Blue Line Capital president Bill Baruch and analyst Jannis Meindl lay out the landscape across macro markets post-CPI and strong retail sales data last week. With economic activity remaining sticky despite higher rates, markets are growing worried about a more aggressive Fed. We also talk about 3 stocks: AT&T as a value play in telecommunications, Lowe’s profiting from housing tailwinds while challenged by wage trends, and AMD as a chip turnaround story.
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We provide free access to the episode's chart-pack, including all of the data discussed.
0:00 - Will The Fed Get More Aggressive?
5:09 - AT&T - Value In Telecommunications
11:26 - Lowe's - Housing Tailwinds vs. Consumer Headwinds
17:59 - AMD - The Semiconductor Turnaround
Bill Baruch is the founder and CEO of Blue Line Capital. All opinions expressed by Bill and podcast guests are solely their own opinions and are not intended to provide specific advice or recommendations. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Understand your financial condition before investing. Blue Line Capital, its staff, or its clients may maintain positions in the securities discussed in this podcast.
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