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Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC’s full interview with Trivariate's Adam Parker, NewEdge’s Cameron Dawson and BoA's Marci McGregorTrivariate's Adam Parker, NewEdge’s Cameron Dawson and BoA's Marci McGregor, join 'Closing Bell' to discuss the headwinds and tailwinds currently affecting the market.
Persons: Trivariate's Adam Parker, NewEdge’s Cameron Dawson, BoA's Marci McGregor Trivariate's Adam Parker, BoA's Marci McGregor
On Thursday's "Ask Halftime," traders answered questions from CNBC Pro subscribers about which stocks and exchange-traded funds to buy, hold or sell. Aureus Asset Management's Karen Firestone shared her thesis on why Lowe's and Home Depot could get a boost from earnings and increased consumer spending. Rob Sechan of NewEdge Wealth discussed why he sees Broadcom as a reasonably priced beneficiary of the artificial intelligence boom. Finally, Jim Lebenthal of Cerity Partners explained why holders of Cleveland-Cliffs should not have to wait long before they start seeing returns.
Persons: Karen Firestone, Rob Sechan, Jim Lebenthal Organizations: CNBC Pro, NewEdge, Broadcom, Cerity Partners Locations: Cleveland
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailReels, ads, and cost-cutting boost Meta stock to 17-month high. How the pros are playing itJim Cramer, Brad Erickson of RBC Capital Markets, Barton Crockett of Rosenblatt Securities, Ron Josey of Citi, Rob Sechan of NewEdge Wealth, Josh Brown of Ritholtz Wealth Management and Karen Firestone of Aureus Asset Management discussed Meta after the company beat 2Q earnings and revenue estimates, and the stock hit levels not seen since early 2022.
Persons: Jim Cramer, Brad Erickson, Barton Crockett, Ron Josey, Rob Sechan, Josh Brown, Karen Firestone Organizations: RBC Capital Markets, Rosenblatt Securities, Citi, Ritholtz Wealth Management, Aureus Asset Management
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailPricing in Fed expectations has not mattered for markets this year, NewEdge Wealth's Cameron DawsonCameron Dawson, CIO at NewEdge Wealth, joins 'Closing Bell' to discuss the Fed's adherence to data dependent monetary policy, the Fed's hesitancy to claim victory on inflation, and maintaining a long term investment strategy that is valuation disciplined.
Persons: NewEdge Wealth's Cameron Dawson Cameron Dawson Organizations: NewEdge
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailNewEdge's Ben Emons on what bonds signal for Big Tech ahead of earningsBen Emons, NewEdge Wealth, joins 'Fast Money' to talk big tech earnings and what signals the bond market is sending.
Persons: Ben Emons Organizations: Big Tech
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailEmons: Movement in energy and commodities are broadening out the rallyBen Emons, Principal and Senior Portfolio Manager at NewEdge Wealth, discusses the Nasdaq rebalance, the broadening rally, and the markets' day ahead.
Persons: Ben Emons Organizations: Nasdaq
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailNewEdge's Cameron Dawson warns of fading strength in banks after beats and raisesCameron Dawson, chief investment officer for NewEdge Wealth, and Malcolm Ethridge, CIC Wealth executive vice president, join 'Closing Bell' to discuss the summer rally losing steam, the outlook for the markets, and more.
Persons: NewEdge's Cameron Dawson, Cameron Dawson, Malcolm Ethridge
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with NewEdge's Cameron Dawson and CIC Wealth's Malcolm EthridgeCameron Dawson, chief investment officer for NewEdge Wealth, and Malcolm Ethridge, CIC Wealth executive vice president, join 'Closing Bell' to discuss the summer rally losing steam, the outlook for the markets, and more.
Persons: NewEdge's Cameron Dawson, Malcolm Ethridge Cameron Dawson, Malcolm Ethridge
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's market roundtable with the Halftime Investment CommitteeJim Lebenthal, Cerity Partners chief equity strategist, Liz Young, SoFi head of investment strategy, Joe Terranova, Virtus Investment partners, and Rob Sechan, NewEdge Wealth co-founder and CEO, join 'Halftime Report' to discuss the day's market action so far, the CPI report and what might be ahead for the Federal Reserve.
