Optimistic with an asterisk

May 9, 2025 · 16m 6s
Optimistic with an asterisk
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Standout this past week was https://seekingalpha.com/article/4782936-the-walt-disney-company-dis-q2-2025-earnings-call-transcript?source=wsb_podcast:optimistic_asterisk (0:20). Internet commerce earnings (2:30). Upcoming earnings from Walmart (5:50) Fed's strange communication (8:00). Bond market update (13:25). Episode transcripts: http://seekingalpha.com/wsb?source=wsb_podcast:optimistic_asterisk Show links:  https://seekingalpha.com/news/4444033-applovin-outlines-q2-2025-advertising-revenue-targets-of-up-to-1_215b-with-strategic-focus-on?source=wsb_podcast:optimistic_asterisk...

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Standout this past week was Disney (0:20). Internet commerce earnings (2:30). Upcoming earnings from Walmart (5:50) Fed's strange communication (8:00). Bond market update (13:25).

Episode transcripts: seekingalpha.com/wsb

Show links: 
AppLovin outlines Q2 2025 with strategic focus on AI and e-commerce advancements
US-UK trade deal to increase access to billions of dollars of US products, Trump says
Trump suggests cutting China tariffs to 80%

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Author Seeking Alpha
Organization Seeking Alpha
Website seekingalpha.com
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