The housing market and US economy remain surprisingly resilient despite jawboning from the Fed about higher rates; Homebuilder stocks and big tech stocks are still looking quite strong despite a pullback in the Nasdaq this week; Will there be a cage match between Elon Musk and Mark Zuckerberg? --- Check out my free Hedge Fund Playbook course: stockgeek.tv/free Connect with me on Twitter: @stockgeekTV ..read more

Stocks remain resilient despite worries about liquidity, the Fed, and the economy; Next week the CPI report and Fed meeting could usher in more volatility; the SEC goes after crypto exchanges; I take an in depth look at greek food chain CAVA, which is aiming to IPO this summer --- Check out my free Hedge Fund Playbook course: stockgeek.tv/free Connect with me on Twitter: @stockgeekTV ..read more

Markets move higher after a debt ceiling resolution that doesn't force austerity on the economy; AI remains a hot theme in the market and the Fed remains a key risk; Energy and retail stocks are lagging but could the OPEC+ meeting change the trajectory?; Uranium is a unique bright spot in the current market this week --- Dive deeper into stock investing with my free course: stockgeek.tv/free Connect with me on Twitter: @stockgeekTV ..read more

Breaking down the shockingly good numbers and guidance for Nvidia, which is seeing its stock price rise another 25%+ today; The debt ceiling crisis is moving closer to a climax; Retailer earnings are a mixed bag; Stocks are holding up despite a rise in bond yields and a hawkish Fed, but mainly due to bright spots in the tech sector --- Want to dive deeper into investing? Check out my free hedge fund playbook course: stockgeek.tv/free Connect with me on Twitter: @stockgeektv ..read more

A recap of earnings season, the banking crisis, interest rates & inflation, the Fed, and more. Stocks and the economy have been resilient but will that continue? And what areas might be interesting to go digging for stock picks? --- Check out my free Hedge Fund Playbook course at stockgeek.tv/free ..read more

Worries over the banking system have abated (for now at least). Big banks and regional banks report earnings this week and JPM is a big winner while everyone else is reporting deposit outflows. Inflation is still cooling but the market expects the Fed to keep hiking rates in May despite rising recession fears. Could investors be underestimating the debt ceiling fight as well? --- Feedback or suggestions? Give me a shout on Twitter @stockgeekTV And for more investing content check out my free investing newsletter: travisdevitt.com ..read more

Recapping what's happened in markets in the first quarter of 2023, including large cap stock strength, bank and real estate stress, worries over CRE and the US dollar, the Fed, interest rates, AI, and more --- Sign up for my weekly investing newsletter: travisdevitt.com Reach out to me on Twitter: @stockgeekTV ..read more

Contagion fears are spreading to European banks, with Credit Suisse in particular under heavy scrutiny; Inflation worries are starting to shift into concerns about the overall economy; the energy sector sees a big selloff as crude inventories rise more than expected --- Interested in receiving my weekly personal newsletter? Sign up at travisdevitt.com Questions or feedback? Find me on Twitter @stockgeektv ..read more

Silicon Valley Bank, a top 20 US bank by total assets, will be taken over by the FDIC. A bank run caused deposits to flow out leaving SIVB with losses on its bond portfolio and ultimately a capital shortfall. I discuss why I think this issue is unique to SIVB among top 20 banks in the US. The Fed will likely be forced to put more aggressive rate hikes on hold, although a key CPI report next Tuesday could alter the picture ..read more

Stocks bounced last week as yields quieted down; AI continues to be a hot theme; Steel prices rip higher with Chinese economic improvement; All eyes on Chairman Powell's congressional testimony and the jobs report later this week ..read more