REITs, interest rates and why retail isn't dead
Christine Mastandrea, COO of Whitestone REIT, on managing interest rate strategies and why retail isn't dead.Show NotesFed's Hawkish Cut Hits Stocks HardREITs: Very Bond-LikeEpisode transcripts: seeki...
21 Dec 20245min
Stagflation ahead?
Big news this week was the hawkish Fed announcement, which brings up worst-case scenario fear for the market, stagflation (0:50). Moving into AI 2.0, Broadcom as an example (7:00). Home improvement re...
20 Dec 202414min
Turmoil hits Capitol Hill; Trump threatens tariffs
Turmoil hits Capitol Hill and stock futures tumble (0:20). Trump threatens tariffs (3:55), and EU approves Nvidia's acquisition (5:00). Friday's biggest stock movers (6:00)Show NotesEU approves Nvidi...
20 Dec 20248min
El Salvador bitcoin Utopia hits IMF snag
Country will sell or discontinue wallet Chivo as part of deal. (0:16) GDP revised higher. (1:05) Micron stumbles and quantum computing stocks take breather. (3:12)Show NotesUBS' 25 highest conviction ...
19 Dec 20247min
Stock futures stabilize after sharp selloff
U.S. stock futures stabilize after sharp selloff (0:28). Will Amazon strike during busy holiday season? (2:15) Micron shares slump 16% (3:45).Episode transcripts: seekingalpha.com/wsbShow links: Micro...
19 Dec 20245min
Fed cuts rates, but Powell plays the Grinch
Fed chief Jay Powell said quarter-point cut was close call. (0:17) Dot plot sees fewer cuts and higher inflation in 2025. (1:14) Stocks plunge as yields, dollar rally. (2:48)Show Notes25 top picks for...
18 Dec 20247min
Merger buzz powers Nissan, Honda
Nissan (NSANY) and Honda (HMC) rally as investors see upside from potential powerhouse merger. (00:23) Spirit (SAVE) shareholders lose fight for compensation in bankruptcy court. (01:20) Subway, NAASF...
18 Dec 20245min
Is the quantum trade eclipsing the AI trade?
Quantum computing stocks are Wall Street's new momentum darlings. (0:15) Retail sales top expectations. (2:08) Meta updating Ray-Bans will live AI. (4:55)Show NotesStocks for a tax-loss selling bounce...
17 Dec 20247min
