I start today’s show with a rant on SPACs and why the SEC is a f***ing joke…
The Wall Street Journal just ran an article about the end of the SPAC era—and why the SEC is happy about that.
If you’ve been listening to this podcast (or following my work) for even a short amount of time, you already know I think SPACs are some of the most destructive investment vehicles ever devised.
Earnings season is in full swing.
Yesterday after the bell, Tesla (TSLA) reported its quarterly results. On yesterday’s show, I predicted the electric vehicle (EV) leader would easily beat analysts’ estimates… But I was dead wrong.
I explain why TSLA is in big trouble… and why it doesn’t deserve to be a member of the “Magnificent Seven” anymore.
Healthcare company Humana (HUM) also reported awful earnings—sending the stock down over 10%. I share why HUM’s results baffle me… and why its entire board of directors should be fired.
Next, I break down IBM’s (IBM) solid results… and whether I would buy the stock at current levels.
Cloud company ServiceNow (NOW) is trading at all-time highs after posting impressive earnings. I share a major prediction on how artificial intelligence (AI) will impact the tech space over the next few years… and what that means for its workforce.
Gross domestic product (GDP) for the fourth quarter (Q4) came in higher than expected this morning. Daniel and I dig into the numbers… and why they’ll make it harder for the Fed to cut rates.
While the markets are trading near all-time highs, conditions are incredibly dangerous right now. I highlight several risk factors that could quickly take down your portfolio… and the best way to protect yourself.
Next, Daniel and I discuss the Chinese government’s moves to stimulate its economy and boost its stock market. And this week’s Dollar Stock Club pick is a great way to play the situation.
I end the show with a major geopolitical prediction that should scare the crap out of you.