#Investing #Stocks #WallStreet - A ‘Much Larger Pullback’ Is Justified: How to Prepare: TheStreet

11 September 2026

Gabelli Funds Portfolio Manager Justin Bergner says hotter inflation and a long‑term Treasury yield spike justify a much larger pullback — and lays out how retail investors should position, what stocks to watch, and what kind of pullback would trigger buying again. Recorded: September 11, 2026 00:00 Intro 00:14 CPI Report & Fed Rate Hike Outlook 01:18 The Biggest Risk Facing Markets Right Now 03:19 Can the S&P 500 Keep Rallying? 05:32 S&P 500 Outlook & Defensive Strategy 08:20 Top Healthcare Pick: Merck (MRK) 09:21 Top Value Pick: Ferguson Enterprises (FERG) 11:39 Consumer Staples Pick: J.M. Smucker (SJM) 13:41 Finding Value in Tech & Cyclicals 15:35 Market Pullback Strategy for Investors 18:52 Rapid Fire: This or That

#Investing #Stocks #WallStreet - The Market’s Getting Choppy — Ross Gerber’s Names to Hold Into 2027: TheStreet

10 September 2026

Ross Gerber, CEO, Gerber Kawasaki lays out the path to a potential 10% move higher — and lays out the stocks he says still deserve capital even in a choppy market. 00:00:00 Market Intro & Vibe Check 00:00:51 Primary Fall Stock Risks 00:01:45 Yields, Oil & Fed Rate Hikes 00:03:14 Earnings vs. Macro Risks 00:04:06 Defensive Strategy & Cash 00:05:11 Trimming High P/E Stocks 00:06:08 Stocks to Trim Now 00:07:15 Nvidia Growth & AI Demand 00:08:29 Micron Valuation & Memory 00:10:08 Eli Lilly & Healthcare 00:11:47 Take-Two & GTA 6 Catalyst 00:14:12 Netflix vs. Take-Two 00:14:55 Pullback Buy Candidates 00:15:50 Conditions to Turn Bullish 00:18:10 Downside Trajectory Risks 00:19:06 Rapid-Fire: Risks 00:24:43 Rapid-Fire: This or That

#Investing #Stocks #WallStreet - Sell in May? History Says You’ll Miss a 16% Rally - What To Do Now: TheStreet

7 May 2026

Sam Stovall, Chief Investment Strategist at CFRA explains why selling in May could cost you the 16% rebound that follows - and how to stay positioned for it.

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Scott Lucas analyzes what Ukraine’s denial of a “victory” means for Vladimir Putin | Frontline

#Investing #Stocks #ai - Skip the AI Hype? Where Smart Investors Are Looking Instead: TheStreet

24 February 2026

In this week’s episode of ETF Spotlight, Jacob Hemmer, Chief Investment Officer at SRH Funds, breaks down the strategy behind the SRH Funds US Quality GARP ETF (SRHQ) and where he sees real growth opportunities in 2026.

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#usa #investing #WallStreet - Dan Ives Explains The Tech Sell-Off: Is This a Buy-The-Dip Moment? TheStreet

6 February 2026

Wedbush’s Dan Ives reveals why he’s still bullish on AI despite tech being the worst-performing sector this year, which names he’s buying, and why Microsoft could be a generational opportunity.

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#usa #investing - Where Smart Investors Are Putting Their Money When Everything Feels Uncertain: TheStreet

23 January 2026

In this week’s episode of ETF Spotlight, Jake Schurmeier, Portfolio Manager, Multi-Asset Solutions, Harbor Capital Advisors explains how investors can stay invested without taking on hidden risk in 2026.

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#usa #investing - The Market Is Ignoring a Recession Hiding in Plain Sight: TheStreet

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12 January 2026

Stocks keep rallying while the labor market flashes recession signals. Danielle DiMartino Booth, CEO & Chief Strategist, QI Research reveals what’s really driving the disconnect and when it breaks.

#usa #investment - Why 2026 Could Be A Riskier Year For Stocks: TheStreet

30 December 2025

In the latest episode of ETF spotlight, Ron Santella, CEO and CIO of Equable Shares breaks down why the year ahead could bring increased volatility and how investors can adapt.

#usa #investment - Why 2026 Won’t Be a Big Tech Year - And What Replaces It: TheStreet

22 December 2025

Why market leadership may shift away from mega-cap tech in 2026, and where investors can find the next gains.

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