Investor's Edge with Gary Kaltbaum - Communists [06.25.2026]

Episode Date: June 25, 2026

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Starting point is 00:00:00 Investor's Edge with Gary Coltbaum. Straight talk about you and your money. Now from the BizTalk Studios, here is Gary Coltbaum. And welcome once again to Investors Edge. I'm Gary Colp. I'm your host. A thanks for being with us today. Glad you here, ladies and gentlemen, happy that you are listening.
Starting point is 00:00:20 It's the 25th of June, 2026. Hope you are having a good day. In case you don't know, as always, this is. serious talk on everything that affects you. The markets, the economy, your job, your industry, the people making the decisions on our life throughout the country, from federal to state to city, and anything else that comes to mind. And if you do not get this show in your city, this radio show, we will post it at garyk.com also on our X feed. And if you don't follow us on X.
Starting point is 00:01:04 You should. Just put our name it. If you'd like to email us, just be nice. We'll be nice back as long as you're respectful. And you don't like Hamas. And we'll put it on the Biz TV YouTube channel also. Let me read a few things to you. Calls for defunding the police and abolishing prisons.
Starting point is 00:01:36 Calls white women. ugly colonizers, said not a single deportation, including of the criminals is justified, called the police pigs, called U.S. service members war criminals, and said the U.S. is a disgrace of a country, said she would use the American flag as a napkin. The day after the October seventh attack in Israel celebrated the slaughter of Israeli civilians at a rally the day after. You got that? Because that's just number one. How about this one?
Starting point is 00:02:39 Appeared at rallies wearing Hamas headbands. Let me repeat that. Appeared at rallies wearing. Hamas headbands, by the way. This is not third hand. There's pictures. Supported a Palestinian Islamic jihad member and called convicted al-Qaeda and Hamas financiers imprisoned heroes.
Starting point is 00:03:26 The second one won a primary for the New York State Senate in Queens. Did you hear that? The first one I mentioned, one a primary candidate for Congress. We already know about the mayor of New York, who by the way, endorsed these two. Oh, by the way, they hate Israel and hate Jews. When asked on TV about being accused, of being a communist. She said pretty much, she didn't say she was,
Starting point is 00:04:40 but people have to act in the way they need to act to combat, which of course combat capitalism. You know, we've had Bernie Sanders in a vowed socialist. Donald Trump is a socialist. That doesn't bother me. and before you email me about me saying Donald Trump is a socialist, of course he is. You don't think so? Two point something trillion dollar deficits, massive increase in government spending and government.
Starting point is 00:05:24 He keeps saying we're cutting these other areas of government, which they are, but we do things in total here. Oh, how about taking positions in companies? Pure socialism. But there's, believe it or not, real bad socialism and bad socialism. Donald Trump's socialism is bad. Oh, and by the way, Donald Trump hikes taxes. What? Well, tariffs are taxes.
Starting point is 00:05:53 And every time he announces a tariff, your taxes go up. What do you mean my taxes go up? Well, a company pays those tariffs, and that comes out of the economy where we are the economy. But Gary isn't the economy good? Well, it would be better. But I digress. You see, Bernie Sanders, for me, I don't worry about him. I worry about these others.
Starting point is 00:06:25 Let me explain why. I don't think Bernie Sanders hates the country. I don't think he wants to turn it into something like they want to do. I think he's got problems. I think he's full of crap. These people scare the hell out of me. Growing in power, these people. From the mayor of New York City got voted in.
Starting point is 00:07:03 And he's a vowed hater of Israel and the Jews. And just so you know, they're great excuses. No, it's not the Jews. It's just horse crap. You now have three more. I didn't even bring up the third, avowed communists and haters of Israel and Jews, racist. One war a Hamas? Are you freaking kidding me?
Starting point is 00:07:41 This worries me. People are voting for these people. And I do know that when you go to the ballot box, you see an R and a D and a D and, you're an R, you just go R and you see a D, you just, if you're a D, you just press D. But this is D against D. And they chose the America. Just so you know, it's not just the Jews, it's Christians and the West. They've said it.
