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Feb 23, 2024
02/24
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it has not come from tesla so when someone says you must own the mega caps at market cap weight, where we are today -- >> or more >> or more understand one thing, the mega caps in totality haven't done the heavy lifting for you. use the chiefs analogy the chiefs win the super bowl, patrick mahomes was the reason the chiefs won the super bowl in overtime nvidia is the patrick mahomes. if you take patrick mahomes off the field, the chiefs aren't winning the super bowl >> i don't agree with that >> let me finish nvidia is the entire story of where the performance has been, and that's why i say you have concentration risk within the concentration itself >> it's been the story of the dramatic outperformance. it is not the whole story of the performance. you look at the s&p's outperformance last year, we're still only in february if you look at the s&p's outperformance last year, it was because of all of the mega caps. >> you're picking a period of time what about 2022? >> all the mega caps were down did we have a bad 2022 >> we're saying 2023 works for your narrative let's pull the lens bac
it has not come from tesla so when someone says you must own the mega caps at market cap weight, where we are today -- >> or more >> or more understand one thing, the mega caps in totality haven't done the heavy lifting for you. use the chiefs analogy the chiefs win the super bowl, patrick mahomes was the reason the chiefs won the super bowl in overtime nvidia is the patrick mahomes. if you take patrick mahomes off the field, the chiefs aren't winning the super bowl >> i don't...
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Feb 23, 2024
02/24
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although the new cap, around £1600 per year, although the new cap, around £1600 peryear, is although0 per year, is down significantly versus the house we saw a tatts in 2022 and 2023, that is when the energy price guarantee was introduced, which effectively price the price cap at £2500, so it is a meaningful decrease on household spending versus the past couple of years, but it is still not quite at the levels that we can define a spree energy crisis levels, so between 2019 when the cap was first introduced in 2021—22 where we started to see wholesale energy prices rise that reflected on more expensive bills. the new cap is about 30% higher than those precrisis levels. [30 about 30% higher than those precrisis levels.— about 3096 higher than those precrisis levels. do you think we will see more _ precrisis levels. do you think we will see more reductions - precrisis levels. do you think we will see more reductions and - precrisis levels. do you think we | will see more reductions and the cost of energy for wholesalers? yes. cost of energy for wholesalers? yes, es. that cost of energy
although the new cap, around £1600 per year, although the new cap, around £1600 peryear, is although0 per year, is down significantly versus the house we saw a tatts in 2022 and 2023, that is when the energy price guarantee was introduced, which effectively price the price cap at £2500, so it is a meaningful decrease on household spending versus the past couple of years, but it is still not quite at the levels that we can define a spree energy crisis levels, so between 2019 when the cap was...
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Feb 12, 2024
02/24
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here is the small cap names. last week small-cap growth outperformed all growth. value outperformed all value, right? but of course year-to-date it is an entirely different story. in fact small cap value still getting hammered. that is down three. contrast that with large cap growth up 9% a major, major difference but maybe now is the time to start looking at these small caps. i want to bring in kaltbaum capital management, fox news contributor, gary kaltbaum. gary before we start talking about the small cap names i have to talk about the sizzling names you over the last month shared with audience, nvidia, broadcom, microsoft, have you taken any profits on any of these? >> we sold down a little but we still have a chunk in all. look, my biggest worry, i think we're up 40 plus in nvidia, meta, six weeks, 35, that is too far too fast. hey, every day they emseem to hold them up even higher and we'll ride them out as far as they want to go. i'm a big believer in time and price, man, oh, man, they have a chunk in short order. just tells you this a.i. thing, and believe
here is the small cap names. last week small-cap growth outperformed all growth. value outperformed all value, right? but of course year-to-date it is an entirely different story. in fact small cap value still getting hammered. that is down three. contrast that with large cap growth up 9% a major, major difference but maybe now is the time to start looking at these small caps. i want to bring in kaltbaum capital management, fox news contributor, gary kaltbaum. gary before we start talking about...
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for a catch up bottle cap. this is the new world of packaging, where companies are reinventing their very 1st impression on customers. they're looking more closely at materials and facing new pressure to have those materials recycled often with the pay off spending millions and millions and millions and millions with, you know, you guarantee that they're gonna have a payback on that is very difficult at all while ensuring that their new packaging works as well as the old one coming up, the difficult decisions behind sustainable packaging. on transforming business. there are 2 so called mega trends. the analysts say, are dominating the packaging industry right now. one is sustainability. the other is e commerce. pictures like these are upsetting plastic trash in the ocean on land. in some cases, plastics exported from wealthier countries to pour. once plastic isn't just ugly, it's a climate problem primarily due to its fossil fuel based production. and it's packaging this. the single largest source of plastic de
for a catch up bottle cap. this is the new world of packaging, where companies are reinventing their very 1st impression on customers. they're looking more closely at materials and facing new pressure to have those materials recycled often with the pay off spending millions and millions and millions and millions with, you know, you guarantee that they're gonna have a payback on that is very difficult at all while ensuring that their new packaging works as well as the old one coming up, the...
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Feb 5, 2024
02/24
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i don't even want to talk about small caps. small caps, it's absolutely a bismol -- >> yeah, getting run over today, big time. >> what is the message in that? >> yeah, down substantially. you know, amy, the mega cap year to date performance is already off the chart. >> yep. >> growth versus value is not even close at this point. >> yeah. >> growth year to date is up 6.5%, and s&p value is up 1%. is this how it will be? here we go again. >> it's not broadening, and this is a story-driven market, and it's an ai-story driven market, and we heard caterpillar was starting to talk about it, you know it's a story-driven market, and it can't be -- >> i thought the soft landings were part of the story, and therefore you will get the broadening. where is that? >> i think it's an ai-driven market, and the soft landing is still part of it and the economic data is coming in better than expected, and people are starting to worry now that we are not going to get the rate cuts. last year at this time we were talking about higher for longer rat
i don't even want to talk about small caps. small caps, it's absolutely a bismol -- >> yeah, getting run over today, big time. >> what is the message in that? >> yeah, down substantially. you know, amy, the mega cap year to date performance is already off the chart. >> yep. >> growth versus value is not even close at this point. >> yeah. >> growth year to date is up 6.5%, and s&p value is up 1%. is this how it will be? here we go again. >>...
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Feb 23, 2024
02/24
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i would not buy all small caps. i would be selected within small caps. we like small caps to generate a lot of free cash flow and have good balance sheets. which just means if yields go back up, if the fed isn't friendly, those names can still do rather well, even keep pace with large caps because they don't have the balance sheet wrists that chunkier small caps have. >> where are we on commercial real estate? i'm trying to think of all the things that have bubbled up into the narrative from time to time. not so much now, but commercial real estate was gonna blow up. that it's gonna impact more regional banks. before we speak about the rest of, you can't really avoid that. they are large if not the largest part of the rest of. it is -- you thought bond auction this week with kind of sloppy. kaplan, i mentioned him, the former dallas fed prayers only talked about that. are those on the backburner for the foreseeable future? >> i don't think we can ignore the bond option simply because that can provide a lift in yields. that is actually very related to com
i would not buy all small caps. i would be selected within small caps. we like small caps to generate a lot of free cash flow and have good balance sheets. which just means if yields go back up, if the fed isn't friendly, those names can still do rather well, even keep pace with large caps because they don't have the balance sheet wrists that chunkier small caps have. >> where are we on commercial real estate? i'm trying to think of all the things that have bubbled up into the narrative...
