Congratulations on your new book titled when it sells all. Ive been a big fan of your work for many years and its great to see all your great reporting put together in one book. So congratulations. Thanks so much, eugene and i think you know as well a big fan of your work over the not amazon is not an easy company to cover and so for our fellow reporters who do it really well for a long period of time i just have the utmost in you and yours, sir. Youre at the top of that list. So a thrill to chat with you today about this. Great. Thanks. So to start off, i wanted to ask you about the of your book winner sells. What did you try to convey there . It seems to reflect, you know, both amazon and walmart. They want to sell everything. But at the same time, youre the conclusion of your book seems imply that theres going to be many winners at the same time. So whats kind of your thought there . Sure. So i think what i was trying to get at with the winner. All title is there was a period of tim
Congratulations on your new book titled when it sells all. Ive been a big fan of your work for many years and its great to see all your great reporting put together in one book. So congratulations. Thanks so much, eugene and i think you know as well a big fan of your work over the not amazon is not an easy company to cover and so for our fellow reporters who do it really well for a long period of time i just have the utmost in you and yours, sir. Youre at the top of that list. So a thrill to chat with you today about this. Great. Thanks. So to start off, i wanted to ask you about the of your book winner sells. What did you try to convey there . It seems to reflect, you know, both amazon and walmart. They want to sell everything. But at the same time, youre the conclusion of your book seems imply that theres going to be many winners at the same time. So whats kind of your thought there . Sure. So i think what i was trying to get at with the winner. All title is there was a period of tim
Congratulations on your new book titled when it sells all. Ive been a big fan of your work for many years and its great to see all your great reporting put together in one book. So congratulations. Thanks so much, eugene and i think you know as well a big fan of your work over the not amazon is not an easy company to cover and so for our fellow reporters who do it really well for a long period of time i just have the utmost in you and yours, sir. Youre at the top of that list. So a thrill to chat with you today about this. Great. Thanks. So to start off, i wanted to ask you about the of your book winner sells. What did you try to convey there . It seems to reflect, you know, bo amazon and walmart. They want to sell everything. But at the same time, youre the conclusion of your book seems imply that theres going to be many winners at the same time. So whats kind of your thought there . Sure. So i think what i was trying to get at with the winner. All title is there was a period of time
Could even raise rates too thats interesting. Druckenmiller talked me into no guidance. That sounds like what kashkari said yesterday. It could be anything. If youre truly independence, how can you give guidance . Its sort of the transparency. If you really dont know hourks do you give guidance . At least so thats symmetric risk i would like to believe if they needed it, theyll do it i was thinking about the dow managing the close higher, up 32 disney was down 11 what is it 7 or 8 or something . Its a lot. The rest of the components and we have tom rogers coming on to talk about disney. We should you know, he did not give us an indication we talked about the trading down and the experiences and whats going on at the parks. If you look at what really happened in the market, it was on the guidance all around the parks, but there was this sort of i think theres a disappointment in the sub levels. He gets down and looks at what theyre drinking at the parks. I think hes a good man. I think
Significant green arrows. It looks like the dow futures are indicated up by over 160 points. Nasdaq futures indicated up by 115. S p futures are up 27. Of course, this is coming after a rough week last week. You are now talking about the s p on track for the worst month since december of 2022. You have the s p back be low 5,000. We are watching this closely. This has all been happening with treasury yields picking up. You will see it looks like the tenyear note is all the way up to 4. 658 . Twoyear note at 5 . This is a significant run in the bond yields and thats been responsible for the april pullback we have seen in stocks. The april pullback has been responsible for erasing the gains for the First Quarter of the year. We saw the highs on march 28th. You are talking about the s p at 5. 5 from the record close. We have been watching crude oil prices which has been picking up on concerns in the middle east. You see it is down 31 cents for wti. Lets look at bitcoin as well after the cr