Halftime Report The Committee’s Playbook for New Highs 6/26/25
Jun 26, 2025
Joining the discussion are Josh Brown, an expert in market momentum and top stock picks; Jenny Harrington, a specialist in value investing and market trends; and Shannon Sakosha, a strategist in market dynamics. They dive into the potential acquisition of Core Scientific by CoreWeave and Coupang's surge in South Korea’s thriving e-commerce market. The group also shares their favorite stock picks like Novartis and Amazon while exploring the impact of tariffs on corporate earnings and the evolving dynamics of digital IPOs.
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Momentum Dominates Market Playbook
- Momentum remains the dominant market playbook since the April 8th bottom.
- Only about one-third of S&P 500 stocks outperform the index, highlighting concentrated leadership.
Positioning Drives Market Lift
- Institutional positioning is very low, prompting a catch-up rally in both dominant and low-quality stocks.
- Market breadth could improve if growth in earnings and economic data stabilize.
Cautious View Amid Gains
- Jenny Harrington remains cautious despite market gains, emphasizing dividend income and disciplined growth investing.
- She doubts the market can sustain its rapid run due to valuations and slowing earnings growth.