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Jan 10, 2024
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mark tepper is with me. he's gloat his stock picks with him.irst pick is paypal, which i thought had been beaten down something rotten. >> super beaten down and it was $120 pre-pandemic and all the way up to well over $300 at the peak of the summer of 2021 down to $50 and back top 60. this is a turn around story. what happened to paypal is they kind of lost focus of core business and they started to focus on shiny new objects and all these ancillary businesses and that hurt their business and have new management in place and getting refocused on what matters and trading 11 times earnings and trading 16 times earnings of them and that's the management demonstrating their heads are on 20 suspended ands and it should have a bear minimum going from 11 up to 15-16 level and our opinion means there's 40% upside and more. stuart: vestis corporation, v-e-s-t-i-s corporation. >> yeah, this is work provider outside of cintas. they were part of aramark and does sporting events and concessions and concerts and they got no love and attention. they were anci
mark tepper is with me. he's gloat his stock picks with him.irst pick is paypal, which i thought had been beaten down something rotten. >> super beaten down and it was $120 pre-pandemic and all the way up to well over $300 at the peak of the summer of 2021 down to $50 and back top 60. this is a turn around story. what happened to paypal is they kind of lost focus of core business and they started to focus on shiny new objects and all these ancillary businesses and that hurt their business...
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Jan 29, 2024
01/24
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also with this liz peek, cheryl casone and mark tepper, welcome to the program, thank you so much forng here this morning. >> thank you for having me. all mourning the loss of her service members and i think yesterday joe biden it was nice to have a moment of silence buttering a couple of words we shall respond probably not comforting for the american people wondering who is at the home and what leadership looks like we had an absence of that for over three years, it is not enough to say that we shall respond and i can help with think when we got the wearable news yesterday that a couple of weeks ago we had our secretary of defense missing in action no one seemed to know where he was. it is not comforting when you don't know where your leadership is and how they're going to respond and you don't trust them to respond and over and over we have a car leaned of iran in terrorist entities around the world. his no surprises this happened and will continue to happen unfortunately as we have joe biden in the white house. maria: the wall street journal writes this in the opinion piece, biden,
also with this liz peek, cheryl casone and mark tepper, welcome to the program, thank you so much forng here this morning. >> thank you for having me. all mourning the loss of her service members and i think yesterday joe biden it was nice to have a moment of silence buttering a couple of words we shall respond probably not comforting for the american people wondering who is at the home and what leadership looks like we had an absence of that for over three years, it is not enough to say...
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Jan 17, 2024
01/24
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mark te tepper is with me and hs stock picks with him.en aerogels. >> yeah, both are ev derivative plays and talking evs at beginning of the hour. this is for people who may want to take advantage of potential growth in evs, but they don't want to be directly in a tesla or rivian. aspen aerogels make a thermal barrier going around car batteries to prevent fires and makes ev batteries more efficient. they're not dependent on mass adoption of evs. they would certainly benefit from that, but they can do well regardless of whether or not evs are massive optics. stuart: how did you find this one? >> i told you last week, you complimented my research team in cleveland. they do a good job. i didn't find it. stuart: that's an unusual company. very interesting. next one, camico. they're a mining company. >> yeah, largest sourcer of uranium in north america. regardless if we need power to really supply these charging stations with power, we need power overall. we have a shortage of reliable and affordable power and energy in the country. nuclear is
mark te tepper is with me and hs stock picks with him.en aerogels. >> yeah, both are ev derivative plays and talking evs at beginning of the hour. this is for people who may want to take advantage of potential growth in evs, but they don't want to be directly in a tesla or rivian. aspen aerogels make a thermal barrier going around car batteries to prevent fires and makes ev batteries more efficient. they're not dependent on mass adoption of evs. they would certainly benefit from that, but...
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Jan 11, 2024
01/24
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and mark tepper brought that up earlier, you know, that year e over year number especially rent are ofesidence, it's still at 6.5%, and that's year-over-year. so that isn't going away. and that was more than 50% of the rise that we awe for the report today. -- saw for the report today. i was watching short-term interest rate futures, fed funds futures, and, you know, the bets are coming off the table that we're going to get a march cut. that doesn't surprise anybody on this panel -- maria: uh, yeah, hello. [laughter] >> but i will tell you this, going into this report, guys, the chief economist at goldman sachs said he expected a march rate cut. i wonder what he's doing at his desk right now? he's probably saying, wait a minute, let's change our tune. we are going to be hearing from all the banks tomorrow, so i think that's obviously that commentary we're going to get. you've already spoken with jamie dimon, maria, but what are we going to hear from wells fargo, bank of america, and we're also getting ppi. you get another hot report on ppi because that's more forward looking than cpi,
and mark tepper brought that up earlier, you know, that year e over year number especially rent are ofesidence, it's still at 6.5%, and that's year-over-year. so that isn't going away. and that was more than 50% of the rise that we awe for the report today. -- saw for the report today. i was watching short-term interest rate futures, fed funds futures, and, you know, the bets are coming off the table that we're going to get a march cut. that doesn't surprise anybody on this panel -- maria: uh,...
