Jim Lebenthal Profile Banner
Jim Lebenthal Profile
Jim Lebenthal

@jlebenthal

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Partner at @CerityPartners , @CNBC Halftime Report Trader.

New York, NY
Joined July 2009
Don't wanna be here? Send us removal request.
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@jlebenthal
Jim Lebenthal
2 years
Public Service Announcement If you bark at me, you go on mute. And you never know it. Interact with me accordingly.
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@jlebenthal
Jim Lebenthal
2 years
For everyone criticizing me as overconfident, tell me how you get through life without the courage of your convictions. To me, that's a recipe for failure. I do my work and I make my call. I've been wrong enough to know I will be again. That will not stop me from doing my best.
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@jlebenthal
Jim Lebenthal
2 years
$NVDA better not mess this up for everyone.
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@jlebenthal
Jim Lebenthal
2 years
Today is capitulation. This is exactly what it looks like. I’ve started nibbling but will do most my buying in the last hour. @ScottWapnerCNBC @HalftimeReport
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@jlebenthal
Jim Lebenthal
2 years
Any investor trying to time this or any market should really consider the implications of this chart. It shows the effect of missing just a handful of days in the markets over >5,400 trading days. And if anyone asks, the best days don't get announced the day before they occur.
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@jlebenthal
Jim Lebenthal
2 years
So what will financial markets focus on tomorrow? Short term negatives like sanctions with teeth and nuclear sable rattling? Or…will markets realize Putin getting his ass kicked is a positive for long-term peace & prosperity, and the nuclear alert is just a negotiating tactic?
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@jlebenthal
Jim Lebenthal
2 years
I just listened to @steveliesman talk for an hour about the Russian economy for the past 30 years and what the future may hold for it. The dude is seriously one of the most thoughtful, insightful, and knowledgeable people that I know. Well done, Steve!
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@jlebenthal
Jim Lebenthal
2 years
Let's do some math here. to get to 5,030 on the S&P is 9.5%. To get that on a typical 7-10 year A-AA corporate bond would take 3 years. Do you think the S&P will take that long to get there? BTW - that's our year-end target.
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@jlebenthal
Jim Lebenthal
2 years
@ScottWapnerCNBC I very strongly believe we create the best show on television @HalftimeReport in terms of educating our viewers on the markets. If I have to take a punch or two to get the point across, so be it. Both @ScottWapnerCNBC and I know what our goal is. Today was a fabulous example, imo
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@jlebenthal
Jim Lebenthal
2 years
Is it just me, or is the stupidity on Twitter at an all-time high today?
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@jlebenthal
Jim Lebenthal
3 years
Goddamn it. What a loss.
@nypost
New York Post
3 years
First US service member who died in Kabul identified as Navy medic Max Soviak
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@jlebenthal
Jim Lebenthal
2 years
This is bullish for the stock market. I’m sure some will @ me for perceived transgressions against mankind in that statement. I don’t care. I give you my opinions on the markets. My opinions on society? That stays with me.
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@jlebenthal
Jim Lebenthal
2 years
$CLF Crushes on revs, eps, EBITDA. Raises expected selling price for steel for full year by 17%. Expects record free cash flow => ‘22 EBITDA >$5.3B. 1Q’22 run rate is at $5.8B. Analysts are at $4.9B for the year. If you don’t know what to do with this stock, I can’t help you.
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@jlebenthal
Jim Lebenthal
2 years
Wishing you all a wonderful weekend. Even you bears, for whom I have hope. Except you, @stephenLweiss . There’s no hope for you.
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@jlebenthal
Jim Lebenthal
2 years
Was driving through Utah yesterday and I found the exit for ⁦ @stephenLweiss ⁩ evil lair!!
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@jlebenthal
Jim Lebenthal
2 years
$DIS streaming subscribers along with $PARA streaming numbers lay to rest what the cause is of $NLFX decline. It is specific to $NFLX. Not endemic to the industry.
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@jlebenthal
Jim Lebenthal
2 years
Good Morning! This feel like a good time to say that violence is never acceptable, other than in self-defense from violence. Enjoy your day!
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@jlebenthal
Jim Lebenthal
2 years
I mean, at this point they have to joking. Right? Am I the only one getting this?
