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Today on

No pushback on Fin TV from: * The most heavily owned stock of the entire parade of panelists - $NVDA (a dog was named for the company). Yes, its a dog with fleas (h/t the movie Wall Street). * Hosts get too close to managements of Salesforce $CRM and $NVDA - favoring access over viewers' financial well being. (I have written 274 columns in a series on @thestreetpro "More Tales From Nvidia".) * The panelists (and the strategist appearing daily in the afternoons) who were highly confident in the memory and chip stocks outlook. How can Farmer Jim (and the others) not be asked about $MU after all the other investment boners (like $ADBE $ORCL $CLF Paramount, etc)? "The wise does in the beginning what the fool does at the end." - Warren Buffett It is clear that no one takes ownership, the network doesn't timestamp panelists' recommendations and there is rarely (if ever) pushback by the shows' moderators. After all this it is clear nothing will change - not the formulaic programing and not the guests (get used to @fundstat defending ethereum/bitcoin and the markets daily, soon followed by @DivesTech. It appears there will never be contrary discussion, discourse and debate. The foul stench of "group stink" is pervasive. As Grandma used to say, "Dougie, its a big fat waste of time." @TheJudgeCNBC @HalftimeReport @KeithMcCullough @HedgeyeDJ

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Yesterday on

Bank of American removes Micron $MU and others from their top stock pics.... What does Farmer Jim (who confidently bought $MU from $1100 to $725 (in a period of a few weeks!) know that Bankamerica knows? "What the wise do in the beginning, fools do in the end," - Warren Buffett When in the public arena and making public investment recommendations -- explanations should be given with regard to very poor decisions. As such, I dont view this tweet as ad hominem. It is reasonable to ask for an answer and response. There is nothing wrong about being wrong - as long as one take ownership and doesn't bullshit in an explanation for the mistake. If Farmer Jim or anyone on @CNBC disagrees with me please speak up. As for me I am often wrong and always in doubt. I deliver my ideas in real time @thestreetpro and take ownership for my lowers and try to explain when and why I err. @jlebenthal @HalftimeReport @KeithMcCullough @HedgeyeDJ @andrewrsorkin @tomkeene @squawk @HalftimeReport @TheJudgeCNBC

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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

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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

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4d ago on

Enough already Judge @TheJudgeCNBC @HalftimeReport How can you allow Farmer Jim @jlebenthal from getting away from the fact (we have the videos) that he confidently endorsed memory and semis when he confidently purchased $MU at $1100, then $900 and then $800. Last sale $690. He is still a buyer. His $MU is not in isolation. $ADBE $ORCL $CLF Paramount, the lists is long. How can Farmer Jim not say.. "I was wrong." How can you not ask him about his risk management? You don't timestamp panelists' recommendations. Do you have any criteria in keeping panelists? Your network lets these talking heads polish their images because they want to sell a service or gather assets. But what about your most important stakeholder, your viewers? Is access to your panelists and guests so important? I am sorry Scott but @CNBC is complicit by not pushing back and by not preparing your viewers for what has happened. If you or anyone else think I am ad hominem please explain why and I will back off. But I am an advocate for your vieers. @KeithMcCullough @HedgeyeDJ