MRKT Call 11/16/2022: Target's Holiday Shopping Warnings and Nvidia Earnings Preview
RiskReversal Pod
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Energy Is Not Going Away Is It?
The energy story is intact the supply demand fundamentals are still out there and these are better run companies that they've been. The Walmart getting back to Walmart yesterday everybody was champion numbers were fine but remember they beat on lowered got already lowered guidance if you just look at those numbers in a vacuum again they were not particularly great. Dan: I think this might be just in time for like the death rattle of retail as we're talking about consumer credit rates going slow. We have elevated butters to that status so if I called him John butters so John butters is me on tomorrow so it's okay.
Play episode from 11:46
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