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Pleasure of introducing to you i said to him, Cardinal Turkson, what can i call you . He said how will that peter. I will not use peter, i would use Cardinal Turkson. He is at the forefront of the ideas we have been discussing this morning in the few minutes we have gotten started as we have laid out the imperative of this conference. He has some familiarity with the united states. He went to school there. He went back to ghana, became an archbishop and then a cardinal, first nominated by Pope John Paul ii. Pope benedict brought them here to the vatican and pope francis has given him this new ...

Discussion of Artificial Intelligence with john kelly, head of research at i. B. M. And conversation that first aired on 60 minutes. Charlie, most people think of watson as the game machine on jeopardy that most infamous match 40 years ago. But watson is more than that. Watson is the beginning of a whole era of computing. When you think of computer which has almost a century of technology, started with mechanical switches that counted things, and then we moved to programmable systems that we told the system what to do and it improved our productivity. Watson is the first of the next generation...

Well show you how. The action begins right now. Lets get right to it. The s p just had its best week in three months. Flirting with alltime highs once again. If you missed the rally, whar the names and sectors you can play for a catchup. Dan is taking a look at the offense defense kind of trade. I think Health Care Stocks are quite interesting. You just had an interesting conversation about biotech stocks there. Theres issues there, obviously, with valuation. Theres really poor relative strength there. But i think if you go upstream a little bit, the big pharma stocks, theres good performance ...

The action begins right now. Lets get right to it. If you thought it was bad for retail this week, the real test comes next week. Thats because big box names like home depot, lowes, target will report. Dan, whats your take . Listen, this is the main event. We saw all these Department Stores, apparel guys, and for the most part the small market caps relative to next week. To me, i actually think you have the potential to see outliers here. A lot of the space has actually sold off in sympathy. Weve been talking about it on the show, the srt, s p. I think it got as low as 41 today. Thats a big mo...

Lets get to it. The story of the week was a collapse in global rates. The u. S. Tenure deal hit multi year lows creating a hunt for yields an dangerously crowded trades. Dan, what are you looking at . We know what the trades have been over the course of the year. Really into the course of the last year it was utilities u. S. Telco and Consumer Staples. One is the defensive nature of some of the businesses. A lot of revenues for the most part here. Not as much on Consumer Staples. There was a dividend yield. To me they have become crowded trades and the most important point is that the stocks h...