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Jan 31, 2024
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back to the markets, mark tepper is with me for the hour, is the big tech rally losing -- running out of steam? >> no, i don't think so. in fact, i think the better question is probably when are the dip investors going to step in and buy things now that they've pulled back a bit. stu, today -- or yesterday and today have been a great lesson in really managing expectations but also in risk management. on how important it is to actually sell and take profits as stocks are moving higher, especially with the three that reported yesterday. they're up 50-100% over the course of the last year. when it comes to managing expectations, with all of this ai hype, all thee of the company hads tremendously high expectations and you compare that to a starbucks, which actually lowered their forward guidance and the stock was up this morning. you know, so they have very low expectations coming in earnings, amd, alphabet, microsoft, very high expectations. i think this is just a pause and it's probably a good buying opportunity and missed out on ai trade. stuart: microsoft and going up from here you th
back to the markets, mark tepper is with me for the hour, is the big tech rally losing -- running out of steam? >> no, i don't think so. in fact, i think the better question is probably when are the dip investors going to step in and buy things now that they've pulled back a bit. stu, today -- or yesterday and today have been a great lesson in really managing expectations but also in risk management. on how important it is to actually sell and take profits as stocks are moving higher,...
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mark tepper? >> going with fdr based on social security and things like that. many new things. look at this. we got it right. fdr. he signed over 3700 executive orders during his 12 years in office, averaging 300 orders per year. modern presidents, trump or biden, don't issue anything like that number. >> pretty heavy in the first 90 days of president biden. stuart: we are almost out of time. coast-to-coast starts now.
mark tepper? >> going with fdr based on social security and things like that. many new things. look at this. we got it right. fdr. he signed over 3700 executive orders during his 12 years in office, averaging 300 orders per year. modern presidents, trump or biden, don't issue anything like that number. >> pretty heavy in the first 90 days of president biden. stuart: we are almost out of time. coast-to-coast starts now.
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Jan 29, 2024
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maria: there's not a lot of room for error, mark tepper. jump in here.rnings this week, we'll hear from alphabet, microsoft tomorrow and you've got amazon, apple, meta reporting after the bell on thursday. you want to buy these stocks here, mark tepper, after these huge outsize moves of 2023? >> maria, i've got to tell you. you made the comment that there's really no room for error and i think that's spot-on because the market right now is trading at an above average multiple, trading at 19 and-a-half forward earnings. the 10 year average is 17 and-a-half. and to ken's point, yes, companies are beating estimates. but the earnings growth so far for this quarter is negative 1.6%. so we're not growing earnings and expectations are for 12% earnings growth in 2024. so ken, my question to you is when can we -- beyond beating estimates, when do we begin to see companies actually growing the earnings that's already baked into this cake? >> right, look, there is an air pocket no doubt about it. remember, we came off a year and-a-half of tight restrictive policy w
maria: there's not a lot of room for error, mark tepper. jump in here.rnings this week, we'll hear from alphabet, microsoft tomorrow and you've got amazon, apple, meta reporting after the bell on thursday. you want to buy these stocks here, mark tepper, after these huge outsize moves of 2023? >> maria, i've got to tell you. you made the comment that there's really no room for error and i think that's spot-on because the market right now is trading at an above average multiple, trading at...
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cheryl: mark tepper, getting. >> i'm curious as to what you believe investment strategy for 2024 if weand not complicated at all. any company that mentioned a.i. or ozempic you had to buy it. that's what carried the market it was a narrow market until the last six weeks and then we saw things brought now and we saw small caps again to outperform dividend payers which underperformed all year started to outperform. i'm curious as to what you believe the winning strategy for 2024 is going to be. >> the winning strategy is to embrace the extraordinary liquidity environment. i wrote a report called good news bad news the market exceeded my fair value estimate for 23 in the bad news the market also exceeded my fair value estimate for 24 we moved so quickly between thanksgiving and the new year that i think the market the last two days trading activity because some people to reassess, nonetheless we must recognize the liquidity environment is so strong i think that kind of throws out the old rules relative to pe multiples with inflation and interest rates and therefore were looking a higher m
cheryl: mark tepper, getting. >> i'm curious as to what you believe investment strategy for 2024 if weand not complicated at all. any company that mentioned a.i. or ozempic you had to buy it. that's what carried the market it was a narrow market until the last six weeks and then we saw things brought now and we saw small caps again to outperform dividend payers which underperformed all year started to outperform. i'm curious as to what you believe the winning strategy for 2024 is going to...
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maria: mark tepper, jumping, i thought that was insane that the markets were taking we were to get at in march. >> i've said this before investors, were all addicted to cheap money and they've known since 2008, 2009 is really 0% interest rates, that's an automatic assumption that people are going to get a three, 4% mortgage if rates come down that is not the case obviously we have issues to overall debt being 34 trillion when you look interest cost as a percentage of tax revenue in the point where foreign buyers start to shy away from buying your debt, i would love to hear your take on how your navigating a positioning within the market right now, last week if you look at the magnificent seven underperform if you look at defensive sectors like healthcare and utilities those are the best performers, what you make of all that. >> we think the magnificent seven are fine but there only find their market performers we expect this equity market going to broad now, the market was pricing waiting for a section that didn't come last year those are cheap and the defenses are interest-rate sens
maria: mark tepper, jumping, i thought that was insane that the markets were taking we were to get at in march. >> i've said this before investors, were all addicted to cheap money and they've known since 2008, 2009 is really 0% interest rates, that's an automatic assumption that people are going to get a three, 4% mortgage if rates come down that is not the case obviously we have issues to overall debt being 34 trillion when you look interest cost as a percentage of tax revenue in the...
