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False sense of security. Youll hear it even if youre a sedate daytime today where the dow gained 69 points s p climbed to an alltime high, i should add getting bored by those, and the nasdaq advanced by 2. 2 . Heres my question what exactly are we too bullish about . Are there individual stocks, sectors, that have gone crazy . You know what, i always like to break things down. Lets take them one by one as opposed to making a sweeping judgment are we really being irrational with the banks, large sector in the market after last weeks run, tough to tell when you see major dividend and buyback boo...

Tilray, ceo irwin simon is coming up. Having a nice double digit increase this morning. Markets giving back mondays gains and then some on some concerns about china weakness and the macro, moodys drawing attention to some banks, worst day for the kre since may. The vix back we havent talked about the vix. Everything is selling off, except for health care, thats up 0. 50 thats thanks to names were seeing in names like eli lilly, potentially gamechanging studies on Heart Disease from the obesity drugs. Overall, carl, its a selloff kind of day, its broad. The focus continues to be on soft landing...

Disney also in focus this ahead, of course, that will be an after the bell Earnings Report but the companys espn unit striking that deal with ten entertainment. We will keep an eye on eli lillys record run sparked by not just its diabetes drug but also that very encouraging study in terms of the broader impact of those weight loss reduction drugs. Also an upgrade this morning jeffries. Thank you start with disney and that espn Sports Betting deal sounds like this morning that you wonder why markets not making a bigger deal of it on the disney side. Yeah, because i think one aft things theres 5...

it will examine prior m & a deals, and microsoft, and booing says itto after passing a negative order rate in 2019. joining us for the hour today, steve grass roa from stuart frankel. of course, it's so ironic, though, you come in, you have the t-mobile story, and another story that's overreaching on the make rho, where it's the same names that have driven the market higher for the last, i don't know, five or eight years or so? that could be suspect. i'm not sure, the market is still green, so let's see where we wind up the truth is if you're going to and then if you with lower the b...

David faber at the new york stock change well talk about the move and impact on tech, media and m a. Feet futures are up well get housing data in an hour and yellen speaks tonight the Justice Department sues to block the merger with time warner saying it would hurt competition and result in higher prices for consumers at t says it is breaking with decades of antitrust precedent by blocking a merger of companies that dont directly compete with each other. Well talk to the lead attorney in just a few moments. As you heard stevenson say, the suit defies logic and erat cal departure from decades o...