U.S. Rare‑Earth Dependence Gives China Leverage Over Iran
"There is only one ring in the world that Trump would ever kiss and its Xi's" @pboockvar on America's reliance on Chinese rare earth materials and how it could facilitate an end to the conflict in Iran https://t.co/MTKk4iotX0
Market Overbought, China Leverages Rare Earth, Fed Stuck
New pod out now in your feed with @pboockvar of @onepointbfg 🎙️ 📈 $SPX Historic Overbought Levels 🌏 China's Rare Earth Leverage 🏦 The Fed Is Handcuffed 💸 Earnings Season Reality Check YouTube: https://t.co/yWlMWCAHQN Apple: https://t.co/wIEDo0aYUq Spotify: https://t.co/ohRdssY3kS
AI Disruption Won’t Hit All SaaS Companies Equally
Claude Code & AI disruption will not impact software companies equally 🤖 @DivesTech thinks buying downbeat SaaS names might just be the biggest "ghost trade" of his career 💻 https://t.co/C1b1iQA5na
IGV Approaches Critical Level: SaaSpocalypse Might End
Is the SaaSpocalypse now over? @GuyAdami looks at the $IGV as it nears a key technical level https://t.co/gVmI3oOtYO
Debt Woes Could Spark Bond Market Revolt, Says Wilson
"If we don't find a way to grow out of the debt problem, the bond market will revolt... but I just don't see that right now." 🎙️ Morgan Stanley CIO Mike Wilson https://t.co/6SRBAtt9a2
No Recession or Excess Leverage—Credit Cycle Remains Safe
What actually kills a credit cycle? Recession or too much leverage. Neither condition is in place right now according to Morgan Stanley CIO Mike Wilson 🎙️ https://t.co/rdsmLpLKIt
Chinese Stocks Offer Undervalued Upside, Says Strategist
🇨🇳📈 Are investors underestimating the potential upside in Chinese equities? @LizThomasStrat dives into the risk/reward setup on MRKT Call https://t.co/hKMhhCNpDm
Honest Risk Management Is Rarer than Market Hype
It's easy to find people pounding the table on any trade, any asset, any market. What's harder to find? Honest risk management. There's a reason we talk about the downside. Just look around, bagholders are everywhere. https://t.co/iN7JpxtIGx
Nasdaq Options Cheap as Volatility Drops Ahead of Earnings
📈 Nasdaq options are cheap. The market just doesn't know it yet... Vol is on the decline right as earnings season heats up. $NDX $VXN https://t.co/fV5qBDe52C
Nasdaq‑100 Leads, Not Nvidia, With Software Upside
"This is the main event for the Nasdaq-100, not Nvidia." With $MSFT earnings on deck + $IGV showing signs of life. The next 15-20% in software could be to the upside. 🎙️ Dan Nathan & @GuyAdami on MRKT Call https://t.co/m7qiCbM5wb
Guy Adami Would Overhaul FAA Regulations
✈️ If @GuyAdami was put in charge of the FAA he'd be making some changes... https://t.co/Zu6PPQyL3B
Charts Reveal Which Banks Will Lead Earnings Season
📈Banks kick-off earnings season this week, what are the charts saying about who is poised to outperform? @CarterBWorth joined Dan Nathan & @GuyAdami on MRKT Call to break it all down $BKX $C $BAC $JPM https://t.co/pR2yVXQsON
Charts Reveal Market Strength Despite Negative Headlines
The headlines are negative, the market seems to be doing okay, but what are the charts saying? Dan, @GuyAdami & @CarterBWorth are LIVE on MRKT Call at 11am ET! WATCH: https://t.co/LPowoIp1fi https://t.co/OgfszATc4x
QCOM May Be Undervalued Gem Amid 24% Drop
"Nobody is giving this stock any credit whatsoever." $QCOM is down 24% YTD, trading at 13x earnings, with analysts barely above current price. Is this a hidden gem hiding in plain sight or a value trap? Dan & @GuyAdami go 'bottom-picking' on...
Supply Chain Disruptions Are Permanent, Not Temporary
"Once it's over, things don't go back to normal." The LNG facility in Qatar alone will take 3 to 5 years to rebuild Fertilizer, helium, chip supply chains are all disrupted The strait is a chokehold with no alternative route. This isn't transitory. 🎙️...
