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we have jailing from piper sandler to explain it all to you. you might want to buckle up for this one. we'll be right back. ♪. sup? -who are you? i'm your inner child. get in. listen, what you really need in life is some freakin' torque. what? horsepower keeps you going, but torque gets you going. what happened to my inner child craving love and acceptance? how about you love and accept this? p-p-p-p-powershot! when can i drive? you already are! the dodge hornet r/t... the totally torqued-out crossover. investment opportunities are everywhere you turn. but at t. rowe price, we're letting curiosity light the way. asking smart questions about opportunities like advances in healthcare. and how these innovations will create a healthier world tomorrow. better questions. better outcomes. and they're all coming? those who are still with us, yes. grandpa! what's this? your wings. light 'em up! gentlemen, it's a beautiful... ...day to fly. charles: so there's a headline that grabbed my attention on monday, right? the relief rally is questionable at be
we have jailing from piper sandler to explain it all to you. you might want to buckle up for this one. we'll be right back. ♪. sup? -who are you? i'm your inner child. get in. listen, what you really need in life is some freakin' torque. what? horsepower keeps you going, but torque gets you going. what happened to my inner child craving love and acceptance? how about you love and accept this? p-p-p-p-powershot! when can i drive? you already are! the dodge hornet r/t... the totally torqued-out...
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May 29, 2024
05/24
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phil blancato, piper sandler, michael kantrowitz are to start us off. what do endless shrimp at red lobster and janet yellen have in common? we might find out the hard way. tweet me. we're live at the courthouse with the very latest there and the impact on the election and potentially on the economy. you don't want to miss my takeaway on things getting even choppier and how to keep your head on a swivel but also stay cool at the same time. all that and so much more on "making money". ♪. charles: all right, let's start first and foremost, folks, with the fact it has been a really strong run for the stock market. so over the last 30 days, 23 has seen the s&p 500 higher, right? so, i mean of the last 30 weeks, 23 weeks, i mean that is huge. it only has happened a few times in history. we're in sort of rarefied company. it does show you that hey, it was pretty good and of course going all the way back to 1989, the last time this has happened to a degree it has felt stealthy. that brings us to the point this is unique market. we all know it is grand slams
phil blancato, piper sandler, michael kantrowitz are to start us off. what do endless shrimp at red lobster and janet yellen have in common? we might find out the hard way. tweet me. we're live at the courthouse with the very latest there and the impact on the election and potentially on the economy. you don't want to miss my takeaway on things getting even choppier and how to keep your head on a swivel but also stay cool at the same time. all that and so much more on "making money"....
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May 28, 2024
05/24
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sandler managing director chief market technician craig johnson what do charts tell you before we get into earnings i want your take on charts the technicals you watch so closely. >> thanks, maria for having me on the show what charts are telling me this is sort of tail two of tapes, right now we've got dow industrials a little bit softer the nasdaq specifically nasdaq 100 continuing to push higher led by a lot of semiconductors technology related companies, look at pretenning this morning you got nvidia pushing higher apple pushing inquiry qualcomm crowdstrike, you look at some of the more industrial type companies a little bit of weakness on that side of the house, so at this point in time this is still, selective, technology related names. >> does that jive with fundamental side in terms of earnings so far. >> so far if you look at nvidia example from last week, got a lot of attention, yeah they beats numbers, but they also raised guidance, if you go back through look at some of the rl quarterly numbers that have been reported so far, you've not been seeing forward guidance quite a
sandler managing director chief market technician craig johnson what do charts tell you before we get into earnings i want your take on charts the technicals you watch so closely. >> thanks, maria for having me on the show what charts are telling me this is sort of tail two of tapes, right now we've got dow industrials a little bit softer the nasdaq specifically nasdaq 100 continuing to push higher led by a lot of semiconductors technology related companies, look at pretenning this...