@carlquintanilla
Carl Quintanilla
2 years
B of A: "Our Eco team now sees 7 hikes in 2022 and a peak funds rate of 2.75-3.00%."
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@jlebenthal
Jim Lebenthal
2 years
On $CLF earnings: Record year, 10x revenue vs two years ago. From press release: next year's contracts are fixed at higher prices than 2021. Volumes will pick up w autos. Means cash flow will increase. Any stock declines = larger # shares repurchased. This was an excellent report
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@jlebenthal
Jim Lebenthal
2 years
@ScottWapnerCNBC You spend a lot of time thinking about me, don’t you @ScottWapnerCNBC ? I like that. I like living rent-free in your head. Enjoy the day.
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@jlebenthal
Jim Lebenthal
2 years
A sneak peak as @stephenLweiss auditions for the role of Batman's NEW villain Tic-Tac-Toe Man! #dishrag
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@jlebenthal
Jim Lebenthal
2 years
New day, new week, new me! My goal for this week is to be nice to @stephenLweiss no matter how annoying he is. Here you go, Steve. Here are some ❤️❤️❤️ for you! #killemwithkindness
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@jlebenthal
Jim Lebenthal
3 years
We live in a world where the frailest of minds are exploited by duplicitous egotists who say they’ve come to save them. Leadership is precious. Hard to find. And more needed now than ever.
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@jlebenthal
Jim Lebenthal
3 years
Hard to find a blemish on $CLF results. Sales beat, EBITDA beat, earnings beat. Contracts renewed. Annual sales projected above estimates. With infrastructure, resumed auto production, supply chain onshoring all set to support future growth. Don't be fooled by "peak steel" calls!
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@jlebenthal
Jim Lebenthal
2 years
Such a great time last night! I am blessed to call these amazing people friends! #HappyHolidays #Grateful
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@jlebenthal
Jim Lebenthal
2 years
Just back from seeing Top Gun: Maverick. Movie friggin’ rocks. Bravo Zulu @TomCruise and @ParamountPics !
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@jlebenthal
Jim Lebenthal
3 years
Off to see members of this once-polished, now-motley group in Las Vegas. This picture from 30 years ago. Will be great fun. I expect to make it back. If I don't, notify the U.S. Navy Submarine Service for search-and-rescue.
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@jlebenthal
Jim Lebenthal
2 years
This is an amazing group of investors! I am honored to be on with them, each and every time. They make me better. They make me happy. Thank you!
@HalftimeReport
CNBC Halftime Report
2 years
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@jlebenthal
Jim Lebenthal
2 years
$NFLX Whiskey Tango Foxtrot, Oscar Now this stench is going to cling to $PARA and $DIS.
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@jlebenthal
Jim Lebenthal
3 years
Here it is . . . By popular demand . . . @stephenLweiss and I are starting a regular podcast. We’ll be giving you our thoughts on the markets, the economy, and individual stocks. Listen and be ready to LOL!!
@stephenLweiss
Stephen L. Weiss
3 years
You asked and we are delivering. The first ever podcast with my best frenemy @jlebenthal
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@jlebenthal
Jim Lebenthal
2 years
$PARA beats on subscriber additions. Adds over 6MM streaming subscribers in the 1st quarter. $NFLX has a problem but it is a $NFLX problem, not an industry problem.
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@jlebenthal
Jim Lebenthal
2 years
Hey @verified @Twitter - I keep getting imposters. @jlebenthali is at least the third one. And this imposter is posing as me to post crypto scams. I don't know what I need to do to get the verified checkmark. Isn't my situation exactly what it is for? Just verify me already!
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@jlebenthal
Jim Lebenthal
2 years
@ScottWapnerCNBC @HalftimeReport I was literally taught by Professor Siegel. I agree 100% with what he is saying.
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@jlebenthal
Jim Lebenthal
2 years
Honestly, it’s a very happy life I lead!
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@jlebenthal
Jim Lebenthal
2 years
@ScottWapnerCNBC Peeps gotta get off Scott's back. Yeah, it's no fun getting your feet held to the fire. But it's a big part of what makes the show great. There's no finance show better or even close. Scott is the quarterback here. You better run your right patterns. #bringyouragame
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@jlebenthal
Jim Lebenthal
3 years
I believe I weighed 150 and benched 225 back then (1996). Those numbers have NOT gone in the right direction since then. Not giving up, though!!
