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CapWealth
Приєднався 24 гру 2020
Federal Reserve Rate Cuts? Market Reactions & Inflation Concerns | Tim Pagliara on CNBC World
In this insightful discussion, Tim Pagliara, Chief Investment Officer at CapWealth Advisors, delves into the financial markets' anticipation of a Federal Reserve rate cut, with future markets strongly betting on an easing cycle beginning in September. Despite inflation remaining above 3%, long-term yields have been stubbornly high, and Pagliara analyzes the potential impacts of these economic factors.
The conversation also explores the market's response to economic proposals from the Harris campaign, including the implications of price controls and new tax rates that could disrupt market stability. Additionally, Pagliara discusses the potential benefits of the AI trade for the energy sector and the growing concentration risks in the market, with a focus on Microsoft’s increased capital expenditures and its recent agreements with Lumen and Corning.
#federalreserve #inflation #investment #aitrade #CapWealth #TimPagliara #financialmarkets #economicoutlook #energysector #microsoft
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The information presented in the video is the opinion of CapWealth Advisors, LLC and does not reflect the view of any other person or entity. The information provided is believed to be from reliable sources, but no liability is accepted for any inaccuracies. This is for information purposes and should not be construed as an investment recommendation. Past performance is no guarantee of future performance. CapWealth Advisors, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission.
The conversation also explores the market's response to economic proposals from the Harris campaign, including the implications of price controls and new tax rates that could disrupt market stability. Additionally, Pagliara discusses the potential benefits of the AI trade for the energy sector and the growing concentration risks in the market, with a focus on Microsoft’s increased capital expenditures and its recent agreements with Lumen and Corning.
#federalreserve #inflation #investment #aitrade #CapWealth #TimPagliara #financialmarkets #economicoutlook #energysector #microsoft
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.
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The information presented in the video is the opinion of CapWealth Advisors, LLC and does not reflect the view of any other person or entity. The information provided is believed to be from reliable sources, but no liability is accepted for any inaccuracies. This is for information purposes and should not be construed as an investment recommendation. Past performance is no guarantee of future performance. CapWealth Advisors, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission.
Переглядів: 77
Відео
Inflation easing, but consumer prices still rising | Tim Pagliara with DC FOX 5 Morning News
Переглядів 575 місяців тому
CapWealth's Tim Pagliara joined DC FOX 5 Morning News to discuss May's CPI report and his thoughts on why consumer prices continue to rise. . . . The information presented in the video is the opinion of CapWealth Advisors, LLC and does not reflect the view of any other person or entity. The information provided is believed to be from reliable sources, but no liability is accepted for any inaccu...
CapWealth ON Quick Take: December 2023 Edition
Переглядів 31711 місяців тому
In our final Quick Take segment for the year, CapWealth’s Tim Pagliara joins with Grant Stark, CFA and Drew O’Connor, CFA, CIPM to highlight how we are navigating market risk, managing challenges of individual security selection, and an overview of our trading process. Each topic is timestamped for your convenience and provides insight into how we better serve your accounts. We wish you a safe,...
Tim Pagliara on Fox Business Claman Countdown
Переглядів 463Рік тому
2023 has seen a rise in big tech. CapWealth's Tim Pagliara sat down with Liz Claman to share his hidden gem recommendations that in the long run have outperformed tech titans on his most recent FOX Business guest appearance. . . . The information presented in the video is the opinion of CapWealth Advisors, LLC and does not reflect the view of any other person or entity. The information provided...
CapWealth’s Quick Take on Market Performance
Переглядів 176Рік тому
CapWealth’s Tim Pagliara joins with Grant Stark, CFA to shine light on what is driving current market performance in this quick take segment. Skewed index weightings and past pandemic darlings are discussed to better understand how we allocate capital in your accounts. . . . The information presented in the video is the opinion of CapWealth Advisors, LLC and does not reflect the view of any oth...
Tim Pagliara on Fox Business Mornings With Maria
Переглядів 360Рік тому
Tim shares CapWealth’s view on why inflation will stay stubbornly high for longer than people think with Maria Bartiromo on Fox Business Mornings With Maria. . . . The information presented in the video is the opinion of CapWealth Advisors, LLC and does not reflect the view of any other person or entity. The information provided is believed to be from reliable sources, but no liability is accep...
