the firm's quarterly letter released today, leslie picker here with more on that as well as where dan loeb overall market which he's been positive on and done well this year. >> and continues to be. >> doesn't sound like he's changing his point of view. >> not at all. continues to be very bullish on equities writing in today's note that we expect the markets will continue to move higher driven by strong consumer and business confidence, combined with synchronized global growth now, third point focuses on forecaster visions for the thesis which the firm says has propelled an equities driven rally, that factor more than anything to do with trump and brexit it says it could rise another 5% if it gets done. bullishness appears to be paying off. third point is up 13.5% today, marginally beating the s&p 500 they are less optimistic about credit saying it reduced its exposure by two-thirds since the beginning of 2016. kind bread and butter of how the firm got started. corporate leverage is high and interest rates are rising. the firm also detailed its case for a new investment, as you mentioned,

dan loeb can say all he wants but honeywell is just fine in my opinion. >> i tonight know what his problem is where do you start with dan? no, he's a great man good man come on. >> curious about his problem. >> i don't know what his problem is in terms of honeywell. >> maybe he should be giving thanks today, you know >> right good to give thanks just about every day, i think barron's is positive on walmart. it jump starts profits and revenue growth separately walmart announcing that it will launch mobile express returns at stores when you buy its items online. >>> new this morning, richard thaler has won the nobel economics prize. he's from the university of chicago. he's a guest who's been here with us on "squawk box" before some of the things he has weighed in on include limited rationality at this, social preferences and lack of self-control apparently he's shed some life on the notion that new york's prize. case western reserve grad due wait from the great state of ohio in cleveland. we'll see what happens right, guy >> with the yankees, they won last night. >> did you stay snup. >> i

first want to see the massive options activity, though, that just popped up in that stock >>> plus, dan loebit's searing right now should you get in, as well >>> and a rare interview today with the woman in charge of apple's retail stores. and we'll reveal the sales strategy for the new iphone first on cnbc, first on "halftime report" starting noon eastern. guys, see you in a bit >> see you then. looking forward to that interview, scott, thank you. >>> ten-cent backed c sea limited going public the e-commerce and gaming company already one of asia's biggest digital entertainment platforms and joining us here at post 9 the company's chairman and ceo, as well as tom farley, president of the new york stock exchange, welcome, gentlemen >> good morning. >> good morning. >> so you founded this company in 2009. we were just hearing a little bit about the history. mostly online gaming, but you also do e-commerce and digital payments talk about what you built. >> sure, sure. my entrepreneur journey started with mypassion for online games, playing games with my friends late at night, so i followed tha

. >> netflix is another one we don't talk a lot about with dan loeb, which is a very important continuedrsation going on there. >> in the same slow growing kind of industry, which sort of speaks to some of the problems a lot more coverage on this live from cincinnati tomorrow the site of the vote at p & g. we have an exclusive with david taylor, the chairman and ceo nelson peltz, who is fighting hard for the board seat. will he win? a lot of intrigue and suspense around this one. >> and a lot of money spent as well well, media mogul harvey weinstein has been fired this after allegations of sexual harassment we're in los angeles with the latest in this developing story. >> that's right. last night, the board of the weinstein company fired harvey weinstein of co-chairman of the company he and his brother founded saying the decision was, quote, in light of new information about misconduct by weinstein that has emerged in the past few days. now, there are reports that the company could change its name to help it move past the scandal with coo david glasser considered most likely to become ce