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And fedex has been on a tear during the covid19 crisis along with other transportation stocks. Will the gains continue after we get a vaccine . On the barrons roundtable, al root, carlton english and jack howe. Good to see you guys. Jack, i want to start with you on the market. Tech stocks tried to get a rally going, but they just couldnt pull it off. Well, monday and tuesday they tried to get that Party Started again, and then wednesday, thursday, friday they just kind of spent those days gent9ly pulling gently pulling down steadily. And its mostly tech stocks, right . Theyve led the stock market rebound so far this year, but the five Biggest Tech Companies are now in unprecedented 23 of the s p 500. How are investors going to get more excited about these same companies . The Economic News was soso. Retail sales g ....
And fedex has been on a tear during the covid19 crisis along with other transportation stocks. Will the gains continue after we get a vaccine . On the barrons roundtable, al root, carlton english and jack howe. Good to see you guys. Jack, i want to start with you on the market. Tech stocks tried to get a rally going, but they just couldnt pull it off. Well, monday and tuesday they tried to get that Party Started again, and then wednesday, thursday, friday they just kind of spent those days gent9ly pulling gently pulling down steadily. And its mostly tech stocks, right . Theyve led the stock market rebound so far this year, but the five Biggest Tech Companies are now in unprecedented 23 of the s p 500. How are investors going to get more excited about these same companies . The Economic News was soso. Retail sales g ....
And fedex has been on a tear during the covid19 crisis along with other transportation stocks. Will the gains continue after we get a vaccine . On the barrons roundtable, al root, carlton english and jack howe. Good to see you guys. Jack, i want to start with you on the market. Tech stocks tried to get a rally going, but they just couldnt pull it off. Well, monday and tuesday they tried to get that Party Started again, and then wednesday, thursday, friday they just kind of spent those days gent9ly pulling gently pulling down steadily. And its mostly tech stocks, right . Theyve led the stock market rebound so far this year, but the five Biggest Tech Companies are now in unprecedented 23 of the s p 500. How are investors going to get more excited about these same companies . The Economic News was soso. Retail sales g ....
That are against sanctions against iran. And leaked documents outlining 2 trillion worth of transactions and a failure by banks to catch suspicious funds. Its is one bank named and shares fall to a 25 year low. We will come back to hsbc in a moment. A very good moment. 6 00 a. M. Where you are. I am. One 9 00 a. M. Where china and the yuan and the e. M. That whole narrative plays into markets. As you look into the fx story. China will grow and it will be the only g20 country to grow. If youre waking up in the city of london today, you are questioning whether or not we will see another lock down. Radioyor talking to lbc saying he will potentially talk about fresh restrictions today and we have the u. K. Chief medical officer saying the u. K. Is at a critical point. A balancing act for the government. What do you do with restrictions while maintaining the economy . Indy. Indeed. Setting the bank of england on a different path for a status quo mission. Bifurcatione is a and i do like that ....
Still lots of questions swirling an tech. Does the turbulent in tech continue, do you think by the way, value has been leading lately and thats a story in and of itself yeah. You know, a whole host of folks said that would happen, eventually, scott. From tom lee to Larry Mcdonald and so forth i dont think the story is over for tech you and i talked about that monday i said i think that we are unlikely to test significantly lower in tech. Yet, here apple is back down on the lows of the last several months, scott. Ive noticed a lot of those value plays that you discussed, for instance, infrastructure plays in particular. Steel, mining, things like that. Getting lot of money flow, a mean a lot thats worth noting. To your point, thats partially why perhaps people are using tech as a source of funds. I dont know how long that lasts. I certainly am not betting that it lasts very long as far as tech being a wreck and value being where yo ....