Starting point is 00:08:10 They've hung around with those people. They're wearing Hamas stuff. And you already have the mayor of New York City. I think there's one in Seattle running that joint. I'm worried. I'm worried about voters. That's your choice? Oh, I'm going to pick the person who's wearing Hamas headband
Starting point is 00:08:47 and celebrated the day after October 7th. I'm worried about this proliferating. By the way, these people wouldn't get eight votes in my district. And I'm bringing this up because I think long term. I think long term. I have sons. I have a grandson. And I'm thinking long term.
Starting point is 00:09:25 What would these people want to do if they got in power? Abolish the police and get rid of prisons. and if you are illegal here and you commit crimes, no, you're not getting deported. One of them was asked about what happened to the Jewish congressman that lost to one of them. He was kicked out of a coffee shop in Brooklyn. And the mayor was asked. And you would think the mayor would say, well, that sucks. and we're going to look at the justice division of our state
Starting point is 00:10:08 and see what we can do about this. Well, you know, you know, you know, you know, you know, you know. If that was a Muslim or a black getting kicked out of the coffee shop, what do you think he would have done? And rightfully so, I'm worried. We'll put a bow tie on this as best as we can up next and much more. This is the one only investor's edge. Hi, I'm Gary Kalbaum, hosted in.
Starting point is 00:11:04 nationally syndicated radio show Investors Edge. We're not just handsome radio people. We manage investors money for a living, specializing in fee-based discretionary money management. No big commissions, just a fee on the assets that's managed. We also provide a full range of personalized services, including retirement planning, fixed income, and educational needs, all to assist you in achieving your financial goals. Understanding not all individuals have the same needs, will carefully evaluate your personal goals to determine a proper investment strategy. If your current approach to investing is not getting you to where you would like to be, call us to make an appointment for a complementary portfolio review.
Starting point is 00:11:43 The number to call is 888-4-2-5-59. That's 8-8-5-59. That's 888-4-22-55-59. Investment advisory services offered through call-bomb Capital, management. It's time to switch on the integrator units and get the brain cells working. You're listening to. Hey, this promises to be fun. Investors Edge. The last bastion of quality programming with Gary Coltbaum. It doesn't get better than this. So, I really do worry where the hell are we going. Where are we going? And I was listening to watching my friend
Starting point is 00:12:52 Dagan McDowell on Fox today. And was interesting that, and by the way, she is a, I believe conservative. I believe she's Republican. But conservative is the more important word. She actually said something I believe that Trump opens the door for this with his socialism. But not the bad stuff. That's not on Trump. You now have New York City.
Starting point is 00:13:22 I think Seattle, Portland. We've had some crazy. in California. You had somebody running Oakland just into the freaking ground. You got wealth taxes being promoted, even though they see the wealth running for the hills. Just call me worried. Longer term. Longer term. These few are nefarious. You know, I don't think AOC is nefarious. I think she's a control freak, Marxist communist, and that's bad. These people nefarious. You celebrate Hamas?
Starting point is 00:14:20 What do we say here on the show? Unless you will keep you informed. They will go up against the other side now, but they're in blue country. They're in blue country. Blue freaking country. I thought it was worth noting because. holy crap and you probably should read about it. All right, let's continue.
Starting point is 00:14:51 All right, I'm going to do tidbits, but important tidbits. You ready? Apple. Apple was down 18 bucks today and is down a little in the aftermarket and cracked the 50-day moving average today badly on 144% of volume. They have to raise prices on there. What is the max? I wrote it down somewhere. Come on, Gary. And iPads because of the memory prices that has micron stock flying smacked. What does that have in common with Amazon? Oh, Amazon is a top eight name. It's part of the Mag 7.
Starting point is 00:15:41 That was down seven and a quarter today, breaking the 200-day moving average. What are those two have in common? Google was down another two bucks today. Was worse, but that just broke down near term. What does that have to do with Microsoft? Those three, well, Microsoft is a top seven and eight, down $12.5. Are you ready for this?
Starting point is 00:16:13 A new yearly low for Microsoft. Do you know it was $466 three weeks ago? It's $352 today? What does meta have? Oh, it's a top seven and eight. Meta was down another 15 today to 542. What does that have to do with Nvidia? Well, Nvidia is number one.
