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Us. He thinks oil has also bombed. This year hell lay out his case coming up. Also apple giving a nice boost to the dow today. In fact, its the best performer. Its up more than 4 right now after word gout out that Warren Buffetts company. Also Julia Robertson has reduced his stake. Lets start with oil prices rising. Goldman turning bullish. Previously one of the most bearish forecasts over the past year, now saying prices could go to 50 in the next half of the year because of an oil deficit interestingly enough. And the oil market has gone from interior soaring saturation to being so much earl...

That we saw yesterday, increasing concerns about whether or not the fed is going to raise rates in june. Does the fed threat then rally . I dont think. So im not going to speculate on when theyre going to raise rates. The bottom line is you know theyre going to raise rates. It could be june or september, next year. What the real important question is what are you doing in the fixed income market if the feds raise rates you . Know theyre going to go up. Its just a matter of time. And i get very, very concerned about the 3. 5 trillion that is sitting in fixed income mutual funds as i look forwar...

Making theme out there right now. Believe me, you do need broad themes to invest in this market. It is all over the place. Largely guided by the fickle price of oil which seems lying it stalled out below 50. Just look at today. Where the average started off deep in red but then rbled along with the price of crude. S p 500 advancing 11 . If you want to transcend this markets day to day meandering, you have to think bigger. The customer. Think about that. Who owns her . Who knows her . Thats one of the biggest making themes around. Take this morning. You picked up a staggering 56 gain overnight....

Lets bring in bruins beleskey with bmo Capital Markets and dean maki and cnbcs steve liesman. What do you think . Need to take a really deep breath. My comment, not to be flippant, duh. Tell me something that i dont already know, issues that have confounded investmentors for the betterment of six months, number one. Number two, weve been pretty clear on the views in the market that are in a rinse and repeat. Cant get off the emerging markets commodity trade and cant seem to not wore egabout the fed, cant stop worrying about china. Well be worried about the election which should be thrown in th...

Weak month. But frankly, thats downright terrible. The house of pain the dow shed 32 points. At one point it was much, much worse. As i always tell you. This year is all about constantly finding the roving bear markets and the ramping bull markets. In response to the Interest Rates plummeted. The bank rally. All the u. S. Based international company, the bottom market dividend yield of 3 or hire. It will be longer than anyone thought. Specially fed nums keep telling us the economy is getting too hot. If anything, these numbers are too cool. Way too cool. As i like to say at the end. Show, ther...