Top related persons:
Top related locs:
Top related orgs:

Search resuls for: "DCLA"


25 mentions found


Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailExpect a 'higher for longer' message from Fed Chair Powell today, says DCLA's Sarat SethiSarat Sethi, DCLA managing partner and portfolio manager, joins 'Squawk Box' to discuss the latest market trends ahead of the opening bell on Wednesday.
Persons: Powell, DCLA's Sarat Sethi Sarat Sethi, DCLA
DCLA's Sarat Sethi on his top stock picks right now
  + stars: | 2024-01-23 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailDCLA's Sarat Sethi on his top stock picks right nowDCLA managing partner Sarat Sethi joins 'Squawk Box' to discuss the latest market trends ahead of the opening bell on Tuesday.
Persons: Sarat Sethi
Nvidia is the stock of the year. Can it last?
  + stars: | 2023-12-05 | by ( Nicole Goodkind | ) edition.cnn.com   time to read: +10 min
New York CNN —It would be an understatement to say that it’s been a good year for Nvidia. The California-based chipmaking giant has seen its shares soar about 220% this year, making it the top performing S&P 500 stock in 2023. What’s happening: Just before Thanksgiving, Nvidia crushed doubts that its star was fading by reporting gangbuster third quarter earnings. By Sosnick’s count, Nvidia executives mentioned AI at least 70 times on their most recent earnings call. Historically, Nvidia has had hard falls after missteps — between 2021 and 2022, shares of the stock fell by 66%.
Persons: Hannah de Wolf, Colette Kress, There’s, , Steve Sosnick, we’ve, Nvidia …, Dan Ives, Goldman Sachs, Piper Sandler, Harsh Kumar, Sarat Sethi, DCLA, Sethi, it’s, missteps, hasn’t, Matt Egan, Robert Jackson Jr, Joshua Mitts, , Mitts, it’s “, ” Mitts, Jackson, Catherine Cortez Masto, Biden, Cortez Masto, “ I’m, Todd Young, Tim Kaine, Mark Warner, Rand Paul, Mitch McConnell, Bill Hagerty, Marsha Blackburn ,, Joe Manchin, Roger Marshall, Katie Britt Organizations: CNN Business, Bell, New York CNN, Nvidia, Revenue, Nvidia can’t, Washington Service, Interactive, CNBC, Columbia University, New York University, Israel, Fund, SEC, NYU, , CNN, US, EU, Indiana Locations: New York, California, China, Wedbush, Israel, Gaza, Columbia, Nevada, American, Virginia, Kentucky, Tennessee, Marsha Blackburn , West Virginia, Joe Manchin , Kansas, Alaska
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailNvidia needs 30% annual growth to support its valuation, says Sarat SethiSarat Sethi, DCLA managing partner, joins 'Power Lunch' to discuss the likelihood of a rally continuing.
Persons: Sarat Sethi Sarat Sethi, DCLA Organizations: Nvidia
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailStocks are the way to go 'for the next decade' if you're accumulating, says DCLA's Sarat SethiSarat Sethi, DCLA managing partner, joins 'Squawk Box' to discuss the latest market trends, the appeal of bonds, and more.
Persons: DCLA's Sarat Sethi Sarat Sethi, DCLA
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailDCLA's Sarat Sethi reveals the top stocks to consider before year endSarat Sethi, DCLA portfolio manager, joins 'Squawk Box' to discuss the latest market trends, news of the Fed probing Morgan Stanley's wealth management business, the Fed's inflation fight, his favorite stock picks, and more.
Persons: Sarat Sethi, Morgan
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWe're peaking in terms of economic activity but not 'inflationary activity', says DCLA's Sarat SethiSarat Sethi, DCLA managing partner, joins 'Squawk Box' to discuss the latest market trends, earnings season, surging Treasury yields, and more.
Persons: DCLA's Sarat Sethi Sarat Sethi, DCLA
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe earnings recession is pretty much over, says Pence Capital's Dryden PenceDryden Pence, chief investment officer with Pence Capital Management, and Sarat Sethi, DCLA managing partner, join 'Power Lunch' to discuss stocks, rising yields, and the economy.
Persons: Pence, Dryden Pence Dryden Pence, Sarat Sethi, DCLA Organizations: Pence Capital Management
DCLA’s Sarat Sethi buys Freeport-McMoRan
  + stars: | 2023-10-10 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailDCLA’s Sarat Sethi buys Freeport-McMoRanJosh Brown, Kari Firestone, Jim Lebenthal, and Sarat Sethi join CNBC’s ‘Halftime Report’ to discuss stocks rising while Treasury yields drop, the impact of Thursday's CPI report, and more.
