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Mar 24, 2022
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the selling is beyond that let's bring in jon najarian. jon, i'll throw up a one-year chart of the j & k the high yield bond etf owned and traded by many viewers around the world it hasn't had the collapse it had when covid hit, but it is in that direction i mean, the bond etfs have lost a ton of money i'm not saying it is scary, but fascinating. what in your mind is occurring here >> well, obviously people are thinking overall as you know interest rates and bonds moving up when interest rates are going up, bonds are going down doesn't matter if it is jnk or hyg or ushy. any of the etfs will be and should be moving down as the interest rates move up what we thought was kind of interesting, brian, is since last week, since the 14th, they've made a little bit of a turn around. some people might call it a hinge if you are looking at a chart and see it pop back up you might say that's a hinge it hasn't proved anything yet which is true. bonds are making a pretty significant move both the ten-year bond and the etfs we're talking about. significa
the selling is beyond that let's bring in jon najarian. jon, i'll throw up a one-year chart of the j & k the high yield bond etf owned and traded by many viewers around the world it hasn't had the collapse it had when covid hit, but it is in that direction i mean, the bond etfs have lost a ton of money i'm not saying it is scary, but fascinating. what in your mind is occurring here >> well, obviously people are thinking overall as you know interest rates and bonds moving up when...
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Mar 10, 2022
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let's talk more about this and the macro market and what it means with jon najarian. a cnbc contributor jon, you sent us your call options activity you point to the move in one of the months what are you seeing with amazon options? >> sure. thank you, brian the buying really centers on this week's expiration tomorrow's expiration is the 11th of march. they are buying and were buying yesterday aggressively only in the very front week. they thought they had too morros newspaper today or a lucky bet i don't believe in luck that much, brian. people were buying at the 2700 strike which is more or less where amazon was yesterday every $50 strike up from there until this 20 for 1 stock split happens, this is a $2700 stock not anymore. wait, now it is at $2900.50. they were buying big numbers, brian, at that 2900 strike something that was almost $200 out of the money they were buying 9,000 of those calls and various other strikes, closer to the money, 6,000, 7,000, 8,000 calls a lot versus normal activity >> i'm looking at the list, jon. apologize for showing viewers the side
let's talk more about this and the macro market and what it means with jon najarian. a cnbc contributor jon, you sent us your call options activity you point to the move in one of the months what are you seeing with amazon options? >> sure. thank you, brian the buying really centers on this week's expiration tomorrow's expiration is the 11th of march. they are buying and were buying yesterday aggressively only in the very front week. they thought they had too morros newspaper today or a...
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Mar 23, 2022
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joining me for the hour, shannon saccocia, degas wright, joe teranova and jon najarian co-founder of marketrebellion.com. the s&p down 16 and the nasdaq's made a burst down by 25% and the yield ten-year note 237. we took care of some technical stuff, joe the s&p's coming off its first close above the 200 moving average from a month ago bullish sentiment, by the way is on the rise and it's increased from 35.3 from 30.6 in the u.s. investors' intelligence poll, and you, my friend are growing more bullish yourself at least in the near-term do you think we can get to 4550 now on the s&p 500 and you are a buyer as a results talk to me >> sure. absolutely relying on the technicals i mentioned on monday. you had a momentum trade that was setting up with a very low risk and a high reward potential. that was a close above the 2 hun-day moving average confirmed. you got that that leads to the path of 45 hnt 50 for the s&p 500, and i think your stop on this is as i said before, low risk, 4460 basically, on a closing basis where that number comes from is those are the levels of the last three da
joining me for the hour, shannon saccocia, degas wright, joe teranova and jon najarian co-founder of marketrebellion.com. the s&p down 16 and the nasdaq's made a burst down by 25% and the yield ten-year note 237. we took care of some technical stuff, joe the s&p's coming off its first close above the 200 moving average from a month ago bullish sentiment, by the way is on the rise and it's increased from 35.3 from 30.6 in the u.s. investors' intelligence poll, and you, my friend are...
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Mar 3, 2022
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jon najarian, good to have you back on.d whether -- great to have you on -- whether coal futures are on the rise. let's talk small caps. there is options activity in the iwm. >> there has, brian. i will also say that you are 100% right there's been massive speculation in coal for weeks. from btu to a whole bunch of others council energy a lot of speculation in the coal space. to your point, iwm small caps are bouncing around along with the market whether it is 600 points up or down for the dow or whether this particular contract moves two or three up or down that has been happening. right now, they are betting next friday expiration, march 11th, there were a lot 21,000 that is 2.1 million of puts at the 194 strike we were right there above that last week. we since rallied back to 204 $10 higher than that all you need is a quick flash and the puts go in the money or explode to the upside because of the worries of whatever might be transpiring on the screens >> you know there is a lot of the gold bugs out there that love gold
jon najarian, good to have you back on.d whether -- great to have you on -- whether coal futures are on the rise. let's talk small caps. there is options activity in the iwm. >> there has, brian. i will also say that you are 100% right there's been massive speculation in coal for weeks. from btu to a whole bunch of others council energy a lot of speculation in the coal space. to your point, iwm small caps are bouncing around along with the market whether it is 600 points up or down for...
