Give up by mega cap growth and shift into value, wasnt i that was the strategy being communicated over the last five days i dismissed that last week mega cap growth is where investors should be. You should not be selling your oldin holdings and reinvesting in the lagards. This is where youre going to see the continued Revenue Growth, this is where youre going to see the correlation from work from home, stay at home and this is where moving forward youll find your best retur returns. Kevin oleary, hes right, isnt he every time says big caps are tired, its time to rotate, they come roaring back and theyre doing it this month or doing it right now. Joes right about mega cap but not right about growth in apple. The reason apple is owned by everyone everyone, and i mean everyone, number one, its a play on 5g, no question about that number two, youre making the assumption when you own it, even though youre not being we regarded by r rewarded by Revenue Growth, its going to keep growing but i
Screen is driven by not the feds comments, a little boring with the zoom box or retail sales that we got or housing numbers. But what is happening at the mornings Research Meetings all over the country today where the down gained 37 points and the s p dipped and the nasdaq lost 1. 25 . More on that later today seemed like it was dominated by the fed in the amazing snow flake ipo and as someone that helped bring the microsoft ipo to goldman sachs, i know a big deal when i see one. More on the demons the deal unleashed. We had a nice rally going today and thats about what is going on behind the scenes every morning they have a meeting where they pitch the sales force on individual stocks and entire industries as buys or holds or very rarely sells after the pandemic got rolling, almost every piece of research that came out cut numbers. For individual companies and suggested the situation would get worse. The conclusion ive never seen so many sell eric men dae eric men dae er recommendatio
We did a whole thing to calculate it and we gave the Zoning Administrator the ability to adjust it as needed. The point is to ep sur ensure it a bar masquerading as a restaurant and theyre legitimately serving food and we think this allows an easier way for businesses to combine still clearly having food as a major focus of their revenue model. Where did you get that figure . It was a calculation from our restaurant study, we took the model from washington, d. C. And then we redid it through a local study of revenue of restaurants and took the 25 percentile and i can send you calculations if that would be helpful. Where you say the Zoning Administrator can lower the figure at any time, is that decision bound by any oversight by the Planning Commission or board of supervisors . We added, i believe im searching the legislation now, a requirement that he demonstrated how he calculates that, to provide that extra bit of oversight and if i can find it, that would be helpful. The Planning De
Im back. Great to be back. Back in the stacks with the books. Yes, yeah the Library Stacks are nice i wanted to show everybody where things are headed on this monday morning. Is it always up . I guess maybe it opens it feels like that i was told not to invoke his name when i mentioned him the other week he says everything goes up and it all seemed so crazy dow about 160 points nasdaq looking to open about 69 points higher in the s p 500 looking to open about 16 points higher treasury yields right now, lets do it. Lets show you the ten year note as we speak youre looking right now at the ten year at. 636. Melissa has news happening overnight. News out of china overnight beijing announcing sanctions and a spokesperson and the move comes after a top member of chinas Ruling Communist Party and three other officials over human rights a b abuses. Bo well ask senator rubio about this when he joins us live at 8 00 a. M. Eastern time on squawk box. Separately the u. S. Asked its citizens to be
Welcome to the july 13th, 2020 meeting of the rules committee. Im chair of the committee. With me on the Video Conference is rules Committee Vice chair captain stephanie and rules Committee Member supervisor gordon mar and we are joined by supervisor matt hainey. I would like to thank sf gov tv for staffing this meeting. Are there any announcements . Yes, thes. The legislative chamber and Committee Room are closed. Committee members will attend and participate in the meeting to the same extent as if they were physically present. President Public Comment will be available on the agenda and both channel 26 and sfgovtv. Org are streams across the stream. Opportunities to speak are available via phone by calling 415 6550001 and again thats 415655ooo1. The i. D. Is 14666153 146 661. You will be muted and in listening mode only. Best practises are to call from a quiet location, speak clearly and slowly and turn down your television or radio. Alternatively, you may submit either to myself at