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June 19, 2024
This monday morning. Good to be here. Do you call it a love triangle between unity, iron source and applovin. Theyre mediator and unity saying no. The first thing to think about is the fact that apple has released new privacy changes thats the backdrop against which all of this consolidation talk is happening. Theres a new thing called app tracking transparency. Theyre trying to enable certain things to happen within apple in terms of tracking and other things not so a lot of these companies are...
June 19, 2024
Verizon is holding up the best along with merck and walgreens but all still lower. S p 500 down 3. 6 . We are looking at our worst day in a while the nasdaq down 4. 5 , worst day since june for the nasdaq. Tech is the hardest hit right now. As weve been seeing in this bear market when Interest Rates spike, the 2year yield is at the highest level since 2007 and those Interest Rate sensitive tech stocks are getting slammed. Ill give you a live look at the worst performing s p 500 sectors right now...
June 19, 2024
Just rarely so, 98 points to the downside, make it into triple digit territory as things begin to settle. Liz Software Names getting a beat. All of these names posting gains pretty decent gains, not a bad day. David lets take a look at oil. We went over into the february date of delivery for crude oil from the january date to the february date at the end of the trading, that helped to boost shares a little bit on oil, but other factors including some inventory questions. Were getting low invento...
June 17, 2024
Up a visual representation from the aftermath of the mission, as particularly it goes through just to remind ourselves of the experiences that happened with the columbia accident, and, you know, i just think that putting images on some of the words that we will talk about later today. This is about a halfhour video. [inaudible] this is the commentary part. All of our astronauts are not suited. The astronauts are coming out and they are making their way to the Space Shuttle. [inaudible] we are in...
June 17, 2024
So glad about the reason. The lights what little clothing miss macgregors called the carousel within the first star. Everything is wrong to want you to ignore the reality that the whole thing might blow up in the face of a system that spun out of control. There were a lot of members of the current Investment Bank Lehman Brothers start september thirteenth on g. W. Little. Good bye come out of spunk hello wild card as a germanys second biggest lender was unceremoniously kicked out of the blue chi...
June 17, 2024
He was used and extorted. This is guy who pled guilty to his role in a criminal scheme, pled guilty to help prosecutors against the other people who had been charged as defendants in that scheme. Their response was to come after him including by mailing dead rats to him and his family. Which is not a subtle thing. Hard to miss that message. Even years later when he was appealing to the court to lessen his own sentence in that case he said years later that he was still afraid to make public some ...
October 17, 2022
Australian shares are poised to open higher on Wall Street rally. Tyro confirms Westpac takeover approach. Brambles reaffirms guidance. NZ CPI beats consensus, rises 7.2pc. Treasury on track. RBA meeting minutes at 11.30am AEDT. Follow for updates.
January 12, 2021
2020 was a great year for software stocks. Software stocks as a group outperformed the S&P 500 by 36 percentage points, the sector's strongest performance in two decades -- but there's a downside to that.Jefferies analyst Brent Thill points out that valuations in the sector now look "stretched" and there's not a whole lot of potential left for "multiple expansion" among software stocks.  While there's still room for certain software names to rise...
August 7, 2019
>> neil: so what do you tell your investors? the people that seek out your guidance? >> for one, seek names that dont have that much exposure to china. that means the fang names and the software names. theyre overvalued. when they get thrown out with the semis and the overexposed names, thats when you have to get them on a discount. thats what you saw today in the early going when the market was so negative. >> neil: so technology came off of its lows, but still getting clobbered around. for the...