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July 16, 2024
Im so sorry that we cant all be together in person although i very much hope it will be sometime soon. In the meantime it is nice to connect this way. Stay tuned. We are putting together virtual content they will be rolling out over the next few months to look in your inboxes for the information coming to you. In the interim i am so pleased to welcome Douglas Murray to our events this afternoon. He is a journalist and im sure many of you if not all have read his work and of course in the spectat...
July 16, 2024
Please welcome our guest speaker. [applause] hello, guess who i am. [laughter] if i have to give you an introduction about tara, you need to just get out of the whole you have been living in for a while because her book has just celebrated the hundredth consecutive week ahead of michelle malcolm, michelle, down there thats very cool. Im assuming that a lot of people are familiar with the narrative, and thats why youre so interested and youre s still here for the last lecture on the second day. I...
July 16, 2024
There is no evidence of a crime. This isolation has been used [inaudible] mark whelan who holds british, irish, and Canadian Citizenship was arrested in moscow of december of last year and charged with espionage which carries up to 20 years in prison. He has complained about poor conditions and said his life is in danger. Nebraskas highest court has lifted one of the last major hurdles for tc Energy Policy keystone xl pipeline but challenges remain for the 8 billion project which has been on the...
June 28, 2024
Funding. And twitter Ceos Jack Dorsey purchasing more stock. Are investors buying it . As we said some big earnings from the likes of apple and facebook. We have the fed meeting two days. We have the jobs number. The french Elections Come up this weekend, jim. Everybody is looking at seasonality trying to figure out what may means for stocks. What are your thoughts . Well, for years i always felt that you do not want to be in tech because were about to go into the summer slowdown for europe. Act...
June 28, 2024
Our road map begins with ge, immelt is set to retire this summer the tech stocks are on track to tumble apple under pressure missolo downgrades apple first up, jeff immelt is resigning as the Ceo John Flannery will take over we have talked about immelt and ges trouble just trying to keep pace with the dow. Really since his tenure began. Its the worst performer in the dow since he came in apple hes down 31 some people can always argue at that moment that he came in it was a high water mark. Other...
June 27, 2024
The eu. Republican proposal to repeal couldplace obamacare cause people to lose their health care coverage. The number of people covered by obamacare could be cut right as much as 51 in some states. In asia, north korea has executed five Senior Security officials because they made false reports of enraged dictator kim jongun. They said the executions were carried out with antiaircraft guns. He has reportedly killed or purged a large number of top north korean officials. Global news this is bloom...
June 27, 2024
1 . The ten year yield is at 242. Were watching oil closely. Getting back above 50 a barrel for the first time in a while and holding above that level. This morning our road map starts today with an historic quarter. Futuring pointing to the lower futures pointing to the lower open as we said but stocks are setting records for q1. Plus, President Trump to sign new orders aimed at combating Foreign Trade abuses today. This as the white house prepares for a meeting with the president of china next...
June 27, 2024
What stocks staen to benefit from tax reform . Goldman sachs has a basket of names set to outperform. Elon musk is trolling his haters on twitter after the companys stock surge pushed its market cap above ford for the first time. The president scheduled to hold a town hall meeting with 50 Business Leaders. Among those slated the ceo of citigroup, blackstone, mast ecard and jetblue, it he will focus on improving the Business Climate discussions about infrastructure and jobs. Beth comstock from ge...
June 26, 2024
Here on the Halftime Report. We do want to begin technology where were watching an up raffling of the chips. Smh seeing its worst day in a month. Youve been talking about it for so many months. Is this going to be the down fall of tech . Well, i think that there is no doubt in my mind we talked about the idea of this thing moving very fast. We talked about going all the way back to brexit and suddenly this entire sector took off with technology and a lot of that is because the fundamental story ...
June 26, 2024
And spain and france. Strong gains across europe. And look at crude, which is set for weekly gains, up by 1. 25 on the week. Showing just about that gain today. We got surprising inventory builds yesterday. Traders seem to be taking in stride. The u. S. Treasury department issuing final rules to crack down on those tax inversions. Thats when a company is acquired by a smaller foreign business in a low tax country to avoid paying the higher u. S. Corporate tax rate. The new rules crack down on ea...