tim seymour, dan nathan, brian kelly and pete najarian. a sea of red on the street today with the dow tanking 278 points. this marking the worst day for both the dow and nasdaq since january 27. the dollar, meantime, soaring, to an 11-year high and gold erasing, falling just under 3%. this as the u.s. economy added 290 jobs in the month of february. speeding up the expected time line for the fed to start raising rates. are we in a good news is bad news for the market scenario, pete najarian, what do you say? >> certainly today, that was the reaction. as soon as those numbers came out, everybody started to try to figure out one way or the other the direction. the s&p started to get hit to the down side. we finally saw the volatility come back into this marketplace. it had been absolutely missing. trading underneath the 200-day average over the last week or so. and now it final spiked back above that and volume came back. none of those are necessarily always so great for the markets. but we are starting to see a little bit more activity come

pete najarian, karen finerman and guy adami. the time for the apple watch is here. tim cook unveiling the details just a few hours ago. we'll take you live to the event and debate whether you should buy the stock before the watch is released. >>> and breaking news after the closing bell. qualcomm announcing a $15 billion share buyback. we have the details and the trade. >>> and another hit for tesla today. job cuts in china sending shares lower. the stock is now down 12% over the last month. we have someone who says this sell-off is a buying opportunity. but let's start off with the apple event today. apple stock popping after it announced a new macbook. josh lipton was at the event in san francisco. he joins us with the details. josh? >> well, melissa, apple making a lot of news in a very short period of time here. watch, macbooks. let's take a look at the headlines. >> can you even see it? i can't even feel it. there it goes. now i'd like to turn to the newest addition to the apple family. and of course i'm talking about the apple watch. the apple watch is the mos

pete najarian what did you make of this? >> when you look at the last week or so we started with a market a week ago monday at 2770. volt index has been somewhere in this range but right here around 16 just underneath 16. oil is obviously the story of the day. you look at everything else. the real story about oil is it didn't drag the markets down with it. that has been trend we've seen time and time again. we did not see that today. impressive rally to the upside. financials and health care. these health care names are trading at an incredible level. i don't know if they are overheat. i love the space. i continue to love the space. the evaluation, the dividends. are they now starting to get frothy. >> i thought that was an interesting move. oil and dollar moving in the same direction. >> it tells me price is not truth when you talk about oil. is this one of the things i'm saying. it's about supply issues. opec indicated that lower prices aren't cure tailing u.s. production that means they don't do anything in june which peo

pete najarian. >> we talked about oil.ow the way i saw the paper come into conoco phillips today, i like this stock. very short-term. trade but i think it's going higher. >> brian kelly. >> bk first of all wishes ek evan kohlman welcome to the world. number two, emb. that's the way to do the emerging market bonds. weaker dollar will help these. >> phh corp. it's long money. >> guy. >> bp speaks at a conference tomorrow. good looking kid by the way. >> very adorable. i'm melissa lee. thank s for watching. meantime don't go anywhere. "mad money" starts right now. >>> 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. my job is not just to entertain but to teach and educate. call me at 1-800-743-cnbc or tweet me at jim cramer. sometimes you have to ask yourself, what if. sometimes you have t

pete najarian? >> i like it more. it's changing things up. he mentioned several times financial discipline. what they have to do is retain some of the talent out in the valley. it's not just facebook. there are plenty of startups out there. that competition level is one of the areas i think you spend. that's the side that goes into the rnd that people never think about. i think sooner or later i expect to see a dividend not too long from now. that's something -- >> are the options markets indicating at all -- >> nope, nope, just my own read through. >> one of my strong arguments in favor of google last week and the march money madness where we lost to these guys and facebook -- >> which has done well. >> hey. activism in google is something i think could almost -- the ownership is different than apple. having said that, they have more control of google. this is a key point. but i do think there will be a lot of pressure on these guys to give money back to investors. this is exactly i think a sign they are at least aware of that issue. that an

stephen weiss, jim lebenthal, pete najarian and michael block of rhino trading joining us for 6awell.ve, what do you make of the markets here. it seemed as though perhaps yesterday was as strong, maybe sell signal for some people as we've had in a while, just for sake of reaching the milestones? >> i don't think it's unusual after the market hits the psychological levels, for it to sell off or retrace. people say let me take my profits off the table, let me, you know, can't go much higher. this was a tough point, 15 years ago. but having said that, we're seeing this volatility which strikes me as how cheap vol has gotten and risk has gotten. there's no excuse for anybody out there not to have risk to protect their portfolio. the volatility we've seen called down a little bit in february, but i dot think it's gone. it's going to continue to be with us the rest of the year. i'm not alarmed by it. i don't think there's major values out there. some areas maybe energy higher price target, david ruben stein was great on squawk this morning. i'm staying with the market, moving more into euro

