Howard Marx News Today : Breaking News, Live Updates & Top Stories | Vimarsana

You were just talking about times when its okay to sell if youve had gains on some of these big cap tech names. Yeah, im not advocating that this is a get out now moment, i just think that we have had such a good run, there was something that came out on the screen this morning that we are having the best quarter since the Fourth Quarter of 1999 and i just cant be, oh, well, so what, when was that that was a seminole top. Theres been some fantastic runs and i think that sometimes we forget why we own stocks we own stocks to create wealth there was a gentleman on just now, mr. Bailin and he sai...

Guy is introducing his wynndicator we start off with another record close by the nasdaq led by big tech, apple, microsoft, amazon, facebook all hitting record highs today. The five Biggest Companies in the s p 500 account for nearly a quarter of the indexs total market capitalization. How long can the leadership of these names last if you look at the nasdaq 100 has outperformed the s p by 28 year to date but by 13 since those march 18th low amazon and maybe facebook were somewhat defensive here for real reasons related to the core business but some of the others have been defensive because of ...

Were off the lows nasdaq is green. Russell is green dow is down only 160 the s p is down. I mentioned crude. I know its jarring. You look at that number to the right hand side of your screen down 43 crude sinking more into the abyss. We do have big earnings reports out this week. Well discuss all of that. Pete, dow and s p are on track for the best month since october of 2011. Now were starting another week. What are you doing in the market today . Its probably one of more active days. Last friday when i was on with you, that last three hours of the day, it seemed like an opportunity to me bec...

Tonight. We have got guy adami and we have tim seymour and steve grasso and brinmar trust jeff mills. Guy, were up 770 points on the dow and we have oil spiking, as well and banks participated and a lot of different sectors participated in this mini run or mini rally and whatever you want to call it is it because of fed help . Is it because some of these coronavirus numbers came down, giving us a reason for optimism or was it Something Else yeah. Typically its all of the above and ill have to reposition my camera in a second and i apologize if the shot is lose pep yesterday made sense to me in...

Again today. Right now it is a positive day for the dow. Up 400, following the biggest decline for stocks since the great crash of 1987. The russell has gone negative. Josh brown, its been one heck of a week. What are you thinking about today after weve given, you know we gave up almost all of the 1,000 point bump were still hanging on to a few hundred. So couple things. One of the points ive been trying to make on the show recently is that security selection is not going to be the answer to how much pain you are going take in a moment like this and that was proven this week. The xlu, which is...