Sift Stack

Episode 20 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. A proposed five-day ceasefire temporarily sent oil below $90, though global energy shortages are forcing some nations into four-day work weeks & remote work. Meanwhile, mortgage rates continue to rise. JPMorgan Chase is the "stock of the week," nearing a $1 trillion valuation with significant cash reserves. Despite geopolitical tension, CJ and Tyler echo Jamie Dimon’s advice: "Some things never change - there will be another crisis, and its impact will be felt by the financial markets."

This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/

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This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal. Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance.

Episode 19 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. Market volatility remains the name of the game as we hit the third week of the War in Iran. While crude oil has retreated from its $98 highs, the U.S. Dollar continues to flex its muscles, creating a complex backdrop for the Fed and bond markets alike. In this episode, we break down why the S&P 500 is showing resilience, the worsening crisis in Cuba, and a deep dive into our Stock of The Week, Uber.

This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/

YouTube Channel: https://www.youtube.com/channel/UC6bxe62kMEYtYp3avuq05vA

Instagram: https://www.instagram.com/sift_stack/

TikTok: https://www.tiktok.com/@sift.stack4

Newsletter: https://siftstack.beehiiv.com/

Linktree: https://linktr.ee/Sift_stack

This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal. Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance.

Episode 18 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. They analyze the volatile 2026 market landscape as the conflict in Iran intensifies. The team breaks down year-to-date performance for the S&P 500 and NASDAQ, contrasting sector rotations with gold’s impressive 19% surge. A deep dive into the energy sector highlights the record-breaking 35% weekly spike in oil prices following the closure of the Strait of Hormuz. Finally, the hosts examine the software sector's struggles, specifically focusing on Adobe’s recent "narrow moat" downgrade and the mounting competitive pressure from AI-driven alternatives.

This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/

YouTube Channel: https://www.youtube.com/channel/UC6bxe62kMEYtYp3avuq05vA

Instagram: https://www.instagram.com/sift_stack/

TikTok: https://www.tiktok.com/@sift.stack4

Newsletter: https://siftstack.beehiiv.com/

Linktree: https://linktr.ee/Sift_stack

This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal.

Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance.

Episode 17 of The Weekly Sift Stack: CJ Gettelfinger & Tyler Sherven break down the biggest stories moving markets. They detail the military strikes in the Middle East, the death of Ayatollah Khamenei, and the resulting economic fallout. Oil prices have jumped, while the travel and cruise sectors are falling. Beyond the conflict, the guys analyze the Paramount and Warner Bros merger, Intuit’s strong earnings report, and the ethical concerns surrounding war-betting markets.

This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/

YouTube Channel: https://www.youtube.com/channel/UC6bxe62kMEYtYp3avuq05vA

Instagram: https://www.instagram.com/sift_stack/

TikTok: https://www.tiktok.com/@sift.stack4

Newsletter: https://siftstack.beehiiv.com/

Linktree: https://linktr.ee/Sift_stack

This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal.

Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance.

Episode 16 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. USA women’s and men’s hockey teams swept Canada for gold, the first for the men’s team since 1980’s Miracle On Ice. Intuit ($INTU) is currently the S&P 500’s deepest diver, declining 37% YTD as of market open 2/27/2026 the software sector faces a brutal 2026 reset. Despite owning powerhouses like TurboTax and QuickBooks, Intuit is caught between AI disruption fears and a cooling job market. With unemployment rising and "SaaS fatigue" setting in, its P/E ratio has fallen below 26. However, with a wide economic moat and massive potential for AI-driven margin expansion, this week’s earnings are a critical turning point. Could Intuit be a value trap or 2026's biggest turnaround story?

This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/

YouTube Channel: https://www.youtube.com/channel/UC6bxe62kMEYtYp3avuq05vA

Instagram: https://www.instagram.com/sift_stack/

TikTok: https://www.tiktok.com/@sift.stack4

Newsletter: https://siftstack.beehiiv.com/

Linktree: https://linktr.ee/Sift_stack

This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal.

Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance.

Likes & comments are not intended to be endorsements of Sift Investment Management.

Episode 15 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. Our "Stock of the Week" is Walmart (WMT), reporting earnings February 19th. After losing the revenue crown to Amazon (AMZN), can the $1 trillion retail giant bounce back? We’re watching their margins and grocery dominance closely. Meanwhile, streaming drama intensifies: Netflix (NFLX) gave Warner Bros. Discovery (WBD) a seven-day "hall pass" to entertain a bid from Paramount (PSKY). Finally, Anheuser-Busch (BUD) is celebrating a 25% YTD gain and a major debt milestone.

This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/

This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal.

Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance.

Episode 14 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. The team welcomes CJ back from his wedding in Puerto Rico and honeymoon in Vietnam. The crew recaps the Super Bowl, praising the Seahawks' win and Bad Bunny’s halftime show. They dive into Anheuser-Busch's 19% YTD climb to preview earnings this Thursday despite high debt and analyze Amazon’s record-breaking $700B revenue from their recent earnings call.

This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/

YouTube Channel: https://www.youtube.com/channel/UC6bxe62kMEYtYp3avuq05vA

Instagram: https://www.instagram.com/sift_stack/

TikTok: https://www.tiktok.com/@sift.stack4

Newsletter: https://siftstack.beehiiv.com/

Linktree: https://linktr.ee/Sift_stack

This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal.

Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance.

Episode 13 of The Weekly Sift Stack: Tyler Sherven and Lucas Nulsen break down the biggest stories moving markets. We discuss Amazon’s core business models, why it’s currently lagging behind the market, and the big 3 things you need to watch for this week’s earnings on 2/5/2026. Plus, we recap Apple’s record-breaking quarter and what it means for the broader tech sector.

This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/

YouTube Channel: https://www.youtube.com/channel/UC6bxe62kMEYtYp3avuq05vA

Instagram: https://www.instagram.com/sift_stack/

TikTok: https://www.tiktok.com/@sift.stack4

Newsletter: https://siftstack.beehiiv.com/

Linktree: https://linktr.ee/Sift_stack

This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal.

Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance.

Episode 12 of The Weekly Sift Stack: Tyler Sherven and Lucas Nulsen break down the biggest stories moving markets. Apple reports earnings this Thursday. We are analyzing why AAPL is the “oddball” of the Magnificent 7 and if the new Google Gemini AI partnership can finally spark growth. We break down iPhone 17 sales, the China recovery, and Apple’s shift to services. Plus - critical updates on the Fed and the potential government shutdown.

This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/

YouTube Channel: https://www.youtube.com/channel/UC6bxe62kMEYtYp3avuq05vA

Instagram: https://www.instagram.com/sift_stack/ TikTok: https://www.tiktok.com/@sift.stack4

Newsletter: https://siftstack.beehiiv.com/

Linktree: https://linktr.ee/Sift_stack

This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal.

Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance.

Episode 11 of The Weekly Sift Stack: Tyler Sherven and CJ Gettelfinger break down the biggest stories moving markets. The S&P 500 is reeling as a perfect storm of geopolitical tension hits the markets. From trade wars over Greenland to Netflix’s $82.7B play for Warner Bros., the global order is shifting. In this video, we break down the declining US Dollar, the surge in Gold, and Intel’s high-stakes quest for the greatest comeback in tech history.

This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/

This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal.

Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance.