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Transcripts For CNBC Fast Money Halftime Report 20240713

Halftime report starts right now. Good to have you with us. Our Investment Committee today, joe, josh, john, steve and shannon. The chief Investment Officer at boston private wealth. Lets begin with a look at talks. The major averages off their Third Straight down week a bit volatile in the green as we speak. Weiss, your note said you were a net seller and you will sell on any strength you get in the market why is that . Theres has to be significance to it. Im not selling anymore i took advantage of the lift if in friday to sell some stuff there hasnt been a lot of selling but shaving here and there. I think what the news the came out today and over the weekend has set the bar a little lower for what could come out of the china talks. As long as they make some sort of progress were okay and the market lifts my bigger concern is the earnings season. Were trading 16 times next years number right now, thats not cheap. The market generally is about 14 times. If we see continued strength in

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