Stocks & Coffee with the StockGeek Travis the StockGeek
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- Business
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A hedge fund pro breaks down daily stock market news, fundamental stock analysis, company earnings reports, and macroeconomic outlooks to help you make better investing decisions
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Permabears Get Clicks But Realists Make Money - Jun 29, 2023
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
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Housing Market Resilience - June 23, 2023
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?
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Could CAVA be the next Chipotle? - June 8, 2023
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
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Debt Ceiling Relief - June 1, 2023
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
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Nvidia's Incredible Quarter - May 25, 2023
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
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Connect with me on Twitter: @stockgeektv -
Debt Ceiling Crisis? Tech Stocks Don't Care - May 18, 2023
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
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Check out my FREE hedge fund playbook course: stockgeek.tv/free
Connect with me on Twitter: @stockgeekTV