The Chinchilla Picking Podcast

Are the roads clear ahead for continued slowing of inflation? Plus, with the news about Pfizer's weight loss drug being pulled (for now) from trials, is it time to give up on the world's largest pharmaceutical company?

Let us know what you think about this episode and what stock you want us to cover next!

Target and Walmart continue to have two different retail stories but with new twists.

Some analysts are predicting rate cuts in 2024, why the market should not see this as bullish.

Plus, India keeps flashing the green light for tech giants to move their production to India.

We dive into Arm's quarterly report and Dave talks about a huge scandal in the precious metals market.

Apple is stagnant. What will it take to put the world's most valuable company back into growth mode?

Plus, only 1/3 of European companies have beat earnings expectations while companies in the United States are up on average 12% year over year. Is the United States on track to escape a recession or is it just a matter of time?

The global transportation sector is in a free fall. What does this mean for the rest of the economy? We dive into the vast amount of earnings and numbers we've seen from juggernauts like JB Hunt, Union Pacific, ocean liner company CMA CGM, and the small parcel sector with UPS.

Dave gives an update on Tesla.

Bitcoin halving is something that happens every 4 years, and it's about to happen again. What does this mean for you crypto wallet?

Plus, this week is going to be HUGE. 2/3rds of the companies on the S&P 500 are set to report earnings this week. That combined with the release of GDP numbers and the Federal Reserve's preferred inflation gauge means that investors and traders should gear up for a wild week of volatility.

This week we do a deep dive into the tailwinds and headwinds for Pepsi and their 3rd quarter earnings. Dave takes us into what is driving oil stocks higher, even as rig counts come down.

The September jobs number has shed new light on where we're at in the market cycle and what may lie ahead.

Volatility in yields is back again adding uncertainty to both stocks and bonds.

We spotlight a CEO that has led a improbable turnaround for a once well known company.

Plus: More bad news for Boeing

Stocks like Green Brick and Lennar have been soaring for the past 12 months. What's behind this and is there more room to run? Plus, Dave hits the weekly headlines.

This week the blockbuster news that Cisco is acquiring Splunk hit the wires. Is this a good deal for both parties?

It has been forecasted that credit card losses will peak in late 2024. What would this mean for the overall economy and for stocks?

Dave hits the headlines.

This is a bonus episode with Brandon covering the current and future state of the IPO market. Plus, Brandon dives into the hotly anticipated IPO of Instacart and Birkenstock's planned IPO.

-JM Smuckers buys Hostess for a steep 5.6 billion dollar price tag, is this a good deal for JM Smuckers and investors?

-Instacart is planning a hotly anticipated IPO, and the anticipation seems to be ramping up after Arm's succsessful debut.

-Plus, Dave hits Brandon with the headlines.

In this episode we go over the recent decline in home sales and how that relates to the rest of the economy including a bad earnings report from RH. We also talk about the Disney/Charter deal, Apple's event and more.

Recent retail earnings show two sides to the retail story with Walmart and Amazon still in the lead while retailers like Dollar Tree, Dollar General, and Five Below behind. What is behind this continuing trend?

Are U.S. businesses finally losing patience with China?

Dave tackles the week's headlines.

-Credit card debt is at an all-time high.

-Theft in retail continues to surge as Dick's posts a decline in earnings

-NVDIA's blockbuster earnings results push the stock even higher

-Evergrande's problems continue but plans are in the works to rescue the fallen giant

-Dave and Brandon analyze current headlines

The Conference Board Leading Economic Index gives us a sobering outlook, Starboard takes a 9.9% stake in Bloomin Brands looking to make some postitive changes and rig counts keep dropping.

We dive into Disney's earnings report, the earnings yield of the S&P 500, Softbank's acquisition of Arm, and more!

-Robinhood reported earnings and Brandon has a surprising take

-Berkshire is still going strong

-Dave talks about the new innovations in the trucking industry

On this week's episode we cover Meta and Alphabet earnings. Brandon talks about a great way to turn mistakes into profits and Dave talks about this week's headlines.

Rig counts are dropping again, plus NVIDIA, Netflix, Tesla, and supply chain union strikes

This week Nick Young is filling in for Dave Underwood. We cover more evidence of the "this time is diffferent" attitudue, more changes coming for Disney, the potential UPS strike, and Nick's thoughts on the airlines. Plus, a relatively unknown company is reporting earnings this week and Brandon thinks their earnings call will be particularly important.

Dave and Brandon take opposing sides as to whether or not we are gearing up for a deep recession.

Tesla released their delivery numbers on Sunday, Dave and I dive into what to think about them.

Delta Airlines, a show favorite, upped their full year forecast.

Constellation beat on earnings but...is there more than meets the eye?

Symptoms of interest rate hikes are continuing to arise globally pointing to an ever growing possibility of a recession. Manufacturing growth continues to slow domestically while commercial real estate continues it's fall across Europe. Corporate defaults and overall bankruptcies are growing.

The S&P 500 and Nasdaq are officially in a new bull market. We examine previous bear market endings to see if we are this new bull market is sustainable.

Pfizer is down 27% over the past twelve months, is it time to buy? We dive into the numbers and the Pfizer pipeline for the year.

