comparemela.com

Overhaul in three decades. The vote was split down party lines, not a single democrat defecting in support of the bill. Treasury secretary secretary and gary cohn laid out the tax reform framework back in april. President trump applauding his republican colleagues for passion what he says is the largest tax cut in history. Hes also applauding big businesses for taking first steps to implement changes. These companies will all benefit from the corporate thanks rate dropping from 35 to 21 . At t is paying a 1,000 bonus to all employees. Boeing investing 300 mill in charitable donations and workplace investment. Comcast dishing out 1,000 in bonuses to 100,000 employees and investing 50 billion in infrastructure. Fifth third and wells fargo hiking their minimum wages to 15 an hour. The market celebrating this tax overhaul. All three major markets closing in the green for the week. Robust business spending fueling the economy in the third quarter. Growing at a rate of 3. 2 . Turning back to markets. Wall street celebrating tax reform after betting big on it all year long. The nasdaq and s p all up. My market guest, ryan payne. Lets look back at the year that was. It wasnt just all anticipation of what is now a tax reform that is done. There is a lot more going on in the u. S. And the market. When you think back to the beginning of the year. Every analyst on wall street said single digit returns. The s p up over 20 . The dow up near 30 . The nasdaq close to 35 . Its been a fantastic year. Dagen what is driving it in your opinion. And can those tail winds continue into 2018 . You have low inflation. Low employment. Market to earnings kept coming in better than expected quarter after quarter. Thats just in the u. S. Dagen do valuations in the united states, early in the week you had not just the nasdaq and dow. You had russell at an alltime high. Some people look at it based on the Corporate Tax cuts in the s p 500, that flows to earnings. Do you see that much of a benefit in the market . I think there is a misconception that has to do with taxes. The tax bill was passed and it didnt have a huge effect on the market. Its about earnings. The optimism will carry through. But if you are positioning your portfolio you have to think globally. Dagen if you bet on some of the giant corporations in the united states, you are betting on the globe. Thats why you have seen even the dow do a mighty job keeping up with the nasdaq and the s p 500 in 2017 in terms of overall performance. If you look at the emerging markets, they outperformed u. S. Markets this year. I think that trends will continue. We have been in an 8year bull market. So we are in the 7th or 8th inning. The emerging markets valuations are a lot lower. Growth rates are higher. So when you are thinking about positioning your portfolio for 2018 you have to start thinking about the rest of the world. Would you underweight the u. S. And overweight the markets . I would say most of portfolios are underweighted in the foreign markets. The average portfolio is 7080 large cap. You get a 40 to 50 what hein what hein. He 5 weighin. We have the infamous facebook, amazon, google, microsoft within all those Companies Trading at high multiples. A lot of them had a 50 return. If you look at your portfolio you probably own those stocks outright. And funds as well. So its probably getting overrated. Dagen what looks under valued . My years of covering markets and business and finance. You have to be careful because they are cheap for a reason. Does anything look reasonable in the u. S. Industrywise . I think the pipeline is a great place to put money. Think about when you go on the highway and pay a toll. Its the same thing with the pipeline infrastructure. They make money on transporting oil and gas. If you look at domestic and global demand, it pays some pretty nice dividends. I think thats a good longterm buy. Dagen what about the outlook commodities. 345 of the developed countries all growing at the same time in 2017, the first time in a decade that that happened. What about commodities . A be strong Global Economy of smeengs jong desmanlds generally. Im bullish on commodities. Its a great inflationary hedge. It should spartanburg more global demand. But im bullish on commodities. Dagen great to see you. Happy new year, my friend. Announcer the u. S. Economy of is a picture of success leading to a boom in art sales. Maria bartiromo steps into the [vo] progress is an unstoppable force. The season of audi sales event is here. Audi will cover your first months lease payment on select models during the season of audi sales event. Dagen its no secret the economy has been booming the last year. You need look no further than the art market which has seen a number of huge sales. Recently maria sat down to talk about this art renaissance. Maria how would you characterize the art market. Its a healthy market thats broadening. There are collectors at all levels. We had a great year. I think the general market is in terrific shape. Maria whats driefghtd. Whats driving it . Flat rally liquidity is a factor. There seems to be a lot of money in the world. A lot of discretionary money. Art has become a popular pursued hobby. Asset class. I dont like to look at art that way. I think thats a dangerous way to look at it. But its a factor. Some people buy art because they are confident it will be a good store of value. This is a recent phenomenon. The art market has become a global phenomenon. We collected art in all cultures for thousands of years. But the market in some ways is a new phenomenon. The type of market we are talking about. There is a relatively new taken mall. And, you know, its great for artists. If you are a talented artist entering the market asking a young artist who has the talent, i think you will find there are people out there who will be collecting your work so its great for young artists. It will be good. Not all art is created equally. Maria let me go back to something you said. Its different. Why do you see this particular moment different . Whats different about it . Whats different about it is its not different, its just more of what we experienced before. 