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Basically, not just anything and be a critical thinker to arrive at what i believe are well researched conclusions and approaches to things. Yeah, my mind will run a little wild and i will write down that wild theory i had and then i will also write down an opposing theory and as i do my research, whether it is for working on a forensic case because there has been a cyber incident or whether it is working on a book like this i always have a competing hypothesis and so as i do my research i start to make sure that i am researching am researching under both hypothesis which leads me to what, i believe, is a factbased decision. Host what in your professional background would lead you to be that conspiracy theorist as you say . Guest it is interesting and i talk about my irish grandmother and her influence on me and she read a lot of books and you know even a lot of people in my family know that this perspective of my always getting the straight scoop from people and i will learn to think ....
My mind or run a little while and i will write down that wild theory i had and i will also write down and opposing theory. As i do my research, whether its for working on a forensics case because theres been a cyber incident, or whether its working on a book like this, i always have a competing hypothesis and so as a do my research i start to make sure im researching under both hypothesis, which leads me to what i believe is a factbased decision. Host what in your professional background would lead you to be that conspiracy theorist . Guest its interesting, talk about my irish grandmother and her influence on me. She read a lot of books, and even a lot of people in my family, this perspective, am i always getting the strength from people . Im going to learn to think for myself and that was something my parents and my grandparents and my great grandparents all ingrained in me was you may be told certain things by your superior or by the government or by other governments, but make sure ....
Decline. Biggest drop since 2009. A real freeze that has hit the manufacturing economy. Thats right. The lowest ism reading this is a kind of this 340 versus last month survey sometimes market moves are inscrutable. Yesterday, markets were up clearly just challenged this idea that the u. S. Economy was resilient enough we are constandly talking about increasing recession fears. Suddenly this data point comes along. The consumer, in 2019, are we dependent on manufacturing to the extent we used to be no. Not even close it is a great swing factor it doesnt go down that much but it also accelerates that much. You take a look at treasury yields yesterday as soon as this number hit 0 years at 2. 089 . We were above 1. 7 on the 10year yesterday. That shows you the market is saying, okay, the fed is likely to give another cut in october not a sure thing probability right now. The october adp report will be released at 8 15 eastern. Reportedly added 120,000 private sector jobs last month johnso ....
Good thursday morning. Welcome to squawk alley. I am Carl Quintanilla with Morgan Brennan and jon fortt at post nine of the New York Stock Exchange getting close to new highs well start with facebook. Mark zuckerberg goes to the hill today. Were getting news out of the company on new ad formats as well Julia Boorstin has both those stories. Good morning to you Mark Zuckerberg is making the rounds in washington, d. C. , meeting with legislators, looking to regulate two areas, one, facebook privacy policies, two, responsibility for inappropriate, manipulative content on its platform. Zuckerberg met with democratic senator cantwell and also attended a dinner with mark warner and senator blumenthal also ....
Ten weeks. But with todays move to the upside in a sector largely exposed to china and ahead of another round of expected tariffs in just a few days, where should investors be looking for protection joining us now to discuss, Oak Mark FundPortfolio Manager bill nygren and nsz capital cofounder, bill slingerlen brad, you have some thoughts specifically around where is a good place to put money at this point. Specifically as it relates to regulation coming down the pike and semiconductors give us a sense, start with semis. Sure. So you know, we think theres no more interesting spot in the tech sector today than in the semiconductor segment, particularly for longterm focused investors. We know theres a lot of noise and a lot of volatility around the trade war and the trade talks that are going on now. We think ultimately, were entering sort of an ai cold war phase between the ....