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Transcripts For CNBC Fast Money Halftime Report 20171016

I feel good about it. Steph and i talked before the show ive tried to be cute at times, did in the beginning of september, if you remember i thought the market had a lot to overcome from a trading standpoint you have put a small position on, but listen, this is a market that punish eds you. You need to get out quickly to see where we are today i love whats going on with technology the software play is the play that i have. Its the the three big names. Its microsoft, its s. A. P. , its red hot, and im not looking to get out of any of them. Steph, you know, we mentioned mike wilson who is the the gentleman we were alluding to at the very top of the show i of Morgan Stanley. Sat right here hat the desk recently saying theres greater risk of a correction than hes seen in a while. Points to the Balance Sheet reduction from the fed uncertainty around the next fed share. Negotiations on text legislation. Counter trend dollar rallies is he wrong . Those are all real risks, no. For sure, and i

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