that falls into the adam parker school of thought which is earnings actually can go up. they raised guidance 8.5%. you have that on one hand, in the adam parker cramer camp on that back to mike wilson, i can justify that thinking about inflation and adjusted multiple on the market overall. so you have two forces battling it out this year. >> yeah. >> i think there's so much nuance in it, and you can have a wilson being correct, cramer correct, and adam parker being correct. as we talk about all the time, depends what the time frames are. mike wilson might be right in the relatively short term and adam and jim and i might be right long term on individual companies producing decent earnings. >> that's why it is so hard as weiss so honestly says maybe i'm the wrong guy to ask when things are going to turn. you know, i don't always pick the right spot took me a long time after bearish in '08 in '09 and missed a lot. there are other calls that the worst at least for now is behind us, dr. j. the reason i bring this up, monday he is the one said you'll get 8 to 10% rally in the

joining us here, adam parker and jason trennert adam, let's start with you you put a lot of new ideas out there in your note including utilities. you don't like them, which is odd, because they're one of the best performing stocks in the market today, this month, this year actually one of the only sectors that are higher. why is this not a good safe haven for you? >> well, the note was today, right? so we are observeing that it's been the second best performing sector year to date and has been acting well even when rates rise, which is a little counterintuitive what really struck me when we did our work is 80% of the utilities now have negative free cash flow, 20% can't pay their dividends. so a lot of the people i'm talking to are looking for short ideas, but they don't want to short stuff already down 50, 60, 70%. this is an area of the market that a lot of people don't pay attention to, so i was just trying to throw some interesting short ideas out there where there is a lot of company specific risk and they're not crowded and so it was really of that ilk more broadly, i'm getting

what looks to be a big week for stocks breaking the snide as i said we'll chat with adam parker, jeanack in tech and apple shares, dan greenhouse, great guests to set you up for next week in the markets. let's take a look at stocks here, too. we are holding on to sizable gains. dow up 353 trying to get back to 33,000 s&p is above 4100. we've gotten through some pretty pivotal thresholds over the last five days. there's the nasdaq with a nice comeback you know, brenda, i'm looking at apple, for example, you know, the stock had a 130 something on it, approaching 150. the kind of things that you're going to be watching heading into next week, most importantly are what >> you know, we're really looking at a continuation of fundamental story here and getting more confirmation the economy is still healthy, and that investors are willing to put some money to work here as a result i think it will be important to see that follow through next week, which i hope will come and really further substantiate this move that we see in the market recently >> rich, what if the skies are, in fact, turning

let's ask adam parker who's with me on set post 9 at the new york stock exchange our service men an

i'll be joined by "halftime's" josh brown, adam parker on this very brutal day in the markets and what, of course, it means to your money we do begin, though, with our talk of the tape it is the sell-off in stocks, really set in motion by target's terrible earnings and what they could mean for big businesses everywhere did that report stop the bear market bounce before it got started? the global cio for

i think about adam parker saying yesterday he's buying semis because these stocks have priced in a lot longer term trajectories in terms of growth. >> there's no doubt the valuations have come in a lot. at the highs in valuation, people say you have to pay up for the really clear and encouraging growth outlook that they have. so clearly the psychology has changed. the semiconductor index is interesting on a one-year basis. just like the nasdaq 100, it's fighting to stay above its lows from early 2021 and so far doing that one other piece of the supply log jam story that got some chatter as well is the crash in crypto might alleviate one big source of demand and shortage, which is from crypto mining. >> hmm, interesting. crypto having a little bounce today as well, mini one with the broader market. >>> roblox earnings are coming out after the bell that stock has gotten hammered, down 80% year to date. a major concern among investors is user growth, especially as we shift toward a post-pandemic world. gaming stocks reporting after the bell those stocks also underperforming. joining us no

. >>> i hope you join me in overtime tonight, just over thooe hours from now adam parker will be ewithestment committee will be with me. wells chris harvey we'll kick everything around as well and i'll see you in o.t give me a final trade, please. >> i spent the last two days at midstream energy conference. a very safe place to hide in this invoirmt. >> bhp when the australian commodities juggernaut china will reopen. there's an election year in china. there's a 9% yield it crosses across commodities and it's at 54 >> i would sell docs they reported bad a number still way too expensive. i still like cash. >> and i own pugreszive corp, nice share holder return. buying back stock. returning a a dividend >> and green on the screen yea. not everything is red. i will see you later in "overtime. "the exchange" begins now. >>> thank you, scott hi, everybody. i'm kelly evans. welcome to "the exchange." target logging i, should say,b the biggest earnings miss since 1996 a day after walmart had its worst trading session since 1987 and we have an exclusive interview who warns the market has a lot

makes me think of 2015, allison parker, adam ward, two cbs journalists who were shot and murdered rightpeople don't know, this gorgeous boulevard with high end stores and is now a dangerous place to go shopping. >> one of the most expensive public places, 225% increase in shootings last year and you see it across the country. regime change in terms of mayors and governors in democratic run cities, 16 cities what they all had in common for run by democrats, 25 year high in murders across the country overall. when you think about the midterms, inflation, gas prices, comes down to two questions. is this a more expensive country to live and? s it is. do you feel less safe? yes we do and it is because of places like chicago and people running around with guns. rachel: this whole week has been so difficult and i think about the loss of innocence. these kids in chicago are losing this innocence, that environment of constant violence we are normalizing for their childhood, it is really disturbing. >> we are our kids better. rachel: to the crime issue, safety issue and a childhood issue, what ki

pagarÍan $35,000 para ver el espectÁculo, tambiÉn estuvieron jessica parker, hillary clinton, el alcalde de la ciudad de nueva york eric adamsstaba en un museo. francisca: hay que ver lo que dicen los detectives que tendrÁn detalle a detalle sobre todo este look, porque kim kardashian es Única. raÚl: dejÓ huella. francisca: el actor brandon peniche interpreta a leonardo santillana en esta novela que se llama " contigo sÍ ", que vemos todas las tardes en nuestras pantallas. raÚl: nuestros amigos de televisa espectÁculos conversaron con ely esto fue lo que nos contÓ. reportera: brandon peniche estÁ feliz con su regreso a las pantallas de univisiÓn como protagonista de la telenovela " contigo sÍ ". brandon: una pelÍcula que tambiÉn produzco y cuando terminÉ de hacerla, me moviÓ absolutamente todo,diosito si tienes un hueso dÁmelo, y llegÓ la oportunidad. reportera: en esta historia brandon darÁ vida a leonardo santillana, un hombre del que asegura se enamorarÁn. brandon: es un hombre cabal, que lucha por sus ideales, que tiene un gran defecto, siempre estÁ velando por las demÁs personas y de repente se llega a olvidar de Él y e