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Bull Street

NVIDIA and TSMC’s Historic Blackwell Chip: A Step Forward for U.S. Manufacturing

"There is fine print that is a little bit buried here, and that's that the Arizona-made wafer still needs to be shipped back to...

Market Resilience: Analyzing the Rebound After Friday’s Sell-Off

"Markets don't climb straight, right? They scale the walls of worry and they reward those who buy the fear." - 02:29 Evelio Silvera, Co-Founder of...

Boeing’s Regulatory Thaw: Is the Sky the Limit for Shares?

"Even a tarnished giant like Boeing can soar when the federal government finally loosens the leash." - 02:02 Evelio Silvera, Co-Founder of Bull Street Media,...

Market Movers: Apple, Google, and Macy’s Show Resilience Amid Antitrust Rulings

"Investors are learning to reward disciplined capital allocation over growth at any cost." - 03:17 Evelio Silvera, Co-Founder of Bull Street Media, joins Remy Blaire...

Market Insights: NVIDIA’s Revenue Concentration and CrowdStrike’s Resilience

"Even the most dominant companies can become prisoners of their own success." - 01:41 Evelio Silvera, Co-Founder of Bull Street Media, joins Remy Blaire to...

Navigating Economic Signals: The Fed’s Next Move and Consumer Trends

"These backward-looking data points shouldn't derail what I think need to be aggressive rate cuts." - 01:16 Evelio Silvera, Co-Founder of Bull Street Media, joins...

Apple’s $100 Billion Manufacturing Bet: A Game Changer for U.S. Tech?

"This is the single largest corporate manufacturing reshoring in modern history." - 01:35 Evelio Silvera, Co-Founder of Bull Street Media, joins J.D. Durkin to discuss...

Navigating Market Trends: UPS, Visa, and the Future of Consumer Spending

"Microsoft joining NVIDIA as exclusive members of the $4 trillion market cap club." - 00:00:10 Evelio Silvera, Co-Founder of Bull Street Media, joins Remy Blaire...

Earnings Season Insights: Google and Tesla’s Mixed Results Amid Trade Deal Developments

Evelio Silvera, Co-Founder at Bull Street Media, joins Remy Blaire to discuss the current state of the stock market, which is experiencing mixed trading,...

Navigating Earnings Season: Insights from Big Banks and Consumer Trends

Evelio Silvera, Co-Founder of Bull Street Media, joins Remy Blaire to discuss the ongoing earnings season, highlighting the strong performance of major banks, with...

Stocks Pull Back From Highs as U.S. Pushes Countries on Trade

Evelio Silvera, Co-Founder of Bull Street Media, joins Remy Blaire at the New York Stock Exchange to breakdown investor worries of tariff rates returning...

Tech Resurgence: How AI and FinTech Are Driving Market Recovery

Evelio Silvera, Co-Founder of Bull Street Media, joins Remy Blaire to discuss the significant role that technology and fintech companies have played in driving...