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