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June 25, 2024
Few hours ago. Plus bill miller at delivering alpha talking about his best investment ideas. He will join our show live for more ideas and will bring you highlights of interviews with others. Live from delivering alpha in new york city. Lets start with the price of oil reversing gains. Jackie deangeles has details. Good afternoon. 3 sell off today and closing at 44. 90. Three significant factors impacting oil prices. The first would be the monthly report taking demand forecasts down not just for...
June 25, 2024
About it in a second. Maybe you have an answer. Joe is here. Stephanie link, barbara. Did you hear what they told me . Its pronounced like duran duran. Thats my that might be a little after my time. They different than the beegees. Senior Portfolio Manager with new york bridge partners. This is a pleasure from las vegas. Kevin oleary. O shares chairman and halftime have you gotten any sleep at all . Are you coming straight in here, kevin, or are you well rested . Im well rested. I got in from ro...
June 25, 2024
All the viral affect that those plays have, but theres a huge inf infrastrushlgt play thats almost impossible to beat. This is the classic example that if someone gave you money, you would probably have to return it because its almost impossible to compete with them. To put it in perspective, you talk about 150 global fulfillment centers. Thats just building those. The land alone would take a competitor a decade. Its going to be difficult for traditional retailers to regear how theyve been distr...
June 25, 2024
Behind Hillary Clinton holding a fundraiser. Josh lipton is in loews all to. Reporter tim cook is hosting this fundraiser on his own accord. Cook will be joined by lisa jackson, she, of course, is apples vp of environment policy and social initiatives. For these two executives its really a way to passaic sure they have a friend in the white house if Hillary Clinton does win in november. If they can host a fundraiser that is a great way to ingrtiate themselves with a future party leader and to en...
June 25, 2024
Should employ in because im going to miss out. Go into disney . Not going to miss it. Apple . Not missing anything. Nothing is going on until yellen pulls the trigger on the 25 bips or not. Got to wait for that. Guys arent meeting without britain the first time. Hear what they have to say. Show me why i should employ this cash . What about you, josh . Clients tie you up. A check for x number of millions of dollars pup say, you know what . You wait. Listen, the absolute deal with this. Where its ...
June 25, 2024
Mylan filing and pushing the nasdaq lower into the close. This is the outrage over the companys price hikes intensifies. For more, lets bring in meg. Hey, melissa. Washington really ratcheted up the pressure on mylan over these epipen increases today. This coming in succession of different areas of the government. Hillary clinton putting out a tweet this afternoon saying that epipens can be the difference between life and death. No justification for these price hikes sign iing it h. That means h...
June 25, 2024
A little bit harder today. Give you a check on oil and gold and bonds too. Theres so much conversation about what the fed may do. Even here at delivering alpha have you heard from some of the largest and most respected Money Managers in the world with their commentary on the fed and the markets. Were going to talk about that. Also word today that atlanta fed president Dennis Lockhart is stepping down from his post in february. That is big news. Thats why we have senior economics reporter Steve L...
June 25, 2024
Cac in france up by quarter of a percent. Check out crude oil price. Crude oil down by 16 cents. 43. 14. Big news is whats happening in georgia and atlantis and other markets where they are having difficulty getting oil or getting gas to the pump. Its been shortages for a lot of drivers showing up and much higher prices for some of those drivers. Thats a story were watching very closely. Lets get an update on the man suspected of setting bomgs in new york and new jersey. Ahmed khan rahami is bei...
June 24, 2024
And tom keene. We are trying to understand the markets, especially the fears around the Deutsche Bank. Tom not only the fear and the crisis and the charts but exactly what is cocoa . Think an explainer is in order. Maybe by the end of morning we will be a little bit smarter s. Th these odd derivative francine crucial, we will find out more throughout show. Lets get straight to the first word news with Caroline Hyde. The first votes have been cast for the first president ial primary in the United...
June 24, 2024
On the best week for stock since thanksgiving. Right now the dow, the s p and the nasdaq are hugging the flat line as you can see but three great days of course monday, tuesday, wednesday, begging the question, is the rally sustainable or is it a move that you should now fade . John whats your view. I dont know that you fade it simon but you certainly take some profits. I have been talking about that along with other panelists as far as selling call options. Im selling covered calls into this ra...