Starting point is 00:16:41 NVIDIA was down another three in change today worsening after getting clonked in the last few days and after topping at 236 about six weeks ago and what does it have to do with Tesla? Well that Tesla's top 10 that was flat today but it just dropped from 453 to 375 unbelievable what's going on And today, the NASDAQ was down 118 today.
Starting point is 00:17:18 But the NASDAQ 100 was up 220. Why? Well, we explained it to you. The NASDAQ 100, which has such influence from the names I just mentioned, is getting much more influence from the AI and semis. And guess what? The SOX was up 482 today. Big 482.
Starting point is 00:17:42 And interesting enough, it was kind of gagging and then about with seven minutes to go. And by the way, I'm not making this up, I'm telling you how crazy things are. It was 13,800. It closed it. It went up 140 points in the last seven minutes to get it to 482, which is a strong day on the day. Did open up at 14, about 14.2. so it was up to 60 it was up 740 at the open that's the story there micron up 165 sand disk up 400 and change it's a 2300 stock these semiconductor equipments that just gapped down two days ago ASML up 75 amen up 78 clack up 18
Starting point is 00:18:33 just at a 10 for one split L lamb research up 26 and mkSI up 29 amazing contrast and we're not done. Software. Well, we already mentioned, oh, by the way, did I forget Oracle, which is not in the NASDAQ? Do you know Oracle today was down another five bucks? Do you know Oracle's gone from 250 to 152 in three weeks? Holy crap.
Starting point is 00:19:07 Not to mention SAP at New Yearly Lows. I didn't even mention that. Or Salesforce.com again. and Adobe again. Those are the big software names, but it's not just the bigs. It's the smalls and mediums. They crushed them today. I have never seen a chasm ever, like we are seeing,
Starting point is 00:19:31 between the haves and haves-nots. Yeah, the haves-nots. The have-and-have-nots in software and in a whole technology space, not even close up next I don't know if I'm hearing music or not no and then we find out Oracle
Starting point is 00:19:56 just and herein lies maybe the issues free cash flow fell to minus 23.7 billion in fiscal 26 as capital expenditures served 162% to 55.7 billion for Oracle to fund
Starting point is 00:20:15 build out Oracle raised $43 billion in debt and $5 billion in equity and has since announced plans to raise another $40 billion while cutting 21,000 employees over the last year. I guess the market doesn't like that. And I guess they're throwing, what do they say, the baby in bathwater? Up next, we'll take this on a little more and get to the other side. This is the one and only Investor's Edge. is talking. Investors Edge.
Starting point is 00:21:16 He's got to be pleased with that. The crowd is just on his feet here. He's a Cinderella boy. With Gary Colbomb. It comes highly recommended. You're going to feel better if you talk to him. So, let's just think back a couple of years. You own Apple, Amazon, Google, Microsoft, Meta, Oracle, and Vida, you're swimming in money.
Starting point is 00:21:50 Now you're in quicksand. Unreal. And as I looked at my software screen to my left, APP down, well, I would do percentages, but the whole software screen is obliterated. Now there's a few software names that are stronger. Software security like CrowdStrike, Fortinette, Palo Alto Networks. And maybe there's a couple of others that gapped up on earnings, that in shape, but did nothing after gaping up. And man, are we watching?
Starting point is 00:22:36 But all that money, somebody said on TV today, they think that source of funds that they use in the software to just keep buying those other areas, I think there's, we had mentioned that we think that's what's going on. That's a good three words,
Starting point is 00:22:54 source of funds. So, oh, we keep avoiding that big stuff, which takes me to crypto because it was down again today. But, holy crap, micro strategy was down another 9% today. I can tell you that the Bitcoin was only down one. Guess what's happening with the micro strategy? leverage. We think that leverage may be coming off now. And you are welcome. Our worst fears, and they were fears, have come to fruition. And you know, we don't predict, but we outline. And we just simply said to you, well, what if, how the hell does this thing not get destroyed if Bitcoin
Starting point is 00:24:06 takes a big haircut. Oh, and by the way, the last spare market had Bitcoin down 75%. We said that when Bitcoin topped out in November of last year. Let us repeat, we hope you listened. Micro strategy is now gone since last July. Holy crap of 457 to 85, and this. his yuts of a CEO, much ado about nothing. I got to tell you, he seems like no big deal. No big deal, we're good. Everything fine. I've seen his interviews.
