UK regulators block a major deal 4/26/23
Apr 26, 2023
A Red Day For Regionals, Big Tech on Deck & The Fed’s Next Move 4/25/23
Apr 25, 2023
Big Box Bankruptcy, Recessionary Red Flag, and LVMH’s Major Milestone 4/24/23
Apr 24, 2023
A laissez-faire FedMain Street’s credit crunch, and XPrize’s new $11M challenge 4/21/23
Apr 21, 2023
Sound the Alarms, The Consumer Trade, and an Alaska Airlines CEO Exclusive 4/20/23
Apr 20, 2023
Regional Bank Reversal, Reading the Earnings Tea Leaves, and NVID(AI) 4/19/23
Apr 19, 2023
Sour Investor Sentiment, Bank Earnings Bonanza, and AI Regulation Nation 4/18/23
Apr 18, 2023
Earnings Pain Ahead?, Bullish on the Builders, and AI’s labor impact 4/17/23
Apr 17, 2023
Canary in the Regional Bank Coal Mine, A Contrarian Travel Call, and the Data Divergence 4/14/23
Apr 14, 2023
Rising Recession Risks?, Debt Dilemma, and Crypto Warning 4/13/23
Apr 13, 2023
Inflation Turning Point?, and Buy It Like Buffett
Apr 12, 2023
Faltering Fed?, The Bank Bifurcation, and Dividend Divide - 4/11/23
Apr 11, 2023
Hike or Halt?, Earnings Warning, and Beijing’s Bold Moves - 4/10/23
Apr 10, 2023
TEX Goes Tech: Digging into the Sustainability of the Nasdaq Rally, The Names to Buy Now, and Why Rates Could Now Stay Lower 4/6/23
Apr 06, 2023
The Tech Trade, Recession Risk on the Rise?, and Travel’s Price Problem 4/5/23
Apr 05, 2023
Fed Pause Ahead?, Overseas Opportunities, and Hold on to Your Staplers! 4/4/23
Apr 04, 2023
The Exchange: Recession Risk & Tech Trade Winners 4/3/23
Apr 03, 2023
The Fed’s Balancing Act, Wall of Worry, and Box Office Blues 3/31/23
Mar 31, 2023
Is the Coast Really Clear?, Options Market Tea Leaves, and End of the ‘Safety Trade’? 3/30/23
Mar 30, 2023
From the Desk of Kelly Evans: We are SO not out of the woods 3/30/23
Mar 30, 2023
Anatomy of a Bank Run, Bigger is Better?, and Stocks vs. Bonds 3/29/23
Mar 29, 2023
Bank Regulators on the Hot Seat, A Bank for Gen Z?, and Dethroning King Dollar 3/28/23
Mar 28, 2023
Banks Boost, Short Duration = Big Gains?, and SVB Collapse Hearing On Deck 3/27/23
Mar 27, 2023
Bank Risks & Ripples: What the Fed Needs to Do and the Impacts on Autos, Clean Energy & Crypto 3/24/23
Mar 24, 2023
Done Raising Rates?, Health of Housing, and TikTok on the Hot Seat 3/23/23
Mar 23, 2023
Walk Up to the Fed Decision: A Hike, A Pause or a Pivot? 3/22/23
Mar 22, 2023
Hike, Pause or Pivot? Time to Strip the Fed? And Russia’s New Lifeline? 3/21/23
Mar 21, 2023
From the Desk of Kelly Evans: Deflation--Not Hyperinflation--Is The Real Risk Here 3/20/23
Mar 20, 2023
The Fed’s Dilemma, Bitcoin’s Big Moment, and Red Flags Ignored? 3/20/23
Mar 20, 2023
Why Pivot Talk is “Rubbish,” Muni Bond Red Flags, and the Bearish Options Signals 3/17/23
Mar 17, 2023
The Fed’s Next Move, The Banks & Housing, And a Capital Infusion for First Republic? 3/16/23
Mar 16, 2023
The SVB Fallout Continues 3/15/23
Mar 15, 2023
The Problem with Pausing, Charles Schwab CEO, and Bet on Housing? 3/14/23
Mar 14, 2023
The SVB Fallout 03/13/23
Mar 13, 2023
The Fed & The Financials 3/10/23
Mar 10, 2023
Fed & the Financials, Biden’s Budget, and Labor Pains 3/9/23
Mar 09, 2023
Unnecessary Recession?, Rates & Real Estate, and “No Soft Landing” 3/8/23
Mar 08, 2023
“Stay the course until the job is done” 3/7/23
Mar 07, 2023
Fed vs. Markets, Buy or Bail?, Bull vs. Bear 3/6/23
Mar 06, 2023
Toss Out the Rules?, Risky Business, and the China Conundrum 3/3/23
Mar 03, 2023
From the Desk of Kelly Evans: Should you rotate out of index investing? 3/3/23
Mar 03, 2023
Data Delusion. Invest Overseas?, and “Burn the Boats” 3/2/23
Mar 02, 2023
The Exchange 3/1/23
Mar 01, 2023
From the Desk of Kelly Evans: Are rates now going to 6%? 2/28/23
Feb 28, 2023
Ready For Prime Time, International Warning Signs?, and $400 Billion on The Docket 2/28/23
Feb 28, 2023
From the Desk of Kelly Evans: The small business problem 2/28/23
Feb 28, 2023
The Read on Rates, and No Pause, No Problem? 2/27/23
Feb 27, 2023
Full Attack Mode?, Fed Fallout, and 3 Buys & A Bail: AI Edition! 2/24/23
Feb 24, 2023
No more Doves, The China Divide & The Nat Gas Collapse 2/23/23
Feb 23, 2023
Who’s backing Bullard?, “Money Illusion”, and Wings & Inflation 2/22/23
Feb 22, 2023
From the Desk of Kelly Evans: The stimulus is still happening 2/22/23
Feb 22, 2023
State of the Consumer, Bet on the Bulls, and Rates, Retail & Risk-On 2/21/23
Feb 21, 2023
From the Desk of Kelly Evans: Do rates need to go much (much) higher? 2/21/23
Feb 21, 2023
From the Desk of Kelly Evans: The long, long wait for recession 2/17/23
Feb 17, 2023
From the Desk of Kelly Evans: What is the CPI report telling us? 2/17/23
Feb 17, 2023
From the Desk of Kelly Evans: Why haven't there been more blowups? 2/17/23
Feb 17, 2023
The Fed’s Next Move, Buy The Dip?, and “Shop or Drop” 2/17/23
Feb 17, 2023
From the Desk of Kelly Evans: The State of the Union 2/16/23
Feb 17, 2023
Taking A Breather, “Volmageddon 2.0,” and 3 Rates & The Consumer 2/16/23
Feb 16, 2023
Retail Detail, Travel Trade, and Earnings Exchange 2/15/23
Feb 15, 2023
The “Unresolved Tensions” Trade, Inflation Situation, and Earnings Exchange 2/14/23
Feb 14, 2023
Bracing for CPI, High Altitude, High Stakes?, and Health of Housing 2/13/23
Feb 13, 2023
Betting On The Consumer, Renting, Buying & Building, and 3 Buys & A Bail 2/10/23
Feb 10, 2023
The Data Disconnect, “The Proxy Fight is Over,” and “MIFTs” 2/9/23
Feb 09, 2023
“Time To Play Offense”, What’s The Plan?, and “A+” for AI 2/8/23
Feb 08, 2023
From the Desk of Kelly Evans: How can margins NOT collapse? 2/8/23
Feb 08, 2023
Disinflation Situation, and Microsoft’s A.I. Ambitions 2/7/23
Feb 07, 2023
Fed Up!, Rising Tensions, and Earnings Exchange 2/6/23
Feb 06, 2023
Is “Good News” Now Good News?, Apple’s Rough Report, and Media Momentum 2/3/23
Feb 03, 2023
From the Desk of Kelly Evans: "It always looks like a soft landing at first" 2/2/23
Feb 03, 2023
Risk-On Back On?, Buy or Bail, and Tech-Tonic Shifts 2/2/23
Feb 02, 2023
The Market Disconnect, Debt Dilemma, and Housing Headwinds 2/1/23
Feb 01, 2023
Countdown To The Fed, Health of the Consumer, and Dis-AD-Vantaged? 1/31/23
Jan 31, 2023
From the Desk of Kelly Evans: Hikes? How about rate CUTS 1/30/23
Jan 31, 2023
The Biggest Labor Problem Facing the Fed, The Busiest Week of Earnings, and The Return of the Tesla Short 1/30/23
Jan 30, 2023
Growing or Slowing?, Chips In The Wrong Basket?, and 3 Buys & A Bail: Buyback Edition 1/27/23
Jan 27, 2023
From the Desk of Kelly Evans: Mission accomplished? 1/27/23
Jan 27, 2023
Buyback Outrage, Don’t be Fooled!, and Don’t Bet On Bargains 1/26/23
Jan 26, 2023
From the Desk of Kelly Evans: Don't let them fool you 1/26/23
Jan 26, 2023
Microsoft Landing?, International Flavor, and Tesla’s Rough Ride 1/25/23
Jan 25, 2023
From the Desk of Kelly Evans: This is really bad timing for a debt ceiling fight 1/25/23
Jan 25, 2023
Sell till Summer?, Cloud Concerns, and “Egg-cellent” Picks 1/24/23
Jan 24, 2023
A Fed Pause? ‘More Concerned than Ever About China,’ and The Great Tech Reckoning 1/23/23
Jan 23, 2023
From the Desk of Kelly Evans: "Leading" us right over a cliff 1/23/23
Jan 23, 2023
Follow the Fed Speak, Big Tech Jobs Cuts, and Savings Down, Debt Up 1/20/23
Jan 20, 2023
Emerging Opportunities, the Fed’s Pedal to the Metal, and Three-peat for Oil? 1/19/23
Jan 19, 2023
Dollar Doldrums, The Next Big Vaccine Race, and Debt Ceiling Showdown 1/18/23
Jan 18, 2023
Worst Miss In A Decade, Growing Pains, and Wings, Wheels & Deals 1/17/23
Jan 17, 2023
Growing or Slowing?, Risk Trade Returns, and 3 Buys & A Bail 1/13/23
Jan 13, 2023
From the Desk of Kelly Evans: The Fed pause is nearly at hand 1/12/23
Jan 12, 2023
Fed vs. Markets, “Lost Its Way”, and the Bank Barometer 1/12/23
Jan 12, 2023
From the Desk of Kelly Evans: Here comes the headfake 1/12/23
Jan 12, 2023
FTX Fallout, Bailing on a Bailout, and an “Extraordinary” Outage 1/11/23
Jan 11, 2023
From the Desk of Kelly Evans: Do they see what we see? 1/10/23
Jan 10, 2023
Data Disconnect, Pockets of Opportunity, and Taking (A.I.)M 1/10/23
Jan 10, 2023
Fed Faux Pas?, Policy Problems, and Far To Fall? 1/9/23
Jan 09, 2023
Job Market Relief, Biogen’s Big Bet, and Stop Trying to Beat the Market! 1/6/23
Jan 06, 2023
From the Desk of Kelly Evans: The end of FA(A)NG 1/4/23
Jan 04, 2023
Fed Minutes on Deck, DC Dysfunction, and a Stock Picker’s Dream? 1/4/23
Jan 04, 2023
From the Desk of Kelly Evans: What if the Fed jacked rates up? 1/3/23
Jan 03, 2023
Bulls or Bears?, The Case for Commodities, and A Rough Ride 1/3/23
Jan 03, 2023
From the Desk of Kelly Evans: If Anyone Utters the Following Phrases… 12/30/33
Dec 30, 2022
Bringing the Bulls Back, Energy’s Huge Year, and the Ad Spending Slowdown 12/30/22
Dec 30, 2022
Ride the Rally?, Reopening Wreckage, and the Debut Doldrums 12/29/22
Dec 29, 2022
From the Desk of Kelly Evans: The $12 trillion that vanished 12/28/22
Dec 28, 2022
Travel Trauma, “Ridiculously Overvalued”, and a Power Shift 12/28/22
Dec 28, 2022
From the Desk of Kelly Evans: The actual biggest story of the year 12/28/22