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Jan 25, 2024
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joy to the conversation all morning long strategic wealth partners ceo mark tepper, "fox & friends" firstohost todd piro and poster in maslansky partners president lee carter. "mornings with maria" is live right now. ♪. jackie: it is time for the hot topic of hour. texas governor greg abbott is going to still use the national guard to defend our southern border. this causing some democrats to call on president biden to federalize the texas national guard. customer border protection reported that 96000 known guideways have crossed over the southern border since october. the biden administration claiming there take it very seriously. listen. >> what are the reasons the president is having these negotiation procedures were processed with the senate in both republicans and democrats as i've said many times before, we want to deal with what's going on at the border. he's taking this very seriously. were doing what we can at the border, dhs is maximizing the process in doing what they can at the border. jackie: welcome, thank you so much for being here. i'm going to start with you she says the
joy to the conversation all morning long strategic wealth partners ceo mark tepper, "fox & friends" firstohost todd piro and poster in maslansky partners president lee carter. "mornings with maria" is live right now. ♪. jackie: it is time for the hot topic of hour. texas governor greg abbott is going to still use the national guard to defend our southern border. this causing some democrats to call on president biden to federalize the texas national guard. customer...
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boeing, you do have a big -- mark tepper brought this up.g risk if you're boeing as a company, and another hit on the max 9 and the max in general. that's the workhorse airplane of boeing. and many, many, many airlines, southwest included, depend on the max. this is bad news for shareholders as well. maria: it's a good point to bring up the competition because obviously things like this tend to create market share losses to the competition. airbus of course european company. kenny, we're looking at boeing to set the tone today but the big banks are about to set the tone for the coming weeks, don't you think, given the fact that they're kicking off fourth quarter earnings season this friday. jp morgan chase, wells fargo, citi, bank of america, all expected to report before the opening bell. we also have a big week of inflation, we've got the december consumer price index out on thursday, followed by the december producer price index on friday. kenny, want to get your the take on the banks first and then the data because the banks had a real g
boeing, you do have a big -- mark tepper brought this up.g risk if you're boeing as a company, and another hit on the max 9 and the max in general. that's the workhorse airplane of boeing. and many, many, many airlines, southwest included, depend on the max. this is bad news for shareholders as well. maria: it's a good point to bring up the competition because obviously things like this tend to create market share losses to the competition. airbus of course european company. kenny, we're...
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maria: oh, well, here we go. 2024, election is on, mark tepper.our reaction to all of that. >> i mean, look, i would he say -- i'm going to call ron desantis' bluff on that one. i think if he were offered the vp position he would take it. that typically is the easiest path to the white house unless of course your name is kamala harris. but look, the other thing that was brought up is whether or not he quits, if he were to lose in the iowa caucus. and i've got to tell you, this really in my opinion i think it all boils down to whether or not he has enough money to continue. i know he lost some big donors along the way so it remains to be seen what happens there. but are from my perspective when you look at ron desantis, he really entered the very first primary debate as the frontrunner outside of donald trump. and he kind of came out flat, really didn't do well. i think his last debate was probably his strongest. i thought he did very well against gavin newsom, he ate gavin newsom's lunch but unfortunately he's been unable to build enough momentum
maria: oh, well, here we go. 2024, election is on, mark tepper.our reaction to all of that. >> i mean, look, i would he say -- i'm going to call ron desantis' bluff on that one. i think if he were offered the vp position he would take it. that typically is the easiest path to the white house unless of course your name is kamala harris. but look, the other thing that was brought up is whether or not he quits, if he were to lose in the iowa caucus. and i've got to tell you, this really in...
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chr cheryl mark if tepper, kaylee mcgee white, that does it for us.uess who's up? stuart varney hey, stu. stuart: mark tepper, that dog's a monster. [laughter] good morning, cheryl. and good morning, everyone. it's a critical moment in th
chr cheryl mark if tepper, kaylee mcgee white, that does it for us.uess who's up? stuart varney hey, stu. stuart: mark tepper, that dog's a monster. [laughter] good morning, cheryl. and good morning, everyone. it's a critical moment in th
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chr cheryl mark if tepper, kaylee mcgee white, that does it for us. you know what in don't go anywhere? guess who's up? stuart varney hey, stu. stuart: mark tepper, that dog's a monster. [laughter] good morning, cheryl. and good morning, everyone. it's a critical moment in the mideast. america issues a final warning to iran and its proxies, hey, stop attacking shipping and destructing world trade, assassinations in lebanon, shipping lines abandoning the red sea, on the brink of a wider war. oil moving up a little because of this. now you're at $73 a barrel, 73.23 to be precise. the market though, as in stocks, doesn't seem to be responding that much. a mixed picture this morning after two days of very heavy selling. the dow likely to be up about 80. s&p though down again, off 3, and look at the nasdaq, down 75 points. that's premarket activity. big tech really beaten up and sinking several percentage points from late last year. this morning look at those levels. apple at 181, amazon 145. meta, 334. etc., etc. all down. slight gain for alphabet this mo
chr cheryl mark if tepper, kaylee mcgee white, that does it for us. you know what in don't go anywhere? guess who's up? stuart varney hey, stu. stuart: mark tepper, that dog's a monster. [laughter] good morning, cheryl. and good morning, everyone. it's a critical moment in the mideast. america issues a final warning to iran and its proxies, hey, stop attacking shipping and destructing world trade, assassinations in lebanon, shipping lines abandoning the red sea, on the brink of a wider war. oil...
