@jlebenthal.bsky.social
Partner at @CerityPartners, @CNBC Halftime Report Trader.
Fabulous discussion of the markets on #HalftimeReport with Dominic Chu today!
open.spotify.com/show/2ERjaV3...
Another great episode of the FarrCast. Michael Farr is away and has lent me the keys to the car. So far, no dings or dents. It's in even better shape after this episode with the amazingly intelligent BrynTalkington and the ever-insightful Dan Mahaffee!
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Not too hot, not too cold. Scott Wapner and the Investment Committee debate what the latest jobs report means for the Fed’s next rate hike and for stocks.
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If you’d like more on “Time in the market vs timing the market” & the wisdom of taking a long-term bullish stance, pls enjoy the conversation that Jenny Harrington and I had last week
W/ immense thx to Michael Farr for loaning us his sandbox
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Stocks on pace to end the month with losses. The Investment Committee debate what September will hold for stocks following a choppy August.
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#80B here. #80B there. Pretty soon you’re talking about real money.
Micron's plans for potential #80B semiconductor factory near Lockhart unveiled in incentives applications www.bizjournals.com/austin/news/...
via #MyABJ Austin Business Journal
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Powell has made his remarks, and stocks take a tumble, Scott Wapner & the Investment Committee debate where stocks go from here. Plus, Tom Lee joins us to explain why he’s still bullish.
open.spotify.com/show/2ERjaV3...
This is worth reading. This is one half of the soft landing. The other half is inflation coming down. Which it is. You only need to look at the data.
People losing their jobs are rapidly landing interviews, multiple job offers and higher pay wsj.com/articles/the-s… via #Thewallstreetjournal
A lot of fun and market insight on today's show. If you missed it, here's your chance to catch the replay! #Halftimereport
open.spotify.com/show/2ERjaV3...
The handoff from residential construction to corporate capex, occurring in real time.
#supplychainonshoring
Wanted: 7,000 construction workers for Intel chip plants
t.co/JtQcUz3lPx
The Judge Scott Wapner is back!
And quite the lineup with which to greet him!
BrynTalkington, stephen weiss, Joe Terranova and me, all trying to give you the best market guidance there is. If you missed it, here's your chance to catch up.
open.spotify.com/show/2ERjaV3...
It is de rigeur that you listen to today's episode of #HalftimeReport if you missed it earlier. Stephen Weiss, Josh Brown, BrynTalkington and I mix it up, discussing the economy and markets.
Frank Holland keeps us all in line.
Plus a cameo by Steve Liesman!
open.spotify.com/show/2ERjaV3...
Excellent discussion today, with and among Jenny Harrington, Degas wright, Joe Terranova and Steve Liesman about the current state of the markets. Ably led by Frank Holland!
podcasts.apple.com/us/podcast/h...
#PARA beats revenues, earnings, and FCF. Paramount+ adds 4.9MM subs in 2Q. How many did #NFLX add again?? Yes, lost 3.9MM Russia subs Russia - a one-off. I'll say it again so it doesn't get lost: adds 4.9MM subs. Fastest growth in the industry.
13.02.2025 07:50 — 👍 0 🔁 0 💬 0 📌 0Premarket move is meaningless to me. For a long term investor these results absolutely validate the thesis. Anyone wants to sell at these prices with what’s going on at #PARA can be my guest.
13.02.2025 07:49 — 👍 0 🔁 0 💬 0 📌 0
These comments are from the CEO of #STLD and were released less than one hour ago. These are not the sort of comments you find in or on the cusp of a recession.
13.02.2025 07:43 — 👍 0 🔁 0 💬 0 📌 0
