commonwealth, cwh. >> that does it for us. there is more fast money tonight at 5:00 p.m. follow me on twitter. scott on cnbc. s&p down, dow is down 156 and "power" starts now. >> "halftime" is over. >> market timing? not. bull run gets solid footing. that big headline there, that is -- let's look at today's market boards. solid footing? not so much. down 158 points on the dough. and about 1% for the nasdaq. the broad media has finally noticed an amazing run for stocks. could the end be near? we are starting to hear more about rising rates.

the 30 year mortgage creeping up near that 4% mark. will a rising rate environment crush the housing market. >> you can't go wrong with a good ham. that's what my mother always used to say. >> no, you cannot. >> all right. the dow jones industrial average losing ground today. we are off of our lows of the day but still down 154 points on the trading session. better than a 1% move to the

downside. you said we are losing altitude here. you called the close correctly, josh. >> i will take a compliment. it's interesting. yesterday we were talking at the times, up triple digits. down about 1% at 1643. traders and analysts are going to pin them on a few things. rick talking about it this morning, certainly spooking some invest investors. you will see financials are the least bad right now. the fdic, here is your headline saying bank income in the first

quarter hitting all time high. the analysts say the big banks have a lot to do with it. >> let's go to rick. i think the bond auction this year, we had $99 billion going off the board. yesterday you gave the grade a d. what about today? >> c plus. so we moved up a half a grade. listen, and the range was like a 102, 11 yield. exchanges tomorrow.

above the 42%. maybe the best news is 32.5% went to dealers unlike yesterday. dealers got most of it. many will say average is good on a day where volatility and interest rates are center stage. back to you, sue. >> absolutely. perfect segue. stocks are selling off the yield on the ten-year treasury note. >> good to have you both here. mike, do you think there is a great rotation going on? or do you think we are premature with that? >> i think we're a little

premature with calling a great rotation out of bonds and into equities. i think we have seen a little bit of a reset in the bond market. i think we are resetting to about the two, two and a half percent treasury yield. >> it was like a shoot-out in the okay corral. we're not seeing the money if it's coming out of bonds going into equities. where's it going? >> that's the exact point. we saw historic volume here. the 10-year note is at 160. it flew overnight just past the stroke of midnight. a lot of buyers come in. therefore we're not seeing the translation. but i think the biggest thing is people are wanting to see how this thing plays out.

they came and grabbed this a little bit due to a big drop. .225 is a big min tall support. even the boon, 61 bips apart. where are folks going in the safe haven? >> mike, where do you put money to work? where are you finding value in the market? where we're down 150 points, are you putting money to work in equities right now? >> yes, the s&p is down 1% but that is still up 16% plus for the year. nothing goes straight up forever. >> it has been a stellar year.

>> if you're worried about rates rising and we think rates will be higher than lower down the road. it's a spider etf. it's a portfolio of senior bank loans and it resets every three months. it is managed by black stone. we think they are going to do a great job. it will reset every three months. it will yield north of 4%. >> what would you stay away from? >> right now i would stay away from names that have really done well in this market. those type of names are staples, health care, utility. some of the names have had big runs. they will meander to pull back during the summer and then i think you can re-look at the names because they have great dividend. >> jeff, how are you playing the market? >> we are american conservative right now. look at consumers. some of the sectors that saw

great moves up are getting hit today. they are -- if we do see continued downside in the equities, people are going to come out. this was not a real taper. >> that's a very good point to leave it on. thank you jeff, thank you mike. >> that is reducing theened. >> if you're accustomed to 3%, it's a lot higher. diana covering the story for us. >> rising mortgage rates couldn't come at a worse time. is it a lethal brew for housing or an incentive to buy? let's put it all in perspective.

