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Search resuls for: "Ritholtz Wealth Management"


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☆ Watch CNBC's full interview with Ritholtz's Josh Brown on tech's hot streak
  + stars: | 2023-05-01 | 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 full interview with Ritholtz's Josh Brown on tech's hot streakJosh Brown, Ritholtz Wealth Management co-founder and CEO, joins 'Closing Bell' to discuss categorizing Apple as a luxury staple, the Fed's role in recent bank failures, and the Q2 earnings.
☆ Microsoft shares jump on strong results. Here's what analysts say is in store for the tech giant
  + stars: | 2023-04-26 | by ( Christina Falso | ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMicrosoft shares jump on strong results. Here's what analysts say is in store for the tech giantJim Cramer, Stephanie Link of Hightower Advisors, Paul Meeks of Independent Solutions Wealth Management, Brent Thill of Jefferies, Karen Firestone of Aureus Asset Management, Joe Terranova Virtus of Investment Partners and Josh Brown of Ritholtz Wealth Management on what they think about Microsoft's recent earnings.
☆ Ritholtz's Josh Brown says the defense sector is having a breakout moment
  + stars: | 2023-04-18 | by ( Hakyung Kim | Https | Www.Linkedin.Com In Hakyungkim | ) www.cnbc.com   time to read: +2 min
The new world order is pushing aerospace and defense stocks higher, for better or for worse, says Ritholtz Wealth Management CEO Josh Brown. Shares of defense contractor Lockheed Martin were up 2.7% to a record on Tuesday afternoon. He added that a "rejiggering" of the geopolitical landscape in other regions, such as East Asia, has also led to defense stocks having a breakout moment. "Outside of Boeing, everything else in this thing makes helicopters and missiles," Brown said, speaking about the ITA. ITA LMT 1Y mountain iTA ETF and Lockheed Martin shares are up Correction: Josh Brown is CEO of Ritholtz Wealth Management.
☆ JPMorgan posts record 1Q revenue. Here's what the experts have to say
  + stars: | 2023-04-14 | by ( Christina Falso | ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailJPMorgan posts record 1Q revenue. Here's what the experts have to sayJim Cramer, Josh Brown of Ritholtz Wealth Management, Stephanie Link of Hightower Advisors, Erika Najarian of UBS and Shelby McFaddin of Motley Fool Asset Management on what they think about JPMorgan.
☆ Premarket stocks: Inflation just reached an inflection point
  + stars: | 2023-04-13 | by ( Nicole Goodkind | ) edition.cnn.com   time to read: +5 min
According to some experts, inflation rates have reached an inflection point and painful interest rate hikes could soon ease. Some economists believe that this level — around 5% — is the point at which inflation is no longer considered an emergency issue. That means the Federal Reserve could feel less pressure to quickly stabilize prices through aggressive, economically painful interest rate hikes. “The Fed … will insist that their job is done when inflation hits 2%,” Ball told Before the Bell on Wednesday. The US Treasury, Federal Reserve and Federal Deposit Insurance Corporation all intervened to ensure bank customers could access all their money and to attempt to stave off future bank runs.
☆ Amazon announced new A.I. tools. This is what it could mean for the stock
  + stars: | 2023-04-13 | by ( Christina Falso | ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailAmazon announced new A.I. This is what it could mean for the stockJim Cramer, Youssef Squali of Truist Securities, Bryn Talkington of Requisite Capital Management and Josh Brown Ritholtz Wealth Management on what they think about Amazon.
☆ Chamath Palihapitiya was supposed to be the next Warren Buffett. Then interest rates spiked.
  + stars: | 2023-04-09 | by ( Matthew Fox | ) www.businessinsider.com   time to read: +4 min
Chamath Palihapitiya was dubbed the "next Warren Buffett" after a series of successful bets in 2019 and 2020. Palihapitiya even compared his returns to Buffett's Berkshire Hathaway in his annual letters. The dealmaking prowess of Palihapitiya sparked comparisons that his Social Capital investment vehicle was essentially a baby Berkshire Hathaway. Even Palihapitiya himself, who has called Buffett an inspiration, compared his investment returns to the early returns of Berkshire Hathaway in his annual shareholder letters. Palihapitiya addressed the destruction in value seen across technology companies in Social Capital's 2022 investment letter.
