BrynTalkington @BrynTalkington Twitter profile

Last Seen Profiles

@BTCMFS

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@DomiOnline

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@Miniwrldbitch

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@JakeSymbol

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@ethpdx

@_chattu_sai

@belalhosian12

@MJStromberg

@kmQp6xbXhttREeu

BrynTalkington

@BrynTalkington

2 years

So much fun to be back in studio with the awesome @HalftimeReport team and @ScottWapnerCNBC Real life is good ! ❤️NYC

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BrynTalkington

@BrynTalkington

2 years

Hanging with the dynamic duo @jonnajarian and @petenajarian at Rebel Con

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BrynTalkington

@BrynTalkington

1 year

What a treat to get to see my buddy @jimcramer in H-Town! @FosforoMezcal is selling like prohibition starts tomorrow! Fósforo + lime + tajin = Great way to start Saturday night.

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BrynTalkington

@BrynTalkington

2 years

Too good not to share. Which product has more growth potential Zoom or Spam?

Bespoke

@bespokeinvest

2 years

At 28, Zoom Video $ZM now has a lower price to earnings multiple than Hormel (spam), Hershey (chocolate), Clorox (bleach), McCormick (spices), and Church & Dwight (baking soda).

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BrynTalkington

@BrynTalkington

1 year

Even though we got bumped by Congress who weren’t even asking Chairman Powell any relevant questions, had a great time hanging with the always amazing @Karen_Firestone

CNBC Halftime Report

@HalftimeReport

1 year

Join Scott Wapner and the committee today at 12p ET on #HalftimeReport

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BrynTalkington

@BrynTalkington

1 year

Back at ya! Nobody knows tech or epic shoes better than 👇🏼 @DivesTech #1995 !

Dan Ives

@DivesTech

1 year

Great to be seeing my good friend @BrynTalkington in NYC for coffee! What a great way to end the week.

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BrynTalkington

@BrynTalkington

3 years

To put some math to this @DavidSacks Total US debt is ~$30trillion. For every 1% average yield across the treasury yield curve thats $300 billion in annual int expense. Yikes!

David Sacks

@DavidSacks

3 years

Inflation is out of control and the Fed can’t effectively fight it because a rise in interest rates would make US debt service costs prohibitive.

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BrynTalkington

@BrynTalkington

2 years

One of the best songs ever (if you grew up in the 80s)

Carl Quintanilla

@carlquintanilla

2 years

“A lot of young people have been raised on our music .. or rather, had it forced upon them by their parents.” - Roland Orzabal, 61 years old today. 🎂 “Everybody Wants to Rule the World” (1985) @tearsforfears

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BrynTalkington

@BrynTalkington

2 years

This was so great. 😂😂

Kristina Partsinevelos

@KristinaParts

2 years

The best end of segment w/ Leon Cooperman and @ScottWapnerCNBC on @CNBCOvertime . (Thumbnail really sells it)

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BrynTalkington

@BrynTalkington

2 years

“There are decades where nothing happens; and there are weeks where decades happen” Sure seems like it’s been one of those weeks.

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BrynTalkington

@BrynTalkington

2 years

Inflation is like toothpaste. Once it’s out, it’s hard to put back in. - Karl Otto Pohl (h/t @bespokeinvest )

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BrynTalkington

@BrynTalkington

7 months

Stock market cycles often rhyme throughout history, shaped by monetary policy, consumer spending, and herd behavior. via @visualcap

Visualizing 60 Years of Stock Market Cycles

Stock market cycles often rhyme throughout history, shaped by monetary policy, consumer spending, and herd behaviour.

www.visualcapitalist.com

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BrynTalkington

@BrynTalkington

3 years

QOTD:

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BrynTalkington

@BrynTalkington

2 years

“Interest rates are like gravity on valuations. If interest rates are nothing, values can be almost infinite. If interest rates are extremely high, that’s a huge gravitational pull on values.” - Warren Buffet (h/t @bespokeinvest )

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BrynTalkington

@BrynTalkington

2 years

“For every $1 Apple spends on operating costs, it generates $6.80 in revenue. For every $1 Meta spends on operating costs, it generates $1.17 in revenue.” - @johnauthers (quoting Mirarbaud Equity Research) (h/t @themarketear )

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BrynTalkington

@BrynTalkington

3 years

Happy 10th anniversary @HalftimeReport and @ScottWapnerCNBC I’ve been a big fan since the beginning. Cheers to another 10 years!!!

