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Transcripts For CNBC Fast Money Halftime Report 20161024

Stocks. Bullish stocks. You short the tenyear. Where are you today . The same. I think were at a secular bull market that began in march of 2009. I believe we hit Double Bottom in bonds, and were going to it would be nine bare market in bonds with 5 year bull market in bonds and its over. Some who say theres nothing thats attractive. I think the word cautious is the one that overrides almost every part of the conversation weve had. Here is david tepper, who was on with us. I want you to react to it on the other side. David tepper. Margins that may be under pressure because of wages and now the dollar seems to be getting stronger again. It would be okay and then you have to deal with the election. You know, generally speak, you know, pretty cautious on the market. Certainly not alone. David costa takes out their s p 500 earnings forecast. Secular stagnation. Peaking margins. Are they missing something . No, i it think i mean, look, ....

United States , New York , Bob Goldfarb , Jim Chanos , Taylor Morrison , Josh Brown , Jake Reese , Jeff Bezos , Steve Weiss , Mike Pierson , Kara Swisher , Nelson Peltz , David Tepper , Ivy Zelman , Phil Lebeau , Carl Icahn , Edward Jones , Double Bottom , Money Managers , Income Fund , Trading Week , Earnings Growth , Small Caps , Interest Rates , Ryan Clinton , Large Banks ,