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July 16, 2024
I think we should start by checking where we are. Were in the midst of a big snap back day the dow is back over 20,000. Pushing a 9 gain of 1600. The s p good for nearly 8 theres the nasdaq as well up close to 7 . Have we turned a corner . I dont think so. I think technicians is what is referred to as a counter trend move its nice to have. I think people could use a break from just the persistant and constant selling were looking at stocks in the s p 500 be p t the percentage of stocks making fr...
July 16, 2024
Take a look at what happened overnight in asia. The nikkei up about a third a percentage point hang seng was flat, shanghai composite down red arrows across the board. Ftse flat at this point. Cac in france down by. 4 of a percent. The 10year right now looks like it is yielding 1. 63 those continue to wick up ground 30year 2. 1 the count down is on. Apple holding a launch event expected to launch three new iphones. Fee occurs may include upgraded processors and new camera functionality. We could...
July 16, 2024
I want to start off by sort of taking the temperature here. I want you to listen to what the former twitter ceo had to say. Frothy. Word association. Late stage private valuations are quite high. Its just too crazy right now. Its got all the sort of hall marks of that 20002001 where you are like this is getting it feels like that with just the prices youre seeing being paid for things that dont even feel like they are really working at scale yet. Those were interesting comments yesterday. Do you...
July 3, 2024
Misinformation as elon musks x faces backlash over changes to its content Safety Policies. Caroline and well return to the trial of freed as it enters its second week with a key witness taking the stand. First, lets check in on these markets because as we see the geopolitical tensions, we also factor in what that means for macroeconomic policy here in the United States. Many are dialing back the anticipation of a fed hike coming in the next month. Nasdaq currently up. Were looking at a 10year yi...
July 3, 2024
Halftime trade alert from bill baruch he does join us because he has bought crowdstrike why did you do that . Good to have you on. Tell us about this trade and why you decided now is the right time thanks for having me on we know crowdstrike had a big reaction after the Earnings Report earlier this year, and then it sold off pretty well we stayed away from traditional Cyber Security over the last year, and really missed a name like this in the bull market in 2023 not saying we have quite a bit o...
June 23, 2024
Were talking about geopolitics and it was another example of how that are so many cracks in the overall system and these are not necessarily great times. Time to introduce bloombergs editor in chief. Thank you for joining us. David you always been a note of optimism. Matt i will disappointed today. Stephanie i think we need to get to some news first. David we go to our first word, and bonnie quinn. Bonnie heavily armed police raided in apartment today searching for the suspected mastermind of th...
January 11, 2023
ZeroHedge - On a long enough timeline, the survival rate for everyone drops to zero
January 7, 2021
Recognizing the Profit Opportunities in Internet Outages Imagine if sustained, India-style internet outages were commonplace here in the U.S. By Eric Fry, Editor, Frys Investment Report Jan 7, 2021, 3:20 pm EDT January 7, 2021 On Tuesday, a massive three-hour outage on the workplace collaboration tool Slack frustrated companies and workers all over the world. Source: Shutterstock Then on Wednesday, another workplace-communications tool, the Zo...