0
0.0
May 21, 2024
05/24
by
FBC
tv
eye 0
favorite 0
quote 0
we have cameron dawson.ays lay out the pros and cons or the risk and reward so let's talk about that for a moment because you have a got a list of tailwinds and potential headwinds for the market. start with the tailwinds, what keeps it going? >> we have to appreciate the technicals are still pretty strong for the market. we look at things like momentum and britt. we're still in an uptrend, seasonality are good. all the things that suggest that the market could at least keep drifting higher. we have to appreciate the eps estimates for the 12 month forward keep going meyer. they're sported by things like gdp estimates remaining resilient. the last thing ha liquidity is still supportive. the fed is taper being qt we have potential liquidity support from treasury given what they're doing with the treasury general account. all this is tailwinds can keep the market drifting higher but that doesn't mean we should grow complacent. charles: do you sense, i am sensing, i sense some complacency, but by the same token
we have cameron dawson.ays lay out the pros and cons or the risk and reward so let's talk about that for a moment because you have a got a list of tailwinds and potential headwinds for the market. start with the tailwinds, what keeps it going? >> we have to appreciate the technicals are still pretty strong for the market. we look at things like momentum and britt. we're still in an uptrend, seasonality are good. all the things that suggest that the market could at least keep drifting...
0
0.0
May 3, 2024
05/24
by
CNBC
tv
eye 0
favorite 0
quote 0
cameron dawson. josh, stick around. we're going to talk berkshire hathaway ahead of the meeting this week which is now under way. in the meantime, we send it to kristina partsinevelos for a look at biggest stocks moving into the close. >> cloudflare is lower today after topping wall street expectations for the first quarter. the full year outlook left a lot to be desired. that's why bank of america reiterated the underperform rating for the stock with another analyst pointing to deceleration in the second half of this year. that's why the concern, shares are off by 17% at this moment. you also have cybercompany firm painting a similar picture, that would be fortnet. disappointed on its second quarter billings forecasts. investors reacting with shares down 10% right now. scott? >> we're just getting started. up next, berkshire hathaway's annual meeting is under way. we go there now. the stock nears a trillion dollars in market cap. josh brown owned that name for a while, has great insight on berkshire hathaway. and so do
cameron dawson. josh, stick around. we're going to talk berkshire hathaway ahead of the meeting this week which is now under way. in the meantime, we send it to kristina partsinevelos for a look at biggest stocks moving into the close. >> cloudflare is lower today after topping wall street expectations for the first quarter. the full year outlook left a lot to be desired. that's why bank of america reiterated the underperform rating for the stock with another analyst pointing to...
0
0.0
May 13, 2024
05/24
by
BLOOMBERG
tv
eye 0
favorite 0
quote 0
coming up we have cameron dawson of new age wealth and u.s. growth in the consumer very much and focus. terry haines of pangea policy, and john ryding on the fed outlook with ppi and cpi on deck. the s&p 500 looking to build on three weeks of gains as investors prepare for a busy week of data. cameron dawson of new age saying "this market continues to be all about growth. as long as gdp and earnings growth are not revised lower this market has been able to shake off a tighter fit until high rates, maybe until now." i would like to get your take on how important wednesday will be to understand whether we are in no landing, goldilocks, or the dreaded stagflation. cameron: i think retail sales will be the most in focus, meeting are we still in a world where this market is able to shake off bad news and consider it good news because the fed can bail you out. economic surprises have plunged over the last couple of weeks and are now in negative territory, the most negative they have been since 2022. in 2020 two we were cutting estimates for gdp rapi
coming up we have cameron dawson of new age wealth and u.s. growth in the consumer very much and focus. terry haines of pangea policy, and john ryding on the fed outlook with ppi and cpi on deck. the s&p 500 looking to build on three weeks of gains as investors prepare for a busy week of data. cameron dawson of new age saying "this market continues to be all about growth. as long as gdp and earnings growth are not revised lower this market has been able to shake off a tighter fit until...
0
0.0
May 15, 2024
05/24
by
CNBC
tv
eye 0
favorite 0
quote 0
cameron dawson with josh brown onset. we'll see where we close.e have new closing highs across the board. steven weiss? better late than never, thanks for joining us today. >> my pleasure. >> your final trade? >> bellski planned it, so i couldn't compete with him. meta still has some catching up to do. the stock was over $500 before they announced the earnings, it's got more than halfway there. i still think it goes. >> thank you for that. >> kerry firestone? >> i'm going to pick american tower. the cell tower business is strong. another positive and it's crossing its 50-day moving average. >> joe snmplt >> strong breakout in the home builders? lennar is at an all-time high. >> apple is the first time above $190 since february 7th. that's where that stock sits. it's helping the dow to a new closing high. we'll see how it plays out over the final hour when i see you at 3:00 eastern time. "the exchange" begins right now. ♪ ♪ >> thank you very much, scott. welcome to "the exchange." i'm kelly evans. here's what's ahead on what's shaping up to be a ba
cameron dawson with josh brown onset. we'll see where we close.e have new closing highs across the board. steven weiss? better late than never, thanks for joining us today. >> my pleasure. >> your final trade? >> bellski planned it, so i couldn't compete with him. meta still has some catching up to do. the stock was over $500 before they announced the earnings, it's got more than halfway there. i still think it goes. >> thank you for that. >> kerry firestone?...
