Page 2 - Jon Peter News Today

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...

Reasonable, but i dont buy it i i cant plug in the same numbers that they are plugging in but these are really smart people over at mkm, mel. You and i both respect their work a lot, but i think were going to see apple top 1 trillion long before alibaba does, and then i think it will be another American Company that comes right on their heels you mentioned facebook and microsoft. They are both close, and i think boast those could also beat alibaba. In terms of the numbers mkm makes the argument ...

Market going and certainly in the near term. In the near term were in a vacuum of news, right . We do get the jpmorgan conference next week so that will be west healthcare and then we have to wait for earnings what ive been doing is ive been looking at companies where fundamentals are still very strong or improving and evaluations are still somewhat attractive the market as a whole is fairly valued a lot of stocks are actually outright expensive so ive been picking very small because i still wan...

Earlier today before turning negative were just off the lows of the day. Rates are in focus the tenyear is pushing past two six. Pete, whats happening we erase a 280point gain the other day. Then we go up more than 300. Then today we find ourselves falling as we speak. A little slipping welcome to the new world of the market welcome to the new world, and you talk about 1,500 points, thats why were seeing the volatility rise the way were seeing it. This is significant. These moves are huge they h...

Yales Robert Shiller with that today. Professor, welcome back. My pleasure. Your new survey says investors are the least bullish they have been since back to 2001 energy. Well, thats true but they were very bullish just several months ago so its kind of oscillating were referring to my oneyear confidence index. Yeah. Yale school of management publishes. What do you think it all means for where and how investors see where the stock market currently is after whats been a really strong year . Well,...

At central banks. There is that allimportant g7 meeting where we talk about currency wars. We just found out in the last couple minutes that according to egypt state tv the Egyptian Military saying it has found part of the wreckage. Tom these two headlines are coming up across the bloomberg. What i find fascinating is the different treatment in waiting thehis plane crash and speculation about terrorism within the london newspapers and the new york papers. It is amazing how this tragic event tran...

Yields are. This same multibillion dollar hedge funder saying its a tactical but dangerous market. Bonds should be falling a lot given the news flow and stocks could rip between now and the election if people get any kind of confidence. Pete, turn to you with the question at the top. Is it time to buy in or time to buy in. We talked about it onair monday following the brexit, scott. You looked at volatility, even though market was down 300, 400 points, these are the opportunities youre waiting f...

Foundation seen here with their check. And one other. Right here in des moines. One enevelope nothing to it, pretty basic with no notification, this simple fed ex letter randomly showed up last week with this blank envelope inside. Kind of surprising, no fan fair. Fed ex delivered it, we signed, the paackage opening was fun you saw the envelop with trumps name inside the plain envelope was one check made out to the mulberry street veterans program. Despite the name mix up by trump, central iowa ...

The caliphate is gone as of tonight. [cheering and applause] very good. Thats pretty good, right . Jon Benjamin Hall is reporting live from syria where u. S. Forces are working to finish crushing the terror group. Benjamin. President trump saying that the caliphate is finished very imminently. Were hearing the same thing on the ground out here. The announcement has not yet been made officially. There are some pockets to be cleared. But there is nothing left of their last stronghold. For the Firs...