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CNBC Closing Bell October 26, 2016

Mrs. Clinton is going to put these people out of business. We will tell you what sector he is talking about, coming up. And look out, m irylan anot epipen may appear next year, but people are worried its not what it should be. Lets start with apple. The Company Posted yearend declines for the Third Straight quarter. Were going to bring in colin gillis from bbc financial who has had a sell rating on it for a while. Colin, maybe well start with you. Did you see anything in the report, did you hear...
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CNBC Fast Money Halftime Report October 27, 2016

Lets begin with the earnings story. Pete, im going to you. We said its the busiest day. Numbers are coming in. What are you doing as a result . I think the most important thing is when you look to the start of earnings season, we look at the financials. Weve kicked more and more into overdrive when you look at whats going on in technology, and technology sticks out. Texas instruments last quarter great report, stock jumped up and its maintaining where it was, scott. Is it moving much . No. Had a...
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CNBC Squawk Box October 28, 2016

Said there. Wti, 49. 54. You rolled your eyes. Im trying to figure out i initially thought that ge was going to sort of double down and cost average in, because now things are cheaper to buy. It looks like this is sort of if response to trian, trying to get more focused on turbines and medical imaging and the other businesses, sort of maybe offload something theyve been trying to get in in such a big way since 2007. Theyve been adding to oil and gas, right . Now theyre getting out. We dont know....
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CNBC Fast Money Halftime Report October 28, 2016

Amerisource is down. Where do we begin . Trexon okay. As far as esrx that john was talking about here on the show yesterday, i bought put spreads in there. Didnt think it would pay off is this fast. That stock along with mchessen just getting clocked. Express scripps, cvs getting hit hard. I think any of the folks that have that massive exposure in pbm, thats where the pain is. Anything drug price related getting taken outside. Well, i mean, you know, you have this week, of course, obama care an...
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CNBC Squawk Box October 31, 2016

I didnt think about it with the tie. Do you have an orange tie . I do own an orange tie. But you never wear it. I never wear it. Are those pumpkins from last year . No. Those are not. Okay. Can you imagine we had things made exactly like us. I have pictures of those. Those arent actually us, are they, andrew . Remember in the past our face has been on them. Our face has been on them. But not these. I apologize, we are going to talk about the markets. We have breaking news the tell you about, we ...
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CNBC Closing Bell October 31, 2016

October has been a great month for meals. One of the most interesting is being called a partnership between ge and baker hughes. We have details and insight into why shares are lower on the day. Look at that down more than 7 . Both are lowered with the dow down 20 points. The latest developments on the new clinton email investigation. After the bell we are joined by libertarian Vice President ial candidate bill weld to talk about the impact on the election. Shares of tesla and solar city. We hav...
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CNBC Squawk Box November 1, 2016

Bond yields at zero. Yen this morning, the nikkei higher by 17 points, hang seng higher by 212 and shanghai composite by 21. 5. There you go. Back here in the u. S. , deadly pipeline explosion yesterday in shelby, alabama. One person was killed and five others injured after part of the Colonial Pipeline burst. Colonial shut down its main pipeline after the incident. This is the second time in two months hit to close the pipeline which is a crucial supplier for the east coast. In an update late l...
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CNBC Squawk On The Street November 1, 2016

Positive, europes are slightly in the red and we are watching crude and gasoline on news of the pipeline explosion yesterday in alabama. The first trading day of the month after that red october, more earnings. The election, the jobs number and the fed meeting all on tap for the markets. It is one week to go until election day. New polls and investigations are moving the markets every day, including today. Well have the latest. And a spinoff for kfc and taco bell. Yum and yum china begin trading...
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CNBC Squawk Box November 2, 2016

European equities everybody is keying off everybody. Again red arrows pretty much across the board and finally can you look at crude prices right now. Wti terrible session. When we were talking yesterday we were up 40 points in the morning. Funny way things happen. Theres sort of a premise and maybe its correct among democrats or people who favor hillary that trump would be a disaster for the stock market and sell off. Its funny when you see the market go down yesterday for whatever reason, unce...
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CNBC Fast Money Halftime Report November 2, 2016

But still, a very nice performance relative to the markets or the average hedge fund there. Continuing to do well. They, of course, are no fans of zero Interest Rate policies, and they talk about that at some length in this letter as they often do. Recall that last quarter they talked about the biggest bond bubble in history may be where we are now. Now theyre saying the macroenvironment that concerns us the most is accelerating inflation, which is interesting because there have been concerns he...
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