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May 21, 2024
05/24
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sandler. check nvidia event of the week company will report first-quarter earnings tomorrow night after the bell ai neither income expected to rise 768%, revenue expected to rise 265% year-over-year, with revenue expected 24.5 billion dollars, slatestone wealth chief market strategy kenny polcari expecting nvidia revenue around 26 billion dollars, kenny rights look. this is a highly anticipated inventory takes high from tech and investors nvidia center of ai revolution the stock up 204% last year, we will be talking about this, of course, tomorrow, and thursday after the company reports, wednesday night could be a market he o mover stay with us on that we will bell following that stay with us. we'll be right back. . ♪(voya)♪ there are some things that work better together. like your workplace benefits and retirement savings. voya provides tools that help you make the right investment and benefit choices. so you can reach today's financial goals and look forward to a more confident future.
sandler. check nvidia event of the week company will report first-quarter earnings tomorrow night after the bell ai neither income expected to rise 768%, revenue expected to rise 265% year-over-year, with revenue expected 24.5 billion dollars, slatestone wealth chief market strategy kenny polcari expecting nvidia revenue around 26 billion dollars, kenny rights look. this is a highly anticipated inventory takes high from tech and investors nvidia center of ai revolution the stock up 204% last...
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May 19, 2024
05/24
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sandler says the highest earners are doing well but not the bottom earners, what he wanted you in terms of allocating capital if we see a slowdown second half. >> i suspect we will get the slowdown coming into the summer and i think they will goose it at the end of the year as we come into the election but once again as a long-term wealth manager you have to be well diversified but i would not be chasing tech here at all we own and participated if the market moves up we are there but i would not be looking at consumer staples, look at utilities most boring sector on the planet and there are 14.5% this year as money moves into the sector, demand for energy is only going to increase and there's a huge opportunity is underperformed last year they're playing catch up but i like utilities and consumer staples and energy in financials and places i would look i would not chase tech as the market is making new highs i would not be chasing tech. maria: grade analysis, reaches you, thank you so much. democrats are playing the inflation blame game now, they're going after grocery stores demanded t
sandler says the highest earners are doing well but not the bottom earners, what he wanted you in terms of allocating capital if we see a slowdown second half. >> i suspect we will get the slowdown coming into the summer and i think they will goose it at the end of the year as we come into the election but once again as a long-term wealth manager you have to be well diversified but i would not be chasing tech here at all we own and participated if the market moves up we are there but i...
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sandler is telling clients she's sticking to her base case that we see an economy in recession in the second half because things are slowing and not all that good when you peel back the onion and she also says that will send unemployment up about 4%, your thoughts? >> nancy is one to agree with rather to disagree with that is to be respected. you never know, i have expected a recession for the following reasons i've expected one because the yield curve is negatively meaning higher rates are higher than longer, money supply growth had came off dramatically but lo and behold the anticipated recession has not yet materialized and nancy is certainly on point that there is a strong possibility. maria: we will leave it there, jim grant, always a pleasure. thank you so much. good to see you, jim grant is the founder of grants interest-rate observer, we are following the money who is funding the chaos on campus and that's to get a recorder was on the call with the organizer of the columbia protest hours before they begin, what he learned about th (♪) is bad debt holding you back? ♪ the on
sandler is telling clients she's sticking to her base case that we see an economy in recession in the second half because things are slowing and not all that good when you peel back the onion and she also says that will send unemployment up about 4%, your thoughts? >> nancy is one to agree with rather to disagree with that is to be respected. you never know, i have expected a recession for the following reasons i've expected one because the yield curve is negatively meaning higher rates...