we're still below 4% which is historically very low. that said, every one percentage point increase in rates from 3.5 to 4.5% reduces the maximum purchase price by a little over 10%. a lot of this is of course, emotional. and that's what i'm hearing from lenders and realtors alike. his refinance, especially fha borrowers are being hit the hardest. while many borrowers have already refied as many people gain equities in their homes, they are now finally qualifying to refi, but they missed the

boat on the lowest rates. >> do buyers buy the rate or the monthly payment? >> it's both. the rate is the monthly payment. when you look at the rising home prices, i talked to a broker i know who has been telling me that la prices are so sky high right now. he says that the rising rates are clearly slowing the market and pricing. that's already. and we have only seen these rates going up. a lot of it is emotional. >> if things didn't cost you money, it would be so much simpler, wouldn't it? bruce's fair home fund is taking a half billion dollar stake in

fannie and freddie preferred. freddy down around a dollar at 2.84. >> yikes. thank you so much. the fine is the largest ever assessed against an exchange. here is how both are trading at this hour. sally mae gaining ground. the student loan giant plans to split into two pubically traded companies. and a consumer banking business. it named john as its new ceo. shares of michael kors have been moving smartly higher today.

the stock is up better than 20% year to date. and agreeing to pay civil and criminal charges. he had set aside $410 million in connection to that investigation. >> i have asked it before and i will ask it again. will chinese pigs fly? a company has struck a deal to buy a major american beef and pork producer. look at some amazing pictures here, folks. it will make you stop in your tracks. you will actually see a tornado form, come together right before your very eyes. we're not in kansas any more. we're in new jersey. power lunch will continue in two

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>> some amazing pictures. this is video of a tornado actually forming in kansas. you can see the winds swirling and then the tornado actually forming. it happened in the town of tescott, kansas, yesterday. luckily no injuries were reported in this particular

incident. >> i hope i never see one of those in person. >> me, too. >> sprint, nextel and soft bank entering into an agreement. the approval is a blow to the dish network which launched a $25 billion offer for the network. let's take a look at how all three are trading right now. softbank is up. that can't be dollars. >> look at the symbol under that. >> that's a crazy one. dish, 39.14, down a buck. >> another foreign deal causing chatter if not national security concerns. smithfield foods is bought for more than $4.5 billion.

there is a look at smithfield, up $6.58. questions are being raised about why china wants our pigs. >> the reason this chinese company, that's the biggest meat proce processor, is the very same reason why the deal is controversial. the reason is food safety. they don't have it in china. we do have it in the united states china, very much the government has made it clear that in the next 20, 30 years they want to modernize agriculture in the same way they modernized manufacturing. we know it's going to be

controversial. we're waiting to see whether or not congress will weigh in. the ceo of smithfield, larry pope, got many, many questions related to whether or not there is going to be blow back in terms of national security. here we just -- >> this is a strategy to export pork out of the united states. i like to tell people, open your refrigerator door, look inside. nothing in there is made in china because american agriculture is the most efficient in the world. >> he said more than once, this is not about importing products into the u.s. it is about exporting them to china. remember, everybody thinks about the pigs in the river. thousands of dead ones that fed the water in shanghai? >> i made light of the idea that compared with the sprint deal

there is not much national security concern here but really there could be. if maybe our competitors are buying up what we might, in a broad sense call, strategic assets. the food supply. mineral supply. etc., etc. >> absolutely. that's why they are concerned about political blow back. our sources are told that pigs are not seen as a national security concern. . >> thank you very much. facebook says systems designed to remove hate speech from its site have not worked as effectively as hoped. advertisers like nissan and

nationwide are pulling their brands following a backlash from women's groups. it all comes as cheryl sandberg speaks. julia is there for us. >> she tried to correct gender inequality in the workplace and spoke about new efforts to halt hate speech but the real focus of her talk was on facebook's business and her focus on driving mobile revenue in particular. as to the question of whether the new mobile app, home, has been a disappointment, she stressed it is just as first version app saying we want to develop an important app, but i believe we're on the path to make phones more social. facebook gets one of seven minutes on the desktop but one

of five on mobile and the visibility to narrowly target and reach mass numbers makes it uniquely positioned saying we're a mass medium yet targeted one. they have to priorityize. she didn't announce anything about search but did say they are continuing to tweak the graph search tool working to make it easier to find all things on face book. she said that this is something that they are continuing to watch and monitor but that basically they think it's not a zero sum game and while teens are increasingly using twitter