Dec 28, 2022
Peak Inflation?, Easing in China, and 6 Reasons to Buy Apple 12/27/22
Dec 27, 2022
From the Desk of Kelly Evans: How much would you pay for Sunday Ticket? 12/27/22
Dec 27, 2022
From the Desk of Kelly Evans: Uh oh...tokens ARE securities 12/27/22
Dec 27, 2022
From the Desk of Kelly Evans: The Do's and Don'ts of Regulating Crypto 12/23/22
Dec 24, 2022
Macro Confusion, Bet On Tech?, Tesla’s Tough Ride 12/23/22
Dec 23, 2022
Market Selloff, FTX Fallout, and Storms & Stocks 12/22/22
Dec 22, 2022
Fed vs. The Market, State of Housing, and Reworking Retirement? 12/21/22
Dec 21, 2022
Jolt from Japan, Count on the Consumer?, and Shipping & Shoes 12/20/22
Dec 20, 2022
From the Desk of Kelly Evans: Do you wait for the labor market to soften...or not? 12/19/22
Dec 19, 2022
Tech Turnaround?, Wining Ticket?, and “Chart of the Year” 12/19/22
Dec 19, 2022
From the Desk of Kelly Evans: The "white collar" recession 12/16/22
Dec 16, 2022
What the Fed Needs to Do, The Witches Come to Town, and a Discounter's Affluent Bet 12/16/22
Dec 16, 2022
From the Desk of Kelly Evans: There Is An Alternative 12/15/22
Dec 15, 2022
Market Sell-Off, Airlines Ready for Takeoff?, and Office Space 12/15/22
Dec 15, 2022
Countdown to the Fed 12/14/22
Dec 14, 2022
What’s next for the Fed? 12/13/22
Dec 13, 2022
Not coming to the rescue?, “welcome home!”, and crypto’s big day 12/12/22
Dec 12, 2022
Soft Landing?, Game On!, and Wine Time? 12/9/22
Dec 09, 2022
Pump Prices Plummet, Tesla Breaks Down, and Hot Dogs, Sofas & Yoga Pants 12/7/22
Dec 08, 2022
Faith in the Fed?, Retail Resurgence and Bull vs. Bear 12/7/22
Dec 07, 2022
Investing for 2023, the Housing Slowdown, and a Crucial Race 12/6/22
Dec 06, 2022
Soft Landing?, Energy Shift, and a “Perfect” Chart 12/5/22
Dec 05, 2022
Labor Pains, Farming Gains, and Oil’s Pivotal Week 12/2/22
Dec 02, 2022
Waiting For Jobs, “Always Bet on Growth”, and Expensive Sneakers & Handbags 12/1/22
Dec 01, 2022
Countdown to Powell 11/30/22
Nov 30, 2022
More volatility ahead?, Waiting for Powell, and Striking Opportunity? 11/29/22
Nov 29, 2022
China “Zero-Covid” Protests, Old Tech for Protection, and the Energy Names Poised to Break Out 11/28/22
Nov 28, 2022
Time to play offense?, Betting on the Consumer, and Iger’s End Game 11/23/22
Nov 23, 2022
Tech’s Big Tumble, Diesel Disaster?, and Bull vs. Bear 11/22/22
Nov 22, 2022
Frontier’s Big Demand Bet, Mixed OPEC+ Messages and the One Rule that Could Save the Crypto Industry? 11/21/22
Nov 21, 2022
The Exchange 11/18/22
Nov 18, 2022
The Future of Freight, How Bad is Housing, and Smoked by Inflation? 11/17/22
Nov 17, 2022
Carson Block’s Big Short, Crypto Tax Bill Opportunities, and a Sunny Outlook on Solar 11/16/22
Nov 16, 2022
Inflation Overreaction, Press Play on Netflix, and Here Come the Retailers 11/15/22
Nov 15, 2022
Bears vs. Bulls, Retail Rivals, and a High Stakes Meeting 11/14/22
Nov 14, 2022
Bulls vs. Bears, Crypto’s Enron Moment?, and The China Conundrum 11/11/22
Nov 11, 2022
Market Rally, FTX Fallout, and Rates & Main Street 11/10/22
Nov 10, 2022
Midterms & The Markets, FTX Fallout, and VW’s EV Push 11/9/22
Nov 09, 2022
Business on the Ballot, Buy the Next Dip?, and Crypto Bailout 11/8/22
Nov 08, 2022
Tech Troubles, Winter is Coming, and Ships, Trips & Tips 11/7/22
Nov 07, 2022
Macro, Markets & Main Street; View from The Port; and 3 Buys And A Bail 11/4/22
Nov 04, 2022
‘Slower, not lower’; Labor Pains; and Cropped Gains 11/3/22
Nov 03, 2022
Countdown to the Fed 11/2/22
Nov 02, 2022
The Fed’s impact on the consumer, Why Midterms Matter, and Chips & Trips 11/1/22
Nov 01, 2022
Pivot, Pause or Press On?, Diesel Disaster, and Drugs, Drivers & Semis 10/31/22
Oct 31, 2022
Best month since ’76, Off the Rails, and 3 Buys And A Bail: Healthcare Edition 10/28/22
Oct 28, 2022
Opportunity in the Metaverse, The Wing’s The ‘Thing’, and Mega Caps on deck 10/27/22
Oct 27, 2022
Rates or Reports?, the Future of Fracking, and Facebook, Ford & Farming 10/26/22
Oct 26, 2022
Crumbling Confidence, Mega-Cap Earnings and What’s Next for Ukraine 10/25/22
Oct 25, 2022
Xi’s grip on China, Earnings Exchange and Failing Grades 10/24/22
Oct 24, 2022
Starting to slow?, Oh, Snap!, and Oil, Cars & the Consumer 10/21/22
Oct 21, 2022
Bonds Back to 2008, Disas-Truss, and Trains, Phones & Filters 10/20/22
Oct 20, 2022
Bond Yields Bounce, The Plan for Energy Prices, The River Runs Dry 10/19/2
Oct 19, 2022
Trust the rally?, Bill Gates live, and “Gas & Groceries” 10/18/22
Oct 18, 2022
All about the Banks, Peak Yields?, and “Textbook Bottom” Buys 10/17/22
Oct 17, 2022
Playing the Volatility, UK U-Turn, and Consumer Concerns 10/14/22
Oct 14, 2022
Wild day for stocks, another year of hikes?, and Best of the Banks 10/13/22
Oct 13, 2022
Inflation Anxiety, Time to Buy Tech?, and Yearning for Earnings 10/12/22
Oct 12, 2022
From Main St. to Wall St., Crude Reality, and the CPI-YAY Trade 10/11/22
Oct 11, 2022
The Risk-Off Trade, Stick with Tech?, and M&A Mania 10/10/22
Oct 10, 2022
Labor Pains, Health of the Consumer, and ‘Stagflation’ Situation 10/7/22
Oct 07, 2022
Finding Opportunity, Back to Work?, and Rising Rates & Real Estate 10/6/22
Oct 06, 2022
Bears are back, Musk’s Master Plan, and Spirits, Slim Jims & Spices 10/5/22
Oct 05, 2022
Twitter Deal Back On? 10/4/22
Oct 04, 2022
‘Fall’ speed ahead?, Crude Reality and State of the Economy 10/3/22
Oct 03, 2022
‘So long, September!’, Sandberg Says Goodbye, and Putting Up with the Pain 9/30/22
Sep 30, 2022
“The Inflation Wildfire” 9/29/22
Sep 29, 2022
Britain’s Bond Buying, Pipeline Problems, and Tracking Hurricane Ian 9/28/22
Sep 28, 2022
Buy the dips?, State of Debt (Pt. 2), and Payroll, Poultry & Parking 9/27/22
Sep 27, 2022
State of Stocks, State of Energy & State of Debt 9/26/22
Sep 26, 2022
Markets In Turmoil 9/23/22
Sep 23, 2022
Fed Fallout, Tech Wreck, and all eyes on FedEx 9/22/22
Sep 22, 2022
Decision Day 9/21/22
Sep 21, 2022
Raise and hold?, the “real” economy, and Beyond Belief 9/20/22
Sep 20, 2022
Minerd on the markets, The Rate Debate, and Looking for Opportunity 9/19/22
Sep 19, 2022
Freight Pain, and a Volatility Survival Guide 9/16/22
Sep 16, 2022
Strike averted, ‘Fed’ up with inflation, and the end of ‘a la carte’? 9/15/22
Sep 15, 2022
Seek safety?, a market bright spot, and big banks’ balancing act 9/14/22
Sep 14, 2022
Stocks sell off as inflation remains hot 9/13/22
Sep 13, 2022
Why not both?, Uber CEO on the record, and Inflation “Claus” & Effect 9/12/22
Sep 12, 2022
Hard Landing?, California Crisis, and Ready for Recovery 9/9/22
Sep 09, 2022
The Exchange 9/8/22
Sep 08, 2022
Apple’s Big Event, ‘Boring is Beautiful’, and State of the Consumer 9/7/22
Sep 07, 2022
The next Financial Crisis?, The Big Event, and Over$tocked 9/6/22
Sep 06, 2022
The Exchange 9/2/22
Sep 02, 2022
Wall of Worry, Labor Pains, and Semis, Software & Yoga Pants 9/1/22
Sep 01, 2022
Too Far Too Fast, Bullish on Defense, and Data, Deals and Diamonds 8/31/22
Aug 31, 2022
Greed vs. Fear, The Energy Whipsaw, and 3 “C’s” 8/30/22
Aug 30, 2022
Value Investor Goes Tech, Reading the Options Tea Leaves, the Three B’s on Deck 8/29/22
Aug 29, 2022
Market Sell-off, Stick with Tech?, and 3 Buys & A Bail: Jackson Hole Edition 8/26/22
Aug 26, 2022
Doves vs. Hawks, Post-Pandemic Pivots, and a Trip to the Mall in Earnings Exchange 8/25/22
Aug 25, 2022
Markets’ Critical Mission, State of Housing, and Peloton’s ‘Prime’ Move 8/24/22
Aug 24, 2022
Finding Opportunities, Housing Cracks and Building & Buying 8/23/22
Aug 23, 2022
Dueling Directions, Cashing In on Crypto, and Cloud, Clothes & Calls 8/22/22
Aug 22, 2022
The Inflation Guessing Game, Streaming is Beaming, and 3 Buys & A Bail 8/19/22
Aug 19, 2022
Out of ‘options’?, Ad Ambitions, and Semis, Seeds & Shoes 8/18/22
Aug 18, 2022
Is the run done? 8/17/22
Aug 17, 2022
Apocalypse (Not) Now?, China's Challenges, and Housing Cracks 8/16/22
Aug 16, 2022
The 2 sides of a rally, Economic Slowdown?, and the Read on Retail 8/15/22
Aug 15, 2022
Tech Takes Off, Playing the Rally, and Crisis in Europe 8/12/22
Aug 12, 2022
Time for a Fed pivot?, Risky Business?, and Cars, Clothes & The Cloud 8/ 11/22
Aug 11, 2022
CPI-YAY?, Mice, Bees & Geese, and Carter Called It! 8/10/22
Aug 10, 2022
Meme Mania returns, the Chips are down, and Crypto, Characters & Casinos 8/9/22
Aug 09, 2022
Nvidia’s warning, let the job market rip?, and the inflation situation 8/8/22
Aug 08, 2022
Big hike ahead?, The Experience Economy, and Mortgage Lender Shakeout? 8/5/22
Aug 05, 2022
A Tale of Two Consumers, Tech Jobs Toppled, and Apple’s Ad Ambitions 8/4/22
Aug 04, 2022
Bet on Tech?, China’s Cyber Threat, and Charging & Snacking 8/3/22
Aug 03, 2022
“Still a long way to go” 8/2/22
Aug 02, 2022
Regionals Rally, Uber on Deck, More Signs of a Cooling Housing Market 8/1/22
Aug 01, 2022
How the Fed Can Stick the Landing, Tech-tonic Shifts, and Time to Buy the Farm? 7/29/22
Jul 29, 2022
Biden on Inflation Reduction Act, Royal Caribbean CEO on Beat, Yellen on US Economy 7/28/22