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@jlebenthal
Jim Lebenthal
2 years
Way too much fun tonight hanging out with @degaswright at @huntandfishnyc ! An awesome guy that it’s a privilege to know. Thank you @terranovajoe for setting us up. And as if that weren’t good enough . . . @RobSechan shows up for his own night out! #youneverknowwhoyoullmeet
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@jlebenthal
Jim Lebenthal
2 years
To all our loyal viewers, Thank You! We have so much fun on the show, but without you it is meaningless. Here's to a wonderful 2022! Oh and if you missed the show, here it is. Too bad you can't see @stephenLweiss 's jacket. #freebowlofsoup
@HalftimeReport
CNBC Halftime Report
2 years
Missed today's #HalftimeReport ? Follow The Podcast Scott Wapner and the Investment Committee discuss the record-setting momentum in the market, and how much longer stocks can sustain this move.
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@jlebenthal
Jim Lebenthal
2 years
Hard to overstate what a loss this is for the Russian Navy. Nor how hard it will be to conceal from the Russian public if true. Implications for Putin are large, real, and negative.
@RALee85
Rob Lee
2 years
A Russian source is saying the Moskva has sunk and that the explosion was from a Ukrainian Neptun missile strike. Apparently, Ukraine flew a TB2 UCAV to distract the ship while it was targeted by the Neptun. The ship rolled onto its side after the strike.
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@jlebenthal
Jim Lebenthal
3 years
My quiet moments in this spot help me suffer the slings and arrows of outrageous fortune in day to day life. I wish everyone to have a place for silent contemplation and rejuvenation.
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@jlebenthal
Jim Lebenthal
2 years
People need to bring me up to date. When did it become the go-to move to bring chicken wings onto a plane. Do people think we don’t smell it in the close confines of a 767? #isitme
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@jlebenthal
Jim Lebenthal
2 years
Whatever this premarket move in $VIAC is, it has nothing to do with the value of company. Streaming subs is what matters. They beat and raised - really raised - subs guidance. Spending on content comes with territory. They have the cash. Way undervalued. Look for price reversal.
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@jlebenthal
Jim Lebenthal
3 years
I think I gave my all-time favorite line to @stephenLweiss on today’s show. “You’re too angry and bitter today, Steve. This is a happy show for happy people!” @ScottWapnerCNBC @GilmanHill @Jason_Snipe @jonnajarian @HalftimeReport
@HalftimeReport
CNBC Halftime Report
3 years
Missed the Show? Follow the Podcast! TODAY: Scott Wapner and the Investment Committee discuss the rally in stocks and whether an even bigger rally is coming soon. Brian Belski joins us to weigh in on what he sees in store for stocks.
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@jlebenthal
Jim Lebenthal
3 years
At my son’s graduation so I’m going to be off line most of today. $BA news is not a big deal. Remember the 737 MAX wiring issue? Of course not. Because the plane is back in production, being delivered, with new orders coming in. Will be the same with the 787. Stay long.
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@jlebenthal
Jim Lebenthal
3 years
Hey @AmericanAir , I emailed you about your ineptitude in checking me in this morning. I tried the app, I tried the kiosk, I tried JetBlue's app. None of them worked. The line for customer service was 3 hrs long. Bottom line: if I can't check in, I won't fly with you. Reply to me!
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@jlebenthal
Jim Lebenthal
2 years
$PARA beats revenues, earnings, and FCF. Paramount+ adds 4.9MM subs in 2Q. How many did $NFLX add again?? Yes, lost 3.9MM Russia subs Russia - a one-off. I'll say it again so it doesn't get lost: adds 4.9MM subs. Fastest growth in the industry. @ScottWapnerCNBC @HalftimeReport
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@jlebenthal
Jim Lebenthal
3 years
$QCOM All time high today. I only point this out because it was such a laggard the last 9 months. I know many have listened to me and stayed in. It proves the point I continually try to make about patience. #tortoiseandthehare
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@jlebenthal
Jim Lebenthal
2 years
This
@carlquintanilla
Carl Quintanilla
2 years
“The construction of new manufacturing facilities in the US has soared 116% over the past year ..” @business @opinion
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@jlebenthal
Jim Lebenthal
2 years
Yet another example of supply chain onshoring. Announcements like these are set to promote economic growth well into the middle of this decade. Panasonic Picks Kansas for $4 Billion Battery-Production Site - Bloomberg
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@jlebenthal
Jim Lebenthal
2 years
@ScottWapnerCNBC Predictions of the future are not facts.
