> yeah, i've been bullish on a energy for some time viewers know that i'm a long time holder of halliburtont too has seen a really it is interesting to note that this week we saw some of the bigger bearish trades that i've seen, including some trades in halliburton. they're not exactly the same thing, but some institutions do, at the very least, seem to be interested in either pairing their positions or hedging against a down side move i think what he's doing here with this particular trade makes sense. relative to where the stock was at the time, there's virtually no time decay in this trade at all, and, of course, you do limit the upside risk in the event you get the direction incorrect going into earnings. >> carter any thoughts on tony's trade or kinder morgan more broadly? >> pipelines like this don't have the beta or torque that you would get in a commodity related stock such as a driller or mp name the dividend is twice that, but the main thing, if you're looking at relative performance, which is a factor in history, it's relative performance, it's terrible, and tony has made that cl

after all, he'd been the secretary of defense who introduced halliburton to outsourcing for the pentagon. halliburton actually did the study, they came back and said, oh, this is a marvelous idea, mr. secretary, we should do this. and of course, we proceeded to do it after that eisenhower is morning and january 1960 about the military industrial complex was just put on steroids. the complex became desirous of in was war in this war that would feed them like a cash cow. and keep them alive and breathing and their ceo's making enormous salaries and their company solver on. that's why we expanded nato to a certain extent to which so we could bring the poles and others in to buying these equipments made by our arms merchants. so this complex was largely responsible for the military staying in afghanistan for 20 some odd years here. as recently as august, you didn't believe biden would get the troops out. is that because the cia is still there, that there are still us assets in afghanistan, we just completely wrong about it. i mean, you said it's just to jeer strategic as regards china's melt

morgan stanley recently upgraded halliburton. i think halliburton on the 24th, schlumberger i think on the 21st i think you have to stay with these trades here. >> yeah, tim, we'll go to you on that before we go to karen, because i know that was part of her zombie trade all four of you have been on energy and oil and gas before it was sexy and cool, all four of you deserve a shoutout foul up on that. the oih is primarily a bunch of others the reason energy is now an investment, not just a trade is that energy companies are run very differently look no closer thatten oil services company by the way, these are innovate sieve companies s. technology disruption, but these are company that will probably overisrael had a 7% yield this year between buybacks, divs, and possibly others and spinoffs so they'll have a -- more like will you is the street somewhere arndt 7 1/2. >> yeah, let's go now, karen to you. i think the segment was last week when you had acronyms for last year, and yours reminded me of cranberries, with zombie spelled d

>> yeah, i've been bullish on a longtime holder of halliburton, that too has seen a really this week we saw some of the bigger bearish trades, now they're not exactly the same thing, but some sunrise do at the very least seem to be interested in either paring that are positions. i think what he's doing here with this particular trade makes sense. relative to where the stock was at the time, there's virtually no time to trade in this at all. >> carter your thoughts? >> pipelines this don't have the beta or torque that you would get in a commodity-related stock, such as a driller or any mp name. the dividend is twice that, but the main thing, if you're looking at relative performance, which is a factor in history, it's always i have indications >> carter, gentlemen, we're going to take a quick break. for everything "optioning action" check out our website. while you're there, sign up for our newsletter here's what's coming up next energy still to come, one retailer seemingly has the secret for surviving dismal consumer spending. >>> calling all fans, reach into your pocket, grab your p

general motors, halliburton and schmelecher. five out of six of those make sense. getting to other top headlines warren buffett's number two making a big bet this is not the kind of name i would have thought charlie munger would have been buying. >> nearly doubling its stake in ali baba raising its holdings and making its stake worth $207 million. munger has been bullish on china and applauded the country's crack down on jack ma's ant group. it did not change position on other investments like bank of america, u.s. ban corp or steel maker. >>> boeing to make a deal for the 737 max jet. allegiant air reportedly ordering 50 of the planes. the move comes as the low-cost u.s. airline eyes a rebound in tourism and shifting from buying second-hand planes fed chairman jay powell to make his first public appearance of the new year when he goes before lawmakers next week. taking up powell's renomination and will hold another hearing to consider the nomination of said governor to be vice chair. while discussing the central bank, white house press secretary said president bid

