Mike Shorr took election questions in a live trading room Q&A and explained how he thinks about the outcomes as a trader. He covers what he expects for the market and bonds, why he doesn’t expect much to change, and where he looks for a read instead of polls.
Mike Covered:
Tech took a hard hit this week, and Scott Bauer joined Business First AM to explain what he thinks drove it. He still loves the AI trade and names the setups he likes, including Dell (DELL), the VanEck Semiconductor ETF (SMH), and the Direxion Daily Semiconductor Bull 3X ETF (SOXL), along with the strategy he’s using with the VIX approaching 30.
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Scott Bauer joined Business First AM to share his post-election plan for a market weighed down by high Treasury yields, the war in Iran, and AI spending jitters. He points to a historical pattern that has favored stocks after Election Day and names the two hyperscalers he wants to own, GOOGL and META.
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Semis and AI stocks are wobbling, yields are climbing, and the midterms are around the corner. Scott Bauer joined Business First AM to explain the historical pattern that suggests stocks tend to keep rising after Election Day no matter who wins, and why year three of the presidential cycle could be the market’s strongest.
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Scott Bauer joined the IBKR Podcast this week to break down what moved markets last week and what investors need to watch heading into the next stretch of earnings season. From lagging inflation data to big tech CapEx concerns, Scott did not hold back.
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The Dow rose more than 1% to a record closing high on Thursday ahead of the long holiday weekend as a softer-than-expected U.S. jobs report eased worries about interest rate hikes, while another sharp drop in chipmaker stocks weighed on the Nasdaq. The second half of 2026 kicked off this week much the same as […]
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A renewed sell-off in technology stocks grabbed headlines this week. The Nasdaq index fell 4.5%, closing lower 5 days in a row, led by a large 5.5% decline in the so-called Magnificent 7 mega cap names. Meanwhile, the post IPO exuberance around SpaceX appears to be fading, with shares now down 25% from their peak. […]
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