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Big Tech on Deck 08/03/23

Halftime Report

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The Risk of Short Coverage in the Market

Jim Boulden: This is not a part of the market that I play in. It requires a lot of leverage, so to your point about safety, no, it's not safe. Warren Buffett told CNBC, Becky Quig, Berkshire bought 10 billion, billion worth of US Treasuries last Monday. He has been for his entire investing career and Fitch isn't scaring him. Josh Brown: Bill Ackman or Team Buffet? I'll probably do the Ackman trade as soon as the Hong Kong D-peg happens.

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