wars that shove billions of dollars into the bank account of halliburton the defense contractor he'so run? and in the cheney's are the most corrupt family in modern american history. but in good company with the powers on the left what nauseating hypocrisy from harrison policy this week despicable history to compare the capital riots to pearl harbor and 9/11 on the exact same people who reveled in the destruction and mayhem of the summer riots of 2020. the truth is. and that's the democrats. but they will not let up and they should not. >> . steve: they only care about riots when it's their place of work in the sanctimonious self-righteous charlatans who never created a drop —- a job in their corrupt life. they could not give a crap a small business being burned to the ground. i don't remember their speeches honoring the dozens who lost their lives at the hand of the left-wing mob. everyone looks with complete contempt at them. this is how we enter 2022 of the political establishment mired in lies and hypocrisy and incompetence the single of at all the bumbling full in the white hous

handing out billions of dollars in contracts without a bid to halliburton while you are still on theroll makes you unfit to lead this country. >> you can always tell when the republicans are restless because the vice president's pulls into the capital. and darth vader emerges. >> laura: but they are darth vader was on capitol hill, dick cheney and the bush age and what happened to his old party. >> reactions from january 6? not enough leadership >> laura: now, let me say i like dick cheney personally and i defended him when nancy pelosi and others trashed him, but the condition he and george w left the party in 2008 was this: they lost the house, senate, and of course the presidency. inmate 2008 george w. bush was the most unpopular president modern history was 71% disapproval rating. that is worse than biden. and by december of that year, cheney himself was earning similar accolades in the category. so all the latter-day reinvention won't change the fact that the bush/liz cheney policy unpopular and semisuppor. but the economic collapse, endless wars and january, 2009 his approval r

stocks this year are oil and gas stocks the only other one is activision, and it's getting baud halliburton's gain, 23%. by the way, oil itself is higher right now. 86 a barrel here, nearing 90 in europe >>> speaking of europe, let's get a look at how things are gearing up top headlines. good morning. >> good morning, brian europe actually really shrugging off a pretty anything active lead from asia, you're seeing lots of green across the board some of these across, i want to point out to you the dak and xetra, given that we're waiting for the fed announcement later and tensions continue to rise between russia and ukraine, this is pretty broad. we're asking ourselves what gives. we want to break it down european travel and stocks is something to keep an eye on today. look at this airline we're looking at a couple of others there doesn't seem to be one positive specific story correlating this other than just an easing of travel restrictions within europe. you've got borders slowly opening up, confidence back up, vaccines on tap. for example, in the last ten minutes we've heard astra is announc

should have only made netflix look bad if you sit back and calculate the winners, morgan stanley, halliburton, lockheed martin and today's class, the players on the scout team, the kids that got picked last and missed practice, they are all there wrecking it for the rest of us there's far fewer of them in the majors see, the bottom line, look at the majors the real companies and real earnings report. the winners outnumber the losers 13-4 if i wanted to add verizon, make it 14. add in travelers now i have 15. pretty amazing i can't even find 15 good companies out of a whole 600 odd enterprises that came public last year especially the spacs that need to be banned they're laughing at you. they're so damn -- they're so rich and they're laughing. looks like history's about to repeat itself. first it was the dotcom tragedy. now it's the cloud-based as far as jonathan in new york jonathan. >> caller: boo-yah, jim. >> spac, i hope it's a spac. >> caller: overweight buy rating do we hold or do we buy more ddi to get rich. >> which one >> caller: amazon. >> go down mission people are saying they're se

halliburton, sister, >>> my mission is simple, to make you money i'm here to level the playing field for all investors. there's always a bull market somewhere and i promise to help you find it. "mad money" starts now hey, i'm cramer. welcome to "mad money. welcome to cramerica other people want to make friends, i'm trying to make you money. call me at 1-800-743-cnbc or tweet me @jimcramer. once the high flyers fall apart, they almost become impossible to value. there's a schism dow gained and the s&p was roughly flat the nasdaq crumbled. it was down a heck of a lot more before short coverage came in. when you see these kind of tech meltdowns it makes you kind of tear your hair out some of us don't have any left you look at the declines in snowflake, crowd strike, salesforce high flying tech stocks are plunging for the same reason big banks are soaring. we have a sector rotation. nothing to do with the companies, everything to do with the nature of the street this rotation is more to do with volleyball than the companies that are pelotoning, i mean plummeting i hate to say i told you