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Jan 18, 2024
01/24
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. >> ceo of teneo mark tepper cheryl casone for joining me this morning. we'll be right back.. .ped. so i broke up with my credit card debt and consolidated it into a low-rate personal loan from sofi. i finally feel like a grown-up. break up with bad credit card debt. get a personal loan with low fixed rates. borrow up to $100k. and no fees required. go to sofi.com to view your rate. sofi. get your money right. ♪ i have type 2 diabetes, but i manage it well. ♪ ♪ jardiance ♪ ♪ it's a little pill with a big story to tell. ♪ ♪ i take once-daily jardiance, ♪ ♪ at each day's staaart. ♪ ♪ as time went on it was easy to seee. ♪ ♪ i'm lowering my a1c. ♪ jardiance works 24/7 in your body to flush out some sugar! and for adults with type 2 diabetes and known heart disease, jardiance can lower the risk of cardiovascular death, too. jardiance may cause serious side effects including ketoacidosis that may be fatal, dehydration, that can lead to sudden worsening of kidney function, and genital yeast or urinary tract infections. a rare, life-threatening bacterial infection in the skin of the pe
. >> ceo of teneo mark tepper cheryl casone for joining me this morning. we'll be right back.. .ped. so i broke up with my credit card debt and consolidated it into a low-rate personal loan from sofi. i finally feel like a grown-up. break up with bad credit card debt. get a personal loan with low fixed rates. borrow up to $100k. and no fees required. go to sofi.com to view your rate. sofi. get your money right. ♪ i have type 2 diabetes, but i manage it well. ♪ ♪ jardiance ♪ ♪...
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mark tepper on what he is buying in the new year.varney and company" is next. ♪ ♪ ♪ they're waiting for you. hey, do you have a second? they're all expecting more. more efficiency. more benefits. more growth. when you realize you can give your people everything, and more. thank you very much. [applause] ask, "now what?" here's what. you go with prudential to protect, empower and grow. with everything you need to deliver, you guessed it... more. one more thing... who's your rock? learn more at prudential.com a force to be reckon with. no, not you saquon. hm? you! your business bank account with quickbooks money, now earns 5% apy. 5% apy? that's new! yup, that's how you business differently. >> why would a vote for a person that's put my life in such a tail spin when i can go back to policies when all i have to do is put up with a few tweets i don't like. i think i can handle that. >> we don't need more money or infrastructure or technology, we need policy. if this administration would give us proper policy, we can secure the border to
mark tepper on what he is buying in the new year.varney and company" is next. ♪ ♪ ♪ they're waiting for you. hey, do you have a second? they're all expecting more. more efficiency. more benefits. more growth. when you realize you can give your people everything, and more. thank you very much. [applause] ask, "now what?" here's what. you go with prudential to protect, empower and grow. with everything you need to deliver, you guessed it... more. one more thing... who's your...
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Jan 17, 2024
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clay travis in california's proposal to ban youth tackle football and mark tepper on atlanta's lapseis next. ♪ ♪ you can't buy great conversations or moments that matter, but you can invest in them. at t. rowe price our strategic investing approach can help you build the future you imagine. t. rowe price, invest with confidence. with the majority of my patients with sensitivity i see irritated gums and weak enamel. sensodyne sensitivity gum and enamel it relieves sensitivity helps restore gum health and rehardens enamel. i am a big advocate of recommending things that i know work. >> donald trump as you saw on monday night has completely revolutionized republican party. it is a populous party, it is a america-first party. >> the establishment is sort of hoping that she can make some sort of massive move, even pull an upset because if not, i think realistically the race is over. >> if you have a president that responds so pitifully when our soldiers are eve
clay travis in california's proposal to ban youth tackle football and mark tepper on atlanta's lapseis next. ♪ ♪ you can't buy great conversations or moments that matter, but you can invest in them. at t. rowe price our strategic investing approach can help you build the future you imagine. t. rowe price, invest with confidence. with the majority of my patients with sensitivity i see irritated gums and weak enamel. sensodyne sensitivity gum and enamel it relieves sensitivity helps restore...
