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Well, tech is holding up well given it has high multiples coming into this part of the reason tech is the answer to some of the issues particularly working from home, things like krits tricks, zoom, microsoft, amazon, have outperformed it appears this is going to be somewhat of a permanent change theres a spike but even coming out they could benefit we would like to see more breadth within tech. Its been big and focused. Last week was interesting. As we started to get a rally in tech we got a sense for whats going to perform on the other side, services,semis, smaller cap names. We dont think w...

Coronavirus induced volatility plus quarterback buoyed by a string of super tuesday victories for the former Vice President. Is the contender for the democratic valuation former investor jeff ubben, never seen anything like this and says why it makes Value Investing impossible the fed announced a 0. 5 rate cut. Stocks looking to recoup most of yesterdays losses which includes a drop in the dow of 785 points jim, once that tenyear broke 1 , wow. Could you not take your eyes off of this price action look, i think that i was struck by the rate cuts. I didnt like jay powell you cant say listen, th...

Quote, took proportion gnat measures in selfdefense under article 51 of the un charter targeting base from which cowardly armed attack. President trump tweeted, all is well, missiles launches from two military bases a sassessment of casualties and damages taking place now. So far, all is well. I will be making a statement tomorrow morning, meaning this morning. We are awaiting word when to expect that statement from the president. Stock futures initially sank with the dow pointing to more than 400point loss today. Futures have paired those losses now dow futures down a few points even with tho...

Of u. S. Inventory. Its wednesday, november 6 Worldwide Exchange begins right now. Welcome from wherever in the world you may be watching. Im Brian Sullivan futures are not giving us a lot of help there. Flat to slightly down. They were up 10 a couple of minutes ago. We have a long way to go this morning. It has been quite a run for the dow lately nine stocks in the dow are up 10 or more in the past month and now 14 of the dow 30 are up 30 on the year. 3 m, walgreens and pfizer are the only ones down the neeld in the 10 year is 1. 84 Pay Attention to this. Japan, the nikkei slowly grinding hig...

Decoupling markets in asia and europe were slightly weaker but here in the u. S. Were in the green. Treasury yields at this hour as well, we have seen some better than expected german labor data cause some firming in the global bond markets right now the 30 year is just sitting at a 2. 15 yield the tenyear, 169 and the twoyear at 164. That story that really dragged our markets on friday. We finished off the lows on friday any way only down half of 1 on the s p 500 by the close, but clearly if that story is turning around, its unsurprising to see futures up a little bit this morning. Broader ma...