halliburton, le nared, wells fargo.hey hot >> i'll take odds with your first comment because we've se consistent flows into noble. not just to focus on the folks who have a cyclical opportunity to do a large dividend increase, but the consistent ability to do so at the decpths of the pandemic, grew 14% in 2020 10% last year. that consistency and quality is key, but to your point, timely, absolutely it's a very important hedge against inflation. growing those dividends consistently and in excess of inflation are really important and finally, dividends are suc a powerful signal. nobody wants to cut a dividend if you increase it, that's management telling you they have some confidence going forward. >> with lower expects returns, a 2% dividend yield can make a big difference in your total return. let me change the subject a bit. we last had you on in october when you launched the first bitcoin features etf that was quite an event. prices went up going into that launch, but essentially, they've been moving down since then.

wells is up 10% in two days and economic recovery plays, the energy names up 6.5% in two days occi, halliburton up >> with bond yields driving much of the market action, are easy stock market gains coming to an end? yes, as david trainer, ceo of new constructs, and also with us to talk about the bond market is jim karen from morgan stanley investment management. good to have you with us jim, let me begin with you it looks like a dangerous place. bonds are up today that's the yields that are up. the prices are going down. >> thanks for having me. there's a couple of things going on we have to understand policy and technicals have been a key driver of the markets in the fourth quarter and for a lot of last year. so last year, what we saw was we had the omicron variant that was rising we had supply technicals which were really, really positive for the bond market in that there was a low net issuance and also we had corporate pensions becoming fully funded and buying long duration assets and that kept yields really low as we start this year, we see a lot of that starting to unravel. the first thing

a number of stocks up now more than 30% for the year including halliburton, schlumberger, and occidentallove the hair, by the way they're already calling it the pippa. >>> let's get to a cnbc news update >>> here's what's happening at this hour. america's trades sitting good. a new record high last month imports increased for the fifth month in a row exports rose as well, but not as much and food exports tumbled a new report suggests that more than a third of airline pilots worldwide are not flying an industry full of 1700 pilots found 62 % were employed and currently flying that is up from 43%. the pilots flying, 61% say they're concerned about their job security on the news tonight, nasa having the opposite problem why there's a shortage of astronauts and why training will be difficult that's tonight at 7 eastern. >>> and take a look at your screen in indiana a crash left a fedex truck hanging off the side of an overpass the rear of the truck blocking railroad tracks beneath. no other vehicles were involved. fortunately, and miraculously, the driver and no one there was hurt >> yikes c

he was the mastermind to spy on american phone calls and e-mail and got halliburton millions in government was ceo. it was dick cheney who pushed for a so-called theory which basically said the president can do whatever they want. he endorsed trump in 2016 and was part of fundraising efforts for trump's election campaign. war crimes, corruption, abuse of power? dick cheney in my view should be on trial not shaking his blood-stained hand with congressional democrats or pretending to be part of some sort of pro democracy coalition. >>> next i'll ask the president of the american federation of teachers what she thinks should be done to protect educators two years into the pandemic. >>> plus did you know the mehdi hasan show is available as a podcast? now you can listen to the show on the go any time. listen for free wherever you get your podcasts. among my patients, i often see them have teeth sensitivity as well as gum issues. does it worry me? absolutely. sensodyne sensitivity & gum gives us the dual action effect that really takes care of both our teeth sensitivity as well as our gum issue

go in the broader market as well but when you look at names like for me, it be ibm, honeywell, halliburton, exxon-mobile, jpmorgan, those are really great big beautiful, boring but very nice u.s. names for people to have in their portfolio. now, look. i'm 60 i'm not 30, so my outlook and my time horizon is very different, so again, you also have to think about where you are in the time horizon, right? liz: i've got to totally disagree on ibm. that thing continues to disappoint, but todd? >> i love ibm. liz: looking at all these issues can the earnings paradigm that come out this week whether it's microsoft or apple can that shift the narrative at all? >> you know, we're watching these indices decline, when you mention the russel is in a bear market and the s&p is in a correction and the dow is only, you know, days away from being in a corrective market that's stealing the show. now the smart traders are watching the individual companies, yes and seeing where they are coming in with earnings and what their forward guidance says and yeah when some of these numbers look too good to be true us

halliburton, sister, >>> my mission is simple, to make you money i'm here to level the playing fieldrs. there's always a bull market somewhere and i promise to help you find it. "mad money" starts now hey, i'm cramer. welcome to "mad money. welcome to cramerica other people want to make friends, i'm trying to make you money. call me at 1-800-743-cnbc or tweet me @jimcramer. once the high flyers fall apart, they almost become impossible to value.

