In this week’s video, small-cap expert Tyler Laundon talks about the two main drivers of the market’s recent weakness - stretched valuations and AI bubble talk - and gives his two cents on the latter. He talks about what to expect from Jerome Powell at 10 AM ET in Jackson Hole and speculates as to how the market will respond to his commentary and what the chances of a September rate cut are. Tyler then talks stocks, highlighting three areas of the market - construction, gold and defense stocks - where momentum continues to be strong before digging a little deeper into three specific names with compelling charts and stories. If you don’t already subscribe to Tyler’s Cabot Small-Cap Confidential, here’s your chance to get in at a special price—for new subscribers only!
Stocks Discussed: META, MSFT, ROAD, TPC, ECG, GVA, NEM, KGC, AEM, OR, SSRM, PPTA, KRMN, KTOS, MRCY, PRIM, TDUP, SRAD
View directly on YouTube if any unexpected login requirements appear
Get It While It’s Hot!
Be among the first to see the Cabot Weekly Review when it comes out. Have it delivered right to your inbox every Saturday. Get on the list:
[form src='/form/cabot-weekly-review’]
Along with your weekend video, you will receive our free weekday advisory, Cabot Wealth Daily, with top stock picks, market news and insightful commentary from our analysts.
[author_ad]
