Josh brown. Hey, scott, how are you . Are there opportunities elsewhere . Is it undeniable at this point . Its undeniable and people running money are starting to wake up to this and the benefits are showing up in their po portfolios for the first time. The first time on valuation, a cyclically adjusted pe for the United States is now 30. Weve almost never been this high. Forward returns are not what they were when we were at 17, 18, 19. Developed europe, cape is 17 so about half. Emerging markets is 15. The second thing i want to say, i believe in mean reversion. The data proves that mean reversion between Asset Classes is a very, very good way to diversify and a good thing to bet on. Over the last ten years, the s p 500 is up 101 . If you take a look at efo, which is global developed, its up about 7 and vgk is flat. 0 return over ten years. If you think that whats just gone on in the last ten years will be the story of the next ten years, you will be proven wrong. There was a convers
Thats it . Hey j whats up . I love it. It is 4 20. No. Whats happened in the world, april 20th is now synonymous with all of these horrible things that happened in life. It is hitlers birthday, right . So people kind of choose to do bat things on this day. Columbine was 18 years ago. Some other stuff happened. Used to be reference, 20 minute after 4 00. Still is a reference for a lot of people. Like in the state of washington, colorado, maybe vents. And i think there are some in philadelphia, yes. I know nothing of what you speak. She is having a baby, Serena Williams you know this by now, she 20 weeks into this pregnancy. The amazing feat she accomplished with a child. In her side, body, you know. Speaking of becoming a mom, or dad, are you destined to be a good parent . It turns out some people are just born to be nurturing, and other just out of luck. Well tell you how you can check. It is in your genes . In your genes. Not fair. Malea obama, she has got a job, interning up in new y
Their advisers and my understanding is the boards are expected to meet this weekend, assuming that they get they get to some final numbers. One of the big issues, by the way, thats been on the table, and i know a lot of investors are going to be looking at is the breakup fee in a transaction like this. Given the regulatory pressures that have been on so many of these mega mergers. Historically, there have been big breakup fees involved. The Time Warner Cable transaction, of course, fell apart with comcast. There was no breakup fee in that transaction. So this is going to be a big question. Not necessarily a sticking point, but something that has been discussed at great length. The other thing that everybody is talking about as a result of this, if assuming it happens, is who else is in play and what happens next. I reported earlier today, but this puts enormous pressure and youre already feeling it internally at cbs and vio come to make that deal. That is potentially on course. You wat
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Ng a sorry old mule named mr. Christopher trouble in a small boy. And i was dreading the moment that we ride into bitter springs. Whoa whoa. Mr. Ramsey, if we hurry we can make the iron riv before sundodo. Well, were mighty anxious, mr. Mccullough. Well hurry, dont worry none. Well, they kee yeah. Gettin so you cant shoot a cannon down th without hittin new settlers. To life. You folks been traveling some . We beeeedoing just that, sir. Georgia, sir. We all from georgia. Hello, courtney. You ought knowowettet. These folks got their rights same as anybody else. This isnt georgia. Boy come on, mr. Christopher. You fixin to gully up all t t water in the world . Whats the matter with him . Whats the matter, sonny . Mule givin you a hard time . Ristopher, he give everybody a hard time. But hes a mighty good mule. Those folks youre traveling with e you take care of the mule, huh . Everybodys got a job, sir mister . This here is thomas pope. Theyre pl to settle down in the iron river valley.