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Strike Ripples. Returns Getting Harder, 3 Buy & a Bail IPO Edition 9/15/23 Sep 15, 2023

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Mary Barra says she put a historic offer on the table, but UAW workers disagree, and instead, have now begun a historic strike. There will be ripple effects throughout the economy. We’ll have the latest, and look at just how wide those ripples could get.

Plus, our market guest says he still sees gains ahead but they will be much harder to come by from here. He joins us to explain how to find them, and the names he’s buying right now.

And on the heels of ARM’s big trading debut, we have a special three buys and a bail—2023 IPO edition.

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From the Desk of Kelly Evans: China Looms Over the Autoworkers' Strike 9/15/23 Sep 15, 2023

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Kelly explains why we’re at one of the biggest inflection points the auto industry has ever seen. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

From the Desk of Kelly Evans: Boring IPOs are better IPOs 9/14/23 Sep 14, 2023

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Kelly explains why a lot of hype isn’t always best when it comes to IPOs – especially these days.

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The Right to Buy Arm(s), Softbank’s Pricing Problem, and Fast Casual Winners 9/14/23 Sep 14, 2023

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Shares of Softbank’s chip company, Arm, higher in their public debut…we discuss what it means for the likes of Instacart and Birkenstock’s impending offerings.

But NYU’s Aswath Damadoran says he’s “skeptical of anything they touch,” warning about Softbank’s tendencies to overprice and underdeliver.

Plus, fast casual restaurant stocks have been beaten up as of late, but Raymond James has names they say are poised to break out.

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It’s the Economy, Stupid, The Case for $100 Oil, and Developing San Francisco 9/13/23 Sep 13, 2023

Show notes

Core inflation coming in a little hotter than expected in August, but the street taking it in stride. If we’ve exited what one economist calls ‘the regime of high inflation,’ what should investors be watching now?

And speaking of a bump in inflation, Bank of America sees $100 oil as a possibility by year-end.

Plus, buying buildings at land prices…a West Coast-based commercial real estate developer tells us what he’s got planned for San Francisco.

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From the Desk of Kelly Evans: CPI takes a backseat 9/13/23 Sep 13, 2023

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Kelly explains why the inflation data doesn’t matter the way it once did.

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Apple’s Big Event, CNBC’s Top Financial Advisor’s Best Ideas, and Needham’s Tesla Caution 9/12/23 Sep 12, 2023

Show notes

Apple debuts its iPhone at its flagship event in Cupertino.

CNBC’s annual top Financial Advisors list is out and the #1 advisor joins with his best small cap buys now.

Plus, Morgan Stanley’s all in on Tesla, but Needham says not so fast.

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Chips & Channels, IPO Crystal Ball, and China Conundrum 9/11/23 Sep 11, 2023

Show notes

Two deals dominating the news: Apple & Qualcomm and Disney & Charter. We’ll bring you the headlines and what it means for investors and consumers. Plus, Instacart’s valuation falling to a fraction of what it was just a couple of years ago. And finally, some signs of life for China’s economy! Are the concerns about its looming collapse overblown? We’ll debate.

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The Exchange 9/8/23 Sep 08, 2023

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Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.

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From the Desk of Kelly Evans: The Strange Celebration of the Slowing Economy 9/8/23 Sep 08, 2023

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Kelly explains why when it comes to economic data, caution should still be the order of the day.

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