pete najarian is on the case. coming up, what it is, how he's playing it.e right back. >> the halftime report is the place for market-moving interviews. >> when you see large currency moves and large price moves in a commodity like oil, you have to be worried. >> real money. >> what makes things cheap is uncertainty. >> real debate. >> interest rates are going to go up. they can't drop as much as they did. >> do you think dick costolo will leave that job? >> we think there's a good chance that he's not there within a year. >> the halftime report, weekdays at noon eastern. can it make a dentist appointment when my teeth are ready? ♪ can it track my crew's performance, and protect their heads? ♪ can it tell the flight attendant to please not wake me this time? ♪ at cognizant, we see opportunities for every company. to meet the new digital demands of their customers. can it process my insurance claim? like, right now? can it download a track while i'm sampling it? can my keys find me? with the power of digital, analytics and automation, now every little "thing

this is pete najarian. used to play as well and i have to tell you, do you think that -- i know this is the first one, the first one i'm aware of that somebody has stepped away from the game when you look at the position he plays and it's only his first year in the league but do you see more of this going on? he's the first, but is there going to be others that are going to follow along and that could end up being something? >> well look, you're going to have -- you had brandon marshal who's a broncos linebacker tweet out is there something i don't know. another, perhaps. dozens than depletes the talent level in the nfl? >> no. i think when you look around football, you have thousands of guys who would take chris borland's spot and do it for half the money. so again, a huge shocking story because it's the fourth guy this offseason to retire at age 30 or younger, so it's to the just the first guy to step away, but the fourth guy this offseason. look at guys like steve young, like troy aikman, they walked awa

managing director at virtus investment partners, josh brown the ceo of ritholtz wealth management and pete najariano-founder of optionmonster. our game plan contrarian week rolls on. a first interview in near he thigh years. where is this all-star portfolio manager putting his $110 billion to work and why? still sexy that's what one analyst says about shares of limited brands. defend her buy call live. we do begin with the markets and a big warning for investors today from a well-known central banker. james bullard tells the financial times the following that the longer the fed waits to move interest rates the more dire the potential consequences. he says when asset bubbles start they keep going until they blow up out of control with devastating consequences from the st. louis fed president and that's where we kick off our conversation and we do welcome in fidelity's will danoff. great to have you back. >> thanks so much, scott. great to be with you. >> i told folks we're going to go through a number of stock picks and talk about individual names and they're excited to do that. i want to get your t

joe taranova, josh brown, pete najarian, and adam parker. our game plan today, it looks like this.media analyst rich greenfield downgraded disney today. we're going to hear from him live and debate that call. spanning the global, our chief international correspondent michelle caruso-cabrera on greece, russia, and the stoes

our traders tonight are tim seymour, pete najarian, brian kelly, and guy adami. more room to run for jcpenney? stock soaring. details ahead. how smart was the smart money in the first quarter? we've got the new numbers on the hedge fund heavy hitters. find out where paulsen and ackman put their money. but first it's officially the end of the first quarter. we went out with a bang. the dow finishing the quarter in negative territory. dropped 200 points. nasdaq up for 2015 and the quarter. tomorrow is the first day of trading if they are second quarter and the kickoff to april. historically a strong month for investors. do you stick on what is winning or take some money off the table? tonight we lay out our second quarter playbook trades. tim, we'll kick it off with you. what changes in q2? >> i'm not sure anything changes. the first was fed, dollar, oil, ecb. all of those things are front and center. some of the trades took time to get going. a lot expected the consumer to rebound faster based upon lower commodity prices, lower gas prices, et cetera. i think you s

tim seymour, dan nathan brian kelly and pete najarian.rst day for both the dow and nasdaq since january 27. the dollar meantime soaring, to an 11-year high and gold erasing, falling just under 3%. this as the u.s. economy added 290 jobs in the month of february. speeding up the expected time line for the fed to start raising rates. are we in a good news is bad news for the market scenario pete najarian, what do you say? >> certainly today, that was the reaction.