Jul 28, 2022
Fed Rate Hike on Deck, Housing Slowdown Hits Homebuilders, and Ads, Autos & Appliances 7/27/22
Jul 27, 2022
Retail Ripples, a Big Tech Bet, and Labor Pains 7/26/22
Jul 26, 2022
Make or break week?, the Dividend Trade, and Supply Chain Pain 7/25/22
Jul 25, 2022
Disadvantaged?, The Fed’s Fight, and 3 Buys & A Bail 7/22/22
Jul 22, 2022
Europe in crisis, airlines under pressure, and Earnings Exchange 7/21/22
Jul 21, 2022
Bet on Tech?, Energy Fallout, and Breaking, Boarding & Building 7/20/22
Jul 20, 2022
Bet on the bulls?, an investor divergence, and films, freight & food 7/19/22
Jul 19, 2022
Relief Rally?, Disney debate, and data, drugs & drilling 7/18/22
Jul 18, 2022
The Exchange 7/15/22
Jul 15, 2022
100-point hike?, “peak inflation” and ad-ed value? 7/14/22
Jul 14, 2022
The biggest takeaway from this CPI report 7/13/22
Jul 13, 2022
Inflation jumps, “uber credibility”, and Banks, Chips & Beef Jerky 7/13/22
Jul 13, 2022
Major market moves, “Primed” & ready, and a SPAC giveback 7/12/22
Jul 12, 2022
“The slowdown that we need” 7/11/22
Jul 11, 2022
372K jobs, Twitter Turmoil, and Mortgage Mania 7/8/22
Jul 08, 2022
Areas of opportunity, a crucial jobs report, and a commodity comeback? 7/7/22
Jul 07, 2022
“The Weirdest Economy That I’ve Ever Seen”, The Crypto Contagion, and a Contrarian Housing Call 7/6/22
Jul 06, 2022
Inflation vs. Recession, and Strong Dollar Trades 7/5/22
Jul 05, 2022
Data Dilemma, State of the Unions, and Three Buys & A Bail 7/1/22
Jul 01, 2022
From the Desk of Kelly Evans: Jobs, not GDP, are the key 6/30/22
Jun 30, 2022
Time for a turnaround?, Crypto Carnage, and I-P-OMG 6/30/22
Jun 30, 2022
Second half playbook, the Great Crypto Unwind, and time to play offense? 6/29/22
Jun 29, 2022
Recession obsession, Retail Wreck, and Chex & Paychex 6/28/22
Jun 28, 2022
From the Desk of Kelly Evans: Things are looking up 6/28/22
Jun 28, 2022
Second-Half Strategy, bitcoin bottom?, and 3 Buys & A Bail 6/27/22
Jun 27, 2022
Recession or Reset?, The Corporate Response to Roe v. Wade, and The Week that was in Housing. 6/24/22
Jun 24, 2022
Time to buy Apple?, D.C. Energy Summit, and cars, cruises & cardboard boxes 6/23/22
Jun 23, 2022
Hawk talk, gas tax holiday, and construction, consulting & consuming 6/22/22
Jun 22, 2022
Stocks rally, a turning point for housing?, and currency & The Cloud 6/21/22
Jun 21, 2022
Not a Textbook Recession, The EV Outlook, and Trading the Travel Sector 6/17/22
Jun 17, 2022
Title: Rate Hikes Heard ‘Round the World, Commodity Breakdown, and Trading the Tech Wreck 6/16/22
Jun 16, 2022
Countdown to Fed decision 06/15/22
Jun 15, 2022
Decision Dilemma, Bottom Fishing, and Oil to $175? 6/14/22
Jun 14, 2022
The selloff continues 6/13/22
Jun 13, 2022
Red-hot inflation reading sinks stocks 6/10/22
Jun 10, 2022
Bouncing at the bottom?, lumber overload, and signatures, subscriptions & skiing 6/9/22
Jun 09, 2022
Nasdaq comeback, the Chairman’s changes, and bargains, batteries & bling 6/8/22
Jun 08, 2022
Retail wreck, crypto & congress, and broth, booze & bargains 6/7/22
Jun 07, 2022
All about Apple, the recession obsession, and how high can it go? 6/6/22
Jun 06, 2022
390K jobs, the Fed’s next move, and “Goldilocks” stocks 06/03/022
Jun 03, 2022
The #1 Priority, an oversold bounce?, and software, soft pants & soft couches 6/2/22
Jun 02, 2022
From the Desk of Kelly Evans: Let the great QT begin 6/1/22
Jun 01, 2022
The Fed’s shrinking balance sheet, a mortgage meltdown, and dogs, devices & data 6/1/22
Jun 01, 2022
Biden Meets with Powell, from “TINA” to “TARA,” and is the Consumer Confident? 5/31/22
May 31, 2022
From the Desk of Kelly Evans: Inflation gets political 5/31/22
May 31, 2022
“Value Man”’s Mid-Term Picks, The Stealthy EM Rally, and the Mall Name to Own 5/27/22
May 27, 2022
Dow on a winning streak, rockin’ retail, and a housing slowdown 5/26/22
May 26, 2022
Housing slump, retail rebound, and soaring energy prices 5/25/22
May 25, 2022
Recession obsession, social distortion, and Earnings Exchange 5/24/22
May 24, 2022
Recession fears overblown?, rising tensions, and cars, calls & computers 5/23/22
May 23, 2022
100 bps or bust?, Tech bargain bets, and 3 Buys & A Bail 5/20/22
May 20, 2022
Wild swings, the retail rut, and chips, clothes & crops 5/19/22
May 19, 2022
Stocks Sell Off, Margins Collapse, and a Super Bubble? 5/18/22
May 18, 2022
Warning signs, metals melting, and a chip contender 5/17/22
May 17, 2022
Beaten down, bouncing back?, Crypto Crush, and Retail Results 5/16/22
May 16, 2022
Stocks rally, a Twitter saga twist, and the “4 D’s” 5/13/22
May 13, 2022
From the Desk of Kelly Evans: Crypto has its 2008 moment 5/13/22
May 13, 2022
Crypto gets crushed, buy now & pay for it later?, and Bill Miller live 5/12/22
May 12, 2022
Peak Inflation?, Not-so-Stablecoins, and Mortgage Mayhem. 5/11/22
May 11, 2022
What to buy now, Peloton’s problems, and Earnings Exchange 5/10/22
May 10, 2022
From the Desk of Kelly Evans: Soaring rates and the next inflation problem 5/9/22
May 09, 2022
Stocks extend losses, banking on Financials, and Earnings Exchange 5/9/22
May 09, 2022
Markets in turmoil, checking the charts, and more jobs, more wages? 5/6/22
May 06, 2022
From the Desk of Kelly Evans: What are we even rooting for anymore? 5/6/22
May 06, 2022
Tracking the market selloff 5/5/22
May 05, 2022
From the Desk of Kelly Evans: Everyone's confused about inflation (#teamfullpointhike) 5/5/22
May 05, 2022
Countdown to the Fed, go for Growth?, and ‘where in the world’ 5/4/22
May 04, 2022
Fed, up!, Risky business?, and chips, cars & coffee 5/3/22
May 03, 2022
Opportunity in volatility, buying the tech wreck, and countdown to the Fed 5/2/22
May 02, 2022
50 points for sure?, Cathie Wood live, and 3 Buys & A Bail 4/29/22
Apr 29, 2022
A bold recession call, and big tech on deck 4/28/22
Apr 28, 2022
No alternative?, chip wreck, and Earnings Exchange 4/27/22
Apr 27, 2022
Another ugly day, how many hikes?, and Earnings Exchange 4/26/22
Apr 26, 2022
Driving the action, Fast Fed, and the busiest week of earnings season 4/25/22
Apr 25, 2022
Fed fallout, gaining altitude, and big tech on deck 4/22/22
Apr 22, 2022
Rate hike hint?, a streaming sea change, and camera, consumers & crude 4/21/22
Apr 21, 2022
What’s next for Netflix?, oil spillover and cars, planes & metal 4/20/22
Apr 20, 2022
From the Desk of Kelly Evans: What's going on with commodities? 5/19/22
Apr 19, 2022
Fed up with inflation, unmasked, and the defense trade 4/19/22
Apr 19, 2022
Go for growth?, rising rates and off the grid 4/18/22
Apr 18, 2022
Recession protection, making money in mortgages and 3 Bails & A Buy 4/13/22
Apr 13, 2022
Inflation peaking?, the box office battle, and Banking, Bedding & Boarding 04/12/22
Apr 12, 2022
Not so fast?, Musk’s next move, and a new hot spot? 4/11/22
Apr 11, 2022
Too far, too fast?, rates & real estate, and 3 Buys & A Bail 4/7/22
Apr 08, 2022
The Fed’s toolbox, “nailed” it, and Apple swings for the fences 4/7/22
Apr 07, 2022
From the Desk of Kelly Evans: The bond rout deepens 4/7/22
Apr 07, 2022
An Ugly Market Session, What the Fed said, and Trading Teen Trends 4/6/22
Apr 06, 2022
“Much too high”, board already?, and 3 Buys & A Bail 04/05/22
Apr 05, 2022
From the Desk of Kelly Evans: The market's "mushy middle"
Apr 05, 2022
Twitter’s biggest shareholder, “playing with fire” and Financials & The Fed 4/4/22
Apr 04, 2022
431,000 jobs, “absurd” recession fears?, and 3 Buys & A Bail 4/1/22
Apr 01, 2022
From the Desk of Kelly Evans: How we did NOT get here 4/01/22
Apr 01, 2022
From the Desk of Kelly Evans: The Street is getting more anxious about the Fed 3/31/22
Mar 31, 2022
Biden’s energy plan, and a recession indicator? 3/31/22
Mar 31, 2022
Trouble with the curve, a bitcoin whale, and Apple on a roll 3/30/22
Mar 30, 2022
The Fed’s next move, a market winning streak & supply shock benefactors 3/29/22
Mar 29, 2022
Bond bust, new wealth tax, and state of the unions 3/28/22
Mar 28, 2022
From the Desk of Kelly Evans: It's getting ugly out there for bonds 3/28/22
Mar 28, 2022
From the Desk of Kelly Evans: What if the Fed hiked by a FULL point? 3/27/22
Mar 27, 2022
From the Desk of Kelly Evans: Powell’s Volcker pivot 3/25/22
Mar 25, 2022
The Exchange- 03/25/22
Mar 25, 2022
The End of Globalization, Can Putin be Stopped?, and Oil’s Next Price Move 3/24/22
Mar 24, 2022
Reversing the trend?, The Dimon Plan, and charged up 3/23/22
Mar 23, 2022
Hawks take flight, split on staples, and right names, wrong time? 3/22/22
Mar 22, 2022
Real rally or a brief bounce?, Buffett’s back, and division at Disney 3/21/22
Mar 21, 2022
Conversations with Kelly Evans: Is Inflation Really Here to Stay? 3/21/22
Mar 21, 2022
“Inflation is raging” 3/18/22
Mar 18, 2022
Pulling back the curtain, pain at the pump, and a bond market signal 3/17/22
Mar 17, 2022
From the Desk of Kelly Evans: The yield curve is actually steepening 3/17/22
Mar 17, 2022
Countdown to Fed decision 3/16/22
Mar 16, 2022
Shaking off inflation, rate hike debate, and oil’s not well?
