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June 26, 2024
Finally we have trevor potter, former chairman of the federal Election Commission, appointed in 1991 by president george hw bush. He hw bush. He served as general counsel to senator john mccain in 2,002,008 president ial campaign. He is our go to election lawyer. He was was very involved in the reports that we had back into the 90s. Also he is known to many of us as the lawyer for Stephen Colberts americas for a better tomorrow, tomorrow. [laughter] our moderator is david spangler, National Secu...
June 26, 2024
Portfolio because the most popular and widely owned stocks in america are getting pummeled. Were talking about amazon, facebook, google, apple, all losing ground again today after a red week. Last week those stocks have shed a combined 132 billion in market cap since the election. So at what point do these names become a buy or are they simply a notouch right now. Guy . Steve talked about this the last week, week and a half, about the great rotation and youre obviously seeing it now. When amazon...
June 26, 2024
Good afternoon, everyone and welcome to the tuesday, november 15, 2016, meeting of the San Francisco board of supervisors mr. Clerk call the roll. Thank you madam president supervisor avalos supervisor president london breed supervisor campos supervisor cowen supervisor farrell supervisor kim supervisor mar not present supervisor peskin supervisor tang supervisor wiener supervisor wiener not present supervisor yee, supervisor yee not present madam president we have quorum. Thank you ladies and g...
June 26, 2024
Sponsored that development over and over again and saying we committing to high levels of Affordable Housing im not just depending on a positive optimistic outcome into the future but guarantee with the marketrate. I dont the redevelopment agreement didnt have triggers we stop or pause with the open agreements in the way the agreement was structured tmc hats the infrastructure to move forward in the city to have the obligation to delivery the Affordable Housing subject to 9 financial structure t...
June 26, 2024
Filled with companies that really have a hard time adjusting to regulation and that a lot of regulation is put through by Big Companies, and these are the companies that suffer. When you are in the Waste Management business, Waste Management is able to go to every single state and put through rules that make it so if you are less capitalized, you cant compete. Thats a very good example of what i see happening in the russell 2,000. These have been secular losers ever since the era of overregulati...
June 26, 2024
Thinking to buy assets below the deposit rate if thinking to buy assets below the deposit rate if needed, by bonds maturing in the one to 30 year range versus two, and the rates kept unchanged previously and downside information average at 1. 7 in 2019. So much to digest the markets like it, particularly the equity markets, rising for the fourth consecutive day, and led by [indiscernible] this highlights todays market in life that the initial reaction was the ecb tapering everyone, but the ecb d...
June 25, 2024
Will join us on macys earnings. Jon futures negative, down by 48 points. Europe come after two days of gains, weve rolled over a little bit with the dax off by. 8 . You at italian banks specifically. Bottom sachs calls the after a day of losses. Euro. Nger in the face of a lot of slide in the treasury market, 10 year is in focus today. Yields still lower, down by a basis point. That call on the yield. Does not look so outlandish today. We will talk a lot about the dollar today. Geetha ranganatha...
June 25, 2024
Tom keene is in new york. We have this possible merger, then we have the brexit news, and the market. Tom we will focus on commodities in the pacific. Francine, i totally agree this one month mark off to brexit is front and center. Francine it is. A lot of people have decided, saying, why we are even voting for this . It means a whole conservative the government. Now lets get straight to the first word with shery ahn. A summary and has joined the hunt for the missing plane in the mediterranean, ...
June 25, 2024
Day. This is about Central Banks. We are learning about china and were talking about the pound. Tom it is an interesting economic day. Great series of smart guests to give us depth. I would notice are the headlines just out of microsoft. You have the hewlettpackard headlines yesterday of the split up of the split up if you will on hp q and now you have microsoft out with a 1 severance or layoff or job cuts. I like job cuts on the bloomberg banner. 1850 out the door. Shows the door of the real ec...
June 25, 2024
This is the first declined so far this week. Six of 10 major indices were lower, financials and cyclical groups were the worst. We started lower and did not close in the green, but finishing well off the lows to continue this trend of a bid supporting the markets. Alix materials and banks were the two were sectors. Take a look at what happened to them today. It was a brutal morning, near a 10 month high, kicked down, and claude back to neutral. Back to neutral. You had that great treasury rally ...