Wall Street Breakfast

Strong Q2 GDP further undermines the recession narrative. Everybody wants to go on a cruise. Which quant strategies have been the big winners so far?Read a transcript of this episode at Seeking Alpha.Show LinksQuant stock screens: BofA ranks its best and worst so farComcast pops as Q2 earnings powered by Mario, Peacock amid broadband weaknessMcDonald's shows off global firepower by topping comparable sales estimates in all regionsShell's Q2 earnings slashed by more than half but launches $3B buybackBlackRock spotlights healthcare as an opportunity with recession talks in the airDurable goods orders rise more than expected in June