☆ Buy gold, sell this industrial stock: How these traders are preparing for a slowing economy
  + stars: | 2023-04-04 | by ( Sarah Min | ) www.cnbc.com   time to read: +2 min
Ritholtz Wealth Management CEO Josh Brown said that he bought gold mining stock Newmont to play the surge in gold prices as investors turned to bullion in the wake of the recent banking crisis. Brown called Newmont the "highest quality name" trading on the New York Stock Exchange. "You just get these moments where people lose confidence in fiat, in the banking system, et cetera, and for whatever reason, religion or otherwise, they reach for gold," Brown said Tuesday on CNBC's " Halftime Report ." NEM YTD mountain Newmont shares YTD Gold futures popped over the $2,000 threshold on Tuesday. DE YTD mountain Deere share YTD "There needs to be more planting regardless of what goes on in the economy, recession or not," Lebenthal said.
☆ Nvidia will be the 'grand marshal' of the A.I. bubble 'parade,' says Josh Brown
  + stars: | 2023-03-28 | by ( Michelle Fox | ) www.cnbc.com   time to read: +1 min
A scarcity of artificial intelligence plays is causing an AI bubble, with Nvidia leading the charge, said Ritholtz Wealth Management CEO Josh Brown on Tuesday. Shares of Nvidia are up nearly 80% so far this year as investors hop into the AI theme. "Nvidia is going to be the grand marshal of that parade, twirling the baton down Main Street," Brown said on CNBC's " Halftime Report ." It's merely stage one," Brown wrote in a February blog post . For those who want to be in AI, Nvidia is the biggest way to do it, Brown said.
☆ Watch CNBC's full market discussion with Charles Schwab's Liz Ann Sonders
  + stars: | 2023-03-22 | 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 full market discussion with Charles Schwab's Liz Ann SondersCharles Schwab's Liz Ann Sonders joins 'Closing Bell' to discuss what she expects for the markets after today's Fed announcement. With Ritholtz Wealth Management's Josh Brown.
☆ A pause would be too dramatic a change for the Fed, says Hightower's Stephanie Link
  + stars: | 2023-03-21 | 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 EmailA pause would be too dramatic a change for the Fed, says Hightower's Stephanie LinkPositioning ahead of tomorrow's Fed rate announcement — the consensus is the Fed will raise rates 25 bps. With CNBC's Melissa Lee and the 'Halftime Report' investment committee, Hightower Advisors' Stephanie Link, Ritholtz Wealth Management's Josh Brown and Cerity Partners' Jim Lebenthal.
☆ First Republic was a good bank, but sentiment has taken over, says Cerity's Jim Lebenthal
  + stars: | 2023-03-21 | 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 EmailFirst Republic was a good bank, but sentiment has taken over, says Cerity's Jim LebenthalCerity Partners' Jim Lebenthal sold his First Republic shares but held on to the S&P regional bank ETF, the KRE. With CNBC's Melissa Lee and the rest of the 'Halftime Report' investment committee, Hightower Advisors' Stephanie Link and Ritholtz Wealth Management's Josh Brown.
☆ Traders, buying the dip in Schwab, are finding value in the beaten-up financial sector
  + stars: | 2023-03-21 | by ( Samantha Subin | ) www.cnbc.com   time to read: +2 min
Some traders are using the recent pullback in financial stocks to scoop up shares of what they call quality names at bargain prices. That includes Charles Schwab , down 23% this month, as turmoil rocks the broader financial sector, especially hitting regional banks. She views the slump in Schwab shares, up 7% Tuesday but still trading at 14 times earnings, as an opportunity to add to her list of quality financial stocks. Traders like Cerity Partners' Jim Lebenthal recommend playing the banking sector through regionals, or the SPDR S & P Regional Banking ETF . KRE 1M mountain Regional bank ETF slumps 25% in March After a short time in First Republic , Lebenthal said he sold the San Francisco-based regional bank given stepped-up bearish sentiment, taking a 10% loss.
