US economic data continues to look resilient despite the risks of more Fed hikes; Airbnb and US travel are doing just fine despite bogus claims of an Airbnb rental collapse
---
Connect with me on Twitter: @stockgeekTV
The housing market and US economy remain surprisingly resilient despite jawboning from the Fed about higher rates; Homebuilder stocks and big tech stocks are still looking quite strong despite a pullback in the Nasdaq this week; Will there be a cage match between Elon Musk and Mark Zuckerberg?
---
Check out my free Hedge Fund Playbook course: stockgeek.tv/free
Connect with me on Twitter: @stockgeekTV
Stocks remain resilient despite worries about liquidity, the Fed, and the economy; Next week the CPI report and Fed meeting could usher in more volatility; the SEC goes after crypto exchanges; I take an in depth look at greek food chain CAVA, which is aiming to IPO this summer
---
Check out my free Hedge Fund Playbook course: stockgeek.tv/free
Connect with me on Twitter: @stockgeekTV
Markets move higher after a debt ceiling resolution that doesn't force austerity on the economy; AI remains a hot theme in the market and the Fed remains a key risk; Energy and retail stocks are lagging but could the OPEC+ meeting change the trajectory?; Uranium is a unique bright spot in the current market this week
---
Dive deeper into stock investing with my free course: stockgeek.tv/free
Connect with me on Twitter: @stockgeekTV
Breaking down the shockingly good numbers and guidance for Nvidia, which is seeing its stock price rise another 25%+ today; The debt ceiling crisis is moving closer to a climax; Retailer earnings are a mixed bag; Stocks are holding up despite a rise in bond yields and a hawkish Fed, but mainly due to bright spots in the tech sector
---
Want to dive deeper into investing? Check out my free hedge fund playbook course: stockgeek.tv/free
Connect with me on Twitter: @stockgeektv
Tech stocks in the NASDAQ, especially Nvidia, continue to rip higher despite the prospect of a US government shutdown in June or July due to the debt ceiling; Yields are on the rise as well but stocks are still bullish; Walmart is a bright spot in a muted retail sector; Energy remains weak
---
Check out my FREE hedge fund playbook course: stockgeek.tv/free
Connect with me on Twitter: @stockgeekTV
A recap of earnings season, the banking crisis, interest rates & inflation, the Fed, and more. Stocks and the economy have been resilient but will that continue? And what areas might be interesting to go digging for stock picks?
---
Check out my free Hedge Fund Playbook course at stockgeek.tv/free
Worries over the banking system have abated (for now at least). Big banks and regional banks report earnings this week and JPM is a big winner while everyone else is reporting deposit outflows. Inflation is still cooling but the market expects the Fed to keep hiking rates in May despite rising recession fears. Could investors be underestimating the debt ceiling fight as well?
---
Feedback or suggestions? Give me a shout on Twitter @stockgeekTV
And for more investing content check out my free investing newsletter: travisdevitt.com
Recapping what's happened in markets in the first quarter of 2023, including large cap stock strength, bank and real estate stress, worries over CRE and the US dollar, the Fed, interest rates, AI, and more
---
Sign up for my weekly investing newsletter: travisdevitt.com
Reach out to me on Twitter: @stockgeekTV
Contagion fears are spreading to European banks, with Credit Suisse in particular under heavy scrutiny; Inflation worries are starting to shift into concerns about the overall economy; the energy sector sees a big selloff as crude inventories rise more than expected
---
Interested in receiving my weekly personal newsletter? Sign up at travisdevitt.com
Questions or feedback? Find me on Twitter @stockgeektv
Silicon Valley Bank, a top 20 US bank by total assets, will be taken over by the FDIC. A bank run caused deposits to flow out leaving SIVB with losses on its bond portfolio and ultimately a capital shortfall. I discuss why I think this issue is unique to SIVB among top 20 banks in the US. The Fed will likely be forced to put more aggressive rate hikes on hold, although a key CPI report next Tuesday could alter the picture
Stocks bounced last week as yields quieted down; AI continues to be a hot theme; Steel prices rip higher with Chinese economic improvement; All eyes on Chairman Powell's congressional testimony and the jobs report later this week
Recapping market action over the past couple of weeks as strong economic data pushes up bond yields and pushes down stocks
CPI comes in slightly above expectations, leading to ups and downs in stocks; The lagged shelter component of inflation will remain a problem through the spring but will the market look past it? Palantir rises after its first GAAP profitable quarter despite near term margin headwinds; An activist may be building a position in SHOP but I don't like the current valuation
Stocks start the week with solid gains ahead of the big January CPI report that comes out tomorrow morning; Is Norfolk Southern at risk of a big liability related to its train derailment and chemical spill (the market does not yet think so); The yield curve inversion signals concerns about recession but that could be many months away; MNDY pops after robust revenue growth guidance; FSLY spikes higher on an analyst price target upgrade; FIS sinks after issuing weak 2023 guidance;
LYFT stock crashes after a weaker than expected quarter and pulling its 2024 profit target; Paypal reports solid numbers and guides to strong 2023 earnings per share growth; Expedia reports a mixed quarter but thinks its stock is a good value; Russia cuts crude exports, helping US energy stocks; US stocks experience a tough week overall; A significant CPI inflation report looms large next Tuesday
Sign up for my investing newsletter here: https://travisdevitt.com/
Disney's Bob Iger is back to attempt a transformation including cost cuts and a possible dividend reinstatement; Applovin sees advertising stabilizing; Tesla keeps chugging along ahead of March 1st Investor day; Affirm sinks after merchant numbers decline; Weekly jobless claims tick up; Germany inflation remains elevated;
Google falls on concerns that Microsoft's embrace of chatGPT within Bing and the Edge browser will cause Google Search to los market share and profitability; NEWR soars on earnings; CVS officially announces acquisition of OSH; MANU may be acquired by the Qataris; UBER delivers a strong earnings report while LUMN and CPRI deliver ugly earnings reports
BBBY announces a very dilutive capital raise to try to avoid bankruptcy liquidation; Chegg doesn't see an impact from ChatGPT but the stock falls anyway; CVS reportedly nears a deal to acquire Oak Street Health for 10 Billion; Meme stocks take a breather; The market awaits Fed Chairman Powell's speech
Sign up for my weekly investing newsletter here: https://travisdevitt.com
Stocks are taking a step back after strong employment data last Friday; Blue Apron hasn't set a Q4 earnings date yet which could mean something is happening behind the scenes with the company; Some AI stocks remain hot
Sign up for my weekly investing newsletter: https://travisdevitt.com