Stephanie Link thinks Morgan Stanley will be "sorry" for downgrading BA. Steve Liesman made things a little interesting by asserting "the risk" to the economy is no longer the Fed doing less, but "the Fed doing exactly what it says or more. Ackman closed his short position in. Jim Lebenthal asserted about CLF, "This thing is not done beating the market for the years to come.
It's grown, " Judge scoffed. Steve Liesman said the fact that Tepper saying listen to the Fed and watch the Bank of Japan is regarded as an "incredible font of wisdom" (it's not, but we'll leave the punch line alone) is a "measure of the hallucinatory nature of a good part of, of traders in this market right now. Joseph Wapner, ‘People’s Court’ Judge, Dies at 97 (Report. " Co-anchor of Squawk Box and On the Money, Rebecca "Becky" Quick, is recognized for her honest discussions. Watch the full interview with Bill Ackman on the coronavirus threat to economy 'shut it down now'.
Call of the Year: Steve Weiss repeats, predicting 2022 a much different year than 2021. Judge asked Jim Lebenthal about GM being down 43% over the last year, although it seemed like Judge was actually asking about TSLA; Jim had to ask for clarification. Was judge wapner a judge. Since then, we've heard basically nothing. But using a new prompt, we've reverted ChatGPT to Developer Mode. That there's also the notion that the economy is fairly strong, which only keeps the Fed talking about higher and higher rates. Bill Baruch bought more DIS and ABBV.
Weiss said what's "pervasive" is the idea that the economy is "so resilient, " which Weiss says is "not positive, that's negative. We knew very little about this issue before Friday's Halftime. Andrew Ross Sorkin is a co-anchor of Squawk Box. The economy's being "crushed. Nothing about the 'legendary' Tim Cook or Satya Nadella. Yet it's noteworthy that Steve Weiss, as he's been doing for nearly 12 months, is still proclaiming American consumers (at least some of them, as he always tries to parse) are strapped. "Definitely running out of time, " Kari acknowledged. On Tuesday's (10/18) fairly humdrum Halftime Report, Jenny Harrington, who tends to be a chatterbox, said that within 2 years, we'll be calling this year "pretty healthy. Al noted the AFC playoff picture and said "the league is so wild and crazy. Use these three options hedging strategies to protect your portfolio from any threat that could come its way. Is judge wapner dead. It was every analogy under the sun for high-beta stocks on Wednesday's (2/15) edition of the Halftime Report. Kent Damon, father to actor Matt Damon, died of cancer on Dec. 23. Company buys back shares at higher price than they're at now. Judge said Jim's thoughts on the market, not surprisingly, are "buy it. "
Jim said there are some "individual" stocks he likes now (which is why he has his whole other show(s) to talk about them), but "the negativity's so great. Judge seemed to find Josh's analysis accurate, stating he wonders if "they blow it — by trying to fix something they can't fix. Judge said the show made a "big deal" about it when Brown bought NFLX, which was basically true. "I kinda do, " Judge admitted, asking, "Why aren't you? Terminology took center stage for a while on Tuesday's (2/21) Halftime Report. Joe says 'bad behavior' in the markets will 'incite' the Fed. Why is scott wapner called judge. Rob suggested Wall Street might be a little overeager on the rate front. Weiss thinks the market's in a "very narrow trading range.
Jim went on to explain how he wants "data dependency" from the Fed. "The markets are down 16% year to date and the Nasdaq's down double that, " Link added. Jason Snipe called gambling stocks a "very crowded space" but he likes MGM; he thinks the sector may slow down in the 2nd half. All of this over a 1-month range.
There is no there there. "I had had enough, " Joe said, explaining DIS has "significant operational challenges, " including cord cutting, "ad spending contracting" and challenged consumers. When Jim says the "whole year" is about "valuation matters, " he's really just saying it's been a risk-off year for everything in a tougher economic climate. Bruce Brown, director of the surfing documentary from 1966 "Endless Summer, " died of natural causes on Dec. Judge early on Halftime told Joe Terranova that "to some people, " the stock market has been "delusional" about "what really lies ahead" in the economy. And, I'll give you a second to finish laughing at that. Impressive visual flourish, slows in the middle, a good one to enjoy at a theater.