and tum blr, they are still using facebook. >> michelle told us about that big deal in the pork industry. now it looks like moms are bringing home the bacon. plus the power pitch. >> coming up, power pitch. start-ups give us their 60 second pitch. >> we give you insight into the fast-paced world of venture capital. >> how do you define yourself? >> how is your company different? how do you keep it private? >> do these founders have what it takes? stay tuned to find out. [ babies crying ] surprise -- your house was built on an ancient burial ground. [ ghosts moaning ] surprise -- your car needs a new transmission. [ coyote howls ] how about no more surprises? now you can get all the online trading tools you need without any surprise fees. ♪

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see your authorized mercedes-benz dealer for exceptional offers through mercedes-benz financial services. >> if the economy improves, the fed could make a moderate reduction in qe. also suggesting lower asset purchases for a longer period of time. it would be premature to stop it at this time, he says.

the fed should be willing to increase purchases based on the data. adjustments could be down or up. there is evidence the labor market has been strengthening and the improvement is a positive sign. and the potential cost of qu are well contained. the fed should think about a modest reduction in the face of qe if we see a few more months of graduate improvement. that's boston fed -- in a speech to be delivered. sue? >> thank you so much. appreciate it. let's talk about this now with the director of o'neil securities. kenney, i will start with you. you know, it doesn't sound all that different from what we heard from mr. bernanke.

so, what do you think of it? >> he protected himself. he gave himself an out no matter which way the data go. we spoke about this it's an august discussion, certainly not a june discussion. >> they have to be very measured in their approach. look, the intraday volatility will be the first sign and we're starting to see a little of that. we saw the market couldn't hold the gains yesterday and they are following through to the downside. really the story is rates. >> the overnight session was the same in terms of the volatility.

>> you're starting to see that in some of the dividend sensitive stocks. we're starting to see the beginning. the bull is getting his cheeks tightened a little bit. >> the headline on usa today did it for me. basically said the bulls were on solid footing right now. that is an old media top of the market sign. >> when everyone starts telling me get all in and exactly when you need to be cautious. >> how do you hedge your bets? a market like this? >> it depends on who you are. you love this volatility. if you're the long term investor. they have come off because people are clearly expecting the move. >> it's going to happen.

it's not coming into equities. is it sitting in the sidelines? where is it? >> some of it is in cash. that has been the story of this whole run. start to see the same thing in reverse. people are obviously going to have to start to pull out of some of these risk stocks and start to be more defensive and kind of pull back. >> they are going to be patient. if the money is sitting at the moment, they want to be patient. >> we will see what happens. thanks guys, appreciate it. sharon epperson is tracking. >> we have not seen much reaction to the president's comment about a modest reduction in qe affecting the gold market.

we're looking at gold prices that are basically where they were before the comments were released, right around 13.91 an ounce. some traders are saying the uptick we are seeing in futures prices around 14.75 an ounce. it's part of the reason why the futures that are in the money is what has caused this up trend in gold prices. but it may be short lived. what we have seen there in terms of selling is part of the reason we have seen strong physical demand.

>> i thought we would talk about some of the sectors getting hit briefly. utilities less attractive as yields rise. rates also down hitting their lowest in about a month and a half. also pharma had been on a tear. average about 4% for the sector. home builders, another sector to hit on. mortgage rates rise. they have risen significantly in the past four weeks. having its worst day in about six weeks. sue? >> josh, thank you. to the nasdaq now. also a negative day but are things getting a little better? >> we have an awful lot of big stocks bucking the trend. among them, apple seeming to get

a little bit of push. he is saying apple getting close to having a low end phone. and meeker saying we now share 5 million photos a day. bioteches and the small caps which were yesterday's leaders are giving back the most. back to you. >> time now for our series, the power pitch where entrepreneurs race against the clock to prove they have what it takes to be the next big thing. >> this is the power pitch where start-ups get just one minute, 60 seconds to make their pitch and our panel will ask questions about their business and business model and bring you insight into the world of entrepreneurships and start ups. jonathan schwartz, the ceo of care zone that helps parents and

care givers worry less by communicating more. he knows a thing or two about running a business. here is his power pitch. >> hi. i'm jonathan schwartz with care zone. if you're an adult caring for a child or an -- which is where do you organize that information? where do you store exit make sure that one another has access to it? we are trying to provide a safe place for people who are caring for children or adults to number one, get organized. a safe place to get all of that information off of your desk and on to the cloud and easy ways to share it with helpers or sitters, siblings and family. and a series of tools to coordinate volunteers and manage broad scale communication. the business model is we're a premium business.

