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May 3, 2024
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steve weiss, kevin simpson both making trades in two big banks today. we have those details straight ahead. later on, the countdown to the 150th running of the kentucky derby. we'll take you there live and speak with nbc sports legend mike tirico ahead of the big race. "halftime" is back in two minutes. >> announcer: are you following "the halftime report" podcast? what are you waiting for? look for us in your favorite dcti app. follow "the halftime" podcast now. only at vanguard, you're more than just an investor, you're an owner. our financial planning tools and advice can help you prepare for today's longer retirement. hi mom. that's the value of ownership. and they're all coming? those who are still with us, yes. grandpa! what's this? your wings. light 'em up! gentlemen, it's a beautiful... ...day to fly. ♪ >>> stocks and financials, steve weiss has bought more goldman sachs. new all-time high today. that stock has been on the run. why did you buy more here? >> actually, i bought it twice. i bought it wednesday after powell's comments. i thought,
steve weiss, kevin simpson both making trades in two big banks today. we have those details straight ahead. later on, the countdown to the 150th running of the kentucky derby. we'll take you there live and speak with nbc sports legend mike tirico ahead of the big race. "halftime" is back in two minutes. >> announcer: are you following "the halftime report" podcast? what are you waiting for? look for us in your favorite dcti app. follow "the halftime" podcast...
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May 15, 2024
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steve weiss has sat down. i think he's all checked in. as we say in the business. i'm glad you're here before the end of the first segment because we're talking about this incredible record run we've been on, what places we should be. you bought more caterpillar so you're sort of playing this broadening market. >> the focus is on the cut in rates whenever it happens, whether it's this year, whether it's early next year. so march will broaden out. cat is still inexpensive, particularly relative to the market, relative to other areas. so i have huge tech exposure in the mega caps. that's still the place to be. they will still perform. i want to get exposure. i thought it was prudent to add to that. it's still not a top position but i think it's a good place to be right now. >> a very important position for us. $175 billion market cap. it's obviously the largest industrial that we own in the etf, but i think what's so compelling about owning caterpillar is this is how you're able to play in the global story, in the global economic recovery that's going on. >> and onsh
steve weiss has sat down. i think he's all checked in. as we say in the business. i'm glad you're here before the end of the first segment because we're talking about this incredible record run we've been on, what places we should be. you bought more caterpillar so you're sort of playing this broadening market. >> the focus is on the cut in rates whenever it happens, whether it's this year, whether it's early next year. so march will broaden out. cat is still inexpensive, particularly...
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May 10, 2024
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i agree with everything steve said he gave us a green light >> so, weiss, new buy for you out of tech -- in tech, not out of you bought asml. tell us why. >> i owned it and after they reported, i thought it would take a while to recover. it was still expensive and if you recall what i said was i'll come back the third and fourth quarter when their order book was going toballoon for 2 basis points based on new ev technology but i was clearly wrong in selling it it's not near the size position that it was. this is one i will decide if it's run too fast, too soon. longer term, the question for me is, unfortunate it's relatively small for me, it's a trading position do i size up on it i'd love to get the opportunity to size up lower from the third or fourth quarter on, i'm likely to stay there and pick my spots to build it up >> do you agree with the pasquariello point of view, do not pick a fight with the best partici parts of the market? do not convince yourself why it may be time to take your eye off of that ball he's urged you to keep your eye on the ball. >> i agree wholeheartedly. t
i agree with everything steve said he gave us a green light >> so, weiss, new buy for you out of tech -- in tech, not out of you bought asml. tell us why. >> i owned it and after they reported, i thought it would take a while to recover. it was still expensive and if you recall what i said was i'll come back the third and fourth quarter when their order book was going toballoon for 2 basis points based on new ev technology but i was clearly wrong in selling it it's not near the size...
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May 13, 2024
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steve weiss, final trade >> i just think with two binary events it's helpful to take some protection hedge and selling the q short. >> jenny >> 3m, it was mentioned in barron's this weekend. a couple of analysts say love is coming back in this as the story's gotten a let cleaner. >> teradyne, good positive, technical momentum. >> i'll see you on "the closing bell". >> "the exchange" is now. >> thank you very much, scott and welcome to "the exchange." i'm kelly evans and here's what's ahead. >> roaring kitty and the dreaded "s" word and what it says about the health of this rally and how you want to be positioned from here plus apple, google, microsoft they're all gearing up for developer conferences coming up and open ai's live spring event is kicking off right now they are reportedly nearing a deal with apple to put chatgpt on iphones one of our analysts says apple needs an a
steve weiss, final trade >> i just think with two binary events it's helpful to take some protection hedge and selling the q short. >> jenny >> 3m, it was mentioned in barron's this weekend. a couple of analysts say love is coming back in this as the story's gotten a let cleaner. >> teradyne, good positive, technical momentum. >> i'll see you on "the closing bell". >> "the exchange" is now. >> thank you very much, scott and welcome...
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May 17, 2024
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joining me for the hour jenny harrington, jason snipe, kevin simpson, steve weiss all at post 9. the dow pacing for five up weeks in a row. guys, yields have really stabilized. that's been part of the story. i love what i read today, jenny, about investors striking gold, so to speak, all over the place, that investors have rarely had it this good. i want you to take a look at this wall that we made to show you what we've done over the last six months. and i say far more than stocks and you will see why. because, there you go. the s&p is up 17% as is the russell. the dow good for 14%. far from just that, copper, 34%. have you been invested around that? made a lot of money as with silver and gold. bitcoin, of course, has rallied back up 82%. pretty good to be bullish. >> pretty good. so we went into this year saying that there's really going to be two things -- and that wall is a beautiful thing. i love seeing comer, i love seeing gold, but the reality is the only two things that are really going to drive the market this year are earnings growth and falling interest rates because f
joining me for the hour jenny harrington, jason snipe, kevin simpson, steve weiss all at post 9. the dow pacing for five up weeks in a row. guys, yields have really stabilized. that's been part of the story. i love what i read today, jenny, about investors striking gold, so to speak, all over the place, that investors have rarely had it this good. i want you to take a look at this wall that we made to show you what we've done over the last six months. and i say far more than stocks and you will...
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May 1, 2024
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weiss. we're green on the dow, in the red on the s&p 500, and the nasdaq's given back .5%. we know what's on the table, though, don't we the fed this afternoon looming large. joe, all sorts of questions about the economy, the rally, rate cuts, and everything else how should we be thinking about this before we get to big news about your rebalancing of the etf? >> i think the firm landing is here i said that haft week. i continue to see moderation in the economic numbers i'm hearing commentary on the part of ceos, certainly what we heard from starbucks last night that the consumer is becoming more cost conscious. the effect of higher rates, the effect of inflation is real. it's impacting lower income -- lower income consumers, and i don't think without question you could avoid that ultimately what does that mean i know some people have suggested, well, maybe the federal reserve puts on the table a possible one more ratea and ultimately what they deliver to markets i don't think is going to be
weiss. we're green on the dow, in the red on the s&p 500, and the nasdaq's given back .5%. we know what's on the table, though, don't we the fed this afternoon looming large. joe, all sorts of questions about the economy, the rally, rate cuts, and everything else how should we be thinking about this before we get to big news about your rebalancing of the etf? >> i think the firm landing is here i said that haft week. i continue to see moderation in the economic numbers i'm hearing...