105
105
Mar 31, 2014
03/14
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FBC
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eye 105
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and scott shellady, he is the guy doing tough duty in the pits of cme. as always bulling his way through the traders. it is all about yellen? is that what is going on today, scott? >> a little bit of yellen and a little bit of putin. a knock-on from friday's recovery. we saw talks between obama and putin released. talks of a nice way to end this thing. putin is part of the rally definitely taking troops off the border. yellen coming through with slack on the workforce. i will say this, there is slack in her qualitative guidance. what she put out there the first time around left it wide open for what she needs to do to get this thing done. her job is more difficult by the day, she is tapering into a weakening economy. we continually miss the expectations on economic numbers that we see. so i would like to see what happens. ultimately in perverse way good for stocks. we'll get a new stimulus or things will generally turn around. david: scott, i'm looking at sunny day in new york so i'm feeling optimistic right now. just for today, maybe. we've had a cold wo
and scott shellady, he is the guy doing tough duty in the pits of cme. as always bulling his way through the traders. it is all about yellen? is that what is going on today, scott? >> a little bit of yellen and a little bit of putin. a knock-on from friday's recovery. we saw talks between obama and putin released. talks of a nice way to end this thing. putin is part of the rally definitely taking troops off the border. yellen coming through with slack on the workforce. i will say this,...
68
68
Mar 24, 2014
03/14
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FBC
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eye 68
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we don't have to turn at all for scott shellady, in the pits of the cme. orrow shaping up, scott? >> we have a lot on the docket besides u.s. numbers. keep an eye on the russian situation because that could weaken already weak europe with germany. number twohina to worry about. all with the fact yellen tapering into a weaker economy. unfortunately you will see a reverse reaction and ultimately u.s. stocks are the best place for your money. that's why i think they hold in there. david: interesting, scott, thank you very much, my friend. appreciate it. cheryl? cheryl: rising commodity prices might be enough to ruin your breakfast. the dry weather that is gripping california and latin america is not just taking a heavy toll on these regions, it is impacting food prices nationwide and forting to you pay more money for your meals. i have examples. your morning brew, your coffee -@cost a bit more. coffee prices are up 5% since january 1st. that is coffee up at 5%. pork prices, look at this, up 45% as you can see. of the wheat, is now costing consumers 17% more as
we don't have to turn at all for scott shellady, in the pits of the cme. orrow shaping up, scott? >> we have a lot on the docket besides u.s. numbers. keep an eye on the russian situation because that could weaken already weak europe with germany. number twohina to worry about. all with the fact yellen tapering into a weaker economy. unfortunately you will see a reverse reaction and ultimately u.s. stocks are the best place for your money. that's why i think they hold in there. david:...
183
183
Mar 7, 2014
03/14
by
KICU
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eye 183
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now to gear up for traders unplugged-- joining us from the floor of cme group alan knuckman and scott shellady. good morning. the rally turns 6 on monday. what could cancel this party? alan: the first thingdid you know that candy used to be the anniversary gift for the 6th anniversary? don't fight it. it's gonna keep going until it doesn't. this is half of the last big rally that we had from 1987-2000. so i'm still looking for more upside. scott: i agree with alan and the reason why is the only thing that will derail this is would be the fed. and the fed would be the one pulling the rug from under us. alan: but why would they do that? scott: they're not gonna do it. we're gonna have qealmost forever. the economy would be bad enough to derail it but we have the fed so we don't have to worry about it. alan: it doesn't matter if the market is high or low, you need to trade with risk control and that's the bigger issue more so than anything. angie: topic number 2apple activism. some activists are making a lot of noise but apple is pushing back. who wins this war of words? scott: we need to pass ar
now to gear up for traders unplugged-- joining us from the floor of cme group alan knuckman and scott shellady. good morning. the rally turns 6 on monday. what could cancel this party? alan: the first thingdid you know that candy used to be the anniversary gift for the 6th anniversary? don't fight it. it's gonna keep going until it doesn't. this is half of the last big rally that we had from 1987-2000. so i'm still looking for more upside. scott: i agree with alan and the reason why is the only...
