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July 16, 2024
Astrazeneca is to resume vaccine trials. Virus numbers rise but travelers defy warnings to stay home. Imports of u. S. Goods closed slowed last month. David amidst all of that and a overnighthat markets we are getting futures coming online in about 60 minutes. Been a veryt has good past two weeks for global equities. The nikkei 225 flirting with 27,000. Kiwi dollar has been standing on the platform. They are not getting a lot of action. It has been about a weak dollar. About vaccineing reflation...
July 16, 2024
Underperformance of Large Cap Technology and outperformance of value. Guy, what did you make of the action today so i know you remember everything, so you may recall yesterdays show every once in a while something sticks with you, like an onion or Something Like that, yesterday there was something said on the show that resonated with me. We were talking about the vix. He correctly said just because you have an elevated vix, its not any deby definition a negate thing for the market today illustra...
July 16, 2024
Morgan brennan and jon fortt at post nine. Market improving on headlines from larry kudlow. Facebook, amazon, alphabet trading 7 to 15 below peaks on that, we turn to mike santoli about what it says about big tech valuations. Valuations moderated, sentiment has turned i think mostly were talking about alphabet, facebook, and amazon opposed to netflix. Analysts talk about potential some of the parts type valuation. Break up value Type Analysis of the companies, not because they think theyre likel...
June 23, 2024
Half hours time. It looks like investors do not anything germanic ahead of that on a macro basis because the s p and dow slightly lower. The nasdaq slightly higher here today. Gross closer to resuming and surpassing its record high. Take a look at my bloomberg terminal. I the intraday moves going back to six months. The record high was reached back in july, july 20 to be exact. We are 1 below that level. Indo see a rally for stocks december. We could see not only the nasdaq but other averages on...