The FMHR traders have the play on coal stocks, and John Brynjolfsson, Armored Wolf CIO, provides his perspective on additional quantitative easing, 10-year yields and whether China is headed for a hard landing.
The FMHR traders weigh in on unusual activity in Intel, and the play on Visa and MasterCard. Also, Nicole Miller Regan, Piper Jaffray analyst, explains why she has a "sell" rating on Panera's stock amid uncertainty in recent management transitions.
Discussing whether today's rally in financials signals a turning point for the banks and the broader market, with David Darst, Morgan Stanley Smith Barney, and Mike Ryan, UBS.
The financials have been leading the market the whole day on hopes the worst is over for JPMorgan. But will the rally continue? Richard Ross of Auerbach Grayson discusses.
Discussing whether the bonus system is responsible for these huge bets and often huge losses, with Donald Delves, The Delves Group, and Paul Hodgson, GMI Ratings.
Walter Piecyk, BTIG, says Sprint is doing a good job of pushing back on new phone subsidies though it's not back from the brink yet. Meanwhile the euro bounces back from an earlier plunge, with Willie Williams, Societe Generale.
Greg Zucerkman, Wall Street Journal senior writer, says JPMorgan's CIO group won't change as much as one might think. The FMHR crew weighs in. Meanwhile James Dix, Wedbush Securities, explains why investors should "hold" Google stock, highlighting rising competition from other platforms.
Credit Suisse says Caterpillar will have a less optimistic recovery and rebound in demand, with the FMHR crew. Meanwhile Stephen Roach, senior fellow at Yale University, says Q2 should mark the low-point for China.