After this week’s Consumer Price Index (CPI) came in hotter than expected, I break down how awful the report was and why it puts the Fed in a difficult position to begin cutting interest rates.
Turning to earnings, Daniel highlights what’s behind the incredible moves in Uber (UBER), and Lyft (LYFT). And why Upstart (UPST) plunged over 15%.
I have some fun with JPMorgan covering Coinbase (COIN) since Jamie Dimon hates Bitcoin… And explain why TV’s talking heads are wrong about NVIDIA (NVDA).
This may surprise you, but I share why NVDA is cheaper today than it was 6 months ago.
Disney (DIS) is back in the news as activist investor Nelson Peltz continues to fight for board seats. I admit, I’ve had a change of heart and share my thoughts on Peltz’s recent interview, and why I would be all-in if I were a DIS shareholder.
SEC chair Gary Gensler was on CNBC yesterday bashing Bitcoin once again… Daniel and I talk about why this is a good thing. We also reveal a perfect stock for investors who want to leverage Bitcoin.
Plus, a huge rant on gold.
Finally, we share this week’s Dollar Stock Club pick, an incredible hotel/casino operator who is executing a shareholder-friendly strategy perfectly.