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BrynTalkington

@BrynTalkington

2 years

“When the information changes, we change our mind sir, what do you do?” - The👇🏼narrative is nonsensical and so political.If the WH would embrace U.S. energy companies instead of being passive/aggressive and blaming them , short/mid/long term U.S.wins!

Secretary Jennifer Granholm

@SecGranholm

2 years

“The oil and gas industries have millions of acres leased. They have 9,000 permits to drill onshore that are already approved. They are not using them for production now. That’s their decision. These are the facts.” - @POTUS

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BrynTalkington

@BrynTalkington

3 years

What a class act! What a cool surprise!!

Joe Pompliano

@JoePompliano

3 years

Sara Blakely sold fax machines door-to-door and started Spanx with $5,000 in savings & no experience. She never raised money & has now sold a majority stake in the brand at a $1.2 billion valuation. The best part? The gift she gave her 500+ employees to celebrate. Amazing 🙏

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BrynTalkington

@BrynTalkington

1 year

Meant to say “only two companies since 2000 have remained in the top 10 of the S&P 500 MSFT & JNJ “ 🤪

CNBC's Closing Bell

@CNBCClosingBell

1 year

"Microsoft is operating on all cylinders," @BrynTalkington . "When you look at the platform they're creating...relative to Amazon and Google...Microsoft is a cloud company, they are an office, they are gaming...and they're AI...this was a watershed moment for Microsoft."

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BrynTalkington

@BrynTalkington

1 year

Great way to spend Friday with the Halftime crew. Fun fireworks w Steve (as usual:)).

CNBC Halftime Report

@HalftimeReport

1 year

Missed today's #HalftimeReport ? Follow the podcast! Scott Wapner and the Investment Committee debate the growth trade rollover and whether the early year rally is on its last legs.

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BrynTalkington

@BrynTalkington

1 year

Love it when the good guys/gals win. What a great team!

Jenny VL Harrington

@GilmanHill

1 year

NEUBERGER BERMAN HIRES SHANNON SACCOCIA AS CHIEF INVESTMENT OFFICER FOR NB PRIVATE WEALTH I don’t know who is luckier, ⁦ @ShannonSaccocia ⁩ or ⁦ @neubergerberman ⁩! This is a PERFECT match. Congratulations to all. NB’s clients just got very lucky!

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BrynTalkington

@BrynTalkington

2 years

As a day 1 listener to @theallinpod this episode was in my top 10 from an “aha moment” The range of topics they cover in an hour is perfection. The sham that student loans aren’t forgiven in bankruptcies, to the fascinating advancements in gut biome.

David Sacks

@DavidSacks

2 years

The need for wide-scale student loan forgiveness is confirmation that universities have a negative ROI in a huge number of cases.

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BrynTalkington

@BrynTalkington

2 months

As always, @RickRieder is full of great stats. IPO calendar only $13 billion but the bazooka of mega cap buybacks is in full force - well over $300billion (Apple alone is over 1/3 of that).

CNBC's Closing Bell

@CNBCClosingBell

2 months

"Earnings are actually pretty good...it's pretty impressive," says @RickRieder . "People underestimate you've got an incredible technical in equities...Could you get another 10-15% of the equity market this year? I don't think it's much of a stretch at all."

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BrynTalkington

@BrynTalkington

2 years

Hmmm….just missing three 000’s and GM will overtake Tesla on deliveries.

World of Statistics

@stats_feed

2 years

Electric vehicles delivery in Q1 2022: GM - 457 Tesla - 310,048

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BrynTalkington

@BrynTalkington

3 years

👏🏼👏🏼 @theallinpod Thank you for doing this and for fun! @Jason = the glue. Everyone’s bestie and makes the show! @DavidSacks and @chamath are the statesman we wish our politicians would be and @friedberg - thank you for trying to solve the hardest problems out there!