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Feb 26, 2024
02/24
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the company also racing into a $1 trillion market cap. joining us for more is sally bakewell and it sounds like they have a lot of cash but not a lot to potentially buy here. sally: this has been a perennial problem on an offer years. they are steadily building up this cash pile that hit another record at 106 he $7.6 billion after just topping a record last quarter. he does not have enough of the kind of neil moving deals that really helped his reputation as the sort of great investor. katie: when it comes to the appetite to do deals, we thick about warren buffett's trajectory, he'll be retiring probably sooner rather than later. do you think there is any pressure here on his part to get in one last big deal? sally: yes. he is 93, his investing right-hand man passed away in november. i'm sure warren buffett is under a lot of pressure to try and put some of this cash to work. that pressure is coming from private equity firms that are able to -- they want to pick out over the existing companies that they are looking at -- not particularly m
the company also racing into a $1 trillion market cap. joining us for more is sally bakewell and it sounds like they have a lot of cash but not a lot to potentially buy here. sally: this has been a perennial problem on an offer years. they are steadily building up this cash pile that hit another record at 106 he $7.6 billion after just topping a record last quarter. he does not have enough of the kind of neil moving deals that really helped his reputation as the sort of great investor. katie:...
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Feb 2, 2024
02/24
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let's dig in on that meta market cap.e take a look at it, it's still going to be more than $200 billion the market cap of $1.23 trillion on the day, adding more than $200 billion that's the biggest single stock market move by market cap, i should say ever, surpassing both apple and amazon the previous big moves on good quarters. so investors cheering the results but the $50 billion buyback that they announced wanting in last year's year of efficiency really paying off this year. while apple, there was that slump and the premarket had been down 3% then one positive thing is after four quarters of thing growth for sales, we're showing just a little bit of growth there. sonali: abigail, thank you. we're going to talk more about the tech industry. we're going to bring in dan chung. i love talking to you about the tech industry. usually, you stand against the grain but when you are looking about what is going toward the grain here, meta with that more than 20% move today alone. is that as good as it's going to get this year or
let's dig in on that meta market cap.e take a look at it, it's still going to be more than $200 billion the market cap of $1.23 trillion on the day, adding more than $200 billion that's the biggest single stock market move by market cap, i should say ever, surpassing both apple and amazon the previous big moves on good quarters. so investors cheering the results but the $50 billion buyback that they announced wanting in last year's year of efficiency really paying off this year. while apple,...
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Feb 7, 2024
02/24
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small caps had some trouble. market just migrated toward quality and this is what it is the top-heavy market is for quality. if you're complaining about it, it's saying what's wrong with this market? people only want to buy the best companies with the clearest earnings growth. there's something perverse about that that being said, everything gets overdone eventually. >> i'm not sure if you were listening at that moment, but marko kolanovic, new note, says this is all worse than the dotcom era how do you respond to that >> you have to tell me what you're measuring is it just growth over value large cap versus small cap it's certainly not absolute valuation. showed that yesterday. it's definitely not the general frothiness of the market 1999, i keep pointing out, you had almost 500 ipos. the average first day pop was 90%. we can't find an ipo here and the ones we get don't do well. you can talk to me about why the market is valued for subpar returns going ahead, the market has overplayed its hand in some of the big
small caps had some trouble. market just migrated toward quality and this is what it is the top-heavy market is for quality. if you're complaining about it, it's saying what's wrong with this market? people only want to buy the best companies with the clearest earnings growth. there's something perverse about that that being said, everything gets overdone eventually. >> i'm not sure if you were listening at that moment, but marko kolanovic, new note, says this is all worse than the dotcom...
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Feb 9, 2024
02/24
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in 61% of small cap stocks of 280 moving averages. that's very healthy. -- sure, they've been trailing large caps, but most stocks are an up trend that's a positive thing. would it be stronger or even more? absolutely. -- the last couple of days has been a part of that. if we look at how small caps do around rate cuts, they usually aren't performing going into the cuts, and then a performing once the fed starts to cut. this is something that's positive for small caps once the fed gets going. in recent think -- could get a continuation of a bull market from fed cuts. it all can work together. >> and, we'll talk to you later, ed clissold, enjoy the weekend. up next, bitcoin hitting its highest level in nearly a month. we'll tell you what's behind it, and how it's impacting the rest of the crypto space just after the break. closing bell will be right back. [♪♪] your skin is ever-changing, take care of it with gold bond's healing formulations of 7 moisturizers and 3 vitamins. for all your skins, gold bond. municipal bonds don't usually ge
in 61% of small cap stocks of 280 moving averages. that's very healthy. -- sure, they've been trailing large caps, but most stocks are an up trend that's a positive thing. would it be stronger or even more? absolutely. -- the last couple of days has been a part of that. if we look at how small caps do around rate cuts, they usually aren't performing going into the cuts, and then a performing once the fed starts to cut. this is something that's positive for small caps once the fed gets going. in...
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Feb 26, 2024
02/24
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anybody here in small caps right now?ell you, small caps, i think, are the ultimate growth kind of conduit, if you feel it's happening and you feel -- clearly they have underperformed. we've wrestled when the turning points are coming. underperformed year to date. >> yeah. >> so, my west rock is as close as i can get to a small cap name in my portfolio, but i like what julie is doing. she's sifting through all the rest of them for profitability companies, because 40% of the iwm is unprofitable. so, they've lagged so far behind, what she is going to make a lot of money on is when we start cutting rates, this whole group should outperform. >> she's crawling through the wreckage. dave edmonds. >> nice. >> who was in "rock pile" with nick lowe. >> sorry, mel. >> who cares? >> nick edmonds cares. nick lowe cares. >> up next, final trades. that's how much i care. rude. who are you? i'm an investor in a fund that helps advance innovative sports tech like this smart fitness mirror. i'm also mr. leg day...1989! anyone can become a
anybody here in small caps right now?ell you, small caps, i think, are the ultimate growth kind of conduit, if you feel it's happening and you feel -- clearly they have underperformed. we've wrestled when the turning points are coming. underperformed year to date. >> yeah. >> so, my west rock is as close as i can get to a small cap name in my portfolio, but i like what julie is doing. she's sifting through all the rest of them for profitability companies, because 40% of the iwm is...
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Feb 1, 2024
02/24
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that is mega cap tech money.llars, more than the ventral capital world, it's really seen safer maybe tiger bank or global, investing billions of dollars into these a i darlings like openai. anthropic but also some of the smaller ones. fetching billion dollar valuations easily. they are unlikely to go public as well because money is flush for them. >> that's it. deirdre bosa, a shoe in for shein. deirdre, thank you. i tried. coming up, big oil, bleach and boots. we have the action, the story in the trade on the names not in technology set to release their numbers. stick around. ♪ ♪ every day, businesses everywhere are asking: is it possible? with comcast business... it is. is it possible to help keep our online platform safe from cyberthreats? absolutely. can we provide health care virtually anywhere? we can help with that. is it possible to use predictive monitoring to address operations issues? we can help with that, too. with the advanced connectivity and intelligence of global secure networking from comcast bu
that is mega cap tech money.llars, more than the ventral capital world, it's really seen safer maybe tiger bank or global, investing billions of dollars into these a i darlings like openai. anthropic but also some of the smaller ones. fetching billion dollar valuations easily. they are unlikely to go public as well because money is flush for them. >> that's it. deirdre bosa, a shoe in for shein. deirdre, thank you. i tried. coming up, big oil, bleach and boots. we have the action, the...