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@jlebenthal
Jim Lebenthal
4 years
Just initiated my position in $JOET, the Virtus Terranova Quality Momentum ETF. @terranovajoe is a fantastic, accomplished trader. He is also living proof that nice guys finish first. So excited to have the opportunity to invest with him!
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@jlebenthal
Jim Lebenthal
1 year
Give me a S, Give me an O, Give me an F, Give me a T What does that spell? SOFT! As in Soft Landing. Join @Jason_Snipe @Karen_Firestone @sarat_sethi and me as we discuss today's CPI report and the implications for stocks. Honorable Judge Wapner @ScottWapnerCNBC presides . . .
@HalftimeReport
CNBC Halftime Report
1 year
Missed today's #HalftimeReport ? Follow the podcast! Scott Wapner and the Investment Committee discuss what the latest round of cooling inflation data means for stocks from here. Plus, Ed Yardeni of Yardeni Research calls in to break it all down.
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@jlebenthal
Jim Lebenthal
2 years
You meet amazing people in life! Here’s James Driscoll, 20-year veteran of the Secret Service, and Cynthia, an active NCIS agent. Avid watchers of @HalftimeReport . Real American heros. Our paths crossed in the airport and I am a better person for having met them!
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@jlebenthal
Jim Lebenthal
2 years
Just closed the $RIVN puts. Bought at $5.6. Sold at $9.90. Not bad for a one day trade but who knows with the way this stock acts?
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@jlebenthal
Jim Lebenthal
3 years
This was a phenomenal day!! Big thanks to Stevie. But the group could not have been better!! @stephenLweiss @RobSechan @ScottWapnerCNBC
@RobSechan
Rob Sechan
3 years
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@jlebenthal
Jim Lebenthal
2 years
Adding this to the bookshelf while ⁦ @terranovajoe ⁩ is in $DE!
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@jlebenthal
Jim Lebenthal
2 years
I nominate these two to the starting lineup of the How-Not-To-Make-Money-In-Stock-Market All-Star team. The market looks forward, fellas. @garysp , who’s the idiot? And don’t worry, @lukeownslds , I won’t forget. You scrub. @jimcramer
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@jlebenthal
Jim Lebenthal
3 years
Ahhh! My frenemy @stephenLweiss picks $PENN to go up against my $WYNN. This will be fun. See, this is why @HalftimeReport is must-watch TV. Good job reining him in, @ScottWapnerCNBC
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@jlebenthal
Jim Lebenthal
2 years
I don’t think guidance is a miss. Russia is a one time event. We’re supposed to strip that out and focus on continuing operations.
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@jlebenthal
Jim Lebenthal
2 years
Game on! #cpi
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@jlebenthal
Jim Lebenthal
2 years
@Stephanie_Link @GilmanHill @karenfinerman @ShannonSaccocia I am honored to know each of you, and better yet, to call you friends. You are amazing!!!
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@jlebenthal
Jim Lebenthal
2 years
I'll be on with this fabulous crew at noon today. We will talk the markets and individual stocks, including $CLF!
@HalftimeReport
CNBC Halftime Report
2 years
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@jlebenthal
Jim Lebenthal
3 years
Post-Vegas recap: I am extraordinarily blessed to have friends like my #navynukes So much friggin’ fun. Golf, steaks, Lamborghinis, gambling, and memories for a lifetime. Can’t wait for next year!!
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@jlebenthal
Jim Lebenthal
2 years
Another example of supply chain onshoring & why I remain bullish on US economy. 8,100 jobs to be created. One of many such examples. Yes, a growth slowdown is afoot but not a recession Hyundai to invest $5.5 billion to build EVs and batteries in Georgia
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@jlebenthal
Jim Lebenthal
3 years
Pre-announcement from $CLF. Third guidance increase in 3 months. If you wonder why I don't sell into the reddit mania, it's because the fundamentals are too good. Congratulations @CLE_Cliffs . @stephenLweiss , you better have something nice to say. @ScottWapnerCNBC @HalftimeReport
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@jlebenthal
Jim Lebenthal
2 years
If you missed today's show, you have to listen. I mean it. You have to. Professor Siegel gave the Fed hell & said what many of us think. @stephenLweiss & @GilmanHill take opposite sides on markets. @ShannonSaccocia & @terranovajoe kill it. But seriously, Prof. Siegel, on fire!
