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July 16, 2024
Were happy about. Congratulations for that lets go to the wall and check out where we stand as we set the table for our friday conversation 29,367 for the dow thats 1 . 2 8. S p is just shy of that and the nasdaq is having a pretty good day as are the small caps. Liz young, lets set the investing landscape if we could for our debate youve got virus cases soaring but very promising vaccine news on a number of different front you got the president not conceding but you got biden winning arizona, w...
July 16, 2024
Transition naming a longtime democratic confidant as chief of staff. And the wait is officer as tas over as the masters tees off. This is worldwide exchange. Im all right be in worry about me, you got to give me a fight good morning, everybody, from wherever in the world did you may be watchings did you get the golf caddy shack reference there . I know it is early lets tee it right up and get to a check on the markets and your money. Futures are mixed, but they are turning around at this hour, y...
July 16, 2024
Kolanovic, just named number one in two categories, equity linked strategy and added to institutional researchers hall of fame. Its a big billing marko, welcome thank you, scott. Lets talk about where we are now and where we were when you made a big and important call back on march 24th, you said the following many taking into account the unprecedented monetary and fiscal measures being implemented as well unprecedented ambassador et sse over thepath month, our equity target is achievable in 202...
July 16, 2024
Already attracted criticism. And Opposition Leader Anwar Ibrahim pushes his case for becoming the new Prime Minister of malaysia. And im santa hummus and i have all the sport. Major League Baseball welcomes back fans as the Atlanta Braves win the opening match of the National League championship series. The government says cyprus is suspending a controversial citizenship for Investment Program after an undercover investigation by aljazeera the countrys attorney general has also announced an inve...
July 16, 2024
Services committee and how the markets may react. Then we will talk a bit about this try yant stake in our Parent Company comcast, what is the behind the thinking at triant and what if anything may owe dur as a result. Teslas battery day, where that stock is trying to recover this morning after yet another tweet from elon musk which is part of the discussion today, jim. Whether or not hes setting expectations in a different way saying that some of this high volume production is a phenomenon stil...
July 16, 2024
Sell off until they realize they cant keep paying for things like snow flake because when they have to sell Something Else i think is why we have another bad day. Dow dropped 245, s p fell and nasdaq lost 1. 70 . It bounced from the lowest percent. Once again, were reminded the stock market is first and foremost a market. And markets are government earned by supply and demand. Right now the supply of new stock is overwhelming demand so the whole market just gets hammered until you trade for a li...
July 16, 2024
Government the talks right now on ice and well hear what leadership from both sides of the aisle is saying without that stimulus money, major cities in the United States are kind of stuck between a rock and a hard place and a new report lays out how bad things could get power lunch starts right now it does welcome the power lunch. Tech continues power ahead with the nasdaq leading the way near its record high which it hit on august 7th one tech stock not joining the party. That would be cisco ha...
July 16, 2024
High temperatures in the low 80s for the family this year but her visa was missing. There today with that high with the familys visa set to humidity and then some 70s over expire, they made the difficult decision to leave her with the next few days. Neighbors in egypt. So well talk more about this, but a lovely reunion at sfo. The excessive heat warnings, the spare the air alert and also glad to see that. Where it is raining this well it is time to get aur morning. There is a lot going on. Lost ...
July 16, 2024
Dow topping 28,000 today for First Time Since february. Its the value trade thats working. Is the rotation for real i think as long as you have confirmation in the bond market, you can believe in it but when that link breaks, the stocks the value stocks probably crash again. We witnessed an episode like this that happened from the middle of may through the middle of june. It was almost a full four weeks. It was violent to the upside value stocks, cyclicals, the quote reopen names Small Cap Value...
July 16, 2024
Statistics that unemployment has fallen in 43 states in may as americans are going back to work. Also, i would like to reemphasize the numbers that director of the n. E. C. Larry kudlow shared with you yesterday that the c. B. O. Predicted that in the Third Quarter we will get plus 20 g. D. P. We will be plus 20 g. D. P. And hes nomist ted hyman predicting plus five g. D. P. And this will put it above the precoronavirus numbers should those predictions pan out. We are back and we will be booming...