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In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailNot all tech stocks are the same, says Fitz-Gerald Group's Keith Fitz-GeraldKeith Fitz-Gerald, Fitz-Gerald Group principal, joins 'Power Lunch' to discuss the economy, markets and which Big Tech names he likes.
Persons: Fitz, Gerald Group's Keith Fitz, Gerald Keith Fitz, Gerald Organizations: Gerald Group, Big Tech
There's still a chance of no Fed cut, says Keith Fitz-Gerald
  + stars: | 2024-09-11 | 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 EmailThere's still a chance of no Fed cut, says Keith Fitz-GeraldFitz-Gerald Group’s Keith Fitz-Gerald and PGIM’s Tom Porcelli, join 'Power Lunch' to discuss the CPI report, the presidential debate and what it all means for the markets.
Persons: Keith Fitz, Gerald Fitz, Gerald Group’s Keith Fitz, Gerald, PGIM’s Tom Porcelli
The Fed has not stuck the soft landing yet, says Ron Isana
  + stars: | 2024-08-02 | 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 EmailThe Fed has not stuck the soft landing yet, says Ron IsanaRon Insana, chief market strategist at Dynasty Financial Partners, and Keith Fitz-Gerald, principal of Fitz-Gerald Group, join 'Power Lunch' to discuss macro outlooks.
Persons: Ron Isana Ron Insana, Keith Fitz, Gerald, Fitz, Gerald Group Organizations: Financial Partners
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailApple is going to unleash another 'iPhone moment,' says Keith Fitz-GeraldKeith Fitz-Gerald, Fitz-Gerald Group principal, joins 'Power Lunch' to discuss markets, his expectations for Nvidia's valuation, and more.
Persons: Keith Fitz, Gerald Keith Fitz, Gerald, Fitz Organizations: Apple, Gerald Group
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailApple is a lot farther along in the AI space than people realize, says Keith Fitz-GeraldKeith Fitz-Gerald, Fitz-Gerald Group principal, joins 'Power Lunch' to discuss buying into tech and weighs in on stock trends in the sector.
Persons: Keith Fitz, Gerald Keith Fitz, Gerald, Fitz Organizations: Gerald Group
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailOne strategist balances AI and tech stocks in his portfolio with stable plays in energyKeith Fitz-Gerald of the Fitz-Gerald Group calls AI "is one of the single largest investing trends in human history" and says that the current hype around it is justified.
Persons: Keith Fitz, Gerald
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMcDonald's is a tech company that just happens to make burgers, says Keith Fitz-GeraldKeith Fitz-Gerald, principal at the Fitz-Gerald Group, joins 'The Exchange' to discuss concerns about too much liquidity in the market, leverage traders adapting to rate changes, and more.
Persons: Keith Fitz, Gerald Keith Fitz, Gerald, Gerald Group
The trader supplies tin concentrate to the Thai smelter Thaisarco, which does not price or pay for the material until after it has arrived and been authenticated. Fifty containers would hold 1,250 metric tonnes of tin concentrate and Brazilian concentrate would yield 875 tonnes of metal. In addition to selling tin to Thaisarco, Gerald typically sends tin concentrate to Malaysia Smelting Corp (MSCB.KL) to turn into metal in a process known as tolling. Tin concentrate from Brazil typically contains about 70% metal. With regional variations, tin concentrate also contains byproducts or impurities such as iron, antimony, bismuth, lead and silver.
Persons: Gerald Group, Gerald, Andrew Davies, Pratima Desai, Veronica Brown, Barbara Lewis, Catherine Evans Organizations: Reuters, London Metal Exchange, Malaysia Smelting Corp, Geological Survey, Thomson Locations: Brazil, Asia, London, Thaisarco
Microsoft could be a $500 stock in 5-7 years, analyst says
  + stars: | 2023-06-16 | 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 EmailMicrosoft could be a $500 stock in 5-7 years, analyst saysKeith Fitz-Gerald of the Fitz-Gerald Group explains his price target for Microsoft.
Persons: Keith Fitz, Gerald, Gerald Group Organizations: Microsoft
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with BofA's Michael Gapen and Fitz-Gerald Group's Keith Fitz-GeraldMichael Gapen, Bank of America Research head of U.S. economist, and Keith Fitz-Gerald, principal at the Fitz-Gerald Group, join 'The Exchange' to discuss the Fed's pause and next move.
Persons: BofA's Michael Gapen, Gerald Group's Keith Fitz, Gerald Michael Gapen, Keith Fitz, Gerald, Gerald Group Organizations: Bank of America Research
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe economy will move into 2024 without any downturn, says BofA's Michael GapenMichael Gapen, Bank of America Research head of U.S. economist, and Keith Fitz-Gerald, principal at the Fitz-Gerald Group, join 'The Exchange' to discuss the Fed's pause and next move.
