Best performer. Yesterday we had a very different morning session then afternoon session, the 10 year yield got down yesterday, it was an alltime low, six basis points off of that now. A definite sense of relief in the treasury market. It was below 50 an hour, back above that now. We will continue to monitor that situation. And all is well in the world, despite the fact that we are going to be tracking the coronavirus in the next two hours. About, a lot talk of stories we need to focus on, european stocks are stabilizing, the u. S. Markets opened, and we saw that stocks one positive, drifting by little. Is 52. An tenyear but things are looking more positive. And today we see germany potentially talking about loosening the pursestrings. This laterk about on. And there is talk that maybe some of the spending the market has been anticipating in the upcoming budget may be deferred until later in the year. Pretty amazing that we have been speculating for and it may so long, have taken the c
Investment committee is ready to go Halftime Report starts right now. Welcome good to have you with us on this thursday, the first trading day of 2020. Our Investment Committee here today. Lets begin with the markets its the first day another record setting day for the major averages there you go right now dow off its best levels, not by much new record high, 28720 nasdaq back above 9000 s p 500 positive as well the russell is a drag. But for the most part, its the same story semis hitting fresh new highs. Apple extending its record high. The beat goes on. What im particularly excited about are the International Charts i know a lot of american investors say what do i have to Pay Attention to that for . Its note worjnoteworthy were g with countries in europe up around 1 , looking better than our markets. Germany is up over 1 . European banks this morning as a group are up 2 . European Technology Names as a group are up 2 . This is noteworthy emerging markets is up double what the s p is
Democratic debate stage where everyone came out. I think the question in fact remains who has the edge, when is agenda . Speaking of winners and losers, we break down who has the best and worst week, hence cue up the gang. Thats all im going to tell you. All that and so much more on making money. Stock market setting new records again today as our economy continues to sizzle and there are no signs of letting up. In fact all eyes right now looking ahead to 2020 and whether or not we can continue to fuel this, especial blaze it is an election year. But even as we continue to thrive last night in the democratic president ial primary debate, one of the main arguments was about whether or not it is good thing to do well financially. Take a listen. So the mayor just recently had a fund raiser that was held in a wine cave full of crystals and served 900 a bottle wine. Billionaires in wine caves should not pick the next president of the United States. Im literally the only person on this stage
To get there we are going to bring up the filings of irwins. Youve heard of this one right. He says imagine i have a box that is sealed in some radioactive source like the ukrainian we stopped before. They can detect when the source permits up particle. When it does, it will open a box. Gas will come out of the box. It is cyanide in the cat dies. As his daughter once said i think i. Dot my dad just didnt like cats. I see no reason to kill a cat. I think im gonna undo the decades of cat killing the has been a favorite pastime. When you havent yet opened the box. He invented his equation. At the time he didnt have this interpretation of the equation that you got the proper ability of something. I wish i have nothing to do with this. He did not return the nobel prize the wave function of the detectives is in the superposition. And having open and have a knot. His results in conclusion from this surely you dont believe that thats what really happened that thats what his own equation says.
Mike khouw has the strategy to capitalize on that sipgsing feeling. Its time to risk less and make more options actions starts now we kick things off with the head line that rocked wall street the hedge fund that just had a Million Dollar pull back the whole back and forth got us thinking if youre betting on a pull back, what is the best way to play it right now . Dan has got some ideas it really depends on time horizon. Im sure bridgewater is involved in lots of trade options all the time it could be hedging, directional, who knows what the heck it is the when you think about a head line like that, a lot of traders and investors were talking about, it gets me thinking about, lets look at the prices of options right now u with the stock market teetering at alltime highs we have a little more than one month left in the year theres a chart of implied volatility in the spy, the you s see that its trading near oneyear lows. I think viewers will understand that those spikes correspond with