Page 71 - Long Side News Today

In medicine, biology, and many other areas. We were at the new York Economic Club for a wideranging conversation. Let me begin with a couple of questions. , theyou went to google said to you, we need an adult in the room. [laughter] because it was a good day for you. Eric it was a good day for me. It is an honor to be here. Thank you for inviting me. They had decided that they anded someone to run things have spent 16 months interviewing people and made them do things. Ceo, you had to go skiing ...

The leave process sooner rather than later. Spanish voters head to the polls for this exam in sixmonth and middle eastern stocks extend losses from fridays selloffs. What istle bit about happening with the market, this is where we stand. The big new friday. The pound getting absolutely battered. 13679. Does that carry in to the morning . We will see. There is a big spread at the moment is to wear sterling could go. The 600 was down 7 . Gettingho tells you into a currency like the dollar gets int...

For all of the dows implied decline, macys is no good either. Well get to all of that. Europe in the red this morning. Asia quiet overnight. And watch oil up four of five sessions following the best day in about two weeks. Our roadmap begins with four names down big this morning. Shares of macys falling hard after the companys Earnings Report this morning slashing guidance. Terry lundgren saying on the call we are not counting on the consumer to spend more ncht office depot and staples calling o...

Said this in the past, i think for the fed to gradually and cautiously increase our overnight Interest Rate over time. And probably in the coming months such a move would be appropriate. That, of course, is fed chair janet yellen speaking today. Sounds like a rate hike is coming. If thats the case, what do you do with your portfolio now . Its almost a little disappointing, that the fed just decided this is the time. And data dependencywise, ive fallen on the more constructive side of it. But im ...

Suppliers are preparing for big orders of the iphone 7. Plus, tim cook is finishing up that big trip to india. Well have details. Catchy tune. Meanwhile, bowing inking an 11 billion deal. With the arms embargo lifted well tell you what other defense stocks could be affected by this as the president continues his affect through vietnam. A big win for bank of america and the Justice Department. Theyll no longer have to pay 1. 3 million for a countrywide mortgage stamp. Lets start with the gains fo...

Straight day, we saw a biggerly sale off that was followed by a big recovery as investors grapple. Were asking a simple question on the show tonight. How can you fed proof your portfolio if they raise or dont raise . Guy . That is the question. You have to answer the question, do you think they are raising for the right reasons or raising because they boxed themself sboosinto a corner. I think the latter. I dont think because the economy is getting better. A lot of the data was in a word lousy. ...

We have a guest with us today. And now, yields are falling, and it is following a fed meeting that did little to bring investors clarity and leaving them dazed and confused. Pete, is that what this is about in the wake of what the fed said. Yes, and the fed has not given anybody anything they are looking for, the confidence and the uncertain factor, and ms. Yellen brought it up, and of course, next week, the brexit, and what is happening in the market . Explosive move in the volatility index up ...

Lets get right to it. The story of the week was the collapse in global rates. The tenyear yield hitting multiyear lows. That has created a hunch for yields and dangerously crowded trades. Dan, what are you looking at . We know what the trades have been over the course of this whole year. And really, in the back half of last year. To me, it was obviously utilities, consumer staples. Theres two components of that sort of thing. One is the defensive nature of some of the businesses. A lot of revenu...

Solarcity is a shameful example of the corporate gofr nance at its worst. This is a company headed towards financial distress and burning hundreds of millions of stress every quarter, and now a burden that the tesla shareholders will have to e bear. If you dont believe me, can consider this, the combined market drop in the value of both companies is more than the equity value of the deal itself which means that tesla shareholders believe that the t solarcity shares were worthless. Finally, it is...

The 10 year treasury yield hit a record low. Its rallied a bit. Its given the dividend trade a big boost. Well break down how to avoid dividend traps and the wall street journal ken brown says why stocks could be riskier than they appear. Gold has been one of the hottest trades this year, as you no doubt know. The gold rally is just beginning. We found one of the few gold bears to lay out his case against the pressucious metals. We were scrambling i dont know who we found. Well find out coming u...