Sold the qs which i find interesting. And last week you said that you are longer now than i you can remember so why did you trim alphabet i add significantly to alphabet in the 130s when all the genesis and noise came out and i thought it was a Short Term Impact and there was no there there. So i took the opportunity to really super ssize the position and now cutting it back to normal size. It is still one of high larger positions. But i dont think that it was prudent. So really risk manager and in terms of the qs, im short the qs as a heenlg because i have no idea what the Inflation Numbers will be. So i sold the position i had after eight days of market straight up, i would have sold them anyway. Because they are always a trade. They are just to express a near term view. So my near term view is just risk management. I have so much beta in the portfolio through the big names that i thought it was prudent to put a little hedge on it im thinking like you look at meta month to date, up 8
Brian arresting Library Curators are having trouble waking up this morning that brass band is waking them up. They are the Famed Brass Animals band. In case you havent picked upped from the chyron at the bother live. We did not tape that this is songs without lyrics but it is jazz. Steve its happy. Come on get happy. Brian i think its fantastic. Also, they are wearing the fetterman outfit the couple pet player wearing a hoodie. Ainsley go online been together since 2013. A bit of r and b, funk. Steve the reason they are up in front of Ronald Reagans Beast Limousine is because pete hegseth is live at the Reagan Library in simi valley, california, and, pete, they have got reagans car. They have got his plane. They have got his desk. And theyve got you today. Pete they have got everything Ronald Reagan here. Thank you to the Brass Animals. 3 00 in the morning here in california as you know. So its nice and early. We have got the president ial motorcade behind us. You know, a chevy impala.
We are in new york all week long. Along with sam grow part. We got big news out of china print apple and china mobile have officially announced they are together and will start selling phones this friday. Starting this weekend. And this as potentially 700 million subscribers for apple. It is a huge deal for apple. It definitely gives them a potential boost as they see their market share numbers get a little bit flat or a little down. In context, the largest wireless carrier carrier in the u. S. Is verizon. They have 100 million subscribers. The 700 million figure for china mobile might include many other things that are not phones but conservatively, it is twice as big as verizon if not more. The other big deal is that apple only has 10 stores in china. They are trying to increase that number but this adds 3000 retail outlets where they can sell the iphone. Apple stores have always been very successful around the world. Of tappingbig place into that network of retailers, 3000 of them,
Mayer brought in. She was focused on building the talent. We reached out to yahoo for a statement. Tro will behat de cas thursday,fective january 18th, 2014. Jon erlichman joins us from la. Marissais someone that mayer has known for a long time. She knew what she was getting. Opening wrong and mark it has a lot to do with performance. In the world of sports, you see these highprofile signings and then the performance is not great. The code has to say, do we sit the person or continue playing them just because they have a big pay package . The decision by Marissa Mayer was to say, i will go with the team that i have. Yahoo pastorius has been one with a lot of positives. They have been red hot Marissa Mayer have done a lot of interesting acquisitions. She has brought in fresh talent. They have brought in people like katie couric. They have a very valuable asset in alley pop up. A lot of people in alibabba when you look at their online performance, you do not see a lot of change. When the
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