Active wealth management since 2000. Real strategy, real conversations. Co-founder & CEO Eddie Ghabour (@commonsensebull) hosts The Common Sense Bull 🎙️
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Episode one of The Common Sense Bull: markets, plainly explained.
Watch, share, and tell me what you want me to cover next.
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More than $3 trillion of debt in one segment of the economy.
@GaryKaltbaum sees uncomfortable parallels to 1999–2000, particularly around circular financing. His read: Wall Street is being remarkably nonchalant about it.
Full conversation on the #CommonSenseBull. Link below.
The market first. Everything else second.
That’s @GaryKaltbaum’s approach, and it’s why he’s watching yields and credit closely right now.
Our full conversation is on the #CommonSenseBull. Link below.
Enjoyed this conversation with @GaryKaltbaum, one of the sharpest technicians in the industry. Gary has helped us evolve our process by keeping us focused on what the technicals are telling us.
AI, the Fed, the Treasury, the debt. We cover it all.
Link in the reply below.
Our Fed call from a month ago! Did you position your portfolio correctly?
"The Fed has to make the economy a little bit less sexy in order for the bond market to get comfortable." — @DariusDale42 of @42Macro
The Fed tightens to appease bond vigilantes; expect short-term friction. The play? 100% buy the dip.
#StockMarket#TreasuryYields#Inflation
@RyanDetrick: A bull market is like a cruise ship. Once it's moving, it's hard to turn around and hard to stop.
Four years old doesn't mean this one's done. Link below.
#CommonSenseBull
Higher rates aren't the story many are making them out to be. If yields are rising because the economy is accelerating, this market can handle it.
New episode with @RyanDetrick of @CarsonGroupLLC. Link below.
#CommonSenseBull
Corrections and recalibrations can be healthy for the longevity of a market. @DariusDale42 on why one may be coming, and why he doesn't think it ends the bull market.
Link below.
#CommonSenseBull
What’s ahead for markets?
Join our CEO, Eddie Ghabour, on @FoxBusiness with @MorningsMaria at 7:10 am ET tomorrow. He’ll be discussing his latest market outlook and how investors can rethink positioning portfolios through year-end.
Watch live: shorturl.at/4qmSA
The classic 60/40 buy and hold strategy, in my opinion, is officially outdated. @DariusDale42 and I get into why, and what to do about it, on the new episode.
#CommonSenseBull
The tech trade isn't dead, in our opinion. We still favor software and cybersecurity over semis. Bumpy through September, then we think it's off to the races.
#CommonSenseBull
We called for this summer chop, and now the carnage in tech is setting up the trade for the back half of 2026. Don't sleep on a September surprise from the Fed.
Link below.
#CommonSenseBull
Is your portfolio diversified and ready for volatility? It may be time to broaden your portfolio and de-risk your tech exposure.
Thanks for having me @remyblairenews
A top moment from our latest episode: @DivesTech on why the coming wave of AI IPOs – SpaceX, Anthropic, OpenAI – is a net positive for the broader market.
Massive honor to have the legendary @DivesTech, one of the sharpest tech minds on Wall Street, as our first-ever guest. We got into the names he likes, the risks he's watching, and what a SpaceX-Tesla merger could mean.
Link below.
#CommonSenseBull
Can you guess our first-ever guest on The Common Sense Bull?
Hint: I'm wearing some of his signature looks today.
Drop your guess below – you'll see him this week.
The biggest risk to this market right now, in our view: the Fed.
If I had to bet on probabilities, we see at least one tightening move this summer. Our playbook is built for it.
Full breakdown in the new episode. Link below.
#CommonSenseBull