Latest / Blue Collar and Boujie
After the Bell - The House Comes With an Interest Rate
Got something to say to this podcast? Send a voicemail, and you might hear yourself on the next episode!
Stocks rallied after the Fed's rate increase. Buying a house did not suddenly become easier.
Boujie follows Thursday's market rebound from lower oil and Treasury yields into the businesses still paying to make a sale possible. Generac's Amazon agreement brings AI spending down to the generator room, while Nebius, CoreWeave and Fluence show why strong demand does not settle questions about financing, manufacturing or profit. Amazon's supplier warrants also bring back Wade's unusually useful…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.