@jason

@Jason

3 years

49th most popular podcast episode in the world?! That's nuts!

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BrynTalkington

@BrynTalkington

2 years

In this type of market your own investor psyche is just as important as your allocation. Barry Bannister, Chief Equity Strategist, at Stifel sums it up. “The stock market will find your own weakest personal trait, and then do everything in its power to use it against you.”

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BrynTalkington

@BrynTalkington

1 year

Great to be making my motion picture debut this September in “Dumb Money.” Is there an Oscar category for wordless cameos in a trailer? Movie looks epic! 🤪🏆🌠

Sony Pictures

@SonyPictures

1 year

You can’t make this $hit up. 🚀💰 Get invested in the insane true story that shocked the world. Watch the @DumbMoneyMovie trailer now! Coming exclusively to movie theaters September 22.

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BrynTalkington

@BrynTalkington

10 months

Coal still leads the charge when it comes to electricity, representing 35.4% of global power generation in 2022, followed by natural gas at 22.7%, and hydroelectric at 14.9%. via @visualcap

What Electricity Sources Power the World?

Coal still leads the charge when it comes to global electricity sources, representing 35% of global power generation.

www.visualcapitalist.com

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BrynTalkington

@BrynTalkington

4 months

Clarification from the below post. My final trade was $COWZ NOT $COWS

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BrynTalkington

@BrynTalkington

1 year

…Or just take $TSLA’s super charger network🤪

Biden Administration Allocates $900 Million for Electric Vehicle Chargers

The president says he wants these devices to be “as easy to find as gas stations are now”

www.smithsonianmag.com

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BrynTalkington

@BrynTalkington

1 year

That is bananas !!!!

Market Rebellion

@MarketRebels

1 year

With a market cap of $2.75T, $AAPL is bigger than most stock markets in the world

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BrynTalkington

@BrynTalkington

1 year

For folks feeling FOMO from YTD high beta gains- good stats from @bespokeinvest *the stocks that were down the most in 2022, have been the top decile returners in 2023, averaging 40% ytd! * The most shorted 10% of companies are up an AVERAGE of 36% ytd. ITS ONLY FEBRUARY 2ND

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BrynTalkington

@BrynTalkington

2 years

If you missed ⁦ @ScottWapnerCNBC ⁩ interviewing Professor Siegel - do yourself a favor and tune in! Prof Siegel speaking the truth. Once again, the Fed is going to oversteer. How can 400 PhD’s continue to get it so wrong?

‎Halftime Report: How Far Will Stocks Fall? 9/23/22 on Apple Podcasts

‎Show Halftime Report, Ep How Far Will Stocks Fall? 9/23/22 - Sep 23, 2022

podcasts.apple.com

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BrynTalkington

@BrynTalkington

3 years

Huge fan of the product, but that doesn’t ever equate into a proper valuation model. Does $PTON completely mean revert and hit its 2019 IPO opening price of $27? Never underestimate the power of mean reversion (aka gravity) in finance.

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BrynTalkington

@BrynTalkington

1 year

Until depositors feel confident the bank crisis will continue, says Requisite Capital's Talkington @CNBC

Until depositors feel confident the bank crisis will continue, says Requisite Capital's Talkington

Josh Brown, Bryn Talkington, Jason Snipe, and Amy Raskin join 'Halftime Report' to discuss Google I/O conference takeaways, top competitors in the A.I race, and Powell's comments on the regional...

www.cnbc.com

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BrynTalkington

@BrynTalkington

1 year

Markets reaction after Powell’s speech

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BrynTalkington

@BrynTalkington

2 years

Can’t wait to hang with 2 of my favorite people @jonnajarian and @petenajarian along with the whole @MarketRebels crew in D-Town!

