The Committee Reacts to Kevin Warsh's Testimony 4/21/26
Frank Holland and the Investment Committee react to Fed Chair nominee Kevin Warsh's testimony today at the Senate Banking committee during his confirmation hearing. CNBC's Steve Liesman joins us with the latest. Plus, Apple names John Ternus as their new CEO. The Investment Committee debate what it…
Shifting Setups for Growth and Value 4/22/26
Frank Holland and the Investment Committee debate what's powering the run in semis and how you should trade it. Plus, we hit the latest Calls of the Day. And later, the deck debates whether there's more equity upside abroad and how you should position your portfolio.
Investment Committee Disclo…
Trading Strategies for the Huge Week Ahead 4/27/26
Frank Holland and the Investment Committee debate the huge week ahead for stocks with mega cap earnings, a rate decision and a possible Fed Chair confirmation looming over stocks. Plus, we are watching the Energy trade down big this month but still the best sector this year, the desk debate how to…
The Tech Trade Pulls Back From Records: Your Next Move 5/12/26
Frank Holland and the Investment Committee debate how to trade tech stocks as the sector retreats from record highs. Plus, the desk share their latest portfolio moves. And later, Josh Brown spotlights Capital Market names in his "Best Stocks in the Market."
Investment Committee Disclosures
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How to Trade the Market Momentum 6/2/26
Frank Holland and the Investment Committee debate the best way to position your portfolio as stocks hover at record highs. Plus, the desk shares their latest portfolio moves. And later, Oliver Renick joins us with some Options Action in the crypto trade.
Investment Committee Disclosures
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The Rally's Road Ahead: How to Position Near Record Highs 6/16/26
Frank Holland and the Investment Committee debate how to position your portfolio near record highs as stocks look to extend the Monday snapback. Plus, the desk share their latest portfolio moves. And later, Josh Brown spotlights the Transports sector in his "Best Stocks in the Market."
Investment…
The Market Setup for the 2nd Half of the Year 6/29/26
Frank Holland and the Investment Committee debate the end of the quarter and discuss their trading strategy heading into the second half of the year. Plus, the Investment Committee share their latest portfolio moves. And later, we hit the latest Calls of the Day.
Investment Committee Disclosures …
Buying Beaten-Down Tech, Investing in Iraqi Energy, Interview with Phoenix Mayor 7/17/26
Stocks fell again on Friday, with Wall Street on track for a weekly decline, as traders weighed the latest moves in semiconductors along with the latest quarterly reports.
Contessa Brewer and Frank Holland are joined by Interactive Brokers’ Steve Sosnick and Albion Financial’s Jason Ware to break …
The Run in Rates 9/25/26
Frank Holland and the Investment Committee discuss the run in rates and what it means for your money. Kevin Simpson details his portfolio moves. Mike Santoli reacts to the market's volatile week. Oliver Renick reports Options Action from Cboe Global Markets.
Investment Committee Disclosures
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Trading Stocks as Yields Rise: The Investment Committee's Portfolio Strategy 10/2/26
Frank Holland and the Investment Committee reveal their portfolio strategy as yields continue to rise. Plus, the desk shares their latest portfolio moves. And later, CNBC’s Oliver Renick joins us to discuss the latest Options Action on Bitcoin.
Investment Committee Disclosures
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