Wall Skreet
Wall SkreetEpisodes
Episodes of Wall Skreet
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Nothing else new to report on the block, except more pain. Markets showed some resilience in Thursday’s trading day and decided to go more down (wrong direction). Peloton joined the pain party and hires McKinsey just to tell them their company
Yuppie and BB talk the absolute decimation of their portfolios, the imminent rate hikes by the Fed and the guaranteed bloodbath that will ensue, and the predatory loaning that is BNPL. Also, will fake meat be the hot new thing in 10 years? BB t
Happy new year to all the homies. We hope your 2021 was fantastic and that your 2022 is even better (doubtful). We’re ringing in the new year in an absolute bloodbath and a reminiscence of the greatest events of 2021. Geopolitical turmoil is ve
In arguably the most philosophical discussion to date, the boys totally derailed on a discussion regarding the imminent ending to the most immaculate bull market in history, Reddit’s much too late rise to stardom, and why stuff doesn’t actually
Yet another installment of the Wall Skreet Show where we are much too bearish. It’s honestly a gd shame, but you can blame the Federal Reserve for reversing course (obviously they needed to lol), and the American consumer who is terribly exhaus
An absolute bloodbath in the markets brought on by the one and only Omnicorn variant is proving to be the Wall Skreet boys’ worst nightmare. As we had originally projected, retail sales during the black friday & cyber monday extravaganza were d
Arguably the most tangential episode to date. Yuppie and BB linked up live in stunning fashion and recorded anything but a worthwhile pod. Too many bourgons proved to be our downfall as we discussed consumer sentiment, Apple's newfound claim t
With a huge CPI print on Wednesday and a 5th straight month of inflation over 5%, we are quite literally in for a world of higher prices. It’s hard to imagine that the liquidity hype train was going to reach its final destination, but it looks
The FOMC comes out in stunning fashion and actually lays out a plan for their asset purchase reduction plan (so long, partner). It is truly devastating to think about a world where QE infinity doesn’t exist, and it looks like that world could c
Zuckerberg pulls a 180 and decides to just change the name of the renowned Facebook, to Meta? In any case, Apple posts a surprising top and bottom line miss, we are still blaming the Q3 economic “growth” slowdown on Delta, and apparently we’re
With a plethora of headlines surfacing this week, the boys (i’m speaking of BB specifically) found a way to get so gd off piste in this week’s episode but we don’t care because we love it. The real estate situation in China only seems to be gro
This week Yuppie and BB talk about the shit show that is our overcrowded ports, and the plans set in action to (finally) try to burn down the shipping backlog that is extending tens of miles off our coasts. How will these supply chain bottlenec
The boys come back in stunning full strength with arguably the most immaculate guest of all time. In stunning skreets fashion, Terrible drops a bunch of market insight, recaps his 2x ban from Twitch, and doesn’t hold back calling out the gd mf
The boys rendezvous back in the stu together after many weeks apart. We recap the shit storm in the markets and the potential decline in consumer sentiment that awaits us (painful for us to say, I know). Lordstown is apparently very much somewh
Episode Description: The turntables and it’s ya boy Yuppie coming at you live while the usual Wall Skreet cohost lives it up in the DR. I hope BB is having plenty of pops and enjoying his well deserved time off. Enjoy a rant that encapsulates a
BB is back in Solo Dolo Mode as Yuppie haggles with Tim Apple. Amazon is one-upping everyone by ramping up larger than anyone for this holiday season and beyond. Facebook suffers a huge FAIL and Robinhood is out here on its bullshit, enticing u
BB holds it down as Yuppie suffers the wrath of Apple’s money-grabbing ways. There is some bullish news out there (BB held his promise), as jobless claims reach pandemic lows. But let’s be real, the biggest news of the past week was the release
At this rate we’ll never see interest rates above 0%, at least not in the Wall Skreet Boys’ lifetime. These mfs can’t find a gauge to what “maximum employment” looks like, and thought they didn’t have to think about this for a while, assuming i
Cathie Wood tries the well-known but little-used pump and dump and pump again tactic and she praises Chinese stocks and raises hopes on their long term success. Best Buy and similar retailers are stocking TF up in preparation for the winter hol
With the Fed’s updated outlook on monetary policy, equities, commodities, and yields have no idea to go left, right up, down, or in fucking circles. Just kidding, they were all down. Back to back prints of terrible retail sales numbers have peo
The Wall Skreet Boys were 1 for 2 on hot takes given last week. We called the olympics being traaaaaash, but fell oh so short of the eviction moratorium existing in perpetuity, as the U.S. Supreme Court puts the kibosh on the eviction ban in Ne
With a slightly boring week in the markets, all eyes are on the eviction moratorium which shows no signs of ever ending. RIPYDB to all the landchads out there. Vlad Tenev also finds a way yet again to skirt the system and upend his cult followi
The lackluster GDP and jobless claims didn’t stop this bull market from making steady progress (to nobody’s surprise). Orange juice futures went absolutely brazy after a frost upends Brazil (breakfast brunch at Tiffany’s became a little bit mor
Our friends at the National Bureau of Economic Research have solidified that the United States is officially the universal champions of recessions, book it baby. Apparently the COVID recession lasted all of 2 months and we are back and better t
Episode Details: EP32 coming in hot when one of the OG homies on FinTwit finally link up with (½) The Wall Skreet Boys (prayers up for BB). No topic was safe in the end as the boys discussed best trades, worst trades, current market conditions,
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