The Dow Theory originated in the early 20th century and suggests that if the Dow Jones Industrial Average makes a new high, the Dow Jones Transportation Average should follow. In that vein, Dan looks at the ETF that tracks transports for a bullish trade. His second idea is a bearish trade in the semiconductor space. For Transcript and Options Disclosure Document, please visit https://www.fidelity.com/bin-public/060_www_fidelity_com/documents/podcast-transcripts/In_The_Money_Episode_80.pdf

Despite weakened Q2 GDP data, the Delta variant surge and lower consumer confidence, major indexes are within a whisper of their all-time highs and Dan marvels at the seemingly ever-climbing S&P 500. Watch for his bullish trade in a biotech ETF, and a bearish trade in a major financial services company in the face of the highest consumer debt in 14 years. For Transcript and Options Disclosure Document, please visit https://www.fidelity.com/bin-public/060_www_fidelity_com/documents/podcast-transcripts/In_The_Money_Episode_79.pdf

Coming off easy comparisons of Q2 last year in the height of the pandemic, Dan wonders if this is as good as it gets for many companies and how low yields will go as the Delta variant raises concerns of economic recovery. Check out his ideas on mega-cap tech stocks — a bearish trade at home and a bullish trade in China. For Transcript and Options Disclosure Document, please visit https://www.fidelity.com/bin-public/060_www_fidelity_com/documents/podcast-transcripts/In_The_Money_Episode_78.pdf

Volatility has swept stock and bond markets. Dan discusses the potential factors and shares two trade ideas: one bullish in a quick-serve restaurant stock going into its earnings next week, the other near-term bearish in a pandemic "winner." For Transcript and Options Disclosure Document, please visit https://www.fidelity.com/bin-public/060_www_fidelity_com/documents/podcast-transcripts/In_The_Money_Episode_77.pdf

Inflation data is on everyone’s mind this week, along with Q2 earnings expectations. Dan discusses the outlook for second-half growth and shares two trade ideas: one bearish with a roll down and out in banks and one bullish in a global semiconductor stock. For Transcript and Options Disclosure Document, please visit https://www.fidelity.com/bin-public/060_www_fidelity_com/documents/podcast-transcripts/In_The_Money_Episode_76.pdf

After a long holiday weekend, we’ve come back to a divided market. Dan discusses the divergence between large- and small-cap stocks and shares two trade ideas. One is bearish on a large-cap stock ETF, and the other is a hedge for a stock that many believe is going to the moon. For Transcript and Options Disclosure Document, please visit https://www.fidelity.com/bin-public/060_www_fidelity_com/documents/podcast-transcripts/In_The_Money_Episode_75.pdf

How will the upcoming June jobs report affect the rest of the summer? Dan discusses two trades: a bullish idea for a low-rate environment and a bearish idea in the athleisure space. For Transcript and Options Disclosure Document, please visit https://www.fidelity.com/bin-public/060_www_fidelity_com/documents/podcast-transcripts/In_The_Money_Episode_74.pdf

A rotation back into large-cap tech appears to be underway, as the Nasdaq 100 hits new highs. Dan discusses the swing and shares a defined-risk way to play for a crypto bounce. He also details a bearish trade idea on higher input costs in retail. For Transcript and Options Disclosure Document, please visit https://www.fidelity.com/bin-public/060_www_fidelity_com/documents/podcast-transcripts/In_The_Money_Episode_73.pdf

There was enormous anticipation over Wednesday’s Federal Open Market Committee meeting—we dissect what the Fed did and did not say. Dan also shares a bearish trade idea in the oil patch and a bullish trade idea in a newly listed personal finance company. For Transcript and Options Disclosure Document, please visit https://www.fidelity.com/bin-public/060_www_fidelity_com/documents/podcast-transcripts/In_The_Money_Episode_72.pdf

It’s the great inflation debate: could a potential dip in yields lead to a rip in Treasuries? Dan considers the future and shares two trade ideas: one born from inflation talks, the other bearish in a tech stock. For Transcript and Options Disclosure Document, please visit https://www.fidelity.com/bin-public/060_www_fidelity_com/documents/podcast-transcripts/In_The_Money_Episode_71.pdf