Mar 15, 2022
Rates Rise, Oil Slides, and The China Connection
Mar 14, 2022
Is the economy ready?, energy anxiety, and crackdown on China
Mar 11, 2022
From the Desk of Kelly Evans: It's not the supply chain, it's the labor market
Mar 10, 2022
Inflation nation, consumer crunch, and EVs’ opportunity
Mar 10, 2022
Reason for the rally, crypto conundrum, and desperate times?
Mar 09, 2022
A ban on Russian oil, the rate hike debate, and a cheaper iPhone
Mar 08, 2022
Making sense of markets as crude climbs
Mar 07, 2022
From the Desk of Kelly Evans: Nobody's happy with $130 oil
Mar 07, 2022
Conversations with Kelly Evans: Hiking the Hike Forecasts, Dealing with Inflation, and the Stimulus Divide
Mar 07, 2022
Russia fears sink stocks, the cost of “freedom” and the Fed’s next move
Mar 04, 2022
From the Desk of Kelly Evans: All the wrong stuff is happening
Mar 04, 2022
Staying on track?, and charging up
Mar 03, 2022
Full speed ahead?, crude’s climb and business backs away
Mar 02, 2022
Markets sell off amid Ukraine fears
Mar 01, 2022
From the Desk of Kelly Evans: Inflation and the State of the Union
Mar 01, 2022
Conversations with Kelly Evans: How Do We Get Out of the Inflation Mess?
Mar 01, 2022
Stocks slip, SWIFT action, and energy anxiety
Feb 28, 2022
Navigating volatility, supply shock ahead?, and the rate hike debate
Feb 25, 2022
Market bottom?, Russia-Ukraine crisis and commerce, Covid & concerts
Feb 23, 2022
Stocks sink amid escalation in Ukraine
Feb 22, 2022
From the Desk of Kelly Evans: War versus wage gains
Feb 22, 2022
Nervous markets, housing to halt?, and 3 Buys & A Bail
Feb 18, 2022
Even more hawkish?, Russia rattles markets, and streaming, selling & sports betting
Feb 17, 2022
How many hikes?, troops & tensions, and semis, shopping & snacking
Feb 16, 2022
From the Desk of Kelly Evans: Throw out the old framework
Feb 16, 2022
Prices or Putin?, $200 oil?, and rentals, retail & Roblox
Feb 15, 2022
From the Desk of Kelly Evans: Between a rock and a hard place
Feb 14, 2022
“Credibility on the line”?, supply chain check, and wheels, meals & getaway deals
Feb 14, 2022
From the Desk of Kelly Evans: The economy is too strong
Feb 13, 2022
From the Desk of Kelly Evans: Don’t fear the yield curve
Feb 12, 2022
Tech-tonic shifts?, a hot housing stock, and ‘3 Buys & A Bail’
Feb 11, 2022
Conversations with Kelly Evans: How to Break the Internet
Feb 11, 2022
Inflation Nation, crazy car prices, and trips, payments & homes
Feb 10, 2022
(Bill) Miller time, an under-the-radar reopening play, and riding, streaming & tweeting
Feb 09, 2022
Inflation Nation, Pfizer falls, and wraps, rebounds & ride hailing
Feb 08, 2022
Fresh Fed challenges, a merger in the skies, and vaccines, video games & ‘in vogue’
Feb 07, 2022
Full speed ahead?, $100 oil, and Buy or Bail
Feb 04, 2022
Conversations with Kelly Evans: From the Gridiron to the Trading Pits
Feb 04, 2022
Facebook flops, employment issues, and e-commerce, EVs & selfies
Feb 03, 2022
A spending shift, energy’s record run, and microchips, music, and the Metaverse
Feb 02, 2022
The Fed’s inflation fight, payment problems, and cloud, cars, & chips
Feb 01, 2022
From the Desk of Kelly Evans: This time is actually different
Feb 01, 2022
Conversations with Kelly Evans: “Creative as a Subscription,” or Disrupting the Traditional Ad Model
Feb 01, 2022
A cold January, ‘churn, baby churn!’ and semis, shipping & surging oil
Jan 31, 2022
Tech takeaways, bet on Biotech?, and 3 buys and a bail
Jan 28, 2022
Roller coaster action, the case for commodities, and Tech, Trades & Tractors
Jan 27, 2022
Decision time, living up to the hype?, and buy or bail
Jan 26, 2022
Will the bottom hold?, Marc Lasry LIVE, and bellwether, bargains & builders
Jan 25, 2022
Conversations with Kelly Evans: The Future of the Internet
Jan 25, 2022
Conversations with Kelly Evans: It’s Electric!
Jan 24, 2022
The selloff continues, and Peloton under pressure
Jan 24, 2022
Volatility tea leaves, declining demand, and cats, chips & cars
Jan 21, 2022
Go for growth?, China cuts, and Drilling & Chilling
Jan 20, 2022
Tight is right?, chips wrecked, and airlines & aluminum
Jan 19, 2022
Conversations with Kelly Evans: How Low Can Oil Go?
Jan 19, 2022
Markets sell off, a mega Meta deal, and banks, brokerages & beauty
Jan 18, 2022
Conversations with Kelly Evans: America’s Biggest Nat Gas Producer on Prices and Future of the Energy Industry
Jan 16, 2022
Financials fall, tech volatility, and bargain or bail?
Jan 14, 2022
Tech turns lower, the Great Resignation, and calls of the day
Jan 13, 2022
Inflation spikes, electric & expensive, and cruises, commerce & Crocs
Jan 12, 2022
A rally, a rotation, and a red flag
Jan 11, 2022
The Tech Wreck, Reddit Rebellion, and Jamie Dimon on CNBC
Jan 10, 2022
The jobs puzzle, can bitcoin bounce back?, and Metaverse Mania
Jan 07, 2022
A short-lived selloff?, important employment, and Buybacks, Bounce backs & $BBBY
Jan 06, 2022
Tech wreck, the new Blackberry, and the afternoon action
Jan 05, 2022
Threat to the rally, dog of the Dow, and the three B’s
Jan 04, 2022
Ready to rally?, bond breakout and the Street’s top picks
Jan 03, 2022
No 2022 hikes?, crypto crystal ball, and find your FAANG
Dec 31, 2021
Shrugging it off, retail retention and baby got buyback
Dec 30, 2021
Go for growth?, Sully’s crystal ball, and bitcoin, building & Boba Fett
Dec 29, 2021
New year, new strategy…antitrust vs. inflation…and less bark, more bite?
Dec 28, 2021
Stocks Shrug of Surge, The Efficacy of At-Home Tests, and Software, Spidey, and Seasickness
Dec 27, 2021
Fear the Fed?, Covid concerns, and a rollout & a blowout
Dec 23, 2021
Value hunting, supply chain pain, and calls of the day
Dec 22, 2021
Ready to rally?, 2022 playbook, and the Island of Misfit Fruit
Dec 21, 2021
Why stocks are sliding, bill killed?, and ‘testing, testing’…
Dec 20, 2021
Conversations with Kelly Evans: Crisis, Carbon, and Climate with PSEG CEO
Dec 19, 2021
The worry trade, the safety trade and more than a meme trade?
Dec 17, 2021
Fed rally fades, beaten-down buy?, and a Reddit IPO
Dec 16, 2021
Fed Decision Countdown
Dec 15, 2021
Conversations with Kelly Evans: Hitting Resistance, Wholesale’s Resurgence, and the Retail Name to Watch in 2022
Dec 15, 2021
Inflation situation, media meltdown and top picks
Dec 14, 2021
Fed fatale?, M&A mania, and Peloton’s “Big” resurrection
Dec 13, 2021
Conversations with Kelly Evans: An Unlikely Crypto Investor and the Next Big Thing
Dec 12, 2021
Inflation disconnect, feeling the pinch, and shipping, shelter & shock value
Dec 10, 2021
Driving the action, a hot housing play, and chips, dips & downward dogs
Dec 09, 2021
From the Desk of Kelly Evans: Is Bitcoin going away?
Dec 09, 2021
Conversations with Kelly Evans: Decoding NFTs
Dec 08, 2021
Betting big on small caps, losing charge?, and from fashion to food
Dec 08, 2021
Conversations with Kelly Evans: Apple and the Metaverse
Dec 08, 2021
Markets rally, semis surge and mega margins
Dec 07, 2021
Volatility to Stay?, The Future of Energy, Changing the Ad Game?
Dec 06, 2021
Conversations with Kelly Evans: The Energy Evolution
Dec 05, 2021
Making Sense of the Markets, Building the Metaverse Economy, Surprising Restaurant Winners
Dec 03, 2021
Another Day…Another Wild Move, The “Great Reevaluation,” and Enron’s Complex Legacy
Dec 02, 2021
Conversations with Kelly Evans: How To Lower Oil Prices
Dec 02, 2021
Fed’s Market Impact: Bulls v. Bears, Reshoring Chip Manufacturing, and Buy the Dip in Airlines?
Dec 01, 2021
Powell Tanks Stocks, Consumer Confidence Hits 9-Month Low, Green Apple in a Sea of Red
Nov 30, 2021
Market Rebound, Crypto Headwinds, and Dorsey Departs
Nov 29, 2021
Conversations with Kelly Evans: Payment Problems?
Nov 26, 2021
Conversations with Kelly Evans: Tapering When Wall Street is Shrinking
Nov 25, 2021
SPR Release, Last of the Retailers on Deck, The “Must-Own” Energy Stock
Nov 23, 2021
Nevermind the Headlines, Buy Boeing Stock, Stop Fighting the Great Recession and Retail Stocking Stuffers
Nov 19, 2021
Strong Sales, Hot Dogs & Hot Stocks, and Nike Enters the Metaverse
Nov 18, 2021
Land grab, chips & candles and time to get back on the bike?
Nov 17, 2021
Long winter for high prices?, retail sales actually falling?, and shopping for trades
Nov 16, 2021
If you build it…, tech takeoff, and shopping, remodeling & the road ahead
Nov 15, 2021
From the Desk of Kelly Evans: Can the Fed afford to raise rates?
Nov 15, 2021
Stick a fork in it, and green thumb, green stock?
Nov 12, 2021
Behind the curve?, fueling inflation, and drive, charge & wear
Nov 11, 2021
From the Desk of Kelly Evans: Could Picasso collapse?
Nov 11, 2021
Playing defense, Rivian reality, and Mouse, (fake) meat & money
Nov 10, 2021
From the Desk of Kelly Evans: Exxon's stranded assets
Nov 10, 2021
Rising risks, buy the dip?, and crypto, clothes & food
Nov 09, 2021
From the Desk of Kelly Evans: The arrival of self-driving cars
Nov 09, 2021
A melt up or cool down?, survey says and payments, popcorn & space
Nov 08, 2021
The market’s message, box office bounce back and the energy rally
Nov 05, 2021
Peak inflation?, checking in on Choice, and rides, burgers & workouts
Nov 04, 2021
From the Desk of Kelly Evans: The rise of Tesla
Nov 04, 2021
Countdown to Fed decision
Nov 03, 2021
From the Desk of Kelly Evans: Crypto is the new macro
Nov 03, 2021
Vaccines for kids, inflation opportunities and Earnings Exchange
Nov 02, 2021
From the Desk of Kelly Evans: Watch nominal GDP
Nov 02, 2021
A test for the bulls, turbulence in the skies?, and chips, cleaning & cars
Nov 01, 2021
From the Desk of Kelly Evans: Tesla versus Volvo
Nov 01, 2021
Trick…or Treat?, banking on crypto and Flay’s new foray
Oct 29, 2021
The $1.75T plan, the view from the top and titans on deck
Oct 28, 2021
Buy the beaten-downs, turbulence ahead?, and earnings action
Oct 27, 2021
Getting the green light?, earnings exchange and the worst idea ever?
Oct 26, 2021
New faces needed?, inflation situation and friend or foe?