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Feb 23, 2024
02/24
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that may include small caps. >> mark, i'll ask a lot of people who come on and say small caps we ask why i'm looking at small caps and they they are behind the s&p. what is the case for you they never seem to want to catch up >> it has been a tremendous divergence that persisted for a long time. what you are seeing is a reflection of the expectations about the federal reserve being put off. we do see the fed cutting. we see them cutting 75 basis points this year probably starting in june this is after reflecting on some of the stronger data that has come through that's what is holding the small caps back. people are afraid of the small companies. if that pressure comes off, they are well positioned to close that gap there is a gap it's about 30% to the s&p 500. >> mark, new s&p price target. dpr great to see you thanks >>> let's get a check on the top corporate stories with silvana henao. silvana. >> frank, good morning one of wall street's highly anticipated ipos is finally here reddit filing for a public debut on the new york stock exchange some time in march under the ticker of rd
that may include small caps. >> mark, i'll ask a lot of people who come on and say small caps we ask why i'm looking at small caps and they they are behind the s&p. what is the case for you they never seem to want to catch up >> it has been a tremendous divergence that persisted for a long time. what you are seeing is a reflection of the expectations about the federal reserve being put off. we do see the fed cutting. we see them cutting 75 basis points this year probably...
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Feb 26, 2024
02/24
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>> the cap despite concerns that it never would. whether it was helping with the price discovery when it came to russian oil. western countries no longer purchasing western oil. because we thought by doing that, russia would sell oil to some players and increase the revenues. the biggest issues is india who is buying oil. but with the price cap they are buying it far more cheaply than russia would like to sell it. the incentives are in line to buy russian oil as cheaply as possible. russia doesn't want to do that and only ones not doing well and what russia is doing and you tr trying to buy in india and hard to use the banking sector there and india's banks' resistance from our standpoint one of the most important things we can do is create incentives that make it hard for russia to be able to earn revenues or access to the goods they need but get other countries to be in alignment with us and think about refined products. when i meet with finance ministers they complain just as much. i had inflation due to russia's invasion of ukra
>> the cap despite concerns that it never would. whether it was helping with the price discovery when it came to russian oil. western countries no longer purchasing western oil. because we thought by doing that, russia would sell oil to some players and increase the revenues. the biggest issues is india who is buying oil. but with the price cap they are buying it far more cheaply than russia would like to sell it. the incentives are in line to buy russian oil as cheaply as possible....
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Feb 27, 2024
02/24
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it we are seeing it in large- cap. i think the next level could be small caps. 2000 is trading at a 17% discount to the russell 1000. i think it is going to be the earnings of the catalyst. >> the nasdaq, the s&p, and the russell, are all identical. 3.3 quarters percent. perhaps we are just getting started in that. it also has them believing that a strategic that was here yesterday, suggest that we are midcycle. we are not as late cycle as we once thought we might be. >> i love chris. i disagree with that. i think they have a preference for large-cap grid i think we are going to revert recession. i think we are looking at large- cap. personally for what i think they just said. we are going to want to dividends. if the fed finally does start cutting rates, they are not going to get that yield anymore out of the treasuries or money markets. they are going to want capital appreciation. those are large-cap stocks. that is still more late cycle behavior. the risk of that i think we really run this year, is that we are close
it we are seeing it in large- cap. i think the next level could be small caps. 2000 is trading at a 17% discount to the russell 1000. i think it is going to be the earnings of the catalyst. >> the nasdaq, the s&p, and the russell, are all identical. 3.3 quarters percent. perhaps we are just getting started in that. it also has them believing that a strategic that was here yesterday, suggest that we are midcycle. we are not as late cycle as we once thought we might be. >> i love...
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Feb 12, 2024
02/24
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we flooded into the areas of 2023, like the mega caps that performed well. there's only so much that can accept that capital, and -- >> i totally agree. >> that capital is on auto pilot and it's not doing financial analysis work and it's just seeking a home, and that's why it's looking at value, and equal weighted strategies unchanged on the year and small caps. if that momentum is still there, then, yes -- >> joe, i completely agree with your point and i think it's cooperated with what we call the mag 7 or the market overall. as much as we are talking about nvidia, and we should, we are not talking about apple. apple is almost down 3% year to date. there's a limit to flows. there's a limit to capital flows. there's only so much capital that can enter the market on any given day, and this year it's going to nvidia, and you are seeing an easing off on microsoft and apple as that money flows into other areas of the markets. what i have been saying the last couple of weeks, folks, it evolves, and it's not a snap of the finger where all the money goes from the m
we flooded into the areas of 2023, like the mega caps that performed well. there's only so much that can accept that capital, and -- >> i totally agree. >> that capital is on auto pilot and it's not doing financial analysis work and it's just seeking a home, and that's why it's looking at value, and equal weighted strategies unchanged on the year and small caps. if that momentum is still there, then, yes -- >> joe, i completely agree with your point and i think it's cooperated...
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Feb 2, 2024
02/24
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caps >> and what point you get concerned about the mega caps, which you've suggested from the outset are the place to be? you've obviously been 1000 percent correct, but at what point did you say okay, well, maybe this is a little much. >> well, it's gonna be addressed mccaul, because if someone asked me do you want to own these for five years? because they have structural votes? absolutely, so, i think how much of that five years gets price in this year, i just don't know. it's possible that the fangs could have a great year in 2024, and, then you know, consolidate for two years. that happened with amazon, right? it consolidated for a few years, now it started to break out. i think investors just need to buy those and really hold on to them. but i think there's still a lot of areas that haven't participated that could really start to outperform. >> like what? give me something. >> well, for, instance i think when the fed starts cutting, you know, investors are gonna change their calculus around financials and real estate, because one of the biggest risks for commercial real estate i
caps >> and what point you get concerned about the mega caps, which you've suggested from the outset are the place to be? you've obviously been 1000 percent correct, but at what point did you say okay, well, maybe this is a little much. >> well, it's gonna be addressed mccaul, because if someone asked me do you want to own these for five years? because they have structural votes? absolutely, so, i think how much of that five years gets price in this year, i just don't know. it's...
