Page 91 - Halftime Report News Today

But still, a very nice performance relative to the markets or the average hedge fund there. Continuing to do well. They, of course, are no fans of zero Interest Rate policies, and they talk about that at some length in this letter as they often do. Recall that last quarter they talked about the biggest bond bubble in history may be where we are now. Now theyre saying the macroenvironment that concerns us the most is accelerating inflation, which is interesting because there have been concerns he...

To the campaign trail for our top story. Five days to go until the president ial election. New National Polls show Hillary Clinton once again pulling ahead of donald trump as both candidates set their sights on swing states in the homestretch. John harwood is live in lima, ohio weather the latest. I want to step back for a minute from this strongly republican county, al lep county where lima is located, to look at the national picture. Donald trump has fallen two points behind in the Washington ...

You have a strong Earnings Report and the stock sells off. What is the bigger message, perhaps, in this move today . I think facebook just gave you the green light to take a profit. If youve been long this stock for a while, and many people have, its become one of the consensus longs of Growth Investors and growth fund. Its a huge weight in all the passive averages and its very popularly traded at all the brokage firms, all the online Brokerage Firms released this data. Everyones been long faceb...

Because i sold vxx on friday. What john said resonated with me. They could turn hard and fast and they did. Get near top tick. I think that you have a free pass until wednesday morning. Thats when it gets dicey. You are stealing the hillary rally. I didnt think it would be this strong. They said yesterday 50 up if hillary wins, 50 down if trump wins. So i do think it continues through tomorrow. It gets dicier from this level on. Then after that, i have the same issue. I will be lightening up on ...

More thing from the fox decision desk. Lets get started with jennifer griffin. The polls are very tight in all of the key battleground states and it is a race to the finish. Hillary clinton just finished speaking in pittsburgh. She is on her way to michigan are y where the president was speaking to a group of students in ann arbor. A lot of attention being given to michigan in these final hours. So much so theyre concerned that if donald trump was able to win the battleground state of florida, o...

Mondays big gain. Thatters the s p 500, nasdaq following suit as well. The tenyear note yield 1. 86 . Americans heading to the polls today, including president ial nominees, Hillary Clinton and donald trump both casting their votes early today in new york. Our don harwood closely following the election. He is here at the wall with the very latest. John. Scott, Hillary Clintons favored to win today t. Pom versus shown her ahead by four points or so on a national basis. This is the battleground pi...

This is unpredictable activity ultimately. Bill you writing the Halftime Report today . You bet. Bill martha, whats next . Martha the voters have spoken in New Hampshire which has become a tradition to open the polls at the stroke of midnight. Allowing everyone to vote then go home. Hillary clinton beat donald trump by a vote of 42. The turnout will be such a big deal as we watch everyone come through. There is enthusiasm and whether it translates into real long lines. One of the biggest outcome...

Election. What do you do here . The rotation in the financials and i think you can stick with those. Yesterday i took off a lot of the financial positions, took off a few more today. Scott, when you look at whats going on now, howard ludnick was on last night talking about how regulations, if those were put down a little bit, a little bit softer, druckenmiller again said exactly the same thing. If thats the case, that means the financials have room to run and theres plenty of room. There might b...

Still feel, scott, that we should not mistake people taking off protection trades and unwinding hedges for this massive new shift in sentiment. The most important takeaway that i want everyone to is have is that the markets are not any more excited about President Trump than they would have been about president clinton. What the markets hate more than anything is uncertainty, and then when they get certainty, no matter what that certainty is, typically the reaction is to buy. The reason why is b...

Now and some of the best performing stocks to this point got clobbered. We will look at whether this rotation can continue. Take a look at grub hub stock. The ceo says he rejectathize politics of donald trump and anyone who doesnt agree should resign. All part of the craziness this week. And president elect trump promised to repeal and replace obama care. We will talk to ron williams. He was around when they were putting obama care together and was critical of what the final product would look l...