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CNBC Squawk Alley February 19, 2016

Happy friday and welcome to squawk alley. Working on her fourth hour of television. Its friday luckily. It is friday. First up today tired of shelling out hundreds of dollars a year to rent that cable box . Federal regulators seeking to increase competition and choice. Voting to adopt a proposal that will let people swap out those boxes for cheaper apps for Companies Like google. Its good to have you back. Good morning to you. Good morning. Party lines really didnt surprise anybody. But what was...
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CNBC Fast Money Halftime Report March 1, 2016

Is that a signal that better days are ahead . What counters that is the fact that financials were last months weakest sector and that begins now. The transports recovering or the banks breaking . I would say that its more toward the banks and the reason i say that scott is when you look at the performance of the market so far they have been tracking far more closely with the banks and i think kevin oleary yesterday hit it right on the head when he was discussing with us the banks are intertwined...
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CNBC Squawk Alley March 2, 2016

Good wednesday morning. Kayla is on her way back from london but john fort and myself here at post 9 on a busy day and markets have macro to react to and of course super tuesday. Donald trump and Hillary Clinton are the favorites to win the nomination. John harwood is back at hq with more on what happened. You can look at the super tuesday primaries in two ways. Did they snuff out Hillary Clintons nomination and Donald Trumps for the republican nod . No they did not but did they push trump and c...
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CNBC Fast Money Halftime Report March 14, 2016

The last few years, as you know. Is value back . Its hard to say whether its back yet. I mean, its been probably three weeks where the value has started to reassert itself. But after five years of underperformance of value versus growth, the spreads in valuation are at provocative levels. Cheap stocks are as cheap as they get. Expensive stocks are reasonably expensive. And that spread has widened to the point where in the past, if you tried to capitalize on it, you would have been really wellreg...
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CNBC Squawk Alley March 17, 2016

Kayla made her way back after south by southwest. Henry is here, editor, founder and ceo of Business Insider on a day when the dow is 24 points away from break even for the year. First up tim cook talking about the companys brawl with the fbi in an exclusive interview. He talks about how the government should be pushing for more and not less encryption and calls the notion of going tark raised by Law Enforcement as he says crock. His senior writer, its great to have you, welcome. Thank you. No s...
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CNBC Fast Money Halftime Report April 15, 2016

Oil has come up, what, 30 . Were above 40 as we go into this. And its the bigger picture. It definitely has been a big increase here and certainly a risk premium on the table. We are a little bit lower today coming from the headlines that the iranians are not sending their oil minister. You need an accord and if theyre not sending their top guy that could be a problem. Having said that. Our exclusive survey finding that 56 of the people that responded think there is more than a 50 chance that so...
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CNBC Fast Money Halftime Report March 9, 2016

Europe right now. The bull market is not done. Theres no reason to believe it should be done at this point. Pete . I tend to agree with jon. But i think its getting fatigued. I think theres a little bit of tire. If it was a mile and youve run three lapse, were on that fourth lap and its hard to get that momentum back weve seen in the past. Some may be listening to this conversation and saying, look, guys, why are we talking about whether the bull markets dead, it was over already. Sectors biotec...
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CNBC Fast Money Halftime Report March 21, 2016

That debate begins now. Dr. J, at 1 06, is apple a buy or sell . Still a bigger buy than a sell at 106. It rarely does with these announcements. I dont know that theres anything that jon fortt has said thats really that earthshaking about this particular announcement. The big one, of course, is going to be in the fall with the iphone 7. Nonetheless, people that were late to this one instead of buying at 134 bucks a share or 138, still right around 106, 107. I think thats a reasonable do, not qui...
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CNBC Closing Bell March 3, 2016

Back into positive territory captivated by donald trump. Yes, they were. Just a correlation. Yes, they were. The Energy Sector is leading the comeback outperforming the Broader Market after Oil Prices Rally from losses and settled nearly 35 a barrel and theres the Energy Sector up 1. 3 on the day. Technology and health care, the two minus signs in that tally today. Not all good news in the Energy Sector. Natural gas prices plunging to the lowest levels in 17 years, despite a larger than expected...
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CNBC Fast Money April 25, 2016

Expectations usually equals a good earnings reaction. Could this be a recipe for stocks to hit new highs . A hundred percent it could. Think about the resilience. Im not going to pretend ive been a raging bull, i absolutely have not. Think about the resilience of the market. Thursday night you heard from microsoft, starbucks, google, disastrous outcomes in terms of what the stock did. Yet the s p was flat on friday and down a few handles today. Actually rallied back from being down double gij it...
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