Dave dives into the jobs report and gives an update on the possibility of a soft landing

We talk about the debt ceiling as much as it deserves to be talked about

We cover Walmart, Footlocker, and Lowe's earnings and ponder whether or not we're already in an economic slowdown.

Dave highlights NVIDIA's fantastic earnings and talks about the AI surge.

-Berkshire Hathaway released their earnings report and had their annual investor conference

-Important takeaways from Google's IO conference

-Disney is potentially preparing to take steps to fully buy Hulu by 2024

-Icahn vs the short sellers at Hindenburg Research

Brandon does a victory lap (again) on Meta Platforms and then eats crow on Activision

Dave discusses where he thinks the electric car industry is headed and one stock he thinks will be a winner

Foxconn abandons Lordstown Motors but might be taking control of the factory in Ohio

All of this and more on episode 109.

We comb through the mixed data from last week. Are we or aren't we going into a recession??

Inflation came back "better" than expected, but is this sign that inflation is cooling also a sign of a potential recession?

Banks reported earnings and for the most part beat expectations, but some of the stocks were soured by gloomy forecasts.

In this episode we discuss the recent jobs report, the upcoming CPI report, and what earnings reports for the coming week we think will matter the most to investors.

Dave and Brandon go over some of their recent wins and losses

Is RH still a buy?

Virgin Orbit’s troubles as the eruption of the space industry bubble continues to play out

The PCE numbers came out and the market rallied a bit, were the numbers really something to get excited about?

Dave and Brandon discuss the recent bank failures, plus:

-Short sellers are targeting Block, do they have a valid point?

-We discuss the situation regarding moral hazard and bailouts

-What sectors of the market do we think will outperform this year?

What's behind GE's outperformance?

GE Healthcare is up 41% since it's spinoff, is it still ok to buy?

Meta Platforms is using a new start-up to provide it's semiconductors for artificial intelligence, will they be competition to the bigger semiconductor companies?

Who is set to gain from the hot competition in AI?

On this episode we dissect Warren Buffett's annual shareholder letter plus we dig into Lowe's earnings. 

Plus, will a large number of high profile activist shareholders be enough to drive Salesforce into the green?

Just 3 months after litteraly crying on air about "getting Meta wrong" (and it's subsequent 78% gain since), Jim Cramer says Alphabet's business model is broken. Are we buying the inverse Cramer here and adding more Alphabet???

After Cisco's earnings report, will this finally be the company's time to shine?

We break down the recent CPI report. 

Dave explains what's behind January's 3 percent spike in retail sales. 

A plethora of tech earnings have hit the wires in the past week and we are digging through the good, the meh, and the ugly. 

Apple earnings, Meta earnings, Alphabet Earnings, and Take-Two Interactive. 

Plus:

-How should you interpret the recent comments by Fed Chair Powell

-There has been a big spike in call options activity

-AND IT'S EPISODE # 100!!!

What are we looking for in the upcoming jobs report? How did GE Healthcare fare in it's first standalone quarterly report? Is the GE turnaround still on track? Also, Samsung just reported a MASSIVE drop in profits. 

This is episode number 99!

We review the earnings results for Netflix, Morgan Stanley, P&G, Kinder Morgan and PNC Bank. 

Dave talks about an activist investor trying to break up Bayer

More natural gas troubles for Europe???

• We breakdown what we've heard from the banks so far.
• It's a short trading week, but packed full of earnings. We breakdown what we're looking for with P&G, JB Logistics, Morgan Stanley, PNC Bank, Kinder Morgan, and Netflix.
• The Apple card so far has, according to rumors, been posting huge losses. 
• 61% of economists surveyed by The Wall Street Journal believe we will have a recession this year

This week we discuss the potential sale of WWE

Was this week's rally justified?

The spinoff of GE Healthcare happened this week

As more states legalize sports book betting, is DraftKings a buy?

Dave discusses what to look out for this week

-Dave and Brandon dive into their winners and losers for this year while looking forward to the coming year. 

-Also, we discuss Take-Two Interactive's finances and the future of gaming. 

Is 2023 going to be clear skies for airlines?

There's one advantage that retail investors have over the "whales", but most unknowingly give it away

Cyclical vs non-cyclical for 2023

What's on our watchlists for the coming year?

Dave talks about Tesla and we give our thoughts on the automotive industry

Dave dives into CrowdStrike

Brandon reviews "100 To 1 in the Stock Market" by Thomas W. Phelps

We discuss what to do with Tesla. 

Dave has a crypto currency warning that every crypto investor needs to hear. 

-We have a bifurcated economy and the rallies and wrecks can make your head spin. We make sense of it while taking a look into the job numbers and Kroeger’s earnings.

-United Airlines deal with Boeing

-Dave’s trades on KULR, Blink and Tesla

Dave gives his call on Tesla and we discuss the recent recalls. Then we dive into Target and Walmart's earnings and what they mean for the state of the consumer. 

Today's rally was not too close to call, but please do not chase it.

 In this episode we cover:

-What was behind today's huge move in the markets

-FTX's meltdown and the effects rippling across crypto

-Disney's earnings

-Plus, some companies that have outstanding debt on floating interest rates are racing to pay it down before interest rates go even higher.