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Progress and roll it back. Except for late february, trump did not meet with chinese officials and there were press conferences afterwards, and they agreed to have the chinese by a little bit more soybeans. Two days later, trump declared a truce. That never really led to anything. We have been wrong optimistically the entire time. They have had a couple of years to try to come to compromise. We are right where we started 18 months ago or so. A pause is good, but until i see a rollback of some of the tariffs that went on recently, i have to go with our leading indicators, which are still pointe...

A bit of a mixed bag. Employment growth decelerating. It is consistent with some slowing. The economy is slowing. The manufacturing slowdown is continuing. But it is happening at a very gradual pace. We are slowly pressing on the brake here. It is not a falling out of bed moment. It is not a flashing red, the economy is falling off a cliff number to me. Definitely falling off a cliff. The market is not doing anything. The market is priced in for an october rate cut. We have to pencil in a fed rate cut in october. For those looking for a decisive message, a deterministic one, they did not get i...

Is decelerating. It is consistent with some slowing. The economy is slowing. The manufacturing slowdown is continuing. But it is happening at a very gradual pace. We are slowly pressing on the break here. It is not a falling out of bed moment. It is not like a flashing red, the economy is falling off a cliff number to me. Definitely not falling off a cliff. Not enough to do anything. The market is priced in for an october rate cut. We have to pencil in a fed cut in october. For those looking for a decisive message, a deterministic one, they did not get it. Jonathan joining me around the table ...

Author events. This synagogue and Cultural Center is now 15 years old and its founders and staff deserve credit. [applause] they deserve credit for developing this. We are delighting to be hosting jody and megan. [applause] they are the first to your times reporters who revealed the Harvey Weinstein extensive sexual abuse and their books she said is the limiting riveting revealing account of how they develop their blockbuster story and its consequences in spurring the meeting movement. As they note in their preface in the wake of the weinstein expose which broke in october 2017 it wasnt if it ...

Election. I would not focus on that in our investing activity. You cant trade this stuff right now. Fundamentally, i dont think it centers a whole lot around the policy war. You almost have to ignore it and keep investing the way you would. We are focused on the fed, we are focused on the underlying fundamentals. For me, trade is the big thing. Tariffs. The trade deal with china, the negative Interest Rates affecting the markets. What the market is focusing on still, they would like to see some sort of resolution on trade. That will be important. Jonathan joining me around the table in new yor...