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Nervous and seeking that safety. Now you have the 10 year yield higher. Over the long run, if that continues, that will actually be a headwind. Today you have to take it as a signal investors not wanting havens. , the new yorkand faang complex, the mega cap tech stocks, that is down 1 . That part of the market is still weighing on the s p 500 while you have the financials and the energy and some of the other cyclical sectors doing well. David talk about that faang index. Earlier you said the real story is not the index, it is what is going on with amazon. What is going on with them . Abigail t...

1 it is not the fed. Its not the trade talks, its demand demand for money demand for homes, demand for processing, demand for cancer drugs and programming and demand for cell phones and demand for planes and of course perhaps most important, demand for stocks yet if you listen to most of the experts you here a lot of fury about ow the Global Economy has gotten weaker because the trade war has shut down international trade. I dont want to sugar coat anything the Global Economy has absolutely taken a hit yearoveryear and the tariffs are part of that but here is the thing. Many stocks were tradin...

Up acronym for not as bad as fear while it seems to gain on the surface, the nasdaq rising 0. 40 , underneath there were some bewildering moves that remind us the market doesnt always behave the way we expect it to. In particular, a bunch of stocks rallied today, even though they reported what looked like simply awful numbers. If youre befuddled, you have come to the right place. How does the stock end up going higher in the wake of a seemingly ugly quarter, its all about my buddy, pal, friend nabaf. Let me show you how it works we start with the railroads. The railroads are the best example. ...

Nearly half a percent. Well, you know what its like . Its like when the tide goes out. You can see whos really swimming naked versus who whats got the latest speedos or whatever theyre wearing these days. What do i mean by naked . Anyone who be knocked down on versus on whos being hurt by china the bear market over there. By the way its morphed into the bull market. And would be hurt by higher Interest Rates and the super freaking strong dollar. Its a very, very big group. But the others . The companies who have actually got their swimsuits on in the s p rip tide they stand out while everyone ...

Before ultimately closing in the red, dow giving up points, nasdaq losing. 29 . But we arent getting destroyed day after day either, though as you would expect from all the commentary, right . You would read that, hear it, you would think that all earnings have been uniformly terrible. Its not true. You know why the markets not getting killed so much . Because as much as we want to paint the earnings canvas with a brush of red ink, there are pockets of green that keep us from getting drubed badly here. Those pockets have one quality in common, execution. When i speak about execution, what i me...