The Final Push for the Year 12/29/25
Podcast: Halftime ReportPublished On: Mon Dec 29 2025
Description: Frank Holland and the Investment Committee size up the path for stocks as we close out 2025. Plus, the desk shares their latest portfolio moves. And later, we discuss some retail names in the athleisure space as Lululemon launches a proxy fight to overhaul the board. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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