Oct 25, 2021
Rocky results, the Fed’s new rules and the Trump SPAC
Oct 22, 2021
Commodities craze, flying high and supply chain champs?
Oct 21, 2021
The “biggest threat”, interest in Pinterest?, and consumer crunch
Oct 20, 2021
etting bearish, betting on bitcoin and first & worst
Oct 19, 2021
From the Desk of Kelly Evans: The lure of Tesla
Oct 18, 2021
Bond yields bounce, Apple’s new chips and some bullish calls
Oct 18, 2021
A Downward Spiral, The Great Commodities Rotation, and Record Deals
Oct 15, 2021
Fear factor, channel checks and an overlooked advantage?
Oct 14, 2021
Getting “M.E.S.S.I.”, semi struggles and supply chain picks
Oct 13, 2021
Challenging road ahead?, a trust story and head-to-head
Oct 12, 2021
When is a selloff good?, reading between the lines and the (head)winds are blowing
Oct 11, 2021
Disappointing jobs number, “Apple-esque” and a reluctant downgrade
Oct 08, 2021
Debt drama delayed, the next threat?, and the broken supply chain
Oct 07, 2021
Stocks slide, the debt limit dilemma and flying, fashion & Amazon’s next frontier
Oct 06, 2021
Buy the dip?, bitcoin bounce and the importance of Facebook
Oct 05, 2021
Everything but energy, the chase is on and social distortion
Oct 04, 2021
Merck’s big breakthrough, car troubles and a deal undone
Oct 01, 2021
Crisis averted?, picture imperfect and a jolt of energy
Sep 30, 2021
Collision course?, keep on truckin’ and buy now, crypto later!
Sep 29, 2021
Markets sell off, energy on fire and Yellen’s big warning
Sep 28, 2021
Setting a trap?, shutdown showdown and supply chain chaos
Sep 27, 2021
China’s crypto crackdown, ‘Goldilocks stocks’ and under the $HOOD
Sep 24, 2021
Rebound warranted?, “niche, green flying machine” and DASH-ing ahead
Sep 23, 2021
Countdown to Fed Decision, Inflation Situation and crypto changes
Sep 22, 2021
From the Desk of Kelly Evans: The energy profiteers
Sep 22, 2021
From the Desk of Kelly Evans: How to do good
Sep 21, 2021
Markets rebound, Europe’s energy crisis and damage control
Sep 21, 2021
Markets sell off on China property market fears
Sep 20, 2021
Is DC Drama Threat to the Rally, A Rough Year for New Issues and a Crypto Crackdown
Sep 17, 2021
Looking to the future, ESG a waste of time?, and an electric reveal
Sep 16, 2021
From the Desk of Kelly Evans: Apple vs. Dojo
Sep 16, 2021
China’s never-ending crackdown, winning the EV race, and supply chain pain
Sep 15, 2021
Apple’s big event, a new American economy and uranium euphoria?
Sep 14, 2021
Tech turns lower, countdown to Christmas and China’s crackdown continues
Sep 13, 2021
Not so transitory?, a blow for buybacks and falling in “love”
Sep 10, 2021
Stick with the winners?, Nat Gas is hot and earnings up, stock down
Sep 09, 2021
From the Desk of Kelly Evans: The future is solar
Sep 09, 2021
From the Desk of Kelly Evans: Are energy bills about to spike?
Sep 08, 2021
Time to be greedy?, titans battle over China, and the next wave of IPOs
Sep 08, 2021
Time to go underweight?, big three tax hits & betting on betting stocks
Sep 07, 2021
Confidence clash, climbing costs and revving engines
Sep 03, 2021
From the Desk of Kelly Evans: Power outages
Sep 03, 2021
Return or resign?, charging ahead, and cars, costs & canned goods
Sep 02, 2021
The Fed’s next move, helped wanted and tech talk
Sep 01, 2021
From the Desk of Kelly Evans: Home prices are...just getting started?
Sep 01, 2021
Losing confidence?, broken (supply) chain and digital domination
Aug 31, 2021
From the Desk of Kelly Evans: Fossil fuels can’t compete
Aug 31, 2021
Ida’s impact, record highs and travel trouble
Aug 30, 2021
The Powell Rally, Afghanistan Geopolitical Risks and Like Dumping Apple After the iPod Price Cut
Aug 27, 2021
Uncertainty in the markets
Aug 26, 2021
Cyber Summit, the no-vax tax and a sector showdown
Aug 25, 2021
From the Desk of Kelly Evans: Who needs Prime?
Aug 24, 2021
Taper tantrum coming?, 10 years of Tim Cook and stay home or get out!
Aug 24, 2021
A shot in the arm for vaccination efforts, a rideshare setback and a retail roundup
Aug 23, 2021
From the Desk of Kelly Evans: What’s wrong with the retail sales report
Aug 20, 2021
Doubting the Fed, China’s crackdown and never return-to-work plans
Aug 20, 2021
Hot or not?, a brewing crypto battle and dining & delta
Aug 19, 2021
Don’t count them out, under the $HOOD and Cathie Wood strikes back
Aug 18, 2021
From the Desk of Kelly Evans: Time to taper the taper?
Aug 17, 2021
Stocks Sell Off, IPO Woes and a Dire Warning for Muni Bonds
Aug 17, 2021
Another nasty data surprise, an influence setback?, and taking back $2 trillion
Aug 16, 2021
From the Desk of Kelly Evans: Afghanistan
Aug 16, 2021
From the Desk of Kelly Evans: Inflation Situation
Aug 13, 2021
Recovery roadblock, the bitcoin bunch and a box office barometer
Aug 13, 2021
The jobs experiment, making crypto a currency, and the “debt trap”
Aug 12, 2021
Peak inflation?, skyrocketing rentals and ThredUp goes down
Aug 11, 2021
If you build it…, Out of $tock and pizza, pay cuts & payment problems
Aug 10, 2021
Capitol Hill meets crypto, Billionaire vs. Broker and a hot housing play
Aug 09, 2021
Almost a million, buybacks are back and not small potatoes
Aug 06, 2021
Worker woes, back to takeout?, and Uber’s U-turn
Aug 05, 2021
Robinhood rips, anti-vax: the new smoking?, and the pandemic pivot
Aug 04, 2021
Another trillion dollars, hacking’s “holy grail” and the mandate debate
Aug 03, 2021
China’s IPO crackdown, ‘Help Wanted’ and running out of rubber
Aug 02, 2021
Correction coming?, oil’s well at Chevron, and China in a class of its own?
Jul 30, 2021
Robinhood’s big debut, mall momentum & drink up!
Jul 29, 2021
Fed decision on deck, Pfizer CEO exclusive and a big tech check
Jul 28, 2021
From the Desk of Kelly Evans: The Cost of Having Kids
Jul 28, 2021
A change in narrative?, China & your money and ETFs exposed
Jul 27, 2021
On the brink of a breakout?, your ‘single money app’ and the China crackdown continues
Jul 26, 2021
Value Over Growth, The Street Likes Coffee and Energy Drinks, and Powell at Risk?
Jul 23, 2021
Bitcoin’s wild ride, a blue chip check and up in the air
Jul 22, 2021
Take risk off, the C-Suite in focus and crypto banking
Jul 21, 2021
Staging a comeback, still a believer and how low can it go?
Jul 20, 2021
Markets sell off amid renewed Covid concerns
Jul 19, 2021
Land of (economic) confusion, the IPO boom and Square’s crypto crush
Jul 16, 2021
A step toward something bigger?, controversial drug and Goldman’s ESG push
Jul 15, 2021
Inflation Nation, unrest in Cuba and a crypto summer swoon
Jul 13, 2021
All-time highs, billionaire space race and China, crypto & cooking
Jul 12, 2021
Stocks rebound, taking on Big Tech and an international dispute ‘bubbles’ over
Jul 09, 2021
Markets hit a speed bump, tech tumbles and how low can yields go?
Jul 08, 2021
Rate debate, un-welcoming party?, and Credit Suisse bets on bubbles
Jul 07, 2021
China crackdown, ‘no deal’ and tech turmoil
Jul 06, 2021
Taper Timeline, Billionaire Space Race and Boosts, Batteries, and Bezos
Jul 02, 2021
Collision course?, “timber!” and a donut debut
Jul 01, 2021
The space race, cleanup in all aisles and IPO-verload
Jun 30, 2021
Too much for Medicare?, hot, hot housing and America’s ammo shortage
Jun 29, 2021
Overdue for a pullback?, the EV battle and Real or Reddit?
Jun 28, 2021
The ‘Buy Everything’ Market, Rent Reality and the Future of Work
Jun 25, 2021
The Exchange - 06/24/21
Jun 24, 2021
Forget F.A.N.G., (don’t) follow the leader, and Alcoa’s revenge
Jun 23, 2021
All eyes on Powell, a market disaster and the crypto collapse
Jun 22, 2021
Rate threat, searching for bargains and “try the thigh”
Jun 21, 2021
Is Powell right?, rates & real estate, and the battle for bitcoin
Jun 18, 2021
Inflation rotation, green growing pains and a soda snub
Jun 17, 2021
Pricing pressure, earning their ‘stripes’ and appetite for an IPO
Jun 15, 2021
Breaking up big tech, green gone wrong?, and the end of the Millennial lifestyle
Jun 14, 2021
Rotating back?, sticker shock and boom or bust for NFTs
Jun 11, 2021
Market disconnect, The Street vs. Reddit, and a big bitcoin bet
Jun 10, 2021
Real or Reddit?, a net zero community, and time to retire “FANG”?
Jun 09, 2021
All about “flation”, lumber gets whacked and price shock ahead?
Jun 08, 2021
Apple takes the stage, as good as it gets?, and the same-day surge
Jun 07, 2021
Not betting on tech, electric earnings and a wild ride
Jun 04, 2021
Meme madness, charged up and a stealth EV play
Jun 03, 2021
Straight to shareholders, back online and the need for speed
Jun 02, 2021
The summer setup, box office bounce back and rearview mirror returns
Jun 01, 2021
The call heard around Wall St., “can’t rise fast enough” and hot hospitality
May 28, 2021
An auto revolution, reopening buzz and inflation hits Main Street
May 27, 2021
Mining for gains, falling behind?, and DC enters the debate
May 26, 2021
Amazon under fire, too large to handle?, and burnout buildup
May 25, 2021
Buying the dip, running out of luck?, and the fight for 15%
May 24, 2021
Pandemic productivity boom, red hot housing and slash, substitute, swipe
May 21, 2021
A complicated relationship, Got milk?, and chopping the lumber
May 20, 2021
Diamonds in the rough, crypto crash and chips fall into place
May 19, 2021
The consumer comeback, teenage trading and crypto confusion
May 18, 2021
Massive Media Merger, Twitter’s Subscription Service and Cannabis Consolidation
May 17, 2021
Reading the reopening trade, digital nomads and a prescription for success?
May 14, 2021
New day, new outlook?, show me the (digital) money and small names, big gains?
May 13, 2021
Tech selloff takes hold, pump pain and summer of love (stocks)
May 12, 2021
Stocks sell off, Coinbase optimism and Colonial Pipeline hack hits gas supplies
May 11, 2021
The hunt for workers, not-so-energetic and stay-at-home habits
May 10, 2021
Goodbye tapering?, battle of the behemoths and what’s old is new again?
May 07, 2021
Spending (too much?) plan, offices & opportunities and the cardboard boom
May 06, 2021
“Transitory” debate, the future of work and Hayward makes a splash
May 05, 2021
Tech wrecked, Pfizer’s big beat and costs & Clubhouse
May 04, 2021
Calm before the storm?, pandemic plays and “self-driving money”
May 03, 2021
Following inflation, the auto tech puzzle and ‘primed’ for domination
Apr 30, 2021
Don’t rule out tapering?, fixing the chip shortage and full bloom(in)
Apr 29, 2021
The inflation situation, Biden’s big speech and “better than a lottery ticket”
Apr 28, 2021
The Fed’s inflation gamble, Stifel’s strong quarter and back in business
Apr 27, 2021
Keeping your cool, Silicon Valley surge and Tesla charges forward
Apr 26, 2021
Tax hike winner, crypto gets crushed and pay between paychecks?
