HomeIndustriesFood & BeverageOrr’s Stock Opportunities: RCL, CAKE & More

Orr’s Stock Opportunities: RCL, CAKE & More

Steven E. Orr is concerned about inflation and thinks the Fed is late on lowering rates by over 6 months. “The markets are faster” than the Fed’s preferred data, he argues, and thinks AI can help forecast economic data. He is bullish on Royal Caribbean (RCL) and Cheesecake Factory (CAKE), and bearish on McDonald’s (MCD).

Trading 360

12 Jun 2025

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