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Even if all those stuff matter today which the dow lost 222 points maybe we should leave room for Something Else maybe we should leave room for leadership the kind that allows companies to transcend macro out performance. Leadership like the kind of leadership we are getting from dr. Lisa sue, the ceo of amd for those of you who have been living under a rock, lisa sue, may be the formal executive at our time she arrived to our country she went to mit where she picked up her bachelor and masters and phd, shes a total east coast heavy weight she came to amd in 2012, took over ceo in 2014, back w...

Conscience that my enthusiasm for some companies is completely infectious buy buy buy buy buy buy people want to own stocks and they want to open the stocks in the worst way. [ booing ] so when the market dips 80 points, i want to talk about the worst way. [ booing ] because i see that happening way too off and we have to stop it this market has had a spectacular run and that should make you more, not less cautious i dont know where the top will be, but i do know were a lot closer to the top than we were in march or april when it felt like the sky was falling before i get started, i want to th...

And then the counter intuitive ones that took us all by surprise the dow did 205 and nasdaq lost 1. 27 . Its important to go over the companies that shocked this year with the outperformance and those that continue to shock want obvious winners are, well, obvious. People are hanging out at facebook as theyre ordering from amazon, search on google. And it didnt take a chance to figure out that the shut down would force people to use the internet if i werent jimmy chill in real life, i would be jealous of the titans even though the ceos are about to be drawn in court on the house judiciary subco...

Overnight, though they lost some ground this morning. A lot to watch, china pmi backing expansion, the fed launches a new dollar repo operation. Jim, sounds like youre focused on testing, having talked to abbott last night. Right i think that myles white and now the new ceo recognize this, as they did during the aids epidemic, when you find out who has it, everything changes in this country, we can find out who has it, and doing a serilogical test, finding out from blood of people who have had it maybe a lot more people have had it than we knew. Maybe we can find who has got it, they can be qu...

Utx and Speaker Pelosi we have oil ceos at the white house later this afternoon and a pivotal day as this sba loan program tries to get off the ground, just an incredibly monumental challenge for the banks, government and Small Businesses that will apply im hopeful i know theres a lot of Community Banks up and running to do it theyve started. There are a lot of some very interesting smaller online banks that are ready to go well hear from Brian Moynihan from bank of america about whether theyre ready to go. Its been hard to understand i know i had to hire someone to understand it. I think that...