Value and cyclicals are doing better than tech tech just in the red energy and financials at the top of the pile. Stephanie, are we getting a rotation, the start of something that might last a bit longer than it has done ever before well, you know my position. I own a bit of growth and value. Im hoping value has its day in the sun. What you need for value to work is better growth and also a higher expectation for inflation. While we are Getting Better growth sequentially. Youre not getting anything close to inflation look at the ppi numbers today. I think this is why a barbell strategy makes sense people will still want secular growers that can participate many some very powerful themes you want to be price selective but you want to have exposure there but exposure to the cyclicals if you believe the growth is going to improve and that will lead to inflation. My supply is up 25 year over year thats a big number. That will come home to roost, i think. One last point, i would say on valu
It was hardly a brief. If i used all the info he provided me, i would be speaking longer than the minutes assigned to bill himself. So i wont do that. I cut it down considerably. Bill has a 56page cv and its not packed with anything trivial. Ill come back to his scholarly contributions. Let me start with his titles, some, a few of his titles and honors. Sociologist William Julius wilson is the professor at Harvard University and at the time of his appointment in mean 95 National Media covered his addition to harvards dream team of africanamerican intellectuals including henry lewis gates jr. , a 20007 fellow. I met bill when he was at the university of chicago and a major force there as hes been everywhere. And i was a slightly younger scholar then and he was incredibly supportive as he is. Hes a mentor. He started his teaching and Research Career in 1965 at the university of massachusetts amherst. Shortly before completing his ph. D. In Sociology Graduate Program at Washington State u
Place in five cities across the United States with hopes by the administration of Building Community trust. For the first warty five minutes this morning we will learn more about this. But we want to get your thoughts on the Justice Departments efforts overall and looking at racial bias in Law Enforcement. Here is how you can weigh in this morning. For democrats host we have a mind set aside for those of you in Law Enforcement host this was announced last week by the Justice Department. Eric holder, holding a press conference to talk about it. Here is the ap headline feds launch police bias study. They talked a bit about what was involved in it, including bringing up what happened in ferguson, missouri. Here is a little bit from the announcement last week. We cannot allow tensions present in so many neighborhoods across america. Not just in ferguson, but in many neighborhoods across this country, we cant allow these tensions, policies, and issues to go unresolved. We each have an essen
Staunch ally Bashar Alassad. Robin wright will join me to discuss. Then beautiful babies were murdered in this attack. President trump says images of children horrifically murdered with chemical weapons changed his mind on syria but how about these images . Could they change Donald Trumps mind on cutting foreign aid . And two of the most important nations met this week. When president xi went to maralago. What happened and are china and the u. S. Destined for war . I have a guest who says yes. But first, here is my take. There is much to applaud in President Trumps decision to attack the assad regime this week. It punished a regime that engaged in war crimes against its own people and upheld a International Norm against chemical weapons, it ended trumps strange flirtation with Vladimir Putin on the middle east and most significantly it seemed to reflect a belated recognition from donald trump that he cannot simply put America First. That the president of the United States must act on b
The white house. But she also slammed the House Democrats investigation as rushed and incomplete. As democrats try to convince republicans to turn on the president , some gop senators think it will be Senate Democrats who break from their party. Lets start with cnn congressional reporter lauren fox up on probably a very quiet capitol hill this morning. Lauren, this one senator were keeping an eye on is the moderate maine republican Susan Collins. The president , though, expressing support for her Reelection Campaign on twitter. Whats going on . Well, certainly the president seems to be launching a Charm Offensive for Susan Collins. Thats a moderate republican who, of course, he hopes to keep on his side as this impeachment grows with more fervor in the senate. We still dont know when the senate trial is going to take place. We expect that mcconnell and schumer will have to negotiate some kind of resolution once the senators return in january from their twoweek recess. But there are som