In this episode of Beats Roundtable, Berna Barshay leads a dynamic discussion on Thursday, January 23rd, with Wall Street Beats Pros Ben Brey and Charlie Peabody. Ben presents a fresh perspective on Anheuser-Busch's strategic moves, drawing parallels to previously successful trades in the tobacco sector. He highlights the company's efforts to navigate market challenges amidst European economic headwinds and explores the potential role of AI in streamlining operations and boosting margins.

As the conversation shifts to the housing market, Charlie provides a critical analysis of recent earnings reports from major homebuilders. He discusses the implications of high inventory levels and evolving market conditions, raising concerns about potential corrections in home prices. Charlie delves into the factors affecting housing affordability, including mortgage rates and economic policies, and their potential impact on consumer confidence and recession risks.

Join us at WallStreetBeats.com to access detailed charts, insightful written research, and real-time market commentary as our experts navigate these complex financial landscapes.

In this episode of Beats Roundtable (January 22, 2025), Wall Street Beats Pros David Maris, Bob Morris, and Kevin 'Bakes' Baker explore key market trends and actionable stock insights:

•Oil & Gas Boom: What the president’s “Drill Baby Drill” initiative and Stargate project mean for $WMB (Williams Companies), $KMI (Kinder Morgan), $ET (Energy Transfer), and $PAA (Plains All American).

•Healthcare Stocks on Fire: Biotech and medtech surge as $MRNA (Moderna), $SMMT (Summit Therapeutics), and $HIMS (Hims & Hers) make headlines.

•Nuclear Power Renaissance: Kevin highlights the potential of $URA (Global X Uranium ETF) and $NLR (VanEck Nuclear Energy ETF) as nuclear gains momentum.

•Consumer Strength: Fitness stocks $LTH (Lifetime Group Holdings) and $PLNT (Planet Fitness) soar with high-end consumer spending trends.

Plus, expert strategies on navigating energy policy, dividend growth stocks, and spotting breakout winners.

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Disclaimer: This content has been produced by Street Beats Media, LLC (“Street Beats”) and is presented for informational purposes only. Street Beats is not a broker dealer and does not provide investment advice to individuals. None of the information contained herein constitutes an offer to sell, or solicitation of an offer to buy any security or investment vehicle, nor does it constitute an investment recommendation or legal, tax, accounting, or investment advice by Street Beats or any of its employees, officers, or agents. This information is presented without regard for individual investment preferences or risk parameters and is general, non-tailored, non-specific information. Our content is based on information from the sources believed to be reliable. Street Beats is not responsible for errors, inaccuracies, or omissions of information. The opinions and conclusions contained in this content are those of the individual expressing those opinions or conclusions and are intended solely for the use by Street Beats subscribers and the authorized recipients on the content.

Welcome to the January 21st episode with Wall Street Beats Pros, Charlie Peabody, Berna Barshay, and Jeff Macke, and moderator Nadine Terman.

In today’s episode, Charlie Peabody delves into the recent earnings reports from major banks, highlighting their performance and market reactions. Discover the dynamics between large-cap banks JPMorgan Chase $JPM, Citigroup $C, Morgan Stanley $MS and regional institutions Truist $TFC, U.S. Bancorp $USB, PNC Financial $PNC, along with insights into the ongoing implications of Trump policies on the financial sector.

Switching gears, Berna Barshay recaps the ICR Conference, offering a deep dive into the state of the retail sector. From consumer spending patterns to the surprising absence of tariff discussions, gain valuable perspectives on the current retail landscape and standout companies like Abercrombie & Fitch $ANF, Aritzia $ATZAF, and Crocs $CROX.

Finally, Jeff Macke provides an intriguing analysis of the broader consumer trends and investment opportunities, dissecting the interplay between economic environments and retail giants such as Gap $GPS and American Eagle Outfitters $AEO.

Become a VIP Member and stay ahead of curve with exclusive content and all day access to our pros only at wallstreetbeats.com

Disclaimer: This content has been produced by Street Beats Media, LLC (“Street Beats”) and is presented for informational purposes only. Street Beats is not a broker dealer and does not provide investment advice to individuals. None of the information contained herein constitutes an offer to sell, or solicitation of an offer to buy any security or investment vehicle, nor does it constitute an investment recommendation or legal, tax, accounting, or investment advice by Street Beats or any of its employees, officers, or agents. This information is presented without regard for individual investment preferences or risk parameters and is general, non-tailored, non-specific information. Our content is based on information from the sources believed to be reliable. Street Beats is not responsible for errors, inaccuracies, or omissions of information. The opinions and conclusions contained in this content are those of the individual expressing those opinions or conclusions and are intended solely for the use by Street Beats subscribers and the authorized recipients on the content.