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2809 episodes

The Yield Curve After Jobless Claims & PPI Reports Release

The PPI or Producer Price Index data today came in significantly lower than expected. "The stock market will respond positively to the report. The Jobless Claims numbers were in line with expectations. Currently, I am watching the yield curve as it would indicate a 50 BPS or 75 BPS interest rate hike. Investors saw a bearish peak in the stock market in June," says Dan Deming.

12m
Aug 11
Single-Stock ETFs On TSLA, AAPL, COIN Positions

Tesla (TSLA), Apple (AAPL), and Coinbase (COIN) stocks are part of GraniteShares short and leveraged single stock ETFs listed on the Nasdaq. "This new category reflects the evolution of the ETF market from broad index solutions to the ability today to take targeted positions on individual stocks. Historically, access to leverage on single companies has been the domain of specialists such as Hedge Funds. GraniteShares has removed a key access barrier by making such exposures available on exchange as ETFs, giving sophisticated investors the opportunity to express high conviction views in a transparent, accessible way," says Will Rhind.

6m
Aug 11
Fed Can Afford To Be Aggressive & Control Inflation Now

"The stock market today rallied after the CPI report was released. The core year-over-year CPI is unchanged from last month. This means that there was a change in inflation, but it is not going lower. The Consumer Price Index will not deter the Federal Reserve in its form. The Federal Reserve can afford to be aggressive and control inflation now," says Bob Iaccino.

14m
Aug 11
Jerome Powell As The Next Arthur Burns Or Benjamin Strong

"The CPI number is all that matters. Fed chair Jerome Powell has a choice of becoming the next Arthur Burns or Benjamin Strong due to the U.S. fiscal situation. The Federal Reserve is in a delicate time as they need to fight inflation, but they cannot overdo it and have U.S. tax receipts roll over," says Luke Gromen.

11m
Aug 11
Why Slowing Growth Does Not Support The Conclusion Of A Recession

Garrett Melson notes that broad measures of slowing growth do not support the conclusion of a recession. He says the rally from June lows is what you'd want to see for a soft landing, as the robust July jobs report likely means another 75bps hike is in the cards. Melson also mentions that multiples have certainly re-rated to a tighter policy backdrop.

7m
Aug 11
Wynn Resorts (WYNN) Posts Sales Decline In 2Q Amid Macau Turmoil

Panelists Dan Wasiolek and Ed Butowsky recap Wynn Resorts' 2Q earnings, as revenue missed estimates amid ongoing weakness in Macau. Butowsky has a target price of $100, as the Las Vegas business is fairing well relative to 2019. But he notes big debt payments in 2024 and 2025 are looming largely. Wasiolek has a $104 fair value estimate on shares, as Macau demand remains anemic but long-term, he remains constructive on the casino operator.

8m
Aug 10
Ralph Lauren's (RL) Strong 2Q Despite Robust International, North America Growth

Tom Nikic and David Swartz recap Ralph Lauren earnings, following the retailer posting a beat on top and bottom line. Morningstar's Swartz maintains a 4-star, $122 fair value rating, as the company overcome virus-related closures in China and inflation impacting its consumers. He notes its guidance was primarily lower due to a strong U.S. Dollar. Wedbush's Nikic maintained a neutral rating, advising for some caution despite robust North America growth.

6m
Aug 10
Positioning A Portfolio For Inflation, Geopolitical Uncertainties, Covid, Supply Chain Risk

Brett Gottlieb notes we're now facing the uncertainty of China and Taiwan, Covid-19, Russia and Ukraine, inflation, and supply chain. He breaks down the rally following the CPI print, and advises to stick to a plan if you have one, making minor changes and still keeping an eye out for good opportunities.

6m
Aug 10
How Akamai Technologies (AKAM) Is Poised To Benefit From Cloud, Cybersecurity Growth

Panelists Ivan Feinseth and Kevin Green talk takeaways from Akamai Technologies earnings, when the company reported lower 2Q profit but higher revenue. Feinseth says further upside exists, and continues to recommend buying at current levels. He believes Akamai remains well-positioned to benefit from growing cybersecurity threats. Green predicts its cloud business could take over as their largest segment in the mid-term.

