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Transcripts For BLOOMBERG Whatd You Miss 20240712

Volume on the s p 500. There was commitment on this rally. Taylor start with the chart i am showing you in my terminal. You asked about hedging activities. Look at this chart, or the lack of hedging. People have an minding bullish call options, but not a lot of bearish put options. They are down very low. Buying puts could have cost you a lot of money. That is why we are seeing this rally. I want to look at the individual movers, American Airlines jumping after a 40 gain yesterday. They are seeing a 70 increase in demand. Suspending in some markets because of demand. It was up 100 at one point earlier. I was chatting with remain, this is a romaine. Typically an equity is worth nothing but if you are optimistic on travel, you are buying the shares no matter what they are worth. Crude approaching 40 a barrel and tiffanys, a stock the three of us continue to talk about, up 6. 5 . For will maintain their bid the jewelry maker, but there is a lot of debate. Lets show you this chart. All of

Transcripts For BLOOMBERG Whatd You Miss 20240701

today, an index that directs business activities in places such as texas, the virus saieh surge in virus cases. on the other hand, a bloomberg report today reveals the unprecedented hunger crisis. upendingmic is livelihoods and leaves us with some unprecedented projections, that by the end of the year more people will die from hunger then covid-19. haves,t s start with the the people whose fortunes are clearly improving. we did get the dallas fed manufacturing index. this got clobbered in april and may. it is surging back. it came in today at 8. it is well ahead of the expectations of flat. if you read through the report, hiring is up, pricing power is up of expectations for the future is up. there is a long way to go to dig out of that hole. you see it in the market, see it all over the place, a plug company that was surveyed and a pillow company that was surveyed said everyone is buying pillows because they are home. niche, but then other companies not so niche. zoom vide

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