Big tech has gotten most of the headlines this year, so far driving a large portion of the S&P 500 returns. But if you look at some of the beaten up companies year to date, you might be a bit surprised. Jason Moser: I think something that might be happening here is a lot of short covering. Matt Argersinger: It's hard to know for sure when these short sellers have had a little bit of a rough time with their portfolios.
If you bank with the one of the giants, you might be helping pad their bottom line.
(00:21) Jason Moser and Matt Argersinger discuss: - Why they’re watching margins and inventory levels this earnings season. - How interest rate spread pushed JP Morgan to a stellar quarter. - How short sellers are creating big YTD returns for beaten up companies.
(19:11) Deidre Woollard speaks with Steve Wyett, the Chief Strategist Officer at Bok Financial, about how shifting interest rates have affected consumers and asset allocation, and the divide between the big banks and everyone else.
(31:29) Jason and Matt break down two stocks on their radar: Franklin Electric and Disney.
Stocks discussed: JPM, PEP, CVNA, RDFN, CMG, DPZ, FELE, DIS
Host: Dylan Lewis Guests: Matt Argersinger, Jason Moser, Deidre Woollard, Steve Wyett Engineer: Dan Boyd
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