We comb through the mixed data from last week. Are we or aren't we going into a recession??

Inflation came back "better" than expected, but is this sign that inflation is cooling also a sign of a potential recession?

Banks reported earnings and for the most part beat expectations, but some of the stocks were soured by gloomy forecasts.

In this episode we discuss the recent jobs report, the upcoming CPI report, and what earnings reports for the coming week we think will matter the most to investors.

Dave and Brandon go over some of their recent wins and

Is RH still a buy?

Virgin Orbit’s troubles as the eruption of the space

The PCE numbers came out and the market rallied a bit, were

Dave and Brandon discuss the recent bank failures, plus:

-Short sellers are targeting Block, do they have a valid point?

-We discuss the situation regarding moral hazard and bailouts

-What sectors of the market do we think will outperform this year?

What's behind GE's outperformance?

GE Healthcare is up 41% since it's spinoff, is it still ok to buy?

Meta Platforms is using a new start-up to provide it's semiconductors for artificial intelligence, will they be competition to the bigger semiconductor companies?

Who is set to gain from the hot competition in AI?

On this episode we dissect Warren Buffett's annual shareholder letter plus we dig into Lowe's earnings. 

Plus, will a large number of high profile activist shareholders be enough to drive Salesforce into the green?

Nvidia's earnings weren't great but were much better than expected. 

Trading activity in options with zero days until expiration has spiked heavily over the last two quarters. Average daily exposure to "ODTEs" has increased to $1 trillion. Will this lead to the next stock market crash?

Boeing...is still a big disappointment. 

Articles mentioned in this episode:

A potential stock-market catastrophe in the making: Risky option bets put Wall Street on edge - MarketWatch

Just 3 months after litteraly crying on air about "getting Meta wrong" (and it's subsequent 78% gain since), Jim Cramer says Alphabet's business model is broken. Are we buying the inverse Cramer here and adding more Alphabet???

After Cisco's earnings report, will this finally be the company's time to shine?

We break down the recent CPI report. 

Dave explains what's behind January's 3 percent spike in retail sales. 

A plethora of tech earnings have hit the wires in the past week and we are digging through the good, the meh, and the ugly. 

Apple earnings, Meta earnings, Alphabet Earnings, and Take-Two Interactive. 

Plus:

-How should you interpret the recent comments by Fed Chair Powell

-There has been a big spike in call options activity

-AND IT'S EPISODE # 100!!!

What are we looking for in the upcoming jobs report? How did GE Healthcare fare in it's first standalone quarterly report? Is the GE turnaround still on track? Also, Samsung just reported a MASSIVE drop in profits. 

This is episode number 99!