CNBC Fast Money Halftime Report June 19, 2017
Nothing the last couple of weeks . I think the last ten days, weve been talking about the distinction between having a longerterm portfolio and wanting and needing the exposure to technology and really not touching the technology in the longerterm portfolio. This is a shortterm trading event. I think today we are bouncing. I dont think its over for a lot of the volatility that were seeing in the fang names we could see more, if you want to selectively buy in your longerterm portfolio, im fine with that, and as far as getting out of amazon, longer term, i dont think thats the right thing to do....