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CNBC Fast Money Halftime Report January 8, 2018

Im going to defer to one of our panelist, stephanie long, behind this move all the way, people selling the stocks even down to the caterpillar sell by Goldman Sachs saying this is your opportunity i hope you do talk emerson this is a remarkable time, and there are very few people who understood it was about to happen and theres a stock shortage of machinery companies. We have all the companies that you want in biotech. We do not have enough machinery and Cyclical Companies thats a big part of this. Is this, steph, the way to really capitalize on whats happening . Not only with taxes, perhaps infrastructure, but the synchronized Global Recovery that weve been noting every day. Thats why you want to own industrials, when you think the global economies are improving and when the dollar has come back and been pretty tame ....

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