VIDEO: Fed, Oil and AI Are the Key Market Forces
Why we’re following where capital is flowing.
VIDEO: Higher Energy Prices, Consumer Trade-Down and What It Means for the Portfolio
Why we’re focusing on Warsh’s comments and the updated SEP, not today’s expected rate hike.
VIDEO: Inflation Pressures and Wednesday’s Fed Decision
Why earnings expectations are once again on our risk radar screen.
VIDEO: How We’re Positioning the Portfolio for the Fed, AI and Rising Yields
Plus, more on our decision to further increase our cash position.
VIDEO: Kicking Off September With the Schwab Network
There are challenges ahead, but we’ll be watching for Portfolio opportunities.
VIDEO: Looming Updates That Could Move 3 Key Positions
The reason why we’re focused on this week’s inflation and wage growth data.
Video: What to Know About Nvidia’s Earnings and Meta’s $17 Billion Settlement
A big day for NVIDIA and Meta. In this interview, we discuss everything you need to know about recent news from these two mega-cap companies.
Video: Sticky Inflation, AI Chips and Apple’s Foldable
We’re waiting on Nvidia as chip competition intensifies.
VIDEO: Drone Market Opportunity With Matternet CEO Andreas Raptopoulos
Exploring how autonomous drones are poised to transform the delivery market.
VIDEO: Explaining Our Broadcom, Costco Moves
Plus, here’s what the retail split says about the U.S. consumer.