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Tom Essaye joins Opening Bid host Brian Sozzi to discuss the latest data.

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Tom Essaye joins Opening Bid host Brian Sozzi to discuss the latest data.

Jobs data disappointment fueled by AI displacement & more

Sevens Report founder Tom Essaye, Yahoo Finance Senior Reporter Brooke DiPalma, and Yahoo Finance Senior Reporter Ines Ferré join Opening Bid host Brian Sozzi to connect the dots on the latest data.

Everybody’s sort of making the assumption that the economy is fine, and I get it. Most of the data is showing pretty solid growth. But the reality is that we are still in a labor market that’s a bit in flux. Now, I don’t think the negative 92,000 number is necessarily exactly correct. I think that there was a strike that added 30, I think 1,000, and then the weather did have some sort of impact. But the reality is we are in a no hire, no fire labor market. and that’s fine as long as it’s stable. But if all of a sudden it can quickly go to a firing and layoff labor market, then we have an economic problem and that is exactly what we do not need given all the other headaches we have.

Also, click here to view the full video published on Yahoo Finance on March 6th, 2026. However, to see the Sevens Report’s full comments on the current market environment sign up here.

If you want research that comes with no long term commitment, yet provides independent, value added, plain English analysis of complex macro topics, then begin your Sevens Report subscription today by clicking here.

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Tom Essaye Talks About The Legitimacy of These AI Fears with Yahoo Finance

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Tom Essaye Talks About The Legitimacy of These AI Fears with Yahoo Finance

AI scare: Citrini’s report is just a ‘thought experiment’ for now

Sevens Report Research founder Tom Essaye, Yahoo Finance Markets and Data Editor Jared Blikre, and Yahoo Finance Senior Reporter Ines Ferré assess the legitimacy of these AI fears as disruptions ripple across the software landscape. IBM (IBM) shares dropped yesterday while Wall Street investors adjust their price targets on Workday (WDAY).

So the whole AI enthusiasm, AI bull market has been driven on the idea that AI is going to make companies much more productive, right? Which means better margins and more earnings. But now, the thought is going beyond that. It’s saying, wait, it’s going to become so productive that we’re actually not even going to need all of these industries. And there won’t be jobs for people.

Also, click here to view the full video published on Yahoo Finance on February 24th, 2026. However, to see the Sevens Report’s full comments on the current market environment sign up here.

If you want research that comes with no long term commitment, yet provides independent, value added, plain English analysis of complex macro topics, then begin your Sevens Report subscription today by clicking here.

To strengthen your market knowledge take a free trial of The Sevens Report.

Join hundreds of advisors from huge brokerage firms like Morgan Stanley, Merrill Lynch, Wells Fargo Advisors, Raymond James, and more! To start your quarterly subscription and see how The Sevens Report can help you grow your business, click here.

Tom Essaye Explains Tariff Uncertainty Live With Yahoo Finance

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Tom Essaye explains what the tariff uncertainty means for companies, consumers, and markets with Yahoo Finance

FedEx is latest company to sue Trump admin. for tariff refunds

Sevens Report Research founder Tom Essaye joins the live show with Yahoo Finance Markets and Data Editor Jared Blikre and Yahoo Finance Senior Markets Reporter Ines Ferré to break down what the tariff uncertainty means for companies, consumers, and markets.

I don’t think it’s going to impact markets. Look, in the short term, the tariff chaos is just adding to the general uncertainty that AI anxiety has brought on the markets.

Here’s the key about tariffs. The markets are not worried that the Trump administration is going to do something so, for lack of a better word, dumb that it’s going to hurt the economy on trade. Trump and the administration have backed off numerous times. The market continues to think they will. The refund thing is going to be a mess for years. The lawyers are going to be the biggest winners from that, not the consumers. I don’t think tariffs are a major issue for this market.

Also, click here to view the full video published on Yahoo Finance on February 24th, 2026. However, to see the Sevens Report’s full comments on the current market environment sign up here.

If you want research that comes with no long term commitment, yet provides independent, value added, plain English analysis of complex macro topics, then begin your Sevens Report subscription today by clicking here.

To strengthen your market knowledge take a free trial of The Sevens Report.

Join hundreds of advisors from huge brokerage firms like Morgan Stanley, Merrill Lynch, Wells Fargo Advisors, Raymond James, and more! To start your quarterly subscription and see how The Sevens Report can help you grow your business, click here.

Tom Essaye Talks About Gold vs. Bitcoin With Yahoo Finance

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Tom Essaye Talks About Gold vs. Bitcoin With Yahoo Finance

Gold vs. bitcoin: Which asset should investors be buying?

Sevens Report Research founder Tom Essaye, Yahoo Finance Senior Reporter Ines Ferré, and Yahoo Finance Markets and Data Editor Jared Blikre examine gold and bitcoin’s past performances amid volatile periods.

