Away with blaming this on the coronavirus when we know that the entire bail reform was changed he basically whats taken the largest city in america, and now were challenging chicago as a killing field. Its a tragedy. The man is a disgrace. Maria crime is surging in our largest city. New york city saw a a violent fourth of july weekend, 44 shootings, don. I saw weekend statistics, i thought i was looking at one of the Second Quarter statistics. I couldnt believe the damage of one weekend of activity. Maria should states and cities be reaching out to the federal government for help in terms of these spikes in crimes . Absolutely. And the president s been very clear about that, that localities and states, if they need assistance, then they should certainly call on the federal government. Maria broadly speaking, whether its china or tech or sectors, tell me where you want to allocate capital today. I think its time to start adding a little more defense to the portfolio now that weve alread
Away with blaming this on the coronavirus when we know that the entire bail reform was changed he basically whats taken the largest city in america, and now were challenging chicago as a killing field. Its a tragedy. The man is a disgrace. Maria crime is surging in our largest city. New york city saw a a violent fourth of july weekend, 44 shootings, don. I saw weekend statistics, i thought i was looking at one of the Second Quarter statistics. I couldnt believe the damage of one weekend of activity. Maria should states and cities be reaching out to the federal government for help in terms of these spikes in crimes . Absolutely. And the president s been very clear about that, that localities and states, if they need assistance, then they should certainly call on the federal government. Maria broadly speaking, whether its china or tech or sectors, tell me where you want to allocate capital today. I think its time to start adding a little more defense to the portfolio now that weve alread
Away with blaming this on the coronavirus when we know that the entire bail reform was changed he basically whats taken the largest city in america, and now were challenging chicago as a killing field. Its a tragedy. The man is a disgrace. Maria crime is surging in our largest city. New york city saw a a violent fourth of july weekend, 44 shootings, don. I saw weekend statistics, i thought i was looking at one of the Second Quarter statistics. I couldnt believe the damage of one weekend of activity. Maria should states and cities be reaching out to the federal government for help in terms of these spikes in crimes . Absolutely. And the president s been very clear about that, that localities and states, if they need assistance, then they should certainly call on the federal government. Maria broadly speaking, whether its china or tech or sectors, tell me where you want to allocate capital today. I think its time to start adding a little more defense to the portfolio now that weve alread
Companies, the same companies that control the lions share of patterns, that have an extra amount of my comp that are able to attract the best talent because that the best food, you know, that have the relationships with universities and it doesnt mean there are not other Companies Like salesforce or nvidia uber that are not doing Amazing Things but its through these nine compass Everything Else flows. The entire ai ecosystem in some way or another patches of these nine. In addition to all of the things i just mentioned they also building the frameworks and the custom silicone chips and they have the code bases. All roads lead to these nine companies, and the challenge that i have is that if its the case that Artificial Intelligence is not just been built to create a better microwave, although thats cool, but instead to optimize our lives come using data as currency, what does it mean when we relegate that to just a handful of companies and handful of people working at these companies
Week for the nasdaq. That is the first time youll see stocks down for the major averages in three weeks. This morning, we are still near alltime highs for both the s p 500 and the nasdaq looking at the treasury market, right now, 10year at 1. 486 some additional pressure concerns about Global Growth and what it will mean for the economy. S p was out saying for the year, you could see chinese growth at 4. 4 for the full year that concern if they see a peak to the virus in march. All these new highs and goldman talking potential correction i can see how the case could be made right now is there anything more than a possible Global Pandemic i think about it it is hard to buy any stock that wouldnt be impacted by a bad outcome in this. Right people assume it will be a vshaped recovery and that it will happen sooner rather than later. With coronavirus. After it going away. But we dont know if it goes away and we still dont know what kind of numbers we are getting. It appears it is slowing a