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CNBC Fast Money Halftime Report July 11, 2024 - Vimarsana News

CNBC Fast Money Halftime Report July 11, 2024

Markets. Dow is up 181, 30,150, all three of the averages setting record highs today. Shannon, you have made some very interesting moves in your portfolio, both what you have trimmed and what you have added to first to what you have trimmed apple and microsoft. T tell me why. So really two different stories here, scott. First of all, ill start with microsoft. As i talked about on the show, this is our Largest Holding and remains a very high convince for us we still have a lot of confidence in azure and the endtoend software it offers but from a portfolio perspective, it was time to trim apple,...

CNBC Fast Money July 11, 2024 - Vimarsana News

CNBC Fast Money July 11, 2024

At their highest level ever. But the best trade may be emerging far away. The eem is far outpacing the s p 500 over the last three months a nosedive in the dollar it is at its lowest level since april 18 is it time to rotate out of the u. S. And look abroad for the next big trade, tim . It seems like it could be a rerun of creating a globe. These are dynamics we havent seen in a long time. If you look at where the dollar is if you are investing in emerging markets, the currency is at least 50 of your return profile and high yielding currency is a driver of this reality but its the turkish and ...

CNBC The Profit July 11, 2024 - Vimarsana News

CNBC The Profit July 11, 2024

Its leader has an arrogance to match. Mike if i was going to go out and pitch this right now, it would be a very detailed plan. It wouldnt be anything like this. Lemonis im marcus lemonis, and i risk my own money to help businesses. I love investing in american businesses. Woman people are here because i care. Lemonis its not always easy, but i do it to create jobs, and i do it to make money. Do we have a deal . Lets rock and roll. Man yeah lemonis this is the profit. Hatbox is a local hat store in downtown austin and it specializes in any kind of hat. Literally any kind of hat that you can th...

CNBC Fast Money Halftime Report July 11, 2024 - Vimarsana News

CNBC Fast Money Halftime Report July 11, 2024

Theres a live lookin well monditor that for you. The president elect announcing his team today we expect to hear from joe biden at the bottom of the hour and his fed chair nominee, janet yellen josh, i mentioned the dow, best month since 87, russell, best month ever, energy best month since april, industrials best month since 09. Theres a lot of momentum coming into december. Yeah. Look, i think a lot of people are saying this and i actually agree with it and i hate to go along with conventional wisdom but right now it seems as though the biggest risk is that everyones already bullish and ther...

CNBC Squawk Alley July 11, 2024 - Vimarsana News

CNBC Squawk Alley July 11, 2024

Dus good Tuesday Morning i spoke with aws ceo exclusively last night covering a wide range of topics. Youll hear about all hour including Data Warehousing and the emergence of snowflake in that space which by the way runs on aws heres what jasy said about whether there is room enough for snowflake and aws sorry, snowflake competitor from aws red shift in the market. I think its unquestionable that theres room for both snowflake and red shift to be very successful and grow to be very, you know, a lot larger than both of them are today. We launched redshift back in 2012 and it was the first Data...