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Were talking about other cloud plays on the horizon the Halftime Report starts right now. Great to be with you on this friday, your investment committee, joer er ijoe, john,y young, senior Portfolio Manager with young and associates at morgan still is larry fink right . Are investors not being aggressive enough right here, serrat with markets on the precipice of a fed rate cut . I think right now its fair to say we are properly valued. I dont think you want to be more aggressive going to the markets. Earnings are coming down we have a lot of uncertainty stocks have had a great run, plus 20 there are opportunities. I like a barbell approach on investing, where theres growth and value but going full force into the market is a little scary. Theoretically if rates come down, doesnt that make valuations more attractive, more acceptable to have higher valuations youre factually ....
Lets call it down ever so slightly and lets go to europe, of course, where the market has been open for quite some time today. You can see it has largely been a positive day for most of the markets overseas, at least in the european area. As for our road map right here, back in new york city it starts with the major indices looking to pull up and out of what has been the biggest weekly declines weve seen since august. You can scratch one name off of the candidates. Qualcomms promoting chief operating officer Steve Mollenkopf to ceo. And sams club will have a new Service Called pantry. And on mad money last night, retailers saying customers are feeling a little bit better. Lets try to avoid what would be a fourth consecutive day of losses. The dow and s p closed at onemonth lows yesterday, though still about 2 from record closing highs. We got to start with the market. Peopl ....
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