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CNBC Fast Money Halftime Report July 14, 2024

The trade war, the selloff in stocks widespread this hour from semis to broader tech to retail to almost all parts in between you tell me what you are doing i saw current takeoffs from risk last week i took a little off this morning. I think theyre good sales im not putting money back in. I think whats happened here is we all knew or most of us had sensed this would come because the lack of stableization deleadership level its like making a deal with the devil. Were paying for it. Without a clear resolution of trade, china having multiple levers to continue to pull with that potentially impacting the economy while on the other side of it the fed it doesnt matter what they do, frankly, it doesnt help, nick, take a year to impact as well. I just think its prudent to put the market going into this being up 20 in the year nobodys got a problem taking money off the table. So sit back. Take it easy, just observe you shouldnt liquidate everything you definitely shouldnt liquidate stocks where ....

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