The Rally’s Next Leg 06/04/24

Brian Sullivan and the Investment Committee discuss stocks are record highs as another key inflation report shows that prices continue to cool. Plus, the desk reveal some major portfolio moves they’ve been making. And later, the Committee debate the latest Calls of the Day. Investment Committee Disclosures

Scott Wapner and the Investment Committee discuss the rising market as Micron and China-related names surge.  Plus, Bill Baruch calls to share what he’s doing with Micron and the rest of his portfolio. And later, the Committee discuss the latest Calls of the Day on Tesla and On Holding. Investment Committee Disclosures

Scott Wapner and the Investment Committee debate the road ahead for the Tech Trade. Plus, the desk discusses the latest Calls of the Day. And later, Bill Baruch joins us with his most recent Options trade on Micron. Investment Committee Disclosures

Scott Wapner and the Investment Committee debate the record run for stocks as the bull market sees major inflows. Plus, the Committee reveal their latest portfolio moves. And later, the desk discusses the latest Calls of the Day. Investment Committee Disclosures

Scott Wapner and the Investment Committee discuss stocks hitting new record highs and the post rate cut playbook. Plus, Steve Weiss making some moves in his portfolio, he reveals what he’s selling. And later, the  committee debate the latest calls of the day. 

Scott Wapner and the Investment Committee talk to BMO’s Brian Belski, the new biggest bull on Wall Street with a $6100 price target for the S&P 500. Plus, we’ve got a Chart of the Day on Nike, down 20% YTD and the CEO stepping down yesterday.  The desk debates how to trade the name. And later, a Call of the Day on Paypal, the committee reacts to Amazon partnering with the payment processor. Investment Committee Disclosures

Frank Holland and the Investment Committee discuss the record rally following yesterday’s historic rate cut. The Committee share their latest moves.  Plus the desk debates the latest calls of the day. And later, gold nearing all-time highs, the committee discuss how to play the soaring commodity. Investment Committee Disclosures

Frank Holland and the Investment Committee debate what the Fed will do with rates and how will it affect the market. Plus, the Committee makes some major portfolio moves ahead the Jerome Powell’s speech. And later, the desk discusses the latest calls of the day. Investment Committee Disclosures

Scott Wapner and the Investment Committee are live in Huntington Beach, California at the Future Proof Conference to discuss the market ahead of tomorrow’s fed decision. Plus, the committee making some portfolio moves, they share the details. And later, CNBC’s Tanaya Macheel joins us to discus the future of crypto trading.  Investment Committee Disclosures

Melissa Lee and the Investment Committee discuss the Dow hitting a new all-time high ahead of this week’s critical fed decision. They debate whether we’ll see a 50 basis point cut. Plus, Apple iPhone pre-orders are not hitting their targets, it’s our Chart of the Day. And later, the desk debates the latest calls of the day. Investment Committee Disclosures