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Feb 6, 2024
02/24
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taking nothing away from mega cap tech, i see there is quality outside of mega cap tech at much lower valuations. >> i think the reason we narrowed last week is the earnings really were phenomenal. >> i take nothing away from it. >> across the board. >> you're talking to someone who just sold two of the names. >> complete agreement, where you were with the fed, i'm sick and tired of talking about the fed. aren't we all sick and tirmd of talking about the fed? i think that talk is getting long in the tooth. >> my problem is you can't be sick of the fed because you need the fed to cut -- >> i don't. >> you do, because your positioning works. you were right on direction. >> i heard you yesterday. >> wrong on positioning. >> i heard you yesterday and it was beautiful what you said. i know you were talking to me, not out of conceit. you can be directionally right and tactically wrong. at this know you were talking about it. you don't need the fed to cut. had is kashkari. think about the stocks i just listed, winn, gm, citigroup. with the fed funds rate at 5.25 to 5.5%, there is no indicati
taking nothing away from mega cap tech, i see there is quality outside of mega cap tech at much lower valuations. >> i think the reason we narrowed last week is the earnings really were phenomenal. >> i take nothing away from it. >> across the board. >> you're talking to someone who just sold two of the names. >> complete agreement, where you were with the fed, i'm sick and tired of talking about the fed. aren't we all sick and tirmd of talking about the fed? i...
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Feb 15, 2024
02/24
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small- cap. the medium company can have multiple expansion and i have not heard of a second half of february slowdown. those are people i know and respect well. today, i am looking at it differently and remain constructive, i think rick's comments, i shared them, positive, good earnings trajectory, i think earnings will be up this year and next year versus this year, gross margins can expand and the fed will be accommodating. >> just to be clear, the second half of february thing is a seasonal stock performance pattern showing up over the years. not anymore fundamentally based than last year on july 31st saying, august and september, they are the weakest months of the year and we went down 10%. there were other reasons. >> sometimes it can be a self fulfilling prophecy. >> or an excuse. >> when you analyze data, you need more sample size to reach a statistical significant confusion on a 10, 12 daytrading window. i think that is a little bit astrological. i do agree with joe, will be big, in terms
small- cap. the medium company can have multiple expansion and i have not heard of a second half of february slowdown. those are people i know and respect well. today, i am looking at it differently and remain constructive, i think rick's comments, i shared them, positive, good earnings trajectory, i think earnings will be up this year and next year versus this year, gross margins can expand and the fed will be accommodating. >> just to be clear, the second half of february thing is a...
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outperforming large cap when profits bottomed. have a lot of macro indicators that are most correlated with small caps starting to turn. charles: i put up here for the audience five reasons to buy small and mid-cap stocks. again you just mentioned profits maybe turning around here. macro inputs. what are some of the more macro issues that are important? >> fed obviously yesterday. incremental headwind stay higher for longer but assuming we see the fed start to cut this year we expect in group and onward, typically small caps outperform in that environment. also manufacturing indicators like the ism, consumer, small business optimism those have started to come off the bottoms. some of these indicators are finally starting to deflect. i think you want to be selective within small and mid-caps. charles: sure. >> sticking with higher quality earners and value stocks over the areas that are longer duration, higher growth, nonprofitable companies. charles: companies that have to raise money in this environment you probably don't, take h
outperforming large cap when profits bottomed. have a lot of macro indicators that are most correlated with small caps starting to turn. charles: i put up here for the audience five reasons to buy small and mid-cap stocks. again you just mentioned profits maybe turning around here. macro inputs. what are some of the more macro issues that are important? >> fed obviously yesterday. incremental headwind stay higher for longer but assuming we see the fed start to cut this year we expect in...
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Feb 27, 2024
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. >> it's a wild move, but a small cap, we should note that, so, spring loaded, i guess, for this, with the short squeeze. the dow finished low, the s&p and nasdaq higher. that's going to do it for us at "overtime." >> "fast money" starts now. >>> live from the nasdaq market site in the heart of new york city's times square, this is "fast money." here's what's on tap tonight. bio tech bounce-back. conventional wisdom says the sector and health care overall is a no touch in an election year, but could those things be different this time around? we'll go inside the numbers. >>> plus, retail revival. the etf that tracks this group is up over 11% this month, and some names on the clearance rack are mounting a comeback. we'll dig through the discounts. >>> and later, taking tech to the task. kara swisher will talk about her new book and the echos in the current a.i. frenzy. all that, plus, a surge pricing test for burgers and frosties. cruising stocks cruising higher, and the bitcoin boom hitting a new milestone. i'm melissa lee, coming to you live from studio b at the nasdaq. on the desk to
. >> it's a wild move, but a small cap, we should note that, so, spring loaded, i guess, for this, with the short squeeze. the dow finished low, the s&p and nasdaq higher. that's going to do it for us at "overtime." >> "fast money" starts now. >>> live from the nasdaq market site in the heart of new york city's times square, this is "fast money." here's what's on tap tonight. bio tech bounce-back. conventional wisdom says the sector and...
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Feb 19, 2024
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small cap core, 1.2, large cap was done.mall-cap growth outperformed large cap growth, whoa, ladies and gentlemen. in your mind are we starting to see that little shift happening? >> last couple weeks, to late last year you're seeing increasing appetite for allocating capital increasing returns from the "maganomics" or six, depending how you look at tesla. those companies outperform fundamentally and tendingally. i think there is still a need to be invested. if you're someone who is benchmarked to the index, you generate fees outperforming the s&p 500 you need to still allocate capital to those names because they're important to the index. charles: it makes you a passive investor show? >> you have practical passive investing which is 50, 55% of the overall market, also on the indexing side of things money has to keep coming into these names. you have the average retail investor who generates an outsized portion of their returns from these names as you mentioned because a lot of the other names have not been doing very much.
small cap core, 1.2, large cap was done.mall-cap growth outperformed large cap growth, whoa, ladies and gentlemen. in your mind are we starting to see that little shift happening? >> last couple weeks, to late last year you're seeing increasing appetite for allocating capital increasing returns from the "maganomics" or six, depending how you look at tesla. those companies outperform fundamentally and tendingally. i think there is still a need to be invested. if you're someone...
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Feb 28, 2024
02/24
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and when you look out there and look at small cap, we can talk small cap, mid cap, dividends -- all of the valuations are way lower than historical average, than their own historical averages, way lower than the relative averages, and so my theme this year talking about clients and where to put cash, my theme, which none of you will love, you can put in an anything but the top ten from here. the top ten have worked to this point but from here going forward you look out across the landscape and, you're right, it's broadening, and the values are crazy. >> i'll tell you what, our viewers will love it if they can make money from it. that's what they're trying to do whether it's in nvidia or vulcan materials or whatever. this idea of a broader market than people want to give it credit for. >> more cyclical, there has to be an ai halo fatigue moment. and it's just because positioning and sentiment got so stretched overwhelmingly bullish, the larger question, and where you feel kind of confident about the overall structure of the market, the buy the dip mentality was in place this morning. th
and when you look out there and look at small cap, we can talk small cap, mid cap, dividends -- all of the valuations are way lower than historical average, than their own historical averages, way lower than the relative averages, and so my theme this year talking about clients and where to put cash, my theme, which none of you will love, you can put in an anything but the top ten from here. the top ten have worked to this point but from here going forward you look out across the landscape and,...
