Halftime Report Former Defense Secretary William Cohen on Iran, CEO of Top U.S. Energy Producer on Prices, Time to Sell the Mag 7? 3/23/26
12 snips
Mar 23, 2026 
Andrew Beer, founding and managing member at Dynamic Beta Investments, explains managed-futures style ETFs and trend-following approaches. He breaks down how these products aim to hedge volatility. Short clear takes on implementation, replication inside ETFs, and why investors might consider them during turbulent markets.
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Political Constraints May Curb Oil Shock Strategy
- Jim Lebenthal argued the president signaled a shift because he appears constrained by oil pain and midterm politics, weakening hawkish escalation.
- He noted prior threats (bombing power plants, Strait of Hormuz) then a conciliatory tweet as evidence of course change.
eBay Plays Both Luxury And Value Resale Trends
- Jim recommended eBay as a discretionary play that benefits from falling fuel costs and both luxury and secondhand demand.
- He highlighted collectibles and shrinking share count as growth and shareholder-return engines.
Trim Winners Into Strength To Manage Risk
- Joe Terranova said trim winners into strength: sell half of CF Industries after a sharp run to lock gains and manage risk.
- He advocated holding remaining exposure to see how the binary geopolitical picture unfolds.