Rig counts are dropping again, plus NVIDIA, Netflix, Tesla, and supply chain union strikes

This week Nick Young is filling in for Dave Underwood. We cover more evidence of the "this time is diffferent" attitudue, more changes coming for Disney, the potential UPS strike, and Nick's thoughts on the airlines. Plus, a relatively unknown company is reporting earnings this week and Brandon thinks their earnings call will be particularly important.

Dave and Brandon take opposing sides as to whether or not we are gearing up for a deep recession.

Tesla released their delivery numbers on Sunday, Dave and I dive into what to think about them.

Delta Airlines, a show favorite, upped their full year forecast.

Constellation beat on earnings but...is there more than meets the eye?

Symptoms of interest rate hikes are continuing to arise globally pointing to an ever growing possibility of a recession. Manufacturing growth continues to slow domestically while commercial real estate continues it's fall across Europe. Corporate defaults and overall bankruptcies are growing.

The S&P 500 and Nasdaq are officially in a new bull market. We examine previous bear market endings to see if we are this new bull market is sustainable.

Pfizer is down 27% over the past twelve months, is it time to buy? We dive into the numbers and the Pfizer pipeline for the year.

Dave dives into the jobs report and gives an update on the possibility of a soft landing

We talk about the debt ceiling as much as it deserves to be talked about

We cover Walmart, Footlocker, and Lowe's earnings and ponder whether or not we're already in an economic slowdown.

Dave highlights NVIDIA's fantastic earnings and talks about the AI surge.

-Berkshire Hathaway released their earnings report and had their annual investor conference

-Important takeaways from Google's IO conference

-Disney is potentially preparing to take steps to fully buy Hulu by 2024

-Icahn vs the short sellers at Hindenburg Research

Brandon does a victory lap (again) on Meta Platforms and then eats crow on Activision

Dave discusses where he thinks the electric car industry is headed and one stock he thinks will be a winner

Foxconn abandons Lordstown Motors but might be taking control of the factory in Ohio

All of this and more on episode 109.