This is real money, and you are the most important part of the show. Tell me whats on your mind by tweeting me at ali velshi. It was billed by ukraines leader to decide the fate of peace and the fate of europe, end quote. And in the end, the leaders meeting today in belarus decided that the fate of ukraine will be more of the same. Despite public handshakes, poroshenko denounced the rebels fighting in ukraine, and Vladimir Putin shot back with his denounceiation, this time of ukraines recent trade pack with the european union, which he says threatens russias well being. Thats the very issue that triggered ukraines upheaval last year, and since then it has deinvolved into europes biggest crisis since the cold war with no end in sight. Ukraine said it captured ten russian paratroopers who it said snuck on to its territory. And now the Russian Military is helping the rebels open up a new front in east ukraine to relieve cities to the north. The goal is to take a road that connects the bes
To kram measure ker ka. Call me, 1800743cnbc. So thats what it will look like if we fall off the fiscal cliff. Im talking about how the stock market acted today, particularly near the end of the day before the closing rally, dow diving 75 points. S p seeking. 63 . Nasdaq, punching. 72 . Because now its dawning on stock holders they are facing Something Like the debt ceiling debacle. If the armed camps in washington dont disarm, and agree to talk to each other in a serious way, and not just the bluster sessions that seem to be happening daily these days, which reminds me, do you remember do you remember the debt ceiling nightmare last year . Going to those horrendous talks last summer, everybody felt very confident that the president and congress werent really at lagger heads. Market was almost at its high. Pretty good, vix low. Then like now, we heard that the discord was only political posturi posturing. The stock market forwarded ahead, and the complacency was thick and more people w
Bullish themes for the year. Themes that big players are betting on, as though theyre done deals. Buy, buy, buy. This kind of thinking isnt unusual at the beginning of the year, as we see what resonates and what doesnt. So without further ado, let me tell you the ten themes im seeing already. First the eight positives and then the two negatives. 2014 is looking like another year where aerospace is ascendant. While we know from alcoa, who produces up to 3 million fasteners per plane, and General Electric, the central thesis is that the commerce are healthy. Those customers ranging from the airlines to an exceptional crop of middle east orders are forcing the bears to rethink their negativity. We know from deltas results this morning that the airlines are flush. We want to learn more when United Technologies reports tomorrow. I think well be pleasantly surprised with the aircraft number. Thats what matters to me. Second positive theme for 2014, nonresidential construction may finally be
Giveback in the markets, happening as the tenyear yield was climbing and that was concerning a lot of watchers of the market. The dow futures are indicated down by 70 points. The s p futures are dune by about 8. 5. These are some bigger movements because the dow was down by about 25 points yesterday. Giving back all of the gains that had it had made this week. Gains have been modest and this morning you see some red arrows. Didnt get out of hand yesterday, got down 50, 60 points a few times that i saw. And it closed down a little. Pretty good numbers, though, yesterday, to be down. And i dont know if there is anyone today reporting that could turn that minus 70 around at this point. I dont know. I dont know. Would have to be a good report by facebook was really good. And it makes sense because no one likes likes the stocks anymore. The shares traded higher after the earnings and revenue beat the street. The social network reporting an uptick in daily visitors to its service, also sayin
Monetizing mobile, and contrary to popular belief, teens are still using it. And General Motors is beating expectations and showing signs of improvement in europe. Plus one of the cars gets a rare award from Consumer Reports. And michael dell is writing a letter saying that he at peace because of what shareholders make. And sac capital could come the kaye and we could come today, and we could have more on that. And at least eight wall street firms raising the stock on facebook and the stock is growing after the Second Quarter results were out last night. They make up 41 of facebooks edadvertising revenue s and Mar Zuckerberg on the Conference Call last night. When it comes to mobile, i am pleased with the results. We have more actives on mobile than desktops and more than half a billion people use facebook on their mobile than desktop. And jim, everybody is buzzing that it is within 14 of the ipo price of 38. Well, it is a big position for the Charitable Trust and looking bad for a whi