31
31
May 21, 2023
05/23
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FBC
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richard bernstein says it is time to consider unloved sectors in international stock. the green energy pushes ramping up. 's at the end road for traditional oil companies and what should investors consider? move over, bud light, there's a new beer brandon woke jail. we begin with 3 things investors ought to be thinking about right now. stocks ended up for the week despite a friday pause on debt ceiling negotiations. is a deal still possible? how might the market react. footlocker, shoplifting is partly to blame. walmart is the winner after a week of retail earnings reports. morgan stanley's ceo announcing he will step down while goldman's ceo stops by barron's offices. on the "barron's roundtable," ben levisohn, carleton glitch and jack hough. we would rather see the government solve problems and exacerbate them but despite headlines about the debt ceiling the market doesn't seem worried. ben: it is actually optimistic. i'm not sure if we took a vote of everybody here in the studio if anybody would feel that way but the market went up one. 5% this week. even when repub
richard bernstein says it is time to consider unloved sectors in international stock. the green energy pushes ramping up. 's at the end road for traditional oil companies and what should investors consider? move over, bud light, there's a new beer brandon woke jail. we begin with 3 things investors ought to be thinking about right now. stocks ended up for the week despite a friday pause on debt ceiling negotiations. is a deal still possible? how might the market react. footlocker, shoplifting...
40
40
May 22, 2023
05/23
by
CNBC
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. >> kayla, stay with us much more to cover let's explain where the market goes from here richard bernstein is the ceo and chief investment officer at bernstein officers and welcome to you both. dan, i'll turn to you with a quick pile on with the tiktok. can i offer you a frustration of mine >> please. >> we should be thinking eight steps forward through this already and even when i read, you know, washington strategists. nobody seems to have any answers and i don't know if it's just because it's unknowable and what do you think it's about to happen in the next couple of days here because the market continues to shrug it off? >> first, the treasury department is injecting a lot of liquidity into the system and we think we'll get another $60, 70 billion in liquidity that's cushioning the markets for this toxic political debate that we have the reason why investors are conflicted on what's happening with the debt ceiling is this a much more politically polarized environment on the far rightan on the far left. so there's concerns that they could test the debt ceiling breach i would argue that
. >> kayla, stay with us much more to cover let's explain where the market goes from here richard bernstein is the ceo and chief investment officer at bernstein officers and welcome to you both. dan, i'll turn to you with a quick pile on with the tiktok. can i offer you a frustration of mine >> please. >> we should be thinking eight steps forward through this already and even when i read, you know, washington strategists. nobody seems to have any answers and i don't know if...
115
115
May 22, 2023
05/23
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CNBC
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year and focused on high quality stocks given major cyclical and secular shifts joining us is richard bernsteinr's chief officer dan suzuki great to you back on the show. >> good morning. >> why is this a mirror image of last year? >> well if you look at what worked and didn't work last year it's the opposite of this year look back at historical initial rallies, you know, coming out of these big selloffs, this is pretty typical stuff i don't think that people should be reading too much into the com position of leadership with this market i think that's kind of always how these balances go. this doesn't necessarily make them sustainable ultimately you have to come back to fundamentals and if you think about profits and liquidity those two things are still worsening and that suggests to us that it's a little bit premature to be positioning for the big recovery when we don't know how far and how deep or how long this earnings recession is going to go. >> you sound like you're very cautious as far as equities are concerned. so if that's the case, how would you be counseling investors to be position
year and focused on high quality stocks given major cyclical and secular shifts joining us is richard bernsteinr's chief officer dan suzuki great to you back on the show. >> good morning. >> why is this a mirror image of last year? >> well if you look at what worked and didn't work last year it's the opposite of this year look back at historical initial rallies, you know, coming out of these big selloffs, this is pretty typical stuff i don't think that people should be reading...
22
22
May 27, 2023
05/23
by
CSPAN2
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eye 22
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richard nixon reelection campaign because there was a money trail. thanks of the dogged reporting of washington post journalists, carl bernstein and bob woodward, it soon became clear there was a connection between the president's reelection campaign committee and this burglary at the dnc. the question was how i up -- how high up did it go? that was set the stage -- would set the stage for the investigation. even before the order to get committee is formed by the senate, there is these burglars, the original five they broke into the dnc and then the additional two who served as accomplices are arrested. they are arraigned and indicted. they await trial. as the trial unfolds in federal district court, five of the defendants pleaded guilty. two of them enter a not guilty plea they are found guilty by a jury. as a trial unfolds, the federal judge becomes really troubled by the prosecution's case. he thinks there's a lot of holes in the case. he thinks not everything has been revealed over the course of the trial. he decides to hold off on sentencing these defendants until the senate when he left the senate is going to create the special committee. host: w
richard nixon reelection campaign because there was a money trail. thanks of the dogged reporting of washington post journalists, carl bernstein and bob woodward, it soon became clear there was a connection between the president's reelection campaign committee and this burglary at the dnc. the question was how i up -- how high up did it go? that was set the stage -- would set the stage for the investigation. even before the order to get committee is formed by the senate, there is these...
25
25
May 28, 2023
05/23
by
CSPAN
tv
eye 25
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richard nixon reelection campaign because there was a money trail. thanks of the dogged reporting of washington post journalists, carl bernstein and bob woodward, it soon became clear there was a connection between the president's reelection campaign committee and this burglary at the dnc. the question was how i up -- how high up did it go? that was set the stage -- would set the stage for the investigation. even before the order to get committee is formed by the senate, there is these burglars, the original five they broke into the dnc and then the additional two who served as accomplices are arrested. they are arraigned and indicted. they await trial. as the trial unfolds in federal district court, five of the defendants pleaded guilty. two of them enter a not guilty plea they are found guilty by a jury. as a trial unfolds, the federal judge becomes really troubled by the prosecution's case. he thinks there's a lot of holes in the case. he thinks not everything has been revealed over the course of the trial. he decides to hold off on sentencing these defendants until the senate when he left the senate is going to create the special committee. host: w
richard nixon reelection campaign because there was a money trail. thanks of the dogged reporting of washington post journalists, carl bernstein and bob woodward, it soon became clear there was a connection between the president's reelection campaign committee and this burglary at the dnc. the question was how i up -- how high up did it go? that was set the stage -- would set the stage for the investigation. even before the order to get committee is formed by the senate, there is these...
37
37
May 27, 2023
05/23
by
CSPAN
tv
eye 37
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richard nixon reelection campaign because there was a money trail. thanks of the dogged reporting of washington post journalists, carl bernstein and bob woodward, it soonwas a connection between the president's reelection campaign committee and this burglary at the dnc. the question was how i up -- how high up did it go? that was set the stage -- would set the stage for the investigation. even before the order to get committee is formed by the senate, there is these burglars, the original five they broke into the dnc and then the additional two who served as accomplices are arrested. they are arraigned and indicted. they await trial. as the trial unfolds in federal district court, five of the defendants pleaded guilty. two of them enter a not guilty plea they are found guilty by a jury. as a trial unfolds, the federal judge becomes really troubled by the prosecution's case. he thinks there's a lot of holes in the case. he thinks not everything has been revealed over the course of the trial. he decides to hold off on sentencing these defendants until the senate when he left the senate is going to create the special committee. host: who made the decision
richard nixon reelection campaign because there was a money trail. thanks of the dogged reporting of washington post journalists, carl bernstein and bob woodward, it soonwas a connection between the president's reelection campaign committee and this burglary at the dnc. the question was how i up -- how high up did it go? that was set the stage -- would set the stage for the investigation. even before the order to get committee is formed by the senate, there is these burglars, the original five...