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Friday, Aug. 18, 2023: The Club is entering new positions amid the oversold marketDirector of Portfolio Analysis, Jeff Marks, explains why the Club is buying two new stocks after announcing Thursday it will exit an energy name. Jeff talks about the importance of having cash on the sidelines amid an oversold market. Jeff breaks down a consumer discretionary company's earnings results reported Friday morning, why the stock is at 52-week low, and where he sees its performance in the near future. Finally, Jeff previews the annual Federal Reserve meeting next week at Jackson Hole.
Persons: Jeff Marks, Jeff Organizations: Reserve, Jackson
Monday, Aug. 14, 2023: Cramer says this health-care tech name is a buy right nowJim Cramer and Jeff Marks discuss this semiconductor giant and why you should sell some shares at these levels. Jim says one health-care tech stock is his favorite in the portfolio and a buy right now. Finally, Jim and Jeff talk about a cybersecurity name ahead of its earnings Friday.
Persons: Cramer, Jim Cramer, Jeff Marks, Jim, Jeff
Friday, Aug. 11, 2023: The Club explains why this cybersecurity stock is a long-term holdDirector of Portfolio Analysis, Jeff Marks, breaks down the July Producer Price Index report after it came in up 0.3% Friday morning. Jeff says despite a new downgrade from Wolfe Research, you should still own this tool-manufacturing stock. Finally, Jeff talks about a cybersecurity name ahead of its earnings next Friday and why it's still a good long-term hold.
Persons: Jeff Marks, Price, Jeff, it's Organizations: Wolfe Research
Wednesday, Aug. 9, 2023: Cramer considers adding shares to two portfolio holdingsJim Cramer and Jeff Marks discuss this entertainment giant ahead of its quarterly results after market close Wednesday. Jim says he wishes he owned more of this consumer discretionary Club holding. Jim and Jeff talk about a surging pharmaceutical name after reporting earnings beats Tuesday. Finally, Jim and Jeff break down why they are considering adding shares to two stocks in the portfolio.
Persons: Cramer, Jim Cramer, Jeff Marks, Jim, Jeff
8 New Songs You Should Hear Now
  + stars: | 2023-08-08 | by ( ) www.nytimes.com   time to read: +3 min
“A Vivir en Desacuerdo.” (translation: “To Live in Disagreement.”) is a welcoming introduction to her alluringly off-kilter sound. (Listen on YouTube)4. (Actually, I listened to it as an audiobook, which I would recommend because there are times when Tweedy actually sings to explain a point he’s making.) “Evicted” is stomping, twangy and rife with bruised emotions, as Tweedy sings, “I’d laugh until I died if it wasn’t my life, if it wasn’t me in the mirror.” (Listen on YouTube)7. (Listen on YouTube)
Persons: maJa, Jon Pareles, she’s, Billie Eilish, , Lou, Ama, , Margaret Glaspy, Margaret Glaspy’s, , Wilco, Jeff Tweedy, Tweedy, John Darnielle, Thebes Organizations: YouTube, Hail, Panasonic Locations: Dominican, Hail West Texas
Tuesday, Aug. 8, 2023: Cramer adds to this energy Club holdingJim Cramer and Jeff Marks discuss the declines in the major indices after Moody's cut credit ratings of ten small to mid-sized U.S. banks. Jim and Jeff explain why they are adding shares to an energy stock in the portfolio. Jim breaks down a surging pharmaceutical name after posting results before the bell Tuesday. Finally, Jim and Jeff talk about JPMorgan putting a cybersecurity Club holding on its negative catalyst watch list.
Persons: Cramer, Jim Cramer, Jeff Marks, Jeff, Jim Organizations: JPMorgan
Friday, July 28, 2023: The Club breaks down earnings results from this portfolio auto nameDirector of Portfolio Analysis, Jeff Marks, discusses the market after the Dow Jones Industrial Average 13-day winning streak not seen since 1987, ended Thursday. Jeff breaks down this auto name in the portfolio after reporting earnings post market close Thursday. Finally, Jeff talks about one pharmaceutical stock after getting a price target raise from JPMorgan.
Persons: Jeff Marks, Jeff Organizations: Dow Jones, JPMorgan
Wednesday, July 26, 2023: Cramer discusses earnings results from two tech names in the portfolioJim Cramer and Jeff Marks break down results from two megacap Club holdings after reporting earnings post market close Tuesday. Jim and Jeff talk about a financial services name in the portfolio after the company announced it will buy back $30 billion in stock. Finally, Jim and Jeff preview a "Magnificent Seven" company that is set to release quarterly results Wednesday after the bell.
Persons: Cramer, Jim Cramer, Jeff Marks, Jim, Jeff
Decades after Oppenheimer, the US still pays benefits to people exposed to nuclear radiation. Civilians who contracted cancer or other diseases due to nuclear testing also receive benefits. Long after the creation and testing of that first nuclear weapon and the many more tests that followed, Washington is still paying benefits to veterans and civilians exposed to radiation from nuclear bomb tests and cleanups. It was over 40 years after the first nuclear test, codenamed "Trinity," before the risks and dangers were officially recognized. Jeff T. Green/Getty ImagesCurrent VA benefits related to nuclear radiation exposure include cleanups at the Marshall Islands and Palomares, Spain, from a 1966 US Air Force plutonium accident.
