The Dow dropped over 200 points and the Nasdaq snapped a 6-day win streak after Fed Governor Chris Waller suggested the central bank may be slower to cut rates than investors hoped. We dig into the warning and what it means for the markets this year. Plus biotech coming off a banner year for M&A and one top analyst says there may be more to come in 2024. Jefferies Michael Yee lays out his top picks.
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The Great Rate Shock, and What Other Companies Should Merge? 9/21/23
Get Ready for “Higher for Longer” and the Full Cost of the Labor Strikes 9/20/23
Countdown to Fed Decision, and Digging in on Instacart’s First Day 9/19/23
Are Rates and Stocks Really Disconnected? And Cathie Wood’s Latest Investments 9/18/23
Stocks Sell Off Into the Weekend, and Charting Netflix’s Next Move 9/15/23
Energy Hits Year’s Highs and the Deal Disney May Be Looking to Make 9/14/23
Netflix’s Big Ad Warning, and Counting Down to ARM’s IPO 9/13/23
Countdown to CPI and the Latest Threat to Apple in China 9/12/23
Disney & Charter End Their Spat, and China’s Latest Campaign Against Apple 9/11/23
RH Sends a Warning Sign on the Consumer, and Putting a Number on the Shrink Problem 9/8/23
Could China’s Crackdown Go Beyond Apple? And Just How Big Can the Weight Loss Market Get? 9/7/23
Fast Money - 9/6/23
Rates Rise and Homebuilders Sinks, Plus the MedTech Stock Getting Skinnier, Thanks to the Weight Loss Drug Boom 9/5/23
The Old Tech Stocks Learning New Tricks, and the Stock That’s Been a “Terrible Embarrassment” For One Trader 9/1/23
Dollar Store Doldrums, and Pot Stocks Light Up for a Second Straight Day 8/31/23
Is Nvidia Stock Actually Undervalued? And the Insurance Impact of Hurricane Idalia 8/30/23
Does Drop in Rates Give the Green Light for Stocks? And Grayscale Takes a Big Step Forward in its ETF Journey 8/29/23
What Secy. Raimondo’s China Trip Will Mean for U.S. Relations with Beijing, and Is the IPO Pipeline Opening Back Up? 8/28/23
Yields rise on rate hike comments 8/25/23
Fast Money 8/24/23
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