Were talking about other cloud plays on the horizon the Halftime Report starts right now. Great to be with you on this friday, your investment committee, joer er ijoe, john,y young, senior Portfolio Manager with young and associates at morgan still is larry fink right . Are investors not being aggressive enough right here, serrat with markets on the precipice of a fed rate cut . I think right now its fair to say we are properly valued. I dont think you want to be more aggressive going to the markets. Earnings are coming down we have a lot of uncertainty stocks have had a great run, plus 20 there are opportunities. I like a barbell approach on investing, where theres growth and value but going full force into the market is a little scary. Theoretically if rates come down, doesnt that make valuations more attractive, more acceptable to have higher valuations youre factually correct and discounted cash flows. I sense a but coming. But but b not a but, a distinguished perspective. From a f
To poverty to National Security and, yes, education as well, seeking to make sure we are bringing all the talent to the table for the benefit of us all. On this weeks bloomberg big decisions, Dan Porterfield. Dan porterfield, welcome to bloomberg big decisions. Dan thank you, david. Great to be here. David you have been described as a leader in ensuring access to high achieving low income students for colleges. Take us back to baltimore, maryland. What in the small, young boy of Dan Porterfield led him to that decision . Dan i grew up in Baltimore City in a couple different neighborhoods. One of the neighborhoods, it was my parents, me and my sister, we were pretty much the only white family. And then after my parents divorced, we moved about a mile away, very similar neighborhood. There, there was only white families. And that neighborhood felt like a fine neighborhood. I didnt know it at the time, but it was segregated. Eventually integration came to that neighborhood. A family, i be
And brisk. So make sure just to keep those extra layers on you, getting a look outside right now from your mount tam view. Nice and sunny, clear skies right now. But look at what weve got to our north. All that cloud cover pushing its way on into the bay. We wont see any rain or snow here locally, but we do have that for our northern neighbors up in lake and mendocino counties as well as up into the sierras. So get ready for that. If youre heading up either direction, 50s to 60s for current temps. As i mentioned, oakland, san mateo and here 61 degrees each while redwood city, berkeley and santa rosa still hanging out in the 50s later today. Daytime highs mostly in the 60s into the afternoon, going to feel a little cooler than that, though, with those brisk winds factored in. Ive got your forecast ahead. Are you . Thanks, john. And now only on kron 4. Missus go. Giants are going to introduce their new manager in a press conference this morning. But we get a sneak peek and an exclusive i
With a three handle. A shutdown possibly this weekend. Shares of nike are rallying despite the first revenue miss. The company saying that it sees resilient up canner both here in the u. S. And in china. And the street now braces for a potential Government Shutdown as soon as tomorrow night. Meantime we knew pce was going to be the tent pole data point of the week and some relief we got. Yeah, people leaning towards the idea that it would be a relatively softer number based on some of the clues going into it. As expected, we spoke around the close yesterday, i said that were going to be allowed to mark our fear to reality here. Because it has been all about, wait, what is going on with the messy selloff. It seems upnanchored and a life of its own. And yesterday gdp revision, today pce inflation number. So we have the economy we more or less thought we had. Getting a bit of a bid in stocks. It is all coming together almost a little too crypted. Maybe last day of the quarter. You have ha
Publicprivate innovations and the public and private sector issues on Cyber Security. I want to also echo frank and thank our sponsors for this, northrup grummond. In addition to his day job at f northrup grummond, hes on the panel for the Cyber Security. At the end of the 50 minutes for audience questions. First immediately to my left, your right. Scott aaronson, executive director for business continuity. Hes been there since 2009, working in a variety of roles before getting his current position, before that work on the hill for congressman lantos, senator nelson for a number of years has a masters here from gw, from the graduate school of political management and also will be announcing this early next month, will be a member of the senators board of directors. Finally to his left, kirsten todd is the president and managing partner of Liberty Group ventures and also a resident sclar at the university of Pittsburgh Institute for cyber law. She served as executive director for the co