joining us now, keith fitz-gerald. which ones do you like and which ones would you just avoid, keith? >> oh, my goodness, that's a tough question because there's great names coming up. palantir is a significant holding of ours. that's one i'm very focused on. i'm very interested in arm, and as far as one i'd avoid, lyft and uber are certainly at the top of that list. that one, to me, i think they've got some problems at airbnb too. liz: palantir looks very rocky on certain days, but it has had a very solid year. lyft, we've had the ceo on here. he is in a big move if to really central eyes for that -- strategize for that company. what specifically do you look for when you're thinking about buying a stock ahead of earnings? >> couple things. i want to the look does management have its head screwed on straight, am a i hearing good things about where the company's going from customers and from investors because you can't have one without the other. risk is the cost of opportunity. and then on top of that, i want to see wh

let's bring in fitz-gerald group cheat principal, keith fitz-gerald.o have it again. even myself, people saying i thought i wanted to be in this market. i'm afraid. i don't want to, it doesn't work for me and that part frustrates me we know these stocks don't go straight up and often they sell the greatest names out there. you identify these names and i've watched you, i watched you ride them up, ride them down, then ride them back up. what makes you hold? >> well i tell you what, it combs down to number one, learning how to take a deep breath, but number two, recognizing you're on the right side of the trend. people make this a whole lot more complicated than they have to, charles. if you look at a.i. for example, they have nuances for this stock or that stock. a.i. itself is the trend. forget bull at things that go up and down in the headline. that is the trend you have to totally watch and it is totally counterintuitive. charles: it is interesting, one of the major, major investment firms, they did a study a few years ago, they found out dead invest

keith fitz-gerald joining us this weekend.tant, the fed or nvidia earnings wednesday? >> no question, nvidia earnings the fed is a side show, stuart. stuart: you think nvidia could be make or break for this market? >> very definitely and here's why. it's not even about the numbers. it's about the psychology, because a.i. has captured the public's imagination. if they come in with the numbers that are half way what i think they are going to be then boy it's gates open, horses run. stuart: you're expecting fantastic numbers, are you? >> i am. i'm expecting very very strong numbers, revenue in the maybe 200-250% what it was last year. i'm expecting earnings to be up four, maybe 450%, and, you know, if that trajectory continues this is going to be unstoppable. stuart: it won't be just the numbers. is there going to be a call? there usually is a call, a guidance call, right after the numbers come out. is that where the real importance lies? >> well, it does lie there for the next 30, 60, 90 days because big technical traders want t

keith fitz-gerald, our thanks to you. two two-day gains for the market really bringing the majors into the with green for the week. dow, s&p and nasdaq all positive. monday, billionaire investor leon cooperman. ♪ larry: hello, folks. welcome to "kudlow," i'm larry kudlow. well, biden bust, trump boom. biden inflation means stagflation. a new rasmussen poll has donald trump up 10 points. steve forbes and david malpass will be here to talk about it. plus, we've got a report on the stock market. the dow's up almost 500, and then why is the biden administration more worried with about palestinian refugees than american hostages? if senator marsha blackburn going to try to make sense of that. and if is trump winning the alvin bragg trial? goodness gracious, it looks like he might be. and we'll ask house majority leader steve scalise about defunding woke universities and reimposing trump sanctions on iranian oil. first up today, our own edward lawrence live at the white house on jobs and whatever else he can find down there, sc

straight to the floor show, chief investment officer skyler -- and fit gerald group president keith fitz-gerald joining us now. gentlemen, thank you. keith, all this optimism about a rate cut, there's a 70% chance now that the first cut is in the month of september. you buy that? >> i think that's aggressive, but you know what? i'll take it. that's like going to the casino, only this time you're betting on the race after it's occurred. lauren: i wonder how much it matters, skyler, and i say this because the c everything o of blackrock said to bloomberg. he said, quote, people or who are mt. middle to higher income are now getting a big benefit from high interest rates. and those are the people that spend on services, as in they have disposable income, and that income is chasing services. so he says that a rate cut would tame inflation. do you buy that? >> no. that a made no sent to me. if those folks are saving currently, they are in high interest rate cds, bank accounts, money market funds. if you raise rates, it's going to encourage them to save more, and if you lower rates, it's going to enc

with so many cross-currents right now, let's get right to the floor show joined by trader keith fitz-gerald and steven sutt meyer,back of america chief ec with i think strategist. steven, the worst day for the dow since march of last year, also some pretty significant drops in the russell 2000. to what do you aa contribute this selloff that's happening right now? >> well, pretty much the fed minutes yesterday, i think, started this, and i think investors this morning with the opening on the upside expected nvidia and a.i. to save the market. and then if pmi threw war on. that i think it's very important to note though that coming into this technicals were quite solid, and today technicals are not. i mean, even with the market up, breadth was negative and it just kept getting worse and worse -- liz: let me just define breadth, the advanced decline line where the leaders sometimes, or or at least lately, have not been outpacing the laggards, the decliners of all of these stocks. so what do you mean by that? >> sure. liz: we're looking at a chart here. so this decline line, oh, i don't know wh