Dave

[Mainstay Capital Management @MainstayRIA]

Our CEO, David Kudla, joined @NPetallides on @SchwabNetwork to discuss why he believes today's AI market differs from the dot-com era and where he continues to see opportunities.

https://t.co/PwOB8IyUdh

[Mainstay Capital Management @MainstayRIA]

Don't miss our CEO, David Kudla, on @SchwabNetwork with Nicole Petallides on Wednesday, August 5th at 9:10 am ET as they discuss the financial markets, his investment strategy, and where opportunities are emerging. @NPetallides

[Mainstay Capital Management @MainstayRIA]

The June CPI report came in lower than expected, but the outlook for the markets, inflation, and interest rates remains a focus for investors. Our CEO, David Kudla, will share his perspective with @scarletfu and @ptsweeney on @Bloomberg Thursday, July 16th at 11:25 am ET.

[Mainstay Capital Management @MainstayRIA]

Our CEO, David Kudla, shared his insights on @FoxBusiness with @LizClaman on investing in the artificial intelligence supercycle amid recent tech sell-offs.

https://t.co/nqZmKWAGNl

[Mainstay Capital Management @MainstayRIA]

Don't miss our CEO, David Kudla, on @FoxBusiness @ClamanCountdown with
@LizClaman on Tuesday, July 7, at 3:50 pm ET, as they discuss the financial
markets and where investors may be able to find opportunities.

[Mainstay Capital Management @MainstayRIA]

Our CEO, David Kudla, will join Paul Sweeney and Scarlet Fu on @Bloomberg on Thursday, June 18th at 11:25 am ET to discuss his market outlook and investment strategy. @scarletfu @ptsweeney

[Mainstay Capital Management @MainstayRIA]

Our CEO, David Kudla, joined Taylor Riggs on @FoxBusiness for a discussion on the financial markets, emerging markets, AI, and his investment strategy. @RiggsReport

https://t.co/Kyr4lfK4jK

[Mainstay Capital Management @MainstayRIA]

Where do the financial markets go from here? Don’t miss our CEO, David Kudla, as he joins Taylor Riggs on @FoxBusiness at 3:50 pm ET on Tuesday, June 9th for his market outlook and investment strategy. @riggsreport

[Mainstay Capital Management @MainstayRIA]

Our CEO, David Kudla, joined @KristenScholer on @NYSE Live to discuss the financial markets, corporate earnings, and how commodities continue to play a key role in his investment thesis.

https://t.co/muJBQtIetW

[Mainstay Capital Management @MainstayRIA]

Our CEO, David Kudla, joined Charles Payne on @FoxBusiness Making Money with Charles Payne show for a discussion on AI stocks, the financial markets, and where investors may find opportunities in today’s market environment. @cvpayne

https://t.co/CKecwPhza9

[Dave @cnbckudla]

July NFP falls 23K MoM. 80K increase expected. US stock futures spiked higher, as this jobs report may help push a Fed rate hike out further.

[Dave @cnbckudla]

US 30-Year Yield in Longest Run Above 5% Since 2007!

Per our forecast for 2026, it won’t get any better for bond yields anytime soon.
https://t.co/Bkm9C8UHLs

[Dave @cnbckudla]

Spice Must Flow

It all came down to the need for the global economy’s life blood - crude oil. Nearly all the redlines were abandoned in the end to get the Strait of Hormuz opened for free flowing global oil supply, including and adding newly, non-sanctioned oil from Iran.

[Dave @cnbckudla]

SpaceX opens at $150. $15 above the IPO price, an 11% gain. It immediately climbed higher in early trading for a 20% plus gain.

[Dave @cnbckudla]

David Kudla on the next chapter of AI investing | Fox Business https://t.co/pIxfwy95jp

[Dave @cnbckudla]

Spending the afternoon with Taylor Riggs on @FoxBusiness.
@RiggsReport

[Dave @cnbckudla]

There are military attacks to and from multiple countries in the Middle East tonight, as if the regional conflict is back in full swing. S&P 500 futures are up 27 bps and Nasdaq futures are up 66 bps in reaction. The markets are caring less and less about the conflict

[Dave @cnbckudla]

U.S. Futures turn green again, even after Israel bombs military targets in Iran. Oil only slightly positive.

[Dave @cnbckudla]

We are seeing moonshot after moonshot in AI related earnings. Earnings growth for the S&P 500 in Q1 is the highest in three decades.