>> so recent one was that when kkr bought a stake in marvell the u.s.any before traditional wires. stock went up 10:00%. we're not just about short-term information. we find a lot of really unique color about stocks and macro trend. we also find a lot of themes and trends on the web. liz: i found one interesting because we did some research on your company. you found out before the general world found out that, this to me sounds crazy or too dei would tailed but the -- detailed. portuguese finance minister was leaving his post that tend to affect sovereign debt those kinds of things. >> absolutely. liz: what happened there you? beat the wires. >> we knew he was resigning before the wires. that had a big effect on portuguese 10 years. we have algorithm identify 15,000 best influences on twitter. we're watching them like a hawk and like an eagle. they help us pick up insides before the market. >> can make those decisions to invest. emmett, what an interesting cop, thank you very much. >> thank you very much. liz: the ceo and cofounder of eagle alpha. smar

. >> a big payday for big names in kkr.ou next on "market makers." ♪ >> we are approaching 26 minutes past the hour, this is the time when bloomberg goes on the markets. a quick snapshot of what is happening in the broad markets, because the s&p 500 is headed toward a record close. , theopments in the ukraine possibility that perhaps they nment fasta gover enough to avoid a default is encouraging able to pick up stocks almost a percentage point. >> in terms of individual stocks, we are watching joseph a bank. it is the deal that will never end. 12, itfer expires march would be about $1 billion. they terminate a separate power, men'sny wearhouse will take it. >> there's no value left for the holder. >> they hate each other so much, you wonder how it integrated would work. >> a critic will be here to help the pretentious mumbo-jumbo and understand what those white ratings really need -- mean. ." this is "market makers ♪ >> it was a big year for the billionaire cofounders of the best-knownggest buyout firm, kkr. they each made

we've reached out for comment from kkr and silver lake. for right now that's the reason why, bill, they are at session highs. those shares of river bed. back over to you. >> let's get back to the market. we have about inside the two-minute mark here. again, volatility reigning today. we had a gain of 125 points for the dow at one time today. then this sell-off on the unrest in ukraine as russian troops apparently moving into that region. we've come back though now up 47 on the dow, and the s&p, any positive close will be a new all-time high and it looks like we'll get that. we're up five points. ann from guggenheim partners, does it matter we have to keep setting highs? there was a time we tried three times and then it sold off. does this worry you at all? >> there are two thing at play. off possibility for increased volatility this year. last year was unbelievably low volatility, fabulous return for every unit of volatile, that cannot persist. we've done a lot of research on our team there and we see a more volatile year. >> so what do yo

what have been the private equity companies like blackstone, kkr? why do you like them? an incredible environment for those guys. you have low interest rates, you have corporate balance sheets flush with cash. you have the ipo window open. what's better than for the private equity companies, that kind of environment. stocks are cheap. they are trading at ten times and i just listed steve schwartzman on their call. he implores us investors to look at the relative valuation next to the other asset managers. i think he's right. >> facebook? another holding. >> yeah. i'm more of a value guy. you can't claim that's a value stock. in fact, for years, i was writing to my investors rationalizing about why we owned it. not so much lately. it's a great franchise. the metrics are phenomenal. there is optionality there. they have a lot of other ways to create revenue. >> quick thought on the mining companies. you were long in that sector. it was not a good year for them last year but you think there's value there. >> i got killed in them last year, they were down 50%-ish last year.

. >> riverbed technology getting interest from private equity firms kkr and silver lake.a bidding war, perhaps, for riverbed. elliott management just this week raised its bid for the technology company, $3.36 billion. to $21 a share. the company was not happy with the bid. kkrrtedly, silver lake and are interested in riverbed and that there will be interest above that $21 a share. we are seeing riverbed technology, to a session high. >> we will be right back with more. ♪ >> welcome back to "street smart ." tweeted,s recently yellen pivots to inflation. hike, maybe 2016. >> the deflator is important and the fed is pivoting because the unemployment rate is reaching what the fed wanted to. if they get here, we might raise rates. now it is almost here. had 1.1% year over year, the core pc deflator. it is the personal consumption. it is like taking a bunch of things and saying, what do i have to do to these things to deflate their prices so they are the same as they were at some other period. it's the best measure in inflation statistically available. the lowest since record-k