jon and pete najarian co-founders of optionmonster here on time and haslo is as well, the president ofer reneny associates. steve liesman with us for obvious reasons back at cnbc's headquarters. our game plan looks like this. how do you like them apples? with america's most loved company added to the dow whether there's really a reason not to own that stock. extra mayo, now that the banks have passed the fed's stress tests which stocks does star analyst mike mayo say you need to own right now. we begin with the markets and something investors should start preparing for, rate hikes. the fed late or not making its move. ready or not it is coming maybe in june, maybe september, maybe shortly after that, and how the markets react is the trillion dollar question. right now it is anyone's guess. if you look at the markets today you get a feel for how we may react. some say we're ready, others say volatility will rule the day. whatever happens the money is hanging in the balance here and the market is reacting as if it would come sooner than they want and not handling it well. >> we talked ab

asset management, joe terranova is senior managing director at virtus investment partners jon and pete najariantionmonster, steve grasso of stewart frankel on the floor of the new york stock exchange for us and jason brady with us today, the head of fixed income at thornburg investments. so much to talk about today. our game plan looks like this. euro crash, how low

josh brown is ceo of ritholtz wealth management jon and pete najarian the co-founders of optionmonsters cio of cambria, steve liesman here on set with us as well. our game plan looks like this. on the offensive, as lumber liquidators fights back the stock is surging we are live with the latest ahead over big interview friday with the founder of that company. >>> pass

josh brown the ceo of ritholtz wealth management and jon and pete najarian co-founders of optionmonster, kenny is on the floor of the new york stock exchange. our game plan today, it looks like this. an activist speaks for the first time on cnbc, mercado's mick mcguire is here live with a new campaign and so much more. the apple aftermath, ceo john sculley on the watch, the stock and whether a trillion dollar market cap is in the cards. we're also live at the shareholder meeting today kicking off at this hour. we begin with this big sell-off in stocks. you can blame a number of factors today. the dollar at its highest level in 12 years. weak global economic data fears that the fed will raise interest rates this summer before many investors are hoping for. josh brown, you have the s&p below its 50-day moving average and that's just one of the negative things that i can cite when you take a look at the action today. >> but it seems to have stopped around the 50-day. it hasn't closed below yet, not on the week. this is actually still a fairly normal shakeout. we're about 3% away from the a

asset management, joe terranova is senior managing director at virtus investment partners jon and pete najariano-founders of optionmonster, steve grasso of stewart frankel on the floor of the new york stock exchange for us and jason brady with us today, the head of fixed income at thornburg investments. so much to talk about today. our game plan looks like this. euro crash, how low the currency might go and whether it will take stocks with it. bad timing, why apple's new watch left the top-ranked hardware analyst on the street underwhelmed and what all that means for the stock. we're also going to speak exclusively to robert chapman about his long position in lumber liquidators. we begin with the markets, stocks remain unsettled followed the biggest pullback since the beginning of the year. yes, we are in the green but it has been a struggle today. one reason for that unease, the steep and incredibly swift drop in the euro. joe, you know, what do you make of it? you look up and it's down a penny, day after day after day and it's unsettling a lot of markets in a lot of different places. >> what

jon and pete najarian are co-founders of optionmonster and paul richards head of fx at ubs.ch going on related to the eurozone. we brought paul from connecticut to sit wiat the desk with us. bottom of the barrel, one investor bets big on crude's bounce. we debate whether energy stocks are the place to be. mcturn around. are the best days of the fast food giant still ahd?

josh brown the ceo of ritholtz wealth management and jon and pete najarian co-founders of optionmonsterthe floor of the new york stock exchange. our game plan today, it looks like this. an activist speaks for the first time on cnbc, mercado's mick mcguire is here live with a new campaign and so much more. the apple aftermath, ceo john sculley on the watch, the stock and whether a trillion dollar market cap is in the cards. we're also live

let's meet our starting lineup, stephen weiss the managing partner of short hills capital, jon and pete najarianders of optionmonster, michael block is chief strategist at rhino trading partners, paul richards head of fx at ubs and joe davis head of ininvestment strategy at vanguard. apple and the dow. as america's most loved stock enters the index after the close, will it fall victim to the curse of the dow or buck that trend. losing the lockup with alibaba

starting lineup for today's show, stephen weiss managing partners of short hills capital, jon and pete najarian co-founders of optionmonster and our guest trader for the day is rob of ubs. he is one of the top 100 financial advisors in the united states according to barron's. our game plan today looks like this, get shorty. investor john ficktorn on what he's betting against today and why he says north of the border is about to go south. trade school, nyu's dean of valuation live with us today with the stocks he said are grade a good. we begin with a critical question for investors, are stocks after hitting all-time highs earlier in the week now poised for some kind of meaningful pullback or simply a pause? we haven't seen a correction of 10% or more in more than four years. and steve, i mean it's the question that's going to continue to come up, i guess as the market either extends itself or has this pause. it has to happen at some point. the question is when and why? >> i agree it has to happen, should have happened already, because as you mentioned the entire trading span of the market this