Momentum Trade Drives Market Rotation, Says Sonders
The momentum trade is the ROTATION🔁 🎙️ @LizAnnSonders joins @GuyAdami on the latest RiskReversal pod https://t.co/tBWFON4NpS
Prefer Long XLP Over Volatile Bounces, Says Carter Worth
"I'd rather be long this than the other things that have had impetuous bounces and that are likely to have to give back some or all of the bounce." 🎙️ @CarterBWorth gives his $XLP take on MRKT Call with @GuyAdami https://t.co/rV5CrDFynU
AI Landscape Shifts: Anthropic Soars, Apple at Crossroads
New Okay, Computer out now with @munster_gene 🎙️ 🤖 Anthropic's explosive growth 🏆 The Mag Seven split 😬 Microsoft's AI problem 🍎 Apple's make-or-break moment 🚀 SpaceX = Sovereign AI YouTube: https://t.co/4qhGDlLvAK Apple: https://t.co/Gug3ByWZVL Spotify: https://t.co/KtQugqbwFw
AI Trade Still in Its Early, Second Inning
"Objectively if you look at what the latest data points... I think that it's still pointing that we're early." 🎙️ @munster_gene of @deepwatermgmt on why we're still in the 'second inning' of the AI trade https://t.co/CelFQ10qmk
Investors May Miss Out If Private Credit Crisis Fails
Are investors at risk of being caught offsides if the private credit doomsday doesn't happen? @verrone_chris joins Dan & @GuyAdami on MRKT Call https://t.co/oSdxqJeUWx
Chris Verrenon
ICYMI: @verrone_chris swung by MRKT call this morning with Dan & @GuyAdami 🎙️ WATCH: https://t.co/pzHBghGVk6 https://t.co/h1ZqY8gJbX
IPO Floodgates Open: Are Public Markets Ready?
The IPO floodgates are opening... are public markets ready? @dee_bosa and @rowspace_ai CEO @mlmanapat join the latest RiskReversal podcast 🎙️ YOUTUBE: https://t.co/WLgIALJPZq APPLE: https://t.co/CPDqFmTWcx SPOTIFY: https://t.co/b7YRXVBW3L https://t.co/yNbXyO1K9r
Live Data Deep Dive with Chart Master Carter Worth
We're LIVE looking past the headlines and looking at the data with the Chart Master himself @CarterBWorth 📊 WATCH: https://t.co/A8YHNJp9zT https://t.co/yqRC7qzRZK
Most Can't Beat Market; Use Simple Index Strategy
You're probably not going to outperform the market. Neither are most professional fund managers. @DanGreenhaus on the simple investing framework most people should be following📈 $SPY $QQQ https://t.co/LysvwfB3iJ
Valuations Drop 12% Even as EPS Expectations Rise
📊 Valuations are down 12% while EPS expectations are up @DanGreenhaus breaks down the market math nobody is talking about 🎙️ https://t.co/T03CfonYMo
Upcoming Bear Market Looms After CapEx and ROI Struggles
"If something goes wrong on the CapEx front, on the investment front, on the ROI front, you pick it. The entire market, bonds, credits, structured products, etc... I don't want to say we're in for a world of hurt, but there...
Ceasefire Secures Higher, Long‑Term Oil Price Plateau
"Let's just say on Friday we sign a cease fire and all hostilities cease. We are not going back to 60 bucks (per barrel). There's going to be a geopolitical risk premium built into the price of oil... You will...
