BLOOMBERG Bloomberg July 2, 2024
Tom and john are both on a cruise together. I am joined by manus cranny and damien suss our. Manus you will get a lot of guys side notes. Where do you want to go for defense . Lets go long with amazon. I think the street has 65 vibrating and one hold rating. Lisa i was looking at some of the flows and there was the biggest inflow into tech stocks for the past week in the past eight weeks. It feels like i the dip underpinning everything. Maybe this excuse to sell everything yes its geopolitical. Manus when we came in here on monday morning we ratcheted by 15 basis points. Look at the shorts on ...