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[gavel] good afternoon and welcome to the land use and Transportation Committee of the San Francisco board of supervisors. I am the chair of the committee, supervisor aaron peskin joined by vice chair supervisor safai and Committee Member supervisor dean preston. Our clerk is ms. Erica major. Madam clerk, do you have any announcements . Clerk yes, due to the covid19 Health Emergency and to protect Board Members, City Employees and the public t board of supervisors legislative chamber and Committee Room are closed. Supervisors will be participating in the Virtual Meeting to the same extent as i...

Ready to go. Halftime report starts right now. Welcome. Good to have you with us on this monday our Investment Committee at the table today. Lets begin, where else, the markets. All three of the major averages are higher dow would be Even Stronger if not for the boeing drag. But with several major obstacles out of the way, is a melt up now in the cards thats how i look at this, josh. You go down the list and say, all right. You have this trade. Tens tensions are eased for the moment uk elections in the rear view and the fear of maybe missing out and performance chase over two weeks. Yeah. All ...

Welcome. Our Investment Committee is at the table today. We begin with shares of target on pace now for the best year since the mid 1970s. Shares are up 89 year to date pete, naturally im coming to you first. We always joke about your relationship with brian cornell. You are friends. Yep youve pitched this stock for about as long as i can remember and youve been dead right and you deserve credit for that. Wow i appreciate that. They keep performing. But the reality is go back a year ago, stock was trading in the 60s when brian said we see strength everybody talks about recession and all the Di...

Street about the stock. Well debate. The Investment Committee is ready to go. Halftime report starts right now. Our Investment Committee at the table today, the Portfolio Manager at eaten vance. We begin where else . The market. Stocks have been ramping in the past 30 minutes, got above the closing high on the s p on a big day for the semis thanks to intel. All but hitting a new record, as well. Names like jp morgan, so many more hitting 52week highs today. We are about a point away from a new high. Is this the beginning of that longawaited ramp that weve been waiting so long for what drove th...