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mark tepper? >> going with fdr based on social security and things like that. stuart: i go with fdr, he introduced so many new things. look at this. we got it right. fdr. he signed over 3700 executive orders during his 12 years in office, averaging 300 orders per year. modern presidents, trump or biden, don't issue anything like that number. >> pretty heavy in the first 90 days of president biden. stuart: we are almost out of time. coast-to-coast starts now. neil: stocks having a rough go, higher rates not helping in and out of 4% but that is not the money we are following right now. more the ridiculous amount of money nikki haley is raising, another $24 million. that's more than double third-quarter overall and triple what she took during the second quarter. that is a lot of money in the latest sign of momentum as well. the ohio caucus is 12 days away. a lot of questions about changing the political calculus, moving up in iowa and new hampshire but still polling far behind donald trump in both states. lost to follow, to richardson who is doing that. >> reporte
mark tepper? >> going with fdr based on social security and things like that. stuart: i go with fdr, he introduced so many new things. look at this. we got it right. fdr. he signed over 3700 executive orders during his 12 years in office, averaging 300 orders per year. modern presidents, trump or biden, don't issue anything like that number. >> pretty heavy in the first 90 days of president biden. stuart: we are almost out of time. coast-to-coast starts now. neil: stocks having a...
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Jan 22, 2024
01/24
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tepper, liz peek and cheryl casone, have a great day we will see you right here same time same place. "varney & company" is up next. >> and marty maria and everyone. plenty of action and politics as you might expect the day before the new hampshire primary, here is the latest ron desantis has dropped out of the race. he immediately endorsed donald trump, a monmouth bull out today shows trump expanding his lead, 18 points ahead of nikki haley, she insist she will continue, however, if she loses in south carolina, her home state were trump already has a commanding lead, it's hard to see the path to the nomination. in other words donald trump is close to locking this thing up, that is my opinion. to the marketeers how your money is doing, we have some green right there, dow up 100 points, and i stay for the nasdaq, up 88. big tech rolling higher again today. interest rates, the ten year, 4.08%, coming down that yield in the two-year, were the kid around 437, that yield is down, that helps the nasdaq. bitcoin of 40000 level, 40900 right now, gas down one set $3.7 a national average, dies
tepper, liz peek and cheryl casone, have a great day we will see you right here same time same place. "varney & company" is up next. >> and marty maria and everyone. plenty of action and politics as you might expect the day before the new hampshire primary, here is the latest ron desantis has dropped out of the race. he immediately endorsed donald trump, a monmouth bull out today shows trump expanding his lead, 18 points ahead of nikki haley, she insist she will continue,...
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Jan 22, 2024
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tepper, liz peek and cheryl casone
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Jan 30, 2024
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let's bring in mark tepper who is right here. question is whether this is one off with one company or something deeper, canary in the coal mine. >> obviously we know that consumer preferences when it comes to spending has shifted from goods to services in the last 12 to 6 months. i am not fazed by the fact that ups is seeing softer demand but the issue i am having with this is number one, they mentioned higher labor costs which has to do with their union negotiations. they are mandating these management positions come back to the office 5 days a week. that leads me to believe there are some morale issues or culture issues that are concerning but let's not forget. ashley: you could compare it with fedex. fedex doesn't have the union problem. >> going to august 23rd of last year, when the teamsters deal is finalized, president biden giving himself an alibi but we look at the consequences of that and we have this white-collar recession taking effect, where middle managers, middle management position, higher labor, average ups driver
let's bring in mark tepper who is right here. question is whether this is one off with one company or something deeper, canary in the coal mine. >> obviously we know that consumer preferences when it comes to spending has shifted from goods to services in the last 12 to 6 months. i am not fazed by the fact that ups is seeing softer demand but the issue i am having with this is number one, they mentioned higher labor costs which has to do with their union negotiations. they are mandating...
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Jan 29, 2024
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. >> we have a big week of tech earnings, job numbers, we have all hands on deck liz peek, mark tepper, cheryl casone, markets lower. stu taken away. >> good morning, everyone, three american soldiers killed, 30 injured in a drone attack in jordan by iranian proxies, the president says america will respond. donald trump says this is the tragic consequence of biden's weakness and surrender. the timing of any response by america's important, former weapons inspector says iran will have enough uranium for six weapons and one month. the price of oil going up, right now in the high 70s, 7762 with all the tension in the mideast the prices been gradually been rising, that stop the downside now it's moving higher $3.10 per gallon is average for regular. for stocks it's all about the big tech companies and give their financial reports this week despite the events, some buying big tech almost all are up, the dow down 17, little change for the s&p but look at the nasdaq erie modest gain of about 18 points, bitcoin rallying to $42000 that was earlier now 41.9. the ten year treasury just over 4% fo
. >> we have a big week of tech earnings, job numbers, we have all hands on deck liz peek, mark tepper, cheryl casone, markets lower. stu taken away. >> good morning, everyone, three american soldiers killed, 30 injured in a drone attack in jordan by iranian proxies, the president says america will respond. donald trump says this is the tragic consequence of biden's weakness and surrender. the timing of any response by america's important, former weapons inspector says iran will...
