Page 67 - Halftime Report News Today

John, are you worried about the overall market and oil . Will oil drag down equities . It has held us back. I think wed be higher were it not for that downward pull, brian. But will it stop us from working our way up . No, i dont think so. I think it will slow the rise. I dont know how much further we go, brian. I know into the november opec meeting where they were talking about Production Cuts, the ovx, which is the volatility metric for crude oil, it spiked to 55. Started at 33, spiked up at 5...

Call it the greatest endorsement you can get. Isnt this the biggest indictment of ibm that you could find . I would say that an indictment, but he didnt completely sell his entire position. He sold 30 . At 180, not 160, so the reaction were seeing today is an overreaction in my opinion, scott. Because 160 stock got into the 153 range, now, i think its around 155, but he didnt sell at 160, nor did he say he would sell it at 160. He did comment about how he has revalued this stock low eer so he on...

Good morning. Gawk to squawk alley. We are watching new highs early this morning. Before we settle in to yet another tight range. Tenyear the highest since april 10th. Apple, ibm, and google dominating the conversation betwe. Becky is standing by in omaha with the latest. Good to see all i dont haof morning. An amazing amount of Technology Talk and again this morning with Warren Buffett. Its fascinating because this is a guy who claims he is not a technology guy. In fact, doesnt even own a smart...

One that moved stocks, if not the markets themselves. Theres one stock on the move today, apple, another all time high. You know, josh, this is becoming a recuring theme. Market opens, apple hits a new high. Qs hit a new high. Heres whats interesting about apple that i dont think a lot of people have proseccoed. Apple made a market cap all time high in february 2015. And then even though price continued higher eventually, its not until friday that apple repeated and made a new market. Thats beca...

Really a macro call based on valuation and you have to consider the dollar as part of it. I just think yen has more potential upside. The its a pair trade, as you said, its not that im short the s p, bearish, its a relative performance. Thinks the s p could still outperform. This is like a mid year trade. Sure, if you were thinking about mean reversion and the huge gaps in valuation and performance thaend youre looking at the recent trend that shows a big reversal from what weve seen in the last...

We have the latest from the white house. Weve heard from the president of the United States and the Vice President of the United States, the pressure just a little while ago summoning reporters into the oval office where he was seated next to henry kissenger. The president addressing this that a question from a reporter asked about his decision to fire james come qul. Heres what he had to say. Why did you fire director come . Because he one doing a good job, simply. That is a much broader reason...

Everybody is trying to pick the bottom and its not working out so well. The proof is in what you get, right . What you get is when you find these earnings out and find out where they are, you look at somebody like macys. When you miss on the revenue as badly as they did, scott, they call themselves a transitional stock and they are. But they are still a ways away from the transition that they need to make to be competitive. Thats the problem they have got right now. When you look at look at thos...

The box today. Why not, right . Somebodys got to be the bull. How do we get there . This goes back to last year. This has been a very sink nous, from 15 recession, 16s recovery was born from that. When i say recession, i mean global recession, it was pretty harsh. I think the distractions of brexit, the election here in united states. Ref rerendum of the month in europe. That has really distracted people from whats going on and now n the First Quarter, we see the proof. The earnings have been sp...

Good morning morning. Welcome to squawk alley. Back at the desk on a monday morning. Governments and companies around the world working to contain the fallout from a global cyber attack that disrupted operations at factories, hospitals, and governments in 150 countries. C by the attack. Saying the attack should serve as a wakeup call for governments. Joining us this morning, aspen institutes isaacson. And now the chief Information Security officer at Cyber Security firm xtera. Good morning to yo...

Good tuesday morning. Welcome to squawk alley. Joining us this morning, elie wiehl is on set and mike isaac. We will get to you in a couple of minutes. We start with mixed signals from washington over the president s reported conversation with Russian Foreign minister lavrov inside the oval office. National security adviser h. R. Mcmaster now set to hold an oncamera press briefing in about 30 minutes. We will bring it to you when it happens. John harwood is in washington to set the scene. Clearl...