Persons: Oppenheimer, Christopher Nolan's, Robert Oppenheimer, Bill Clinton's, Eileen Welsome's, Markey, Ken Brownell, Francis Lincoln Grahlfs, Brownell, Jeff T Organizations: Manhattan, Service, Los Alamos Laboratory, Trinity, Universal Pictures, Los Alamos National Laboratory, MPI, Manhattan Project, Marshall, Air Force, McMurdo, Manhattan Project's Trinity Locations: Marshall, Wall, Silicon, Nazi Germany, Hiroshima, Nagasaki, Washington, Japan, Nevada, Hanford, Palomares, Spain, McMurdo Antarctica, Ukraine
Tuesday, July 25, 2023: Cramer considers trimming this megacap name after Tuesday's earnings resultsJim Cramer and Jeff Marks consider trimming a megacap tech holding depending on how the stock reacts to its earnings results posting after market close Tuesday. Jim breaks down this Club industrial name after reporting earnings Tuesday morning. Jim and Jeff talk about a retailer in the portfolio and how it may reach an historic 12-day streak closing in the green. Finally, Jim and Jeff weigh buying this aerospace and defense name.
Persons: Cramer, Jim Cramer, Jeff Marks, Jim, Jeff
We know there are so many reasons why this bull market has eluded so many. It's sudden broadening into health care, transports and financials just when we were told the bull was slain by its lack of breadth. I hope readers here know that I felt that only by tuning out the Fed could you make maximum money in the market. You simply had to ignore the verbiage, block out the gasbags who simply failed to see the two-staged bull market right in front of them. Needless to say, if you needed any evidence that we are in a bull market, the rally in that dog may be enough to make the prosecution rest.
Persons: Jerome Powell's, Powell, It's, Joe Biden's, Powell's, that's, Larry Fink, DR Horton, Powell didn't, IPOs, David Solomon's, Goldman Sachs, Barbie, Oppenheimer, Steve Squeri, Squeri, Jeff Marks, Jeff, Johnson, Elliott Management's, Lauder, Jackson, Jim Cramer's, Jim Cramer, Jim, Victor J Organizations: Federal, Dow, Taiwan Semiconductor Manufacturing Company, AS, Blackrock, DR, Western Alliance, FTC, Federal Trade Commission, Justice Department, Club, Microsoft, Activision, American Express, DuPont, Constellation Brands, Disney, Fed, Jim Cramer's Charitable, CNBC, Visitors, New York Stock Exchange, Blue, Bloomberg, Getty Locations: Washington, IPOs, Cava, Wyoming
Friday, July 21, 2023: The Club discusses price target hikes for two portfolio stocksDirector of Portfolio Analysis, Jeff Marks, breaks down fresh price target hikes for two portfolio stocks. Also, Jeff discusses a major healthcare study by Morgan Stanley and potential impacts on a Club holding. Finally, Jeff talks about a Wall Street Journal report on a megacap name in the portfolio saying its co-founder is returning to the company.
Persons: Jeff Marks, Jeff, Morgan Stanley
Monday, July 17, 2023: Cramer considers trimming this consumer stapleJim Cramer and Jeff Marks discuss the so-called Magnificent 7 stocks leading this year's market rally following a report from Citigroup. Jim talks about a pharmaceutical company in the portfolio ahead of its earnings report this week. Finally, Jim and Jeff talk about a Club holding after it announced a price cut to its signature electric pickup truck.
Persons: Cramer, Jim Cramer, Jeff Marks, Jim, Jeff Organizations: Citigroup
Friday, July 14, 2023: Cramer trims one oil stock in the portfolioJim Cramer and Jeff Marks discuss several big banks after posting earnings Friday. Jim breaks down why he is selling 200 shares of this oil stock in the portfolio. Finally, Jim and Jeff talk about one tech giant after getting an upgrade from UBS.
Persons: Cramer, Jim Cramer, Jeff Marks, Jim, Jeff Organizations: UBS
For millennial and Gen Z homebuyers, purchasing a starter home may be a thing of the past. A starter home is usually the first home a person or family is able to purchase. Currently, nearly two-thirds of all homeowners have mortgage rates at or below 4%, according to Black Knight, a mortgage software and analytics company. Affordable homes are hard to findAs of May, the typical starter home cost about $179,407 nationwide, according to Zillow data provided to CNBC Make It. But between 2017 and 2022, the number of millennials who own their homes increased 64% to 18.2 million.
