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Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThis economy is not close to a recession, says Cerity Partners' Jim LebenthalJosh 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: Cerity, Jim Lebenthal Josh Brown, Kari Firestone, Jim Lebenthal, Sarat Sethi, CNBC's Organizations: Treasury, CPI
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 EmailInvestors can find universal exposure to defense stocks through this ETF, says Virtus' Joe TerranovaJosh Brown, Joe Terranova, Jenny Harrington, and Steve Weiss join 'Halftime Report' to discuss more value opportunities in bonds over equities, geopolitical risk increasing activity in energy and defense stocks, and a slow improvement in earning expectations.
Persons: Virtus, Joe Terranova Josh Brown, Joe Terranova, Jenny Harrington, Steve Weiss
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's halftime committee discuss geopolitical uncertainty in the marketJosh Brown, Joe Terranova, Jenny Harrington, and Steve Weiss join 'Halftime Report' to discuss more value opportunities in bonds over equities, geopolitical risk increasing activity in energy and defense stocks, and a slow improvement in earning expectations.
Persons: Josh Brown, Joe Terranova, Jenny Harrington, Steve Weiss
Watch CNBC's investment committee respond to the jobs report
  + stars: | 2023-10-06 | 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 respond to the jobs reportJosh Brown, Shannon Saccocia, and Joe Terranova join 'Halftime Report' to discuss investment committee price action in utilities and consumer staples, the jobs data revealing strong job growth and slower wage growth, and more.
Persons: Josh Brown, Shannon Saccocia, Joe Terranova Organizations: Watch
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailPrice action in the market is building a base for a Q4 rally, says Virtus Investment's Joe TerranovaJosh Brown, Shannon Saccocia, and Joe Terranova join 'Halftime Report' to discuss investment committee price action in utilities and consumer staples, the jobs data revealing strong job growth and slower wage growth, and more.
Persons: Virtus, Joe Terranova Josh Brown, Shannon Saccocia, Joe Terranova
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMajor indexes could hit new 2023 lows if jobs data comes in hot, says Ritholtz's Josh BrownJosh Brown, Kari Firestone, and Jim Lebenthal join CNBC's 'Halftime Report' to discuss the market's effort to price in jobs data, consumer demand for energy, and a potential General Motors recall due to explosive airbags.
Persons: Ritholtz's Josh Brown Josh Brown, Kari Firestone, Jim Lebenthal, CNBC's Organizations: Motors
Watch CNBC's investment committee discuss this week's jobs data
  + stars: | 2023-10-05 | 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 this week's jobs dataJosh Brown, Kari Firestone, and Jim Lebenthal join CNBC's 'Halftime Report' to discuss the market's effort to price in jobs data, consumer demand for energy, and a potential General Motors recall due to explosive airbags.
Persons: Josh Brown, Kari Firestone, Jim Lebenthal, CNBC's Organizations: Watch, Motors
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's investment committee discuss the pullback in equitiesJosh Brown, Stephanie Link, and Jim Lebenthal join 'Halftime Report' to discuss economic growth coming in better than expected, rising rates' downward pressure on equities, and alternatives to equities gaining momentum.
Persons: Josh Brown, Stephanie Link, Jim Lebenthal Organizations: Watch
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailPros remain bullish on Nike the week after earnings. Here's what the pros sayJim Lebenthal of Cerity Partners, Josh Brown of Ritholtz Wealth Management and Stephanie Link of Hightower Advisors discussed Nike after the company reported 1Q earnings last week and closed flat Tuesday.
Persons: Jim Lebenthal, Josh Brown, Stephanie Link, Hightower Organizations: Nike, Cerity Partners, Ritholtz Wealth Management, Hightower Advisors
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailInterest rates are rising because economic growth is better than expected, says Cerity's LebenthalJosh Brown, Stephanie Link, and Jim Lebenthal join 'Halftime Report' to discuss economic growth coming in better than expected, rising rates' downward pressure on equities, and alternatives to equities gaining momentum.
Persons: Cerity's Lebenthal Josh Brown, Stephanie Link, Jim Lebenthal
Utility stocks are getting pummeled to a historic degree as interest rates rise to their highest level in more than a decade, according to technical indicators. XLU 1M mountain Utilities stocks have fallen sharply in recent weeks as interest rates have climbed. "The interest rate regime, I certainly think that's what has caused this latest sell-off. Rising interest rates are a double whammy for utility stocks. "Based on our valuation regression model, which accounts for both interest rates and growth among other factors, utilities still screen ~9% overvalued ...
Persons: Jason Goepfert, SentimenTrader, Chris Verrone, I'm, Goepfert, It's, They're, Josh Brown, NextEra's, Brown, Ross Fowler, — CNBC's Michael Bloom Organizations: Federal, CNBC, Wealth, NextEra Partners, NextEra Energy, UBS
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailPRO Talks: Investors Jenny Harrington and Josh Brown on finding opportunities in this tough marketCNBC's Michael Santoli is at the 13th Delivering Alpha conference joined by Josh Brown of Ritholtz Wealth Management and Gilman Hill Asset Management's Jenny Harrington to break down the current unstable market conditions and what's buzzing at CNBC's premier annual event.