So, if I had to buy something today, I would be buying Bitcoin, although I would be doing it knowing that I’m probably not buying the bottom. I think Jared’s right. I mean that there is no fundamental bottom for Bitcoin, right? I mean, there’s no earnings or discounted cash flow we can look at. So it’s just at what point does sentiment become washed out and people think there’s enough value to step in.

However, the reason I prefer Bitcoin today over gold is because every month in the Seven’s report, we do a Bitcoin and cryptocurrency industry update. And the amount of fundamental use of of large players that are that are integrating into cryptocurrencies that are buying Bitcoin to hold on their treasury stock. It’s it’s becoming more and more mainstream and it’s not an exciting event. It’s not going to create headlines. Even you guys announcing this morning, your partnership with Coinbase. This is in the the the sort of financial mainstream now. And so I think that that creates fundamental demand that over time will create a bullish thesis. Now, it doesn’t mean it can’t go down to 40,000 in the short term. We all know how Bitcoin trades, but I think as I look out, I’d rather be buying buying Bitcoin down at these levels than necessarily chasing gold above 5,000.

Also, click here to view the full video published on Yahoo Finance on February 24th, 2026. However, to see the Sevens Report’s full comments on the current market environment sign up here.

If you want research that comes with no long term commitment, yet provides independent, value added, plain English analysis of complex macro topics, then begin your Sevens Report subscription today by clicking here.

To strengthen your market knowledge take a free trial of The Sevens Report.

Join hundreds of advisors from huge brokerage firms like Morgan Stanley, Merrill Lynch, Wells Fargo Advisors, Raymond James, and more! To start your quarterly subscription and see how The Sevens Report can help you grow your business, click here.

Tom Essaye Discusses the Warner Brothers and Netflix bid With Yahoo Finance

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Tom Essaye Discusses Warner Brothers and Netflix With Yahoo Finance

Paramount, Netflix’s bidding war ‘underscores’ Warner Bros. value

Sevens Report Research founder Tom Essaye, Yahoo Finance Senior Reporter Ines Ferré, and Yahoo Finance Markets and Data Editor Jared Blikre all weigh in on whether Paramount’s new deal is sweet enough for WBD to reconsider a sale to streamer Netflix.

I think Netflix still wins. I mean that Warner Brothers has still accepted the bid from Netflix and now they’re going to consider this elevated bid from Paramount, which we can assume is above $30 because I believe that was the last uh bid that they made. We don’t know where Netflix is in the process, but we do know that Netflix has a lot of money and are likely well able to increase its bid if necessary to secure the rights. You know, this is sort of a refreshing little like, you know, break from all this concern that AI is going to ruin society. 

Also, click here to view the full video published on Yahoo Finance on February 24th, 2026. However, to see the Sevens Report’s full comments on the current market environment sign up here.

If you want research that comes with no long term commitment, yet provides independent, value added, plain English analysis of complex macro topics, then begin your Sevens Report subscription today by clicking here.

To strengthen your market knowledge take a free trial of The Sevens Report.

Join hundreds of advisors from huge brokerage firms like Morgan Stanley, Merrill Lynch, Wells Fargo Advisors, Raymond James, and more! To start your quarterly subscription and see how The Sevens Report can help you grow your business, click here.

Tom Essaye Discusses SpaceX and xAI Merger With Yahoo Finance

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Tom Essaye Discusses SpaceX and xAI Merger With Yahoo Finance

Why a SpaceX, xAI deal ‘makes sense’

Tesla (TSLA) CEO Elon Musk is in talks to combine SpaceX (SPAX.PVT) with xAI (XAAI.PVT), according to reports. Yahoo Finance Senior Reporter Ines Ferré weighs in on the reporting, while Sevens Report Research founder Tom Essaye explains why he thinks a deal “makes sense.”

Also, click here to view the full video published on Yahoo Finance on February 2nd, 2026. However, to see the Sevens Report’s full comments on the current market environment sign up here.

If you want research that comes with no long term commitment, yet provides independent, value added, plain English analysis of complex macro topics, then begin your Sevens Report subscription today by clicking here.

To strengthen your market knowledge take a free trial of The Sevens Report.

Join hundreds of advisors from huge brokerage firms like Morgan Stanley, Merrill Lynch, Wells Fargo Advisors, Raymond James, and more! To start your quarterly subscription and see how The Sevens Report can help you grow your business, click here.

Tom Essaye Interviewed on Yahoo Finance

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Tom Essaye interviewed on Yahoo Finance

Gold prices plunge: ‘The dam broke’ amid Trump’s Fed announcement

Gold prices (GC=F) have been plunging as the precious metal kicks off the first trading week of February below $4,800 per ounce. Currently, silver (SI=F) hovers above $81.

Sevens Report Research founder Tom Essaye and Yahoo Finance Senior Reporter Ines Ferré comment on the recent bout of volatility working its way through precious metals commodities.

Also, click here to view the full article published in Yahoo Finance on February 2nd, 2026. However, to see the Sevens Report’s full comments on the current market environment sign up here.

If you want research that comes with no long term commitment, yet provides independent, value added, plain English analysis of complex macro topics, then begin your Sevens Report subscription today by clicking here.