Market Rebellion

@MarketRebels

2 years

We’re thrilled to announce Bryn Talkington as the next keynote speaker at RebelCon 2022! As Managing Partner of Requisite Capital Management, @BrynTalkington has more than 25 years of in-depth market experience. Catch Bryn’s insights LIVE in Dallas:

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BrynTalkington

@BrynTalkington

2 years

The chart 👇🏼 sums up perfectly the benefits of investing through times of fear. There are two decisions to make if you decide to get out of the market. Selling is easy, it feels good in the moment. Getting back in, is the tough one.

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BrynTalkington

@BrynTalkington

2 years

I read this list at least once a week. Timeless advice from one of the best. We all agree on #10 : Bull markets are more fun than bear markets

Jenny VL Harrington

@GilmanHill

2 years

Tried, true, reassuring and grounding. A 2 minute, timely reminder for all of us - please enjoy! A list that the brilliant @BrynTalkington always keeps front and center on her desk. 10 investing rules tailor-made for tough markets

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BrynTalkington

@BrynTalkington

3 years

Perfect summation by @pboockvar on Sept CPI, “ If one doesn’t eat, drink, drive, buy a car, buy a home, rent a home, furnish a home, buy clothes, send kids to school, send a package in the mail, own a pet, to name a few, you might not have much inflation in your cost of living.”

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BrynTalkington

@BrynTalkington

2 months

Innovation that can execute ALWAYS wins.

Sawyer Merritt

@SawyerMerritt

2 months

BREAKING: Carnival, the world's largest cruise company, today announced that 100% of its ships across its global fleet are now equipped with @SpaceX 's Starlink global internet. Carnival CEO: "Starlink has been a game-changer. We've already seen a surge in guest satisfaction."

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BrynTalkington

@BrynTalkington

10 months

The 25 Best Stocks by Shareholder Wealth Creation (1926-2022) via @visualcap

The 25 Best Stocks by Shareholder Wealth Creation

Accounting for just 0.1% of all public U.S. stocks, these companies have created nearly a third of all shareholder wealth since 1926.

www.visualcapitalist.com

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BrynTalkington

@BrynTalkington

2 years

Too good not to share. Michael Saylor in 2012, talking about his long term view of what the iPhone could be. No one can see around corners, but…

Trung Phan

@TrungTPhan

2 years

Michael Saylor in 2012. Making the long-term bull case for Apple. No beard but still very good.

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BrynTalkington

@BrynTalkington

2 years

Historical data tells us that draw downs of 10-20% are “the price of admission” for equity investors, when those drawdowns occur, they never feel good. The reasons are always different, BUT the feelings are always the same. Don’t turn temporary declines into permanent losses.

Bespoke

@bespokeinvest

2 years

Nasdaq correction down to -14.3% after 1%+ down days every trading day this week. Has quickly closed in on the post-GFC average of -15.2%.

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BrynTalkington

@BrynTalkington

3 years

This is what can happen when your country has to rely on other countries for its critical resources. @SoberLook

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BrynTalkington

@BrynTalkington

2 years

From a return perspective, the second year of a Presidential cycle is the worst of the four, with the average intra-year draw down of -17.1% going back to 1950. We have a ways to go if history is our guide, but guess what happened the next 12 months? (Source: LPL research)

Bespoke

@bespokeinvest

2 years

The S&P 500's 10.4% YTD decline is its worst performance in a mid-term election year through 4/22 since at least WW2. Mid-term years are usually weaker than normal, but not this weak.

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BrynTalkington

@BrynTalkington

2 years

Too much fun to talk shop w the one and only @michaelbatnick and @Downtown Fun to have you both in great state of Texas!

The Compound

@TheCompoundNews

2 years

TCAF episode 73 is out now on our YT channel!🔥 Thanks to @BrynTalkington for joining @michaelbatnick and @Downtown ! Enjoy⏯️💥 🎥

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BrynTalkington

@BrynTalkington

2 years

Always a treat to be on @CNBCOvertime with the Judge and my covered call compadre, @coveredcalls

CNBCOvertime

@CNBCOvertime

2 years

"In the long term, I think the next year out it's going to be more technology. The value trade hasn't actually worked outside of energy this year," says Requisite Capital's @BrynTalkington on long-term outlook.

