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BLOOMBERG Whatd You Miss July 12, 2024

Options. The 30 year seemed to not go as well as planned. Your getting a huge lift up in yields. The last week, we are up 15 basis points. You are starting to see a repricing underway. Romaine we did have another ipo today. We had qe holdings which is a Chinese Company that did debut, up 87 on the day. There is risk appetite, people are picking and choosing bets as anthony was alluding to. Lets bring him back into the conversation. Global strategist at a mayor price. Se. N you look ameripri when...
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CNBC Squawk On The Street July 12, 2024

You were just talking about times when its okay to sell if youve had gains on some of these big cap tech names. Yeah, im not advocating that this is a get out now moment, i just think that we have had such a good run, there was something that came out on the screen this morning that we are having the best quarter since the Fourth Quarter of 1999 and i just cant be, oh, well, so what, when was that that was a seminole top. Theres been some fantastic runs and i think that sometimes we forget why w...
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