the managing partner of short hills capital, josh brown the ceo of ritholtz wealth management, pete najarians the co-founder of optionmonster, and kenny pull carry is on the floor of the new york stock exchange. our game plan today looks like this. retirement risk, what's really inside your 401(k) and why the details may surprise you. our special report straight ahead. technology wreck, while one silicon valley super star says a bubble is brewing out west. elevations roger mcnamee is with us on whether it will burst or not. a midday rollover for the markets and one of the most hotly debated parts are of the market. biotech which have soared recently, here's a look by the way at the etf that tracks the nasdaq biotech index, up 240% since the beginning of 2012. those gains further fueling talk that a biobubble is brewing. one that could burst and bring the rally down with it. josh brown, certainly looks like that's what we are seeing today. 24 biotech stocks in the s&p. 21 of them are in the red. >> yeah. well, look, i think it's important to separate this idea that, you know, trepidation in t

director at virtus investment partners, josh brown, ceo of ritholtz wealth management jon and pete najarianrs of optionmonster. you guys get a two shot, wow. our game plan looks like this, ticking time bomb in bonds. why looming rate hike may create a nightmare for bond investors and who's at risk and why. selling out of ebay. we've got the analysts banging the gavel to sell on the auction site and first k

managing director at virtus investment partners, josh brown the ceo of ritholtz wealth management and pete najarianr game plan contrarian week rolls on. a first interview in near he thigh years. where is this all-star portfolio manager putting his $110 billion to work and why? still sexy that's what one analyst says about shares of limited

let's meet our starting lineup, stephen weiss the managing partner of short hills capital, jon and pete najarianre the co-founders of optionmonster, michael block is chief strategist at rhino trading partners, paul richards head of fx at ubs and joe davis head of ininvestment strategy at vanguard. apple and the dow. as america's most loved stock enters the index after the close, will it fall victim to the curse of the dow or buck that trend. losing the lockup with alibaba insiders finally tree freeh to sell, now the time to buy or beware. a stock that seems to have lost its luster. we begin with decision day. a day investors have been waiting for, maybe dreading. the moment we may learn how much closer the fed is to raising interest rates and the markets truly ready? stocks lower ahead of that. rates move to the downside. it's a simple question, are we ready for the fed to raise rates? >> i think we are. the market seems to have given yellen a free pass. >> we you or we the market? >> i'm always ready. we the market is ready and i'll tell you why. as far as the markets are concerned patience com

the managing partner of short hills capital, josh brown the ceo of ritholtz wealth management, pete najarian of optionmonster, and kenny pull carry is on the floor of the new york stock exchange. our game plan today looks like this. retirement risk, what's really inside your 401(k) and why the details may surprise you. our special report straight ahead. technology wreck, while one silicon valley super star says a bubble is brewing out west. elevations roger mcnamee is with us on whether it will burst or not. a midday rollover for the markets and

jon and pete najarian are co-founders of optionmonster and paul richards head of fx at ubs. so much going on related to the eurozone. we brought paul from connecticut to sit wiat the desk with us. bottom of the barrel, one investor bets big on crude's bounce. we debate whether energy stocks are the place to be. mcturn around. are the best days of the fast food giant still ahead? one analyst that upgraded the stock thinks so and will tell you why live. the market, stocks off their worst days since january, down again today as you know. meantime the drum beat getting louder from smart investors that may be the best bets are not here in the u.s. but overseas. maybe for good reason. europe's economy improving, china cutting its lending rates, several markets outperforming the u.s. so joe, a number of places we take this. answer the question first about what we're watching today and what we've seen for the last few days. pause? or pull back? >> increase in volatility, the most important thing to understand is volatility is back again in march and something else that i find very d

pete najarian, dan nathan, karn finerman and dan grasso. you heard all the rumors that the apple watch may be a massive failure. survey results that back up those claims. that's ahead. plus biotech's orrexgen and tomorrow could be a huge day with the bce and stress stests on tap. we'll hear from one guest who says the euro could drop another 20% against the u.s. dollar. we start off with bank of america, down 11% year to date underperforming the broadcaster sector with some saying tomorrow could be a make-or-break moment for upper management at bac. karen, what do you think? >> well, it could or it could not be, and then we get the stress test tomorrow, but we don't get crar until the 11th if the stress test doesn't have an outlier result to it. >> whatever it is, the result or results six days later, grasso. >> citi and jpmorgan have been outperformers in this market so from late january, early february, they are both up approximately 15%. goldman sachs up 9% and bank of america up 4%. these are the names that obviously the market has plac