20 years ago there were no significant collectors of contemporary art in china or the middle east. Latin america. So when the word globalization people get tired of hearing it. But the art market benefited from globalization. Whats different now is you can transmit information very quickly. We have 16 galleries all over the world. Someone who works in our gallery in hong kong may have access to a particular painting and they liaison with our gallery in geneva. They have access to the same electric tonic communication. This has fueled the market it also allowed collectors to have access to more transparency about prices by gives the market more confidence its a convergence of these things that resulted in a healthy art market. Maria globalization is critical. You have so much money coming from around the world into america. This is one of the biggest destinations for art. New york particularly. The museums, the galleries, the artists that work here. New york has den fitted enormously from the popularity of art. Maria when you look at diamonds and highend accessories, what would you say about the art market . It may appeal to people who buy a her merks s bag. Its a who buy a hermes bag. Its controlled by the nature of how its created. There is scarcity and rarity and always the hand of the artist involved. Sometimes people try to ca to categorize it. But it distorts the true nature of the market. This is from 1962 from the pop art period. There may be 3035 paintings depicting women in this idealized comic step up fashion. It reminds me of the actress janet leigh. Maria how many times has this changed hands, would you say . I dont know exactly. Six or seven times probably since it was painted. Announcer coming up, a Leonardo Da Vinci painting sold for cannot live without it. So if you cant live without it. Why arent you using this guy . It makes your wifi awesomely fast. No. Still nope. Now were talking it gets you wifi here, here, and here. It even lets you take a time out. No no yes yes, indeed. Amazing speed, coverage and control. All with an xfi gateway. Find your awesome, and change the way you wifi. Or a little internet machine . It makes you wonder shouldnt we get our phones and internet from the same company . Thats why Xfinity Mobile comes with your internet. You get up to 5 lines of talk and text at no extra cost. So all you pay for is data. See how much you can save. Choose by the gig or unlimited. Xfinity mobile. A new kind of network designed to save you money. Call, visit, or go to xfinitymobile. Com. Announcer welcome back to wall street week. Now more of maria bartiromos eyeopening interview with art dealer Larry Gagosian. Maria what were your thoughts when you saw the da vinci go. I was sitting there. People were flabbergasted. It was a stunning price, unprecedented. Maria i have friend in the market i had dinner with the night before saying we dont trust that painting. We think it has been painted over. It has restoration. It didnt live in a museum its whole life. It had been passed through many hands. Some collectors were put off by it, but it was a da vinci and there are only 16. This is arguably the last one that will come on the market unless one is discovered in the future. The brand da vinci is a pretty good brand. The price is flabbergasting. But if you look back at the way it happened, its plausible. When you have something that rare, anything can happen. Maria who is a big buyer in terms of countries, is it chinese, saudi . The saudis are starting to get in the market. They have been collecting art seriously for the last 20 years. China is a huge market. I think its a growing market. There are museums like macdonalds. There are museums all over china. Big ones, private ones. They are just about to start construction. 1. 5 mill square feet in beijing. So these museums, they have to put something on the wall. To attract people, they cant just borrow paintings from other museums. Its a destination. Particularly when you are in a place like doha or beijing. You want to bring traffic to museums you have to make exciting acquisitions to bring the public in. This is a beautiful painting from the neoclassical period of picasso. Its a large canvas for that period. And it depicts one of picassos children who actually sadly died very young. And picasso quite often would dress him up in a bull fighter picasso was a bull fight fan. And he liked to dress his pablito, that was the boys name. Dress him up in these bull fighter costumes and do paintings of him. A handful of paintings of his son dressed as a bull fighter. Maria you must have seen ups and downs in your career. I have seen rough cycles. But the cycles recently have been less severe. The first bad bad art market i had to soldier through was the early 90s. It was at a point where the japanese, their stock market collapsed. They were huge collectors of art. They all wanted to sell. There were fund buying art. They all wanted to get out. Everybody wanted to sell. There were very few buyers. It kept my gallery open. But there were very few buyers. We didnt have the middle east. You didnt have latin american buyers. You had zero china. And you had basically a recession in the united states. It was terrible. Since then what i have noticed because of the broadening of the market and the buyers in the middle east and the great new collect jars in chain today and the broadening of the market in america and elsewhere. All markets go in cycles. Maria but these cycles are longer. Friend of mine commented real estate went down, but art was more resilient. You had collectors picking up the slack in different parts of the world, and they saw it as an opportunity to buy great things they may not have been able to buy 10 years before. That cushions the cycles in the art market. Dagen that was art dealer Larry Gagosian speaking with maria i am totally blind. And non24 can throw my days and nights out of sync, keeping me from the things i love to do. Talk to your doctor, and call 8442142424. Dagen here is a look at some of the biggest market events coming up next week that could impact your wallet. Consumer confidence, pending home sales, also the Dallas Fed Manufacturing survey. All those report next week. And there are no Major Companies reporting earnings. Its a quiet week in washington with congress in recess. That will do it for us on wall street week. Thank you for watching. Be sure to tune in on Christmas Day for a special onehour edition of wall street week. Featuring some of marias best interviews with guests who are truly titans of their industry. Maria sits down with her next guest. Im bob massi. For 35 years, ive been practicing law and living in las vegas, ground zero for the American Real estate crisis. But it wasnt just vegas that was hit hard. Lives were destroyed from coast to coast as the economy tanked. Now its a different story. The American Dream is back. And nowhere is that more clear than the grand canyon state of arizona. So we headed from the strip to the desert to show you how to explore the new landscape and live the American Dream. Im gonna help real people who are facing some major problems, explain the bold plans that are changing how americans live, and take you behind the gates of properties you have to see to believe. At the end of the show,

© 2024 Vimarsana

comparemela.com © 2020. All Rights Reserved.