0
0.0
May 3, 2024
05/24
by
CNBC
tv
eye 0
favorite 0
quote 0
cameron dawson, josh brown.ought more netflix for those experiencing jomo, joy of missing out. stock is back on its way. >> home depot, $18 billion in free cash flow. >> materials. >> good weekend, everybody. i'll see you on "closing bell." >>> welcome to "the exchange." i'm dominic chu in for kelly evans. here's what's ahead on the show. we have a weaker than expected jobs report last month, a more dovish than expected powell, so did that just change the whole rate cut timeline, and is it presenting new opportunities in this market? we'll talk about all of that. plus, there was one thing in apple's report that makes our analyst worry a bit. we'll tell you what it is and how to trade that stock from here, and then starbucks,
cameron dawson, josh brown.ought more netflix for those experiencing jomo, joy of missing out. stock is back on its way. >> home depot, $18 billion in free cash flow. >> materials. >> good weekend, everybody. i'll see you on "closing bell." >>> welcome to "the exchange." i'm dominic chu in for kelly evans. here's what's ahead on the show. we have a weaker than expected jobs report last month, a more dovish than expected powell, so did that just...
0
0.0
May 31, 2024
05/24
by
CNBC
tv
eye 0
favorite 0
quote 0
big question -- what now let's ask cameron dawson from new edge wealth here with me at post nine. nice to see you on this friday last trading day of the month. that is the big question -- what now? april was bad. we roared back in may. what do we do from here? >> i think we have to appreciate how much deterioration there has been under the surface in a lot of churn the market's been a bit like a duck, calm on the surface but a lot of commotion underneath. and what that's resulted in is deterioration in breadth only 40% of names are above the 50-day moving average. we've seen a waning of momentum. so the market's kind of losing steam. we think that translates to a bit more volatility. it's not the end of the world. it's not to say the rally is over but to say that we have some more churn to happen, that volatility is likely buyable as long as growth estimates hold in but that's what we -- what we will be watching for in june >> is the narrowness that you point to unhealthy, or is it just fine? >> it is disconcerting to see the amount of deterioration we did in some of the broadenin
big question -- what now let's ask cameron dawson from new edge wealth here with me at post nine. nice to see you on this friday last trading day of the month. that is the big question -- what now? april was bad. we roared back in may. what do we do from here? >> i think we have to appreciate how much deterioration there has been under the surface in a lot of churn the market's been a bit like a duck, calm on the surface but a lot of commotion underneath. and what that's resulted in is...
0
0.0
May 10, 2024
05/24
by
BLOOMBERG
tv
eye 0
favorite 0
quote 0
cameron dawson, john riding, and then lynn martin.024. looking forward to that conversation next week. dani, appreciate it. enjoy your weekend, for all of you at home. we should have bramo and the team, amh, hopefully the band is back together. this was "bloomberg surveillance." ♪ (jennifer) the reason why golo customers have such long term success is because we focus on real foods in the right balance so you get the results you want. when i tell people how easy it was for me to lose weight on golo, they don't believe me. they don't believe i can eat real food and lose this much weight. the release supplement makes losing weight easy. release sets you up for successful weight loss because it supports your blood sugar levels between meals so you aren't hungry or fatigued. after i started taking release, the weight just started falling off. since starting golo and taking release, i've gone from a size 12 to a 4. before golo, i was hungry all the time and constantly thinking about food. after taking release, that stopped. with release, i
cameron dawson, john riding, and then lynn martin.024. looking forward to that conversation next week. dani, appreciate it. enjoy your weekend, for all of you at home. we should have bramo and the team, amh, hopefully the band is back together. this was "bloomberg surveillance." ♪ (jennifer) the reason why golo customers have such long term success is because we focus on real foods in the right balance so you get the results you want. when i tell people how easy it was for me to...
0
0.0
May 31, 2024
05/24
by
BLOOMBERG
tv
eye 0
favorite 0
quote 0
cameron dawson of new age wealth. amh taking a little bit of a break. enjoy. had to show them. i've run this place for 20 years, but i still need to prove that i'm more than what you see on paper. today i'm the ceo of my own company. it's the way my mind works. i have a very mechanical brain. why are we not rethinking this? i am more... i'm more than who i am on paper. her uncle's unhappy. i'm sensing an underlying issue. it's t-mobile. it started when we tried to get him under a new plan. but they they unexpectedly unraveled their “price lock” guarantee. which has made him, a bit... unruly. you called yourself the “un-carrier”. you sing about “price lock” on those commercials. “the price lock, the price lock...” so, if you could change the price, change the name! it's not a lock, i know a lock. so how can we undo the damage? we could all unsubscribe and switch to xfinity. their connection is unreal. and we could all un-experience this whole session. okay, that's uncalled for. katie: pc providing some needed relief to the market. a lift in futures right now. t
cameron dawson of new age wealth. amh taking a little bit of a break. enjoy. had to show them. i've run this place for 20 years, but i still need to prove that i'm more than what you see on paper. today i'm the ceo of my own company. it's the way my mind works. i have a very mechanical brain. why are we not rethinking this? i am more... i'm more than who i am on paper. her uncle's unhappy. i'm sensing an underlying issue. it's t-mobile. it started when we tried to get him under a new plan. but...