director at virtus investment partners, josh brown, ceo of ritholtz wealth management jon and pete najarianhe co-founders of optionmonster. you guys get a two shot, wow. our game plan looks like this, ticking time bomb in bonds. why looming rate hike may create a nightmare for bond investors and who's at risk and why. selling out of ebay. we've got the analysts banging the gavel to sell on the auction site and first kick off with today's fed follow through or lack of it when it examines to the dow. stocks down, 10-year yield below 2%, dollar index on the rise again. like nothing ever happened. there's no more patience in the fed statement but chairman yellen also doesn't seem to be in a hurry to raise rates. so how do you trade it? what is your impatient playbook? pete? >> well, i think that you got to stick with what's been working so far, michele, and i think everybody, we talked about it yesterday on the desk, 90% of the folks who have come on here patience will come out but that doesn't necessarily mean june or necessarily mean september. probably signals in that direction, but i still

josh brown is ceo of ritholtz wealth management jon and pete najarian the co-founders of optionmonstermember favor is cio of cambria, steve liesman here on set with us as well. our game plan looks like this. on the offensive, as lumber liquidators fights back the stock is surging we are live with the latest ahead over big interview friday with the founder of that company. >>> pass the palalcohol as the controversial cocktail wins u.s. approval. the product's creator is with us live. jim cramer will stop by as he celebrates ten years of "mad money." we begin with the markets where the euro rebound and the dollar drop helping stock gain footing today. big gain and financials leading the way following the government stress tests. morgan stanley by the way on track for its best day this year. it's not all great news today. intel cutting guidance, retail sales disappointing and pete, maybe that's why the market is responding in the way it is. you have three things about the fed, the dollars's movement today, factoring into the conversation, the data, maybe has some people thinking okay, pat

jon and pete najarian co-founders of optionmonster here on time and haslo is as well, the president ofsteve liesman with us for obvious reasons back at cnbc's headquarters. our game plan

starting lineup for today's show, stephen weiss managing partners of short hills capital, jon and pete najarianrs of optionmonster and our guest trader for the day is rob of ubs. he is one of the top 100 financial advisors in the united states according to barron's. our game plan today looks like this, get

traders are tim seymour, pete najarian. big rally but not for netflix.e. microsoft's ceo speaks at the tech conference bun bullish analyst cut its price target. we start off with a rally in stocks a big move to the upside as the dollar showed signs of weakening. oil prices closing at a six year low and traders are waiting

pete najarian, karen finerman and guy adami. the time for the apple watch is here.the details just a few hours ago. we'll take you live to the event and debate whether you should buy the stock before the watch is released. >>> and breaking news after the closing bell. qualcomm announcing a $15 billion share buyback. we have the details and the trade. >>> and another hit for tesla today. job cuts in china sending shares lower. the stock is now down 12% over the last month. we have someone who says this sell-off is a

pete najarian dan nathan karn finerman and dan grasso.he apple watch may be a massive failure. survey results that back up those claims. that's ahead. plus biotech's orrexgen and tomorrow could be a huge day with the bce and stress stests on tap. we'll hear from one guest who says the euro could drop another 20% against the u.s. dollar.

pete and jon najarian the co-founders of optionmonster. serrat is managing director at douglas c.sociates joe lavorna chief u.s. economist at deutsch bank and steve liesman our cnbc senior economics reporter. our game plan today, looks like this. alibaba bounce, as the chinese internet giant gets an upgrade is the stage set for a sto

john najarian has picked up pretty well, 6%. and petend josh brown rounds it out at the bottom. >> well, round. it's really round down there. bad news. >> pete yet to make a trade. i may have mentioned that before. maybe he'll get around to doing something. >> are you running his account? >> seriously. >> he's all over me, man. >> exactly. we have to get rid of you. >> sorry. >> let's talk about jim laventhal's portfolio. he's in lead. >> what i find fascinating about this is what i said about jim's picks initially, i liked a lot of the ideas and the turn-around nature of it. but these things often don't happen right away. naturally, he is in front after three months because it's all worked right away. >> he does have the best trade, by the way. that is jcpenney, ok? they are up more than $6,000 in your portfolio. that was a risky bet. >> yeah. >> ibm was as well. and that's holding you back. >> well, not as much as bp. but i think what you're pointing at here, this really is a trading game. it's one year long. it's five stocks. you've g