Kim Kahn
speaker
3,263 appearances
102 recordings
1 series
first heard Nov 2025
last heard yesterday
Kim Kahn’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 102 in all, peaking in Aug 2026 with 23.
Appearances
Pantheon itself sees a rise in Friday's payrolls of 125,000 with a sharp rebound in government education jobs.
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But odds of a negative official payrolls number for August have crept above one in four, with some Wall Street banks laying out the case for a negative print.
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The Spoke Investment Group points out that since the Fed began announcing real time rate decisions in nineteen ninety four, it has never hiked interest rates within six months of a decline in payrolls.
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And another news of note, Berkshire Hathaway sees an opportunity to provide energy for AI data center hyperscalers if the terms are right, CEO Greg Abel says.
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He noted on CNBC that in Iowa last year, about eight percent of Berkshire Hathaway energy's load came from data centers.
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We're interested in serving these hyperscalers, one, if there was no impact to the rates of our other customers, Abel said.
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In fact, we've pretty much taken the approach that there has to be a net benefit.
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benefit to our other customers.
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Second, communities have to understand the impact on water, which Abel said has become more manageable through the use of new technologies.
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And third, the communities have to be open to having the data center in their community.
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We very much believe that you have to be a welcome member of the community.
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That's all for today's Wall Street Lunch.
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Look for links for stories in the show notes section.
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Don't forget, these episodes will be up with transcriptions at seekingalpha.com slash WSP.
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And for a wealth of coverage on stocks and ETFs, go to seeking alpha.com slash subscriptions.
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Welcome to Seeking Alpha's Wall Street Lunch, our afternoon update on today's market action, news, and analysis.
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Good afternoon, today is Tuesday, September first, and I'm your host, Kim Kahn.
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Our top story so far, bonds continue to call the market tune with rising yields pressuring equities, especially growth stocks.
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The tenure yield topped 4.8%, its highest level since January 2025, despite the Treasury expanding long-end bond buybacks.
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The tenure has seen an 85 basis point run since the onset of the Iran War.
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Showing 481–500 of 3,263 · page 25 of 164
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