ICYMI: There is a massive rotation going on the stock market, out of growth and into cyclical value. We have been writing and speaking about it for months. It is not hard to identify… just look at the largest market cap company in the world, Apple (AAPL) down...
I joined my fellow CNBC Fast Money panelist Guy Adami and our friend Danny Moses (who you may know from The Big Short) on another episode of our podcast, On The Tape. This was a really special episode and we’d love to hear what you thought about it. If...
Yesterday, shortly before noon, I filmed my weekly In The Money segment with Fidelity Investments. Click below to watch and see my notes below the video: Here are my notes from yesterday’s show: Macro: The stock market is battling two competing forces, quicker...
Yesterday, on a new Twitter handle that will be curated by me and Guy Adami, @_TradingSpaces, I posted a chart on Micron (MU). This morning, the company pre-announced a better than expected quarter and I tweeted this: $MU: positive pre-release was expected, or at...
I wanted to tell you about a new project that I’m really excited about. Guy Adami and I were just added to Twitter Spaces. For those of you who don’t know, Twitter Spaces is their Clubhouse competitor, letting users start or listen in on live, ephemeral...