Halftime Report The Bull Run for Stocks 7/29/25
Jul 29, 2025
Josh Brown, an insightful figure at Ritholtz Wealth Management, joins Joe Terranova, Chief Market Strategist at Virtus Investment Partners, and Stephanie Link, Chief Investment Strategist at Hightower Advisors. They dive into the bull run of stocks, discussing its sustainability and potential market shakeouts. Key topics include mixed earnings reports, the impact of AI on investments, and notable movements in sectors like cybersecurity. Brown shares his top stock picks amidst this dynamic market landscape, making for an engaging conversation on how to navigate today's economy.
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Episode notes
Stock Rally Showing Exhaustion
- The rally in stocks shows signs of exhaustion with muted responses to strong earnings like Alphabet's.
- Momentum stocks have surged but cautious positioning is advised heading into a seasonally tough period.
Earnings Reaction Imbalance
- Earnings beats are rewarded modestly, while misses are punished severely with a 5.2% average drop.
- This dynamic reflects high market expectations and may cause volatility in individual stock portfolios.
Tariffs' Impact Less Severe
- Tariff impacts on companies like Procter & Gamble are less severe than feared, indicating firms are absorbing costs better.
- This improves earnings outlook despite headline concerns about trade tensions.