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CNBC Fast Money Halftime Report January 25, 2018

Latest to blow through expectations go big or go home. Go big or go home, and theyre actually delivering. The facts are all there. Fundamentally, are some of them stretched . Probably, a little derivatives markets continue to go after those major names, major indexes, and theyre buying more upside, scott. Do i think its over i dont. Do i think its probably a little bit is it heated yes. Is it overheated no were not discounting the fact that the russell has done incredible well. Thats set new rec...
United States Walker Well Carl Icahn Tom Conrad Dan Loeb David Einhorn

CNBC Fast Money Halftime Report January 30, 2018

Up investors are nervous about whats happening in the bond market is that what this is about i think thats part of it but also the impact on health care from the announcement that we had this morning from mr. Buffett and jamie dimon and amazon is enclosuclearly is havn impact the expectation would be that youd see increased m a in 2018 when youre getting significant selling like youre getting in the managed Health Care Space youre going to see a dow tape clearly under pressure. Steph, the dow wa...
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CNBC Squawk Alley January 30, 2018

Us put this into some perspective, our Senior Market commentator mark santolli. You have the two day shakeout that is not yet undone last weeks rally you kind of gone up so far in a Straight Line and everybody acknowledged that the market itself is very extended to the upside sentiment is way too bullish you needed some kind of a rest i think youve had convenient headlines to come in there and grasp on to, whether it is apple on iphone demand they say okay maybe its time wlachlt is interesting i...
United States New York Hong Kong City Of United Kingdom John Sculley

CNBC Fast Money Halftime Report February 15, 2018

Valuations, and when youre hitting major levels to get to another new let them, you always bump up against it and come back here youve got the added factors of, number one, a weaker dollar, which is, as he saw in the report yesterday, pushing inflation higher, that was the clothing aspect of it. What ive done over the last few days is ive added some positions that i had i initiated a couple of new positions. In what bungee. Bungee came down dramatically after their Quarterly Report theres lots o...
United States North Korea New York Morgan Brennan Michelle Carew Suso Louise Yamada

CNBC Fast Money Halftime Report February 16, 2018

Up 5 this year include iing th gain right now nasdaq up 6 this week s p and russell 2000 also Higher Telecom and health care are your Top Performing josh brown, remember the end of the world last week in what has changed between five trading days ago and now actually, so my view is that nothings changed. And something changed we were down 2,000 points. But you said whats changed about the state of the world truthfully nothing my big take way and people have heard me say this before but its still...
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CNBC Squawk Alley February 16, 2018

Head to pang chayeongchang in a minutes. Were joined by senior Portfolio Manager chief equity strategist bob doll bob, you know, were watching markets this morning sort of bounce around. The s p 500 actually kind of firmly in the green right now. It has been very strong week following that roughly 10 correction where are we right now well, that we bounced i dont think should be any surprise we got the positive technical divergences last week. The surprise is how far and how fast we have bounced ...
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CNBC Closing Bell February 6, 2018

Major averages are moving higher we have a panel of experts coming up here shortly. Dont forget about earnings we have a bunch coming our way after the bell, including disney well have an exclusive interview with ceo bob iger. Looking forward to that. First, though, theres also some news out of washington at this hour lets get down to aeamon javers with remarks from the president. Reporter it came about the dangers of the ms13 gang. The president talking about immigration saying he ultimately mi...
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CNBC Squawk Alley January 23, 2018

Were going to have a house party good tuesday morning. Im Carl Quintanilla netflix a big story. Trading at all time high surpassing 100 billion in market cap for the first time after earnings shares up on strong guidance for on going growth which is driven by the commitment to content on the earnings call, Reid Hastings said because theyre growing faster than expected, theyll invest more than planned. It is 8 billion but it will be higher in 2019 and 2020 so dont think of it as 8 billion and a n...
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CNBC Squawk Alley January 31, 2018

Busy morning the president delivering his first state of the Union Address, applauding the work his administration has done on the economy, on jobs, on health care, and taxes. We enacted the biggest tax cuts and reforms in american history. Massive tax cuts doubled the Child Tax Credit we slashed the business tax rate Small Businesses have also received a massive tax cut roughly 3 million workers have already gotten tax cut bonuses the president mentioned taxes 15 times in the address, most sinc...
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CNBC Fast Money Halftime Report January 31, 2018

Where we are volatility picked up this week couple of big down day, now a lilt bit of a snap back. What do you think about with where we are well, the snap back is not that convincing because its losing steam volatility is back for sure because when you reach these levels in the market in terms of valuation, in terms of just overall movement, youre going to see more volatility because people get r more nervous. I think were in a small consolidation period and as we get into the heart of earnings...
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