Scott Wapner and the Investment Committee debate whether the environment is improving or deteriorating for stocks. Mike Wilson of Morgan Stanley joins us to explain why the bears have some unfinished business with the market. Plus, Josh has been making some big moves, he takes you through them all. And later, Tech and Semis price targets getting cut, the Committee weigh in on the calls. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com

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Big banks kick off earnings this week and key inflation data on deck. Scott Wapner and the Investment Committee debate what’s at stake for the markets and how to position your portfolio ahead of it all.

Plus, Brian Belski of BMO Capital joins us to explain why he is overweight financials. And later, a big downgrade to Lululemon, the Committee take their positions.

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Stocks aiming for a winning week, with a number of mega-cap names up between 5% and 9% this week. Should you buy the bounce?

Plus, Fundstrat’s Tom Lee joins us to give his outlook on the markets and explains why he has a supportive outlook for the second half.

And, Kevin O’Leary reveals his new buys.

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Stocks trying for a 4th straight day of gains for the first time since March. Scott Wapner and the Investment Committee debate if investors are coming around to the Fed and bigger rate hikes ahead. Plus, earnings season is around the corner. Are estimates still too high? Also, the big banks getting price cuts ahead of their earnings. And later, Jon Najarian reveals 3 trades showing unusual options activity. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com

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David Faber and the Investment Committee discuss how to position your portfolio ahead of the Fed minutes. Are 75-basis point hikes on the horizon? Plus, big banks reporting next week and Steve Weiss is shorting the XLF, he explains why. And later, Industrials are down almost 20% this year, the Committee take their positions on the sector. Plus, one member of the committee trimming a mega-cap tech name. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com

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Stocks plunging as recession fears rise. Frank Holland and the Investment Committee debate what’s priced in this market and how can you protect your portfolio in the second half.

Plus, Josh Brown is making two moves in this market. Also, what the rally in high-valuation growth stocks in today’s down day may be signaling. And later, Jon Najarian shares some Unusual Activity in 2 names.

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Markets coming off their worst first half in 50 years. Brian Sullivan and the Investing Committee debate if you should stick with stocks in the second half of the year and where to invest you money now. Plus, the big banks getting a price cut, are they still investable? Also, is the hottest trade of the year starting to cool? And later, Pete Najarian shares some Unusual Activity he’s seeing in three names. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com

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Stocks plunge as we close out the first half of the year. Frank Holland and the Investment Committee discuss the best way to position your portfolio for the second half. Plus, we’ve got results from the Delivering Alpha Stock Survey, the Committee dive into the numbers. And later, Jon Najarian shares some Unusual Activity he’s seeing in three names Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com

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With the S&P 500 on track for its worst first half return since 1970, Melissa Lee and the Investment Committee debate the best strategy for your second half playbook. How do you position your portfolio to handle the Fed’s tightening policy? And later, Pete Najarian shares the Unusual Activity he’s seeing in two names. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com

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Inflation, Rates, and Recession Fears. Melissa Lee and the Investment Committee debate how much is priced into the market as we head into the final stretch of the quarter. Plus, Boeing a big winner today after a bullish call on the stock. The committee takes their position on the stock. Plus, Housing stocks making a big comeback lately. Should you get in? Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com

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