The Board Challenge website currently has a section listing "Recent Board Appointments"; those appointments were made in October 2020 and November 2020. Rather, those pages simply include a strangely limited selection of old video clips. Weiss said it would be "absolutely unprecedented" for the economy not to decline given what the Fed is doing. Meanwhile, Brian Belski said his shop believes we've been in a "big secular bull market for, um, since 2009, " and he thinks "the low is in place" for the current market. Steve Weiss said he invests in JOET because it gives him "great diversity" and "some juice" in his portfolio. And if Jeremy's right, "You're gonna see the impact, " Weiss said. "I'm bullish price because overall, I think the upside potential for where the market is in the long term relative to the downside potential far outweighs being invested in the market, " Joe insisted. To only be down 12%. Judge somehow still thinks someone out there might be counting on the Santa Claus Rally. On Friday, Weiss questioned referring to consumers as "resilient. Jim noted the "number of adjectives" that Weiss has used to explain away markets that aren't going his way.
But he reiterated that sentiment will have an impact on the market. That's a fact, " Judge said. After this, he launched a hedge fund named Cramer, Berkowitz & Co. What the drokk; are you mad?! Like Fast Money's Guy Adami, Shea attended Georgetown. Snipe conceded "the multiple is way extended. " Jenny Harrington, July 1, a better 2nd half: "I don't think we're going to have nearly as bad a 2nd half as we had a 1st half.... Moments later, Judge read a text from someone from a "big shop" who said regional bank importance may be more important than Mayo thinks because of the lack of regulator attention. But he thinks it's a name to own for 2023. Weiss once again stressed that while higher-end consumers are OK, the lower end is really struggling with inflation. Jason said TGT will put "the inventory story" in the past. Rob Sechan touted META for his Stock Summit picks, "our friends in low places trade. " Eventually (gulp), Judge asked about MSFT, which Judge said Joe has removed from the JOET even though it was one of Joe's Stock Summit (snicker) picks at the beginning of the year. This page did manage to secure a screen grab from earlier in the show, about the only moment of the hour in which the whale was visible.
Jenny said it's "completely cliche, " but people need to find a new "playbook" (Zzzzzzz). They haven't been replaced. Ed Yardeni, the star guest of Wednesday's (11/3) Halftime, was quoted by Judge in the intro as believing it's "hard to see" an S&P 500 record in the next couple years. "Everyone gives me grief because I haven't given you your hamburger yet. Jason said consumer banking is expensive, and pivoting away "makes a lot of sense. " Bryn Talkington explained her new trade of POCT which apparently provides "15% downside protection" as well as "20% upside. " Learn more about options trading, managing risk, and other trading tips from Market Rebellion. Joe said "the market in 2022 has unfortunately neglected to realize that time is the only solution to all of this. "Mr. President, the only answer is to shut down the country for the next 30 days and close the borders. Jenny admitted AAP has long been a "messy" story and that last April's analyst day included a comment about its systems being "21 years old. The Nasdaq Composite fell 4. Happy memories: As of now, today, Pete Najarian's Twitter profile still says "Star of @CNBC's Halftime Report. A Judge asked the CEO and Icahn to appear in Court together.
According to the Washington Post, Hale died of complications from chronic obstructive pulmonary disease. "I find it amusing for you to tell anyone to stop lecturing, " Jim says. They felt like, for the hell of it, they had to drop "a few 75s" (which will be rolled back in less than a year) and were offended that the market didn't seem that impressed. Judge on July 21 doesn't know if Katy Huberty is still at MS. (Evidently, she is. ) 1) Neither Carl nor Judge nor Steve knows whether we're in a recession, 2) Neither Carl nor Judge nor Steve can explain what is being accomplished by jacking rates up 75 points every couple months, and 3) Neither Carl nor Judge nor Steve can even identify the problem that these 75-bps hikes are supposed to address. "The consumer is running out of wallet, " said Farr, who acknowledged "they are still spending. Brown said it's "a very small position. " Judge said the BBBY situation is "still playing out" and it seems "not a lot of time" to expect a lot of consumer trading down. The 5 p. Fast Money on Tuesday (12/13) had a rare treat in the form of Savita Subramanian, who frankly hasn't been on Judge's show in ages (but still gets mentioned often). Nowadays, watching the Halftime Report is like gearing up for the 1978 American League playoffs — "Ah, Yankees-Royals again — and sure enough, Friday's (3/3) program featured Jim Lebenthal's market view vs. Steve Weiss' market view. Joe said the Fed "doesn't want the inflation reading to be bad, " but for an "overtly hawkish" Fed, "this figure needs to be bad, " because the market "has completely lost confidence that they have this under control.
This page, as always, is happy to lend our punch lines/scoops to CNBC on-air talent for free usage. Some advertisers may pay us for this ad to appear on our website or provide us with a referral fee. Judge on Wednesday's (1/4) Halftime Report brought up Neel Kashkari's 5.