Fox Business | CapWealth’s Thoughts on Artificial Intelligence
Переглядів 1,6 тис.Рік тому
CapWealth responds to Nvidia’s rapid rise to a trillion-dollar valuation on a recent Fox Business Segment. In the clip, Tim Pagliara reminds viewers that understanding the difference between a trade and an investment can help investors avoid companies that have reached unsustainable levels. . . . The information presented in the video is the opinion of CapWealth Advisors, LLC and does not refle...
CNBC World Street Signs with Tim Pagliara
Переглядів 7 тис.Рік тому
Tim Pagliara of CapWealth shares with CNBC World Street Signs what impresses him about Warren Buffett's Investment Strategy and makes him like $BRKB. Find out more on his thoughts about companies with #China exposure. $SBUX $CVX $CVS #berkshirehathaway . . . The information presented in the video is the opinion of CapWealth Advisors, LLC and does not reflect the view of any other person or enti...
CapWealth On Investment Strategy
Переглядів 1,1 тис.Рік тому
Our Response To Market Volatility - Tim Pagliara discusses how we are in a position to meet your financial goals and objectives in the future. He explains our investment strategy and steps we have taken to dampen volatility addressing topics such as Treasury Bills, inflation, bonds, and the collapse of SVB and Signature Bank. . . . The information presented in the video is the opinion of CapWea...
Cheddar TV's ‘Opening Bell’ with Tim Pagliara
Переглядів 193Рік тому
CapWealth's Tim Pagliara appeared on Cheddar TV's 'Opening Bell' to discuss his thoughts on the ties between inflation, tight labor market, and needed immigration reform. "You know, the debate still about whether we have a hard landing, a soft landing or no landing; and what the Fed is going to have to do to bring inflation under control. That’s impacting everything." Pagliara commented. . . . ...
CapWealth On Our Win Against The SEC
Переглядів 2752 роки тому
This video is the third of a 3-part CapWealth On series. In this video, Tim Pagliara discusses CapWealth’s win against the Securities and Exchange Commission (SEC) in a federal court trial. He explains how a jury found him, Tim Murphy, and the firm not guilty of allegations, brought on by the SEC, that there was a failure to disclose conflicts of interest related to 12b-1 fees. www.capwealthgro...
CapWealth On The GSEs
Переглядів 1,2 тис.2 роки тому
This video is the second of a 3-part CapWealth On series. In this video, Tim Pagliara gives an update on the GSEs and how close we are to a solution to end the 14-year conservatorship. “It’s time to move on, solve the problem, and address the needs of first-time homebuyers that are struggling right now with inflation, higher interest rates, and their ability to find housing.” . . The informatio...
CapWealth On Financial Market Year End Update
Переглядів 4002 роки тому
This video is the first of a 3-part CapWealth On series. In this video, Tim Pagliara talks about the current state of the market. He explains the effects of the inflation problem and increasing interest rates. Furthermore, Tim addresses where CapWealth stands, what we are doing, and the outlook we have for our clients. . . The information presented in this video is the opinion of CapWealth Advi...
GSE Update with Tim Pagliara 1_20_21
Переглядів 3,9 тис.3 роки тому
GSE Update with Tim Pagliara 1_20_21
Tim Pagliara Fox Business Interview
Переглядів 1,4 тис.4 роки тому
Tim Pagliara Fox Business Interview
All I see is a person who is going to be facing a criminal federal investigation with his scam ring in the WC circuit court with help of a judge that admitted to her interests in financial gain from the case - an inbred lawyer who can't intimidate me let alone serve due process, and you Tim. The guy who has zero ethics. Or is that report about the stuff you sent to your wife's friends (not charged of course with anything) not clearly who you are? How's it feel to have your actions and a Senator Johnson's wife going down because you're a complete idiot for messing with a smarter person who clearly has more self-confidence and brain cells that your three. Ouch!
Jan 20, 2025. Federal Bureau of Investigations under Trump won't be very happy with you three. :) - Too late for apologies I handed it off to my college friend/former NCAA teammate. Criminal investigations. Not lawsuits. I make my own money Tim.
Thanks Tim - Helpful as always!