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maria: great to talk with everybody, mark tepper, liz peek, cheryl casone, thank you so much don't miss my exclusive interview j.p. morgan jamie dimon will be my exclusive gas, join that with the fed and a lot more, stay with fox business. "varney & company" accident. take it away. >> good morning another crisis for boeing 737 max jack friday a panel blew out leaving a gaping hole on it alaska airlines flight. an emergency landing all 177 max jets have been grounded. 400 flights canceled. the good news when the plane depressurized, all 171 passengers were wearing their seatbelts. in other words it cannot be sucked out. boeing stock tumbling down 7.5% as we speak, 7.3%, premarket trading, boeing is a dow stock and it accounts for all of the dow's early loss, now are looking at a drop of about 137 for the dow, fractional gain for the s&p, the nasdaq up 28 points. the boeing stock that is what is hurting the dow. bitcoin that could be a decision on etf this week, that would make bitcoin easy to trade as a stock. 449 that is bitcoin as of now. the yield on the ten year treasury above 4%, 40
maria: great to talk with everybody, mark tepper, liz peek, cheryl casone, thank you so much don't miss my exclusive interview j.p. morgan jamie dimon will be my exclusive gas, join that with the fed and a lot more, stay with fox business. "varney & company" accident. take it away. >> good morning another crisis for boeing 737 max jack friday a panel blew out leaving a gaping hole on it alaska airlines flight. an emergency landing all 177 max jets have been grounded. 400...
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Jan 22, 2024
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joining the conversation all morning long is strategic wealth partners ceo, mark tepper, liz peek and fox business' cheryl casone. "mornings with maria" is live right now. ♪ maria: and it's time for the hot topic of the hour. the republican presidential field shrinking down to just two candidates now, florida governor ron desantis suspended his 2024 campaign on sunday. desantis is throwing his support behind president trump in a video he posted on x. watch this. >> i signed a pledge to support the republican nominee and i will honor that pledge. he has myen coursement because we can't go back to the old republican guard of yesteryear where, warmed over corporateism that nikki haley represents. maria: former president trump thanking desantis for his endorsement. watch this. >> look, he worked very hard. it's a tough go. and he worked hard. his wife is a terrific woman, they the both worked very hard and he endorsed me, in dropping out, he endorsed me so i appreciate that very much. somebody said what will you do with the name desanctomonious, i said we are retiring the name. maria: you
joining the conversation all morning long is strategic wealth partners ceo, mark tepper, liz peek and fox business' cheryl casone. "mornings with maria" is live right now. ♪ maria: and it's time for the hot topic of the hour. the republican presidential field shrinking down to just two candidates now, florida governor ron desantis suspended his 2024 campaign on sunday. desantis is throwing his support behind president trump in a video he posted on x. watch this. >> i signed a...
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Jan 11, 2024
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tepper, restoring editor matt kaylee mcghee white, michael lee.rnings with maria" is live right now. ♪ ♪ ♪. maria: it is time for the hot topic of the hour, four days to go until the iowa caucuses. we also heard former president trump calling out his primary opponents at his town hall in iowa. take a listen. >> if you look at joe biden, you have a man who can't lead or find his way off the stage after he makes a speech that last for two minutes, they've chaos of the border, the military, people are going woke you can't put two sentences together and is representing on nuclear weapons with putin and presidentially, you like ron desantis but he wouldn't be around to be working in a pizza shop or perhaps a law firm if i didn't endorse him. the biggest fan of dr. fauci was wrong desantis. he was a big fan he said i go by what dr. fauci said, she doesn't have what it takes, she will be creamed in the election and i know her very well and i happen to believe chris christie is right, that's what of the few things he's been right about actually. maria: pr
tepper, restoring editor matt kaylee mcghee white, michael lee.rnings with maria" is live right now. ♪ ♪ ♪. maria: it is time for the hot topic of the hour, four days to go until the iowa caucuses. we also heard former president trump calling out his primary opponents at his town hall in iowa. take a listen. >> if you look at joe biden, you have a man who can't lead or find his way off the stage after he makes a speech that last for two minutes, they've chaos of the border, the...
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Jan 25, 2024
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also with me, mark tepper. peter, take a look at futures this morning.fourth quarter earnings coming out. we're all in the green, all indices indicated higher. alaska airlines, southwest, and american airlines all reporting double beats. the federal aviation administration announcing it will halt boeing 737 max production expansion following the mid-air panel blowout on the alaska airlines jet. the max 9 model could return to service after inspections. peter, your reaction to all the news breaking this morning on airlines. >> well, fundamentally there's no problem with demand for air travel. people are getting out there, people want to take trips and airlines are there to meet it. the question is, do they have the planes, people and pilots to meet that demand and that has been the challenge, whether it's airbus or boeing aircraft. the bigger challenge has been for boeing, i think the airlines that are reporting today have a little less risk in that. i mean, southwest flies exclusively boeing planes but it's more the 737 max 7s and max 8s, not where we're
also with me, mark tepper. peter, take a look at futures this morning.fourth quarter earnings coming out. we're all in the green, all indices indicated higher. alaska airlines, southwest, and american airlines all reporting double beats. the federal aviation administration announcing it will halt boeing 737 max production expansion following the mid-air panel blowout on the alaska airlines jet. the max 9 model could return to service after inspections. peter, your reaction to all the news...