☆ Here's when taking out a 401(k) loan actually 'makes sense,' says advisor
  + stars: | 2023-03-16 | by ( Greg Iacurci | ) www.cnbc.com   time to read: +2 min
"I've always been very anti-401(k) loan," duQuesnay said. DuQuesnay, an investment advisor at Ritholtz Wealth Management and member of CNBC's Advisor Council, used a 401(k) loan as a short-term pot of cash for a down payment. watch nowBorrowing against retirement savings served as a bridge loan that duQuesnay plans to pay back after selling her old house. This may be a good strategy for those whose budget can absorb the monthly mortgage and 401(k) loan payments, she said. People should generally try to avoid borrowing from retirement savings if they can avoid it, though, duQuesnay cautioned.
☆ Josh Brown sees a 'breakout' ahead for one particular tech stock
  + stars: | 2023-03-09 | by ( Hakyung Kim | ) www.cnbc.com   time to read: +2 min
Ritholtz Wealth Management CEO Josh Brown said that he recently bought shares of computer software company Oracle ahead of its upcoming earnings report. Brown added that even if the stock falls after a disappointing earnings report, he will stick with it. However, Brown said that the stock has already shown strong revenue growth. Indeed, Oracle posted revenue growth in both of its latest quarters , he said. "This gives me a little bit more of the growth trade."
☆ Goldman Sachs' investor day led to more questions than answers
  + stars: | 2023-03-01 | by ( Dan Defrancesco | ) www.businessinsider.com   time to read: +6 min
David Solomon at Goldman Sachs' 2023 investor day. All eyes were on Goldman Sachs yesterday as the bank held its second-ever investor day. The biggest news of the day was Solomon, along with other key executives, acknowledging the bank was exploring "strategic alternatives" for its consumer business. Hinting at "strategic alternatives" was something people would want to hear more about. And click here to read more about Goldman exploring "strategic alternatives" for its consumer biz.
☆ BlackRock just sold its robo-advisor to the wealth firm Ritholtz Wealth Management
  + stars: | 2023-02-28 | by ( Rebecca Ungarino | ) www.businessinsider.com   time to read: +1 min
Ritholtz Wealth Management is acquiring FutureAdvisor from BlackRock, Ritholtz confirmed. FutureAdvisor notified retail clients on Monday that Ritholtz would acquire the company. Ritholtz Wealth Management is acquiring the robo-advisory product FutureAdvisor from asset management giant BlackRock, a spokesperson for Ritholtz confirmed on Tuesday. FutureAdvisor notified retail clients on Monday that Ritholtz would acquire the company, according to a copy of an email to clients that Insider viewed. A Ritholtz spokesperson said this is the firm's first acquisition, and that terms of the deal are not being disclosed.
☆ Top Morningstar strategist names a deeply discounted tech stock, in a sector poised for strong growth
  + stars: | 2023-02-27 | by ( Weizhen Tan | ) www.cnbc.com   time to read: +2 min
Dave Sekera, chief U.S. market strategist for Morningstar, is bullish on one corner of tech that he says is set to experience "some of the strongest long-term secular growth." That's cybersecurity, he told CNBC's "Squawk Box Asia" on Thursday. "Between geopolitical risks, ransomware and hacking, this is just one area that's going to have a lot of secular growth," Sekera said. Sekera names one stock that he says is trading at about a 25% discount to Morningstar's fair value estimates: CrowdStrike . Analysts have struck a bullish tone on cybersecurity of late, arguing that it's one sector that's resilient even in a slowdown.
☆ Why Josh Brown likes this high-beta cybersecurity stock
  + stars: | 2023-02-22 | by ( Michelle Fox | ) www.cnbc.com   time to read: +2 min
Cybersecurity stocks got a lift on Wednesday, but for Ritholtz Wealth Management CEO Josh Brown there's one name that stands out: CrowdStrike. Shares rallied about 4% during afternoon trading on Wednesday after competitor Palo Alto Networks blew past earnings expectations after the bell Tuesday. Goldman Sachs recently initiated coverage of the stock with a buy rating, along with Check Point , Fortinet and Palo Alto Networks. It's now three years ahead of the profitability goals it laid out in 2021, Palo Alto Network's CEO Nikesh Arora said. Morgan Stanley believes Palo Alto Networks will keep moving higher after its earnings results.
