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Obviously, a nice gain here as we rebound from yesterdays selloff the dow is up 265. Best day here since about the middle of june for the s p all sectors higher for july, boosted by names like twitter and micron on the past month the feds rate cut and earnings at qualcomm, though, top of mind for investors as we go into the first trading day of august. Still, our next guest says, remain overweight in tech until the next bear market jim paulison joins us along with our own mike santoli good morning, guys good to see you. Good morning, carl. Jim, youve been pretty constructive here. Obviously, y...

means we are down. equities are higher and i think it is a large reaction it friday out of the states. currently if i look at the fair value of the bloomberg for what the s&p will be like tomorrow morning it is down about a half of a percent. that is whether futures are telling us. still up .6 but this is the one it focus on. this is the dump contractor in europe and they are signaling concern that europe will run short of natural gas very soon. we could see a cutoff of russian supply next week or this week later and we have supply out of the united states. that is having an impact. ...

With more on all of that. Hey, peter. Neil, good afternoon. Heres something that we dont say every day. President biden and Mitch Mcconnell are on the same page about postponing the start of the Senate Impeachment trial until february because President Biden thinks that benefits his young administration. The more time we have to get up and running to meet these questions the better. The senate not known for doing things quickly. That have rules that are designed to make things go slowly. But the white house wants to delegate some work to the house. You said congressmen walk and chew gum at the...

The latest news from around the world. E yan. Some use sanctions on sails of i iran january are set to use mp. I cant know you came home with the Infamous Trump power meeting. In a twit, if i sets up between his son, drnpro, was when he wa facing off, but interesting he knew did not know the legal. And collusion is something that is gone all of publics in nothing do use with russia. Well send her one of other meetings. He says the meetings is done all of the politics in hallow n halloween. This is when to gent your hillary clinton. How would that be legal . The would it constitute a va ligs th...

This is bbc news with the latest headlines for viewers in the uk and around the world. Scientists warn a new variant of coronavirus appears to be more deadly. And here in the uk, new Research Shows a rise in the number of people dying from the new strain. There is some evidence that the new variant, the variant that was first identified in london and the south east, may be associated with a higher degree of mortality. Lockdown lowers the infection rate at last the r number across the uk is now between 0. 8 and 1. A Record Number of people are vaccinated in the uk in one day. More than 400,000 ...