The Morning Filter 5 Stocks to Buy Before Their Big Discounts Disappear
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Aug 25, 2025 This podcast dives into the implications of recent remarks by the Federal Reserve Chair regarding economic growth and inflation. It explores the impact of a new tariff on EU exports and upcoming economic indicators. The hosts analyze major stocks like NVIDIA and Intel, as well as various small-cap opportunities that may offer substantial returns. They also discuss the speculative appeal of lithium stock Albemarle in light of the electric vehicle boom. Stay tuned for insightful tips on investments before discounts disappear!
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Powell's Jackson Hole Dilemma
- Jerome Powell faces a trade-off between cutting rates for growth and raising them to curb inflation.
- Market pricing shifted but Powell's words signaled a leaning toward a September cut.
Watch PCE And Durable Goods
- Watch the PCE inflation report closely because it's the Fed's preferred inflation measure.
- Use PCE and durable goods data to reassess the odds of a September rate cut.
Nvidia Needs Big Proof At Earnings
- Nvidia trades modestly above Morningstar fair value and demands strong beats and guidance to stay elevated.
- The market will focus on H20 chip sales to China and the new B30A replacement story.