Persons: Z, Jessica Lautz, Freddie Mac, Black Knight, Jeff Tucker, Zillow, Lautz, Young, Zers, millennials Organizations: National Association of Realtors, CNBC, Bank of Locations: U.S
"I question whether the state party has the necessary expertise to spend the money well," he said. Kristina Karamo, chair of the Michigan state party, didn't respond to a request for comment for this story. The Arizona party, meanwhile, raised roughly $139,000 in the first three months of this year, according to state and federal filings. But the state party's organizational heft will be hard to replicate, said Jeff Timmer, a former executive director of the Michigan Republican Party. "But not having the state party well funded is detrimental to many Republican campaigns next year," he added.
Persons: Ron Weiser, Weiser, Donald Trump, Trump, Seth Masket, Kelli Ward, Joe Biden, It's, Jim Click, Kristina Karamo, Ward, Jeff DeWit, haven't, Karamo, Matt Johnson, Jason Roe, DeWit, Zlaticanin, Jeff Timmer, Timmer, Jonathan Lines, Tim Reid, Nathan Layne, Ross Colvin, Pravin Organizations: Michigan Republican Party, Republicans, White, U.S . Congress, Republican Party, Michigan, University of Denver, Arizona, Justice Department, Trump, Democratic, Reuters, Republican National Committee, Republican, Biden, Thomson Locations: Michigan, Arizona, North Carolina, Detroit, New Arizona
Friday, June 30, 2023: The Club breaks down a portfolio consumer staples stock's earnings reportDirector of portfolio analysis, Jeff Marks, discusses the Core Personal Consumption Expenditures Price Index report as it increased 0.3% this month as expected. Jeff talks about a consumer staples Club holding as it reported earnings before market open Friday. Also, he breaks down this tech giant after reaching an historic market cap as it, and several other companies, hit new intraday highs. Finally, Jeff explains a new upgrade to a semiconductor stock in the portfolio.
Persons: Jeff Marks, Jeff
Thursday, June 29, 2023: Fed's annual stress test results from two portfolio bank namesDirector of portfolio analysis, Jeff Marks, discusses two financials in the portfolio as well as other U.S. banks following the Fed's annual stress test. Also, Jeff talks about an entertainment stock after it was downgraded Thursday. Finally, he breaks down a price target hike on a retail Club holding.
Persons: Jeff Marks, Jeff
Monday, June 26, 2023: The Club breaks down new analyst calls on tech names in the portfolioDirector of Portfolio Analysis, Jeff Marks, discusses the market as we head into the last week of the second quarter. Jeff talks about a tech name in the portfolio after it was downgraded, another megacap stock that got an upgrade, and breaks down a price target hike on a cybersecurity Club holding. Finally, he explains what is happening in the health care sector.
Persons: Jeff Marks, Jeff
Thursday, June 15, 2023: The Club initiates a new position in this tools manufacturer stockDirector of Portfolio Analysis, Jeff Marks, breaks down the Federal Reserve's decision to not raise interest rates and other news from Wednesday's meeting. Jeff talks about why the Club bought a tool manufacturer name Wednesday. Finally, Jeff discusses a consumer staple stock in the portfolio after its price target was raised.
Persons: Jeff Marks, Jeff Organizations: Federal, Club
Housing costs would spike by 22% with the rate for 30-year, fixed rate mortgages rising above 8%. “While we don’t expect a debt default to occur, if it did, it would have unprecedented effects on the financial system,” said Jeff Tucker, a senior economist at Zillow. If there were to be a debt default, the biggest projected deficit would come in September, with an estimated 23% fewer existing home sales. Mortgage rates tend to follow yields on 10 year Treasury bonds and would likely rise, too. “It is a looming risk about a month away, so it isn’t yet wreaking havoc on 30-year mortgage rates.
Then I stumbled upon a video of him riding his bike to our local Y.M.C.A. I had two prior marriages that were not the best, so meeting Jeff was like meeting my soulmate. He decided he would sign up for the local Y.M.C.A., and he became a regular, riding his bike five days a week to his class. I got all the photos, but I had never thought about capturing his voice. down at the grocery store, and I asked her if, by any chance, they had any video of Jeff talking.
The Iowa Senate voted just before 5 a.m. to pass a bill that would roll back child labor laws. The bill, if passed by the House, would allow teens to work longer hours and serve alcohol. A state labor leader told Insider he thought the bill's early-morning passage was a "disgrace." The bill passed 32-17 before 5 a.m. local time on Tuesday with two Republicans — Sens. In addition to rolling back child labor laws, Republicans in the state have voted to restrict SNAP food benefits.
Expect Democrats to make abortion rights a dominant theme in 2024. The Democratic party chair there says it's "vital" that party members convey their position. Expect Democrats to make sure of that, especially after a recent Wisconsin election further demonstrated the power of abortion rights at the ballot box. Abortion rights advocates protest outside the White House in July 2022. Dems shift to talking openly about abortionThe Democratic Party has rapidly changed its views on abortion.
The fight on inflation is starting to work, analyst says
  + stars: | 2023-04-13 | 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 fight on inflation is starting to work, analyst saysJeff Taylor, founder and managing director at Digital Risk, discusses the latest U.S. inflation data and the impact of recent banking volatility on the housing sector.
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