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CNBC Fast Money Halftime Report August 15, 2017

Still positive on stocks and short bonds. Tepper telling me of the markets, quote, any comparison to past overheated markets are ridiculous look at where multiples and rates were in 1999 im not saying stocks are screaming cheap, but youre nowhere near an overheated market, he said. Tepper calling his short of bonds a hedge, a trade that is not working now, but that hopefully will tepper citing strong Global Growth and low bond yields as two of the principle reasons he sees more opportunity ahead...
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BLOOMBERG Bloomberg Markets European Close August 16, 2017

Is seems to be working. Oil and the energy sector. We have Oil Trading Slightly Higher up about 0. 4 after a bigger than expected drawdown for Oil Inventories and a small build from that oil reacting favorably up for the first time in three days or it three days. The s p 500 not so much. Down five days in a row. Streak. Losing perhaps helping energy stocks. And look at some of the Industrial Metals. Big gains for copper, zinc, nickel. Dollar, just about flat, giving up some gains. We have pretty...
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CNBC Squawk On The Street August 17, 2017

Walmart is down on earnings and well dig through that report and talk about the Amazon Effect and shares on alibaba spiking on earnings first up though, the watch is on to see what effect this could have on the trump agenda a few of the quotes jamie dimon i strongly agree with the president s statements must speak against ideas that divide us. Im ashamed of our president s behavior what does this all mean for the agenda and the degree to which business was going to help push it no republican tha...
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CNBC Mad Money August 17, 2017

Or inexplicable sudden selloffs, including nasty ones like today, where the dow lost 274 points, second worst day of the year for the two averages, and nasdaq third worst lets tick off the possible reasons why we might have gotten slammed today so you can get a handle on whats happening and more importantly whats going to happen thats what matters. First, the most obvious reason has to do, yes, indeed, with our president. If you believe the huge rally in the stock market since the election has b...
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CNBC Squawk On The Street August 22, 2017

Oil inventories tonight. The market, futures higher as stocks break their losing streak glimmers of a plan macys adds a Top Executive and announces a further restructuring, how the new ceo is talking about those changes. Forecast in decline in teen anl u usage. Stocks are poised to open higher playing a big role politico, jim, says the big six as they call them, has a lot more than they had in july when it was just six paragraphs. I thought mcconnell saying there is going to be a debt ceiling no...
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CNBC Fast Money Halftime Report August 22, 2017

Now we get these reports what in the world progress on the president s agenda right thats all it takes not only that, but we were talking about this yesterday, how about just the fundamentals of what weve gone through in this earnings season the combination of all of that, and then you start to look, we did get a little bit of pushback on some of the tech stocks they started to move forward as well but its the financials. You start to get any kind of heat under that, moving these financials to t...
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CNBC Mad Money August 22, 2017

Hard selloff is this advance meaningless as the recent decline look, i want to say it had more substance given its magnitude, the dow gaining 196 points nasdaq vaulting 1. 36 . But we are in a totally erratic moment in a totally erratic month where i believe one day never seems to beget the next. But that doesnt mean we cant ponder why we went up to measure the meaning of this rally. I came up with 12 reasons why it happened, and some of these reasons have enough staying power to keep the advanc...
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CNBC Squawk On The Street August 23, 2017

To get a border wall built walmart and google team up and the latest move for the battle for your money and shares fall in the premarket stocks are on track to open lower the nasdaq avoids a loss for what would have been the first of the year. How much weight did you put into the president s comments in phoenix. Will frost said it best this morning when he was talking on Worldwide Exchange saying that its we discount his rhetoric a little more. He feels that by, i say, later on in the day we wil...
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CNBC Mad Money August 23, 2017

Points, s p dipped 0. 35 , nasdaq climbed 0. 30 we have to wonder if amazon would be responsible for some of the real damage. Its come down 125 points from its high amazon stock off another 8. 95, led us lower today it is the general sell sell sell. To the sell side. This one keeps standing out. Standing out among the weakest i can see the bear case unfolding. A month ago, amazon seemed invincible, didnt it . The other day, the former ceo of home depot gave an interview with called amazon the da...
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BLOOMBERG Bloomberg Technology August 25, 2017

Emily i am emily chang and this is bloomberg technology. Apparent goes from crown prince to cautionary tale after a judge hands down one of the harshest sentences for a Top Executive in south korea. What is next for samsung and who succeeds jay y. Lee . Our roundtable discusses. It is going down to the wire with alibaba a few billion dollars away from snatching the crown from amazon. We will break down the Second Quarter rally that closed the gap. They are not the only billionaires betting on ou...
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