one would think if they are selling, they have kkr and blackstone sitting there with their arms widehow do you move into this? that was the theory for all of the guys who raised money. >> the reality is that we are in their everyday. they are calling us because we trade with them everyday. on u.s., on europe, whatever the case may be. we have developed nice relationships in the shipping area. we are pretty much seeing the deals. some of them, we might be too small to participate in. they won't much bigger chunks. you have bigger guys that are taking the whole thing down. we have turned down 10 times as many deals as we have done and we have found many great opportunities. >> the media loves to say there is no business to be done. is that the case? force at same as it has always been? >> is it a little less -- it is a little less. pre-2008 and into 2009, it was a little more robust. there are still billions of dollars a day that are being traded, i think it is just among lesser people. specifice looking at a asset class. how concerned are you about fed action? >> the last time i was h

and the old txu which you point out coming closer and closer to filing. $8 billion in equity from kkrwas tpg. i remember that story. i think i broke that story. coming right at the height of the boom. of course, their expectation was that natural gas prices would rise. somebody may not have informed them fully about fracking. >> right. >> little early. >> and it's gone far off plan to say the least. >> they wrote off the equity long ago to a zero but it's still extremely important, not to mention the energy market in texas. >> retail continues to be a story. nordstrom one of the worst performers on the s&p. $1.37 does beat by four cents. the full-line comps, though, down 33 and a full quarter in a row they've been unable to post positive comps. they had silver linings. online sales up 30% and more of their cap-x, 30% of their cap-x will go to technology over the next five years up 20% historically but that will be a loser today as retail's in the news whether it's nordstrom or amazon for that matter. >> yeah, amazon is very interesting. a couple of reports we have out today one that i

kkr, paying $3.5 billion for two firms while apac partners snapped up a pair of companies for $3 billionon in this week ahead. back to you, carolin. >> looks like merger tuesday, not necessarily merger monday. thanks so much for that. these are your headlines this morning. japan extends its lending program to banks and responds. the nikkei closes up more than 3%. the china central bank rains in lending by draining nearly $8 billion from the system. >>> activists reportingly in talks with forest lab for $25 billion. and still ahead on the show, george soros doubled down on his positions on the markets. is the billionaire investor making the right call or hedging his bet? we get some market insight, coming up next. >>> there are growing concerns about fears of protests in venezuela today. on monday, crowds attack security forces and freed an opposition politician after he was arrested. he belongs to a party whose leader is accused by the president of inciting violence and heading a u.s.-backed conspiracy to oust him from forward. madudo expelled -- on monday. >>> six world powers are meeti

as for earnings central, the train continues philip morris, kkr are among the names to watch before the bell today. news corp., activision. the ecb will announce its policy decision later today. the market is hanging on those two reports. >> kayla, thank you very much. we've got some big corporate news for you this morning. twitter, that was your top corporate stories. shares getting slams slammmed. the stock is down big time, about 17%. wiping out basically a sixth of the company's value. earnings and revenue did beat the street. that was not the problem. this was. slowing new user growth and a severe decline in timeline use. that's when a user refreshes their twitter spaj, being used as one of the key measures of how active users are. ubs out this morning cutting price targets from 55 to 35. >> what does this say about twitter? these crazy valuations. i don't want to say they haven't revolutionized the world. they have. but is it possible that this is the beginning of the bubble getting ricked? >> i was thinking about this a lot last night. twitter has been on my mind a lot lately. wh

. >> it was a good one for kkr. they've had their share of good ones. >> you mentioned apparel, jim, wells takes ralph lauren to an outperform and price target goes up from 186 to 197. they said they've invested a lot and margin pressure eases up a bit. >> one of the great stories over the last, let's say, two quarters reacceleration of europe and they say that ralph lauren's going to do that. obviously kors mentioned, kors mentioned so lovingly on the macy's quarter, by the way. kors was the sign that europe, when they did that great double digit number that europe's pretty good. you have to go back and say who does europe pretty good, pvh does and vf corp came right back. they do europe so well. it's positive in this market, it's a change. >> it's a definite change but you have worries about asia and emerging markets. >> david, tesla's up again. >> i tweeted yesterday the big upgrade from morgan stanley and then come su"consumer report's" them the best car in the world and what does elon musk find 100 dollar bills