😱 'Promo SM'
Have you not noticed who’s in the democratic party and the leader ship roles? These people are about the dumbest people I’ve ever seen is something out of Gotham city freaks. I don’t see this been solved until we get smart people in their conservatives. You can actually think in work and are not focused on woke bullshit
Please keep us updated as often as possible. Thank you.
Enjoy these updates and info!
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Happy Birthday and thank you for the update Tim.
Great observations. I think Tim is spot on RE: immigration, which sadly is an issue that continues to get kicked down the road due to a lack of support and leadership at the federal level.
Thank you for sharing with us. I enjoyed it. Morris Lawson
Well do you have an update it’s been a year since your last one
Can you share with us what do you think the remedy from the courts will be what is your best guess
Great update please do more thanks
Fantastic update Tim. Appreciate all the hard work in giving us an update and making it available to all of us. I love the way you explain everything in simple terms to everyone. There is no doubt this is a very complicated situation to understand. The letter of agreement was excellent. We all thought Mnuchin would amend the senior preferred shares. We got it wrong. Looking back as you stated paraphrasing Mnuchin correctly did what I would have done if I was in his shoes. I often pretend I am Mnuchin. Yeah sounds weird so I will not get into the details LOL. It makes no sense to amend the PSPA at this stage. Let the courts decide. Let the courts do the heavy lifting. BTW he makes really good movies. I watched "The Accountant" starring Ben Affleck last month. That was one of the best movies I have seen. Several of the scenes take place at the Treasury.
fannie and freddie had 90 billions in cash combined before conservatorship, never needed any bailout... the bailout was forced by obama govt... in 2012 govt and govt agency agree to change term to sweep 100% of the profits forever... to fund obama care... biggest fraud in history on private property #FANNIEGATE some DOCUMENTS of the OBAMA GOVERNMENT FRAUD▼▼▼ i.imgur.com/icM2FYV.png i.imgur.com/tQUVLAO.jpg i.imgur.com/n302cMm.png i.imgur.com/tgWxoxz.png i.imgur.com/1jGGzvP.jpg i.imgur.com/Id8F08s.png i.imgur.com/uPLbkhV.jpg
FHFA unconstitutional agency director can't be removed without cause by president
Thanks Tim! Listened to you with Maria and as always they are just looking for sound bites not real analysis. This presentation today is a real deal by a real professional. Thank you so much. As a holder of preferred, Are you in a position to comment on the future of common stock?
Thank you, Tim, I always enough your input from Hermitage TN.
fannie and freddie had 90 billions in cash combined before conservatorship, never needed any bailout... the bailout was forced by obama govt... in 2012 govt and govt agency agree to change term to sweep 100% of the profits forever... to fund obama care... biggest fraud in history on private property #FANNIEGATE some DOCUMENTS of the OBAMA GOVERNMENT FRAUD▼▼▼ i.imgur.com/icM2FYV.png i.imgur.com/tQUVLAO.jpg i.imgur.com/n302cMm.png i.imgur.com/tgWxoxz.png i.imgur.com/1jGGzvP.jpg i.imgur.com/Id8F08s.png i.imgur.com/uPLbkhV.jpg
fannie and freddie by law CAN'T DISTRIBUTE "DIVIDENDS" under CONSERVATORSHIP...
fannie and freddie had 90 billions in cash combined before conservatorship, never needed any bailout... the bailout was forced by obama govt... in 2012 govt and govt agency agree to change term to sweep 100% of the profits forever... to fund obama care... biggest fraud in history on private property #FANNIEGATE *some DOCUMENTS of the OBAMA GOVERNMENT FRAUD▼▼▼* i.imgur.com/icM2FYV.png i.imgur.com/tQUVLAO.jpg i.imgur.com/n302cMm.png i.imgur.com/tgWxoxz.png i.imgur.com/1jGGzvP.jpg i.imgur.com/Id8F08s.png i.imgur.com/uPLbkhV.jpg
Thank You and God bless you!
Was Mario Ugetti paid a $147K bonus for perjury? www.federalpay.org/employees/federal-housing-finance-agency/ugoletti-mario-laurence
Thank you Tim for all that you and team do for GSE shareholders.
Tim, Happy new year! Thank you for all you do for the GSE shareholders!