Slowing economy. Joining us for the hour, stephanie link great to have you. What do you make of this market right now . I have fatigue over trade i really do. Its impossible every day it changes. So im trying to ignore it and focus on fundamentals. Today i thought we got some good data on the economy. The philly fed better than expected vince were better than expected meaning he they went own maybe were bottoming. Lets see the flash pmis tomorrow existing home sales up 5 yearoveryear good consumer, lets talk retail earnings have been very good Minus Department stores and some one office. I think that bodes very well for the consumer fatigue over trade but excitement over m and a. Very much so. Im still excited by trade. Im more excited about bristolmyers closed earlier than expected. Thats a great story for 2020. So theres a lot underneath the surface to this market of whats going on and thats what im trying to focus on versus trade. Lets get straight to that big story, the potential c
Into u. S. Equities. Joining me is the ceo of partners. Your firm is a boutique Investors Bank and you own dozens of stakes in didnt unicorns. Well take a position and advice like harrys did. Rather than waiting for an let me get your take in the Public Market before we go to private. A recordsetting week, good backdrop in terms of the economy, do you think this continues . Would you buy in . I dont see what will end, your very low rates were people piling and also structural issues where the Companies Issue out of debt, they use the wuppercaseletter back stock that inflate share prices, but the economy is good as well. I dont see a negative that you can point out too, so i think the market will continue to go up despite the geopolitical risk, where else will you go, the u. S. Is the good market to invest and also the positive news out of the china trade deal and usmca, im waiting for somebody to point out what will stop the momentum. The consumer has been the strongest indicator for s
Into u. S. Equities. Joining me is the ceo of partners. Your firm is a boutique Investors Bank and you own dozens of stakes in didnt unicorns. Well take a position and advice like harrys did. Rather than waiting for an let me get your take in the Public Market before we go to private. A recordsetting week, good backdrop in terms of the economy, do you think this continues . Would you buy in . I dont see what will end, your very low rates were people piling and also structural issues where the Companies Issue out of debt, they use the wuppercaseletter back stock that inflate share prices, but the economy is good as well. I dont see a negative that you can point out too, so i think the market will continue to go up despite the geopolitical risk, where else will you go, the u. S. Is the good market to invest and also the positive news out of the china trade deal and usmca, im waiting for somebody to point out what will stop the momentum. The consumer has been the strongest indicator for s
We continue to see money moving into u. S. Equities. Joining me is the ceo of partners. Your firm is a boutique Investors Bank and you own dozens of stakes in didnt unicorns. Well take a position and advice like harrys did. Rather than waiting for an let me get your take in the Public Market before we go to private. A recordsetting week, good backdrop in terms of the economy, do you think this continues . Would you buy in . I dont see what will end, your very low rates were people piling and also structural issues where the Companies Issue out of debt, they use the wuppercaseletter back stock that inflate share prices, but the economy is good as well. I dont see a negative that you can point out too, so i think the market will continue to go up despite the geopolitical risk, where else will you go, the u. S. Is the good market to invest and also the positive news out of the china trade deal and usmca, im waiting for somebody to point out what will stop the momentum. The consumer has be
Into u. S. Equities. Joining me is the ceo of partners. Your firm is a boutique Investors Bank and you own dozens of stakes in didnt unicorns. Well take a position and advice like harrys did. Rather than waiting for an let me get your take in the Public Market before we go to private. A recordsetting week, good backdrop in terms of the economy, do you think this continues . Would you buy in . I dont see what will end, your very low rates were people piling and also structural issues where the Companies Issue out of debt, they use the wuppercaseletter back stock that inflate share prices, but the economy is good as well. I dont see a negative that you can point out too, so i think the market will continue to go up despite the geopolitical risk, where else will you go, the u. S. Is the good market to invest and also the positive news out of the china trade deal and usmca, im waiting for somebody to point out what will stop the momentum. The consumer has been the strongest indicator for s