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Fast Money Traders Share 2026 Trading Acronyms: BULL and FASTER

CNBC TelevisionJanuary 22, 20263 min4,508 views
3 connections·6 entities in this video→

Bonawyn Eison's BULL Acronym

  • πŸ’‘ Bonawyn Eison presents his 2026 trading acronym: BULL, focusing on counter-trend trading and headline risk.
  • πŸ“ˆ For B (Broadcom), he notes the sensitivity around ticker symbols but highlights the company's significance.
  • πŸ’° U (Bitcoin) is discussed in the context of a precipitous fall, but potential for higher prices due to geopolitical risk and debasement talk.
  • ⚑ L (URRA) relates to announcements regarding power and electricity, with all hands on deck for electric supply.
  • ⚠️ L (Eli Lilly) is seen as a two-horse race with Novo, facing headline risk from drug price negotiations.
  • 🌍 LMT (Lockheed Martin) is influenced by geopolitical risk, potentially increasing defense spending, despite potential headwinds from share buyback or dividend restrictions.

Mike Khouw's FASTER Acronym

  • πŸš€ Mike Khouw introduces his 2026 acronym: FASTER, looking for a rotation away from the AI trade.
  • πŸ“Š His strategy focuses on companies with year-on-year sales growth expected to exceed the economy and the S&P 500, trading cheaper than the S&P.
  • πŸ—οΈ F (Fluor Corp) is an engineering, procurement, and construction company with significant involvement in the utility space.
  • ⛏️ A (Alcoa Corp) is a straightforward inclusion in his strategy.
  • πŸ›’οΈ S (SLB) represents the oil services company, Schlumberger.
  • πŸ’» T (Trade Desk) is another component of his FASTER acronym.
  • πŸ’‘ E (Exelon) is a utility company, aligning with earlier discussions.
  • πŸ‘” R (Ralph Lauren) is chosen for its performance and skew towards the higher-end consumer, where growth in consumer discretionary is currently concentrated.
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6 entities
Chapters2 moments

Key Moments

Transcript12 segments

Full Transcript

Topics14 themes

What’s Discussed

Trading AcronymsBULLFASTERCounter-Trend TradingHeadline RiskBitcoinGeopolitical RiskElectric SupplyDrug Price NegotiationDefense SpendingAI Trade RotationSales GrowthConsumer DiscretionaryHigher-End Consumer
Smart Objects6 Β· 3 links
CompaniesΒ· 4
ProductsΒ· 2