Maley: Worried about the divergence between stocks and bonds
Matt Maley of Miller Tabak says he’s most concerned about the amount of leverage in the credit markets, and if there’s any forced selling, the money from those sales will go to pay margin calls instead of into the stock…
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Today’s RBI: How an under-the-radar company is making headlines for an over-the-top CEO payday
Brian Sullivan discusses the ins & outs of the $835 million pay package for the CEO of The Trade Desk, including what metrics he needs to hit to cash in all his stock options.
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Kulina: The headwinds have been brewing for several quarters for Netflix and other pandemic winners
Joel Kulina of Wedbush Securities discusses Netflix’s disappointing Q1 results, and the tough climate that most if not all streaming services will now be facing.
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National Grid CEO on the road to “net zero” and fossil-free heat in the Northeastern U.S.
John Pettigrew, the CEO utility giant National Grid, announces the company’s new joint venture to develop and operate a wind farm off the coast of the Northeastern U.S., and plans to ramp up the use of renewable and green energy…
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CFRA: Elon Musk’s bid essentially puts a cap on Twitter’s stock
Angelo Zino of CFRA discusses the latest move by Twitter’s board to enact a so-called “poison pill” follow Elon Musk’s buyout bid, and whether the stock will continue to languish if he or another bidder are unable to complete a…
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CEO of Coldwell Banker Real Estate weighs in on rising mortgage rates and the housing market
M. Ryan Gorman, CEO of Coldwell Banker Real Estate, discusses whether a mortgage rate above 5% will take some of the heat out of the U.S. housing market, and how so many homeowners are unsure how much their property is…
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Today’s RBI: What Twitter users think will happen in Twitter’s future
Brian Sullivan unveils the results of several Twitter polls on whether users believe the company is viewed as a public utility, and whether Elon Musk will ultimately be successful in his takeover attempt.
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Nuttall: We’re in a post U.S. shale oil hyper growth world
Eric Nuttall of Ninepoint Partners discusses how the energy industry is in a supply crisis, due to structural growth challenges such as loss of Russian product, lack of spare capacity from OPEC and falling inventories.
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