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BrynTalkington

@BrynTalkington

1 year

Nothing to see here… (h/t @themarketear )

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BrynTalkington

@BrynTalkington

1 year

Always great to talk stocks with the crew on @HalftimeReport . In case you missed it. Check out the pod!

CNBC Halftime Report

@HalftimeReport

1 year

Missed today's #HalftimeReport ? Follow the podcast! With stocks about 15% off their October lows, Scott Wapner and the Investment Committee debate if the chances of a soft-landing are growing and what that would mean for stocks from here.

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BrynTalkington

@BrynTalkington

11 months

Yep. Spot on. That is the question. Its always a pleasure to be on with this crew! Can we actually go from well over a decade of zero rates, leap frog to 5.25%+, stay at 5.25% + and just start a new expansion? If we do, it will be because we have one heck of a strong economy,

Thomas (Tom) Lee (not drummer) FSInsight.com

@fundstrat

11 months

Great speaking with @carlquintanilla and @BrynTalkington @JohnRMowrey - to me, the most important revelation from today is whether a new expansion is starting That’s all @fs_insight

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BrynTalkington

@BrynTalkington

2 years

What a treat for Barron’s readers this week! Top dividend ideas from 2 great investors @GilmanHill and @Stephanie_Link

Jenny VL Harrington

@GilmanHill

2 years

Looking for dividend investing ideas from me, @Stephanie_Link & a few other TOP NOTCH PMs? Enjoy this terrific piece by @lawlcs @barronsonline How to Choose Dividend Stocks for Retirement. And 12 Picks Wall Street Pros Like to Get Started.

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BrynTalkington

@BrynTalkington

2 years

Some great debates on the show today. In case you missed it 👇🏼

CNBC Halftime Report

@HalftimeReport

2 years

Missed today's #HalftimeReport ? Follow The Podcast Scott Wapner and the Investment Committee dive in to yesterday’s Fed meeting and what it means to the market and your money.

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BrynTalkington

@BrynTalkington

2 years

As earning seasons kicks into high gear, remember, in the short term it doesn’t matter what the companies earnings are. All that matters is what multiple THE MARKET is willing to pay for those earnings.

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BrynTalkington

@BrynTalkington

2 years

Only thing working ytd is the sector everyone loves to hate @bespokeinvest

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BrynTalkington

@BrynTalkington

2 years

And that’s JUST AirPods! Amazing !

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BrynTalkington

@BrynTalkington

2 years

Which translates to a YOY to 8.2%. B/c of the way the # is calculated to get to 5%, much less 2%, will just take time. This number if accurate shows the stickiness of inflation.

Liz Ann Sonders

@LizAnnSonders

2 years

CPI nowcast from ⁦ @ClevelandFed ⁩ currently has inflation coming in at +0.31% m/m

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BrynTalkington

@BrynTalkington

1 year

30 of the top 50 most visited websites in the world are US companies (the epicenter of innovation) - the dominance of Google + You tube is staggering.

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BrynTalkington

@BrynTalkington

1 year

Love the leg up while he is playing. Lots of magic happening with the kids of H-town.

The Jazz Estate

@thejazzestate

1 year

A recent performance by 11-year-old multi-instrumentalist Traevon Narcisse in Houston, Texas.

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BrynTalkington

@BrynTalkington

1 year

One of my favorite websites is @VisualCap - they epitomize “a picture is worth a 1000 words” Great recap of what “the consensus” (which is most likely wrong:)) is thinking Prediction Consensus: What the Experts See Coming in 2023 via @VisualCap

Prediction Consensus: What the Experts See Coming in 2023

Using our database of 500+ predictions from reports, articles, interviews, and more, we highlight what experts think will happen in 2023

www.visualcapitalist.com

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BrynTalkington

@BrynTalkington

3 years

This is the conversation that needs to be had. Well said!

Lawyerforlaws

@lawyer4laws

3 years

This is Leadership ~

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BrynTalkington

@BrynTalkington

1 year

Well played by Microsoft. Innovation drives returns.

