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A quarterly beat despite increasing costs Berkshire Hathaway including d. R. Horton and lennar weve gotten another warning from fitch, this time the Rating Agency telling cnbc it may be set to downgrade dozens of banks that could include jpmorgan chase. Lets begin with the markets. A lot of credit card data said retail was going to come in strong here. Look, the fed has tightened we know that i dont want a big jackson hole boom, but the economy the consumer is strong the enterprise is strong the weakness is, what, in trucking, in some really bad retailers . David, at times you have to play a g...

Thank you president. We can go to item 4 for election of the president and vice frezdant of the board of commissioners of the Housing Authority of the city and county of San Francisco. This is according to the bylaws the annual meeting, the 4th thursday every february and according to the bylaws, the president and Vice President shall be elected at the annual meeting and hold officeserve until remove or successor elected and qualified. At this time, i like for a motion to nomination of president. A motion for Joaquin Torres to remain president. Second. Sounds good. Mr. Joaquin torres do you ac...

Kingdom. And ahead, the future for the Company Formerly known as twitter. We will sit down with x corp ceo coming up in the next hour these are numbers that you want to see if youre bull earlier this week there were a number of articles about how we overbuilt apartments and theyre about to come on if thats the last sicking point, the fed cant dough claire victory i think they should do one more just because you want to be sure that the vampire doesnt rise up but this is going jays way. Its not a soft landing or hard landing, its a glide. And the dichotomy, i think that theyre fanciful and spea...

Peoples. Thank you president. We can go to item 4 for election of the president and vice frezdant of the board of commissioners of the Housing Authority of the city and county of San Francisco. This is according to the bylaws the annual meeting, the 4th thursday every february and according to the bylaws, the president and Vice President shall be elected at the annual meeting and hold officeserve until remove or successor elected and qualified. At this time, i like for a motion to nomination of president. A motion for Joaquin Torres to remain president. Second. Sounds good. Mr. Joaquin torres ...

Seeing a bit of a bounce as were about 85 of the way through earnings season at this point in time. A lot of questions we talked about last hour, you talked the hour before that about the overbought status of the market, how we reach peak fed. A lot of fed speak this morning. Looking ahead to cpi and ppi later this week. Ppi on friday in the wake of some of the international ppi numbers, which, of course, are negative in a lot of cases. Meantime, banks helping to lead, better than a percent. Industrials up a percent berkshire up a couple of bucks. Berkshire helping lift other insurers because ...