NeutralCATCaterpillarCaterpillarCRWVCoreWeave, Inc.CoreWeave, Inc.MUMicron TechnologyMicron Technology

3d ago on

I am just so tired of the bullshit in the business media. I call BS, not in generalities or as an ad hominem attack, but by providing their own comments in the videos archived on their own website. The victim is always the retail viewer who believes the BS because, well... they are on TV. My roots are in consumer advocacy started with being a "Nader Raider" when I was 22 years old. Then, as a professional I was interviewed more than 50x by Barrons Alan Abelson - mostly pointing out market and company excesses (again to protect the average joe). Strategists, guests, panelists, money managers and analysts in the business media suffer from "Group Stink" - enjoying the comfort of the herd. This has stuck with me. I am always concerned that the little guy gets a fair shake and is not taken advantage of. I see Fin TV, at times (especially at or near tops) as a value destroyer when the tide has begun to recede because there is no accountability (just look at @jimlebenthal repeated picks like $MU $1100 to $700 in a nano second, or $CAT from Weiss or $CRWV etc), time stamps and common sense - as panelists and guests polish their images by taking no ownership of magnificent losing ideas, etc. The same applies to soft ball interviews with company managements. When correspondent at CNBC Rooney interviewed Sam Bankman Fried one month before he was jailed - that was the final straw for me. Make no mistake I have no concession on the truth - but I am transparent (and timestamp in real time on @thestreetpro.com), freely admit my mistakes (which are many) - but perform bona fide analysis and am rigorous in modelling companies. And when I challenge someone like @jonnajarian (as I did this morning) about non market comments... its not about politics - its about being hypocritical. @KeithMcCullough @RPKInvestor @HedgeyeDJ

NeutralCATCaterpillarCaterpillarBABoeingBoeingINTCIntelIntelMUMicron TechnologyMicron TechnologyNVDANVIDIANVIDIAORCLOracleOracle

4d ago on

Says the guy who top ticked $NVDA and the rest of large cap tech and who confidently recommended of $ORCL $INTC $MU $CAT $BA Paramount et al... "Physician, heal thyself." - Luke 4:23 Is there any stated criteria in the selection of panelists? If so, how is @jlebenthal still a panelist? @TheJudgeCNBC Why aren't panelists recommendations time stamped so viewers can evaluate who is value added and who is not worth listening to? Do panelists on the show EVER say.. "I was wrong." Finally what is each panelists' investment process and methodology - what distinguishes them and qualifies to give recommendations on the most important business platform extant? PS I, too, attended Princeton - but they never taught risk management of stock portfolios. They did at Wharton (where I also attended)... but it wasn't in Dr. Jeremy Siegel's classes! We are but five percent off the all time high in the S and P but, with the tide going out, many are exposed already as swimming naked. What do you suppose will happen with their recommendations in a ten to twenty percent drawdown? We all make mistakes - I am often wrong and always in doubt. But I don't pretend to be right all the time and I take ownership of my errors. I model companies and try to deliver analytical rigor. I don't bring these investment boners up because I am attacking you personally. Rather, I am being an advocate to the retail viewer @cnbc - to protect them from non rigorous investment recommendations that ma not be an outgrowth of disciplined and rigorous analysis. If you or anyone else on @CNBC wants to dispute this or believes I am being ad hominem, please tell me why as I can always learn. @TheJudgeCNBC @squawkbox @cnbcfastmoney @cnbhalftime @KeithMcCullough @Hedgeye_HGRO @RPKInvestor @HedgeyeDJ @gnoble79 @andrewrsorkin @beckyquick @saraeisen @SullyCNBC @tomkeene @lisaabramowicz1 @ferrotv @annmarie @business @peterboockvar @convertbond @whitneytilson

NeutralCATCaterpillarCaterpillarBROSDutch BrosDutch BrosGEVGE Vernova Inc.GE Vernova Inc.MUMicron TechnologyMicron TechnologyNVDANVIDIANVIDIAOKTASNDKSandisk CorporationSandisk Corporation

5d ago on

If you listen to the shows and joined Farmer Jijm in buying $MU less than three months ago at $1100 (now $715) o followed a very confident Josh Brown in buying $OKTA on October 29 at $219 (now $175) "have at it." Or the other idiotic moves (in $NVDA $CAT, $GEV $BROS $SNDK etc).... @KeithMcCullough @HedgeyeDJ @hedgeye

NeutralCATCaterpillarCaterpillarBABAAlibaba Group Holding LimitedAlibaba Group Holding LimitedNFLXNetflixNetflixRDDTRedditRedditSHAKShake ShackShake ShackTTANServiceTitanServiceTitanUBER

1w ago on

Nearly everyone on Fin TV, when interviewed, seem to contend that they called the market right these days and every day. (They polish their image constantly (and cost free on Fin TV) in order to sell a service or gather assets). This charade has been perpetrated longer than the shows Les Miserables or The Fantastiks have been on the Broadway stage. If large cap tech drops violently (most have endorsed MAG7), they say the equal weighted S and P has held up well. Narratives change more swiftly than a shortstop batting .110. * No one ever takes ownership. ($RDDT, $BABA. $CAT, $TTAN, $SHAK, #UBER, $NFLX and the long list of other losers...well, the panelists suffer from amnesia). * No one is accountable. * Since no one time stamps, everyone obfuscates. * No one ever says I got it wrong with the possible exception of my honest friend @guyadami As my Grandma Koufax used to say, "Stock market opinions are like assholes - everyone has one." And moderators rarely pushback on their guests/panelists for fear they will lose their access to their pearls of wisdom. I call B.S. to disingenuous talking heads. As for me I am often wrong and always in doubt. @TheJudgeCNBC @squawkbox @cnbcfastmoney @cnbchalftime @carlquintanilla @saraeisen @andrewrsorkin @beckyquick @tomkeene @annmarie @business @KeithMcCullough @Hedgeye_HGRO @RPKInvestor @HedgeyeDJ @gnoble79 @Convertbond @whitneytilson