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CNBC Squawk On The Street June 28, 2016 - Vimarsana News

CNBC Squawk On The Street June 28, 2016

On friday and monday in those markets, but strong rallies without a doubt. How is our ten year doing, you ask . And you shall be answered, 1. 468, sometimes thats what i cant get over. Its the only thing you need to look at rather than oil. And if it goes back to 50 well see how the market does. Oil trumps boris. Remember we dont use his last name anymore. Now its boris johnson. Oil is trumping everything because this market is so screwed up. Its what we look at. Thats where were going to start. Our roadmap does start with those global markets. It doesnt say theyre screwed up, it says they are...

CNBC Options Action July 1, 2016 - Vimarsana News

CNBC Options Action July 1, 2016

Thats how bio tech investors feel this year. And i love gold well, youre probably looking at the wrong medal, buddy, because its silver thats surging. Why it could be going even higher. The action starts right now. You want to see something scary . Check this out. That is what you get for lending your money to the swiss for the next 50 years. Less than zero in the hunt for yield, investors appear to have lost their minds. What does this mean for stocks . Lets get in the money and find out. The first thing to comes to mind is the banks. Listen, the big headlines at the end of this, a week on fo...

CNBC Squawk Box June 10, 2016 - Vimarsana News

CNBC Squawk Box June 10, 2016

The bombaydo down as well. Also look at crude. Wti falling to 49. 77. And the battle for the white house is front and center this morning. President obama officially endorsing, surprise, surprise, Hillary Clinton for president as did Vice President joe biden. Senator Elizabeth Warren doing the same and didnt take long for gop candidate donald trump to respond. Trump tweeting obama just endorsed crooked hillary. He wants four more years of obama but nobody else does. Clinton fired back with a tweet of her own saying delete your account. And that tweet let to another tweet. Reince priebus, if an...

CNBC Fast Money June 21, 2016 - Vimarsana News

CNBC Fast Money June 21, 2016

Monetary policy to congress today, as part of the testimony. It had this worrisome nugget about stock values. Quote, forward price to earnings ratios for equities have increased to a level well above their median over the past three decades. Although equity valuations do not appear to be rich. Term premiums are more normal levels. That is what they said. Yellen was asked about the possibility of asset bubbles. She was a bit more sanguine. She did not contradict the report. I dont see signs of extreme threats to Financial Stability be at this time. This is something we monitor very closely. But...

CNBC Options Action June 18, 2016 - Vimarsana News

CNBC Options Action June 18, 2016

Lets get to it. The story of the week was a collapse in global rates. The u. S. Tenure deal hit multi year lows creating a hunt for yields an dangerously crowded trades. Dan, what are you looking at . We know what the trades have been over the course of the year. Really into the course of the last year it was utilities u. S. Telco and Consumer Staples. One is the defensive nature of some of the businesses. A lot of revenues for the most part here. Not as much on Consumer Staples. There was a dividend yield. To me they have become crowded trades and the most important point is that the stocks h...