Persons: BofA's Michael Gapen Michael Gapen, Keith Fitz, Gerald, Gerald Group Organizations: Bank of America Research
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with Annex's Brian Jacobsen and Fitz-Gerald Group's Keith Fitz-GeraldBrian Jacobsen, Annex Wealth Management chief economist, and Keith Fitz-Gerald, principal at the Fitz-Gerald Group, join 'The Exchange' to discuss the speed, adoption and breath of A.I., opportunities for investors to buy A.I. stocks, and the timeline for A.I. transformation.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailA.I. tools will change the course of human history and 'profits will follow,' says Keith Fitz-GeraldBrian Jacobsen, Annex Wealth Management chief economist, and Keith Fitz-Gerald, principal at the Fitz-Gerald Group, join 'The Exchange' to discuss the speed, adoption and breath of A.I., opportunities for investors to buy A.I. stocks, and the timeline for A.I. transformation.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with Keith Fitzgerald and Nancy TenglerKeith Fitz-Gerald, Fitz-Gerald Group principal, and Nancy Tengler, CEO & CIO of Laffer Tengler Investments, join 'The Exchange' to discuss thematic tech investments, Google on the defensive against ChatGPT, and owning companies that are reliable earners.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailInvest in reliable earners from sectors you are underweight in: Laffer Tengler's Nancy TenglerKeith Fitz-Gerald, Fitz-Gerald Group principal, and Nancy Tengler, CEO & CIO of Laffer Tengler Investments, join 'The Exchange' to discuss thematic tech investments, Google on the defensive against ChatGPT, and owning companies that are reliable earners.
That news sent its stock price plunging and triggered a panic-induced wave of withdrawals from VCs and other depositors. Within a day, SVB stock had tanked 60% and led to a loss of more than $80 billion in bank shares globally. Some argue that the bank's downfall was due to its leaders' greed for yield: its holdings were disproportionately exposed to long-term interest rates, which are at a 15-year high in an effort to bring down inflation. The increased rates hit the value of SVB's securities, which subsequently damaged depositors' confidence. So, to me, it's the system that's broken, or at least needs to be seriously reviewed here."
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailSilicon Valley greed and regulatory failure is behind SVB's collapse, investor saysKeith Fitz-Gerald of Fitz-Gerald Group speaks to CNBC's Capital Connection about the Silicon Valley Bank collapse.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC’s full interview with Fitz-Gerald Group's Keith Fitz-GeraldKeith Fitz-Gerald, Fitz-Gerald Group principal, joins 'The Exchange' to discuss the job market and the economy. He also discusses which stocks he likes in a rising rate environment.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailBetting against Musk is like betting against Steve Jobs at the peak of Apple, says Keith Fitz-GeraldKeith Fitz-Gerald, Fitz-Gerald Group Principal, joins 'The Exchange' to discuss job market and the economy. He also discusses which stocks he likes in a rising rate environment.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with The Fitz-Gerald Group's Keith Fitz-GeraldKeith Fitz-Gerald, The Fitz-Gerald Group principal, joins 'Power Lunch' to discuss his projections for next year's equity markets, whether he's convinced the worst is over for semiconductor stocks and more.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailAMD and Intel are priced like they're going out of business, says Keith Fitz-GeraldKeith Fitz-Gerald, The Fitz-Gerald Group principal, joins 'Power Lunch' to discuss his projections for next year's equity markets, whether he's convinced the worst is over for semiconductor stocks and more.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with Wells Fargo's Brian Rehling and Fitz-Gerald Group's Keith Fitz-GeraldBrian Rehling, head of global fixed income strategy at Wells Fargo Investment Institute, and Keith Fitz-Gerald, principal at the Fitz-Gerald Group, join 'The Exchange' to discuss stocks surging after CPI data came in slightly lower than expectations, as well as the impact of free cash flow on valuations.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThere will be no warning bell when the Fed begins to moderate, says Keith Fitz-GeraldBrian Rehling, head of global fixed income strategy at Wells Fargo Investment Institute, and Keith Fitz-Gerald, principal at the Fitz-Gerald Group, joins 'The Exchange' to discuss stocks surge after CPI data was slightly lower than expectations, locating peak inflation and yields, as well as the impact of free cash flow on valuations.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailCostco is about making every dollar go further, says Keith Fitz-GeraldKeith Fitz-Gerald of the Fitz-Gerald Group join CNBC's Frank Holland and the 'CNBC Special: Markets in Turmoil' to discuss where he's seeing opportunities in the markets.
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