Jenny VL Harrington

@GilmanHill

1 year

Today's office entertainment has been feeding dividend ideas to #ChatGPT OMG! Check out the poem that it wrote about dividends! 😲 Dividend investing, a strategy so sound A steady stream of cash, that always astounds No need to chase the latest trend or fad Just sit back....

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BrynTalkington

@BrynTalkington

4 months

Just amazing. 👏🏻👏🏻👏🏻 to @Neuralink team.

Elon Musk

@elonmusk

4 months

Livestream of @Neuralink demonstrating “Telepathy” – controlling a computer and playing video games just by thinking

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BrynTalkington

@BrynTalkington

2 years

Rents+ basket “other” continue to dominate CPI while the “transitory” covid related components(used cars, rentals, lodging, apparel)collapsed.Wage growth still the highest in decades + labor market remains incredibly tight + can’t continue to drain the SPR = unchartered waters

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BrynTalkington

@BrynTalkington

1 year

Lots of fireworks today w a couple eye rolls sprinkled in. In case you missed the show 👇🏼

CNBC Halftime Report

@HalftimeReport

1 year

Missed today's #HalftimeReport ? Follow the podcast! Scott Wapner and the Investment Committee discuss the road ahead for your money, as Wall Street awaits the Fed rate decision.

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BrynTalkington

@BrynTalkington

11 months

Nvidia vs. AMD vs. Intel: Comparing AI Chip Sales via @visualcap

Nvidia vs AMD vs Intel: Comparing AI Chip Sales

The generative AI boom is powered by processors. How have AI chip sales grown over the last two years among Nvidia vs AMD vs Intel?

www.visualcapitalist.com

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BrynTalkington

@BrynTalkington

2 years

Almost everything was up in this report: Services +.6% m/o/m, medical costs (shocking) + .7%, Rent of course (we already knew that) +.7%. Etc, etc - everyone predicting inflation was going to collapse sure got this number wrong.

Market Rebellion

@MarketRebels

2 years

CPI Numbers: CPI 8.3% y/y, Exp. 8.1% CPI Core 6.3% y/y, Exp. 6.1% CPI 0.1%, M/M, Exp. -0.1% CPI Core 0.6% M/M, Exp. 0.3%,

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BrynTalkington

@BrynTalkington

9 months

#GOAT #Houstonproud

NBC Olympics & Paralympics

@NBCOlympics

9 months

The floor routine that gave Simone Biles a record-tying sixth world all-around title. 👑 She now holds the record for the most combined world and Olympic medals (34).

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BrynTalkington

@BrynTalkington

2 years

Just out from Atlanta Feds GDPNowcast estimate for Q2 GDP : -1%…yet Fed sees no signs of slowing economy? 🤔

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BrynTalkington

@BrynTalkington

3 years

@fundstrat continues to be one of my top must read daily research notes (and Tom Lee is such a nice person!) Another great call on keeping a close eye on Israel.

Carl Quintanilla

@carlquintanilla

3 years

“COVID-19 has been obliterated in Israel,” says @fundstrat . Daily cases have plunged from 1,200 .. to just 39. The rollover began as vaccine penetration hit 26% — a level the US is now approaching. “If Israel is a template, US cases are set to rollover in a sustained way soon.”

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BrynTalkington

@BrynTalkington

2 years

Before we all get too excited …h/t ⁦ @bespokeinvest ⁩

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BrynTalkington

@BrynTalkington

2 years

How many billions of dollars have been created since 1961 off this simple yet incredibly satisfying “brick.” As a creator/inventor don’t forget the sophistication in simplicity.

World of Engineering

@engineers_feed

2 years

On this day in 1961: Lego brick patented.

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BrynTalkington

@BrynTalkington

2 years

Great crew on today’s show!

CNBC Halftime Report

@HalftimeReport

2 years

Join @MelissaLeeCNBC and the committee today at 12p ET on #HalftimeReport @ShannonSaccocia @terranovajoe @jlebenthal @Michael_K_Farr @BrynTalkington

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BrynTalkington

@BrynTalkington

2 years

Tech firm layoffs grab all of the headlines, but only represents about 2% of US workforce. With 3.5 mm workers short nationally, can a recession be contained to Silicon Valley?

