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June 25, 2024
And lets get right to it because only one thing will matter next week, the fed. Will they ruin the rally and what trades look good ahead of the event. Lets find out. Mike, what do you say . I hear everybody saying theyre not going to raise and theyre never going to raise, not in september, not in december. A 25basis point raise is really not that meaningful. We were talking about it before the show. I dont even imagine that its going to change the long end of the curve all that much honestly. I ...
June 24, 2024
Industry Study Suggests that trading in u. S. Asset backed securities will become uneconomical if the rule is not tailored to fit the u. S. Market place. If it is uneconomical to act as a marketmaker for commercial mortgagebacked securities or residential mortgagebacked securities, auto loans, credit cards, collateralized loan obligations, then banks will pull out of the abs market which represents a 1. 6 billion source of Consumer Lending or 30 of all lending to u. S. Consumers. So my question ...
June 24, 2024
Every morning when i wake up to do my work i think about exactly that. I want to talk about what Refugee Programs fit in the context of those threats. We heard Refugee Programs described as purely humanitarian and optional i am here among other things to suggest to you that the Refugee Program is a vital part of our Foreign Policy and National Security. Lets talk about the specific syriac case. The 4 million refugees now dispersed throughout the middle east and youre on the hole a victim of indi...
June 24, 2024
The dax strip back the stoxx 600, the miners, the energy stocks. Here is a novelty dollaryen not lower, it is higher, up. 4 of 1 . Thest gain for some first game for that currency pair in some six days. This is why you are seeing the reaction on the screen. Treasury, yields are a little bit higher on todays session, upee paces points three basis points. Here is vonnie quinn with the first word. The democratic nomination is growing bernieingly testing with sanders saying this week that Hillary Cl...
June 24, 2024
New model three ahead of tonights unveiling. The line is longer for the tesla 3 than it is for the apple se today. Well tell you how to play the tesla announcement without buying tesla stock. Thats coming up a little bit. I did see pictures of people with tents popped waiting to sign up for teslas. Lets start with the digital disruption facing our nations banks, hours ago the u. S. Controller of the currency sounded the alarm on the risks Financial Technologies pose to banks saying what were try...
June 24, 2024
Two other things in his illustrious career. He is the National Security columnist for slate and author of four books, most recently the insurgents, which i think he will tell us has at least more crossover with this new book than some people might necessarily imagine. Fred is a pulitzer prizewinning journalist back from his days in the the boston globe, and im very pleased to be able to host him here today. Just a word on format, shortly im going to ask fred to give a few minutes describing the ...
June 24, 2024
Did it start with the discovery of that 12story White Building on the outskirts of shanghai. No, in fact, it goes back all the way to the dawn of the internet itself. And in 1967 when the arpa net was about to go up, that was the precursor to the internet, that was, you know, a network where all the contractors at the Defense Department would be able to, you know, talk with one another in their computer programs. There was a man named willis ware. He was a computer pioneer. He was the head of th...
June 23, 2024
Unchanged. Cap x a disappointment. Our road map begins with nike. The company showing strong numbers out of china. One retailer not having a good day, Bed Bath Beyond sending out warning signs. The stock taking a hit after it cut its Third Quarter profit forecast. And beatles fans doing twisting and shouting today. The band is coming to a streaming service near you. Well get the impact on the music streaming business. First nike shares rising in the premarket. Revenue just shy of expectations. F...
June 23, 2024
For the people who followed him. But four years on he dusted off the madison draft and asked hamilton to take a look and make suggestions which i think instantly, and im sure no one here will take any offense, gives George Washington the greatest speech writing team ever. That is until the Trump Administration which i gather will have a bigger, classier, speech writing team. So president s from the beginning have sought help occasionally. But it wasnt until the rise of Mass Communication that th...
June 23, 2024
If you would like to dig a little deeper into one of our panelists stories, ms. Ryan has a book which like to say a few words about the book give a little synopsis . You will be able to buy a copy for 70 later on for 17 bucks later on. The presidency in blackandwhite. Three president s and race in america. Bill clinton, barack obama, powell the list goes on. Talking about issues of race in this country and what they thought for. You dont hear a lot of people going on the record about certain iss...