The Health Sector’s Fear Factor… And The Last Fed Decision of 2024 12/13/24

The Health Sector’s Fear Factor… And The Last...

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Is the Tech Slump Here to Stay?… And Opportunities Outside of Software 6/26/26

A rough week for Big Tech as investors shy away from AI and memory stocks. Deepwater Asset Management’s Gene Munster lays out why the AI trade may not be dead and how investors can navigate the tech sell-off. Then, why investors might find better returns outside of the software t ...  Show more

Micron and Memory Vs. Everyone Else… And What’s Sparking a Bitcoin Sell-off? 6/25/26

Micron surging on the back of its earnings report but leaving hardware stocks worse for wear. The impact on device makers like Apple, Microsoft, and Dell, and if the memory surge is crowding out the rest of tech. Plus, where is AI heading after a rough week for tech? One Point BF ...  Show more

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Robert F. Kennedy Jr. has promised to streamline what he calls a bloated health bureaucracy. Job cuts at the FDA, CDC and NIH this week saw pharma stocks drop and raised concerns about the country's readiness to fight health threats like the measles outbreak. On this episode of R ...  Show more

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The big things you need to know: First, 2Q earnings season wrapped up with downward pressure on 2026 sector EPS forecasts & Small Cap operating margin forecasts. Second, following Friday’s news that the US Court of Appeals for the Federal Circuit had ruled against the reciprocal ...  Show more

Call the shots: vaccine cuts imperil global health
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America’s health secretary, RFK Jr, is known for his opposition to vaccines, particularly mRNA jabs, that have the potential to treat a large swathe of diseases. Slashing funding will have long term implications beyond America. Our correspondent visits Britain’s biggest and newes ...  Show more

Call the shots: vaccine cuts imperil global health
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America’s health secretary, RFK Jr, is known for his opposition to vaccines, particularly mRNA jabs, that have the potential to treat a large swathe of diseases. Slashing funding will have long term implications beyond America. Our correspondent visits Britain’s biggest and newes ...  Show more