In this November 2025 edition of Maltbie’s Minute on the Market, Robert Maltbie shares an October 27th Market Check from the Fort William Henry battleground in Upstate New York. He argues valuation can expand as M2 and velocity improve with a potential rate cut ahead. Plus a special situation: Warner Bros. Discovery (WBD) is “in play” due to deleveraging, cost controls, a potential split, and takeover chatter.
