Active wealth management since 2000. Real strategy, real conversations. Co-founder & CEO Eddie Ghabour (@commonsensebull) hosts The Common Sense Bull 🎙️
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Episode one of The Common Sense Bull: markets, plainly explained.
Watch, share, and tell me what you want me to cover next.
https://t.co/kZOiDNUaV4
Great being on with @Varneyco to discuss why we're de-risking, rotating out of tech, and raising cash amid this market pressure.
With potential Fed rate hike risks still looming, playing defense aims to protect capital so investors are ready to seize opportunities if a market washout arrives.
Thanks for having me on, Stuart!
Grateful to Michael Arone, State Street’s Chief Investment Strategist, for joining me on The Common Sense Bull. We had a great conversation on markets and what’s ahead for 2027, and I’m excited to share it.
Episode 12 drops tomorrow at 7 AM ET.
#CommonSenseBull
AI’s spending plans depend on the money being there.
I sat down with Felix Wang (@HedgeyeTech) of @Hedgeye to discuss why credit market warning signs matter for tech investors heading into 2027.
Thanks @RiggsReport for having me on @BigMoneyMorning@FoxBusiness!
Great conversation around AI’s CapEx and Debt Market financing right off the heels of GOOGL and MSFT’s quarterly earnings report. One of the most important factors to watch is the Fed’s December meeting and whether or not they’ll raise rates.
It’s not all bullish in tech right now.
I appreciated the chance to sit down with Hedgeye’s Felix Wang (@HedgeyeTech) to discuss tech opportunities and credit market risks heading into 2027.
Catch the full #CommonSenseBull episode below.
Stocks at record highs. Consumers stretched.
@DiMartinoBooth joined me to explain why she thinks auto and credit card delinquencies at Great Recession levels, even before a big rise in job losses, are a warning sign worth watching.
#CommonSenseBull
Thanks @RiggsReport and @LouBasenese for having me on @foxbusiness this morning.
I shared why I believe equities are primed for a massive year-end rally! And broke down key catalysts driving the market, including peaking bond yields, oil heading back toward the $60s, and huge upside potential in semiconductor names like Micron and Marvell.
Check out the full interview to learn why this market is structured like a coiled spring!
Certain areas of tech are starting to show signs of bottoming, even as yields continue to rise. We believe they could lead this market into year-end.
#CommonSenseBull
Wall Street has caught up to 5% yields and a hawkish Fed. Neither surprised us.
Now we're focused on what comes next: rotating out of defense and back into select areas of tech ahead of Q4.
Full breakdown on the latest #CommonSenseBull. Link below.
More than $3 trillion of debt in one segment of the economy.
@GaryKaltbaum sees uncomfortable parallels to 1999–2000, particularly around circular financing. His read: Wall Street is being remarkably nonchalant about it.
Full conversation on the #CommonSenseBull. Link below.
The market first. Everything else second.
That’s @GaryKaltbaum’s approach, and it’s why he’s watching yields and credit closely right now.
Our full conversation is on the #CommonSenseBull. Link below.
Enjoyed this conversation with @GaryKaltbaum, one of the sharpest technicians in the industry. Gary has helped us evolve our process by keeping us focused on what the technicals are telling us.
AI, the Fed, the Treasury, the debt. We cover it all.
Link in the reply below.
Our Fed call from a month ago! Did you position your portfolio correctly?
"The Fed has to make the economy a little bit less sexy in order for the bond market to get comfortable." — @DariusDale42 of @42Macro
The Fed tightens to appease bond vigilantes; expect short-term friction. The play? 100% buy the dip.
#StockMarket #TreasuryYields #Inflation
@RyanDetrick: A bull market is like a cruise ship. Once it's moving, it's hard to turn around and hard to stop.
Four years old doesn't mean this one's done. Link below.
#CommonSenseBull
Higher rates aren't the story many are making them out to be. If yields are rising because the economy is accelerating, this market can handle it.
New episode with @RyanDetrick of @CarsonGroupLLC. Link below.
#CommonSenseBull
Corrections and recalibrations can be healthy for the longevity of a market. @DariusDale42 on why one may be coming, and why he doesn't think it ends the bull market.
Link below.
#CommonSenseBull
What’s ahead for markets?
Join our CEO, Eddie Ghabour, on @FoxBusiness with @MorningsMaria at 7:10 am ET tomorrow. He’ll be discussing his latest market outlook and how investors can rethink positioning portfolios through year-end.
Watch live: https://t.co/Qi02Duncf5