The Compound and Friends Price-Chasing Donkey
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Feb 28, 2025 Jim Lebenthal, Chief Equity Strategist at Cerity Partners and a familiar face on CNBC, dives into a treasure trove of investment insights. He unpacks the recent Nvidia earnings report and discusses Apple's commitment to American investments. With a keen eye on market dynamics, Jim shares his favorite stocks and examines the nuances of consumer spending post-pandemic. The conversation also touches on the broader implications of tariffs and reshoring, illuminating the intricate balance between corporate strategies and investor sentiment.
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Jim's Navy Experience
- Jim Lebenthal served in the Navy for seven years, from 1990 to 1997.
- He was stationed on a fast-attack nuclear submarine in the Arctic during the end of the Cold War.
Certainty as a Contrarian Indicator
- Predicting the future with 100% certainty is unwise.
- Certainty about future events can be a contrarian indicator.
Recession Avoidance
- Widespread anticipation of a recession can sometimes help avoid it.
- Corporate America's preparedness and adjusted behavior played a role in averting a recession.