☆ Services and jobs are bright spots for this economy, says Hightower's Stephanie Link
  + stars: | 2023-02-21 | 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 EmailServices and jobs are bright spots for this economy, says Hightower's Stephanie LinkRitholtz Wealth Management's Josh Brown, Hightower Advisors' Stephanie Link, Virtus Investment Partners' Joe Terranova and SVB Private's Shannon Saccocia join the 'Halftime Report' to discuss 2023's early-year rally, fear manifesting itself in the options market and strength in the economy emboldening the Fed.
☆ The 'profitless Nasdaq junk' stocks leading the recent rally pose the biggest risk to investors, says Josh Brown
  + stars: | 2023-02-21 | by ( Samantha Subin | ) www.cnbc.com   time to read: +2 min
Tech stocks are outperforming in the new year, but some of the names leading the market right now pose some of the biggest risks for investors, according to Ritholtz Wealth Management CEO Josh Brown. The comments from Brown come amid Tuesday's sharp market selloff, with the Nasdaq Composite last trading down about 2.3% on the day as concerns mounted that a Federal Reserve pivot may not come as soon as expected. The dropdown in technology stocks during Tuesday trading, Brown added, is likely an example of "machines chasing machines." "What's going on is profits are being taken because volatility has come back," Brown said. Many investors bought a slew of tech stocks believing that they looked cheap after the recent pullback in shares.
☆ Watch CNBC's mid-day market discussion with Josh Brown, Stephanie Link, Joe Terranova, and Shannon Saccocia
  + stars: | 2023-02-21 | 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 mid-day market discussion with Josh Brown, Stephanie Link, Joe Terranova, and Shannon SaccociaJosh Brown of Ritholtz Wealth Management, Stephanie Link of Hightower Advisors, Joe Terranova of Virtus Investment Partners and Shannon Saccocia of SVB Private join the 'Halftime Report' to discuss 2023's early-year rally, fear manifesting itself in the options market and strength in the economy emboldening the Fed.
☆ Watch CNBC's full debate over fighting the Fed or the tape, with Ritholtz's Josh Brown, Gilman Hill's Jenny Harrington and Cerity's Jim Lebenthal
  + stars: | 2023-02-16 | 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 full debate over fighting the Fed or the tape, with Ritholtz's Josh Brown, Gilman Hill's Jenny Harrington and Cerity's Jim LebenthalDon't fight the Fed vs. Don't fight the tape. With CNBC's Scott Wapner and the 'Halftime Report' investment committee, Ritholtz Wealth Management's Josh Brown, Gilman Hill Asset Management's Jenny Harrington and Cerity Partners' Jim Lebenthal.
☆ The debate over fighting the Fed vs. fighting the tape
  + stars: | 2023-02-16 | 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 debate over fighting the Fed vs. fighting the tapeDon't fight the Fed vs. Don't fight the tape. With CNBC's Scott Wapner and the 'Halftime Report' investment committee, Ritholtz Wealth Management's Josh Brown, Gilman Hill Asset Management's Jenny Harrington and Cerity Partners' Jim Lebenthal.
☆ Halftime traders are buying these tech stocks, including one that just sank on earnings
  + stars: | 2023-02-16 | by ( Michelle Fox | ) www.cnbc.com   time to read: +2 min
There were some buying opportunities in tech on Thursday, according to two "Halftime Report" traders. Ritholtz Wealth Management CEO Josh Brown bought a small position in DocuSign Thursday morning, ahead of its anticipated earnings report in early March. People were calling it a stay-at-home stock," Brown said on " Halftime Report ." If the stock tanks on its earnings report, he expects it's an opportunity to increase his position. Brown had purchased shares last week , anticipating a rally into earnings and potential drop after the report.
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