6m
Aug 10
Wedbush Maintains Outperform Rating On Unity Software (U) With A $70 Price Target

Wedbush's Michael Pachter looks at the move higher in Unity Software following losses that were less-than-feared. Wedbush maintained its outperform rating on the the shares with a $70 price target. He noted Unity is likely to meet the high-end of its FY22 guidance, with significant top-line growth for several years. The company recently also entered into an agreement with China Mobile and Alibaba amid Applovin's $20B bid for the software company.

7m
Aug 10
Why Array Technologies (ARRY) Gained 29% During Wednesday's Session

Kevin Green discusses the daily overlooked stock, looking at Array Technologies, which is a manufacturer and supplier of solar tracking systems. Its trackers allow one motor to drive multiple rows of solar panels, by selling its products to engineering, construction, and procurement firms that build solar energy projects.

5m
Aug 10
Flywire (FLYW) CEO On 2Q Revenue Gaining 53% From A Year Ago

The CEO of Flywire Mike Massaro joins Market On Close to discuss the company's 2Q earnings and the 12% gain in reaction. The company reported better-than-expected sales results, although missing on bottom-line, and guided higher for 3Q and FY22. Massaro outlines the need for industry-specific billing, payments, and reconciliation software, reflected in its 53% Y/Y jump in revenue. 

7m
Aug 10
It's Time For Investors To Reduce P/Es Before Market Does

Sean O'Hara gives his market outlook, noting how stocks have tumbled due to inflation and the Fed's recent response. He says many stocks have looked increasingly expensive relative to earnings, and it's time for investors to reduce PEs before the market does for them.

7m
Aug 10
Health Of The U.S. Consumer: Inflation Slowing Spending

"Inflation is slowing consumer spending. 2 out of 3 Americans have taken steps to save due to price increases. People are delaying discretionary and big ticket purchases," says Claire Tassin. "High-income shoppers are absorbing inflation costs, middle income shoppers are finding ways to save, and low income shoppers are delaying purchases," Tassin adds.

5m
Aug 10
Earnings Alert: Coinbase (COIN) As Selloff Was Already Priced In

Coinbase (COIN) earnings report indicated -$4.98 in EPS and $802.6M in revenue, missing the estimates. The COIN stock price dropped following the news. "Coinbase (COIN) bar is low as a selloff was already priced into the stock. Investors should wait for the Coinbase (COIN) earnings call as that could solidify a move to the upside or downside," says Kevin Green.

4m
Aug 10
Pubmatic (PUBM) CEO On Earnings & Growth Opportunities

PubMatic Inc. (PUBM) provides a cloud infrastructure platform that enables real-time programmatic advertising transactions. The platform provides monetization for publishers that leverages design, machine learning, and data processing capabilities. PubMatic (PUBM) CEO Rajeev Goel weighs in on the earnings report that indicated $0.23 in EPS and $63.03M in revenue, beating earnings.

6m
Aug 10
Marcus & Millichap (MMI) CEO On Earnings & Commercial Real Estate Demand

Marcus & Millichap (MMI) is an investment brokerage company for commercial real estate that offers real estate investment brokerage and financing services. Marcus & Millichap (MMI) earnings report indicated $1.04 in EPS and $395.96M in revenue, beating the estimates. Marcus & Millichap (MMI) CEO, Hessam Nadji weighs in on the impact of rising interest rates on commercial real estate demand.

9m
Aug 10
CPI Report Likely Will Determine The Fate Of The Stock Market Rally

"Upcoming CPI report may determine the fate of the summer stock rally. Wall Street seems to be siding with the argument that we are not in a recession. If inflation slows, the Federal Reserve may sit on its hands. If a recession is coming, markets could revisit June lows," says David Scranton.

7m
Aug 10
Coinbase (COIN) Blackrock Partnership As Validation To Enter Finance

"Coinbase (COIN) partnership with Blackrock is another massive endorsement by becoming established as another financial services industry. More institutional investment houses will be accelerating their own efforts," says Greg Johnson. Owen Lau weighs in on how crypto regulations would impact Coinbase (COIN). Oppenheimer has an outperform rating on the COIN stock with a $90 price target.

7m
Aug 10
Semiconductor Stocks' Cyclicality Amid Shortages: NVDA, MU

"Semiconductor stocks are cyclical. The current cycle is that there were shortages. Nvidia (NVDA) is centered around gaming and consumer spending, but data centers performed better. Ironically both Nvidia (NVDA) and Micron (MU) saw technical resistance before their earnings announcements," says Bill Baruch. Nvidia (NVDA) says that 2Q revenue is expected to be $6.7B, which is down 19% sequentially.