To strengthen your market knowledge take a free trial of The Sevens Report.

Join hundreds of advisors from huge brokerage firms like Morgan Stanley, Merrill Lynch, Wells Fargo Advisors, Raymond James, and more! To start your quarterly subscription and see how The Sevens Report can help you grow your business, click here.

Tom Essaye Joins Yahoo Finance To Discuss New CEOs

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Tom Essaye joins Yahoo Finance to discuss new CEOs

New CEOs at Walmart & Target: Furner wins as Fiddelke rebuilds

John Furner has taken over as Walmart’s (WMT) new CEO, and the company continues to outperform. Meanwhile, Target’s (TGT) new CEO Michael Fiddelke is still betting on innovation to spark a turnaround.

Yahoo Finance Senior Reporter Brooke DiPalma and Sevens Report Research founder Tom Essaye sit down with Opening Bid host Brian Sozzi to discuss.

Also, click here to view the full video published on Yahoo Finance on February 2nd, 2026. However, to see the Sevens Report’s full comments on the current market environment sign up here.

If you want research that comes with no long term commitment, yet provides independent, value added, plain English analysis of complex macro topics, then begin your Sevens Report subscription today by clicking here.

To strengthen your market knowledge take a free trial of The Sevens Report.

Join hundreds of advisors from huge brokerage firms like Morgan Stanley, Merrill Lynch, Wells Fargo Advisors, Raymond James, and more! To start your quarterly subscription and see how The Sevens Report can help you grow your business, click here.

Tom Essaye Says Markets Trust The Rally’s Core Pillars Despite Political Noise

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Why Trump-Driven Selloffs Keep Becoming Buyable Dips

The TACO theory on Trump makes every ‘dip’ a buy, analyst says

“Trump is not going to willfully drive the markets or the economy into the ground. At least we hope not,” Tom Essaye, president and founder of Sevens Report Research, told Yahoo Finance’s Opening Bid.

The theory has become the defining feature of Trump’s current term, Essaye argues. The administration started the year laser-focused on Venezuela and has since taken aim at credit card companies over interest rates, healthcare providers over insurance costs, and even the Federal Reserve.

“The sheer volume will test the TACO theory,” Essaye said.

Despite the noise, the underlying “four pillars” of the market rally — earnings growth, stimulus, Fed support, and the AI boom — remain largely intact. Essaye suggests that while protection is “relatively cheap” and perhaps necessary for those with no hedge, the “buy the dip” mentality shouldn’t be abandoned just yet.

“One of the most important things in investing is being able to cut out the headline noise and stay focused on the big trends,” Essaye said. He points to financials and healthcare as prime examples and some of the best trades to make right now, as these sectors often sell off 3% to 5% on a single social media post, only for the threatened regulations to never materialize.

Investors should focus on earnings, underlying economic growth, and the likelihood the Fed will cut rates in the first half of the year, Essaye said. Not to mention, “AI enthusiasm is alive and well,” he added.

Ultimately, the TACO trade relies on the belief that the president’s greatest vanity is the stock market ticker. As long as that holds true, every policy-driven dip should not be viewed as a disaster, but as a tactical entry point, per Essaye.

Also, click here to view the full article published in Yahoo Finance on January 20th, 2026. However, to see the Sevens Report’s full comments on the current market environment sign up here.

If you want research that comes with no long term commitment, yet provides independent, value added, plain English analysis of complex macro topics, then begin your Sevens Report subscription today by clicking here.

To strengthen your market knowledge take a free trial of The Sevens Report.

Join hundreds of advisors from huge brokerage firms like Morgan Stanley, Merrill Lynch, Wells Fargo Advisors, Raymond James, and more! To start your quarterly subscription and see how The Sevens Report can help you grow your business, click here.

Tom Essaye Quoted in Yahoo Finance

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The market is richly valued trading at a high multiple

Why the stock market could easily get spooked

“The market is richly valued trading at a high multiple that presents a major risk if lofty earnings expectations fail to be delivered,” Sevens Report Research founder Tom Essaye said.

To Essaye’s point, the forward price-to-earnings ratio (PE) for the S&P 500 (^GSPC) is 22 times — well above the 10-year average of 18.7 times. Stocks are almost as richly valued as when they hit a peak in early January 2022. What followed was the start of a nine-month bear market — the benchmark index plunged about 19%.

Also, click here to view the full article published in Yahoo Finance on January 9th, 2026. However, to see the Sevens Report’s full comments on the current market environment sign up here.

If you want research that comes with no long term commitment, yet provides independent, value added, plain English analysis of complex macro topics, then begin your Sevens Report subscription today by clicking here.

To strengthen your market knowledge take a free trial of The Sevens Report.

Join hundreds of advisors from huge brokerage firms like Morgan Stanley, Merrill Lynch, Wells Fargo Advisors, Raymond James, and more! To start your quarterly subscription and see how The Sevens Report can help you grow your business, click here.