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Feb 27, 2024
02/24
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you come on the show and a big fan of the small caps. you think small caps are affordable. you see the s&p 400 mid-cap index trading 15 times forward earnings. lower at s&p trading 21 times forward earnings. small caps are still lagging. with rates higher, what is the argument to stick with small caps? >> i think some of it is re-balancing and all it takes is a few good weeks or bad weeks of the large cap tech stocks to roll over and people realizing that may be over. on the fundamental basis, it is the future of large cap stocks, but more so, a lot of cash on the sidelines. 7 trillion on the balance sheet of s&p companies. there's a case to be made at this point in the cycle m&a may come back. buy growth. buy efficiency. that is something to keep in mind. >> you have a lot of company when it comes to the small cap. tom lee believes small caps will rally 50% this year. i want to talk about something else. you sent us notes. i want to make sure i'm reading it correctly. you think the fed may be near the end of the rate hikes? you think a hike is a possibility? >> no, no, no.
you come on the show and a big fan of the small caps. you think small caps are affordable. you see the s&p 400 mid-cap index trading 15 times forward earnings. lower at s&p trading 21 times forward earnings. small caps are still lagging. with rates higher, what is the argument to stick with small caps? >> i think some of it is re-balancing and all it takes is a few good weeks or bad weeks of the large cap tech stocks to roll over and people realizing that may be over. on the...
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Feb 15, 2024
02/24
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we will continue to watch the small caps.hecking the bond market with the ten-year yield and 20-year yield. the ten-year yield at 4.22%. we are watching the oil market following the iaea market report that came out this morning. it says that global oil demand growth is losing momentum in part due to the slowdown in chinese consumption. wti down .50%. similar for brent crude. let's see how europe is shaping up as the trading day is under way. joumanna bercetche is in the london newsroom with more on the early action. joumanna, good morning. >>> good morning, frank. for the most part, we are seeing a risk-on day for european equities with the exception of the spanish index. uk index can gdp numbers disappointing. the uk has fallen into technical recession. contracting minus 0.3% for the year. that meant that further rate cuts are factored in. interest rate sectors are out performing. on the flip side, oil and gas companies are under performing. the dax is up .23%. we see the cac 40 up .80%. strong performance in autos with stel
we will continue to watch the small caps.hecking the bond market with the ten-year yield and 20-year yield. the ten-year yield at 4.22%. we are watching the oil market following the iaea market report that came out this morning. it says that global oil demand growth is losing momentum in part due to the slowdown in chinese consumption. wti down .50%. similar for brent crude. let's see how europe is shaping up as the trading day is under way. joumanna bercetche is in the london newsroom with...
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Feb 15, 2024
02/24
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not showing the small caps, the russell 2000 up almost 1%. that leads us to our conversation, is the rally broadening? is that what we're seeing today? or is this something else, and do you still stick with tech or sectors broadening, josh brown? i'm starting with you first. >> we're seeing a topping out in the nasdaq for the short term. nothing to be alarmed about. we'll see this internal rotation. it doesn't necessarily mean the broader market has to fall. in large and mid cap tech, looking at option activity, rsis, it's overheated everywhere you look. if that were the case, it doesn't mean stop investing. it means maybe look to areas where the puck could be going next. a lot of people talk about hat, not that many people do it. what i've been doing actively since the start of the year is selling not buying. it's not as a prelude to any massive corruption. i just think there will be opportunities created, and i'm guessing most of those opportunities will be away from large cap tech, communication services, and some of the stocks that have g
not showing the small caps, the russell 2000 up almost 1%. that leads us to our conversation, is the rally broadening? is that what we're seeing today? or is this something else, and do you still stick with tech or sectors broadening, josh brown? i'm starting with you first. >> we're seeing a topping out in the nasdaq for the short term. nothing to be alarmed about. we'll see this internal rotation. it doesn't necessarily mean the broader market has to fall. in large and mid cap tech,...
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Feb 15, 2024
02/24
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another very big group within small caps.lr, and summit materials, both in the in infrastructure material complex, pushing out to new highs, so, this is more than just, you know, the ftop of the russell to working. it's broad with bio tech. the banks have bounced here, and we're seeing the industrial names leap. >> flr is interesting. it's not the f in my clam, but marton marietta is. you guys talked about it -- >> the f in your clam is silent. >> as it turns out. good thing, actually. but martin marietta is in the same world. stocks can go higher from here. >> super microis the biggest stock in the russell 2,000, i was surprised by that. >> what's wild, this was an index that used to be fills with $2 billion, $3 billion company, super microis a $40 billion company. if you look at the russell two equally weighed, the chart looks identical. so, don't fear that it's just one name driving this whole thing. it's much broader than that. >> when kitty stockton was on, she did something on the iwm, as well. i think this is about bro
another very big group within small caps.lr, and summit materials, both in the in infrastructure material complex, pushing out to new highs, so, this is more than just, you know, the ftop of the russell to working. it's broad with bio tech. the banks have bounced here, and we're seeing the industrial names leap. >> flr is interesting. it's not the f in my clam, but marton marietta is. you guys talked about it -- >> the f in your clam is silent. >> as it turns out. good thing,...
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Feb 27, 2024
02/24
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i want to be in anything but mega cap tech. those stocks are not leading and as they bleed market cap, the money is going elsewhere, and what's really great, it's going everywhere else. my son is in the stock market competition this spring. so he has, like, 90 days to outtrade everyone else. it's not an investing contest. you have to look at set yuts that are breaking out right now. we looked at all-time highs, not 52-week highs, s&p 500 names making all-time highs. there are 133 of them right now. look at what's on that list. it ain't apple. it ain't alphabet. it's caterpillar. it's trane technologies, eaton, merck, procter & gamble, colgate, mcdonald's, rollins, jpmorgan, walmart. this is every sector, almost every sector you could think of with, like, the exception of utilities and energy has stocks that are within 5% of, again, not year highs, all-time highs. >> josh, we're saying the same thing, though. >> look away from mega cap technology. that's not going to be defensive. rob, those stocks -- >> josh, we're saying the e
i want to be in anything but mega cap tech. those stocks are not leading and as they bleed market cap, the money is going elsewhere, and what's really great, it's going everywhere else. my son is in the stock market competition this spring. so he has, like, 90 days to outtrade everyone else. it's not an investing contest. you have to look at set yuts that are breaking out right now. we looked at all-time highs, not 52-week highs, s&p 500 names making all-time highs. there are 133 of them...
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Feb 7, 2024
02/24
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right now, liquidity is really abundant if you are a large cap, but if you are a small cap, your accesse constrained so i think that valuation gap and that which is going to continue to widen until you see rates come down out of restrictive territory. >> it is really extraordinary what we are watching here. i've got josh brown by the way, sitting next to me. we show nvidia today as we continue to watch the s&p, and it is above 700 bucks now. another 3% move, 6% in a week, that's 43% in one month. >> yeah, our number one hit 500 like 10 days ago. for you on the day nvidia hit 700? the milestones for this stock keep coming fast and furious. are we here? are we not? do we need to worry about it? as some well-known strategists say, this is worse than 1999. >> first of all, i don't think that's true at all. there has been heavy concentration in the tech sector. when you look at the broader market, valuation is reasonable and when you discount the roes you're getting from the text texture, that's not unreasonable either. what is interesting is the valuation for the mag seven is not increased
right now, liquidity is really abundant if you are a large cap, but if you are a small cap, your accesse constrained so i think that valuation gap and that which is going to continue to widen until you see rates come down out of restrictive territory. >> it is really extraordinary what we are watching here. i've got josh brown by the way, sitting next to me. we show nvidia today as we continue to watch the s&p, and it is above 700 bucks now. another 3% move, 6% in a week, that's 43%...