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maria: mario, that's why nancy lazar from piper sandler is expecting a recession, second half of the year. >> yeah. i think that was a great interview and i couldn't agree more. the last mile is going to be the toughest mile. and i agree that there's going to be many headwinds along the way. i'mflation is stubborn. it's tough. get to the 2% target objective that the fed is saying they want to, i think it's more of a pipedream. i think personally that if inflation was around 2 and-a-half percent and we start lowering the fed funds rate, because maria, look what's happening in the economy. look what's happening in the banks. yesterday new york community bank just got downgraded. that would have been another bank failure if my new c fail me that company. i believe the last mile will be toughest. they said oh, the fed, they don't want to be political. i believe they were late in raising interest rates and i think they'll be late to the game in cutting interest rates. maria: we'll see. mario, great to see you this morning. thank you. adam, you're with us all morning. we're grateful. when
maria: mario, that's why nancy lazar from piper sandler is expecting a recession, second half of the year. >> yeah. i think that was a great interview and i couldn't agree more. the last mile is going to be the toughest mile. and i agree that there's going to be many headwinds along the way. i'mflation is stubborn. it's tough. get to the 2% target objective that the fed is saying they want to, i think it's more of a pipedream. i think personally that if inflation was around 2 and-a-half...
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May 15, 2024
05/24
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let's brung in craig johnson, the chief market technician at piper sandler. craig, this is a market overall if we take a look at it that was maybe not expected to go back to all-time highs. i mean, we're not there yet for the s&p, but we're kind of there overall. is this a surprising move given the moves we've seen over the course of the last couple of months? >> you know, dom, i think this is a market that, again, the move off of these april lows has been a little bit surprising. when you step back and look at the big picture of this, we're on the road to nowhere. this is a market that's probably going to end up consolidating sideways. markets can go up, down, or a third direction is sideways. consolidate in terms of time, price. and that's what we think is happening. again, the markets have been pretty quiet over the last couple of days with the economic data points that have been coming out with the ppi and cpi today. >>> the record highs we've seen in the nasdaq imply that there's still a tech tilt toward the broader market overall. do we feel as though t
let's brung in craig johnson, the chief market technician at piper sandler. craig, this is a market overall if we take a look at it that was maybe not expected to go back to all-time highs. i mean, we're not there yet for the s&p, but we're kind of there overall. is this a surprising move given the moves we've seen over the course of the last couple of months? >> you know, dom, i think this is a market that, again, the move off of these april lows has been a little bit surprising....
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. >> nancy lazar from piper sandler a bifurcated economic outlook talking about that for a long time talking about, the broad public, actually struggling, but highest earners doing well writes our base case remains a second half recession but raises joblessness cools incomes destroys demand importantly team is inflation on sustained basis what you were talking about charles in terms of what these numbers say you mentioned 4% she is expecting second half to see unemployment jump above 4% does that rerevives your expectation. >> jay powell wants to do this he went on a limb in december going to do three rate cuts he cannot after transitory thing his legacy wants it badly summon said excuse to cut rates going to take them said forget rates if doing it in september they will be okay do it in september. >> a criticized for that political before election i want to get to economists to get assessment joe lavorgna kicks off. >> will charles mentioned workweek slipped, we talked about wages softer than expected healthcare a driver it has been looks like on the softer side we are trending lowe
. >> nancy lazar from piper sandler a bifurcated economic outlook talking about that for a long time talking about, the broad public, actually struggling, but highest earners doing well writes our base case remains a second half recession but raises joblessness cools incomes destroys demand importantly team is inflation on sustained basis what you were talking about charles in terms of what these numbers say you mentioned 4% she is expecting second half to see unemployment jump above 4%...
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we are in the be middle of a slowdown and nancy lazar at piper sandler is calling it a bifurcated economy and she says she's of the base case we will see a recession in the second half of the year where the unemployment rate will move from 3.8% currently to above 4%, shelby. >> yeah. it's difficult to watch, right? because we want to see that productivity. we want to see those gains that sort of waterfall down and have everyone benefit from the productivity in the u.s. economy but it's difficult and we start to enter that dreaded sort of stagflation space that i think a lot of investors -- we don't want to have to say it out loud but there's really just one way to sort of get out and it's either control inflation or sort of squeeze employment and both of those are really difficult for us to try and swallow because they don't seem to really benefit the consumer really up front in the short term. so it is unfortunately still reasonable to say that we could get some sort of slowdown especially if we continue to see squeezes in employment in sort of more of the higher paying white collar spac
we are in the be middle of a slowdown and nancy lazar at piper sandler is calling it a bifurcated economy and she says she's of the base case we will see a recession in the second half of the year where the unemployment rate will move from 3.8% currently to above 4%, shelby. >> yeah. it's difficult to watch, right? because we want to see that productivity. we want to see those gains that sort of waterfall down and have everyone benefit from the productivity in the u.s. economy but it's...