@HalftimeReport
CNBC Halftime Report
2 years
Missed today's #HalftimeReport ? Follow the podcast! The Dow falling below its June lows and the S&P falling below its June closing low. Scott Wapner & the Investment Committee debate how far will stocks fall from here?
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@jlebenthal
Jim Lebenthal
1 year
@GilmanHill @pappyvanwinkle With friends like @Michael_K_Farr @GilmanHill and @hjenn3 , I am a lucky man indeed!!
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@jlebenthal
Jim Lebenthal
3 years
Quick thoughts on $CLF earnings 2Q EBITDA was $1.4B vs. guide of $1.3B one month ago. 3Q guide is $1.4B of free cash flow vs. current estimates of $1.0B. Look for analysts to increase their numbers for 3Q in coming weeks. Company is going to $0 debt next year. Very positive.
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@jlebenthal
Jim Lebenthal
2 years
How on earth this sequence of events leads to a 2% rally is beyond me. I would expect a market hangover in the morning. We’ll see. And to be clear, I expect higher volatility and higher share prices in 2022. But the market should not have rallied on this news today. imo
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@jlebenthal
Jim Lebenthal
2 years
@ScottWapnerCNBC I'm comfortable standing by the call! Man is tomorrow going to be fun after 2PM . . .
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@jlebenthal
Jim Lebenthal
2 years
Will come on @HalftimeReport in 30 minutes or so to discuss $VIAC.
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@jlebenthal
Jim Lebenthal
2 years
Gasoline Futures
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@jlebenthal
Jim Lebenthal
3 years
$GM This has been the story all along. It's not just an internal combustion engine OEM. Between EV and Cruise (autonomous vehicles) there is enormous undiscovered value. Here we go!
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@jlebenthal
Jim Lebenthal
2 years
@bmo Brian Belksy going blow-for-blow with @stephenLweiss and @ScottWapnerCNBC on @HalftimeReport and hanging in there like a champ! I'm with you, Brian. Long and strong! @jonnajarian @ShannonSaccocia
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@jlebenthal
Jim Lebenthal
2 years
Holy crap is he on fire!
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@jlebenthal
Jim Lebenthal
3 years
Seemed a little gratuitous to bring me in on a day off, @ScottWapnerCNBC , but just so you hear me confirm it, I am very comfortable holding my cyclicals at this level. $CLF, $GM, $BA, $WYNN, $UNP. Time will tell. @HalftimeReport @ShannonSaccocia @petenajarian @stephenLweiss .
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@jlebenthal
Jim Lebenthal
2 years
Supply chain onshoring is set to be a powerful force for economic growth this decade. CEOs have been talking up plans to relocate production to the US at a greater clip this year than they even did in the first six months of the pandemic via @business
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@jlebenthal
Jim Lebenthal
2 years
News flash: I'm bullish on 2H'22 and into 2023. Another news flash: not many people are. Hear both sides of the coin on today's @HalftimeReport with @LizYoungStrat @stephenLweiss @terranovajoe and @ScottWapnerCNBC .
@HalftimeReport
CNBC Halftime Report
2 years
Missed today's #HalftimeReport ? Follow the podcast! Big banks kick off earnings this week and key inflation data on deck. Scott Wapner & the Investment Committee debate what’s at stake for the markets and how to position your portfolio ahead of it all.
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@jlebenthal
Jim Lebenthal
2 years
@petenajarian I think you look pretty damn good, Petey. To hell with ‘em!
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@jlebenthal
Jim Lebenthal
2 years
@stephenLweiss I'm impressed by how quickly you recognize a chicken. Is it because that is the source of your investment stance?
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@jlebenthal
Jim Lebenthal
2 years
Worth reviewing these facts.
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@jlebenthal
Jim Lebenthal
2 years
@ScottWapnerCNBC Your work today with Professor Siegel and Fish has been unreal. Incredibly helpful and insightful to all. Top notch. We’re all better informed than we were this morning. @HalftimeReport @CNBCOvertime
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@jlebenthal
Jim Lebenthal
3 years
Just a phenomenal interview of @chamath by @ScottWapnerCNBC on CNBC's @HalftimeReport ! If you can, tune in right now.
