In this episode of Beats Roundtable Wall Street Beats pros, Jeff Macke, David Maris, and Nadine Terman break down the latest retail battles, starting with Walmart’s continued dominance and its ambitious investments in automation and drone delivery. They analyze why Walmart is taking share from Target and other struggling retailers, and whether Target’s upcoming earnings report will confirm further weakness. The team also dives into the troubles facing RH (Restoration Hardware) and why expensive furniture stocks could be in for a tough ride. Plus, insights into healthcare stocks, gaming picks like Nintendo and Capcom, and why Bausch Health’s financial structure remains a red flag.

In this episode of Beats Roundtable, Wall Street Beats pros Benjamin Brey, Kevin “Bakes” Baker, and Charlie Peabody dive deep into the housing market’s weakening trends. They analyze key data on homebuilder sentiment, mortgage applications, and affordability, revealing signs of a slowdown. The team discusses potential short opportunities in housing-related stocks like Home Depot, homebuilders, and office REITs, while also covering broader economic concerns, including job cuts and interest rate impacts. Plus, insights into Citi’s breakout potential and biotech’s resurgence. A must-listen for market watchers and investors navigating the shifting landscape.

In this episode Beats Roundtable, Wall Street Beats pros David Maris, Robert Marcin, and Charlie Peabody dive into key market trends, covering the latest developments in banking, biotech, and retail. They discuss sluggish bank fundamentals, Wells Fargo’s growth strategy, Citi’s valuation boost, and Goldman Sachs’ risk exposure. Plus, insights on biotech movers like Ultragenyx and Teva, along with a deep dive into American Eagle’s stock potential.

In this episode of Beats Roundtable, Wall Street Beats Pros, Jeff Macke, Bob Morris, and Kevin “Bakes” Baker analyze the latest energy market shakeups, including Trump’s rumored meeting with Putin in Saudi Arabia and its potential impact on oil prices. They break down why investors should be cautious on energy stocks and highlight opportunities in natural gas pipelines, including Kinder Morgan, Energy Transfer, and Williams. The team also discusses the brutal sell-off in shoe stocks like Decker’s and Crocs, debating whether the pullback is an opportunity or a warning sign. Plus, insights into the rising momentum in junior gold miners and the latest breakout in Highcroft Mining.

In this episode of Beats Roundtable, Wall Street Beats pros Nadine Terman, Charlie Peabody, and Ben Brey break down the market’s reaction to a hot CPI print, discuss the housing market’s affordability crisis, and analyze Zillow’s disappointing guidance. They also dive into Citi’s Banamex spinoff and its long-term impact, the state of private equity and banking liquidity risks, and the shifting macroeconomic landscape. Plus, insights into Budweiser’s unexpected resurgence and the broader implications of inflation on markets. Tune in for expert takes on where the economy and markets are headed next.

In this episode of Beats Roundtable, Wall Street Beats pros Berna Barshay, Robert Marcin, and Kevin “Bakes” Baker tackle some of the biggest moves in the market. They analyze Skechers’ post-earnings selloff and debate whether the stock’s dip below $60 is a buying opportunity or a warning sign. The team also dives into the gold rally, with Bakes breaking down why miners are outperforming bullion and why Highcroft Mining could be a big winner. Plus, is Kodak making a real comeback, or is this another pump-and-dump setup? Berna shares her skepticism, while Bakes keeps digging for answers.