Jenny Harrington

Steve Weiss, an investment professional at Bank of America, shares insights on market trends, while Jenny Harrington, a portfolio manager, discusses behavioral investing strategies. Jim Labenthal adds his analysis on specific stocks. The trio dives into the recent downturn of momentum stocks like Robinhood and emphasizes caution in volatile markets. They debate defense stocks amid global tensions and explore investment prospects in the healthcare sector. The discussion highlights how consumer behavior influences market resilience during these turbulent times.

Joining the discussion are Steve Weiss, an astute market analyst and member of the Investment Committee, and Jenny Harrington, a long-term investing guru. They dive into the recent trade war headlines that have unexpectedly boosted stock prices. The duo shares strategic portfolio moves and forecasts earnings from major companies, including Tesla and Chipotle. They also explore the impacts of Bitcoin's volatility and how market sentiment shifts affect investment decisions, all while emphasizing the value of maintaining long-term positions in a turbulent market.

Jenny Harrington, an expert in investment strategies, shares insights on buying medical technology stocks. The episode covers market anticipation of the inflation report, Josh Brown doubling up on Amazon, Micron's earnings dip, and trade updates from Bill Baruch. The investment committee also discusses stock breakouts, market analysis, economic anticipation, stock downgrades, and performance reviews of various stocks.

Jenny Harrington, a member of the Investment Committee focused on portfolio insights, joins Jim Labenthal, who defends major holdings like Microsoft, alongside Josh Brown, a market commentator spotlighting healthcare stocks. Mackenzie Segalis, a CNBC reporter, discusses Bitcoin's recent volatility and what it means for crypto equities. The group debates the potential for a larger correction in the AI sector, explores the health care market's appeal, and analyzes trading strategies amid shifting tech sentiment. Don't miss their top stock picks!

Josh Brown, CEO of Ritholtz Wealth Management, highlights ExxonMobil's potential amidst changing market dynamics. Kerry Firestone shares insights on financials and the banking sector, while Bill Baruch discusses new opportunities in gold and mining. Jenny Harrington defends dividend stocks like Cisco and Disney, linking valuation to performance. The group debates if a December rate cut is likely and its effects on the market, alongside a discussion on AI exhaustion and the shifting tech landscape, providing a deep dive into current investment strategies.

Joe Terranova, a market strategist focused on momentum and macro rotations, discusses how momentum is shifting towards quality stocks amidst a market pullback. Jenny Harrington, a portfolio manager, advises on de-risking strategies, citing consumer dynamics and sector allocations. Jason Snipe shares insights on biotech's performance and offers trade ideas, while Bryn Talkington critiques Tesla's shareholder vote and the influence of retail investors. The conversation also touches on potential impacts of recent policy announcements on consumer spending.

Brian Belsky, BMO's chief strategist, and Shannon Secosia and Jenny Harrington from the Investment Committee spark an engaging debate on the stock market's surprising momentum. They discuss raised S&P targets amidst economic uncertainties, dive into the contrasting performances of Tesla and Uber, and analyze the impact of sector-specific strategies on investments. The conversation reveals insights on navigating current trade challenges, evolving investment philosophies, and the future of mid-cap banks in a shifting landscape.

Jenny Harrington, an experienced investor, Jim Laaventhal, a market analyst, and Stephanie Link, an investment strategist, dive into the implications of Trump's tariff rhetoric on Apple and the EU. They discuss Apple's stock struggles amidst rising competition and the challenges of reliance on the Chinese market. The trio also breaks down the recent performance of Gap and shares insights on investment strategies in energy and technology sectors. Plus, they navigate the complexities of rising interest rates and their potential benefits for specific S&P stocks.

Josh Brown is a market strategist known for his keen insights, while Jenny Harrington and Joe Terranova bring their expertise from the Investment Committee. Brad Gerstner, founder of Altimeter Capital, shares his perspectives on the impacts of Trump’s tariffs. The discussion covers the sharp decline in stock markets, strategies for navigating economic uncertainty, and how tariffs are affecting companies like Apple. Josh reveals a stock he’s buying despite market turmoil, and they all reflect on the implications for consumer stocks amidst recession concerns.

Josh Brown, an investment professional and CNBC contributor, joins Joe Terranova and Jenny Harrington to delve into the final trading hours of 2024. They analyze the impressive surge in Communication Services and Tech stocks, discuss strategies for 2025 that emphasize diversification beyond tech, and share insights on the booming ETF market. Brown also offers his Trade School lessons, while the group reflects on Apple's challenges and potential shifts in the semiconductor space, providing a comprehensive look at the investment landscape as the year wraps up.