we have gotten adoptions from all over the world. people have children or parents all over the earth. enhanced storage and communication. that's what care zone is. >> jonathan is on the right side of your screen. he cannot react to us just yet. tom, help create high growth marketing strategies and build management teams. ladies first. >> first of all, let's talk about the security issues. got to get more clarity on that. any time i go to share something online i'm worried about that. and let's talk about the fee. there are so many social networking sites that don't charge. >> one thing you don't have to worry about is the market size.

at least on the children caring for their adult side, the -- we know that's a huge and growing market. i am more concerned on the business model side as jackie mentioned. i think you have got the cost of acquisition, service and how much revenue can you generate. i think that could be quite high. >> i'm going to ask jonathan how they go after some of what i view competitors. to me it's not facebook. they want to bring everybody together in a protected and encrypted environment. a lot of stuff you patch together for free. are we already overloaded with this stuff? a lot of good questions so why don't we get some answers. you heard some of our concerns. first off, how do you define yourself? are you a social media company? >> we're more a for fee service like ever note, life lock, like a lot of companies who deliver a service and expect to be paid

for it. >> obviously there are a lot of issues with facebook. people worry that their data will be compromised. how is your company different? how do cyou keep it private? >> we sell services to individuals like you and we can guarantee you a level of privacy. if you don't like our service you go away. secondly we're talking about a place where you can put information about your child or information about your dad or your dad's bank passwords. we're built by security professionals to make sure we can give security that gives comfort that the information will be there when you want it. >> your two key numbers will be cost of acquiring the customer and to generate revenue. how much do you think these people are going to pay you and how long are they going to pay you? >> we can be selling services. to the extent that we have data you want to persist for a very

long period of time, there is durability in the data models. you're unlikely to say i'm tired of having my medication stored for me and i will go back to putting that in my desk. our customers are our users and that gives a level of surety and comfort to our users. >> we prepared the ingredients. let's cook the meal. >> i still worry. i understand what jonathan is saying that every time we get on the internet we are taking some risk. i'm not sure other people are going to buy into it. >> i'm still worried about the business model but with a seasoned management team and jonathan's background, i think he can figure out the business model. >> i don't know if it will be a service i will use for the next couple of years but i'm willing to give it a shot personally. because i want to use it as an individual, i am also in. jonathan, your reaction.

>> i'm thrilled to have you in. go to care zone.com and get your free account. >> good to see you again. tom and jackie, thank you as well and thank you for watching the power pitch. >> and now we want to hear whether you're an in or out on care zone. go to power pitch.cnbc.com and cast your vote. make sure to follow the conversation on twit ter. >> could we see wearable devices in the future? day 11 conference spotlighting technologies that are changing the world. today, mobile payments. the growth, opportunities, and companies that are cashing in.

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>> welcome back. power lunch. made up up to 109 earlier today. it has moderated. 1% is most likely to pivot. let's see. it was a fed meeting. if you look at the same time period for the dollar yen, the dollar is starting to lose ground a bit. >> rick, thank you very much. it's the lack of enthusiasm with him there. we have got to get him some

caffeine. and speaking f game changers, tim cook, but only hinting. and live at the all things d conference in california. hi, john. >> there is one place where tim cook is interested in wearing technology on his body and another place he is not. i will bring you more after the break. [ male announcer ] i've seen incredible things.

