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Clips From Today’s Halftime Report

 Markets rose in hopes of a Fed pivot from CNBC. Watch CNBC’s ‘Halftime Report’ investment committee weigh in on claims of peak inflation from CNBC. Final Trades: Freeport-McMoRan, Broadcom, Netflix & more from CNBC. Evercore’s bullish call on cybersecurity from CNBC.

Clips From Today’s Halftime Report

The ‘Halftime Report’ investment committee weighs in on the mega-cap tech slump from CNBC. ‘Halftime Report’ investment committee debates Citadel’s Ken Griffin and his 60/40 portfolio strategy from CNBC. Inside Credit Suisse’s bearish call on commodities from CNBC. Final Trades: Salesforce, Volkswagen, Booz Allen & more from CNBC.

Value Creation

From where I sit, everything about the current market environment has now gotten better for investors than the environment one year ago today.