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Sechan said tech is "expensive" and declared, "The era of being blindly overweight tech... is over. " It's what lies ahead" (snicker), Judge said. Lots of folks on CNBC enjoy voicing opinions about that subject.
On Tuesday's (10/11) Halftime Report, Jim Lebenthal got a little chippy when Judge reported on the performance of QCOM. He was also the older brother of actors Jonah Hill and Beanie Feldstein. "Should I call back in at 12:30 Jenny? " Weiss once again stressed that while higher-end consumers are OK, the lower end is really struggling with inflation. A day without anyone mentioning Brad Gerstner's open letter to META. On Thursday's (12/1) Halftime Report, Liz Young suggested there's a "chance" that this is "the most hotly debated recession in history. Howard Hughes Corp hires Centerview Partners to explore alternatives, including a sale: Sources. "I still don't know what a store of value means. Steve said we're "setting up for a more normal Fed. Weiss questioned why any semi stock should sell at 70, 55, 40 times. Weiss said the impact of the Fed's work on the economy is why stocks will be "much lower. Carl Icahn Just Ended What May Be His Most Hilarious, Sarcastic, Awesome Interview Ever. "What do these CEOs say to you over the phone? " Or how come the SIVB honchos didn't give Warren Buffett a call a week ago?
Joe said he's "terrified" to buy a company like RBLX right now, but that's the "reality" of what's working. Weiss said Liesman "does great work, " but "the market doesn't care about that. " Best known for playing Ron Howard's kid sister in the classic 1970s sitcom "Happy Days, " Moran died Apr. Judge replayed Carl Icahn's bearish comments from a day earlier; Jenny said "we need to really put parameters around comments like that. Jim asked Judge if Judge thinks Jim is exaggerating. Adam Parker on Overtime predicted a "pretty bad earnings season. Was judge wapner a judge. In the show's 15th minute, Kari Firestone stated, "This is the struggle between inflation and earnings. Bill said there's "a lot of resistance overhead" for the shares at 45, and those trades are in "really a tough spot. Log Out / Scott Wapner. Joe explained that he can't do anything about his personal and JOET positions in DVN until the end of April. Her voice is like a nail on a blackboard, and her phoney facial expressions (Crooked mouth) and the furrowed eyebrow and forehead are obviously practiced at home in front of a mirror. But now, the companies have different issues, and "Amazon still has way too many people that work there. "OK, according to you, " Judge said, pointing out Joe Terranova sold DIS 2 weeks ago.
Kari and Sarat both touted AMT; Sarat said "300's conservative. " Sarat Sethi questioned what's the "downside" of getting 5% for 6 months in bonds. And in another outstanding observation, Joe said crude only spent 7 days of the entire year above 120, not enough time to "impact" the earnings of energy companies. "I think they could, " Link said. Then again, "There is no sign of recession, " Jim Lebenthal insisted. As for Herbalife, Icahn says "it's the daughter of all short squeezes, " he said. Why is scott wapner called the judgement. Brian Belski asked Weiss of BAC, "Do you like it or not like it? But "we are seeing trade-down, " and so he's "relatively neutral" (that's really playing it down the middle) on retail names. Judge did another round of Grade My Trade in which viewers describe the cost basis of their stock holdings. "I think you can get yourself in trouble in the long term by fighting the tape too hard, " said Jenny Harrington. This writer has owned LUMN for a long time.
Della Reese, a jazz and pop singer who also starred on "Touched by an Angel, " died on Nov. She was 86. Josh Brown said rather than trying to predict whether the market's going up or down, "chop and flat" has been the "best bet" for the markets this year. Steve Liesman opened Monday's (11/29) Halftime Report saying John Williams was about to give a speech saying inflation is "far too high. Adam Parker, Jan. 14, rate shrug: Says anyone who thinks the Fed is raising 4-5 times this year and 4-5 times next year is "really out of their minds. "I think he just likes this thing. Weiss said MSFT took a stake in the London Stock Exchange in order to get the LSE's "cloud contract. Meanwhile, Brenda Vingiello suggested January was "overly hot" on the inflation front, but "at the end of the day, " the consumer is "incredibly strong, " though we're in for a "choppy period. "I think overall the market's not going anywhere, " Joe said. Meanwhile, Josh Brown predicted "tax-loss selling" in November and December. What he and Judge think about Disney's "strategy" how Judge yesterday said tech has "executed well" but the stocks have been horrible, "which means this is about valuation in terms of higher interest rates. Jason thinks you should "definitely" hold PYPL here (as the stock continues to get endless buy/hold recommendations from the Halftime Report). Judge joseph wapner bio. Wapner currently has a $6 million fortune. What he failed to say was that being negative was great in the 1st half; since mid-June, it's been an up and down traders market that is currently above the lows and not favoring any bears unless they've had perfect timing.
Evidently, Judge has an American Express card. 22 at the age of 56. Meanwhile, Judge grilled Jason Snipe on TWLO; Snipe conceded the disaster but said he's only got a "very small position. " Sarat Sethi said he hasn't seen "this amount of negativity... they all sound like Weiss. " Jim Lebenthal said if he had recommended TSLA 2 years ago, he wouldn't be able to look the investor "in the eye" and explain why he paid 60 times earnings for a car company. Click here to become a subscriber. But Joe said there's also a "likelihood" that Krinsky is wrong. Joe said SHEL isn't in the JOET in part because JOET is "U. S. listed" in "nature. " "I think the economic news just gets worse, " Josh said.
Josh Brown wondered about complaints from the Kardashians (snicker) and others that they want the old Instagram back. Brown also lamented why UBER can't get going. Kari Firestone said she doesn't need anything "heroic" from the PYPL report. Mike Santoli said we're "kind of right in the middle of this 1-month range in the S&P. And within the bond market, the 2-year is what you need to focus on. After a few jokes about his wife running his hedge fund, Wapner asked Icahn how he felt about being called "the most disruptive man in business. Joe Terranova leaned in and asked Jim, "Do we know if they support the change in management? " "3M is not relevant, " Jim asserted. Jim Lebenthal said the BA turnaround is "clearly intact. Judge said it's a "major change" for Jeremy not to be predicting a cut in the 2nd half of the year. You know what destroys countries and democracies? Jim even said that after hearing from Jamie Dimon, he'll "rethink" the holiday gifts he gets his wife.
"Take the human emotion out of it! " On Wednesday's (2/15) Halftime Report, Joe Terranova said "everyone" believes the DVN drop is "way overdone. Karen said Powell's response to one question about Fed actions causing a housing slowdown and rising unemployment — "he said yes, yes, yes" — was a sign that he's "admitting" that the Fed has to do this. Moments later, Phil LeBeau reported that TSLA may be forced to open up its "supercharger network. " Jim made a good joke about Weiss sitting next to Brian Belski. Jack Lambert, in our humble and admittedly biased opinion, might have been the greatest goal-line defender of all time. Before this, he had a respectable career in the financial industry. The stock market has bounced back sharply from its March lows as investors have grown more hopeful about an eventual reopening of the. Liz Ann Sonders said on Closing Bell, which wasn't nearly as strong of a program as what Judge put together earlier on Halftime, that "this is clearly an example of something breaking, " recalling the adage of the Fed tightening until something breaks.
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