The Fed is in a VERY difficult situation, SlateStone Wealth founder says

Recommendations

Entry is the asset's closing price on the publication date. Current is the last close on record.

1. 01 CVX NYSE BUY +8.72%
   Entry $196.66 11 Aug 2026

   Current $213.81 09 Sep 2026

   Result +$17.15

   vs. index +9.8% SPY −1.1% over the same days

   Cite this call · Watch source video * †

   Surrounding source transcript

   …ROM THE OIL PERSPECTIVE BUT CONSUMER FROM THE ECONOMY PERSPECTIVE. >> YOU LIKE CHEVRON, WHICH IS INTRIGUING BECAUSE YOU MADE THE BIG MOVE, IT'S BOUNCED BACK, BUT IF THERE IS A DEAL AND TRUTH COMES ON QUICKLY, YOU STILL THINK CHEVRON IS? >> I DO BECAUSE IT'S TRADING AT A DISCOUNT, 20% DISCOUNT TO THE S&P. A GOOD DIVIDEND PAYER BUT IT JUST ABOUT TO BREAK OUT AND IF WE DO I THINK IT HAS THE ABILITY TO RUN. IF OIL COLLAPSES THAN MAYBE YOU HAVE TO TAKE A STEP BACK, BUT I DON'T THINK THAT'S THE STORY. I THINK IT WILL THEY. >> YOU AND I WILL MAKE A GREAT TEAM. I SAW THE LIST OF STUFF YOU LIKE. >> PEPSI IS ANOTHER GREAT ONE TRADING AT A DISCOUNT…

   I DO BECAUSE IT'S TRADING AT A DISCOUNT, 20% DISCOUNT TO THE S&P. A GOOD DIVIDEND PAYER BUT IT JUST ABOUT TO BREAK OUT AND IF WE DO I THINK IT HAS THE ABILITY TO RUN.

   Go

   AI-extracted context YOU LIKE CHEVRON, WHICH IS INTRIGUING BECAUSE YOU MADE THE BIG MOVE, IT'S BOUNCED BACK, BUT IF THERE IS A DEAL AND TRUTH COMES ON QUICKLY, YOU STILL THINK CHEVRON IS? >> I DO BECAUSE IT'S TRADING AT A DISCOUNT, 20% DISCOUNT TO THE S&P.

2. 02 PEP NASDAQ BUY -1.24%
   Entry $138.41 11 Aug 2026

   Current $136.69 09 Sep 2026

   Result −$1.72

   vs. index −0.2% SPY −1.1% over the same days

   Cite this call · Watch source video * †

   Surrounding source transcript

   … AND IF WE DO I THINK IT HAS THE ABILITY TO RUN. IF OIL COLLAPSES THAN MAYBE YOU HAVE TO TAKE A STEP BACK, BUT I DON'T THINK THAT'S THE STORY. I THINK IT WILL THEY. >> YOU AND I WILL MAKE A GREAT TEAM. I SAW THE LIST OF STUFF YOU LIKE. >> PEPSI IS ANOTHER GREAT ONE TRADING AT A DISCOUNT. >> LOOK AT THE STOCK. >> IT'S ONLY DOWN 4%, DOWN FROM ITS HIGH IN FEBRUARY, BUT THIS STORY IS FIRST CLASS GLOBAL ALBANY, IT'S HAD ITS PROBLEMS, BUT I SEE IT STARTING TO FORM A BASE AND THIS IS WHAT I WANT TO SEE, IF WE BREAK UP HERE THAN O…

   PEPSI IS ANOTHER GREAT ONE TRADING AT A DISCOUNT.

