The Morning Filter 5 Stocks to Buy Before the Market Rally Stalls
Oct 20, 2025
Dive into the week’s financial landscape as market experts discuss expectations for the upcoming CPI report and its implications for Fed rate decisions. Key earnings from Tesla and Netflix are scrutinized, highlighting potential growth slowdowns. The duo tackles regional banks facing loan crises while debating the attractiveness of tech stocks like Taiwan Semiconductor and Salesforce. Plus, insights on undervalued stocks and strategic buys before the anticipated market stall keep listeners informed and engaged.
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Don’t Trade Tariff Headlines
- Dave Sekera advises investors to "look through the noise" and avoid trading headlines around tariffs until a definitive agreement emerges.
- He recommends a wait-and-see approach rather than changing long-term investment theses based on political posturing.
Fed Cuts Priced In Fully
- The market expects a 100% chance of a Fed rate cut both this month and in December, lowering rates into the 3.5%–4% range.
- Dave highlights that CPI is expected to be unchanged month-over and roughly 3.1% year-over, implying limited immediate inflation pressure.
Avoid Shorting Tesla
- Do not short Tesla despite its valuation; the market is pricing it as an AI growth story and it trades at a large premium.
- Instead, avoid betting against Elon Musk and recognize the stock sits over 70% above Morningstar's fair value.