Wall Street Breakfast

Why Chris DeMuth Jr. really likes the commodity uranium (0:35) Nuclear energy and emotional tradeoffs (3:20). This is an abridged conversation from a recent Investing Experts podcast.

Show Notes:
Sifting the World
Opportunity Today Is In Energy, Especially Oil And Gas - Chris DeMuth Jr.

Episode transcripts: seekingalpha.com/wsb

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Spirit Airlines confirms commitment to merger along with upbeat guidance. (0:15) Consumer sentiment hits a 2-1/2 year high. (1:59) Meta buying up Nvidia AI chips. (4:46)

Show Notes
Dividend Roundup: Costco, Target, Dell Technologies, Pfizer, and more
This is still a buy-the-dip stock market - BofA

Episode transcripts seekingalpha.com/wsb
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No shutdown: Congress clears stopgap spending bill (0:30), diabetes drugs see price raises (1:15) and Nasdaq 100 rides tech optimism to all-time high (3:25).

Show Notes:
Commodity Roundup: Gold faces weekly loss as early Fed rate cut bets fade; Oil gains
Nasdaq leads S&P, Dow futures as tech bulls keep momentum

Episode transcripts: seekingalpha.com/wsb

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The goal is for a nationwide network of 500,000 chargers by 2030. (0:15) Jobless claims fall to 16-month low. (3:03) LL flooring tumbles as founder withdraws takeover offer. (5:15)

Snow Notes
Shorts are feeling the heat on these ten stocks
Apple pops after BofA upgrades on AI, Vision Pro as drivers for growth
Humana stock slides after cutting profit outlook on higher medical costs

Episode transcripts seekingalpha.com/wsb
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Apple could face a DOJ antitrust suit as soon as March. (0:33) Amazon looks to improve its 'Remarkable Alexa' for s subscription service. (1:40) J.P. Morgan CEO Jamie Dimon rips bitcoin again. (2:32)

Show Notes
S&P, Nasdaq, Dow futures mixed with plenty of premarket data ahead
Plug Power discloses at-market stock offering of up to $1B, shares fall

Episode transcripts seekingalpha.com/wsb
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Retail sales rose more than anticipated through the holiday season. (0:15) Shorter Treasury yields spike on more Fed second-guessing. (1:26) Is JetBlue better off without Spirit? (3:29)

Sbow Notes
A soft or no landing expected, with geopolitics as the biggest tail risk
Verizon slips as it says it will take $5.8B impairment charge in Q4

Episode transcripts seekingalpha.com/wsb
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Is the oil market heading for a supply crunch? (0:30) Search giant Google to lay off more workers (1:30) and Boeing shares fall after collision at O’Hare (2:10).

Show Notes:
Biggest stock movers today: Spirit Airlines, Chinese EV stocks, and more
China Q4 GDP grows less than expected amid weak spending, property market decline
Occidental CEO Hollub predicts oil supply crunch from 2025

Episode transcripts: seekingalpha.com/wsb

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The week kicks off with M&A in technology and fast food. (0:15) Boeing stock slumps below major technical support. (4:02) Barclays picks stocks for the second wave of AI. (5:05)

Show Notes
Empire State Manufacturing Survey drops to levels not seen since 2020
Goldman Sachs Q4 earnings beat, helped by asset and wealth management unit
Apple continues drop even as it surpassed Samsung as 2023's top phone maker

Episode transcripts seekingalpha.com/wsb
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US futures slide as yields rise (0:30), jam packed earnings week (2:50), and Musk demands voting control in Tesla (6:30).

Show Notes:
Elon Musk wants 25% voting control in Tesla before advancing AI
Earnings week ahead: Taiwan Semiconductor, Goldman Sachs, Morgan Stanley, Alcoa and more
Stocks To Watch: Energy Market Drama And Financial Earnings Headline Holiday Week

Episode transcripts: seekingalpha.com/wsb

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Travis runs KCI Research and The Contrarian - why they're still focused on value and commodities (0:25). Really long market trends. Why new bull markets could run 10+ years (3:05). This is an abridged conversation from a recent Investing Experts podcast.

Show Notes:
For Those Investors Stuck On Yield, 2023 Was Opportunistic
A Banner Year To Be A Contrarian In The Golden Age Of Active Investing

Episode transcripts: seekingalpha.com/wsb

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