Optimistic with an asterisk
Update: 2025-05-09
Description
Standout this past week was Disney (0:20 ). Internet commerce earnings (2:30 ). Upcoming earnings from Walmart (5:50 ) Fed's strange communication (8:00 ). Bond market update (13:25 ).
Episode transcripts: seekingalpha.com/wsb
Show links:
AppLovin outlines Q2 2025 with strategic focus on AI and e-commerce advancements
US-UK trade deal to increase access to billions of dollars of US products, Trump says
Trump suggests cutting China tariffs to 80%
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.
Episode transcripts: seekingalpha.com/wsb
Show links:
AppLovin outlines Q2 2025 with strategic focus on AI and e-commerce advancements
US-UK trade deal to increase access to billions of dollars of US products, Trump says
Trump suggests cutting China tariffs to 80%
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.
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The fed through Powell and his predacessors have increasingly painted themselves into a corner of irrelevance as they have enabled irresponsible politicians to squander the national treasure at will in return for nothing and most recently perpetuating the myth that ZIRP was a real thing that the pols and public could count on. Good luck as the long end of the monster yield curve you have created turns on you to finally consume you. Oh yes, and this inflation you created is transitory...