Persons: Jim Lebenthal, Liz Young, Joe Terranova, Rob Sechan Organizations: Watch, Cerity Partners, Virtus Investment, Federal Reserve
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailI don't think a Fed rate hike in July is 'absolutely guaranteed', says SoFi's Liz YoungJim Lebenthal, Cerity Partners chief equity strategist, Liz Young, SoFi head of investment strategy, Joe Terranova, Virtus Investment partners, and Rob Sechan, NewEdge Wealth co-founder and CEO, join 'Halftime Report' to discuss the day's market action so far, the CPI report and what might be ahead for the Federal Reserve.
Persons: SoFi's Liz Young Jim Lebenthal, Liz Young, Joe Terranova, Rob Sechan Organizations: Cerity Partners, Virtus Investment, Federal Reserve
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailNewEdge Wealth's Dawson: Optimism around A.I. is one of the things driving the market higherLiz Ann Sonders, Charles Schwab chief investment strategist and managing director, Cameron Dawson, NewEdge Wealth chief investment officer, and CNBC's Steve Liesman join ‘Closing Bell’ to discuss the recession risk from rising rates, the recent market rally, and more.
Persons: Wealth's Dawson, Liz Ann Sonders, Charles Schwab, Cameron Dawson, Steve Liesman, Bell Locations: A.I
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailHigher interest rates have not had the effect many investors expected, NewEdge's Ben Emons saysBen Emons, senior portfolio manager and head of fixed income at NewEdge Wealth LLC, discusses the outlook for interest rates and the U.S economy, saying elevated rates have not yet had the impact people expected, but will eventually take hold.
Persons: NewEdge's Ben Emons, Ben Emons Organizations: NewEdge Wealth Locations: U.S
On Thursday's "Ask Halftime," traders answered questions from CNBC Pro subscribers about which stocks and funds to buy, hold or sell. Stephanie Link of Hightower Advisors owns Charles Schwab . She shared why she likes the name and has continued to add to her position. Cerity Partners' Jim Lebenthal explained why Cheniere Energy is a buy as the stock is part of a huge growth industry in liquefied natural gas. Finally, Rob Sechan of NewEdge Wealth detailed why he owns Eli Lilly and what makes it a high-quality business.
Persons: Stephanie Link, Charles Schwab, Cerity, Jim Lebenthal, Rob Sechan, Eli Lilly Organizations: CNBC Pro, Hightower Advisors, Cerity Partners
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailCheap European tech ETF's could prompt rotation away from U.S. tech, says NewEdge's Ben EmonsBen Emons, NewEdge Wealth senior portfolio manager, joins 'Fast Money' to talk trading weakness in the Yen, the European tech market, and more.
Persons: NewEdge's Ben Emons Ben Emons Organizations: NewEdge Wealth
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailShort-duration bonds offer an 'interesting reinvestment opportunity', says NewEdge WealthBen Emons, head of fixed income for NewEdge Wealth discusses how investors should approach the fixed income markets before "the big turn".
Persons: Ben Emons Organizations: NewEdge Wealth
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailTech valuations disconnecting from interest rates, says NewEdge Wealth's Rob SechanJason Snipe, Rob Sechan, and Jim Lebenthal, joins 'Halftime Report' to discuss trimming positions of Nvidia and Palo Alto Networks, risk associated with AI investments, and how the market is factoring in Fed rate changes.
Persons: NewEdge, Rob Sechan Jason Snipe, Rob Sechan, Jim Lebenthal Organizations: Nvidia, Palo Alto Networks
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailEmons: The economy's surprising resilience is what's driving the stock market rallyBen Emons, Senior Portfolio Manager and Head of Fixed Income at NewEdge Wealth, discusses the outlook for stocks and bonds.
