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July 7, 2024
President here. Thank you. This evening. Public comment on all items will be heard under section e. Public comment. This includes Public Comment for agenda non agenda items, a speaker card must be turned in to staff in order to speak. Oh if you just took out one of the speakers. Oh oh. Um okay. Accessibility information Translation Services and information on how to observe the meeting are all posted online at this time before the board goes into closed session, i call for any speakers to the cl...
July 7, 2024
Clouds and rain is coming our way. Its on the way for tomorrow, mr. Clark. Thank you. It is cloudy out there. A little bit of fog, maybe dancing around 40s 50s on the temps. It will be a cloudy day here. I mean, take a look yourself. I mean, were just painted with cloud cover and our system is still a ways away. But look for cloudy skies today. Although with a south breeze it will be on the mild side. I mean maybe even mid 60s here for some 60s to 65. In san jose. All right. Sal is here picking ...
July 7, 2024
I will let everybody settle in. Welcome back to the afternoon session this saturday everyone. Hopefully you had time to get enough lunch. I know its a quick turnaround but i appreciate everybody bearing with us in getting back for the rest of the discussions. It is an honor to introduce the next panel. I think it is really critical. The discussion they will have is really a testament to the leadership that these women have exhibited. The title of the panel is leading with principal i will welcom...
July 7, 2024
Deck and while we await another fed decision, that is there on wednesday at 2 00 p. M. Lets bring in jack ablin, crescent capitals Founding Partner and cio. Lets start with earnings, why dont we which ones will you be looking at most closely . And if corporate earnings are coming down as many predicted, why is the market going up im scratching my head with that one too, tyler. Yeah so i want to look at tech earnings tech is really the only sector thats expected to be up year over year. I think C...
July 7, 2024
Market cap coming off the best day since may of 2023. Ordinarily youd have folks say, you know what, i it kills me but im going to wait for a dip and buy this thing i dont care that its up this much, im buying anyway. You bought nvidia. I did as i mentioned an annoyance not owning it. Everybody owning it fomo. Fomo when the earnings hit i tried to buy it, the stock trade down 28 which sounds like a lot. As i quickly went through the release in expectation of the Conference Call and everything is...
July 7, 2024
Clouds and rain is coming our way. Its on the way for tomorrow, mr. Clark. Thank you. It is cloudy out there. A little bit of fog, maybe dancing around 40s 50s on the temps. It will be a cloudy day here. I mean, take a look yourself. I mean, were just painted with cloud cover and our system is still a ways away. But look for cloudy skies today. Although with a south breeze it will be on the mild side. I mean maybe even mid 60s here for some 60s to 65. In san jose. All right. Sal is here picking ...
July 7, 2024
Im a senior fellow here at aei and the cultural and constitutional program. Im joined on this panel by two very distinguished writers, authors, thinkers. And im virtually blind from the late. So let me introduce our speakers Peter Berkowitz is the ted and diane taub, senior fellow at the Hoover Institution at stanford university. He has served as the director of the state departments policy staff and is executive secretary of the departments commission on unalienable. He is a 2017 winner of the ...
July 7, 2024
Clouds and rain is coming our way. Its on the way for tomorrow, mr. Clark. Thank you. It is cloudy out there. A little bit of fog, maybe dancing around 40s 50s on the temps. It will be a cloudy day here. I mean, take a look yourself. I mean, were just painted with cloud cover and our system is still a ways away. But look for cloudy skies today. Although with a south breeze it will be on the mild side. I mean maybe even mid 60s here for some 60s to 65. In san jose. All right. Sal is here picking ...
July 7, 2024
Welcome to 2024. Hi. One year from today or actually 363 days from today, a new president will be sworn in and ill actually be potentially a second biden term, potentially a second trump term, potentially a first nikki haley term. 4000 political appointees will be installed. The federal government, 8000 positions will be decided. And a president will have to pick their priorities and have to work backward from that to try to move them forward. Its an enormous undertaking and we are really deligh...
July 7, 2024
Market cap coming off the best day since may of 2023. Ordinarily youd have folks say, you know what, i it kills me but im going to wait for a dip and buy this thing i dont care that its up this much, im buying anyway. You bought nvidia. I did as i mentioned an annoyance not owning it. Everybody owning it fomo. Fomo when the earnings hit i tried to buy it, the stock trade down 28 which sounds like a lot. As i quickly went through the release in expectation of the Conference Call and everything is...