Wall Street Breakfast

Latest Episodes:

Trump's tariff threats, Fed signals moderate pace Nov 27, 2024

Show notes

Investors set aside Trump's new tariff threats (0:35), Fed signals moderate pace in cutting rates (1:30). No exemption for crude oil imports (4:00). U.S. oil producers won't 'drill, baby, drill' (5:50). Bitcoin pulls back (7:05). Flurry of retail earnings illustrate challenges (8:40).
Episode transcripts: seekingalpha.com/wsb
Show links:
Bitcoin drifts down toward $90K; can it hit $100K by year-end?
Trump plans no exemption for crude oil imports in potential tariff plan
Holiday shopping season kicks off with flurry of retail earnings
Black Friday Sale: 20% off Seeking Alpha!

Liquidity is important and private credit is real Nov 26, 2024

Show notes

Trinity Capital CEO Kyle Brown talks interest rates roller coaster and what that means for the financial sector (1:10). Liquidity is really important and private credit is real (4:25). Why there's been an increase in interest in BDCs (7:50).
Episode transcripts: seekingalpha.com/wsb
Show links:
Trinity Capital Q3 2024 Earnings Call Transcript
Black Friday Sale: 20% off Seeking Alpha. Find the right investment tools to reach your goals!

Gold sinks Nov 26, 2024

Show notes

Holiday-shortened week kicks off on positive note Nov 25, 2024

Show notes

Nvidia's big buildup, then a shrug Nov 22, 2024

Show notes

DirecTV drops Dish deal over debt dispute Nov 22, 2024

Show notes

DirecTV scraps DISH acquisition on debt swap deadlock. (00:21) Reddit (RDDT) drops on report holder seeks to sell $1.2B stake. (01:19) Phillips 66 (PSX) hit with federal charges for illegal wastewater dumping. (02:07)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Friday: RDDT, GAP, and more
Instacart heads to the Super Bowl for the first time
Apple working on more conversation Siri, may launch in 2026: report
Will Glicked rival Barbenheimer? Stocks to watch as Wicked, Gladiator II open in theaters
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Cutting the line? American Airlines says, ‘not today’ Nov 21, 2024

Show notes

American Airlines (AAL) rolls out software to call out gate lice ahead of holiday rush. (00:28) TikTok (BDNCE), Instagram (META), Snapchat (SNAP) on alert as Australia introduces social media ban for kids. (01:32) Biden administration moves to cancel $4.65B of Ukraine's debt, send more military aid. (02:24)
Episode transcripts: seekingalpha.com/wsb
Show links:
Biggest stock movers Thursday: NVDA, PANW, and more
Boeing CEO tells employees aviation giant can't afford another mistake
These private prison stocks have soared on Trump's mass deportation plan
The RealReal is seen as one of the bigger AI beneficiaries in the e-commerce sector
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Comcast eyes NBCUniversal cable spinoff Nov 20, 2024

Show notes

Comcast (CMCSA) set to announce plan to spin off NBCUniversal cable TV networks. (00:25) Stellantis (STLA) delays launch of Ram electric pickup truck to ensure quality. (01:28) Delta Air Lines (DAL) and Shake Shack (SHAK) beef up in-flight meals. (02:18)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Wednesday: POWL, KEYS, and more
Adtech firm PubMatic to help Musk's X generate more ad dollars
JPMorgan’s ‘Analyst Focus List’ – growth, income, value, short ideas
Biden approves antipersonnel mines for Ukraine to slow Russia's advances - report
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Bullish trends, financials and infrastructure, Bitcoin break out Nov 19, 2024

Show notes

Are the markets pricing in a Goldilocks scenario? Maybe so says David Keller, given the Fed rate cut cycle and economic outlook for 2025 (1:00). Why expectations for financials and infrastrucutre are high (3:40). Crypto patterns, Bitcoin breaking out (7:35). Recorded on November 12. Catch the full conversation on Investing Experts!
Episode transcripts: seekingalpha.com/wsb
Show links:
Sectors all up YTD, but Financials and Energy were the only up last week
Bitcoin hits all-time high as it surpasses $93,800
Market Misbehavior with David Keller, CMT
The Mindful Investor w/ David Keller, CMT
Black Friday Sale: 20% Off Seeking Alpha. Find the right investment tools to reach your goals!

Fate Therapeutics rises on Lupus drug data Nov 19, 2024

Show notes