Jan 30, 2024
Dan and Corey begin the show by discussing evidence that we're still in a bear market. They bring up equal-weight indexes fizzling out since December, the now "Magnificent Six" tech stocks still dominating, and the possibility of a decade long sideways market.
After, contrarian trader Jason Shapiro of digital...
Jan 29, 2024
Dan and Corey kick things off by discussing Argentine President Javier Milei's incendiary speech at the recent World Economic Forum in Davos, Switzerland. They start by quoting some passages from it and covering the main themes – from the negative consequences of government intervention to potentially abolishing the...
Jan 17, 2024
Dan and Corey kick off the show by discussing car-rental company Hertz selling one-third of its electric-vehicle ("EV") fleet and planning to reinvest in gas-powered cars. They talk about the reasons for this move, why EVs might not be a popular choice as rentals, signs that oil and gas companies are still thriving,...
Jan 8, 2024
Dan and Corey begin the show
by discussing Disney. They cover the company's
ongoing
proxy battle with Nelson Peltz,
its recent deal with activist investor ValueAct Capital,
the
negative impacts of its
"wokeism," the new Star Wars director's controversial
past
comments, and whether the stock
is worth buying today....
Jan 3, 2024
Dan Ferris and Corey
McLaughlin kick the episode off by reviewing their list of Top
10
Potential Surprises from 2023
and seeing if any of the surprises materialized. Included in
this
list was what could happen to
the S&P 500 Index, meme stocks GameStop and AMC
Entertainment, inflation,
bitcoin, mortgage rates, and gold....