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Long-term vs. short-term focus: Former Nasdaq CEO on the debate over quarterly reports
CNBC Television· 2025-09-16 12:48
Reporting Frequency Debate - The debate over whether public companies should issue quarterly results has resurfaced, with discussions around potentially shifting to semi-annual (every six months) reporting [1] - The core of the debate revolves around balancing investor needs for frequent information against the potential for short-termism and the burden on companies [6][7] - A proposal suggests maintaining semi-annual reporting but requiring management to provide reports to shareholders, including internal Key Performance Indicators (KPIs), in the off quarters [8][9] - This approach aims to reduce company effort by 90% in off quarters while providing investors with over 90% of the benefit [10] Public vs Private Markets - While refining public market reporting is important, the bigger issue is the lack of disclosure in private markets [11][12] - There's a growing trend of retail investors participating in private markets with limited access to information compared to public markets [12][13] - A recommendation is to extend the proposed semi-annual management report, including KPIs, to private companies with over 100 shareholders to address information asymmetry [14] Earnings Guidance - Warren Buffett and Jamie Dimon previously advocated for ceasing earnings per share guidance to encourage a longer-term focus [3] - Despite the option to reduce quarterly guidance, many companies continue to provide it voluntarily [20][22] - Even if reporting shifts to semi-annual, many companies may still choose to provide quarterly reports and guidance [21][22]
Dave Confirms No Pricing Impact From Recent Plaid / JP Morgan Announcement
Globenewswire· 2025-09-16 12:00
Los Angeles, Sept. 16, 2025 (GLOBE NEWSWIRE) -- Dave Inc. (“Dave” or the “Company”) (Nasdaq: DAVE), one of the nation’s leading neobanks, today announced that Plaid’s new data access agreement with JP Morgan would not impact Dave’s current agreement and pricing with Plaid.   “Our business fundamentals remain unchanged by the new agreement; a huge win for consumers that rely on fintechs like Dave to build innovative products using their cash flow data,” said Jason Wilk, Founder and CEO of Dave.  About DaveDa ...
NO CHANCE of a recession in the next 6-12 months: Eddie Ghabour
Youtube· 2025-09-16 02:30
Market Overview - The NASDAQ and S&P are on track for record highs, with Alphabet's market cap surpassing $3 trillion, needing to close at $252 to maintain this status [1] - The Select Spider Fund, which includes consumer discretionary stocks, is reaching record levels, indicating investor confidence in potential interest rate cuts by the Fed [2] Economic Outlook - The expectation of the Fed cutting rates is seen as a catalyst for economic growth, particularly benefiting consumer discretionary stocks like Amazon and Tesla [3] - Current weak job numbers are viewed positively, as they may prompt the Fed to pivot and increase liquidity, creating a favorable environment for growth [5] Sector Analysis - The consumer discretionary sector is experiencing a rotation, with a focus on stocks that are expected to perform well in the next six months [4] - JP Morgan is highlighted as a strong pick due to its leadership and anticipated increase in M&A activity and funding needs for growth [6][7] Future Projections - There is an optimistic outlook for the market, with expectations of over 20% upside potential in the broad market over the next year [8]
The FED Will UNLEASH The Bulls In 48 Hours | XRP Holders Please Listen
Market Analysis & Predictions - The crypto market is currently experiencing manipulation, aiming to shake out participants before a significant market event, coinciding with traditional market events like the FOMC meeting [1][2] - Liquidity is shifting between markets, with stocks currently attracting attention due to their strong performance, while crypto is experiencing a lull [3][9] - The market anticipates a potential rate cut decision following the FOMC meeting, which could trigger a substantial breakout in the crypto market [15][16] - A perfect scenario would involve Bitcoin finding support around previous highs, breaking to the upside, and then experiencing a larger breakout [24] - The analyst believes the market will pump towards the end of the year, but Q1 2026 is uncertain [38] Key Levels & Indicators - Stocks are approaching a target of 6960 [2] - The total crypto market cap hit a high of 409% trillion before selling off to 399% trillion [10] - The altcoin market faces resistance at the $113% trillion level [14] - Bitcoin needs to break over the 1169%K level and clear $120000, which is major support that has to flip [16][17] FOMC Meeting Impact - The market is closely watching upcoming events surrounding the FOMC meeting, including retail sales data, the Fed rate decision, and jobless claims data [19][20][21] - A rate cut is expected, potentially leading to a surge in Bitcoin to 665%K, mirroring the market's reaction to the rate cut in September 2024 [22] - The analyst anticipates rate cuts in September, October, and December, potentially leading to a substantial increase in market liquidity [36]
X @🚨BSC Gems Alert🚨
🚨BSC Gems Alert🚨· 2025-09-12 19:35
🚨 BREAKING: JP MORGAN SAYS $XRP WILL GO TO $50+ THIS CYCLEINSTITUTIONAL MONEY IS COMING https://t.co/YKUcr06eJU ...
