Karen Finerman

We need a Goldilocks situation. But when I try to think about, okay, what would I buy? I always think, okay, if I owned none of anything, What would I go out and start buying today? So I would buy Citigroup. I would buy some JP Morgan. I would buy some Meta. I think the earnings power there is extraordinary. The stock now is about at a market multiple.

We need a Goldilocks situation. But when I try to think about, okay, what would I buy? I always think, okay, if I owned none of anything, What would I go out and start buying today? So I would buy Citigroup. I would buy some JP Morgan. I would buy some Meta. I think the earnings power there is extraordinary. The stock now is about at a market multiple.

We need a Goldilocks situation. But when I try to think about, okay, what would I buy? I always think, okay, if I owned none of anything, What would I go out and start buying today? So I would buy Citigroup. I would buy some JP Morgan. I would buy some Meta. I think the earnings power there is extraordinary. The stock now is about at a market multiple.

And if you back out the cash, it's at a lower than market multiple. So meaning the stock market trades at some multiple of the collective earnings of all the companies in, let's say, the S&P 500. So you have X amount of earnings times 20. That's the multiple that's currently on the market. And that moves with interest rates. So that's where it is right now. 20 times earnings.

And if you back out the cash, it's at a lower than market multiple. So meaning the stock market trades at some multiple of the collective earnings of all the companies in, let's say, the S&P 500. So you have X amount of earnings times 20. That's the multiple that's currently on the market. And that moves with interest rates. So that's where it is right now. 20 times earnings.

And if you back out the cash, it's at a lower than market multiple. So meaning the stock market trades at some multiple of the collective earnings of all the companies in, let's say, the S&P 500. So you have X amount of earnings times 20. That's the multiple that's currently on the market. And that moves with interest rates. So that's where it is right now. 20 times earnings.

So Meta to me is an extraordinary business that is not a run of the mill S&P company. It is an extraordinary money machine. It has some headwinds for sure, but the underlying business is extraordinary. It's not really subject to tariffs. If I own none of that, I'd be buying that. I'd be buying Amazon if I own none of that. So it's scary. It feels better sort of to buy it at Amazon at 220.

So Meta to me is an extraordinary business that is not a run of the mill S&P company. It is an extraordinary money machine. It has some headwinds for sure, but the underlying business is extraordinary. It's not really subject to tariffs. If I own none of that, I'd be buying that. I'd be buying Amazon if I own none of that. So it's scary. It feels better sort of to buy it at Amazon at 220.

So Meta to me is an extraordinary business that is not a run of the mill S&P company. It is an extraordinary money machine. It has some headwinds for sure, but the underlying business is extraordinary. It's not really subject to tariffs. If I own none of that, I'd be buying that. I'd be buying Amazon if I own none of that. So it's scary. It feels better sort of to buy it at Amazon at 220.

But it isn't. It's better at 170-whatever, two, three, if I check up right now, 170-222. Okay. So those kind of names I would start with. Also, just in a time of turmoil, you want to be in a company that doesn't have a debt problem. And none of these kind of companies have debt problems. So that's important.

But it isn't. It's better at 170-whatever, two, three, if I check up right now, 170-222. Okay. So those kind of names I would start with. Also, just in a time of turmoil, you want to be in a company that doesn't have a debt problem. And none of these kind of companies have debt problems. So that's important.

But it isn't. It's better at 170-whatever, two, three, if I check up right now, 170-222. Okay. So those kind of names I would start with. Also, just in a time of turmoil, you want to be in a company that doesn't have a debt problem. And none of these kind of companies have debt problems. So that's important.

I do. I do. I do need a nap. So here's really the tip that I would have is... For almost everyone, your gut is not your friend. Your gut tells you to do the wrong thing almost all the time. So if you're terrified and you don't want to buy anything, it's probably not a bad time to buy. And if you feel great and you want to own more and you want to borrow money to buy more,

I do. I do. I do need a nap. So here's really the tip that I would have is... For almost everyone, your gut is not your friend. Your gut tells you to do the wrong thing almost all the time. So if you're terrified and you don't want to buy anything, it's probably not a bad time to buy. And if you feel great and you want to own more and you want to borrow money to buy more,

I do. I do. I do need a nap. So here's really the tip that I would have is... For almost everyone, your gut is not your friend. Your gut tells you to do the wrong thing almost all the time. So if you're terrified and you don't want to buy anything, it's probably not a bad time to buy. And if you feel great and you want to own more and you want to borrow money to buy more,

Your gut's telling you the wrong thing.

Your gut's telling you the wrong thing.

Your gut's telling you the wrong thing.

So true.

So true.