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BrynTalkington

@BrynTalkington

3 years

Such a great photo of two AMAZING people. Read this book w a highlighter for sure. SUCH great insights.

Jenny VL Harrington

@GilmanHill

3 years

I often dream of, one day, writing an investment book. 100% seriously, it’d be a waste of time - nothing can top Charley Ellis’s Winning the Loser’s Game - just out in its 8th Edition. Eternally thankful to call this brilliant and kind man a treasured friend & mentor.

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BrynTalkington

@BrynTalkington

2 years

A picture tells a 1000 words. Really quite incredible.

App Economy Insights

@EconomyApp

2 years

Apple Services made $19.2 billion last quarter. It was more than: 🔴 Netflix $NFLX 🟠 Mastercard $MA 🟢 Spotify $SPOT 🟣 HBO Max & Discovery+ $WBD Combined. $AAPL

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BrynTalkington

@BrynTalkington

1 year

👇🏼 is BANANAS!!!! - my best time is 3:20 (minutes not hours🤪)

Rubik's

@Rubiks_Official

1 year

Watch as @maxfast23 breaks a brand new World Record for the 3x3x3 single solve at just 3.13 seconds ! Mind blowing. Join us as we congratulate and celebrate Max and his huge achievement! #RubiksCube #WorldRecord #TwistTurnLearn #MaxPark #TheSpeedcubers

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BrynTalkington

@BrynTalkington

1 year

Great show with one of the best investors and 5th bestie @altcap ! Definitely a must listen.

CNBC Halftime Report

@HalftimeReport

1 year

Missed today's #HalftimeReport ? Follow the podcast! Scott Wapner and the Investment Committee are joined by super investor Brad Gerstner @altcap to debate what the huge earnings night means for the tech trade specially after Meta’s blowout report.

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BrynTalkington

@BrynTalkington

2 years

Although the US consumer is “currently” in good shape, first time homebuyers are getting massively squeezed on both price and monthly payments. Then add food and energy inflation into the mix. (H/T @SoberLook )

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BrynTalkington

@BrynTalkington

15 days

Life goals!!! ❤️this

Mirthful Moments

@moment_mirthful

17 days

@MattWallace888 Age is just a number.. 🎉❤️

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BrynTalkington

@BrynTalkington

2 years

Maybe inflation and a recession are not mutually exclusive? - Does the Fed think about the stickier, less interest rate sensitive components (food,energy)? Can’t print food or hydrocarbons.Also, every 1% rise in rates adds $240 BILLION in int expense to our budget=LT GDP⬇️

Sven Henrich

@NorthmanTrader

2 years

30 year fixed mortgage rate from 2.83% to 7.12% in 15 months. The Fed sees nothing but positive GDP growth.

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BrynTalkington

@BrynTalkington

3 years

I like,“ we are drowning in information and starving for knowledge”

Elon Musk

@elonmusk

3 years

“We are choked with news and starved of history” – Durant

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BrynTalkington

@BrynTalkington

2 years

Great show today with some of my favorite folks @Jason_Snipe @jlebenthal and @Downtown Jim keep up the great research!!!

CNBC Halftime Report

@HalftimeReport

2 years

Missed today's #HalftimeReport ? Follow the podcast! Scott Wapner & the Investment Committee debate the trajectory of the market as the Dow is on pace for a weekly loss. A big divide in the Committee on where the market is going from here, we dive in.

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BrynTalkington

@BrynTalkington

2 years

“The year-to-date decline through June is on pace to exceed the prior worst first half performance by a factor of almost FOUR dating back to 1976…total wealth destruction between stocks and bonds topped $15 TRILLION”- @bespokeinvest This is a massive negative wealth effect.

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BrynTalkington

@BrynTalkington

2 years

On September 20, the GDPNow model estimate for real GDP growth in the third quarter of 2022 is 0.3 percent, down from 0.5 percent on September 15. - moving in the wrong direction

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BrynTalkington

@BrynTalkington

2 years

An important chart 👇🏼One of the reasons an economy slows is the velocity of money decreases ( money changing hands) which causes economic activity to slow. The Fed will succeed in their intent to slow the economy.