and, yes, i mean, i agree, halliburton, tim has talked about that for a while you can still make a compellingnt room to the upside what we haven't mentioned yet are the geopolitical risks that can make oil go even higher than they are now things between russia and ukraine don't appear to be getting better any time soon and i do think something could happen post olympics with china and hong kong. all of which would be supportive of energy prices i thought crude would trade triple digits by the end of 2021 i think that's incorrect but we're going to get there quickly in 2022. >> coming up, a painful round trip for many amc investors. the stock now under $19. this was a $60 stock less than a year ago up next, what can amc, if anything, teach you about the market right now >>> plus, the gap, gapping down. downgraded at morgan stanley stick around with directv stream i can get live tv and on demand anywhere. look, serena williams... matrix... serena... matrix... serena... matrix... ♪ ♪ ♪ get your tv together with the best of live and on demand. introducing directv stream. amazing. jerry, you gotta

it was dick cheney who was defense secretary, got halliburton millions of dollars in government and thenin government contracts. it was dick cheney who pushed for a theory that said basically the president, including donald trump can do whatever they want. in 2016 was part of fundraising efforts for trump's 2020 reelection campaign. so i'm sorry. war crimes, torture, corruption, abuse of power? dick cheney in my view should be on trial, not shaking his bloodstained hands with congress or part of some pro-democracy coalition? >>> next, i'll ask randy wine guarantee, the american federation of teachers what she thinks should be done to protect educators two years into the pandemic. plus, did you know "the mehdi hasan show" is available as a podcast? now you can listen to the show on the go any time. listen for free wherever you get your podcasts. so you won't have a medicare in the world. ♪ ♪ plus, 90-day refills and same day delivery. larry? that's even less to medicare about. fill your medicare prescriptions with walgreens and save. ♪ ♪ (burke) with farmers auto multi-policy discount, th

. >>> energy stocks some of the biggest losers all s&p 500 energy stocks are down even halliburton, which beat earnings estimates and doubled year ago profits with help from rising oil prices. they also hiked its dividend by more than 160% the only big winners today is kohl's the retailer surging 30% the firm sycamore partners offering more than $9 billion for the company. now you're up to date. jon, i'll send it back to you. hopefully that was quick. >> very quick and very valuable. thank you. >>> the nasdaq, meanwhile, down more than 3%, back near the lows of the day meme stocks and ark funds both falling hard today and in the past few weeks what a difference a year makes dom chu, what's with this move >> you take a look at where the highs were in many of these meme stocks and the ark etf and we've seen a sharp move. if you take a look overall as what is driving some of the downside today, specifically within the nasdaq overall that pretty much sets the theme for many of these meme stocks and certainly with the ark funds involved as well look at netflix, airbnb, crowdstrike, tesla, nvid

halliburton was a huge one lennar, black rock raised their 18%.vron this morning raised their 6% chevron's got a 4.5% dividend yield right now. why are dividends important in 2022 there are several reasons, first, cash in hand is now very important. people want return on their money right now. real money, not buybacks they want real money back. this is a significant contributor to total returns if you're making 20% returns on the s&p 500 on prices a year, you don't care about a 2% dividend but if you're expecting 5% returns on the s&p on a price, if you can get a 2% yield, that's a very significant contributor versus 0% yield. so on the low expectations for price return environment dividends become very important. and when companies increase the dividends, it's a real sign of confidence they won't do that with buybacks the buybacks they can pull back, nobody cares you pull back a dividend, you get a lot of unhappy investors finally, it's a hedge against inflation overall. this is a big issue. and we'll keep an eye on that. there you see the s&p 50

