Nov 5, 2024 – Kurt Kallaus at ExecSpec.net is forecasting a Red Sweep if Trump takes Pennsylvania, in which case we're looking at targeted tariffs, lower taxes locked in, an accelerated reshoring effort, large deregulation/efficiency move guided by...
Aug 14, 2024 – Kurt Kallaus at ExecSpec.net, who correctly forecasted the recent pullback, gives FS Insider an update on his market and economic outlook, discussing a potential retest as well as what he's seeing in the data when it comes to concerns over...
May 29, 2024 – Nvidia continues to beat expectations and is now closing in on Apple as the second largest company by market cap. Today, we discuss the stellar performance of this single stock compared to the broader market with Kurt Kallaus...
Feb 21, 2024 – Forget the Magnificent 7, all financial media attention and bullish hopes are now resting on Nvidia, especially with its stellar earnings report that just came out for the fourth quarter. However, our next guest, says...
Nov 14, 2023 – Kurt Kallaus contends in today's FS Insider podcast that the upcoming economic cycle will defy expectations. While a mid-cycle growth peak is anticipated in the third quarter, he suggests that the slowdown in 2024...
Sep 5, 2023 – The bullish primary trend for the US stock market is still intact, explains Kurt Kallaus in today's FS Insider interview, and the healthcare sector in particular is one area that he believes is still in its early to mid-stages...
Jun 1, 2023 – Kurt Kallaus at ExecSpec.net offers his view on the stock market, tech stocks, and the overall economy, which he believes is facing a soft-landing scenario. Overall, Kurt says that investors are too bearish on the outlook and though...
Mar 2, 2023 – FS Insider speaks with Kurt Kallaus at ExecSpec.net, who called last year's major market low in October, to get an update on his outlook for the stock market, the economy, inflation, the housing market, and more...
Sep 22 – Kurt Kallaus at ExecSpec.net tells FS Insider that we are likely to see a downside move over the next several weeks into the first half of October. Kurt explains why he sees this as another buying opportunity and, should things play out...
Jun 1 – Kurt Kallaus at ExecSpec.net gives listeners an update on his outlook for stocks, the economy, and the wider commodity complex. Kurt explains why he is now lightening up on his commodity exposure in expectation of a major turn...
Sep 22 – FS Insider speaks with Kurt Kallaus at ExecSpec.net about his current market outlook now that we've seen a September peak and break below the 50-day moving average with the S&P 500 and other major indices. Kurt explains how long...
Jun 30 – The US economy is likely going to see gangbuster double-digit growth rates in 2021 and then fall back down to more normal levels. Yes, that means we are likely looking at peak growth rates, but not peak growth, says Kurt Kallaus...
Mar 11 – FS Insider speaks with Kurt Kallaus at ExecSpec.net to get an update on his economic and market outlook. Kurt discusses the ongoing reopening trade and rotation from growth to value, which sectors investors may want to be focusing on...
Dec 9 – Kurt Kallaus at ExecSpec.net joins FS Insider to discuss the state of the US consumer, which comprises the majority of economic growth and activity in the United States. If you want to know what the economic outlook is, you need to know what US consumers
Nov 5 – Kurt Kallaus at ExecSpec.net gives his post-election outlook on the stock market and the economy with a massive rally in tech stocks, limited downside on pledged stimulus and zero rates from the Federal Reserve, and other factors...
Jan 7 – Kurt Kallaus, editor of the Exec Spec newsletter, joins FS Insider to talk about what he sees in the year ahead. Kurt shares his thoughts on the commodity space and explains why 2020 could be the year for commodities, especially if...
Nov 21 – FS Insider interviews Kurt Kallaus from ExecSpec.net about his outlook on the economy, U.S.-China trade talks, impeachment hearings, the upcoming 2020 elections and much more. As we’ve been discussing on our show over the past few weeks...
Nov 11 – Has there ever been a bull market in stocks more connected to the words of one person? Presidential palaver and Trumpian tweets frequently rule day-to-day market action. In recent months the words coming from the Oval Office have repeatedly pushed...
Oct 7 – Should U.S. consumers feel consumed by the growing avalanche of negative news? There is an unending tariff war between the world’s two biggest economies, risk of a hard Brexit impairing the U.K., a U.S. manufacturing...
Aug 13 – Kurt Kallaus joins FS Insider to share his current economic outlook given the deterioration of U.S. - China relations. He discusses ongoing weakness in the manufacturing sector and how the trade war could change consumer sentiment. He also explains...
