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What's really moving these markets

China’s problems are only beginning

Today's show examines the economic disaster unfolding in China, including the latest ugly economic data… the crashing yuan… the real estate collapse… and how investors should play the situation. Plus, what to expect from Nvidia's (NVDA) earnings report next week.

3 rules for knowing when to sell a stock

Fear can overwhelm our logic… especially when deciding whether to sell a stock. Having a set of rules can help keep you from making fear-based decisions. Here are some guidelines for knowing when it's time to exit a position.

This ticking time bomb could spike inflation

Two major retailers missed earnings—here's why one stock is surging while the other is dropping… The latest CPI data looks positive—but one critical data point suggests inflation will spike again soon… Plus, this stock will benefit from higher-for-longer inflation.

3 Big Tech leaders to buy… and 3 to avoid

What's behind Moody's bank downgrades? … The biggest risks right now… Which tech stocks are worth buying—and which ones you should avoid… What to watch out for as we head into an election year… And the strategy that beats dividends.

Why Fitch was right to downgrade the U.S.

The ugly reality behind Fitch's credit downgrade… Why we’re in a much worse situation than during the 2011 downgrade… And the silver lining in the downgrade. Plus, why automakers refuse to face the truth about electric vehicles.

Microsoft’s warning about AI

No one cares about the Fed's rate hikes—and that’s a mistake… Why the market is at a turning point… Alphabet's best quarter in over a year… Microsoft's AI warning… And the one Big Tech stock to buy ahead of earnings.

How to fix the 60/40 portfolio

The 60/40 portfolio is dead. While stocks are still the best way to make long-term profits, bonds no longer provide a safe, profitable counterbalance. Fortunately, there's a better alternative to bonds in the classic 60/40 portfolio.

Commodities are starting a new bull market

Why AT&T and Verizon are sinking… Why a Fed rate cut would be bad… The forgotten sector with a ton of upside… Why are stocks rising as earnings decline? … And how to play the new commodities bull market.

The cold, hard truth about what the Fed must do

This month's CPI will boost the markets—but next month will be more alarming… The Fed's next steps for 2023… What to watch this earnings season… The biggest risk in this market… And the sector with the best opportunities.

Dividend stocks are dead

What to expect from interest rates this year... A slowdown is coming... Dividend stocks are dead... We'll soon see a rotation into small caps... Oil investors shouldn't worry about a recession... And how to play crypto's bullish turn.