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Feb 5, 2024
02/24
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absolutely, but there is an easy solution _ caps.y solution to _ caps. absolutely, but there is an easy solution to this _ caps. absolutely, but there is an easy solution to this problem. i caps. absolutely, but there is an | easy solution to this problem. to close to refining loophole and strengthen our oil sanctions. the us is already ahead on this. the uk kanban imports from refineries that refine russian crude. we have been able to trace these refineries and there are only a handful of them in india and turkey that are importing these huge volumes of russian oil and over in the united states over 60 representatives in congress have introduced a bill that would ban imports to the united states of refined products that are refine from russian oil. the uk government should follow suit and close this loophole, strengthen sanctions and nature that the intention of the original embargo was upheld and we are not unintentionally sending money to the kremlin that is funding this work around ukraine.— this work around ukraine. clearly this
absolutely, but there is an easy solution _ caps.y solution to _ caps. absolutely, but there is an easy solution to this _ caps. absolutely, but there is an easy solution to this problem. i caps. absolutely, but there is an | easy solution to this problem. to close to refining loophole and strengthen our oil sanctions. the us is already ahead on this. the uk kanban imports from refineries that refine russian crude. we have been able to trace these refineries and there are only a handful of them...
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Feb 29, 2024
02/24
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to the large caps and mega cap teches. >> a head-fake.e s&p equal weight out performing. we were talking about the 52-week highs. is that the head-fake? >> it is. a higher for longer met ackno message from the fed means the market goes back to the favorite safe haven trade which is big tech. >> all bounce this off you. the mild consolidation should represent a buying opportunity for a push higher to mid-march before my consolidation pushes in. the qqq and nasdaq 100 could lead the markets higher. agree or disagree? >> i agree. i think mainly the balance sheets these companies have, microsoft and amazon and google and others they compete against have tens of billions of dollars in cash they can deploy to innovate and grow businesses. that is irrespective of how long it takes the fed to cut rates. despite the smaller companies that need the money, it only hurts them more and more. it feels good to say the market is broadening a little bit. more than likely, we're going back in that direction. >> you know, just in full disclosure, tom lee ca
to the large caps and mega cap teches. >> a head-fake.e s&p equal weight out performing. we were talking about the 52-week highs. is that the head-fake? >> it is. a higher for longer met ackno message from the fed means the market goes back to the favorite safe haven trade which is big tech. >> all bounce this off you. the mild consolidation should represent a buying opportunity for a push higher to mid-march before my consolidation pushes in. the qqq and nasdaq 100 could...
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outperformance we haven't seen it yet i would hold off until you see evidence of large caps startingu favor, small caps, really see, you know either, evidence of economic weakness makes treasury fall or some evidence fed cuts, but right now, you are still in a waiting period for small caps. maria: we leave it there mark great to have you this morning mark knew thon this market rolling over on heels of what you are reporting jobless claims number. stay with us. we'll be right back. . people are excited about what ai will do for them. we're excited about what ai will do for business. meet the watsonx assistants, ai designed to multiply output by automating tasks. when you watsonx your business, you can use ai assistants to help coders code faster, customer service respond quicker, and employees handle repetitive tasks in less time. let's create ai assistants that transform business with watsonx. ibm. let's create. the first time you made a sale online with godaddy was also the first time you heard of a town named dinosaur, colorado. we just got an order from dinosaur, colorado. start a
outperformance we haven't seen it yet i would hold off until you see evidence of large caps startingu favor, small caps, really see, you know either, evidence of economic weakness makes treasury fall or some evidence fed cuts, but right now, you are still in a waiting period for small caps. maria: we leave it there mark great to have you this morning mark knew thon this market rolling over on heels of what you are reporting jobless claims number. stay with us. we'll be right back. . people are...
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Feb 13, 2024
02/24
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which is large caps leading.risk-taking, insert names, and certain pockets of the market. we still have an inflation problem, and the chance of overheating. this is all very characteristic of late cycle. not literally cycle. >> is that how you see it? >> we do see it that way. if you can speak your pick your spots in small caps. i think over the coming years there is a place for them in the portfolio. >> going to leave it there. i appreciate it so much. thank you for your patience today as we try to work on your audio there. i'm glad we were able to hear from you. we are getting some news as well. on walmart, and testing. >> yes. we see roku shares moving lower on this headline from the wall street journal that walmart is in talks to my smart tv maker visio, and we've reached out to walmart, and also visio for comment. but, the stuff we want to point out is roku. shares are down about 10% right now. of course, roku has its technology not only in the devices, but also integrated in tvs. we see roku shares trading
which is large caps leading.risk-taking, insert names, and certain pockets of the market. we still have an inflation problem, and the chance of overheating. this is all very characteristic of late cycle. not literally cycle. >> is that how you see it? >> we do see it that way. if you can speak your pick your spots in small caps. i think over the coming years there is a place for them in the portfolio. >> going to leave it there. i appreciate it so much. thank you for your...
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Feb 22, 2024
02/24
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there is a bit of a rising tide for these mecca cap tech stocks, -- mega cap tech stocks.he two year yield is higher by three basis points the last time i look. over the last six months, it's starting to round higher, nowhere near the 5% level that we had been at. stocks knew this level and digested it. if we continue to see this rise in yields, it could pressure mega cap tech stocks. today, investors are looking past that. what they are not looking past, this is interesting, while communication services is higher, one stock, a couple of stocks are not higher. at&t is down 2.2 percent. verizon and t-mobile are lower. this is as at&t said some of the service across the country has disrupted including major cities such as new york and l.a. -- i'm not sure about l.a. but certainly houston and a few others. they don't know what was behind it. they are looking to fix it. verizon and t-mobile have not seen outages but there are people on saying they have seen -- on x, saying they have seen outages on their own phones. let's bring it back to nvidia. what we are looking at is a ye
there is a bit of a rising tide for these mecca cap tech stocks, -- mega cap tech stocks.he two year yield is higher by three basis points the last time i look. over the last six months, it's starting to round higher, nowhere near the 5% level that we had been at. stocks knew this level and digested it. if we continue to see this rise in yields, it could pressure mega cap tech stocks. today, investors are looking past that. what they are not looking past, this is interesting, while...
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Feb 2, 2024
02/24
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the market cap weighted s&p is up more than 4% in 2024 and it's still young. the equal weighted index is basically flat there was a lot of fear that big tech's run had come too far, too fast, but did this week's results prove the gains were actually justified, and this is where we start karen, you're in meta. >> yes >> it's actually a fairly decent position for you what are you doing now >> yes, i mean it was delightful on the one hand, but then it's, oh, shoot, now what do i do? it's bigger, so as a portfolio management issue you've got to decide how big do i want any position to be i didn't do anything today, but i will be selling upside calls, something probably at least one quarter out, maybe two, and probably like in the $550 range. we'll see how pumped they are. i've got to take some money off the table. it's different than selling stock. if the stock were to go down, you sold calls, that's nice, you make a little money. i don't want to be out i do think this was an extraordinary quarter and one could argue it might be better today than it was yesterday.
the market cap weighted s&p is up more than 4% in 2024 and it's still young. the equal weighted index is basically flat there was a lot of fear that big tech's run had come too far, too fast, but did this week's results prove the gains were actually justified, and this is where we start karen, you're in meta. >> yes >> it's actually a fairly decent position for you what are you doing now >> yes, i mean it was delightful on the one hand, but then it's, oh, shoot, now what...
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Feb 23, 2024
02/24
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will the cap _ high. we just need to know whether it go down? will the cap and - high.e in how long - it go down? will the cap and make a huge difference in how long will- it go down? will the cap and make a huge difference in how long will it. huge difference in how long will it stay in _ huge difference in how long will it stay in place _ huge difference in how long will it stay in place for? _ huge difference in how long will it stay in place for?— stay in place for? let's ask that question- _ stay in place for? let's ask that question. kevin, _ stay in place for? let's ask that question. kevin, what - stay in place for? let's ask that question. kevin, what does - stay in place for? let's ask that i question. kevin, what does this stay in place for? let's ask that - question. kevin, what does this cat mean and for how long?— question. kevin, what does this cat mean and for how long? rebecca is like millions— mean and for how long? rebecca is like millions of— mean and for how long? rebecca is like millions of people _ mean and for how long? rebecca is like millions o
will the cap _ high. we just need to know whether it go down? will the cap and - high.e in how long - it go down? will the cap and make a huge difference in how long will- it go down? will the cap and make a huge difference in how long will it. huge difference in how long will it stay in _ huge difference in how long will it stay in place _ huge difference in how long will it stay in place for? _ huge difference in how long will it stay in place for?— stay in place for? let's ask that...
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Feb 1, 2024
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>> almost $5.5 trillion in market cap a lot is at stake. you said yesterday this really matters this week. >> it really does. it matters to sentiment. it matters emotionally there's a lot going on companies are reporting massive growth year over year because of all the work they've done digging out of expenses and streamlining their businesses. you will see the actual proof in the pudding as a result of that when it comes to amazon and meta specifically the setup for the three names is different. they're not all experiencing the same thing we trade as a bundle and talk about in a conversation. on a price-to-earnings basis, amazon is not comparable to the others it has sold with the understanding that management is not specifically focused on dropping profits to the bottom line an 81 p/e ratio. that is not a stock that trades on p/e meta is more expensive than apple trading at a 35 p/e. apple is at 30 all of these companies are in a position where they're not overbought going into the print. that's important apple is at a 43 rsi meta 69, alm
>> almost $5.5 trillion in market cap a lot is at stake. you said yesterday this really matters this week. >> it really does. it matters to sentiment. it matters emotionally there's a lot going on companies are reporting massive growth year over year because of all the work they've done digging out of expenses and streamlining their businesses. you will see the actual proof in the pudding as a result of that when it comes to amazon and meta specifically the setup for the three names...
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Feb 5, 2024
02/24
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it's a higher small-cap measure. generally, small caps do best early in an economic cycle.he key to this is whether or not the fed can stick the so-called soft landing such that it becomes clear that we are about to re-accelerate into a new accelerating economic cycle. we will see that in the gdp forecast for 2025. when it goes up, that's when you will see smoke about perform because everyone knows it's cheap at how to you know when to get in and it tends to be an early cycle space to have to look for breadth and overall economic acceleration for small caps to do well. sonali: top picks for the rest of this year? >> we really like semiconductors, not only nvidia but others as well. the inventory cycle has corrected and that's over area a lot of those stocks look very interesting whether it's broadcom or lamb as well as semiconductor stocks. we also like a few unloved industrials v likeeralto that has water and process quality. that you do really well. we think it's undercover but we think it is opportunity to go double digits over the next couple of years. sonali: chief mar
it's a higher small-cap measure. generally, small caps do best early in an economic cycle.he key to this is whether or not the fed can stick the so-called soft landing such that it becomes clear that we are about to re-accelerate into a new accelerating economic cycle. we will see that in the gdp forecast for 2025. when it goes up, that's when you will see smoke about perform because everyone knows it's cheap at how to you know when to get in and it tends to be an early cycle space to have to...
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Feb 22, 2024
02/24
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great to have you here >> thanks for having me. >> nvidia and mega cap tech. the blowout report >> people love to look for the negative in this why don't we just celebrate the fact we have the amazing american company that is fueling demand and not only did they just beat what we were expecting, which were fairly elevated revenue expectations -- >> very? >> yes they beat that high bar. let's think about the context in which they did that. they did it almost with one hand tied behind their back the supply is disrupted by taiwan semi which cannot meet demand we have not talked about china they said the number would have been higher if they had that china revenue. >> here is the tough question. when you talk about clients or portfolio managers, what is the call do you hold on although the valuations are high and trading near a high? do you take profit or buy more >> i would say at the moment we are looking at the fact that those mega cap stocks, top ten around 30% of the s&p. they are only 20% of the s&p earnings there is a big dichotomy there we think there are
great to have you here >> thanks for having me. >> nvidia and mega cap tech. the blowout report >> people love to look for the negative in this why don't we just celebrate the fact we have the amazing american company that is fueling demand and not only did they just beat what we were expecting, which were fairly elevated revenue expectations -- >> very? >> yes they beat that high bar. let's think about the context in which they did that. they did it almost with...
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Feb 23, 2024
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the cap sets a maximum price per unit- i— everyone. the cap sets a maximum price per unit. fled to their balconies with firefighters making dramatic rescues. others waited in the smoke for their turn. translation: it's shocking. i don't know what to make of it. it's sad, very sad. translation: i told my daughter and mother-in-law to leave. i other people stayed inside. the residential block in valencia's campanar neighbourhood contains 138 flats, thought to be home to around 450 residents. more than 20 fire crews continued to tackle the blaze through the night, as strong winds fanned the flames, helping them to spread to an adjoining building. there are fears for those who may have been trapped inside. a makeshift hospital was set up nearby to treat the injured. local authorities have set up a helpline to assist those searching for loved ones, who lived in the apartments. one expert, who previously inspected the building, has told the spanish press, the block's exterior featured a polyurethane material, which is no longer in wide use because of fears over flammability. with
the cap sets a maximum price per unit- i— everyone. the cap sets a maximum price per unit. fled to their balconies with firefighters making dramatic rescues. others waited in the smoke for their turn. translation: it's shocking. i don't know what to make of it. it's sad, very sad. translation: i told my daughter and mother-in-law to leave. i other people stayed inside. the residential block in valencia's campanar neighbourhood contains 138 flats, thought to be home to around 450 residents....
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Feb 23, 2024
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those in the price cap will be 3% cheaper.likely? because when you look at energy prices, say, across europe, we are still considerably higher, owing to be? yeah, yeah, double what we were before the energy crisis and make no mistake about it, you know, a drop is welcome but people are struggling to favoured energy and they will still struggle. however when we look at the bigger picture, early predictions are dropping again in july. 13% injuly, and a slight rise again in october because the energy price cap changes every three months. a slight rise in october. however, it will still be below the level we are currently paying so hopefully a little bit of light relief on the horizon there and we have to hope that wholesale prices continue to drop and, if they do, hopefully, will start to see energy starting to offer competitive fixed price tariff again and be able to undercut in due course.- undercut in due course. exactly where you _ undercut in due course. exactly where you wanted _ undercut in due course. exactly where you wa
those in the price cap will be 3% cheaper.likely? because when you look at energy prices, say, across europe, we are still considerably higher, owing to be? yeah, yeah, double what we were before the energy crisis and make no mistake about it, you know, a drop is welcome but people are struggling to favoured energy and they will still struggle. however when we look at the bigger picture, early predictions are dropping again in july. 13% injuly, and a slight rise again in october because the...
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Feb 13, 2024
02/24
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BLOOMBERG
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we are seeing the pain back in the small and mid-cap sector.wo-year yield of a stunning 11 basis points after that cpi print, up to nearly 460. 458 on the day so far. to talk about that cpi print and the latest small business optimism report. when we look at the cpi print you are watching traders recalibrate. how quickly are they recalibrating expectations of rate cuts this year? liz: the cpi data did not go as people thought. it's much hotter and a lot of categories, especially services. that has people pushing back that they have seen the first fed cut coming in july instead of june. we thought were -- we thought march maybe. it is four quarter-point cuts this year, slightly less than that at one point. there is a re-think that maybe the fed will ease but they cannot go as fast. it is what chairman powell and officials have been saying. we have to be patient. small business optimism is fading. the fed has a dual mandate and they said it's getting more balanced. they would like a soft landing. small business optimism is fading. that is a sign
we are seeing the pain back in the small and mid-cap sector.wo-year yield of a stunning 11 basis points after that cpi print, up to nearly 460. 458 on the day so far. to talk about that cpi print and the latest small business optimism report. when we look at the cpi print you are watching traders recalibrate. how quickly are they recalibrating expectations of rate cuts this year? liz: the cpi data did not go as people thought. it's much hotter and a lot of categories, especially services. that...
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Feb 26, 2024
02/24
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BBCNEWS
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magic of the cap?— magic of the cap? you'd better believe it- _ magic of the cap?ou'd better believe it. maybe, just - magic of the cap? you'd better believe it. maybe, just maybe. lionel messi seems to be settling into life in america's major league soccer. his inter miami side trailed 1—0 and looked like losing to la galaxy in california, but messi popped up with perfect timing two minutes into stoppage time to grab an equaliser and salvage a point. finally, what a weekend for golfing supermarket delivery manjoe dean. only a week ago the world number 2,930 was dropping off orders at supermarket chain morrisons. yesterday, it was a diffferent type of driving that proved a much more lucative. he landed himself a £170,000 pay check as he finished runner up at the kenya open. i think ithinki i think i might have another two or three weeks off before my next event, so i might pick up a few shifts. this season will get more busy at the start of april, it should start picking up, so maybe at that point i will consider handing in my notice. i am quite stuck in my own way
magic of the cap?— magic of the cap? you'd better believe it- _ magic of the cap?ou'd better believe it. maybe, just - magic of the cap? you'd better believe it. maybe, just maybe. lionel messi seems to be settling into life in america's major league soccer. his inter miami side trailed 1—0 and looked like losing to la galaxy in california, but messi popped up with perfect timing two minutes into stoppage time to grab an equaliser and salvage a point. finally, what a weekend for golfing...
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Feb 28, 2024
02/24
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CNBC
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apple, not the only mega cap stock lower today.t trailing the group and adding to its losses for the year. our next guest says bifurcation is set to continue. let's bring in ankur crawford, executive vice president and manager. it's nice to see again. this bifurcation you are talking about is bye-bye, mag 7, and hello, mag 4. >> that is what we are seeing right now with apple, google and tesla. >> apple, amazon, well, amazon is in, apple, google and tesla, there goes the curve? >> just for now. >> apple? >> here's the thing with apple. apple has great prospects, they just have to deliver, and oftentimes, apple is a late bloomer, so they weren't necessarily the first ones to a large screen phone. they were the first ones to think about a phone without a keyboard. so, it's okay for apple to be a fast follower, and i think that's what they will be for the consumer. it's just not now. i would say, vision pro is okay. it's not fantastic. >> but, in the past, because of everything you said, they are not first mover, they are usually best
apple, not the only mega cap stock lower today.t trailing the group and adding to its losses for the year. our next guest says bifurcation is set to continue. let's bring in ankur crawford, executive vice president and manager. it's nice to see again. this bifurcation you are talking about is bye-bye, mag 7, and hello, mag 4. >> that is what we are seeing right now with apple, google and tesla. >> apple, amazon, well, amazon is in, apple, google and tesla, there goes the curve?...
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Feb 23, 2024
02/24
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BBCNEWS
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some analysts i predicted the cap would be set 1496 predicted the cap would be set 14% lower. of background information on this price drop. you alive with bbc news. germany's parliament has just voted to legalise cannabis possession in a move the government says it will fix a failed drug policy. the possession and control and cultivation of cannabis will become legal in april, despite fierce objections from opposition groups. under the new law, it will be possible to obtain the drug for personal use through either regulated associations or by having three plants at home. we will get the latest from germany on that breaking story. that vote has just happened in the german parliament. for the first time ever, a private company has landed a spacecraft on the moon. the us firm, intuitive machines, says its robot touched down — carrying scientific instruments to help study the moon's surface, looking among other things — for signs of frozen water. 0ur science editor rebecca morrelle reports. we've reached the expected time| of landing, but now is the process of waiting for comms. a
some analysts i predicted the cap would be set 1496 predicted the cap would be set 14% lower. of background information on this price drop. you alive with bbc news. germany's parliament has just voted to legalise cannabis possession in a move the government says it will fix a failed drug policy. the possession and control and cultivation of cannabis will become legal in april, despite fierce objections from opposition groups. under the new law, it will be possible to obtain the drug for...
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Feb 16, 2024
02/24
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are underway with small caps and mid caps, we'd be leaning into those areas right now. >> frenzy of activity and expectation around nvidia, you almost can't overstate it. then you have the phenomenon that has been super micro. people have been commenting on. this meet high this morning of $1,077. now at 807. that this 25% drop from the morning high. this is where the fever is right now. i know you may notice to bit of a talking about how's 1.8% weighed in the russell 2000. we're celebrating but the russell 2000 is playing along with upside this week. it's not just about cyclical stocks and financials performing. have you read that in terms of the markets sentiment profile? and all this other animal spirits side of things? >> it is clearly a clamoring for risk and we can see that in the iwm, russell 2000 atm call option volume, has really started to take up. people effectively saying, i want some exposure to the upsides and juiced up exposure to the upside. the russell 2000 has been holding up relatively well this one's 50 moving average. interacting with a really well. even with higher yield
are underway with small caps and mid caps, we'd be leaning into those areas right now. >> frenzy of activity and expectation around nvidia, you almost can't overstate it. then you have the phenomenon that has been super micro. people have been commenting on. this meet high this morning of $1,077. now at 807. that this 25% drop from the morning high. this is where the fever is right now. i know you may notice to bit of a talking about how's 1.8% weighed in the russell 2000. we're...