Persons: Sarat Sethi, Josh Brown, Kari Firestone, Jim Lebenthal, CNBC’s Organizations: Treasury, CPI Locations: Freeport
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailA buying opportunity will emerge amid strikes and potential shutdown, says Dynasty's Ron InsanaSarat Sethi, DCLA managing partner, and Ron Insana, chief market strategist at Dynasty Financial Partners, join 'Power Lunch' to discuss the impact of the strikes and a government shutdown on the market.
Persons: Ron Insana Sarat Sethi, DCLA, Ron Insana Organizations: Financial Partners
Intel core processors expected to bring AI to PCs by December 14
  + stars: | 2023-09-19 | by ( ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailIntel core processors expected to bring AI to PCs by December 14Karen Firestone, Aureus Asset Management CEO, Sarat Sethi, DCLA managing partner, Josh Brown, CEO at Ritholtz Wealth Management, Jim Lebenthal, partner at Cerity Partners, and CNBC's Kristina Partsinevelos, join 'Halftime Report' to discuss Intel as the company kicked of its developer conference on Tuesday.
Persons: Karen Firestone, Sarat Sethi, DCLA, Josh Brown, Jim Lebenthal, CNBC's Kristina Partsinevelos Organizations: Intel, Aureus Asset Management, Ritholtz Wealth Management, Cerity Partners
Watch CNBC’s investment committee discuss Amazon
  + stars: | 2023-09-19 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC’s investment committee discuss AmazonKaren Firestone, Aureus Asset Management CEO, Sarat Sethi, DCLA managing partner, Josh Brown, CEO at Ritholtz Wealth Management, Jim Lebenthal, partner at Cerity Partners, join 'Halftime Report' to discuss how investors should approach Amazon, how they look at various divisions of the company, and more.
Persons: Amazon Karen Firestone, Sarat Sethi, DCLA, Josh Brown, Jim Lebenthal Organizations: Watch, Amazon, Aureus Asset Management, Ritholtz Wealth Management, Cerity Partners
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailAmazon hiring 250,000 employees for holiday rush. How the pros say to play itJim Cramer, Josh Brown of Ritholtz Wealth Management, Sarat Sethi of DCLA and Karen Firestone of Aureus Asset Management discussed Amazon after the company announced Tuesday it will add a quarter of a million employees ahead of the holiday season in the United States.
Persons: Jim Cramer, Josh Brown, Sarat Sethi, DCLA, Karen Firestone Organizations: Ritholtz Wealth, Aureus Asset Management Locations: United States
Fed kicks off 2-day meeting: What investors should expect
  + stars: | 2023-09-19 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailFed kicks off 2-day meeting: What investors should expectKaren Firestone, Aureus Asset Management CEO, Sarat Sethi, DCLA managing partner, Josh Brown, CEO at Ritholtz Wealth Management, Jim Lebenthal, partner at Cerity Partners, and CNBC's Steve Liesman, join 'Halftime Report' to discuss what to expect from Fed's meeting, how Fed's decision in rate hikes will impact the market, and more.
Persons: Karen Firestone, Sarat Sethi, DCLA, Josh Brown, Jim Lebenthal, Steve Liesman Organizations: Fed, Aureus Asset Management, Ritholtz Wealth Management, Cerity Partners
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC’s full interview with David Wessel, Sarat Sethi and Ron InsanaBrookings’ David Wessel, DCLA’s Sarat Sethi and Dynasty Financial’s Ron Insana join 'Power Lunch' to discuss their takeaways from Fed Chair Powell's Jackson Hole speech.
Persons: David Wessel, Sarat Sethi, Ron Insana Brookings, DCLA’s Sarat Sethi, Ron Insana, Jackson
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailDynasty Financial’s Ron Insana expects the Fed is close to done with rate hikesBrookings’ David Wessel, DCLA’s Sarat Sethi and Dynasty Financial’s Ron Insana, joins 'Power Lunch' to discuss takeaways from Fed Chair Powell's Jackson Hole speech.
Persons: Ron Insana, David Wessel, DCLA’s Sarat Sethi, Jackson Organizations: Brookings
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailDCLA's Sarat Sethi explains why he's still a stock picker in the current marketSarat Sethi, DCLA managing partner, joins 'Squawk Box' to discuss the latest market trends, Treasury yields, where opportunities are right now for investors, interest rate outlook, and more.