Apr 23, 2021
Can Intel deliver?, Chipotle’s hot quarter and red-hot rentals
Apr 22, 2021
No dips to buy?, developing the vaccine and a big ransomware target
Apr 21, 2021
Apple’s big event, risk & opportunity and “J’s” to the rescue?
Apr 20, 2021
Bitcoin’s wild ride, the inflation situation and a “social audio” show
Apr 19, 2021
The highs keep coming, more runway ahead?, and a nationwide scheme
Apr 16, 2021
Special Episode: TechCheck – Capping off our Inaugural Week: an Exclusive with Airbnb CEO Brian Chesky, Jason Calacanis Weighs in on the Week in Debuts, The Reopening of Universal Studios Hollywood and so much more.
Apr 16, 2021
Follow the money, copper the new oil?, and an electric battle
Apr 15, 2021
Special Episode: TechCheck – The Coinbase Hangover, Bezos Speaks on the Amazon Union Vote, the AppLovin’ IPO, Where in the World is Jack Ma? And much more.
Apr 15, 2021
Coinbase’s big debut, and hunting for value
Apr 14, 2021
Special Episode: TechCheck – TechCheck Day 3
Apr 14, 2021
Vaccine Worries, a Shiny New Coin, and who owns your Vaccine Data?
Apr 13, 2021
Special Episode: TechCheck – TechCheck Day 2
Apr 13, 2021
Chips get chipped, third time’s a charm, and a race to the bottom?
Apr 12, 2021
Special Episode: Introducing CNBC’s TechCheck podcast
Apr 12, 2021
Feeling Hot, Crypto Takeover, and good news in the mortgage market
Apr 09, 2021
Elevated euphoria?, Viva Las Vegas and a new airline takes off
Apr 08, 2021
A Goldilocks economy?, “not just shelter-ins” and crypto flows climb
Apr 07, 2021
Reopening vs. stay-at-home, the great outdoors and the box office bounces back
Apr 06, 2021
The travel turnaround, stimulus & spending and the street loves Roblox
Apr 05, 2021
Who stays on top?, where the jobs are and returning to the office
Apr 01, 2021
Biden’s $2 trillion bet, the biggest market threat and hopping on the crypto train
Mar 31, 2021
Different this time?, a buyback bounce and a SPAC-tacular slowdown ahead?
Mar 30, 2021
Margin call meltdown, cracks in the market and the “disruptive” bet
Mar 29, 2021
Opportunities in the Tech Sector, Why Couches Are the New Toilet Paper and Demand is at an ‘11’
Mar 26, 2021
“Cheap hope”, Congress gets social and not all fun & games
Mar 24, 2021
The hot housing market, a ‘penny’ for your thoughts and an aviation situation
Mar 22, 2021
The dirty little secrets of Bitcoin, investors ignore Powell and a “picture perfect” controversy?
Mar 19, 2021
Tech vs. Treasuries, Bitcoin & Baseball and a retail refresh?
Mar 18, 2021
The Fed’s next move, a “fresh pick” and the impact of behavioral bias
Mar 17, 2021
Biden’s next steps, pot stocks light up and a hole in one
Mar 16, 2021
“Old school” get its day in the sun, could SPACs get whacked?, and all gassed up
Mar 15, 2021
The ride continues, from the NFL to NFT and too many “cooks” in the kitchen?
Mar 12, 2021
The Teflon market?, Bitcoin’s big year and under-the-radar plays
Mar 11, 2021
The tech & rate tango, the ‘contactless’ boom and not playing games!
Mar 10, 2021
Tech bounces back, all charged up and a social media snapback
Mar 09, 2021
Cyberattack challenges, no longer a threat?, and the road trip is “alive and well”
Mar 08, 2021
Follow the money, more pain to come?, and a role reversal
Mar 05, 2021
Out of favor?, media stock madness and the return of the trade
Mar 04, 2021
A bond “birthday”, beads & betting and the future of work
Mar 03, 2021
A “drunk man in the snow”, an electric shock and a serial SPAC-er?
Mar 02, 2021
New month, new gains, Bitcoin’s next move and the G.O.A.T. trade
Mar 01, 2021
Tech turmoil, “preparation buying” and hedge funds playing defense
Feb 26, 2021
Tech wreck, hot new research and time to sell Netflix?
Feb 25, 2021
A market reversal, Over-stocked?, and not-so-electric
Feb 24, 2021
A “long way to go”, EV battery demand gets a jolt and a crypto crash
Feb 23, 2021
A shot at cruising?, a Spring Squeeze and robot warehouses?
Feb 22, 2021
An economic temperature check, adding to the Chip Wreck and time to take Dogecoin seriously?
Feb 19, 2021
Robinhood’s DC debut, Miami embraces Bitcoin and the Texas Energy Nightmare
Feb 17, 2021
The Valentine Rally, Tech’s new battle and Reddit’s next target?
Feb 16, 2021
“Stuckflation”, banks under pressure and a beauty boom ahead?
Feb 12, 2021
Embracing Bitcoin, the “audio-only” revolution and Robinhood’s front door
Feb 11, 2021
A warning shot?, the commodity climb and “chip”-ping away at supply
Feb 10, 2021
Wall of winning, the $77B industry and a brewing worker battle
Feb 09, 2021
Priced for perfection?, an eyebrow-raising move and a unionization situation
Feb 08, 2021
A “SPAC” Attack, the restaurant recovery and the student loan perk
Feb 05, 2021
Playing catch-up, a wild ride and the new kings of ESG
Feb 04, 2021
Overstock CEO Battles Short-Sellers, Visa CEO on Consumer Growth and the Stock Markets’ New Driver
Feb 03, 2021
Stocks Surge, Positive Covid Milestone and MGM’s Mobile Gaming Bet
Feb 02, 2021
A Shiny new Bet, Making Room, and a White House Visit
Feb 01, 2021
A Wild Week for Markets, The Future of Robinhood, and Stand Down on Patents
Jan 29, 2021
Investors vs. Institutions, Washington’s message to Wall Street and a method to the madness?
Jan 28, 2021
Shifting sentiment?, gauging your “options” and earnings heavy hitters
Jan 27, 2021
Justified by earnings?, “brighter days ahead” and a housing market message
Jan 26, 2021
An earnings conundrum, the “pipe dream” and Bud bows out
Jan 25, 2021
The wage debate, a trading frenzy and let the games begin
Jan 22, 2021
“Casino mentality”, the money keeps flowing and a bad connection?
Jan 21, 2021
A triple play of catalysts, a runup into results and “revenge spending”
Jan 19, 2021
$7 trillion on the line, no looking, no problem and cybersecurity carveout
Jan 15, 2021
Bitcoin bounces back, a growing retirement crisis?, and a rare policy change
Jan 14, 2021
Inflation nation?, the vote begins and late to the party
Jan 13, 2021
Rising rate debate, red hot energy trade and powerful returns
Jan 12, 2021
Covid relief conundrum, social media showdown and buying the Bitcoin universe
Jan 11, 2021
The Bitcoin Boom, “an economic dud” and market disconnect
Jan 08, 2021
A chaotic and historic 24 hours on Capitol Hill
Jan 07, 2021
All eyes on Washington, vaccine challenges and PPP round 3
Jan 06, 2021
Here comes Georgia, Taper Tantrum 2.0?, and watching the money flow
Jan 05, 2021
Stocks tumble to start 2021
Jan 04, 2021
Covid concerns, breaking bottlenecks and distillers cheer new stimulus bill
Dec 31, 2020
A valuation revolt?, rise of the individual investor and a crude reality
Dec 30, 2020
To spend, or not to spend?, ‘Streets of Dreams’ and a touchdown for big tech
Dec 29, 2020
Stocks Soar on Stimulus, China Pressures Alibaba, and the New Real Estate Hotspot
Dec 28, 2020
What’s the deal?, stimulus winners and a unionization situation
Dec 23, 2020
2021 catalysts, can the hot housing market avoid a winter freeze?, and Apple’s big auto bet
Dec 22, 2020
Worries vs. Relief, the state of stimulus and from beaker to bulk production
Dec 21, 2020
All talk, no action?, a vaccine battle and a profitable IPO
Dec 18, 2020
Bitcoin’s New Record, Home Flipping May Be Flopping and Papa John’s CEO
Dec 17, 2020
Investors Await the Fed, Biotech’s Best Year Ever, and Robinhood Gets Sued
Dec 16, 2020
Triggering a sell signal, a fast food check-in and down & out on Main St.
Dec 15, 2020
The big rollout, vaccine bullishness and crude’s incredible comeback
Dec 14, 2020
“FANG” to FANG, a nationwide rollout and an all-cash movement
Dec 11, 2020
Airbnb’s big debut, the booking boom and an urban legend?
Dec 10, 2020
Opening the door, the next market catalyst and a 29-hour holiday party?
Dec 09, 2020
The FDA’s next move, $549 headphones and overly optimistic?
Dec 08, 2020
IPO frenzy, the “golden” girl and chips, rides and rock ‘n’ roll
Dec 07, 2020
Record Highs for Stocks, Grocers Prepare for Vaccine, and Pets, Pleas, and Pursuits
Dec 04, 2020
Do we have a deal?, warm weather woes and a Bitcoin tax hit?
Dec 03, 2020
A reversal of fortune, Musk’s warning to workers and what goes up…
Dec 02, 2020
A December to remember?, betting big on beauty and an early nod from Wall St.
Dec 01, 2020
Can the record run to continue?, Bullion vs. Bitcoin and battle for the retail crown
Nov 30, 2020
The hot housing market, delivery dilemma and a new retail reality
Nov 25, 2020
Dow rallies past 30,000 for first time ever
Nov 24, 2020
Medicine Monday?, the good & the bad, and Bitcoin’s huge backers
Nov 23, 2020
J.P.Morgan goes “negative”, the class of COVID-19, and a $5M TV timeout?
Nov 20, 2020
Time tug-of-war, a three-phase recovery and the Big Game goes cashless
Nov 19, 2020
The market “hand-off”, a trillion-dollar cushion and the “most disruptive generation ever”
Nov 18, 2020
Peak optimism?, the future of travel and Tesla joins the club
Nov 17, 2020
The stocks & the science, real estate reality and battle of the payment stocks
Nov 16, 2020
Economic ripple effect, how hot is too hot?, and a front row seat to the recovery
Nov 13, 2020
The big disconnect, a record virus surge and a “WFH” tax?
Nov 12, 2020
Another day, another rotation?, China’s tech takedown and return of the dividend payers?
Nov 11, 2020
A real rotation?, “One More Thing” and not so divided?
Nov 10, 2020
Stocks soar on vaccine developments, and America has a new President-Elect
Nov 09, 2020
Down to the wire, Muni Money and bulls still charging?
Nov 06, 2020
Still waiting for a winner
Nov 05, 2020
The Road to 270
Nov 04, 2020
Your money, your vote
Nov 03, 2020
Less than 24 hours to go…
Nov 02, 2020
A Wild Week, Redecorating Returns, and Social Media Mistrust
Oct 30, 2020
Earnings vs. Covid, Tech Titans Report, and Urban Flight Pain
Oct 29, 2020
The selloff continues, and Big Tech on Capitol Hill
Oct 28, 2020
Big beats/small moves, reading the charts, and a worried consumer?
Oct 27, 2020
Stocks sell off on virus surge, stimulus stalemate
Oct 26, 2020
Economic fact check, hot homebuilders, and a Barbie boost
Oct 23, 2020
A “mountain-shaped” market, Quibi calls it quits, and a commodities comeback?
Oct 22, 2020
Unused billions, a day (or 2) short, and can Tesla deliver?
