45 min listen
Positioning into Rates Hikes & Biggest Earnings Week 10/31/22
FromHalftime Report
ratings:
Length:
45 minutes
Released:
Oct 31, 2022
Format:
Podcast episode
Description
The Dow on pace for its best month since the 1970’s, Frank Holland and the Investment Committee discuss the best way to position your portfolio ahead of the Fed and the busiest week of earnings. Plus, Morgan Stanley cutting estimates on some chip names, the Committee take their positions in the sector. Also, biotech breaking out. And later, the Committee shares their latest moves as October closes out.
Released:
Oct 31, 2022
Format:
Podcast episode
Titles in the series (100)
Tale of Two Mega-Cap Techs: Microsoft hitting all-time highs, but Amazon trading at two-month lows. Scott Wapner and the investment committee debate which mega-cap name means more to this market right now. Plus, Josh Brown just added a new stock to his portfolio. He joins the committee to reveal the names and explain why he bought it. And later, Pete Najarian gives us his latest trades in Unusual Activity. by Halftime Report