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Mar 18, 2022
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there you go, the kweb itself and there's didi up 53%, the one that jon najarian was just talking about. look, the bottom line is if you're bullish and you think, in fact, we have bottomed -- have you really come to grips with what the fed is going to do allegedly? i use the word allegedly because maybe the bond market doesn't believe that the fed is going to be as aggressive as it laid out or as governor waller told steve liesman a short time ago and liesman is with us now, hawkish is an understatement, steve, in terms of what waller told you. data screaming to go 50 and geopolitical events made it 25 used the words front loading and at 50 points at one or more heatings in the near future and that's a quote he doesn't see a recession, but he certainly sees an environment of much higher interest rates. >> yeah. he thinks the economy is in good shape to be able to handle this, scott and what he wants to do is to get it all front loaded and maybe the salve to that, if you look at the markets they pretty immediately adjusted and shot to a 53% probability of a 50 basis point rate hike at th
there you go, the kweb itself and there's didi up 53%, the one that jon najarian was just talking about. look, the bottom line is if you're bullish and you think, in fact, we have bottomed -- have you really come to grips with what the fed is going to do allegedly? i use the word allegedly because maybe the bond market doesn't believe that the fed is going to be as aggressive as it laid out or as governor waller told steve liesman a short time ago and liesman is with us now, hawkish is an...
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Mar 28, 2022
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we have jenny hairington, steve weiss, joe terranova and jon najarian let's check stocks which are going for a third straight week of gains we do come on the air at noon in the east at the lows of the day. the dow is down a little more than 300 s&p 500 off by one-half of 1%. yields, watching those closely, 2.45, the yield on the 10-year joe terranova, you said we were going to get to 4550 we were there. now what where are we going from here now? >> you don't have the technical edge anymore, so now you're back to relying on fundamentals, you're back to staring at a yield curve that is right now for a 2 to a 10 is at 10 basis points looking like it wants to invert within the next couple of weeks. you're thinking forward towards earnings and looking at the price of oil oil broke 105 earlier this morning. now it's bumping back up again towards 108, so you're not going to get the technical breakdown there. so the technical edge has dissipated, scott, unfortunately. i think we're kind of back in the running in place mentality where you're going to have to have some form of funding mental catal
we have jenny hairington, steve weiss, joe terranova and jon najarian let's check stocks which are going for a third straight week of gains we do come on the air at noon in the east at the lows of the day. the dow is down a little more than 300 s&p 500 off by one-half of 1%. yields, watching those closely, 2.45, the yield on the 10-year joe terranova, you said we were going to get to 4550 we were there. now what where are we going from here now? >> you don't have the technical edge...
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Mar 9, 2022
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we'll debate that with the investment committee joining me, brenda vifrjelvingi sarat sethi, jon najarian an
we'll debate that with the investment committee joining me, brenda vifrjelvingi sarat sethi, jon najarian an
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Mar 25, 2022
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joining me for the hour this friday, bryn talkington, sarat sethi, and jon najarian.ds pushing 250. the dow is off by a little as is the s&p 500, but really, we are focused on technology, pete and this incredible run in less than two weeks the nasd
joining me for the hour this friday, bryn talkington, sarat sethi, and jon najarian.ds pushing 250. the dow is off by a little as is the s&p 500, but really, we are focused on technology, pete and this incredible run in less than two weeks the nasd
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Mar 28, 2022
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we have jenny hairington, steve weiss, joe terranova and jon najarian let's check stocks which are goingraight week of gains we do come on the air at noon in the east at the lows of the day. the dow is down a little more than 300 s&p 500 off by one-half of 1%. yields, watching those closely, 2.45, the yield on
we have jenny hairington, steve weiss, joe terranova and jon najarian let's check stocks which are goingraight week of gains we do come on the air at noon in the east at the lows of the day. the dow is down a little more than 300 s&p 500 off by one-half of 1%. yields, watching those closely, 2.45, the yield on
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Mar 23, 2022
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joining me for the hour, shannon saccocia, degas wright, joe teranova and jon najarian co-founder ofon.com. the s&p down 16 and the nasdaq's made a burst down by 25% and the yield ten-year not
joining me for the hour, shannon saccocia, degas wright, joe teranova and jon najarian co-founder ofon.com. the s&p down 16 and the nasdaq's made a burst down by 25% and the yield ten-year not
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Mar 18, 2022
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investment committee here to debate the road ahead, brenda vif vingiello, jason snipe, steve weiss and jon najarianarketrebellion.com, what a week for the nasdaq, the nasdaq 100 and best dow week since 2020 you're really going backo