Starting point is 00:25:02 It's stunning. And by the way, and I just noticed, you know, I notice things. So somebody on Twitter, or it's now, Now X, put up a picture, and it's not dated, but it's a picture of Michael Saylor, the CEO of Micro Strategy, and listen to what the front cover says. You ready? The Bitcoin Alchemist, why Michael Saylor's micro strategy is a brilliant blueprint for manipulating traditional finance to harness the pixie dust of cryptomania.
Starting point is 00:25:59 I never saw this, by the way. If I had sought, I would have been screaming at you. By the way, this was the cover of Forbes. I'm going to guess it was a year to two years ago. Since that front cover, 75% drop, you're welcome. Our worst fears. are worst fears of a leveraged entity of something that has no earnings, sales, products, or services, yet touted to you like the second coming. And you do know that, right?
Starting point is 00:26:58 You do know they would touting the living crap out of this. To you, people going on TV smiling. crypto, crypto, crypto, and I'm sitting there saying, I hope they're right, but there's no sales, no earnings, no product, no services. And you know who they made fun of? Charlie Munger, he's passed away, a partner of Warren Buffett, and he used some four-letter words to describe it. But just basically, he wasn't talking price, he was talking about the fundamentals.
Starting point is 00:27:40 no sales, no earnings, no product, no services. So I think the leverage is now doing the job because it really got hit today. And you're welcome also on Coinbase. That's gone from 444 to 142 in that same time frame from last July. That's really. And by the way, all the other crypto stuff. I just noticed one that came public at 18. In January, they opened it up at 24 and a half.
Starting point is 00:28:20 They closed it at 18.5. It's $4.80. Operates an online infrastructure company that allows secure, manage, and utilize digital assets. Do you notice the president doesn't call himself the crypto president too much right now? You know they haven't even brought it up. Smart. So in real time, I don't know what happens from here. I don't know what happens tomorrow.
Starting point is 00:28:56 It just remains in a bare market. And right now, unwinding, especially the leveraged micro strategy, which is called strategy. tidbits China stocks just getting destroyed the two most famous ones Alibaba looks like the crypto just so you know Alibaba in the last
Starting point is 00:29:27 five weeks 147 to 95 Baidu same time period 152 to 104 and by the way that's from a lower high and the ETFs for China
Starting point is 00:29:44 new yearly lows so I don't know what the hell's going on there but boy oh boy is it gross froth still coming off the nuclear and all that even though the president came out and said quantum this and quantum that in the past the president says quantum it would go up big now it's going down
Starting point is 00:30:04 the space stocks off of SpaceX just getting hammered uh SpaceX i was only down another buck today and again we still have absolutely no edge on it except to stay it's still at a two trillion dollar market cap with 18 billion in revenues but I'm sure they're going to grow and we're not even in a bare market tidbits but the money flows just letting you know housing though it came off the highs today money flows airlines
Starting point is 00:30:49 came off the highs today. Recently the cruise lines, but didn't do much today. Better pharmaceuticals, but I only have a couple of strong names. I take it back. I have three names that look good. Merck looks like it's going to break out. Ab V's another one. A little better into the medicals,
Starting point is 00:31:12 but, well, the managed care stocks, better United Health. And some medicals sticking out. Money flows, regional banks. Much better action in regional banks. But the big story, the semiconductors had a very good day. They opened up hot and they sank like a stone, recovered. Up next, we will cover that on this, the one-only investors' edge. What are we waiting for?
Starting point is 00:32:17 Well, what are you waiting for? One, two, ready, go. Action! In Investors Edge with Gary Culper. And welcome once again to Investor's Edge. And I just found a semiconductor stock that's being bought out after the closed synaptics. Looks like at a 40% premium, S-Y-N-A. And I believe it's by a...