Trump’s Epstein ‘mess’: Bob Woodward on 47’s 'appalling' sexist old boys club, bankers
MSNBC· 2025-09-10 23:53
Investigative Journalism & Evidence - The importance of firsthand sources, documents, and contemporaneous notes in journalism for validity [5] - Awareness by multiple people, including Donald Trump, of Jeffrey Epstein's actions, indicating a degree of participation [6] - Assessing denials and lawsuits from politicians, highlighting the use of lawsuits for leverage [7][9] - Praising in-depth reporting, such as the New York Times' investigation into JP Morgan's alleged involvement in Epstein's crimes [10][11] - The necessity of dogged reporting, emphasizing firsthand witnesses and the luxury of time for thorough investigation [12][13] Political Landscape & Retribution - Trump's agenda of retribution and vengeance against those who have investigated or crossed him [13] - Comparison between Nixon and Trump, noting Nixon's warning against hate versus Trump's apparent embrace of it [13][14] - Trump's relationship with Putin, characterized by mutual respect and potential naivete regarding manipulation [13] - Concerns about the Republican effort to rewrite the history of the January 6 attack [15] Media & Journalism - The importance of caution and responsibility in journalism, especially in live TV news and the internet age [16] - The danger of "demon pomposity" and the need for restraint in journalism [17][18] - Worries about billionaire control and sway in the media industry, but highlighting the importance of independent editors [19] - Real journalism must be tough and independent, emphasizing time, skepticism, and great editors [21]
Bitcoin and ether rise after reading on wholesale prices unexpectedly declined: CNBC Crypto World
CNBC Television· 2025-09-10 19:39
Market Trends & Investment - Bitcoin climbed following an encouraging inflation reading, and the S&P 500 jumped to a new record after a reading on wholesale prices unexpectedly dropped [1][2] - Institutional interest has been shifting towards Salana, with Soul Strategies uplisting its shares to the NASDAQ [3] - Forward Industries announced a more than $15 billion private investment led by Galaxy Digital, Jump Crypto, and Multicoin Capital [3] - NASDAQ plans to invest $50 million in Gemini, allowing the stock exchange to offer Gemini's custodial services to financial institutions [4] - Gemini aims to sell more than 165 million shares priced between $24 and $26 each in its IPO [5] - Binance is teaming up with Franklin Templeton to develop digital asset products [6] Regulatory Landscape - The SEC crypto task force has been holding meetings with industry participants since early this year, showing a shift towards an open-door policy [10] - The Clarity Act passed by the House was a great first start and a strong signal that Congress can move quickly in this space [8][12] - The Senate is using the Clarity Act as a baseline for its version of a market structure bill, with hopes of having a bill on the president's desk by Christmas [14] - A group of Senate Democrats came out with a set of market structure principles, signaling bipartisan willingness to participate in the process [16] - The Genius Act passage showed that regulation can stimulate innovation, leading to a flood of partnership and new project announcements in the stable coin space [18][20] Future Considerations - Tax policy is the next big area that requires discussion, including topics like minimum dimminimous thresholds for transacting and the treatment of staking rewards [23][24] - The industry is excited to see where the discourse goes as it relates to DeFi, especially if DeFi is not comprehensively covered in market structure [25][26]
X @Bitcoin Archive
Bitcoin Archive· 2025-09-10 18:15
JUST IN: 🇺🇸 JP Morgan says crypto institutional adoption is still in early phases. ...
The Last Word With Lawrence O’Donnell - Sept. 9 | Audio Only
MSNBC· 2025-09-10 10:52
The last word with Lawrence O'Donnell starts right now. Hey Lawrence. Hey Jen.Uh so Donald Trump went out to a restaurant in Washington DC tonight. As if that's a big deal for presidents. Uh President Obama used to do it with some regularity and uh it was completely normal part of the schedule uh when you were working there, wasn't it.Yeah. Also, he went to a fancyish restaurant. Not a crime, but went to one that was very close to the White House.So, it wasn't like he was venturing out into the city of DC t ...
Chef Daniel Boulud on dining in New York: Offices are giving flexibility to entertain at lunch
CNBC Television· 2025-09-04 20:13
Welcome back. The road ahead for the economy might feel a little uncertain, but that's not stopping our next guest from expanding his empire. Chef Danielle Belalude just announced another new restaurant here in New York City.Braseri Belvelude will open this fall on the Upper West Side. And Chef Danielle is here with us at Post 9. Welcome back.It's good to see you. Congrats on on the new restaurant. These are obviously not inexpensive endeavors.What does that say about your belief in the economy right now. W ...