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Jan 18, 2024
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we are on it this morning, joining to the conversation strategic wealth partners ceo mark tepper, cherylone, right now "mornings with maria" is live right now. ♪. maria: time for the hot topic of hour following pride under president biden's with leaders yesterday he's ready to quote make significant changes at the border. even with democrats joining in the fight against wide open border policies, white house press secretary karine jean-pierre is blaming republicans for this crisis. watch. >> republicans have been incredibly got in the way when it comes to border security they've gotten in the way and voted on pieces of legislation to take away some of the law enforcement to cbp at the bo border. maria: once again pointing the finger at republicans. kevin roberts from the heritage foundation is about to join us he makes a great point, republicans passed hr2 in the house, how is it possible this is a republicans fault. >> they need someone to blame for the border crisis and they can't blame themselves because it's an election year, the white house, the administration solution to the border
we are on it this morning, joining to the conversation strategic wealth partners ceo mark tepper, cherylone, right now "mornings with maria" is live right now. ♪. maria: time for the hot topic of hour following pride under president biden's with leaders yesterday he's ready to quote make significant changes at the border. even with democrats joining in the fight against wide open border policies, white house press secretary karine jean-pierre is blaming republicans for this crisis....
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Jan 18, 2024
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tepper.evin, good to see you. >> good to see you. maria: take a look at futures this morning, last i checked we've got a little bit of a reversal this morning, the dow industrials have gone negative, nasdaq is up 128, that is the highs of the morning for the nasdaq, s&p up 18 and change. tech stocks this morning trading this way. i want to look at tech because that was really the leadership group in 2023. you say the better days of 2023 were enjoyed primarily by that magnificent seven stocks. where do you see the tech group headed his year and how are you allocating capital. >> certainly. i think 2024 will be the year of the expansion oral or a rally oe rest beyond the seven technology stocks which accounted for over 60% of the total return of the s&p 500 in 2023. i think some of those gains were pulled forward into those final months of 2023 and in all likelihood the rally won't really start to materialize until the second half of this year. once the fed starts cutting interest rates because
tepper.evin, good to see you. >> good to see you. maria: take a look at futures this morning, last i checked we've got a little bit of a reversal this morning, the dow industrials have gone negative, nasdaq is up 128, that is the highs of the morning for the nasdaq, s&p up 18 and change. tech stocks this morning trading this way. i want to look at tech because that was really the leadership group in 2023. you say the better days of 2023 were enjoyed primarily by that magnificent seven...
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Jan 11, 2024
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also with me mark tepper and mike lee this morning. thanks for joining the conversation.arkets and get your take on 2024, check futures, dow industrials down 31, nasdaq up 56, we're headed into inflation data today and tomorrow and then the fourth quarter earnings season. major banks kick off tomorrow, we'll hear from jp morgan, bank of america, citigroup, wells fargo, before the opening bell. what are you expecting? >> overall, they revised earnings lower over the last few months within the big banks. i want to see a few things from the big banks. i want to see net interest income. i want to see how these higher rates are affecting banks and more importantly, the consumer. without the consumer, you don't have banks. and also too, i want to see if they're going to raise dividends, any type of buybacks. as a money manager we want to look at the bottom line for investing. for the big banks overall, i think earnings should be fine. but i want to see with this macro monetary policy how will that affect the big banks going forward. maria: i mean, look, this week i spoke with j
also with me mark tepper and mike lee this morning. thanks for joining the conversation.arkets and get your take on 2024, check futures, dow industrials down 31, nasdaq up 56, we're headed into inflation data today and tomorrow and then the fourth quarter earnings season. major banks kick off tomorrow, we'll hear from jp morgan, bank of america, citigroup, wells fargo, before the opening bell. what are you expecting? >> overall, they revised earnings lower over the last few months within...
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Jan 22, 2024
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also with me is mark tepper. thanks for joining. >> thanks for having me.we are looking at a rally so far. we are looking at money moving to tech, we've got some economists predicting big tech will remain the source of profit growth. what's your take on 2024 and how you want to allocate capital after the huge move in tech last year? >> so listen, i don't think tech is going away. let's put that on the table. it is not going away. it's only becoming more sophisticated, almost on a daily basis. so i think tech is still a place that you have to be. doesn't mean you have to chase it. it means it does have to have a place in your portfolio and quite honestly i think it's going to have a decent size position based on who you are are, where you are in the life cycle and all that stuff but i think you have to have it there. look, we saw on a taiwan semi last week the positive news, the upgrade in apple, the positive news there. friday morning you had smci come out and he blow the doors off. they took that stock up $100 in one tick on friday which just screams that
also with me is mark tepper. thanks for joining. >> thanks for having me.we are looking at a rally so far. we are looking at money moving to tech, we've got some economists predicting big tech will remain the source of profit growth. what's your take on 2024 and how you want to allocate capital after the huge move in tech last year? >> so listen, i don't think tech is going away. let's put that on the table. it is not going away. it's only becoming more sophisticated, almost on a...