find it hard to do the service stocks, because they're doing much more less shall schlumberger, halliburtonot as important, david as, say -- that's fine, go ahead, play that game for a day. what you really want to do is buy the companies that have decided to have discipline, return capital, and the best cases, devin, a $30 breakeven. that's also the case, to a certain extend, to the majors as well as they now look towards a carbon neutral future. that's a lodge ways out. citigroup, with this 80-page climate report, but the key takeaways is it is going to aim for emissions from the company from the loan portfolio to drop 29% by 2030 from 2020. jane phraser saying our intention is to work with all our clirchts, including or fossil fuel clients, to develop credibility plans and transition to net zero together we'll also encourage the responsible retirement of carbon-intense assets rather than the divestment as part of these transition plans we will city to assess our client relatesships before turns to clients' exits as a last resort >> now you can read it. >> gary gensler is going to be looki

new high list, all energy stocks you have got chevron, you've got schlumberger, halliburton, marathont's something you want to keep an eye on here. in terms of where we are, i call this the hope rally today. we have a fragile stalemate with the market right now the market's pricing aggressive rate hikes, but bulls want evidence that inflation is peaking and we don't have that yet. we don't have the data to support that kind of idea. so it's very murky you can see this looking at the earnings situation supply chain inflation story all over the place in the earnings commentary pricing was up 39% that's an amazing number the profit doubled they are a winner here whirlpool had higher prices but it was off set by $500 million in inflation costs mccormick, same thing. partially offset by pricing. then component delays. lam research, revenues missing, guidance below consensus you see the commentary is all over the place there is no real bottom yet in inflation and supply chain problems that's right right now the earnings situation is a little murky. take a look at the trends here we have had

oil fuel services companies have been the top performers with halliburton and schlumberger up 30% forry. upstream players also getting a boost from higher oil and gas prices occidental, eog, and hess up more than 20%. majors exxon and chevron seeing gains as well. exxon hilt a 2 1/2-year high ahead of tomorrow's earnings report chevron hit a record high last week but has pulled back since after the profit missed estimates last quarter and despite this outperformance, goldman saying investors should boost exposure, noting energy stocks are an inflation hedge. guys >> pippa stevens, thank you. >>> and oil prices are higher again. $88.32 wti. do you still want to be in this group after the strong performance last year and to start this year? >> yeah, so i think i have gotten the performance that i would have liked out of the sector and i think that there is some short term run to room part of that is demand picking up post covid. people getting out there, driving, flying, potential geopolitical issues impacting the price as well. i'm more interested in the longer term alternative energy

we're looking at halliburton, that's moving 7%. what's the story, lauren?ike their commitment to capital restraint, and they see cash coming to investors. but the oil picture is also good. you had brent touching 80 just moments ago. opec did meet today and, yes, they approved a 400,000 barrel a day increase for next month, they do not seem worried that omicron dents demand. and that transitions me to the next two companies, some travel names that are higher as well. you can see the cruise lines like carnival and also american airlines on here. so people, there's still a desire to go places. but i'm going to throw this out, the booster: so the fda made the booster shot available to the 12 and up crowd, and i think what that does is just increase protection for more travelers. i see that as a positive in addition to -- stuart: let me just interrupt for a second. lauren: go ahead. stuart: we've been doing this for two years. we've looked at the cruise lines. every single development with vaccines and mandates, the cruise lines go up, they come down. they're ju

what do you have on halliburton. lauren: they are down with really strong earnings.today. stuart: moderna what about them? lauren: among top five most mentioned stocks on wall street bets. 495 at one point last year. 495 to 148. here is the problem. they don't have any many non-coronavirus projects that will result in revenue for them this year but i mean, another 7% today, fall from moderna. it is ugly out there. stuart: let's cover the selloff right now. the dow is down 785 points. the s&p is down 118. nasdaq is down 412. almost constant slide right from the opening bell. cryptos are really way down. last time we checked we had bitcoin at $33,000 per coin. put it up for me, please. see if it is down more. bitcoin, ethereum, can you get it up there please. it's a selloff. i will leave it at that okay. red ink across the board. i think we got it. 33,400 on bitcoin, down 3 grand. what a selloff and a half. lauren: gold is up a little bit. stuart: not much. lauren: not much. investors there is a scary type feel to this sort of market. flight to safety. that is all you