Rate Cuts and the Rally 4/5/24

Scott Wapner and the Investment Committee discuss another key week for stocks with Apple and Amazon reporting and a Fed meeting looming. Plus, Adam Parker of Trivariate Research calls in to explain why his firm’s view has changed its market view. And later, a Call of the Day on Apple, Tony Sacconaghi putting a rare buy rating on the stock, the desk debates this move.  Investment Committee Disclosures

Listen to the Street’s top investors get to the heart of the action as it’s happening and help set the agenda for the rest of the day.Investment Committee Disclosures

Courtney Reagan and the Investment Committee navigate today’s pullback in the market as signs of a slowing economy and Meta’s meltdown slams stocks.  Plus, the Committee give you their pullback playbook. And later, the desk discusses some earnings movers and how you should trade them. Investment Committee Disclosures

Scott Wapner and the Investment Committee debate big tech’s big moment with Meta kicking off earnings for the heavily owned group. Plus, the committee discuss stocks that are moving in their portfolio. And later, the Investment Committee the earnings setup for the big names reporting this week.  Investment Committee Disclosures

Listen to the Street’s top investors get to the heart of the action as it’s happening and help set the agenda for the rest of the day.Investment Committee Disclosures

Scott Wapner and the Investment Committee debate the losing streak for stocks and the big week ahead. Plus, the Committee is making some major moves in their portfolio, they call in with the details. And later, the desk gives you their earnings setup for the week.  Investment Committee Disclosures

Brian Sullivan and the Investment Committee discus the road ahead for your money with the S&P 500 on track to close out its worst week of the year. Plus, we’ve got a Trade Alert, Stephanie Link is buying more SLB, she explains why. And later, some major deal talks surrounding Paramount, shareholder Jim Lebenthal calls in with his strategy.  Investment Committee Disclosures  

Scott Wapner and the Investment Committee debate the state of the tech trade with the Nasdaq tracking for its sixth down week in the past seven. Plus, Powers Advisory Group President, Founder & Managing Partner Matt Powers joins the Investment Committee to discuss his newest dividend stock buys. And later, Stephanie Link is adding to her position in Las Vegas Sands and D.R. Horton, she calls in with the details. Investment Committee Disclosures

Scott Wapner and the Investment Committee debate the new reality for stocks as higher rates for longer becomes the accepted baseline. Plus, a big Call of the Day on Apple, Maxim Group calling the stock “Dead Money,” the Committee debate it. And later, Bryn Talkington and Steve Weiss debate what to do with Tesla. 

Scott Wapner and the Investment Committee discuss the higher for longer playbook as elevated rates continue to weigh on stocks. Plus, the Committee share their latest moves in the market. And later, we cover some Calls of the Day on Uber, GE Vernova and General Motors. Investment Committee Disclosures