Oct 21, 2020
DOJ sues Google, checking it twice and Hummer goes electric
Oct 20, 2020
From the old to the young, the great pickup shortage and M&A mania ahead?
Oct 19, 2020
Avoiding value traps, pressure on Big Tech and a tax holiday for private jets
Oct 16, 2020
Shaky Ground, Out of Fashion, and Goodbye Value?
Oct 15, 2020
Alphabet soup, treatment setbacks and Black Friday(s)
Oct 14, 2020
Apple’s big event, cash on the sidelines and a “JV” ETF
Oct 13, 2020
Three driving forces, retail’s mega-deal race and the future of live shopping
Oct 12, 2020
Trump Calls for More Stimulus, Energy’s Big Week, Launching a Business During the Pandemic
Oct 09, 2020
What’s the Deal?, Banking Bonanza, and a Muni Mess?
Oct 08, 2020
Stocks like Skinny, Eli Lilly’s Big FDA Move, & a Real Threat to Tech Titans?
Oct 07, 2020
Powell Gets Cautious, Coffee & Carne Asada and Spending Without a Stimulus
Oct 06, 2020
From Washington to Wall Street, When the Bill comes…, and Roll the Credits.
Oct 05, 2020
Investors react as the President tests positive for COVID-19
Oct 02, 2020
Tech Tries to Regain Footing, Recruiters are Bullish, and Stimulus Problem Solving
Oct 01, 2020
Special Episode | The News with Shepard Smith
Oct 01, 2020
Palantir Opens for Trading, Dallas Fed’s Kaplan on Dissent, What NOT to do in an Election Year
Sep 30, 2020
Covid Fears Weigh on Stocks, Strong Consumer Sentiment and the Value of “Nothing”
Sep 29, 2020
Key Deadline for Airlines, IPO-mania and Josh Brown’s Favorite Investing App
Sep 28, 2020
Introducing The News with Shepard Smith – Coming Soon
Sep 28, 2020
The stimulus debate, Palantir’s valuation continues to rise and Wall Street loves Draftkings
Sep 25, 2020
Tech Tumult, Stalled Stimulus and Tariff Tantrums
Sep 24, 2020
The Next Shape of the Recovery, Office Vacancies’ Long Game and the Street’s Battery
Sep 23, 2020
Kudlow on Stimulus, Lowering the Voltage, and a Make-or-Break Moment for Apple?
Sep 22, 2020
Markets Sell Off, What’s the deal with TikTok?, and Work-From-Home Winners
Sep 21, 2020
TikTok on the clock, a “post-pandemic reset” and the software surge rolls on
Sep 18, 2020
A real rotation?, the future of medicine and Snowflake is melting
Sep 17, 2020
Countdown to The Fed, a Facebook freeze and a red-hot Snowflake
Sep 16, 2020
Apple takes the stage, Buffett’s big data bet and is the worst behind us?
Sep 15, 2020
50 days out, airlines’ turbulent year and the battle for TikTok is over
Sep 14, 2020
Alive & Well, Apple’s App Store Move, and the Refi Boom
Sep 11, 2020
Struggling for direction, the read on realty and the NFL returns
Sep 10, 2020
Excessive Enthusiasm?, The C-Suite-Main Street Disconnect, and a Bright Spot for Restaurants
Sep 09, 2020
Beating the Market, Tesla gets snubbed, and how low can Apple go?
Sep 08, 2020
A topsy-turvy day, jobs report tea leaves and time to ditch growth stocks?
Sep 04, 2020
Market mayhem, a sector pulse check and Apple gone rotten?
Sep 03, 2020
Market momentum, where the jobs are & the ‘Jordan effect’
Sep 02, 2020
Here comes September, the individual investor boom and ESG under attack
Sep 01, 2020
The final luxury frontier, drama at the golden arches and a delicious new “SPAC”
Aug 31, 2020
Cracks in the Economy?, Electrifying Gains, and a Glam Slam.
Aug 28, 2020
Inflation calibration, the clock runs out and a historic moment for sports
Aug 27, 2020
Anxiously awaiting Powell, poised for a breakout and a looming career crisis?
Aug 26, 2020
An ETF shakeout, a software-fueled surge and housing too hot?
Aug 25, 2020
Apple’s Dow influence, a fast food hiring spree and a classroom calamity
Aug 24, 2020
Existing Home Sales Surge, A Decade to Dig Out for NYC, Hotel Headwinds
Aug 21, 2020
What’s Going on in California?, States Sue USPS, and Taco Bell’s Pandemic Revamp
Aug 20, 2020
Towering Timber, Trump the “Activist,” and Fanny Packs are Back!
Aug 19, 2020
Oracle enters the fray, an ‘epic’ injunction and priced to perfection?
Aug 18, 2020
Vaccine Stocks the Next Weed Stocks?, Robinhood is “unethical,” and “Tik” for Tat
Aug 17, 2020
A legal setback, the retail wreck and trade talks in limbo?
Aug 14, 2020
A standout stock, Apple’s fitness ambitions and private sector to the rescue?
Aug 13, 2020
What Harris means for Wall St., vertical veggies and a muni mess?
Aug 12, 2020
S&P Near All-Time High, How Safe is Russia's Vaccine? and the Fall of Fall Sports
Aug 11, 2020
Room for a compromise, TikTok is hot and the U.S-China fight moves to the cloud
Aug 10, 2020
No More Urgency?, The China Tech Takedown, and Learning Pod Problems.
Aug 07, 2020
July Jobs Lookahead, Facebook’s Hate Speech Hotline and Muni-versities at Risk
Aug 06, 2020
Buffett Buys Banks, Square Co-Founder Donates to Vaccine Research, from College Town to Ghost Town
Aug 05, 2020
The $600 Debate, Home Affordability at Highs, Retiring During a Pandemic
Aug 04, 2020
Microsoft in “TikTalks”, A Bond Market Message?, and Covid Drug Progress.
Aug 03, 2020
Big Tech’s Big Week, Jumbo Rate Jump, Pinning Gains
Jul 31, 2020
Title: Big tech on deck, the $600 debate and a helping hand in Las Vegas
Jul 30, 2020
Tech Titans on Capitol Hill
Jul 29, 2020
Outlook Gets Murkier, Exclusive Interview with the Pfizer CEO and Toll Roads to Save States?
Jul 28, 2020
Vaccine diversity, solar energy is hot, and a common thread?
Jul 27, 2020
Amazon’s Competition Issue, Fate of Major Cities, Record Low Rates
Jul 24, 2020
Trouble Brewing, Can Chipotle Keep Delivering?, and “A World of Hurt”
Jul 23, 2020
US Tension with China Flares, CEOs on Stimulus and ‘Contact’ Sports
Jul 22, 2020
Betting on a Comeback, Hitting the Brakes, and the Sneaker Trade.
Jul 21, 2020
Time running out, transport tea leaves and Amazon’s amazing run
Jul 20, 2020
The China Challenge, Netflix Shoots for the Stars, and The Kitchen Trade
Jul 17, 2020
Twitter hack attack, the pizza trade is still hot, and all in on value?
Jul 16, 2020
Stocks Surge on Vaccine Hopes, Alternative Reads of the Economy, Drive-Ins Drive Revenue
Jul 15, 2020
Optimistic vs. Overheated, Coronavirus Testing Turnaround and the Hot Pizza Trade
Jul 14, 2020
Betting on a bounce, Disney’s dilemma and traders love a bargain
Jul 13, 2020
A “new” bull market, Tesla’s electric run and trouble for TikTok
Jul 10, 2020
The Reopening Trade Fades, What’s Wrong with Wells?, and I.C.E Cold
Jul 09, 2020
Navigating the Volatility, The One Retail Name to Own and Bill Griffeth’s Rapid Fire Return
Jul 08, 2020
A Broken Record, Restaurant Reality, and Social Media Giants take a Stand.
Jul 07, 2020
Markets Defy Expectations, A New Rapid, Mobile Coronavirus Test and the PPP Recipient List
Jul 06, 2020
Searching for Direction, Restaurant Reality Check, and the Moderna Mystery
Jul 02, 2020
Vaccines the driver now?, Tesla Takes Over, and Real Estate Reality
Jul 01, 2020
Investing in a world with no guidance, Facebook faces backlash from advertisers and Boeing’s 737 Max gets back in the sky…for testing.
Jun 29, 2020
Reopenings Rolled Back, Mortgage Forbearances Rise & The growing Facebook Boycott
Jun 26, 2020
Under the Radar Plays, Four Economic Scenarios and Bowdoin College’s Back-to-Campus Plan
Jun 25, 2020
Stocks Tumble on Virus Worries, Doubts about Reopenings, and the Stay-at-Home Trade.
Jun 24, 2020
Stocks Too Overheated?, The $600 Debate, and How to Get Into College without SATs
Jun 23, 2020
Too Top-Heavy?, SEC Shuffle Winners, and the Great Covid Coin Shortage
Jun 22, 2020
Stocks Pare Gains on Renewed Coronavirus Concerns, Apple’s App Store Battle, “Follow the Yellow Brick Road”
Jun 19, 2020
What jobless claims are telling us, Nikola’s first analyst call, Fleeing to Florida, the economic hit from ‘Work From Home’
Jun 18, 2020
Powell’s Warning, Biggest Apple Bull, Vaccine by November?
Jun 16, 2020
Bulls vs. Bears, Covid Cases Spike, and 1999 all over again?
Jun 15, 2020
The Corporate Debt Threat, Restaurants’ New Reality, and Time to Buy Oil?
Jun 12, 2020
Finding Opportunities in the Market Sell-Off, Corning’s Vaccine Effort, The Day Trader Effect
Jun 11, 2020
The Fed’s Next Move, Kudlow on Fourth Round of Stimulus, Starbucks’ Strategy Shift
Jun 10, 2020
Sign of a Top?, The Tesla Rally, and Woes from Home.
Jun 09, 2020
The Rally Marches on, Reopening NYC, i-Search Ahead?
Jun 08, 2020
Jobs Shocker, Dow Powerhouses, and Mortgage Rates Spike
Jun 05, 2020
Can you Trust the Rally?, What’s Next for Muni Bonds, Retail Tenants Leave Rent Unpaid
Jun 04, 2020
Small Caps are the Next Big Thing, Healing America, IPO Comeback?
Jun 03, 2020
Markets Shrug Off Unrest, The Changing Retail Landscape and Facebook Employees’ Dissent
Jun 02, 2020
Wall of Worry, A Historic Launch, and “Just Don’t Do It”
Jun 01, 2020
U.S.-China Tensions, Trump vs. Twitter, and an Epic Housing Shortage.
May 29, 2020
Kudlow’s big rebound prediction, Shoppers Surprise, and Back-To-Work Bonuses?
May 28, 2020
Room to Run, the Race for a COVID-19 Antibody Drug, and the Most Underappreciated Risk
May 27, 2020
Hunting for Yield, the “Sharpest and Shortest” Recession, and HBO’s New Streaming Service
May 26, 2020
U.S. -China Showdown, Slow & Steady Wins, and “Some Good News.”
May 22, 2020
Housing One-Two Punch, Vaccine Safety, and Teflon Tech?
May 21, 2020
Growth Versus Value, Mansion Mania and the Future of Flicks
May 20, 2020
Next Phase of Relief, The Honey-Do List is the New Trend and the Banks Ripe for Buying
May 19, 2020
Coronavirus Hopes, Big Bets on Biotech, and Jordan Rules.
May 18, 2020
Stocks Slide, Genetics & Covid-19, and Keep the Middle Seat Open?
May 15, 2020
First Depression of our Lifetimes?, Reopening Malls, and Casinos of the Future.
May 14, 2020
A Long Winter Just Weeks Away from Summer? This University Will Have Students Back on Campus and the Supply Chain Moves Back to China.
May 13, 2020
Pricing in Negative Rates?, Unchartered Waters, and Surprise Forbearance.
May 12, 2020
Disney Reopens its Shanghai Park, China is Hacking Pharmaceutical Companies and Choice Hotels CEO on the Future of Travel.