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@jlebenthal
Jim Lebenthal
3 years
Honestly, can we just get the flush in $BTC below $30k over with already? We all know it’s going there.
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@jlebenthal
Jim Lebenthal
2 years
Gonna be honest here … I’m stunned at how many people think violence is an acceptable way to defend honor. On the other hand I am grateful for all of you who agree in which direction humankind should evolve. To the former, I ask you to consider the example to the children. #hope
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@jlebenthal
Jim Lebenthal
3 years
My favorite frenemy, @stephenLweiss , is on @HalftimeReport today at noon. His best work will be done by 11:59AM ET. Tune in!
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@jlebenthal
Jim Lebenthal
2 years
Spell-check is getting more and more excitingly random. I somehow misspelled “country” and it thought I wanted to write “Amigo ribs”. What letters could I have possibly written? I’m going to start purposely making spelling mistakes to see what it comes up with. Covfefe anyone?
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@jlebenthal
Jim Lebenthal
2 years
Since I see a lot of misleading commentary here on this fine platform, let me clarify a couple things: 1. I do not own WMT, TGT, or their ilk. 2. I said on air this is not good for their shareholders. 3. I believe this news is deflationary on the margin.
@CNBCOvertime
CNBCOvertime
2 years
$WMT plummeting in after hours after the company said it was lowering its profit outlook for Q2 and FY23. @jlebenthal reacts:
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@jlebenthal
Jim Lebenthal
2 years
Today we retire the All-In moniker for me. But make no mistake, I am bullish going forward. I just need some dry powder for opportunities I expect to arise after the Fed's hawkish turn.
@HalftimeReport
CNBC Halftime Report
2 years
Missed today's #HalftimeReport ? Follow The Podcast Scott Wapner and the Investment Committee are joined today by Fundstrat’s Tom Lee to discuss what’s next for stocks after the Fed doubles down on taper.
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@jlebenthal
Jim Lebenthal
2 years
$CLF looking to go positive as LG explains the path forward. Hope you didn't sell in the pre-market with the algos.
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@jlebenthal
Jim Lebenthal
2 years
3.6% unemployment, 200K initial jobless claims, positive durable goods orders & retail sales, growing profits . . . doesn't satisfy NBER conditions for a recession. Maybe it happens in 2023, but I don't think so. Inflation appears to be peaking. FFR expectations coming down.
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@jlebenthal
Jim Lebenthal
3 years
@stephenLweiss I have turned your tweet into a nft and will be auctioning it off later today.
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@jlebenthal
Jim Lebenthal
3 years
Make no mistake, $CLF is masterfully strategic. The acquisitions of AK Steel and Arcelor Mittal US paid off handsomely. Expect this one to as well. Cleveland-Cliffs to enter scrap business with acquisition of Ferrous Processing in $775 million deal
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@jlebenthal
Jim Lebenthal
3 years
$BA On its way to $300. See you there. @HalftimeReport @ScottWapnerCNBC
@StockMKTNewz
Evan
3 years
Cowen today upgraded Boeing $BA to Outperform from Market Perform while raising its price target to $290 from $240
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Jim Lebenthal
3 years
@stephenLweiss You make it look so effortless though, Steve. A natural born talent for you.
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Jim Lebenthal
3 years
@stephenLweiss I do not concede.
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Jim Lebenthal
4 years
Tomorrow is a very important day, one that matters to me a great deal. It is Veterans Day. CNBC always hosts an excellent special edition of @HalftimeReport on this day. I hope you will join me, host @ScottWapnerCNBC , and the HalfTime team for our show tomorrow at noon.
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Jim Lebenthal
2 years
Beautiful point.
@TognacciJon
stugots1313
2 years
@jlebenthal This one is my favorite.
Tweet media one
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Jim Lebenthal
2 years
Here’s a good way to understand my feelings on Warren Buffett buying $PARA . . .
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Jim Lebenthal
3 years
My day is complete now that I've had a dust-up with @stephenLweiss on the @HalftimeReport with Judge @ScottWapnerCNBC presiding. GM vs. VW. Stay tuned for this one to play out!
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