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July 16, 2024
Used to make stuff and they had value terms of the factories and their employees and their trade deals etc but now we have a situation that chart shows 84 percent of the value intangibles or the Knowledge Based on knowledge so take a look at tesla for example they must has knowledge about how to go on joe rogan and promote his means he has knowledge about creating means he has knowledge about branding he has knowledge about interesting engineering ideas but the actual book value of the company i...
July 16, 2024
Some kind of foundation of wisdom but this is knowledge about how to use Artificial Intelligence and knowledge about how to use propaganda knowledge about how to use subliminal advertising that its evil its evil or they might as well just replace intangible with the word evil well i dont know about that but certainly it is an interesting time and we do see it you and i grew up in the 1970 so we saw what it was like to have a more tangible economy and that could be part of why so many people are ...
July 16, 2024
400000000000. 00 based on one guy got his team of engineers its not all that other stuff is this one guy so you know you dont have to manufacture something to be worth tens of billions or hundreds of millions of dollars right well how to get the valuation you get by multiplication of stock price times current number of shares outstanding and if you have knowledge on how to buy back your own stock and pump up those stock prices and executive Stock Options then you have a hierarchy where you actua...
July 16, 2024
Current number of shares outstanding and if you have knowledge on how to buy back your own stock and pump up those stock prices and executive Stock Options then you have a hierarchy where you actually didnt create anything for the economy you didnt engage in any capital expense expenditures a cap ex to expand your company in any way then whatll happen is will happen in the i. B. M. You know they went through the whole stock buyback routine then eventually it played out and the Car Companies a sh...
July 16, 2024
Biggest rally since april. Zoom and tesla lead the balance for the electric carmaker jumping over 10 . Lawmakers become lawbreakers. The e. U. Considers legal action over the u. K. s plan to breach the brexit deal. The two sides hold an emergency meeting today. Class growing confit plus growing confidence. Hold ass set to stay on bloomberg learns some officials now see a reduced need for further stimulus down the line. As i said, just under one hour away from the start of cash equity trading in ...
July 16, 2024
Good morning welcome to squawk box here melissa lee is hanging out again with us. Becky is off today for some welldeserved vacation well see her next week. As joe said yesterday, one of the first down days weve seen in a while a little better s p up about 13 and nasdaq looking to open about 45 points higher also showing you treasury yields now you can see where those are standing well flip that around to. 628 on the 10year you thinking about refinancing a mortgage anytime soon, guys . Im as low ...
July 16, 2024
It will have to wait. The word from u. S. Congress as the next tranche of stimulus may not come until august. President trump holds his first briefing and says wearing a mask is patriotic. And mixed picture for stocks but the euro holds onto gains after hitting an 18 month high as european earnings continue. Beatics company abb estimates and we will speak to the ceo shortly. And elon musks next payout. The tesla ceo qualifies for 2. 1 billion more as the market value reaches another new mileston...
July 16, 2024
Of our coastal areas going to the other hand who wants the say stalked in with that cloud Trump Campaign slogan to be painted here says that both cover and temperatures out ideas are comparable. There right now widespread 50s as we cool down turning redwood citys black lives into low to mid 50s for your matter mural on broadway has overnight temperatures and been quietly washed away the daytime highs still going to be on the below average sides mural was painted a little over 2 weeks ago, but ha...
July 16, 2024
We celebrate the opening of the United Kingdom to sport. They can do it. We cant. Theres no question about that. Apple will come out today and do the virtual dog and pony, or whatever they do in the talk about new stuff at apple. And also, we look at the markets, which are up nicely. Jon ferro, there is sort of an effervescence to this monday, even off of the odd political news over the weekend. Jonathan i would say take a look at the german debt market. The 30 year yield has just turned negativ...
July 16, 2024
Possibility china might make efforts to im pose security measures on hong kong has some worried especially in asia today. My goodness, thats despite the fact that we did actually get some we started with vaccine data driving the markets. Look at the rally on monday to start the week off of the moderna news you had those positive vaccine comments from dr. Fauci saying the data looked promising, but its being overshadowed by everything playing out in china, whether its the situation with hong kong...