owe bryn talkington, people are trying to get more bullish we had city yesterday upgrading u.s. stocks to overweight. today i have fundstrat's mark newton and the fund industries remains intact and higher prices into march fomc meeting. we still see a path to 50/50 into s&p 500 in the year end, that's 5,050 what about you what do you see? >> i think that you have to remember, you know, there's no bad weather. it's just bad wardrobe [ laughter ] >> i think if you look at last year, investors need to look outside and need to understand what the weather is like and when we had such low volatility last year, scott, we knew we would have higher volatility and forget russia and ukraine for a second just because of what the fed was doing and wquantitative tightening and i don't feel we are in the march-april 2020 and these analysts calling for go back into the market, you know, so like a march of 2020 in april when we had this big v shape, that's just not the market we have we have midterms we have fed tightening and then we obviously the travesty that's happening in ukraine and so whe

joining me for the hour, bryn talkington, jason snipe, josh. >> and the dow is off 257 and 232 is the yield on the 10-year note and we're still facing for a weekly loss for the dow and whether this momentum that we thought we had can actually stick around here's what i want to do i ask you all this question and is it time to be cautious? is it time to be bullish and i want you to listen to two pieces of sound and one with our very own josh brown and tom lee from conversations i had yesterday on overtime and then we can react on the other side. >> what does history tell us about year three of the bull market it's not great an average return of 5% and that's not the end of the world either, so if this is the year that we have to digest a double in the s&p for most investors who have been around, that's okay i don't think you can rule out new highs later this year if i have to bet, i think we revisit those lows from late february and quite frankly, very good chance that we take them out >> if we avoid recession which is our belief, then stocks have discounted more than a recession becaus

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

we take it to the investment committee, bryn talkington, snipe,

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

and let's find out who's joining us today in the investment committee for the hour with me bryn talkingtonsh 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 th

joining me for the hour, bryn talkington, jason snipe, josh. >> and the dow is off 257 and 232 is the

and let's find out who's joining us today 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 yo