Lyn Alden

@LynAldenContact

2 years

Based on a number of metrics, banks' overall lending willingness is in contraction, and resembles what tends to happen leading into recessions. Of course, every cycle is different and has its own nuances.

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BrynTalkington

@BrynTalkington

2 years

What a great life hack!

Doomberg

@DoombergT

2 years

OMG

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BrynTalkington

@BrynTalkington

3 years

It’s going to be a crypto Christmas 🦄🤶🏻

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BrynTalkington

@BrynTalkington

2 months

Love the seamless language translation. Very cool.

Lior⚡

@AlphaSignalAI

2 months

Today OpenAI released GPT-4o. It's the JARVIS we all dreamed of. The 5 most incredible examples so far:

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BrynTalkington

@BrynTalkington

1 year

@fundstrat @BuyDipShortHigh @HalftimeReport @ScottWapnerCNBC @terranovajoe Long time fan/subscriber of @fundstrat ! Year end price targets are notoriously difficult to get right (which was the context). Tom and @MarkNewtonCMT are 2 of my favorite investors.

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BrynTalkington

@BrynTalkington

2 years

Fantastic event, perfect weather and a great time to be with the @HalftimeReport crew during @FutureProofAC - if only CPI would play along, would have been the perfect day. Great interview by @ScottWapnerCNBC with @TruthGundlach - always keepin’ it real

Scott Wapner

@ScottWapnerCNBC

2 years

How it’s going

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BrynTalkington

@BrynTalkington

2 years

Exclusive: Saudi Arabia doubles Q2 Russian fuel oil imports for power generation | Reuters

Exclusive: Saudi Arabia doubles second-quarter Russian fuel oil imports for power generation

Saudi Arabia, the world's largest oil exporter, more than doubled the amount of Russian fuel oil it imported in the second quarter to feed power stations to meet summer cooling demand and free up the...

www.reuters.com

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BrynTalkington

@BrynTalkington

2 years

They are so cute!

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BrynTalkington

@BrynTalkington

3 years

Congrats @CathieDWood on the well deserved 100 Most Influential Women in Finance ! Keep blazing your trail!!! ARK’s Cathie Wood Disrupted Investment Management. She’s Not Done Yet.

ARK’s Cathie Wood Disrupted Investment Management. She’s Not Done Yet.

The founder of ARK Investment Management is upending the status quo with her innovative approach to stock-picking. Why recent setbacks don’t scare her—or her fans.

www.barrons.com

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BrynTalkington

@BrynTalkington

1 year

@MarkNewtonCMT Great commentary (as usual). Food for thought: March of 2020, money market assets spiked (historically telling you to buy into the fear). Today money isn’t necessarily coming out of equities, instead, coming out of bank deposits. On average bank deposits yield .40bp vs treasury

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BrynTalkington

@BrynTalkington

2 years

How quickly the narrative changes. This is a great read.

Facing Texas pushback, BlackRock says it backs fossil fuels

At the risk of being dropped from Texas pension funds, BlackRock Inc has ramped up its message that the world's largest asset manager is a friend of the oil and gas industries.

www.reuters.com

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BrynTalkington

@BrynTalkington

1 year

So exciting! @JohnIsner is a total legend. Rock n Roll tomorrow!🏆🎾

Dallas Open

@DALOpenTennis

1 year

👏 Take 👏 a 👏 bow Fifteen years since his first @atptour final, John Isner has now reached his 31st. #DALOpen | @JohnIsner

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BrynTalkington

@BrynTalkington

2 years

Thanks for the shout out my friend @jonnajarian In August ‘21 we wrote “Pixie Dust and Fairy Tales” our thesis on why the IEA’s “Net Zero by 2050” was well intentioned BUT completely unrealistic. Validated our thesis and energy felt like a fat pitch after that.

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BrynTalkington

@BrynTalkington

1 year

Informative walk thru history on the intertwined relationship between banks and our government. Great Sunday read from @wesbury ; interesting how much banks earn these days just parking reserves at the Fed🤔