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What Eddie Ghabour is saying

Co-founder & CEO, Key Advisors Wealth Management

13 dated public stances tracked since 2025-10-20, most recently 2026-10-29. Each line carries the date and the venue it came from; quotation marks mean verbatim. Methodology.

The stances below are c8alpha's editorial distillation of Eddie Ghabour's public commentary — television, podcasts, and interviews — compiled by automated transcript analysis and dated to the episode they came from. They may lag the speaker's current view and may contain extraction errors. Text in quotation marks is verbatim from the episode; everything else is our paraphrase. Eddie Ghabour is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.

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13
tracked stances
10
themes
2
side flips
2026-10-29
last heard
Returns  90d -6.9% 20% correct · 5 calls · 180d -6.8% 40% correct · 5 calls
Points  Score -4.6 · 1/4 names green at 90 days · how it’s scored

Raw direction-aware returns on public statements — long calls credited when the price rose, shorts when it fell, shorts capped at −100% — in a rising market this mostly measures who was long, not who has skill. Returns run from the stance date; calls are rarely closed publicly, so fixed 90-day / 180-day / 1-year horizons are used. A horizon shows only once it has fully matured, and only at 5+ scored stances. “% correct” is the share of those scored calls whose direction-aware return was positive at the horizon — in a rising market a bullish call is correct by default, so read it beside the market, not alone.

Scored calls

Every tracked call with at least one matured horizon: the rows behind the Returns line above. A dash is a horizon that has not matured yet.

DateNameCall90d180d1y
2026-03-18SPXbearish-13.8%-15.7%—
2026-02-27short Big Tech / long BANKSpair-8.3%-1.8%—
2026-01-26TSLAbullish-13.0%-28.9%—
2025-10-20SPXbullish+1.2%+6.2%+15.8%
2025-10-20Big Techbullish-0.4%+6.0%+17.9%

View flips

Where the tracked view on a theme reversed between appearances — bullish to bearish or back. Dates are the episodes on each side of the turn.

SPX — bearish2026-03-18 → bullish2026-10-27
SPX — bullish2025-10-20 → bearish2026-03-18

Most-argued themes

ThemeStancesLeanMixLast
SPX32 bullish / 1 bearish2026-10-27
Big Tech11 bullish2025-10-20
CRWD11 bullish2026-10-27
ECONOMICALLY SENSITIVE STOCKS11 bullish2026-01-26
FED POLICY RATES11 neutral2026-10-29
GOOGL11 bearish2026-10-29

Tracked stances

bullish / bearish is a view they argued; owns / short is a position they said they hold.

2026-10-29 GOOGL bearish Fox Business (uncut) · uncut_tv
Alphabet's weakening ad revenue and $9 billion of negative cash flow raise doubts about its ability to fund rising capital expenditures, so he prefers to wait before buying the shares.
“I am not. I'm going to sit back and wait and watch how this goes.”
Fox Business uncut 2026-10-29 07:15 ET (5 min)
2026-10-29 MSFT owns Fox Business (uncut) · uncut_tv
Microsoft's strong cash flow and proactive expense controls improve its ability to meet elevated investment expectations as yields rise.
“We own it for clients and we would be comfortable buying it today.”
Fox Business uncut 2026-10-29 07:20 ET (5 min)
2026-10-29 FED POLICY RATES neutral Fox Business (uncut) · uncut_tv
The Fed should hold rates steady because credit markets are already tightening and oil-driven inflation will not be corrected by higher rates, which risk an economic slowdown and equity selloff.
“We do not need any rate hikes this year or next year in our humble opinion.”
Fox Business uncut 2026-10-29 07:20 ET (5 min)
2026-10-27 SPX bullish Fox Business (uncut) · uncut_tv
The bull market should continue until the Fed raises rates because holding steady would avoid tightening into already-restrictive monetary conditions and emerging credit-market stress.
“It rallies until the Fed raises rates. Correct.”
Fox Business uncut 2026-10-27 09:06 ET (5 min)
2026-10-27 LLY bullish Fox Business (uncut) · uncut_tv
Eli Lilly should continue benefiting from its GLP-1 leadership, successful AI monetization, international investment, and a favorable outlook for healthcare.
“I like Lilly... we think that's going to continue to carry strength.”
Fox Business uncut 2026-10-27 09:31 ET (5 min)
2026-10-27 CRWD bullish Fox Business (uncut) · uncut_tv
CrowdStrike should benefit as rapid AI adoption increases cyberattack risks and drives double-digit growth in corporate cybersecurity spending over the next 12 months.
“The one area we think we're going to see double digit growth... is going to be in the cyber names.”
Fox Business uncut 2026-10-27 09:21 ET (5 min)
2026-03-18 SPX bearish Fox Varney & Co · video
Elevated gas and diesel prices will sustain inflation, push the 10-year yield higher, and force the Fed into a more hawkish stance, driving a 70% probability of a 10%+ correction in the S&P 500
“the probability of a 10% or more correction in the S&P has now gone up significantly... I would say a 70% probability”
90d -13.8% · 180d -15.7%
Eddie Ghabour on FOX Business Market Check with Stuart Varney
2026-02-27 short Big Tech / long BANKS pair Fox Mornings with Maria · video
Rotate out of Nasdaq/Mag7 tech into cyclicals (industrials, regional banks, housing) because tech faces post-earnings rejection from an elevated valuation bar and concentrated capital creating further headwinds, while cyclicals benefit from accelerating…
“we think the worst is not behind us yet on technology”
90d -8.3% · 180d -1.8%
STARK CALL: Expert says tech won’t be market leader in 2026
2026-01-26 TSLA bullish Fox Varney & Co · video
After months of consolidation, Tesla's robo-taxi announcement and accelerating European expansion are catalysts for a sharp move higher toward $500 by February
“this name when it starts getting going it really takes off”
90d -13.0% · 180d -28.9%
Stocks Fall to End Tumultuous Week. Eddie Ghabour on FOX Business Market Check with Stuart Varney
2026-01-26 ECONOMICALLY SENSITIVE STOCKS bullish Fox Varney & Co · video
Potential 4-5% GDP growth, a Trump tax-cut windfall hitting in Q2, and simultaneous Fed easing create an unprecedented setup for economically sensitive names to continue outperforming
“the biggest bull market is the US economy right now”
Stocks Fall to End Tumultuous Week. Eddie Ghabour on FOX Business Market Check with Stuart Varney
2026-01-26 TECH SECTOR bearish Fox Varney & Co · video
The AI trade is getting tired and Q2 2026 will be very challenging for broad tech, requiring investors to be highly selective rather than owning the sector indiscriminately as they did in 2024
“the AI trade is going to start to get a little tired”
Stocks Fall to End Tumultuous Week. Eddie Ghabour on FOX Business Market Check with Stuart Varney
2025-10-20 SPX bullish Fox Varney & Co · video
Investors are underestimating the growth trajectory heading into 2026, which supports 15-20% additional upside from current levels
“We see 15-20% more upside in the S&P as we look out to 2026”
90d +1.2% · 180d +6.2% · 1y +15.8%
‘BUY MORE!’: Financial expert predicts MAJOR market growth coming in 2026
2025-10-20 Big Tech bullish Fox Varney & Co · video
Mag7 earnings are expected to beat to the upside and, given their heavy S&P weighting, will sustain the AI-driven bull market momentum
“We'll see them deliver to the upside there to keep this momentum going in this bull market”
90d -0.4% · 180d +6.0% · 1y +17.9%
‘BUY MORE!’: Financial expert predicts MAJOR market growth coming in 2026

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