Starting point is 00:33:19 company called On Semai. Oh, on semi. I know that one. Okay, that's symbol O N, I believe. O N. And that's down because looks like they're going to be, I don't, I can't tell if it's a merger or what have you. I guess we'll find out overnight. Yeah, it's down about eight bucks. So anyway, so action in the semis. So Micron just Blueway Wall Street numbers opened hot and immediately sold off cut in half finish better
Starting point is 00:34:02 the equipment stocks of course with the talk of how many had a strong day others did not and there's still some ones that are what I call been lost have broken support levels and probably done. But that's a, those numbers, I don't think I've ever seen anything like it. And I think sand this the same. The money flowed into transports. Even oil went up today. FedEx bounced 12 bucks,
Starting point is 00:34:37 J.B. Hunt, five bucks, Norfolk Southern 8. The rails, a better day. And they got hit recently. I mentioned the medicals. Oil's bounced a little bit too. The metals in mining had a good day, but most metals and mining stocks look like crap, but the steel stocks are in shape. The regional banks had a good day. Economically sensitive, the best names, GWW, URI. I throw CMI in there. Advanced declines were, with the NASDAQ 100 up 220,
Starting point is 00:35:14 the advanced declines were negative and there were more new yearly lows than yearly highs on the NASDAQ. tells you a lot. By the way, a lot of new yearly lows in software. On the New York, almost more new yearly lows than new yearly highs. And in the Dow, so you've had a little better action in some restaurants. When you have a chance, go look at McDonald's.
Starting point is 00:35:53 It's been slaughtered. And that finished at New Yearly Lows today. There's so much jello moving on the plate, I don't even know where to start. Disney in the Dow rolling over badly, and boy, that's been a bad stock for a long, long time. Goldman Sachs, the banks were better to say, but Goldman Sachs today, get this, hit a high of 11.05, closed at 1065. now 50 bucks from early in the day. But the big store in the Dow is Apple. Caterpillar was, you ready for this?
Starting point is 00:36:41 410 Dow points today. The Dow was only up 71. Apple down 18. That'll be like 120 Dow points. Goldman down 11, about 70 Dow points. Microsoft down 11, 70 down points. McDonald's down nine, 60 Dow points. Fortunately, United Health was up nine.
Starting point is 00:37:07 That's 60 Dow points. Walmart gagging. Retail's been better, not Walmart, rolling over badly. Raw stores today, topped out, broke down. So some retail, little on the iffy side, but Victoria's Secret looks like it wants to move higher. Again, lots of jello moving on the plate. That's the best way I can do.
Starting point is 00:37:32 describe it. Today was one of those days and just weird as all hell. What hasn't changed, avoid China. Most software, except those ones I mention, the crypto and crypto anything, the froth stuff in nuclear, drones, quantum, rare earth. They're getting beaten to a pulp. The MAG 7, which kind of like is the MAG 8 or 9, SpaceX, we're not calling that, we're just saying we have no edge and, you know what we think valuation wise. And retail. I've got about six retail stocks that are acting well. It was seven, but raw stores go by-bye. The rest of the retail, even with oil dropping and yields dropping. Look terrible. Terrible. Housing-related, much better. Much better. We'll see how it plays out. Casinos, complete a void. A void. And Dow stocks. Nike, Disney. Yikes. Walmart. Apple now, Amazon.
Starting point is 00:39:09 Salesforce.com, Microsoft. I wouldn't trust IBM from day to day. Do you know IBM went from 212 to 332 in about eight days? Back down to 245 in nine days. It's trading like a penny stock. NVIDIA with their great accelerating numbers acting like the source. It's acting like the Mets pitching in the first two innings of every game right now, as they've just given up five runs in the first two winnings.
Starting point is 00:39:43 Starting pitching for the Mets are killing me. Nothing new on the Middle East today. Always good to see that. Nothing new. Let's hope that continues. I think we're covered. You'll have a great evening now. Drive carefully when you get home, do like we do, quite simple.
Starting point is 00:40:15 Make sure you hug your family, hug your children. They will feel better. You'll feel better. I promise they will be well. Have a great evening, everybody. Good night. This has been Investors' Edge with Gary Cult Bomb on BizTalk. To listen to past episodes or to get in contact with Gary, go to GaryK.com.
Starting point is 00:40:31 That's GaryKK.com.

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