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Mike, this morning im zeroing in on enterprise, looking at zoro down 30 right now. What is interesting to me about these names is they both got a big bounce after sales force and workdays earnings reports but theyre giving that back today and then some. Investors seem to maybe be realizing that these names are tied more to overall Enterprise Spending it has not been great versus that sass exception that we saw. Im wondering what you think of what is happening in that space. First the rhinoceros horns at the end tell you something the hottest money, the ones that went the way up, the last spurp...

We face today is blundering into nuclear war by mistake thats the threat we should focus on thats the right threat and by focusing on the wrong threat yesterdays threat of a russian intentional attack rationally making the threat of a blunder even worse. Hypothetically mr secretary give me an example of what would be a blundering threat i think the most obvious example is a false alarm that we have had now during the cold war 3 different false alarms. More of them i personally experienced by getting a phone call remember might it 3 oclock in the morning or i caught a call from a watch office a...

True why well i think what happened is that a lot of policies that we had for the cold war for the arms race we had with the soviet union those policies never changed when the cold war ended and so as bill said people have moved on cerns have moved on to other issues but the old policies are still there and we never change them theyre still dangerous and in some ways theyre more dangerous than ever because people are focused on other issues and they simply dont see the dangers that we face and sent in to parry why isnt it discussed. Thats that course is too deep for me dance a psychological qu...

A Nuclear Catastrophe is actually greater now was during the cold war and were entered into a new arms race is dangerousness cost is the one in the cold war tom if thats true why well i think what happened is that a lot of policies that we had for the cold war for the arms race we had with the soviet union those policies never changed it when the cold war ended and so as bill said people have moved on their cerns have moved on to other issues but the old policies are still there and we never change them theyre still dangerous and in some ways theyre more dangerous than ever because people are ...

We have had the s p 500 higher for the third week in a row. We have the nasdaq down. The first down week in three weeks and a lot of that has to do with netflix having its worst week since 2019. They put up a disappointing quarter, messy Second Quarter but weighing on the stock is the subscriber view for the third quarter. An important peas of information comes out of that netflix result and what is happening with that stock, down 11 , the fact the stocks have been up so much out of the march low, the stayathome stops, it tells us investors have priced them to perfection. If results are messy ...