As geopolitical tensions rise, digital warfare has become the new front line. We will discuss why Cybersecurity stocks are becoming the "Utilities" of the 2026 economy—providing essential, recession-proof revenue.Today's Stocks & Topics: Skyworks Solutions, Inc. (SWKS), Market Wr ...Show more
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The "Cyber" Supercycle: The New Utility
As geopolitical tensions rise, digital warfare has become the new front line. We will discuss why Cybersecurity stocks are becoming the "Utilities" of the 2026 economy—providing essential, recession-proof revenue.Today's Stocks & Topics: Skyworks Solutions, Inc. (SWKS), Market Wr ...Show more
The Iran Escalation: The "Strait" Jacket on the Economy
With tensions boiling over, we will analyze the nightmare scenario of a Strait of Hormuz closure—a move experts warn could instantly spike oil by $20/barrel and reignite US inflation just as the Fed pivot begins.Today's Stocks & Topics: Comcast Corporation (CMCSA), Market Wrap, R ...Show more
CPI Day: The "Sticky 3%" Problem
Tuesday’s inflation report is out. We will discuss why the "Last Mile" of the inflation fight is proving impossible for the Fed to win without breaking the labor market.Today's Stocks & Topics: SkyWater Technology, Inc. (SKYT), Old Republic International Corporation (ORI), Petrol ...Show more
Emerging Markets: The 2026 Value Play?
With US stocks at record valuations, we will analyze the case for Emerging Markets (EM) as the contrarian "value play" of 2026, driven by a potentially weaker dollar.Today's Stocks & Topics: Bright Horizons Family Solutions Inc. (BFAM), Market Wrap, Celestica Inc. (CLS), Micron T ...Show more
Housing: The "Lock-In" Thaw
With mortgage rates stabilizing near 6%, there are early signs that the "lock-in effect" is breaking, potentially bringing much-needed inventory to the Spring 2026 market.Today's Stocks & Topics: Micron Technology, Inc. (MU), Market Wrap, Southern Copper Corporation (SCCO), STAG ...Show more