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CNBC Fast Money Halftime Report December 23, 2016

Weve got going on here, judge. Its selectively bad just like its selectively good. Nordstrom coach, target, gap. Not a single stock in that group that i just read is up. True. Buy on labor day. Sell them black friday. If you adhered to that, you did very, very well. If you overstayed your welcome in some of the names you just talked about, scott, then its a rough week for you, but i think a lot of folks did do that seasonal trade and took the money off because the runs were so spectacular. You had the xrt, weiss, was up 8 in november. The etf that tracks the retail stocks. Now its rolled over. Yesterday had the worst day since midmay. Why . They were too far extended. The bulls were too far. They didnt deserve to be there. Do you think this was part of the trump rally that got so far ahead of itself . People people were talking about consumers are going to get this tax cut. Forget business taxes. A personal tax cut. They were going to go back and then clearly first parts were indiscrim ....

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CNBC Fast Money Halftime Report February 10, 2017

President trump already making comments over the last few weeks about toyota, motor taxes, things like that. Certainly commenting as well on japans currency. All of this impacting how we think about various aspects of the market. So this is an important meeting today. They will meet at the white house. Then head down to florida for a round of golf, maybe more than one. Still waiting on that. But they will head down to maralago where we understand Prime Minister abe will be staying at maralago as well which is interesting news in and of itself. We continue to watch the story. Youre looking at the japan nikkei. Since donald trump was elected president , up double digits. Were going to take you to the white house once we see the delegation arrive. I have the traders in front of me today as well. Ive got steven weiss, josh brown. Steve, weve entertained this conversation almost daily now as to which markets you really want to be in. T ....

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CNBC Squawk Alley February 17, 2017

Good friday morning. Welcome to squawk alley. Jon fortt, sara eisen and me at post 9 on a very busy friday as the market stumbles a bit for the first time in about a week, taking a pause in their historic rally as the president goes to South Carolina for that meeting with boeing. Investors seemingly undeterred this week through headlines and fake news and cabinet changes. The question is, will that confidence continue as the president s policies move closer to implementation . Were joined by richard clarendon at pimco and mike ryans, global strategist at ubs. Good to see both of you. What a week weve had. Its not just been potus. Its been yellen, philly fed, cpi. What can we say this after week weve had . Weve had strong data for several weeks. We had yellen on the hill for Humphrey Hawkins stem. She leaves her options open, didnt show her hand for the march meeting, but st ....

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CNBC Fast Money Halftime Report February 17, 2017

With the president , at least recently. Uhhuh. He seemed to take a shot out of the blue at you a week or so ago. And then youve responded with a couple tweets in the last 24 hours. One that said, and im quoting, its time we accept pous for who he is, hes entertaining. Later you said its a waste of time to try and turn pinocchio into a real president. Whats going on . A couple of things. First, i deleted the first tweet because i thought the pinocchio tweet said it better. Loon, i tweeted more of it today. There are policies that i tend to agree with him on. I mean, i want reduced i want less bureaucracy. I want better tax law. You know. Changes to the fcc, changes to the fbc. Those are all good things but more republicanoriented type policies. What i have a real problem with is that i dont think he has any leadership skills. I think he has no self awareness. He has no ability to admit his mistakes. He is completely unaware of how technology works. And lets start there because one of hi ....

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CNBC Squawk Alley March 3, 2017

Moments ago. Our parent, nbcuniversal, investing 500 million in snap during the ipo, as the markets look to cap off a sixth straight week of gains. We have not had backtoback days of losses since the end of january. Ggv capitals managing partner glen solomon, wells fargo chief portfolio strategist Brian Jacobson join us to talk about the markets. Brian, and snap specifically, as this starts to clearly roll into some retail hands, what does that mean for tech and for overall sentiment . Well, i certainly hope that a successful ipo is a harbinger of further successful ipos. You know, you saw a decline in ipo activity last year because of market volatility, so maybe well see a little bit more activity for 2017. For the tech sector as a whole, i think that it shows that people are still optimistic about the outlook. Obviously, you cant extrapolate whats going on with one stock for the rest of the sector, especially such a diverse sect ....

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