CNBC Fast Money Halftime Report May 3, 2016
Money trade as it relates to energy, and the oil bottoming, and the u. S. Dollar, and that has ended. I would take the chips that one might have and a materials, energy, lower dow type of trades and move them elsewhere. Myself, i bought some puts in the xle, and the xlb in the last couple of days. You sold all of the holdings on friday . Yes, and i told friends that i had in energy names to do the same. And i truly believe it is the dynamic as it relates to the currency, and steve has often talked about what has changed fundamentally as it relates to oil, and not very much. It is a currency st...