May 11, 2020
Labor Secretary Scalia on April’s Record Job Losses, the Surprising Industries Still Hiring and What Will the Return of Sports Look Like?
May 08, 2020
A Wall Street Rally, Campus Conundrum, and Silicon Valley Layoffs.
May 07, 2020
Zero Visibility, PPP Problems, and a Path Forward for Autos?
May 06, 2020
Reopening Rally, WeSue, and What Should Disney Do?
May 05, 2020
Relief Rally Over?, Health vs. Jobs, and Crisis in Columbus.
May 04, 2020
Wall Street Selloff, Reopening Malls, and Musk “Downgrades” Tesla.
May 01, 2020
The Fed’s Money Moves, Apple’s Influence, and Small Biz Concerns.
Apr 30, 2020
Is the Rally for Real, Vindication for the Fed and The End of the Sharing Economy?
Apr 29, 2020
Consumer Confidence Crushed, The Street’s Only “Sell” Rating on Amazon and the College Cash Conundrum
Apr 28, 2020
Wall Street vs. Main Street, from Disease to Debt, and the College Cash Crunch.
Apr 27, 2020
Write Off Earnings?, the Wild, Wild West of testing, and the Office of the Future
Apr 24, 2020
Potentially Bad News for Gilead, Oil Tanker Boom & Housing Shock Ahead?
Apr 23, 2020
Stocks Bounce Back, Roadmap to Reopen, Chipotle’s New Normal.
Apr 22, 2020
Oil to -$100 per barrel?, Market Opportunities, and Help Needed.
Apr 21, 2020
The crude collapse, a retail reckoning and protest pressure
Apr 20, 2020
Stocks Rally, The Big Reopening Debate, and Alexa, do I have Coronavirus?
Apr 17, 2020
A Bevy of Bad News, Bail Everyone Out?, and Hitting a Ceiling
Apr 16, 2020
Stocks Sell Off, Tech Takes the Lead, and Testing Access Inequities?
Apr 15, 2020
Stocks Rally, The Reopening Debate, and Caught in the Middle.
Apr 14, 2020
: The Good, The Bad & the Ugly, Tougher to get a Mortgage, and a big Tech Collaboration.
Apr 13, 2020
Fed’s new $2.3T Program, No Magic Wand, and it’s all about the Math!
Apr 09, 2020
Stocks get a Boost, Small Biz Bailout, and the Streaming King.
Apr 08, 2020
Stocks Rally for 2nd Day, States swap Supplies, and Silicon Valley Layoffs.
Apr 07, 2020
A Massive Rally, a “Monumental Undertaking”, and the Zoom Backlash Grows.
Apr 06, 2020
The End of Record Jobs Growth, Stimulus Rollout, and a Tipping Point for Energy.
Apr 03, 2020
Record-setting jobless claims, a rally for stocks, oil surges and the race for a vaccine
Apr 02, 2020
Virus Worries Weigh on Stocks, Ramping up Testing Capacity, and a new Housing Reality.
Apr 01, 2020
A quarter to forget, economists slash GDP forecasts again, social distancing working?, and air travel plummets
Mar 31, 2020
50 million Job Losses Ahead?, Oil Plunges, Promising Vaccine News, and the Fed’s unintended Mortgage Mess.
Mar 30, 2020
Stocks Tumble, House Passes Historic Stimulus, and College Chaos.
Mar 27, 2020
Jobless Claims soar, a new Covid-19 test, and a new threat to malls.
Mar 26, 2020
A Stimulus Rally, Cracks in the Real Estate Market, and Big Bullish Calls.
Mar 25, 2020
A Massive Rally, Electronic Home Closings, and a 30% Drop in Q2 GDP?
Mar 24, 2020
Larry Kudlow bets on America, could oil go negative?, and some bullish calls amid the downturn.
Mar 23, 2020
The rally that won’t hold, the politics get harder, small caps – big hits, some companies are hiring, and Senator Kelly Loeffler defends her stock sales.
Mar 20, 2020
Recession Forecasts, Oil Rebounds, and no bottom in sight for airlines.
Mar 19, 2020
Exceptional Buying Opportunity?, Boeing’s Worst Month Ever, and Casino Crushed as Vegas Shuts Down.
Mar 18, 2020
Stimulus Progress, Restaurant & Retail Pain, and a potential Coronavirus Breakthrough.
Mar 17, 2020
Markets in Turmoil, Retailers closing stores, and Netflix may not be Coronavirus-proof.
Mar 16, 2020
A Market Rally, What Washington Needs to Do About Coronavirus, and the Housing Market Hit
Mar 13, 2020
Liquidity concerns, airlines get crushed, and no pandemic playbook.
Mar 12, 2020
Stimulus Proposals, Bank Executives at the White House, and Oil Patch Bankruptcy Worries.
Mar 11, 2020
A Wild Ride on Wall Street, Why Investors Could be in for Months of Pain, and Four Cancelled Conventions Could Spell Disaster for Illinois
Mar 10, 2020
A Historic Day on Wall Street, Oil Prices Plunge, and Record Lows for Yields.
Mar 09, 2020
A Wild Week on Wall Street, Getting to the Front of the Supply Chain Line, And Did the Fed Get it Right?
Mar 06, 2020
Another Market Sell-off, another record low for the 10-year, Southwest Airlines’ CEO on Coronavirus, and panic buying at the grocer.
Mar 05, 2020
Stocks rally, Airlines Grounded, Rushing to Refi, and Bloomberg bets on Biden.
Mar 04, 2020
The Fed Makes a Surprise Rate Cut, An Historic Low for US Bonds, and Regeneron CEO on the Hunt for a COVID-19 Treatment.
Mar 03, 2020
A Market Rally, One Commodity to Stay Bullish On, Coronavirus Supply Chain Disruption
Mar 02, 2020
Another Wild Day on Wall Street, Company Concerns, 3M Gears Up, and Protecting Your 401(K)
Feb 28, 2020
Special Episode | Squawk Pod: Warren Buffett & Berkshire 2.0; Market Sell-Off
Feb 28, 2020
A Whipsaw market, a crude collapse and shipping at a standstill.
Feb 27, 2020
Special Episode | Squawk Pod: Warren Buffett on Banks, Boards, & Scandal; Coronavirus Fears Hit Wall Street
Feb 27, 2020
Bulls & Bears Battle, an Economic Pandemic, Central Bank Conundrum, and Pain at the Ports.
Feb 26, 2020
Special Episode | Squawk Pod: Warren Buffett & Bitcoin; Virgin Galactic Chairman; Disney’s New CEO
Feb 26, 2020
Special Episode | Squawk Pod: Warren Buffett & Charlie Munger; Pain at the Ports; Resisting the Dip
Feb 25, 2020
The market sell-off continues, Larry Kudlow live, and are banks ready for the refi rush?
Feb 25, 2020
Dow drops 1000+ points on coronavirus fears, oil is in bear market territory, retail takes it on the chin.
Feb 24, 2020
Special Episode | Squawk Pod: Ask Warren Buffett
Feb 24, 2020
ViacomCBS plays cord-cutting catch up, SpaceX’s sky-high valuation and Nevada’s caucus calculator plan.
Feb 21, 2020
The biggest bank takeover since the crisis, the 2020 political ad problem and the fight for housing in California
Feb 20, 2020
A potential earnings warning, Bloomberg’s first debate, and Bed Bath & Beyond cluttered?
Feb 19, 2020
Apple warns about the coronavirus, the blue-collar jobs problem, Bloomberg leans left and Soros takes on Zuckerberg
Feb 18, 2020
A divided investor, a terrible investment, and Facebook’s flops.
Feb 14, 2020
Market Risks, Tesla’s Stock Offering, Mapping the Outbreak, and Bloomberg’s Meme-mentum.
Feb 13, 2020
Market rally, Coronavirus retail fallout, and a beyond belief drop.
Feb 12, 2020
Full ‘stream’ ahead, Coronavirus retail impact, and a resilient economy?
Feb 11, 2020
Coronavirus industry impact, L Brands nearing a deal, one indispensable stock, and who’s right on the Coronavirus…bonds or stocks?
Feb 10, 2020
The Labor Secretary weighs in on jobs, Anatomy of the Tesla rally, and the quest for a Coronavirus test.
Feb 07, 2020
Markets back at record highs, IPO whoa! and China tourism slowdown.
Feb 06, 2020
The Rally rolls on, Macy’s hunts for growth, Casper’s IPO, and a Tesla Bubble?
Feb 05, 2020
The Tesla Takeover, Chaos at the Caucus, Rough Seas, and Disney on Deck.
Feb 04, 2020
Markets and coronavirus fears, China downturn buying opportunities, Bloomberg’s bold tax plan and angry vegans.
Feb 03, 2020
A big Market Sell-Off, Transports tumble, Retail’s rough month, and Regeneron’s race to develop a Coronavirus drug.
Jan 31, 2020
Coronavirus market threat, Tesla’s big beat, Citi’s new advisor, and Altria’s Juul headache
Jan 30, 2020
Fed decision, Apple’s blowout quarter, Starbucks’ China worry, and Boeing’s CEO on earnings and the 737 Max.
Jan 29, 2020
Stocks rebound, Apple on deck, supply chain fallout, and is Harley running out of gas?
Jan 28, 2020
A market sell-off, three sectors and a company under Wuhan virus pressure, and the major risk facing professional sports.
Jan 27, 2020
A credit conundrum, Mike Bloomberg woos workers, Bungalow living, and an irrational bull market?
Jan 24, 2020
A rush into bonds, Goldman’s new message, The Coronavirus travel threat, and ShushDirectCLub?
Jan 23, 2020
Boeing CEO believes in the Max, Coronavirus’ global risk, Netflix’s changing view on ‘views’ and Bezos gets hacked…maybe.
Jan 22, 2020
A market warning, digital media mania, brewing up gains, and a scandal at Best Buy.
Jan 21, 2020
The trillion dollar horsemen, “Rapid Fire” with Andrew Yang, and the manufacturing crisis
Jan 17, 2020
A surprising slowdown in housing, the other side of the trade deal, and a fed-fueled rally?
Jan 16, 2020
Trump signs phase one, energy CEO on trade deal, Stitch Fix CEO sits down with Jim Cramer
Jan 15, 2020
Momentum mania, Greener Gains, SmileDirectClub’s big grin, and an exclusive interview with Pfizer’s CEO.
Jan 14, 2020
Risks to the rally, Boeing’s new CEO and an under-the-radar rally in payment stocks.
Jan 13, 2020
Risks to the rally, Boeing’s blunders, injectable vitamins, and so bad, it’s good?
Jan 10, 2020
Chamber of Commerce CEO grades the economy, under the radar buying opportunity, Uber founder’s latest venture and football hall of famer Terrell Davis’ Super Bowl pick
Jan 09, 2020
A sigh-of-relief rally, what’s next for Carlos Ghosn, a new player enters the meatless market, and is Grubhub looking for a buyer?
Jan 08, 2020
Tesla’s wild ride, hot homebuilding picks for 2020, Goldman’s retail revamp and meatless mania continues.
Jan 07, 2020
The Teflon Market, the Iran Cyber Threat, SmileDirectClub makes investors smile, and what ships, trucks and trains are telling us about the economy.
Jan 06, 2020
An escalation in Iran, the market’s sell off and a Fed President weighs in on their next move.
Jan 03, 2020
Banking profits, Doug McMillon’s Blowout 2019, Energy plays catch-up and new year, new drug price hikes.
Jan 02, 2020
2020 market Outlook, Sports Gambling in the New Year, Carlos Ghosn’s escape.
Dec 31, 2019
The overbought debate, 2019 was the year of the employee & the restaurant revolution.
Dec 30, 2019
NBR 12/27/19
Dec 28, 2019
NBR Announcement + Introducing "The Exchange" 12/27/2019
Dec 28, 2019