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June 30, 2024
Hey, scott. Thanks for having me. We keep moving away from this bottom why are we going to have a shock drop once again, as you put it well, its a great question so most of these indicators are absolutely useless over time the ones that actually work are the ones most correlated by extremes in human nature in other words, you get a human nature extreme and inflect so what happened this time, and we measure like a shock drop is looking at a tenweek rate of change on the vix. And when it gets over...
June 30, 2024
Join us here brian levit with Oppenheimer Funds and and evan klein top with charles schwab. Is that the tradable bottom, the collection we were waiting for i suspect it was generally in line with what has happened over the last 30 years, the times when youve seen Interest Rates move up. Typically, the move in rates is around 80 to 100 basis points. It usually happens around 80 to 100 days and the average corrections around 10 . Usually what you see in the 12 months after that are positive return...
June 30, 2024
Pulling out of correction territory adding to fridays gains following the worst week weve seen in the markets in two years. Christine lagard weighed in from the world government summit in dubai. You compare valuation, you know, from a week ago, theres been a Market Correction off anywhere of 6 to 9 which frankly given where asset prices were very high, its in our view a welcomed correction. And we have observed suddenly despite the volatility the market channels and pipes and mechanisms have wor...
June 29, 2024
What list . Thats on my the other one. The one that begins with an f. My husband did that a couple of years ago. Before i knew him and im glad about that. And that would make me thats just me but that would make me just wonder. Wouldnt you like to at least be there for that once . I read sun also rises. I got the sort of the romantic idea of whats going on but i would never in a million year dos that. I wouldnt want to be running but as a spectator it could be interesting. I would never jump in ...
June 29, 2024
Johnson johnson, well fargo and many more. Google going on a costcutting mission. How will this company known for growth cut back . Shares of google right now, shall we . Maybe no. Maybe so. They are up 16 at 5. 63 a 3 rise on that news. But we do start with the iranian deal. It may take weeks or months for the money to start flowing but the speculation has begun about who will get into the Islamic Republic first. Our coverage begins now with morgan brenner. What have you found, guys . You snuck...
June 29, 2024
Fiveday losing streak for stocks in some six months. Worries about chinas market meltdown and earnings here at home unsettling investors. Josh, is that really whats at play and what has more weight on the psyche of investors, or china . I think the china thing is really weighing on the psyche of investors but its important to keep in mind whats happening in china is really happening against the backdrop of a weakening picture for the market and the reason why thats important to people outside of...
June 29, 2024
Electrovehicles. They publish everybodys income tax returns. Should we publish that here . How much everyone makes, what their house is worth . And the corn is this high in kansas right now. Everything is very very green, by the way. You are not allowed to take another vacation. Neither are you. The markets seem to be celebrating today. Stocks up nearly 1 . Dow up more than 200 points. More focused on earnings than the volatility in the Chinese Market. Energy stocks leading the charge today with...
June 29, 2024
Service from last quarter. Also in focus any update on twitters ceo search and of course guidance on upcoming quarters when the Company Expects its product overhaul and when it expects that to help start adding user at a faster rate. Back over to you. Thanks so much Julia Boorstin. Whats our reaction to twitter . Its this whole mausms user growth quality which is really in question right now. To use your term its interpret meh. We could see the stock unchanged. Rallied 5 . Sentiment was poor. I ...
June 29, 2024
Day. Well begin with the market and whats been anything but a summer sizzle for stocks. Now comes august which is historically hard for investors. The s p has fallen 2. 5 in each of the past five years. As we look towards whats ahead in august, five months to go, does everything hinge on whether the fed hikes Interest Rates in september . I mean, if thats really the case, then i have good news for you. The market says theres no shot. If you look at the cmes fed watch and you believe that the mar...
June 29, 2024
Concerns about growth in china weighing on investors after one report that apple had been replaced by xiaomi as the smartphone maker. It points to a lingering concern is that market share in china one of the most important markets is gn to the down side, not the up side. If you want to look at apples reaction to china, theres a couple of conflicting data points you have to consider. In the Conference Call tim cook said equity markets have recently been volatile this could create speed bumps in t...