investment committee here to debate the road ahead, brenda vif vingiello, jason snipe, steve weiss and jon najarianarketrebellion.com, what a week for the nasdaq, the nasdaq 100 and best dow week since 2020 you're really going backo
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Mar 16, 2022
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let's bring in jon najarian, co-founder and cnbc contributor.never you see ridiculous moves, the options market has to start taking notice what kind of activity have you seen are people jumping in to buy the dip? >> definitely, dom in fact, yesterday in kweb which is an etf that attracts a lot of the stocks you mentioned, tencent, alibaba, they traded 23,000 like ta very, very quickly at the april 25th call strike and that was when it was trading at near the lows of the day at about 23. we, of course, made up that by the end of the day, and in the premarket you said these are screaming higher kweb in particular up better than 27% in the premarket. we shot you a picture of that activity they were buying these calls very aggressively throughout the day. they weren't the only ones, dom. alibaba also very aggressive and baidu also, very big volume. >> is this the kind of volume? is this the kind of trading action you would see that might suggest there's a sustained move higher, or is this something where you feel as though it's a very short-term bet
let's bring in jon najarian, co-founder and cnbc contributor.never you see ridiculous moves, the options market has to start taking notice what kind of activity have you seen are people jumping in to buy the dip? >> definitely, dom in fact, yesterday in kweb which is an etf that attracts a lot of the stocks you mentioned, tencent, alibaba, they traded 23,000 like ta very, very quickly at the april 25th call strike and that was when it was trading at near the lows of the day at about 23....
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Mar 30, 2022
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jon najarian, thank you very much. >> my pleasure. >>> cruise lines, watch those cruises. today. have a great day wherever you may be go pittsburgh. as a business owner, your bottom line is always top of mind. so start saving by switching to the mobile service designed for small business: comcast business mobile. flexible data plans mean you can get unlimited data or pay by the gig. all on the most reliable 5g network. with no line activation fees or term contracts... saving you up to $500 a year. and it's only available to comcast business internet customers. so boost your bottom line by switching today. comcast business. powering possibilities.™ >>> good morning negotiators for ukraine and russia say they're making progress in cease-fire talks despite continued deadly strikes overnight. >>> and new this morning, germany is warning of potential, potential natural gas rationing. not a big shock. we'll take you live to ukraine >>> federal regulators authorizing a second covid booster shot for adults age 50 and older as the omicron stealth variant becomes the dominant strain
jon najarian, thank you very much. >> my pleasure. >>> cruise lines, watch those cruises. today. have a great day wherever you may be go pittsburgh. as a business owner, your bottom line is always top of mind. so start saving by switching to the mobile service designed for small business: comcast business mobile. flexible data plans mean you can get unlimited data or pay by the gig. all on the most reliable 5g network. with no line activation fees or term contracts... saving you...
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Mar 11, 2022
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joining me nor the hour, stephanie link, jon najarian, the cofounder of marketrebellion.com and anastasiaat i-capital. let's check the markets. 12:00 noon in the east we're in danger of the fourth negative week for stocks yids
joining me nor the hour, stephanie link, jon najarian, the cofounder of marketrebellion.com and anastasiaat i-capital. let's check the markets. 12:00 noon in the east we're in danger of the fourth negative week for stocks yids
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Mar 11, 2022
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joining me nor the hour, stephanie link, jon najarian, the cofounder of marketrebellion.com and anastasia omarosa is here as well, the chief investment strategy at i-capital. let's check the markets. 12:00 noon in the east we're in danger of the fourth negative week for stocks yields, 198 on the ten-year, but our headline today for obvious reasons is mr. all in is back, all in jim lebenthal, you bought more jpmorgan and you bought more nvidia and now you're holding zero cash. is that right? >> call it 2 to 3%, scott. there's always going to be a little bit of frictional cash, but that's essentially all in. i heard what you just said, fourth negative week in a row. that's, you know, on the surface, a reason to buy, but obviously, you need to have more than that. i see what's going on in europe and russia the market knows that. i see what's going on with crude oil. the market knows that. here's the thing about crude oil. eventually, economic incentives kick in. maybe the crowned prince of saudi arabia doesn't want the meet with joe biden, but $100 plus barrel of oil, he's going to want to s
joining me nor the hour, stephanie link, jon najarian, the cofounder of marketrebellion.com and anastasia omarosa is here as well, the chief investment strategy at i-capital. let's check the markets. 12:00 noon in the east we're in danger of the fourth negative week for stocks yields, 198 on the ten-year, but our headline today for obvious reasons is mr. all in is back, all in jim lebenthal, you bought more jpmorgan and you bought more nvidia and now you're holding zero cash. is that right?...
