July 17, 2025 • 9 mins
Biggest theme this week: increasing tension between Trump and Powell (0:25). Interesting treasury markets (4:20). Airlines earnings, sector signs (5:10). Netflix reporting; valuation concerns (7:12). Stocks continuing overall melt up (8:00).
Show links:
Wall Steet moves higher after the latest retail sales report and further earnings data
Biggest stock movers Thursday: TSM, UAL
Netflix Is Still King
Episode transcripts: seekingalpha.com/wsb
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.
Show links:
Wall Steet moves higher after the latest retail sales report and further earnings data
Biggest stock movers Thursday: TSM, UAL
Netflix Is Still King
Episode transcripts: seekingalpha.com/wsb
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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