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Until the close, cnbc contributor stephanie link from tiaa a nuveen company. Welcome, stephanie thanks. Energy doesnt usually lead this market but is today on the oil bounce and questions about whether thats sustainable and given sort of the scale and increase in tensions whether the move is big enough to bring back the sector and commodity trade i dont know. I really dont because its been a tough industry for the whole year. For a whul of years now. So this is really more a supply issue concern. I think the Biggest Issue for oil are demand and the demand environment has been slowing and the revisions have been lower. So with that as a backdrop this might be just temporary. You would have thought oil would have been rallying much more than it did. I spoke as well about 20 minutes ago to one of the senior traders at one of the major investment banks and said was pleased to see the algos didnt disrupt the market when pompeo came out ....
Here on the Halftime Report. We do want to begin technology where were watching an up raffling of the chips. Smh seeing its worst day in a month. Youve been talking about it for so many months. Is this going to be the down fall of tech . Well, i think that there is no doubt in my mind we talked about the idea of this thing moving very fast. We talked about going all the way back to brexit and suddenly this entire sector took off with technology and a lot of that is because the fundamental story was there to to back up the fact that you had dividends. And pes are starting to stretch a little bit. Weve talked about this on the show. Time to maybe take it out of the stock and do a stock replacement, old options for more up side. If it falls apart like theyre starting to roll down now, you at least were able to get yourself into a risk reward position. And thats what were seeing right now is down side. And we asked if we were going t ....
Stories. Something that caught my attention had to do with amazon, and their quest to rule the world. There is a report they had out for a few years, and internal report. They want to be big in terms of delivery. Going headtohead with the likes of ups, and alibaba, fulfilling the filmglobally fulfillment space globally. Another thing about the canadian dollars, the weakest, and the effect that this having on the National Hockey league. Youve got the seven franchise teams in canada. The revenues for the league are done in u. S. Dollars but the teams are taking in canadian carol currency causing a lot of dollars. Problems around the globe. Diapers, you know them. Its a crazy story. I know them. We have had kids. Adult diapers, and this is a business that is growing rapidly and outpacing the diapers you see for kids. Interesting area, stranger, but a growth business. Absolutely. I was going to talk about crude oil. It is plummeting ....
Definitely a lot of topical stories. Something that caught my attention had to do with amazon, and their quest to rule the world. There is a report they had out for a few years, an internal report. But some folks have gotten hold of it. They want to be big in terms of delivery. Going headtohead with the likes of ups, and alibaba, and fedex, really kind of owning the fulfillment space globally. Another thing about the canadian dollars, the weakest, and the effect that this having on the National Hockey league. Carol currency causing a lot of problems around the globe. Diapers, you know them. I know them. We have had kids. Adult diapers, and this is a business that is growing rapidly and outpacing the diapers you see for kids. Interesting area, stranger, but a growth business. I was going to talk about crude oil. It is plummeting more than 70 from its 2014 high, the s p 500 off to its worst start since 2008. David oil and stocks ha ....
Definitely a lot of topical stories. Something that caught my attention had to do with amazon, and their quest to rule the world. There is a report they had out for a few years, and internal report. They want to be big in terms of delivery. Going headtohead with the likes of ups, and alibaba, filling the filmglobally fulfillment space globally. Another thing about the canadian dollars, the weakest, and the effect that this having on the National Hockey league. Carol currency causing a lot of problems around the globe. Diapers, you know them. I know them. We have had kids. Adult diapers, and this is a business that is growing rapidly and outpacing the diapers you see for kids. Interesting area, stranger, but a growth business. I was going to talk about crude oil. It is plummeting more than 70 from its 2014 high, the s p 500 off to its worst start since 2008. David oil and stocks have developed an unhealthy, codependent relationshi ....