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July 16, 2024
The president accusing Prime Minister theresa may of making a mess of brexit. He said the u. K. Will have a new Prime Minister soon, good news. In the markets, we are seeing risk off attitude. You want to buy the dollar. Equity futures down. 4 . Semis could get particularly hard. The chip guys have three months of inventory stacked up. Yields going nowhere in the u. S. Oil a bit firmer. You have some iran conflict there, the military playing hardball with bp. Altogether, it is a by dollar story,...
June 19, 2024
We had the cognizant ceo on, hes one of the youngest ceos, 38 or 39 years old. This is one of the deals that i didnt realize cog anizant is a big as they are. They were there before but this changes the game because the systems that this company is buying puts together, we may use it, actually, its back technology between the payer and provider. So thats what the deal is. A nice little merger monday. Joe is looking at me like this is okay. Good job. Not interesting. This is what you want. You te...