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we're going to talk to the mayor to see what he thinks about the deal. all those things and more coming up. back to you on power lunch. >> thank you very much. today, mobile payment. there are about 6 billion cell phone subscriptions globally so we spoke with citi's top analyst about potential, opportunities, and companies leading the way. >> we think of how many people are out there that do not have cards or bank accounts. the power to include all of those and make this a much bigger market that affects a large proportion of the world's population is tremendous.

it's more of a leapfrog technology. >> if you look at the way we pay today, there are already live examples. to build with your fans. >> estimates veriry. they tend to start out in the $500 billion range. it's a three to five year opportunity by the time we ramp up there. we like mastercard. the power is to the incumbents. mastercard is one of the names that is making many of these investments. >> tomorrow we focus on the

entertainment industry. >> does apple have another game changer in the works? john fort is live for us in california at all things d. hey, john. >> one way that apple would like to change the game is tax policy. he got drilled about that in front of the senate sub committee. here is what he had to say about how much apple pays when he talked last night. >> our effective rate in the u.s. is 30.5. i don't know where everybody else is. there is not a ranking of this sort of thing. but my guess is it's one of the highest effective rates and we pay $6 billion and that is the highest in the u.s. we pay more taxes than anybody. we're not in there saying we should pay less. i think i said we may wind up

paying a little more. but we would have unlimited ability to pull our capital back off shore and i think that would be great for the united states. >> and he also talked about technology, not just iphones and apple tv but wearable technology. goodle's glass, a bit too bulky for his face. but on his wrist he was wearing a nike fuel band. cook said no one has done a good one yet. >> indeed it is. john, thanks so much. moms making big bucks and did the usa today just signal the end of the bull run? talk about that in the power rundown, that's next. mine was earned in djibouti, africa. 2004.

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>> power run down time. record highs in the stock market. you see that? sure you can. is the bull on solid footing or is this the sim of something? >> on the old days when you were on the cover of "newsweek" or time, that was a bad sign.

>> there is no "newsweek" any more. >> we came off such a tough couple of years. the nasdaq is not back to the all time highs. >> i do have to say, although we love to joke about the contrary indicator indicators it's just noise. it doesn't say anything. it was a slow news day. >> moving on. how serious a problem is this. >> it is not a serious problem it's a made up thing. companies don't want to seem uncool. i think if you looked really

into what nissan was doing -- >> they were using that as a pretext? >> absolutely. they have got to figure out some way to work their algorithms so certain ads don't end up next to other types. >> let's move on oto twitserland. >> singing. michelle? you have a view here? >> it is a very sad thing. we live in a country where rule of law exists. you would understand the need for banking secrecy when a dictator can decide based on who you are that they can take everything, a secret bank account is a line in the sand for liberty and freedom. every time we do this to the swiss, we take that role of freedom away from them and other people in the world who still really need it. >> if they have to share their

banking information with the united states, what's to preclude -- >> all the future hugo chavezs of the world asking for the same thing. >> the winners are the non-secret banks. >> working moms are now the primary breadwinners in their families, outearning their husbands in 40% of u.s. households. >> in some ways it could be looked at as a great stride for women's equality but a lot of this is probably due to the fact that so many men have seen their earning power fall. it's not that we're all rising together but a lot of income for a lot of males is falling. >> i wouldn't see this as women equalling in pay.

>> facebook is never going to create as many jobs as we used to have in general motors. >> a growing crisis in this world. final check on the markets next.

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>> question of the day. do you think smithfield foods being bought by a chinese company, does it present a problem? 44% of you say that we should not allow it. and 19%, the minority there, say no need to fear china. sue? >> all right. the markets, tyler, are improving pretty dramatically. perhaps after those fed comments, we have rallied back a bit. we are down only 79 points now. we're off 7 on the s&p and off about 13 on the nasdaq. we will see how the close looks.

we are seeing an improvement in the tone in all the three major indexes. >> basically cut its losses in half in the hour we have been on the hour. thank you all for watching. that will do it for us. >> have a great afternoon. street signs begins right now. >> sit is the trillion dollar question. are stocks december tinned to fall? we're going to look back at 100 years of data. it needs a hit. what should apple make next. a watch? a tv? a robot made? we're going to lay it out. plus china going hog wild over smithfield foods? but will a deal really get done? who in the home is really bringing home the bacon? >> that is a good question. if you happen to check out the