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Mar 1, 2022
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in the investment committee for the hour with me bryn talkington, degas wright, josh brown and jon najarianrketrebellion.com. let's go to the wall 12:00 noon in the east and that's a loss of 7% and the biggest decline today and the most startling thing in the market is th
in the investment committee for the hour with me bryn talkington, degas wright, josh brown and jon najarianrketrebellion.com. let's go to the wall 12:00 noon in the east and that's a loss of 7% and the biggest decline today and the most startling thing in the market is th
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Mar 9, 2022
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we'll debate that with the investment committee joining me, brenda vifrjelvingi sarat sethi, jon najariannasdaq the big winner, up more than 3% and yields on the rise yields on the one-year joe teranova, i have so many moves from the investment committee, people who are here with us today and those who will call in for a minute, in a minute and talk about what they're doing in the market and does everything hinge on the near-term move in commodities and oil? you must be thinking about what's happening in ukraine, as well i see that you bought marriott this morning as a new buy. talk to me so, yeah i think a day like today, scott, what it allows you to do, seeing the strength in the market and seeing a pullback in oil, it allows you for a moment to finally look forward and think about what ultimately can be as we get to the second half of the year as we get to 2023, and i think there's tremendous pent-up demand and we kind of forgot about re-opening and we kind of forgot about moving from a pandemic to an endemic environment and it doesn't mean you're dismissive of the conflict in russia a
we'll debate that with the investment committee joining me, brenda vifrjelvingi sarat sethi, jon najariannasdaq the big winner, up more than 3% and yields on the rise yields on the one-year joe teranova, i have so many moves from the investment committee, people who are here with us today and those who will call in for a minute, in a minute and talk about what they're doing in the market and does everything hinge on the near-term move in commodities and oil? you must be thinking about what's...
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Mar 25, 2022
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joining me for the hour this friday, bryn talkington, sarat sethi, and jon najarian. the ten-year yields pushing 250. the dow is off by a little as is the s&p 500, but really, we are focused on technology, pete and this incredible run in less than two weeks the nasdaq's up 1500 points the s&p is down 1555, and you're shaking your head especially in the mega-cap names >> we'll work on pete's microphone, obviously. jim lebenthal, it has been stunning, a place where you're underweight in terms of large-cap technology stocks and it's a large reason why we're feeling so much better about the overall market because these stocks have run so far and they're some of the biggest stocks in the market yes, scott i think they can run further i do want to delineate within the nasdaq what i consider to be high quality and growth at a reasonable price stocks and mainly the faang and through qualcomm and others in there i think those will do just fine in there what does that mean? from here, you'll get another 7% to 10% price appreciation and something that's commensurate with how the
joining me for the hour this friday, bryn talkington, sarat sethi, and jon najarian. the ten-year yields pushing 250. the dow is off by a little as is the s&p 500, but really, we are focused on technology, pete and this incredible run in less than two weeks the nasdaq's up 1500 points the s&p is down 1555, and you're shaking your head especially in the mega-cap names >> we'll work on pete's microphone, obviously. jim lebenthal, it has been stunning, a place where you're...
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in the investment committee for the hour with me bryn talkington, degas wright, josh brown and jon najarian, co-founder of marketrebellion.com. let's go to the wall 12:00 noon in the east and that's a loss of 7% and the biggest decline today and the most startling thing in the market is the precipitous drop in yields and the high on the ten-year was 187 the low was 1.68 and there's a general risk aversion and stocks will remain sensitive to everything happening in ukraine and you see that on the flight to safety and not only here in the u.s. germany, uk and you take a look at what's been taking place over there and it's a similar picture. we'll come in and here we go into march and not that far away and here we are watching a market sell-off yet again. volatility reined supreme and yields are dropping like a stone. >> as i've been saying for weeks we are in the midst of a real bear market. i'm hoping that we're at least half way through both in terms of time and in terms of damage i wouldn't be surprised if that were the case, but you know, when you see -- let me give you a quick example. w
in the investment committee for the hour with me bryn talkington, degas wright, josh brown and jon najarian, co-founder of marketrebellion.com. let's go to the wall 12:00 noon in the east and that's a loss of 7% and the biggest decline today and the most startling thing in the market is the precipitous drop in yields and the high on the ten-year was 187 the low was 1.68 and there's a general risk aversion and stocks will remain sensitive to everything happening in ukraine and you see that on...