Stocks sink after Israel vows to retaliate against Iran following its missile attack over the weekend. We discuss the ramifications across energy and defense and what it means for US foreign policy. Plus, Netflix kicks off big tech earnings later this week. Morgan Stanley’s Ben Swinburne joins with the key numbers to watch and why he sees $1000/share in the not-too-distant future.
Rate Cut Timeline, Apple’s Core Issue, 3 Buys & A Bail: Boomerang CEOs 5/3/24
Less Hawkish Than Feared, No Labor Pains, Earnings Exchange: AAPL, HSY, NET 5/2/24
Fed Decision Countdown, Taylormade CEO on Tiger Woods, Earnings Exchange: Insurers, Zillow, DoorDash 5/1/24
A Hawkish Surprise, Amazon Earnings on Deck, Cloud Competition Heats Up 4/30/24
“Embrace Higher Rates” & Key Catalysts? 4/29/24
The Exchange 4/26/24
Not as bad as it seems? 4/25/24
“Great Opportunities,” Boeing Latest & Earnings Exchange 4/24/24
The Case for a July Cut & What Buyers Want 4/23/24
Buy the Dips?, Dented But Not Deterred, 3 Buys & a Maybe 4/22/24
Big Week Ahead, Sub-stantive Concern?, Top Airline Analyst on Earnings 4/19/24
No Cuts, No Problem?, Buy Now, Pain Later? & Supply Chain Winners 4/17/24
Catalysts & Concerns, REITs & Risks, Rates & Housing 4/16/24
Tracking the Sell-off, The VC View, Box CEO Aaron Levie 4/12/24
Adam Neumann Exclusive, Underestimating Apple?, Great Setup for Markets 4/11/24
Sticky Inflation Situation, Nvidia Defying Gravity?, Google’s Chip Shot 4/10/24
Beyond Mega Caps, Banking on Tech, Travel Trade Exclusive 4/9/24
Fed’s Hawk Talk, Yellen in China, Solar Eclipse Countdown 4/8/24
Stronger (Jobs Market) For Longer?, Retail Bargain Buy, Miami’s Billionaire Buyers 4/5/24
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