Page 49 - Halftime Report News Today

Reachable . Gus brown, pie in the sky forecast or is this legitimate tax liabilities a reduction are lead to Margin Expansion, share buybacks, 20. 5 times multiple as earnings go up and that gets you 3,000 on the s p. I mean, its not pie in the sky historically, but theres a decent probability that that could happen doesnt mean it will happen or anyone can actually foresee that happening. I think he makes a good case though i thought the note was fairly rational, but think about it, he could hav...

Yesterday stocks had steady gains throughout the day the s p 500 snapped a threeday losing streak and the dow was up for the first time in three sessions overnight in asia, nikkei was up by 1. 4 . Hang seng positive, up by 1. 2 shanghai composite up by a half percentage point breaking news out of europe. Uk reached a brexit deal with the European Union willem marx has more on that story. Good morning good morning. This is good news for theresa may, the british prime minister, she can go back to ...

Feds final meeting of 2017. Jim lebenthal, the question is this will we look back and say this marked the beginning of the end . I dont think so. First off, this particular move is well telegraphed so the market expects it and the question of what will upend this market is any time you see Profit Growth in any way interrupted, and on that front its hard to see anything coming up look, you wont have any news until the middle of january or early january when Companies Start to report and they are ...

Think it is in the next 20 years a Million Dollars a coin comes after s. E. C. Chairman jay clayton put out a cryptocurrency warning saying if an opportunity seems too good to be true, exercise extreme caution. Not every day you get Something Like that from the head of the ftc. Wheres your thinking on bitcoin prior to this runup and now that it has gone so much higher . I think bitcoin is basically an inverse mistrust index, and that is as we lose faith in institutions, it goes up a prediction, ...

Jpmorgan, goldman, the xlf. Financial are just ripping. The pharmaceuticals have done pretty well. All the stuff i hear about small caps are the place to be with tax reform. Right. You keep hearing that. Why not the big guys . Why not i agree with you looking across the desk, most of the people sitting on this desk right now have huge exposure to some of the bigger cap stocks whether its jpmorgan or citi or bank of america, you name it across the board, scott, what are we seeing, the transparenc...

Well get them involved in a few moments, but we do begin with the aforementioned jeffrey gunned lach, founder and show of Doubleline Capital thanks for having us. Welcome, judge. Glad to have you here at doubleline. A big day, obviously fed day. New high yet again for the dow surprises today. The fed is going to hike, right . Of course, the fed is going to hike. The real message of 2017 i think is that this is the year that the fed won. You know, 14 short mondays ago the bond Market Pricing said...

And a special guest, cnbc senior contributor larry kudlow your money update very quickly right now. The big cap indexes of your fractionally, not a whole lot. Smaller cap names, visavis the russell 2000 are down very slightly just quickly before we get to larry, John Najarian and the overall markets, starting to see a couple of trader notes suggesting maybe this rally might pause a little bit heading into the new year for a few different reasons. Your thought on the macro markets. Sure. You coul...

Hollywood and media. A monster deal reverberating through hollywood and silicon valley, too. The deal david has been reporting has been announced disney is buying the majority of 21st century fox for more than 52 billion in stock david broke the news seems an eternity ago and is with us at post 9, having talked to eiger this morning we did. November 6th we broke the story. People still trying to get their head around it, but here we are with the deal itself a little more than a month later. Some...

Josh, tell me. How do you think the markets are going to react now, assuming this passes as early as next week, according to the president . Yeah, you know, its really something. Were now going to get a massive fiscal stimulus which we could have used seven years ago, but well get it now, and its squarely aimed at probably the one area of the economy that needs it the least, corporate profits, but, fine they are going to give it to us, and its going to be great for stocks and maybe some of that ...

Good morning, welcome to squawk alley. With me here at post 9, Kayla Tausche back again all three major averages hitting record highs the dow at one point within 150 points of 25,000 its backed away from that a bit, but were still keeping an eye on it. For more, philip swagle and jim paulson, chief investment strategist welcome to both of you jim, we keep hearing simultaneously that the market is rising on tax reform optimism and also that tax reform is priced in. Which is it . Well, its hard to...