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May 13, 2024
05/24
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both initiated overweight piper sandler. >> and who financial sector companies, you are getting mid teen consistent revenue growth the last 36 months and they buy back a ton of their shares >>> and former donald trump lawyer and fixer michael cohen continuing to testify saying he arched to buy karen mcdougal's story at the direction of donald trump. testimony in line with david pecker's testimony that they would have paid $125,000 for the story. >>> federal investigators are probing amazon's robo taxi venture zoox after two braked unexpectedly causing two motorcycles to rear end the vehicles both riders sustained minor injuries national hoighway safety administration says the probe will cover about 500 vehicles and focus on the performance of the automated driving system zoox has yet to comment. >>> and an intense wildfire could hit western canada today with the winds fueling the blaze. it is one of 90 wildfires currently burning across canada with smoke spreading to the upper midwest prompting minnesota to issue a health warning. here we go again back to you. >>> up next, approve, deny
both initiated overweight piper sandler. >> and who financial sector companies, you are getting mid teen consistent revenue growth the last 36 months and they buy back a ton of their shares >>> and former donald trump lawyer and fixer michael cohen continuing to testify saying he arched to buy karen mcdougal's story at the direction of donald trump. testimony in line with david pecker's testimony that they would have paid $125,000 for the story. >>> federal investigators...
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May 23, 2024
05/24
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sandler study. the people who -- they actually go after teens they are the most discerning people because they know how to do all sorts of tech things you and i never dreamed of and you came out once again, gen z, number one. how far in between the rest -- you're like number one well ahead of everybody else. you're just in a category by yourself >> well, that's right. and that latest survey we had a 38% mind share amongst teens the next highest brand was at 8% so multiples above that. but the great news for us is it's not just about the strength we have in gen z we're also the number one brand amongst gen alpha, the number two brand amongst millennials. so we're starting to see multiip generations realize the magic of e.l.f. >> and you are also something the big chains always tell me people run to. it's not just that they have a cosmetics aisle run by ulta. they're actually seeking e.l.f >> that's right. in fact, if you look at our last fiscal year that we just reported, our business was up 80% at u
sandler study. the people who -- they actually go after teens they are the most discerning people because they know how to do all sorts of tech things you and i never dreamed of and you came out once again, gen z, number one. how far in between the rest -- you're like number one well ahead of everybody else. you're just in a category by yourself >> well, that's right. and that latest survey we had a 38% mind share amongst teens the next highest brand was at 8% so multiples above that. but...
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May 9, 2024
05/24
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sandler upgraded that stock. now, for more on that and other top analyst calls of the day, head over to cnbc.com/pro, subscribers can get more detail and analysis on those stories. becky and others, i'll send things back over to you. >> a little bit of help today. less than 1% gain after the drop yesterday. >> right it is i it was big we'll see if the expectations in the market means things are as good as they can be and need to get a lot better for the guys to go even further. >> thanks, dom >>> the recent article on cnbc.com, our next guest writes the s&p 500 is increasingly dominated by tech and therefore questions whether it is still the best benchmark for investors. karen firestone is executive chairman and co-founder of rss asset management as well as cnbc contributor. what i want to really ask you about, benchmarks are nice, you got to decide whether you want to be long the market and go all in or whether you maybe aren't as aggressive. i kind of wanted to talk macro, you can talk about why you think there
sandler upgraded that stock. now, for more on that and other top analyst calls of the day, head over to cnbc.com/pro, subscribers can get more detail and analysis on those stories. becky and others, i'll send things back over to you. >> a little bit of help today. less than 1% gain after the drop yesterday. >> right it is i it was big we'll see if the expectations in the market means things are as good as they can be and need to get a lot better for the guys to go even further....