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CNBC Mad Money December 2, 2013

S p back 7. 2 . At jim query, would you buy amazon here . My quick response, two very different questions, yes and no. Thats right. Yes, i would buy amazon. No, its not worth 400. Welcome to the world of bull market discipline. The discipline to buy stocks that arent cheap but are right. A discipline that will be tested in the next few days. At last because of todays last hour 7 selloff sell, sell, sell that shook people out of their complacency. Im talking about the rigger to recognize what the market actually wants, though, not necessarily what you want. The dichotomy says you would rather have a portfolio that is hated and making money than be bound by concerns that may not be as relevant as they should be. Lets start with amazon, which hit at an alltime high today, 399 before being repelled along with many other stocks by waves of afternoon selling. This weekend on the most watched news program in america i called it a terrific advertisement for amazon. It was incredible. A film ab ....

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CNBC Squawk On The Street December 4, 2013

96 since halloween. Our road map begins with the markets. We could be in store for a foursession losing streak. That stronger than expected adp number adding to worries the fed might taper sooner rather than later. And a holiday treat as november sales give sales a lift. And a double whammy for financials. Citi with a downgrade and we could see a tougher than expected volcker rule. And ron burgandy means green for dodge. Sales fueled for the durango. News on concerns that the fed might scale back their Bond Buying Program when they meet later this month. Well get ism services and new home sales in about an hour from now. Its been said maybe december tapers right around the corner, jim, if numbers like this keep up. I think its tough for yellen to come in, we start tapering and we get some big frackus in january. We forget the two parties hate each other. They tend not to accomplish anything. Worst congress in history if you c ....

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