Persons: Sarat Sethi, he's, DCLA
"The S & P is not quite there, but we would be very surprised if it doesn't follow the NDX's lead." On top of that, some are worried that another real estate crisis in China may be brewing. "It's been almost two years since China Evergrande Group, once China's largest real estate developer, shocked the financial markets by defaulting on $340 billion in debt. Since then, the Chinese real estate market has been in a serious slump," wrote Ed Yardeni of Yardeni Research. Investment in real estate fell 8.5% y/y during the first seven months of this year."
Persons: Goldman Sachs, Scott Rubner, Rubner, 0DTE, Technicals, Wolfe, Rob Ginsberg, Ginsberg, It's, Ed Yardeni, we're, Sarat Sethi, Johnson, Sethi, CNBC's, — CNBC's Michael Bloom Organizations: Wolfe Research, Nasdaq, China Evergrande Group, Yardeni, Investment, U.S, JPMorgan Locations: China, U.S, Freeport, McMoRan, Haleon
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailDCLA's Sarat Sethi on July CPI report: Inflation coming down 'but still embedded in our system'Sarat Sethi, DCLA Managing partner, joins 'Squawk Box' to react to July's CPI report, what it means for the Fed's rate hike campaign, and more.
Persons: Sarat Sethi, DCLA Organizations: CPI
Chasing the market higher is a bad idea right now, and investors should turn to safe-haven sectors instead, investor Sarat Sethi warned. "I think as an equity investor, one needs to be really careful here and not chase some of these rallies, especially for stocks that are looking for lower discount rates." Stocks rose on the back of the data, with the Dow Jones Industrial Average trading more than 400 points higher at its session peak. Haleon and pharmaceutical giant Johnson & Johnson were also mentioned by Sethi. Johnson & Johnson is down 2% in 2023 but has risen more than 3% in August.
Persons: Sarat Sethi, Sethi, Dow Jones, Freeport's, Johnson Organizations: Reserve, Dow Jones Industrial, Johnson, GSK, Janssen Pharmaceuticals, Food and Drug Administration Locations: Freeport, McMoRan
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMoody's downgrade creates buying opportunities in financials, says DCLA's Sarat SethiJosh Brown, Bryn Talkington, Stephanie Link, and Sarat Sethi join 'Halftime Report' to discuss Moody's credit rating cut, long term investment opportunities in financials and regional banks struggling to grow lending.
Persons: DCLA's Sarat Sethi Josh Brown, Bryn Talkington, Stephanie Link, Sarat Sethi Locations: financials
West Texas Intermediate has surged more than 14% for the month, putting it on pace for its best monthly performance since its 17.2% gain in January 2022. APA APA has the strongest 50-day correlation with WTI prices of 0.71, meaning it is likely to see gains as the commodity continues to rise. Devon Energy Shares of Devon Energy have popped more than 11% month to date. It has a 50-day correlation of 0.69 with WTI, and an average correlation of 0.59 with the commodity since 2015. Pioneer Natural Resources The Texas-based oil company has a 50-day correlation value of 0.65 with WTI Crude.
Persons: Russell, Goldman Sachs, DCLA, Sarat Sethi, Pioneer's, — CNBC's Michael Bloom Organizations: West Texas, CNBC, APA APA, . Devon Energy, Devon Energy, Diamondback Energy Diamondback Energy, Natural Resources, WTI Locations: Saudi Arabia, Russia, Natural Resources The Texas
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThere are investor opportunities outside of the top 7 to 10 stocks, says DCLA's Sarat SethiSarat Sethi, DCLA managing partner and portfolio manager, joins 'Squawk Box' to discuss the latest market trends, earnings this week, and more.
Persons: DCLA's Sarat Sethi Sarat Sethi, DCLA
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailCompanies like Chevron and Exxon are where investors need to be long-term, says DCLA's SethiSarat Sethi, DCLA managing partner, joins 'Power Lunch' to discuss the standouts from earnings season thus far, the consumer names who have reported earnings, and Sethi's thoughts on the financials.
Persons: DCLA's Sethi Sarat Sethi, DCLA Organizations: Companies, Chevron, Exxon
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWe're putting more money into value sector, says DCLA's Sarat SethiSarat Sethi, DCLA managing partner and portfolio manager, joins 'Squawk Box' to react to Bank of America's Q2 earnings, the banking sector at large, and more.
Persons: DCLA's Sarat Sethi Sarat Sethi, DCLA Organizations: of America's
Total: 25