This week on Street Check, Chris makes the case for stocks topping out until Q4, and then he and Brad discuss Treasury intervention and whether bond yields are a problem for the markets, bitcoin and gold having big weeks on a weaker dollar, and the massive move by Moderna (MRNA) on cancer vaccine trials. Then, they debate biotechs vs. semiconductors, Apple (AAPL) vs. Amazon (AMZN), Nike (NKE) vs. lululemon (LULU) and Walmart (WMT) vs. Target (TGT). For more information on this week’s offer, visit cabotwealth.com/street.

Apple vs. Amazon, Nike vs. Lululemon, Bessent vs. Bond Yields | Cabot Street Check

Cabot Street Check

This is Street Check. Today, we're talking about has the S&P topped until October? Are bond yields going to be a major problem for the market for weeks and months to come? What's behind the huge couple days in Bitcoin and gold prices? Moderna up 177% in a couple days. Why? And is that sustainable? And then we also pit off a few stocks in a jump ball segment, Apple vs. Amazon, Walmart vs. Target, and several others.

Lots to talk about today. Let's get into it. I'm Chris Preston. I'm Brad Zimmerman. Welcome to Street Check, the best two-person podcast in the history of Cabot Wealth Network, which dates back to 1970. It is 11.53 a.m. Eastern Time on August 21st.

Brad, there's a lot to get to today. But you and I, the most important thing is you and I have a shared love from what we discussed this past week. I had seen the movie The Odyssey a few weeks ago. You just saw it this past weekend. We both agreed. Borderline Masterpiece? I don't know if I go to Masterpiece level. It was great. Yeah.

Yeah, I mean, like, it's sort of on par with, like, your Interstellar, or Dunkirk was the one that I left thinking about just because of, like, the kinetic sound. Yeah. Dunkirk I saw, I think, about every once in a while, but I probably don't feel super compelled to watch again. I think The Odyssey will probably be in that same category. But great. Yeah. Do you have a top three Christopher Nolan movies? Probably those three that I just listed. Or did you say Dunkirk, Odyssey? And was it Interstellar?

Apple vs. Amazon, Nike vs. Lululemon, Bessent vs. Bond Yields | Cabot Street Check

Read the full transcript

The candid version is on a podcast,
not the earnings call.

Apple vs. Amazon, Nike vs. Lululemon, Bessent vs. Bond Yields | Cabot Street Check

Read the full transcript

The candid version is on a podcast, not the earnings call.

The candid version is on a podcast,
not the earnings call.