Halftime Report The Broadening Rally 12/6/23
Dec 6, 2023
Investment committee discusses broadening rally, interest rates, AMD's new AI chip, fall of crude. Calls of the day on Autozone, Deere, Regeneron, and Apollo Global. Homebuilders rally. Concerns about payroll growth, Qualcomm potential, caution with semiconductor stocks. Citigroup's financial updates, bank stocks. Upgraded consumer stock, top picks in biotech, industrials. Analysis of AutoZone's performance, Deere stock, Regeneron. Stock performance and potential in private equity. Current state of the oil market. Upcoming interviews, final trades, investment recommendations.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10
Introduction
00:00 • 2min
Market Rally, Rotation, and Potential Breakout
01:32 • 15min
Concerns about Payroll Growth and New AMD Chip
16:49 • 5min
Discussion on Qualcomm's Potential and Caution with Semiconductor Stocks
22:11 • 2min
Citigroup's Financial Updates and Bank Stocks
24:30 • 6min
Upgraded Consumer Stock, Top Picks in Biotech and Industrials
30:47 • 2min
Analysis of AutoZone's Performance and Discussion on Deer Stock and Regeneron
32:17 • 2min
Stock Performance and Potential in Private Equity
33:51 • 2min
Current State of the Oil Market
35:24 • 8min
Upcoming interviews, final trades, and investment recommendations
43:44 • 3min