The Morning Filter 4 Cheap Stocks to Buy Before They Turn Around
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Jun 23, 2025 The hosts dissect the recent Fed decisions and their impact on the market. They analyze consumer behavior through earnings reports from major companies like Kroger and Lennar. The discussion shifts to undervalued stocks, including a favorite of Warren Buffett. They also explore the growth potential of Metastock and Marvell Technology amidst competitive challenges. Insights on Accidental Petroleum highlight its volatility and discounted rating, all while stressing the importance of strategic stock market weighting and seeking professional financial advice.
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Markets Expect No Escalation
- The market is pricing in no meaningful escalation from the US-Iran conflict according to oil and equity futures.
- Oil prices remaining stable suggest markets doubt Iran's ability to significantly retaliate or disrupt oil supply routes.
Watch Oil Markets for Conflict
- Monitor oil markets closely to gauge the real-time impact of geopolitical conflicts.
- Oil prices and futures offer better insight than social media or news reports during conflicts.
Fed Decision a Non-Event
- The Fed's decision to pause rate changes was largely expected and unremarkable.
- Messaging remains consistent with a data-dependent approach balancing inflation and employment.