Markets. Dow is up 181, 30,150, all three of the averages setting record highs today. Shannon, you have made some very interesting moves in your portfolio, both what you have trimmed and what you have added to first to what you have trimmed apple and microsoft. T tell me why. So really two different stories here, scott. First of all, ill start with microsoft. As i talked about on the show, this is our Largest Holding and remains a very high convince for us we still have a lot of confidence in azure and the endtoend software it offers but from a portfolio perspective, it was time to trim apple, weve seen a significant runup, 75 in the last year and we really feel like a lot of that has come on multiple expansion. Weve gone from about 15 times to about 27 times. Although we do believe in the services storyand the mo monetization, we think there are better opportunities we trimmed back from a market weight to an underweight were going to continue to hold the stock and maybe look for oppor
4 00 in the morning we can tell you joe biden is overperforming from where Hillary Clinton was 81 of that vote in but still 20 of maricopa is out. One of the reasons why we cant project the state just yet. One of the stronghold, pima, tucson, 6038, overperforming there. The trend so far and its been holding for the last two to three hours, you would know better than me, democrats are in a good position in arizona but its just with 20 out you just cant project it yet. Whit johnson, the vote is just trickling in, that remaining vote. Reporter were getting more clarity on the outstanding ballots that exist. We just talked to Maricopa County officials again and we keep going back to them because as we mentioned Maricopa County makes up at least 60 of the vote here in arizona. Within the next ten minutes but talking to my producer, it still hasnt come up they were trying to do the final dump of results and this is the inperson votes from today. They were counting those throughout the night
During the early months of the coronavirus pandemic these are companies that have collectively paid more than 52000000. 00 for it for in for inferred vironment all violation penalties in fact mal thanks to the Federal Reserves decision to buy Corporate Bonds for the 1st time in u. S. History in order to save wall street from essentially destroying itself earlier this year when covert hit Alexis Goldstein with truthout reports that we the public together with the bed now own over 300 15000000. 00 in bonds of fossil fuel perms including those with a track record of environmental racism so with the great leader heading back to the white house after basking in thousands upon thousands of dollars worth of publicly funded health care and big oil and other corporate dream of staying alive through taxpayer backed Federal Reserve bailouts. Hows that 1200. 00 check they sent us. Back in spring feeling well guess its time to start watching the hawks. You want to go on a cd you st you want to. See
They i mean a lot of them you know i dont think that they really have any real experience with whats going on with people on a daily david day basis i mean you work alongside a lot of these government things is it really that big of a divide you know i mean we got out of debating because the majority of them dont actually they visit their districts in very small amounts of time typically around fund raising if were talking about senators before the most part theyre theyre getting bundled in bankrolled by large corporations and lobbyist so theres a very little connection between them in the places that they actually serve and the ear that is often listened to the most or that you know that spoken to the most is that of the lobbyist in the special interest not that of the everyday american i think that we resolve this definitely at the crash of 08 which i do think that president Obamas Administration did as much as they could could there been more obviously i think there was a lot of hag
The chart. Shows. They have about 1000 i think theres a koala thats also going and i was able with someone of that kind of a look at that. Greetings and sally you take. All right just when you thought the 2020 reality 6 show series couldnt pack any more twists and turns in steps this seasons big bad im talking of course colbert 19 to slap the United States president Congressional Republicans and viewers like us right upside the head i mean i am. And all the fallout from the brand name and chief bout with covert is still yet to be determined the Government Run Health Care currently nursing our president and his covert stricken administration has apparently been bang on with even the president tweeting doctors and nurses and all at the great Walter Reed Medical Center and others from likewise credible incredible institutions who have joined them are amazing tremendous progress has been made over the last 6 months and fighting it this pledge with their help i am feeling well. Which is rat