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Jan 29, 2024
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joining me now is chief global strategist, quincy krosby and mark tepper with us all morning.uincy. thank you for joining the conversation. >> thank you so much. maria: i want to kick things off with you with a look after futures ahead of the fed meeting, ahead of major earnings coming out. take a look at where we stand, the dow industrials down 18, the nasdaq up 45 and s&p this morning up 3 and-a-half. after the s&p 500 rallied to record highs for the first time in two years on the back of the strength in tech sector. we've got a major week of technology earnings on deck, we'll hear if alphabet and microsoft tomorrow, amazon and apple and meta all after reporting after the bell on thursday. these are the magnificent seven, right? what are you expecting? yeah, i mean, look, this is going to be a show me week, maria. i think investors have to look at the big, huge tech companies that are scheduled to report this week and say we need to see something positive because when you look at the earnings season overall, earnings growth right now in the aggregate level ising in testify 1
joining me now is chief global strategist, quincy krosby and mark tepper with us all morning.uincy. thank you for joining the conversation. >> thank you so much. maria: i want to kick things off with you with a look after futures ahead of the fed meeting, ahead of major earnings coming out. take a look at where we stand, the dow industrials down 18, the nasdaq up 45 and s&p this morning up 3 and-a-half. after the s&p 500 rallied to record highs for the first time in two years on...
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also with me, mark tepper. ryan, good morning. futures are actually higher this morning, finely.hird day of trading for the month and for the year. dow up 64, nasdaq a little negative by 11 points, s&p is up. the 10 year treasury yield, we're still below 4%, 3.961 and the minutes came out yesterday from the december meeting from the fed. so basically the fed, ryan, is saying okay, interest rate hikes are over. sure. but they really didn't give us any clear guidance on when rate cuts are going to start t the market is looking for something in march, in may, they're looking for six cuts, ryan. where are we? are we somewhere in the middle in all of this? >> i think so. probably. the market, the forecasts have been so wrong the last couple years, as relates to the fed policy, so if you believe them we would already have been cutting rates in september. that didn't happen. the market got a little over ahead of itself at the end of the year and the first couple days of trading this year are some profit taking just kind of resetting, maybe rebalancing in portfolios. i think we're lookin
also with me, mark tepper. ryan, good morning. futures are actually higher this morning, finely.hird day of trading for the month and for the year. dow up 64, nasdaq a little negative by 11 points, s&p is up. the 10 year treasury yield, we're still below 4%, 3.961 and the minutes came out yesterday from the december meeting from the fed. so basically the fed, ryan, is saying okay, interest rate hikes are over. sure. but they really didn't give us any clear guidance on when rate cuts are...
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Jan 11, 2024
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so, mark tepper, here we are talking about the cpi which was elevated up to 3.4%, and part of it is because of all of that spending, $6 trillion in borrowing last year and spending by the democrats and the white house. if we do see further regulations layeren to top of all of this, aren't we going to see more inflation? >> thank god my name is not jay powell, because the fed has one heck of a challenge in front of 'em. they're stuck between a rock and a hard place. a lot of this debt has to be refinanced at higher rates, unfortunately. maria: all right. everybody, thank you so much. real quick on markets here, we have 30 minutes before the opening bell sounds. the dow industrials right now, completely negative, giving up an earlier rally. same with the dow, the nasdaq and the s&p 500. thank you, doug, congressman dan meuser, stephanie pomboy, mark ten or, mike lee and cheryl casone. great conversation, everybody, thank you. we hand it over to "varney & company." stu, take it away. stuart: good morning, maria. good morning, everyone. here we go. in the last 12 months, consumer prices rose 3.
so, mark tepper, here we are talking about the cpi which was elevated up to 3.4%, and part of it is because of all of that spending, $6 trillion in borrowing last year and spending by the democrats and the white house. if we do see further regulations layeren to top of all of this, aren't we going to see more inflation? >> thank god my name is not jay powell, because the fed has one heck of a challenge in front of 'em. they're stuck between a rock and a hard place. a lot of this debt has...
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Jan 1, 2024
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panthers shut out by the jaguars and the owner david tepper let his frustrations show.showing his drink in what seems to be the direction of a fan from his open air suite has went viral. they say they are aware of this video and have no further comment at this time. a spokesman declining to comment but does not look good. >>> as we turn the calendar to 2024 one of the most beloved traditions in sports returning to seattle, the nhl winter classic played in the great outdoors. this year it's the kraken hosting the vegas golden knights inside t-mobile park, the home of the mariners. fans looking forward to this event every year but the players do, too. >> whenever you play outdoors it's the purest form of the game. when you play outside, different uniforms on and eye black, i'm sure it brings up memories for guys about growing up and playing on ponds in their neighborhoods or in their towns. >> the puck drops this afternoon at 2:00 eastern, you can watch all the action on our sister channel tnt. you can also stream it on max. very nostalgic for hockey fans who love outdoor
panthers shut out by the jaguars and the owner david tepper let his frustrations show.showing his drink in what seems to be the direction of a fan from his open air suite has went viral. they say they are aware of this video and have no further comment at this time. a spokesman declining to comment but does not look good. >>> as we turn the calendar to 2024 one of the most beloved traditions in sports returning to seattle, the nhl winter classic played in the great outdoors. this year...