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The red. Does tech stage a rebound in october . You have huge positions in the faangs what do you think . What matters to me is sales growth they have it we have started on the digital journey. Not just in america. Everywhere, europe, asia, south america. Its a theme we have been tau g talking about for six months be p the idea it will go away after the pandemic is resoevveverreson ever that is, is ridiculous. Remembering apple or amazon over its journey had multiple 20, 30 corrections. You just got to take a deep breathe. It will come back. Did those stocks get too ahead of themselves . No. I think apple is unique. Every name has a different issue. Theres still a little bit of Consumer Electronics associated with apple this whole idea of stay at home stocks, st stocks we are going through a fundamental change in our economy. I want to own them now after the election, next year and the year after that were only in inning thr ....
Thank you. Wall street is waiting on the deal on more stimulus from Washington Well have more on that in a second first as we head into the last month of trading before the election, october bring a number of hurdles could there be an october surprise for the markets bob has more on what to expect bob. There usually is. The good news is we have a positive start for the quarter the big story remains stimulus and the chances for getting the stimulus through the other story well hear a lot is earnings. They are better than expected. The early quarter is much better than expected. We had one of the Big Semiconductor companies came out with positive guidance thats moving all of the Semiconductor Stocks thats a big important sector. Elsewhere Different Companie ....
David i dont consider myself a journalist. And nobody else would consider myself a journalist. I began to take on the life of being an interviewer even though i have a day job of running a private equity firm. How do you define leadership . What is it that makes somebody tick . After you left as secretary of treasury, hank, you did something that was unusual for many secretaries of treasury. Many of them go back into the finance world or go into the finance world if they have not been there before. You chose not to do that. Hank i really enjoyed my business career. I had 32 years there. I had an opportunity to serve my country. What i really wanted to do was take my experiences and apply them to addressing two of what i believe are the most pressing issues of our time. U. S. China relations and Climate Change. David many people say that when you are in the financial world you get on a merrygoround and cannot stop making money, but ....
Case of virus elements as well, but not nearly as worrisome as we thought before. There are promising treatments on the way. We will talk about half a dozen cleared for takeoff, in face two, phase three trials. Not all of them but, prompted the president is optimistic that vaccine or some type of treatment would be ready by years end. The surge we saw in china, shanghai index notching a 6 gain. Highest momentum it has not seen in a better part of a month. Youre seeing similar robust gains across europe, european continent, optimistic even in more problematic places things are picking up. You have the good Economic News and good take over news. One in the food delivery arena. One with whisperings to come, initial Public Offerings and followup offers could become all the rage. This is interesting subset market too heady for folks right now . Share later in the broadcast by she ....