Persons: Ben Emons Organizations: NewEdge
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailTesla snaps 13-day record run. Here's what the pros are sayingBryn Talkington of Requisite Capital Management, Rob Sechan of NewEdge Wealth and Jim Lebenthal of Cerity Partners on what they think about Tesla as the stock's record streak of 13 days of gains comes to an end.
Persons: Tesla, Bryn Talkington, Rob Sechan, Jim Lebenthal Organizations: Management, Cerity Partners
On Thursday's "Ask Halftime," traders answered questions from CNBC Pro subscribers about which stocks to buy, hold or sell. Bryn Talkington of Requisite Capital Management detailed her strategy for trading Tesla options contracts. NewEdge Wealth's Rob Sechan talked about why he would not buy Broadcom at the current share price. Jim Lebenthal of Cerity Partners explained why now is the time to buy Boeing . He also discussed the key element to look for when holding the stock.
Persons: Bryn Talkington, NewEdge, Rob Sechan, Jim Lebenthal Organizations: CNBC Pro, Management, Broadcom, Cerity Partners, Boeing
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailFed was hawkish in rhetoric, but not in action, says DoubleLine CEO Jeffrey GundlachCameron Dawson, NewEdge Wealth CIO and Jeffrey Gundlach, DoubleLine CEO, join 'Closing Bell' with reaction to the Fed rate hike pause, Powell's statements and what it all means for the markets.
Persons: Jeffrey Gundlach Cameron Dawson, Jeffrey Gundlach Organizations: Fed, NewEdge
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC’s full interview with Jeffrey Gundlach and Cameron Dawson on Fed's latest rate decisionCameron Dawson, NewEdge Wealth CIO and Jeffrey Gundlach, Doubleline CEO, join 'Closing Bell' to react to the Fed rate pause and Powell's following statements and what it means for the markets.
Persons: Jeffrey Gundlach, Cameron Dawson Organizations: NewEdge
A new bull market has arrived on Wall Street after the S&P 500 rallied 20% from its October low. A resilient economy and solid corporate earnings could drive further gains in the stock market. According to Carson Group's chief market strategist Ryan Detrick, it wouldn't be out of the ordinary for stocks to continue their rally after cementing a new bull market. Finally, many investors are not positioned for a bull rally in stocks, and to get ready for a continued rally they'd have to unwind short positions and buy stocks, which could push prices even higher. It's those two factors that represent "dry tinder" for a potential melt up that could extend the current bull market rally, according to Emons.
Persons: , Carson, Ryan Detrick, Detrick, Ben Emons Organizations: Service, Federal, Wall
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailApple trades flat after analyst downgrade. Here's how to play the stockJim Cramer, Toni Sacconaghi of Bernstein, Josh Brown of Ritholtz Wealth Management, Brenda Vingiello of Sand Hill Global Advisors, Stephanie Link of Hightower Advisors, Rob Sechan of NewEdge Wealth and Tom Forte of D.A. Davidson & Co. on what they think about Apple after the stock was hit with a downgrade as they unveiled a new mixed-reality headset.
Persons: Jim Cramer, Toni Sacconaghi, Bernstein, Josh Brown, Brenda Vingiello, Stephanie Link, Rob Sechan, Tom Forte, D.A Organizations: Apple, Ritholtz Wealth Management, Global Advisors, Hightower Advisors, Davidson Locations: Sand
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWe've been most surprised with growth and technology stocks, says NewEdge's Cameron DawsonCameron Dawson, NewEdge Wealth CIO, joins 'Squawk Box' to discuss the latest market trends, the Fed's rate hike campaign, and more.
Persons: NewEdge's Cameron Dawson Cameron Dawson Organizations: NewEdge
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailLiquidity has been a tailwind for stocks this year, says NewEdge's Cameron DawsonCameron Dawson, NewEdge Wealth CIO, joins 'Closing Bell' to discuss the market rally, the Fed's next move and market outlook.
Persons: NewEdge's Cameron Dawson Cameron Dawson Organizations: NewEdge
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