7m
Aug 10
Stock Market Consolidating Amid Upcoming Economic Data

"Two CPI prints and another jobs report stand between now and the next interest rate decision. The Federal Reserve has made it clear that price pressures remain uncomfortably high. The Fed keeps a 75 basis points rate hike on table for September and increases the potential duration of the rate hiking cycle," says Rob Fleming. Fleming also weighs in on growth stocks being rejuvenated even in a bear market.

6m
Aug 10
Wage Inflation Amid Shift From Luxury To Necessity

"Wage inflation can be separated into high school and below versus bachelor's degree and above. This can be telling that companies are shifting toward necessity versus luxury," says Paul Wankmueller. "Investors thought that the bottom of the stock market had to be related to the spike in the VIX, which did not occur. If companies will increase the cost of their goods, their employers will need to be paid more to afford those goods," Wankmueller adds.

12m
Aug 09
Making The Hybrid Work Model Work, Post Covid: IWG, WE

As workers return to the office, there are a variety of models employers are using to bring employees back to a new normal. Mark Dixon CEO of International Workplace Group is an expert in the "Hybrid" model. His company IWG, provides co-working offices around the world.

7m
Aug 09
CPI & PPI Economic Reports In Focus This Week

"In a data dependent environment for the Federal Reserve, the inflation and jobs numbers are important. The jobs report is encouraging them to continue tightening. Both the Consumer Price Index or CPI and Producer Price Index PPI are in focus this week," says Michael Zarembski. He also weighs in on the crude oil and gasoline prices.

11m
Aug 09
DigitalOcean (DOCN) CFO On Solid Earnings & Operating Margins

DigitalOcean (DOCN) earnings report indicated $0.20 in EPS and $133.9M in revenue. DigitalOcean (DOCN) is an American infrastructure provider organization that provides developers, startups, and small size businesses with cloud infrastructure-as-a-service platforms. CFO Bill Sorenson weighs in on DigitalOcean (DOCN) repurchasing approximately 10 million shares through repurchase programs. The DOCN stock price is up more than 15% this month.

9m
Aug 09
Volatility Is Insurance For Your Portfolio, Participate While It's Cheap

"The focal point last week was the July jobs number and this week is the CPI. Unless the CPI number is way off, it will not help the Federal Reserve make decisions. Volatility is cheap and investors should participate in this type of insurance," says Scott Bauer. Bauer also weighs in on interest rates and the U.S. Dollar price.

9m
Aug 09
Highly Competitive Employment Market With Workers In Control

What impact did inflation have on the recent Employment Situation report? "Hiring and retention are struggles for small to midsize businesses in this highly competitive employment market. We continue to see an expansion of the workforce as many companies are increasing head counts. Workers are taking advantage and are selecting jobs with better pay, benefits, and flexibility" says Joe Galvin.

6m
Aug 09
Overlooked Stock: Corteva (CTVA)

Corteva (CTVA) is an agricultural unit of DowDuPont prior to being spun off. The Corteva portfolio of brands incudes Closer, Delegate, Pioneer, and Brevant Seeds. Corteva (CTVA) is an agricultural chemical and seed company. Recently, JPMorgan upgraded the CTVA stock to overweight from neutral.

6m
Aug 09
Crude Oil Price Gets Back Above $90

"Free markets are forward looking as the crude oil price gets back above $90. Supply and demand is the driving force of crude oil. The $90 price could be a technical support level. Forward looking, we need to monitor Taiwan and the slowed down Chinese economy," says Chris Robinson. Robinson also weighs in on the recent strength in the gold price.

7m
Aug 09
Inflation At Peak? Consider Threshold Portfolio Rebalancing

"If you are not rebalancing your investment portfolio or using calendar rebalancing, consider threshold rebalancing. Tighter thresholds typically result in less volatility. Stay true to strategic asset allocation while employing modest tactical leanings. The stock market will improve before sentiment recovers," says Michael Lepore. "Inflation remains high though we are likely at or near peak. We are likely to experience a period of either modest contraction or slow growth. Sentiment is more negative than the economic and market environment dictate. The biggest risk is that we scare ourselves into a bigger slowdown than the circumstances merit," Lepore adds.

7m
Aug 09