   Go

3. 03 NVDA NASDAQ BUY +2.84%
   Entry $217.50 11 Aug 2026

   Current $223.67 09 Sep 2026

   Result +$6.17

   vs. index +3.9% SPY −1.1% over the same days

   Cite this call · Watch source video * †

   Surrounding source transcript

   … OTHER, NVIDIA IS TALKING ABOUT LESS MEMORY BECAUSE THE MEMORY IS EXTENSIVE SO THEY WILL PUT LESS MEMORY BUT IF THEY SO MORE OF THOSE UNITS ULTIMATELY THEY'VE INCREASED, BUT HBM IS AT THE TOP OF THE GAME SO IN TERMS OF THE PULLBACK I THINK AND HERE IS A GREAT OPPORTUNITY TO BUY. I THINK IT'S 1350 PRICE TARGET, BUT I THINK WE SEE A NICE BACK THE NVIDIA STORY IS TEMPORARY. >> IN APRIL AND MADE A MONSTER MOVE SO THE CONSOLIDATION IS NOT UNUSUAL. >> IT'S NOT IT'S COME BACK AND FOUND WRITING YOUR INTO LOOKS LIKE, YOU MIGHT WANT TO TEST IT AGAIN TO THINK IT'S A GREAT NAME. >> A COUPLE OF THE NAMES, A CHECKUP ON…

   AND HERE IS A GREAT OPPORTUNITY TO BUY. I THINK IT'S 1350 PRICE TARGET, BUT I THINK WE SEE A NICE BACK THE NVIDIA STORY IS TEMPORARY.

   Go

   AI-extracted context EARLIER THIS YEAR THEY ARE SAYING WE HAVE TO FIND A WAY TO USE LESS MEMORY. GRAND SLAM WINNER, THIS IS MATTER MORE, OR MEMORY CHIPS COMING OUT MATTER MORE. >> TO THINK IT'S ONE OF THE OTHER, NVIDIA IS TALKING ABOUT LESS MEMORY BECAUSE THE MEMORY IS EXTENSIVE SO THEY WILL PUT LESS MEMORY...

4. 04 AAPL NASDAQ BUY +3.42%
   Entry $304.91 11 Aug 2026

   Current $315.34 09 Sep 2026

   Result +$10.43

   vs. index +4.5% SPY −1.1% over the same days

   Cite this call · Watch source video * †

   Surrounding source transcript

   …NLY DOWN 4%, DOWN FROM ITS HIGH IN FEBRUARY, BUT THIS STORY IS FIRST CLASS GLOBAL ALBANY, IT'S HAD ITS PROBLEMS, BUT I SEE IT STARTING TO FORM A BASE AND THIS IS WHAT I WANT TO SEE, IF WE BREAK UP HERE THAN ONCE AGAIN IT GOES INTO THE 147. HE CAN'T HELP BUT BUY IT, IT'S A CLASSIC NAME AND THEY PAY ONE HALF%, THE STOCK IS DOWN 19%. >> BOTH YOUR NAMES ARE STRONG. LET'S TALK ABOUT APRIL, I WANT TO ASK ABOUT THIS. EARLIER THIS YEAR THEY ARE SAYING WE HAVE TO FIND A WAY TO USE LESS MEMORY. GRAND SLAM WINNER, THIS IS MATTER MORE, OR MEMORY CHIPS COMING OUT MATTER MORE. >>…

   HE CAN'T HELP BUT BUY IT, IT'S A CLASSIC NAME AND THEY PAY ONE HALF%, THE STOCK IS DOWN 19%.

   Go

   AI-extracted context IT'S ONLY DOWN 4%, DOWN FROM ITS HIGH IN FEBRUARY, BUT THIS STORY IS FIRST CLASS GLOBAL ALBANY, IT'S HAD ITS PROBLEMS, BUT I SEE IT STARTING TO FORM A BASE AND THIS IS WHAT I WANT TO SEE, IF WE BREAK UP HERE THAN ONCE AGAIN IT GOES INTO THE 147. HE CAN'T HELP BUT BUY IT, IT'S A CLASSIC NAME AND THEY PAY ONE HALF%, THE STOCK IS DOWN 19%.