What the markets needs is a sustained reversal in the 10-year, says NorthmanTrader’s Henrich
Sven Henrich, NorthmanTrader founder and lead market strategist, joins ‘TechCheck’ to discuss what happens now in equities, how far the Federal Reserve goes to raise interest rates and more.
Read More »‘Semiconductors are actually trading at a discount right now,’ says Bespoke’s Paul Hickey
Paul Hickey, Bespoke Investment Group co-founder, joins ‘TechCheck’ to discuss what the beginning of Tuesday’s trading is telling him, what led Hickey to look at the semiconductor market and the companies in the ‘anti-metaverse’ category.
Read More »Crypto struggles to decouple from stocks as equity markets sell-off
CNBC’s Kate Rooney reports on what has gone wrong for cryptocurrencies.
Read More »‘We like Big Tech stocks like Amazon and Apple right now,’ says Needham’s Laura Martin
Laura Martin, Needham senior media and internet analyst, joins ‘TechCheck’ to discuss why she has a buy rating on Amazon, Apple and Alphabet, why investors can’t hold cash and what would make Martin even more constructive on Netflix.
Read More »Market will be more focused on free cash flow and profits, says fmr. Uber CBO
Emil Michael, former Uber chief business officer, joins ‘TechCheck’ to discuss Uber’s decision to slash costs, if he gives credit to companies who don’t use adjusted EBITDA and the disconnect between investors’ Uber valuation and its current stock price.
Read More »Ford sells 8 million Rivian shares, stock falls 15% in intraday trade
CNBC’s Phil Lebeau reports on news regarding the electric vehicle market.
Read More »Compared to dot-com bubble, this sell-off is more fundamentally driven, says Leuthold’s Paulsen
Jim Paulsen, The Leuthold Group chief investment strategist, joins ‘TechCheck’ to discuss why this sell-off is different from the dot-com bubble, any similarities and more.
Read More »This is the worst environment since the dotcom crash, says Craft Ventures’ Sacks
David Sacks, Craft Ventures co-founder, joins ‘TechCheck’ to discuss the strength of the recent equity sell-off, how companies going public will change after struggling valuations and if there are start-ups that can avoid the valuation reset.
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