Investors Should Re‑Think Oil Strategies Amid Geopolitical Shifts
🎙️@DanGreenhaus, Chief Strategist at Solus Alternative Asset Management, joined Dan on the RiskReversal Podcast to discuss oil, geopolitics, and what investors should actually be doing right now. Watch or listen here⤵️ YouTube: https://t.co/4oDI4jZCtw Apple: https://t.co/be7tLqYBWD Spotify: https://t.co/D2BFT1cN2q
Top Ten Nasdaq 100 Stocks Drive Half Market Performance
The top 10 names in the @Nasdaq 100 make up 50% of the weight but they've also been driving all the performance 📊 Dan & @GuyAdami look at fractional share investing & Big Tech market concentration on MRKT Call 📺 https://t.co/tORW9KfOxg
AI Search Eliminates Clicks, Threatening Traffic for All
No clicks. No links. No traffic. AI search doesn't send you anywhere. Think about what that means for travel sites, ecommerce, media, and consumer research. 🎙️@jrichlive of @notablecap joins Dan Nathan on Okay, Computer. https://t.co/upDLGkWPA6
New “Okay, Computer” Episode Covers AI Race, Tech Investments
We have a new edition of 'Okay, Computer' in your feed now with @jrichlive of @notablecap 🎙️ 🤖 State of the AI Race 🚧 Hardware & Infrastructure Buildout 💻 Software Sectors to Buy 💸 Private Credit Cracks YouTube: https://t.co/B2joLLvVlF Apple: https://t.co/tStqaQZbnk Spotify: https://t.co/OmbpjEAkD3
Gold and Miners Face Upside Gaps to Fill
"There are a couple gaps on the upside that need to be filled... that might have been a decent low for a period of time here in gold and the gold miners." 🎙️@GuyAdami | $GLD $GDX https://t.co/ZVXyArkxOD
Interest Rate Hikes Pose Bigger Threat Than Oil Prices
"We're focused on and worried about the rise in oil prices, but it's the rise in interest rates that can actually have a broader negative impact on the global economy..." 🎙️ @pboockvar, CIO @onepointbfg https://t.co/JjvKGO6Kfq
Energy Crisis, AI Trade Shift, Rate‑Cut Uncertainty Discussed
The latest RiskReversal Podcast is out now with @pboockvar, CIO @onepointbfg🎙️ 🛢️ Is an Energy Crisis REALLY Priced In? 🤖 The End of the AI Trade As We Know It 🏦 Central Banks In Rate Cut Purgatory YouTube: https://t.co/qZocsifWUV Apple: https://t.co/8JgV8fbnuh Spotify: https://t.co/0G4Q2iLDO2
Volatility Becomes an Asset When You Master It
📈 #Volatility is not a dirty word when you know how to use it... Kevin Davitt, Head of @Nasdaq Index Options Content, joins Dan Nathan & @GuyAdami on MRKT Call https://t.co/4z3jGYKguV
Private Credit Systemic Risk Fears Are Pure Nonsense
Fears of systemic risk in private credit are "just absolute nonsense" according to Jason Thomas, Head of Global Research and Investment Strategy @OneCarlyle Full pod out now with Jason, Dan Nathan & @GuyAdami 🎙️ https://t.co/0D9pdKUCGy
Large and Small Caps Show Strong Earnings Growth Differently
According to @Nasdaq, large caps and small caps are both seeing strong earnings growth — but for very different reasons. @GuyAdami and @DanNathan discuss on today's @mrktcall https://t.co/Q95mKW3icS https://t.co/dgdG2u5mGW
Oil Prices Surge, Volatility Spikes Ahead of Live Market Call
Lots to chat about this morning with oil surging and vol spiking 🛢️📈 MRKT Call is LIVE at 11 am ET with Dan & @CarterBWorth 📺 WATCH: https://t.co/6sahpHh8D9 https://t.co/mAD77jkCZv
VIX May Signal Short-Term Market Bottom, Says Adami
Is the VIX showing signs of a short-term market bottom? 🎙️@GuyAdami on the correlation between the $VIX & $SPX https://t.co/BIswcB9QAe
Nvidia Chips Generate $8‑10 Economic Ripple per Dollar
"When I look out over the next two, three years, a ripple effect for every dollar spent on $NVDA chips, there's an $8-10 multiplier across software and infrastructure" 🎙️ @DivesTech joins Dan on the latest Okay, Computer. https://t.co/kyBad40Wln
AI Spending Cemented, Driving Multiplier Effect Across Tech
AI spending isn't a debate anymore, it's cemented. @DivesTech on the multiplier effect across software, infrastructure and data centers 💻🚧 https://t.co/TC1BjQAHtv
Live MRKT Call: Japan, Jobs, and $JETS Insights
New week, new MRKT Call with Dan, @GuyAdami & @CarterBWorth We're talking Japan, Jobs and $JETS LIVE at 11am ET over on YouTube ⤵️ https://t.co/7WiuWoxeXK https://t.co/5yktisUdAm