189
189
Mar 21, 2014
03/14
by
KICU
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eye 189
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joining us from the floor of cme group-- alan knuckman and scott shellady. good to go guys at the bell. round number 1-- tea time - starbucks is in a partnership with oprah to sell tea. will she bring her oprah effect to the stock? alan: well if the oprah effect is good the answer is yes. i'm looking for a 25% move. we've been trading between 68 and 82 now since july. a breakout target is 96 which is 25% above where we are now. and it's all about mobile payment. they are in the forefront of mobile payment. you can order your starbucks via your phone very very soon. scott: unfortunately i tried to find a reason to disagree with alan but i looked at the chart. the 1, 2, and 5 year all looks pretty good. and at the same time they're talking about maybe serving alcohol. it should be lone starbucks fizz. alan: plus you can get bacon wrapped figs. a lot of changes. scott:so i think they're on the forefront and they're gonna do well. the chart looks good. alan: and i don't even like coffee. they'll have some pricing power because coffee prices have bounced up a lit
joining us from the floor of cme group-- alan knuckman and scott shellady. good to go guys at the bell. round number 1-- tea time - starbucks is in a partnership with oprah to sell tea. will she bring her oprah effect to the stock? alan: well if the oprah effect is good the answer is yes. i'm looking for a 25% move. we've been trading between 68 and 82 now since july. a breakout target is 96 which is 25% above where we are now. and it's all about mobile payment. they are in the forefront of...
211
211
Mar 14, 2014
03/14
by
KICU
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eye 211
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joining us from the floor of cme group--alan knuckman and scott shellady are you ready to take a fewoday's traders unplugged? alan: yes ma'am. angie: round number onedebt score. there's a $100 trillion global debt. is debt though protection against a stock downturn? alan: my theory on this was that you were obviously going to say that debt is bad. at record low interest rates it's not as bad as it could be. but my corollary to that is that corporations have a record amount of cash so that's anti- debt. so isn't that protection from a stock selloff. there's 2 trillion dollars overseas being held out because they don't want to bring it back here and get taxed. scott: we need to introduce you to the branch davidians after that rant. here's the dealthe debt is bad when you can't pay it back. that's simple math. we can't pay back what we borrowed. alan: today. tomorrow? scott: today. well not even after 5 years we can't pay it back. so as long as we can't pay it back it's a bad thing. you can pay your mortgage back but we can't pay this world debt back. it's ballooned to such a level that
joining us from the floor of cme group--alan knuckman and scott shellady are you ready to take a fewoday's traders unplugged? alan: yes ma'am. angie: round number onedebt score. there's a $100 trillion global debt. is debt though protection against a stock downturn? alan: my theory on this was that you were obviously going to say that debt is bad. at record low interest rates it's not as bad as it could be. but my corollary to that is that corporations have a record amount of cash so that's...
158
158
Mar 28, 2014
03/14
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KICU
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eye 158
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here to help us kick off the weekend...alan knuckman and scott shellady are joining us for traders unplugged. ready to go a few rounds guys? here's topic number 1-takeover targets- morgan stanley has a list of 44 companies it considers takeover possibility. after looking for the list-- which do you like? alan: you're really going to like this answer. i don't know. i don't have an answer. actually i think morgan stanley who compiled the list is probably the best investment. but it's a very helpful sign that markets are strong because who wants to take over a company if you could see it sell off and get it cheaper than it is now? scott: unlike alan i actually did my homework. you can tell by his answer that he didn't and that's why he's dressed in black and he's the undertaker. but because of the knuckmancare i.e, obamacare i think that ultimately some of these insurance companies will be benefactors. i like cigna and aetna alan: private market insuranceeverybody believes in it. scott: at some point in time down the road these insurance companies will benefit so i like those too. angie: topic
here to help us kick off the weekend...alan knuckman and scott shellady are joining us for traders unplugged. ready to go a few rounds guys? here's topic number 1-takeover targets- morgan stanley has a list of 44 companies it considers takeover possibility. after looking for the list-- which do you like? alan: you're really going to like this answer. i don't know. i don't have an answer. actually i think morgan stanley who compiled the list is probably the best investment. but it's a very...