Episodios

  • Sentiment leads the market; the Fed follows

    Sentiment leads the market; the Fed follows
    Aug 4 2024
    The Market Pinball Wizard, Avi Gilburt, shares how the market forces the Fed's hands (0:05). FX prediction: sizable decline coming in 2nd half of 2024 in DXY, then a multi-year rally. Will emerging markets outperform S&P? (1:40) Investing in an election year (5:15). Why it's time to get out of dividend plays (7:15).This is an abridged conversation from a recent Investing Experts podcast.

    Episode transcripts: seekingalpha.com/wsb

    Show links:
    How To Make Better Decisions In Any Financial Market
    Fed Chair Powell’s message was what the markets ‘wanted and needed to hear’
    The 20+ Year US Treasury is up for 7 days straight

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    12 m
  • Intel dives on weak results, guidance

    Intel dives on weak results, guidance
    Aug 2 2024
    Intel (INTC) crashes as Q2 results, guidance miss expectations; lays off 15% of staff. (00:26) FTC to investigate why grocery prices remain high despite lower costs for retailers. (02:17) Eli Lilly (LLY) CEO says weight loss drug shortage is ending. (03:31)

    Episode transcripts seekingalpha.com/wsb.

    Show links:
    Biggest stock movers today: AMZN, INTC, and more
    Snap dives 23% on narrow revenue miss, light earnings outlook
    Uranium stocks plummet as world's top producer hikes production outlook
    NFL's $4.7B verdict in Sunday Ticket case tossed out by judge
    Warren Buffett's Berkshire sells more Bank of America stock

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    6 m
  • Global easing gains steam as Bank of England cuts

    Global easing gains steam as Bank of England cuts
    Aug 1 2024
    The Bank of England cut rates to 5% in a tight 5-4 vote. (0:15) Hershey takes a hit on sales. (4:17) Eli Lilly weight-loss drug cuts hearth-failure risk. (5:40)

    Show Notes
    Continuing jobless claims highest since November 2021
    Arm Holdings sinks as Wall Street defends after Q1 results, guidance

    Episode transcripts: seekingalpha.com/wsb
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    8 m
  • Applied Materials reportedly denied government funding

    Applied Materials reportedly denied government funding
    Aug 1 2024
    Applied Materials (AMAT) said to be denied CHIPS Act funding for $4B research center. (00:24) Meta earnings call: Better spending on AI now, rather than too late. (01:37) Delta Air Lines (DAL) CEO sees $500M hit from CrowdStrike-Microsoft (CRWD) (MSFT) outage. (02:42)

    Episode transcripts seekingalpha.com/wsb.
    Show links:
    Biggest stock movers today: META, TDOC, and more
    Nancy Pelosi buys more Nvidia, sells Microsoft
    Russell 2000 rise: Top 5 best, worst performers during July's rally in small-cap stocks
    Gundlach says Fed should’ve cut rates in July, sees room for reduction of 150bps

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    7 m
  • Fed dual mandate officially back

    Fed dual mandate officially back
    Jul 31 2024
    The Federal Reserve keeps rates unchanged, brings more focus to jobs market. (0:14) Fed chief Jay Powell says September cut is on the table. (0:50) Stocks rally, led by the Nasdaq. (1:52)

    Show Notes
    Favorite high-yield dividend stocks - BMO
    Boeing names Kelly Ortberg as next chief executive

    Episode transcripts: seekingalpha.com/wsb
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    7 m
  • Meta settles Texas lawsuit for $1.4B

    Meta settles Texas lawsuit for $1.4B
    Jul 31 2024
    Meta to pay $1.4B for Texas biometric lawsuit settlement. (00:31) Flight refunds: Pete Buttigieg urges airline CEOs to comply with new law. (01:31) DOJ files complaint against Norfolk Southern for not ceding freight traffic to passenger trains. (02:46)

    Episode transcripts seekingalpha.com/wsb.

    Show links:
    Biggest stock movers today: AMD, ASML, and more
    Only one Mag 7 name is in the top 20 S&P 500 YTD performers
    Microsoft stock dips amid service outage led by "unexpected usage spike"
    GSK shingles vaccine cuts dementia risk

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    6 m
  • Meta to let users create custom AI chatbots

    Meta to let users create custom AI chatbots
    Jul 30 2024
    The company will unveil a new tool called AI Studio. (0:16) 'Deadpool & Wolverine' sets a box office record. (3:24) BofA says AI hype days are over. (4:32)

    Show Notes
    Procter & Gamble falls after organic sales miss expectations
    PayPal boosts 2024 earnings and buyback guidance after strong Q2 beat.

    Episode transcripts: seekingalpha.com/wsb
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    6 m
  • U.S. debt tops $35T

    U.S. debt tops $35T
    Jul 30 2024
    U.S. national debt exceeds $35T for the first time ever. (00:23) J.M. Smucker exploring sale of Voortman cookie brand - Reuters. (01:21) Delta hires law firm following CrowdStrike software outage - report. (02:13)

    Episode transcripts seekingalpha.com/wsb.

    Show links:
    Biggest stock movers today: TLRY, CRWD, and more
    Biden administration continues refilling oil emergency reserve, needs funds to buy more
    Robotaxi jolt: Tesla autonomous driving test goes poorly for Truist Securities
    Nvidia begins ushering in next wave of AI - physical AI: SIGGRAPH 2024
    McDonald's trades higher after saying its $5 Meal Deal is seeing some traction

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    6 m