John Mowrey @JohnRMowrey
CIO of NFJ Investment Group. CFA. Executive Managing Director. ‘We buy straw hats in the winter’ Dallas, TX Joined January 2023-
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"The bond market knows more than the Fed," says @JohnRMowrey. "The bond market is still telling the Fed to cut, albeit by less."
"I think what investors should be doing is focusing on where they have a margin of safety," says @JohnRMowrey. "Defensive areas are cheap..."
Stocks are at session lows in this last hour of trading. Is the bull market at risk? @JohnRMowrey and @michaelsantoli weigh in:
NFJ Investment Group CIO John Mowrey @JohnRMowrey tells @CNBCTheExchange where he is finding value in a high rate environment.
"The expectation is absolutely that we're going to get several [rate cuts this year]," says @JohnRMowrey. "I think the timing of that is a little bit less important."
"Today there's plenty of opportunities that are very attractive, but I don't think they're in some of the areas that investors have been in," says @JohnRMowrey. "The areas that investors should be focused on are down the cap scale."
"Valuations should always shape investor expectations," says @JohnRMowrey
Are the bulls too optimistic on their outlooks for the market? @JohnRMowrey weighs in:
“I’m bullish. There are so many stocks that are trading at the steepest discount in seven & 10 years,” says NFJ's @JohnRMowrey. “We are seeing opportunities across the space.”
“I think the #Fed has every intention of keeping rates higher for longer,” says NFJ's @JohnRMowrey. He gives his take on what the Federal Reserve might do next:
Thank you @ScottWapnerCNBC and @CNBCClosingBell for making my 40th birthday with my fam so special !
It's not all about tech and fixed income to NFJ's @JohnRMowrey. Here's where he sees underappreciated opportunity in the market.
Emerging markets are 'big-time on sale', says NFJ Investment's John Mowrey cnbc.com/video/2023/09/…
ICYMI: Watch #NFJ Investment Group CIO @JohnRMowrey, CFA share his bullish views on @CNBCClosingBell's – his comments start at the 2:20 mark in this 4-minute clip. Watch - ow.ly/Kfwy50PMbC3
ICYMI: More bullish insights from @JohnRMowrey CIO of Virtus value affiliate #NFJ Investment Group, during his most recent @CNBCClosingBell appearance. ow.ly/lCFe50PMchH
Is the market's resiliency in 2023 a sign of what's to come? Cantor Fitzgerald's Eric Johnston and NFJ's @JohnRMowrey face-off in today's bull-bear debate
"You've got a significant portion of the opportunity set that is massively underperforming the market, has priced in a recession and has also been punished because of higher interest rates," says @JohnRMowrey.
Last chance to vote in today's poll! Who do you agree with on the market?
Last chance to vote in today's poll! Who do you agree with on the market? https://t.co/2eemo3U96v
Who will win this market tug-of-war between the bulls and the bears? NFJ's @JohnRMowrey and Veritas' @Gregtbranch make the case for both sides:
"The real opportunity lies in the interest rate sensitive areas," says @JohnRMowrey "The market will start to refocus around companies that can deliver double-digit earnings growth and show margin expansion," says @Gregtbranch
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@CNBCClosingBell @JohnRMowrey I always value your insights… pricing based and never conjecture
@CNBCClosingBell @JohnRMowrey John’s been right all year but you don’t see no love from CNBC CNBC scared grandma and grandpa out of the market and kept them out all last year 😆 Where is the value? And now they have this idiot on it’s been wrong all year. Watch how easy he’ll be on him. So wrong ⬇️ 👻
@CNBCClosingBell @JohnRMowrey This Young Man is Very Smart. People need to listen to him more
@JohnRMowrey I watch too much of CNBC and Bloomberg, and watch hundreds of talking heads over 99% of who are cliched, conflicted or clueless. You are one of less than 3 pros and analysts on CNBC who not only makes total sense, but articulate crisply and with clarity👍👍👍
@CNBCClosingBell @JohnRMowrey He is been consistently on the right strategy!
@JohnRMowrey @ScottWapnerCNBC @CNBCClosingBell Very insightful, great episode. Good luck. Followed
Nice day for a sail in Lisbon…
New skipper in town!
This team lost 98 games last year. I covered most of them! What a fun ride this is for all of us…especially the fans! Baseball is back in the metroplex. Enjoy it!! There are some exciting times ahead. #Rangers
@JohnRMowrey @ScottWapnerCNBC @CNBCClosingBell Happy Birthday - 40? You look like you just graduated from college LOL!! Regardless, you are an excellent analyst and I always enjoy hearing what you think. Enjoy!
@JohnRMowrey @ScottWapnerCNBC @CNBCClosingBell Love your commentary and description of markets, congrats!
@CNBCClosingBell @JohnRMowrey No one makes more sense or analyses the equity markets better than John👍 I have been watching too much CNBC and Bloomberg and track too many guests, but in my opinion no one comes close to John in his independent analysis! @ScottWapnerCNBC @CNBC @michaelsantoli @rinsana
@CNBCClosingBell @JohnRMowrey Once again, John is spot on. 👍 Should be on the show more often.
Last chance to vote in today's poll! Who do you agree with on the market?
@CNBCClosingBell @CameronDawson Unfortunately, same old comments over and over again from these guests...yesterday John Mowrey was a breathe of fresh air with a different opinion 👍@JohnRMowrey
First time at Wrigley. I get it
@JohnRMowrey You’re a ROCK STAR. Another insightful analysis on CNBC just now. You get it!
@JohnRMowrey nice to hear somebody zigging while all of @CNBC is zagging. I'm with you. By the time they say buy, time to sell.
@JohnRMowrey Amazing interview with Judge Wapner today. Thank you.
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