Policy adviser, former high ranking Government Official and author of numerous books and reports on china. I know dish can tell you definitively that mike has really changed the u. S. Militarys thinking back a number of years ago he was sent to china to collect Chinese Military writeings and was the First American official who reveal what the chinese were telling themselves behind the scenes was quite different than what they were saying in public but how they wanted to be friend with the world, and it really had a tremendous impact on understanding the militarys view of the peoples republic of china. His book is a landmark book, most recent book is the hundred year marathon chinas secret strategy to replace america as global super power. This book is really a fascinating look and is probably one of the only places in public where youll find information about chinese defectors, people from within the Chinese Communist party system who reveal what is going on there. Before mike speak is
A few years ago. This is an Interesting Data play that s. A. P. Made here. Qualtrix youre able to ask questions in your organization, collect some of that hard to get data and use it to improve processes. Dell seems to be looking to do the opposite but it says something about the way that the Big Enterprises are thinking about their assets this is one of the busier weeks i can remember, the back to back. And it will be huz i think one of the Big Questions is it sustainable. Are we going to continue to see that continue. We saw with netfli and that a lot of future Revenue Growth was pulled forward even if microsoft you said the cloud was not quite perfect. Question, a surge, but it was not as good as it has been investors were a little punishing towards that it may set the stage, and in the meantime amazon really leading the way up 65 year to date with a number of price target hikes this morning how high can they go, right, carl we were just having that discussion with john chambers. An
Record highs that has the nasdaq setting a record as well better than expected home sales in the u. S strong activity numbers out of europe as well uk, australia to name but a few. Were up, sarah, nearly 1 on the s p 500. Ahead on todays show, a big first on cnbc interview with howard marks fresh off his latest memo. He said the odds are not in investors favor and whether he sees any opportunities right now in the market plushgs connecticut has certainly seen an encouraging dropoff in coronavirus numbers of late. Well ask governor lamont about his advice for states like florida, arizona and texas that are seeing their cases swell and how hes trying to keep those cases out of his state lets focus in on the big stories were watching mike santoli tracking todays rally. Meg terrell has the highlights from Anthony Faucis congressional testimony and phil lebeau is covering another volatile session with the Airlines Start us off with the Broader Market on the three month anniversary of the ma
Mcdonalds, disney and goldman sachs. Todays move higher though, putting not even a dent into this weeks losses and the dow is down a staggering 12 just since monday once again, a big story, energy. Check out oil. This time the opposite of yesterday, surging 24 thats its best day ever the u. S. Government considering some political talk or action to get in front of that saudirussia price war thats going on and flooding the market with oil and well have much more on that during our big hour straight ahead, but first, though, lets talk about this historic moment at a time for investors and trying to figure out what you should be doing right now with your money in the short, medium and long term and joining us is scott maynard, and one of the few who expressed worry about these markets even before the health scare, scott i would imagine your portfolios are holding up pretty well if so, what are they composed of what does scott minerd know right now . Weve been invested pretty conservativel
Brennan and jon fortt at post 9 of the New York Stock Exchange stocks rallying today with that trade deal reaching phase one in the books. Banks, earnings season capped off nicely by Morgan Stanley dow closes above 29,000 yesterday for the first time and we see s p 500 up over 3,000 for the first time guys, good morning. Chris, the question ive got this morning is where do you find opportunity in a market thats been roaring like this . You look at the growth fund, also small caps are small caps a place where investors should be paying more attention . They arguably havent run quite as much. I spent the last two days meeting with about 30 companies, small to midcap. And the excitement in the hallways at the conference were quite good the opportunities are very specific, though i think you have to look at the end markets. You know, data center recover will be better this year 5g weve talked about, infrastructure and devices but we also see Software Security, clearly after the iran situat