Morning Market Brief
In this morning market brief, Lawrence Fuller explains that a three‑day streak of stock declines is driven by rising long‑term Treasury yields, with the 30‑year hitting 5.2%—its highest level since 2007. He argues that higher rates depress growth‑stock valuations but also create a rare window to buy long‑duration Treasuries, especially zero‑coupon strips, which could deliver up to 30% gains if rates fall by 100 basis points. Fuller also sees upcoming opportunities in equities during a summer pullback, and anticipates lower gold and silver prices due to a strong dollar, suggesting selective buying when yields stabilize. He recommends keeping 15‑30% cash to stay flexible for these summer investment chances.
Tom Lee: The Market Can Climb Higher—But Expect Turbulence | #630
In this episode, Tom Lee, co‑founder of Fundstrat Global Advisors and former J.P. Morgan chief equity strategist, discusses why the U.S. equity market can still climb higher despite the backdrop of war, record‑high oil prices and a new Federal Reserve...
Thursday - May 14, 2026
In this mid‑week Dividend Cafe briefing, host Brian Seitel reviews a broadly positive market backdrop—Dow up 370 points, S&P 500 up 0.7%, Nasdaq up 0.9%—while noting modestly higher 10‑year Treasury yields hovering around 4.48%. He highlights the boost from $202 billion...
Inflation Data, War News Could Dominate Week Ahead
The Schwab Market Update for Monday, May 11, highlighted a quiet start to the week, giving investors time to digest the strong April jobs report that showed 115,000 new jobs and a steady 4.3% unemployment rate. Upcoming key data includes...
Wednesday - May 6, 2026
In this 7‑minute Dividend Café market commentary, host Brian Seitel reviews a strong market follow‑through driven by lower oil prices, positive earnings surprises, and better‑than‑expected private payroll data. He highlights that the Dow, S&P 500, and Nasdaq posted notable gains,...
Does This Market Rhyme with 1926, 1928 or Even 1929?
The episode reviews the latest market turbulence driven by escalating tensions in the Persian Gulf, which have spiked oil prices and boosted the U.S. dollar, while U.S. equities show mixed reactions to AI hype and recent earnings. Key corporate updates...
Morning Market Brief
In this Morning Market Brief, Lawrence Fuller highlights the Nasdaq and S&P 500 hitting all‑time highs, driven by a strong rally in small‑cap stocks and upbeat earnings. He breaks down the latest economic data—Q1 GDP at 2%, personal spending up...
Apple Results Mulled as Earnings Parade Continues
The Schwab Market Update highlighted the aftermath of a blockbuster earnings week featuring Apple, Alphabet, Amazon, Meta, and Microsoft, noting that Apple beat forecasts with 16% revenue growth and a strong services segment, while Meta’s stock fell despite revenue gains...
Wednesday - April 29, 2026
In this episode of the Dividend Cafe, host Brian Seitel reviews a mixed market day marked by a dip in major indices, rising bond yields, and a surge in oil prices driven by Middle East tensions and the UAE’s exit...
The Cognitive Dissonance Is Getting Painful Here.
The episode focuses on the escalating tension between global energy markets and risk sentiment, driven by the Iran‑U.S. standoff over the Strait of Hormuz and its impact on oil prices. Host Boyd highlights record U.S. diesel exports, rising Brent and...
What’s News in Markets: Persian Gulf Oil Damage, Defense Stocks Under Fire, AI Revivals
The episode reviews the week’s market moves, highlighting record highs for the S&P 500 and Nasdaq driven by strong tech earnings and AI demand, while energy stocks surged as the Persian Gulf conflict threatens oil supply. Brent crude jumped about...
SaaSpocalypse NOW. Also, Massive Earnings and Central Bank Week Ahead.
The episode dissected the volatile market moves on April 24, 2026, focusing on the SaaS sector’s sharp sell‑off after ServiceNow’s earnings miss and broader AI‑related concerns that rattled names like Adobe, Workday, and Palantir. Hosts highlighted contrasting winners such as...
Stocks Still Near Records Despite War Concerns
In this Schwab Market Update, host Keith Lansford reviews the market’s resilience near record highs despite heightened Middle‑East tensions and rising oil prices, noting that short‑term sentiment is overly bullish and could prompt a pullback as the Magnificent Seven report...
Tuesday - April 21, 2026
In this episode of the Dividend Cafe, host Brian Seitel reviews a down day in the markets, noting the impact of the Iran‑U.S. tension on oil prices, inflation expectations, and rising Treasury yields. He highlights stronger‑than‑expected March retail sales, pending...
Another Bite at the Apple
The Reuters Morning Bid episode covers three main stories: tech stocks remain resilient despite escalating US‑Iran tensions and a looming cease‑fire deadline, Fed Chair nominee Kevin Warsh faces a tough congressional hearing focused on his independence and balance‑sheet views, and...