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Leventhal and liz young. Liz, is this all about stimulus or are were genuinely concerned about these cases were seeing in europe . And, by the way, were doing a lot of cases here every day, too. I dont think its all about stimulus but were in the middle of a really heavyweight news cycle and its not allowing us to look out any further than about 30 days at a time. Ultimately in 30 days time the market is lower than today just on monday the s p was up 5 month to date. That didnt make common sense. Were in the middle of a highly c contentious market season and were still waiting for stimulus in ...

The move in Interest Rates, the impact, if any, it could have on that tech trade. Josh, ten year, 78 basis points, 30year highest since june is this going to be a big risk for that growth trade . Im not sure. It certainly could be. But heres the way that i think we want to think about this. If you go back to february of 2018, that is when the curve peaked, right . Then we had several scarce where we thould we would have a thought we would have a yield curve above those levels but were not there and every time we gotten to that level weve had a big fade what i do think is happening now that is ...

Fictitious capital and that you know this is kind of the future that marx would see is that everything is so light removed from Industrial Production or any sort of production or labor that we get to a point a fictitious cow paul and then in that sort of space theres like no limit up really because thats just limited by our imagination right its goes back to neal feudalism in a certain Medieval Church driven notion of how many angels can you dance on the head of a pin right so this bit like Goldman Sachs or j. P. Morgan theyre like how many derivatives can we get to back to you know it can we ...

Feudalism in a certain Medieval Church driven notion of how many angels can you dance on the head of a pin writes of this bit like Goldman Sachs or j. P. Morgan theyre like how many derivatives can we get to back to you know its them can we derive from this nonexistent collateral right thats the same kind of mentality and the leads to a god complex obviously the people the church back in the Medieval Times felt that they were close to god that proved to be not so correct and also the bankers on wall street they believe theyre very close to god as blankfein said hes doing gods work and that wil...

Aigail, it felt like broadbased selloff within the s p 500 all the way down to tech stocks. Abigail it was a broad selloff. A far more concentrated as you were just mentioning with the mega cap tech stocks. There was weakness for tech. The dow had been higher. That tells you the degree, the dow closing sharply as well. The closing pressure came for tech stocks. The worst day since march. The faang index down. Tesla down 9 . The stocks and chips also down 5. 7 . And you were mentioning that this was the correction folks were looking for. Tesla up out of the march low. Plus the stocks split for ...