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Dec 13, 2023
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larry: all right,ly let's do stock market work david bahnsen. there we go. thank you david. up 21% and change. year-to-date. we were talking about the missio magnificent seven the bulk of it someone told me. and bonds closed 4.21, west texas oil 69 bucks, brent crude 73.5. what did i forget? that is about all. what do you make of this whole big picture story david bahnsen. >> yeah, so much of it is related to bond yields, i think over half of that s&p return is come in last 6 weeks when bond yields peaked out started collapses 10 year from 5% to 4% in over a month, that is a big deal. almost all of the gain on the year is multiple expansion. that means is that p/e ratio, has gone up. earnings are not up much. they never went down that much. but it is pricey. you were talking with our friends on prior panel, magnificent seven, they are trading about 50 times earnings, rest of s&p about 17 or 18 times earnings, all expensive. larry: so, inflation keeps rising slowly. but it keeps rising, liz peek made that point, i think kevin made it i'll make that point, prices are higher th
larry: all right,ly let's do stock market work david bahnsen. there we go. thank you david. up 21% and change. year-to-date. we were talking about the missio magnificent seven the bulk of it someone told me. and bonds closed 4.21, west texas oil 69 bucks, brent crude 73.5. what did i forget? that is about all. what do you make of this whole big picture story david bahnsen. >> yeah, so much of it is related to bond yields, i think over half of that s&p return is come in last 6 weeks...
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Dec 12, 2023
12/23
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what do you make of this whole big picture story, david bahnsen?ease. >> yeah, so much it is related to bond yields, larry. i think, overhalf of that s&p return has come in the last six weeks when bond yields peaked out and really started collapsing. the 10-year basically has gone from 5% to 4% in just over a month. that is a pretty big deal. almost all of the gain this year is multiple expansion. what that means, the the pe rato the valuation has just gone up. earnings are not up much. they never went down that much during the contraction but everything is very pricey. so you were talking with our friends on the prior panel, the "magnificent seven," they're trading about 50 times earnings. the rest of the s&p is trading about 17 or 18 times earnings. it is all pretty expensive. larry: so, inflation keeps rising slowly but it still keeps rising. liz peek made that point. i think kevin hassett, someones else made that point but i will make that point. prices are a lot higher than they were three years ago. is that an impediment to this stock market?
what do you make of this whole big picture story, david bahnsen?ease. >> yeah, so much it is related to bond yields, larry. i think, overhalf of that s&p return has come in the last six weeks when bond yields peaked out and really started collapsing. the 10-year basically has gone from 5% to 4% in just over a month. that is a pretty big deal. almost all of the gain this year is multiple expansion. what that means, the the pe rato the valuation has just gone up. earnings are not up...
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Dec 20, 2023
12/23
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david bahnsen is still here.e you worried about it? you're going overseas. >> yeah, i've tried to set the expectation low enough, three kids, my family and i have going to switzerland, and i told them be prepared for long line at the airport. david: that's a good idea. thank you so much for being here, appreciate it. >>> still ahead, we've got liz peek, oklahoma governor kevin stitt, martha maccallum is here, and the ceo of priceline, brett keller. the 10 a.m. hour of "varney & company" is next. ♪ shall i play for you? ♪ on my drum ♪ .. hi, i'm tali and i lost 85 pounds on golo. (upbeat music) i started golo because i was unhealthy due to my weight. the minute i started taking the golo release, i knew it was working. i was not hungry, and i did not have any cravings. since losing weight with golo, i'm healthier now than i've ever been, and my doctor is thrilled. golo is so much more than weight loss, it's gonna give you your life back.
david bahnsen is still here.e you worried about it? you're going overseas. >> yeah, i've tried to set the expectation low enough, three kids, my family and i have going to switzerland, and i told them be prepared for long line at the airport. david: that's a good idea. thank you so much for being here, appreciate it. >>> still ahead, we've got liz peek, oklahoma governor kevin stitt, martha maccallum is here, and the ceo of priceline, brett keller. the 10 a.m. hour of...
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Dec 15, 2023
12/23
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i want to bring in now david bahnsen.we have a lot of -- too much fun during commercial breaks. >> yes. charles: obviously, the knee-jerk reaction has been, hike, happy days are here again, right? and many people are saying it's justified and whatever, but whatever, don't miss this rally. you have some concerns though. >> what i would say is that the rally didn't start wednesday, it e started six weeks before when bond yields started coming down. markets are forward-looking member if nhls. they're discounting today what they believe about the future. so so people say, look, when the fed starts cutting, that means valuations have to go higher. and i say, wait a second. in the past when the fed starts cutting, it's because they'd been raising before, and valuations came way down. valuations didn't come down. the s&p before this recent month always was at 20 times earnings. so what you have to believe is that the s&p went from 20 to 21, now it's going to go to 2 # 5? -- 25? all you're saying is i want to invest into a bubble
i want to bring in now david bahnsen.we have a lot of -- too much fun during commercial breaks. >> yes. charles: obviously, the knee-jerk reaction has been, hike, happy days are here again, right? and many people are saying it's justified and whatever, but whatever, don't miss this rally. you have some concerns though. >> what i would say is that the rally didn't start wednesday, it e started six weeks before when bond yields started coming down. markets are forward-looking member...
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Dec 11, 2023
12/23
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stuart: got it, david bahnsen, that ythank you and see you agan soon.ren is looking at movers and nike is one of the big movers. lauren: up two and a third and calling biden a promising recovery opportunity ahead of earnings like the 31st and inventory and fewer discounts and 135 price target. stuart: tell me about pinterest. shares near two year high and 35, 53 and rbc raises them to outperform with the price high target and this is a way to play if you're a advertiser and want your ads where people are impulse shopping and i never thought of pinterest as impulse shopping sight. stuart: now at $996. who says it's going higher? lauren: citi group going to $1,100 and see strength in the core business and this is a stock up just about 70% this year. stuart: lauren, now this, president zelensky meeting with president biden at the white house tomorrow and will biden pressure zelensky to talk peace with the russians? could be. katie mcfarland -- kt mcfarland breaks it down. is israel winning the ground war? trey yingst has the latest from southern israel, ne
stuart: got it, david bahnsen, that ythank you and see you agan soon.ren is looking at movers and nike is one of the big movers. lauren: up two and a third and calling biden a promising recovery opportunity ahead of earnings like the 31st and inventory and fewer discounts and 135 price target. stuart: tell me about pinterest. shares near two year high and 35, 53 and rbc raises them to outperform with the price high target and this is a way to play if you're a advertiser and want your ads where...
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Dec 20, 2023
12/23
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david: all right, you and dave bahnsen say the same thing. happy holidays. >> same to you.avid: lauren, looking at fed dex. lauren: down almost 11% and taking ups with it. fedex came out for the second time and cut full year outlook and volume is declining faster than their cost cutting. major problem is the express unit, that's expensive. shipping their largest customer looking for cheaper options out there, and their largest customer is the usps. david: general mills. lauren: cut annual sales forcast and warning of slower recovery and demand following repeated price hikes on cereal and snacks and pet food. david: weight watchers, ww. lauren: yeah, thank you, oprah. she's a celebrity shareholder coming out saying i use ozempic for my weight manage p.m. now weight watchers will start to build this business around the super popular pharmaceutical thes. they're initiating the coverage with a buy of $14 price target and the quote is this is a high risk, high reward opportunity for ww. david: wow, 7% gain, that's good. lauren, thank you very much. iowa going to reportedly play
david: all right, you and dave bahnsen say the same thing. happy holidays. >> same to you.avid: lauren, looking at fed dex. lauren: down almost 11% and taking ups with it. fedex came out for the second time and cut full year outlook and volume is declining faster than their cost cutting. major problem is the express unit, that's expensive. shipping their largest customer looking for cheaper options out there, and their largest customer is the usps. david: general mills. lauren: cut annual...