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The industrials. Those big fat ugly ducklings that have gone unloved are while they pause today given the market wide pullback, dows nasdaq dropping 1. 47 . Its worth asking if this might be the pause that refreshes the old smokestack. Let me set the scene. Conventional wisdom has been if oil goes higher, its a good day for the market and if oil goes lower, sell, sell, sell. Its a bad one. So, it went down two bucks. Got hammered. We saw the urgency of that formula writ large today because we learned jpmorgan has 44 billion in oil and gas exposure. Thats 44 billion in oil and gas exposure. Kin...

Of oil, only 15 million in loan loss reserves. Even though 19 billion is loan portfolios. Say firms with junk bond status. Boo. And 39 of it was made to Exploration Production companies. The wos f the worst when it comes to who is paying anybody back. Jpmorgan said the Energy Company could cost them. Hey. 20 billion. But to me, having lived tlau low loss sickle i can only say give me a break. Im not buying it. Oil retreats hard here, they could double that number and i wouldnt believe it. Sorry. I didnt like anything about this discussion. Yeah, reported a little more than a month ago. Why did...

Its a bad one. So, it went down two bucks. Got hammered. We saw the urgency of that formula writ large today because we learned jpmorgan has 44 billion in oil and gas exposure. Thats 44 billion in oil and gas exposure. Kind of like making it the exxon of banking with hopefully exxons discipline. Oddly given the plumeting price of oil, only 15 million in loan loss reserves. Even though 19 billion is loan portfolios. Say firms with junk bond status. Boo. And 39 of it was made to Exploration Production companies. The wos f the worst when it comes to who is paying anybody back. Jpmorgan said the E...

Countries like honduras or others that have two times the murder rate of mexico but mexico does have a high murder rate. I think its about four time, over four times the american rate. Five times four times the american rate. I wonder if some of you could the differences in some cities compared to other cities and whether you think it is right now particularly dangerous in these cities with the higher the differences in rates themselves. Sir, i think the embassy in mexico city and the different types of agencies that are represented there mr. Starr and the different mr. Starr and the different...

And Harvard University spokes people tell us the threats have striking similarities to another bomb threat made on campus in december of 2013 in the midst of fall semester finals. The same four buildings were mentioned in that threat. It was later determined to be unfounded and the student who admitted to sending it was later charged. Still, with the events in paris, both police and students admit, theyre a bit more on guard. They do make me concern about safety. Its an unfortunate coincidence this, has happened so quickly after both threats. Police believe capitalizing on that fear might have...