Why the markets are ignoring the PPI… Moderna's (MRNA) fall from grace… Proof of AI's upside… Is Dave & Buster's (PLAY) a buy? … These "boring" companies are the new growth stocks… And a trade opportunity on a tech darling.
Why inflation is surging… Will the Fed cut rates this year? … 4 sectors to play high inflation… Why big banks will thrive—and how to profit from the upside… Plus, China's economy is in worse shape than most people think.
Why the Fed could start hiking rates again soon… Sam Bankman-Fried will get a hefty sentence—but it won't stick… And the collapse of the Francis Scott Key Bridge will send serious shockwaves throughout the economy.
The biggest IPO of the year happens today—and Nvidia, Intel, and Apple are scooping up shares… The Fed's inflation battle is about to get tougher… Today's high valuations have nothing to do with fundamentals… And a play on higher-for-longer inflation.
Why the latest Consumer Price Index (CPI) data doesn't show what's really happening with inflation... The numbers the Fed should focus on instead... Why there's more pain ahead for the stock market... And two sectors Frank is still bullish on.