Persons: Jenny Harrington, Josh Brown, Michael Santoli Organizations: Alpha, Ritholtz Wealth Management
Artificial intelligence is a huge variable in the market heading into the end of the year, said Josh Brown, CEO of Ritholtz Wealth Management. "I think AI is the biggest risk to the market," he said in a PRO Talks interview with Mike Santoli on the sidelines of CNBC's Delivering Alpha conference. Nvidia seeing more double-ordering than anticipated is another example Brown pointed to. Brown noted the positive role the technology has played in improving market sentiment this year. "AI saved the stock market this year, at an index level," Brown said.
Persons: Josh Brown, Mike Santoli, Brown Organizations: Ritholtz Wealth Management, CNBC's, Alpha, Nvidia, Nasdaq, Microsoft, Wall
Stocks stage late-day comeback amid September slump
  + stars: | 2023-09-27 | 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 EmailStocks stage late-day comeback amid September slumpJosh Brown, CEO at Ritholtz Wealth Management, and Lauren Goodwin, New York Life Investments economist, join 'Closing Bell' to discuss the market's late-day rebound, rising oil prices, and more.
Persons: Josh Brown, Lauren Goodwin Organizations: Ritholtz Wealth Management, New York Life Investments Locations: New York
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 and Lauren GoodwinJosh Brown, CEO at Ritholtz Wealth Management, and Lauren Goodwin, New York Life Investments economist, join 'Closing Bell' to discuss the market's late-day rebound, rising oil prices, and more.
Persons: Ritholtz's Josh Brown, Lauren Goodwin Josh Brown, Lauren Goodwin Organizations: Ritholtz Wealth Management, New York Life Investments Locations: New York
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailAn Amazon split would be a net positive for the stock, says Hightower's Stephanie LinkJosh Brown, Stephanie Link, and Liz Young join 'Halftime Report' to discuss the FTC's antitrust case against Amazon, whether Amazon's stock could benefit from a government split, and rising bond market yields creating a pullback in stocks.
Persons: Stephanie Link Josh Brown, Stephanie Link, Liz Young Organizations: Amazon
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailEnergy is in a secular bull market, says Virtus Investment's Joe TerranovaShannon Saccocia, chief investment officer at NB Private Wealth, Josh Brown, CEO at Ritholtz Wealth Management, Joe Terranova, Virtus Investment Partners chief market strategist, Bill Baruch, Blue Line Capital founder, join 'Halftime Report' to discuss what's next for the stock market as 10-year Treasury yield hits its highest level in sixteen years, the opportunities in the current market, and more.
Persons: Virtus, Joe Terranova Shannon Saccocia, Josh Brown, Joe Terranova, Bill Baruch, what's Organizations: Email Energy, Ritholtz Wealth Management, Virtus Investment Partners, Blue Line Capital
Josh Brown sells Arista Networks
  + stars: | 2023-09-25 | 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 EmailJosh Brown sells Arista NetworksJosh Brown, CEO at Ritholtz Wealth Management, joins ‘Halftime Report’ to explain why he sold Arista Networks.
Persons: Josh Brown, Arista Networks Josh Brown Organizations: Arista Networks, Ritholtz Wealth Management
Legendary investor Jeremy Grantham warned that home prices are doomed to fall amid high mortgage rates. What the stock market loves"It loves low inflation. The crucial ingredient to a stock market bubble"The surge that took place in late 2020 finally had the characteristics that have been missing for 10 years. [NFTs], meme-stocks, QuantumScape is the biggest scale of any bubble in [stock market] history." That's the biggest bubble I think in history, including the South Sea bubble."
Persons: Jeremy Grantham, Tesla's Elon Musk, Elon Musk's salesmanship, Grantham, Josh Brown, Michael Batnick, I've Organizations: Service, Elon, Ritholtz, Stock Locations: Wall, Silicon, Beijing, Shanghai, Sydney, Adelaide, Canada, London, Toronto, Boston, Japan, Manhattan, Downtown Manhattan, Tokyo
Nasdaq on pace for worst week since August 4
  + stars: | 2023-09-21 | 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 EmailNasdaq on pace for worst week since August 4Glen Kacher, Josh Brown, Jenny Harrington, and Jim Lebenthal join 'Halftime Report' to discuss the tech trade struggling after the Fed decision, the dollar rally working against the equity market, and more.
Persons: Glen Kacher, Josh Brown, Jenny Harrington, Jim Lebenthal Organizations: Nasdaq
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailAI reshaping what was the dominant computing architecture, say Light Street Capital's Glen KacherGlen Kacher, Josh Brown, Jenny Harrington, and Jim Lebenthal , joins 'Halftime Report' to discuss the tech trade struggling after the Fed decision and dollar rally working against the equity market.
Persons: Glen Kacher, Josh Brown, Jenny Harrington, Jim Lebenthal
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailAmazon doesn't need the hype of AI for its stock to trade higher, says Ritholtz's Josh BrownJoshua Brown, CEO at Ritholtz Wealth Management, joins 'Halftime Report' to explain why he is adding more Amazon stock to his portfolio and more.
Persons: Ritholtz's Josh Brown Joshua Brown Organizations: Ritholtz Wealth Management
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 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
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