Didnt hear an apology. So no apology last night, he says. And certainly from what we heard today of her on the floor, none today. She spoke in the chamber and she didnt apologize. Well get to that in just a second. But first, before we go any further on her excuses and finger pointing we just want to pause for a second and just let you listen to her words and views that got her and all of us to this point. These are her words. Its her bigotry. And these are her Conspiracy Theories. Her words, her bigotry and her lies. Many americans are like blind sheep, just going through life not paying attention. There is an islamic invasion into our Government Offices right now. How do you get avid gun owners and people that support the Second Amendment to give up their guns . Maybe you accomplish that by performing a mass shooting into a crowd. You make them scared. You make them victims. And you change their mindset. The socalled plane that crashed into the pentagon. Its odd, theres never any evi
You know what, there has been a persistent bid as we call it underneath this market for months, despite the virus and the unemployment it is a puzzle enigma. I am trying to figure out why people keep buying i had an epiphany last night i was going over preparations for my monthly club talk this time looking at it through the lens of the election, it is only 20 days away. You know what . Of the 32 stocks we own for the trust, fully twothirds of them would do better under a biden presidency that caught me by surprise we were trying to bail out the election honestly i have been under the assumption that the market may take a hit if biden wins he wants to raise Corporate Tax and Capital Gains tax and rich people pay your own stocks. Is that good policy . I dont know given biden has been getting some incredible poll numbers the last few weeks it has become a real possibility. Many of you assumes it is bad for stocks thats what i thought or at least what i thought before my big club call rev
You need to prepare yourself for some intensity all the most Important Companies in this entire market. I do not have time to kofcover of these let me tell you what to look for from the biggest names there are so much tech they think tech is done, especially the big dog, microsoft, apple and facebook. It was driven by a belief that the economy is about to get stronger because of a stimulus bill and the only way you should play is sell, tech and buy the industria industrials. Well, we are going to get to see this it is probably not until the election take monday. We are from otis worldwide some people see this as a stimulus otis is more of chinese elevaorr maintenance. Biden stock, people perceive biden is being soft on china monday night, two major tests, i keep on telling you about the bull market. Listen to nxp. The other there are periods of happening. They dont last that long. Few companies are more richly. Tuesday morning we get results for some big drug companies. Pfizer and merc
Life throws at you. Vo find free Adult Education classes near you at finishyourdiploma. Org oh, you think this is just a Community Center . No. Its way more than that. Cause when you hook our community up with the internet. Boom look at ariana, crushing virtual class. Jamol, chasing that college dream. Michael, doing something crazy. This is the place where we can show the world what we can do. Comcast is partnering with 1000 Community Centers to create wifienabled lift zones, so students from lowincome families can get the tools they need to be ready for anything. Oh were ready. Fox news anchors and two attorneys for donald trump were hit with 2. 7 billion lawsuit in new York State Court Voting Technology Company Smart maddox along with protrump attorney Rudy Guiliani and sydney Powell Pedaling lies about the country trying to steal the 2020 election. Quoting the earth is round the election was not stolen, rigged or fixed. These are facts. Smart maddox only provided services in one co
The move in Interest Rates, the impact, if any, it could have on that tech trade. Josh, ten year, 78 basis points, 30year highest since june is this going to be a big risk for that growth trade . Im not sure. It certainly could be. But heres the way that i think we want to think about this. If you go back to february of 2018, that is when the curve peaked, right . Then we had several scarce where we thould we would have a thought we would have a yield curve above those levels but were not there and every time we gotten to that level weve had a big fade what i do think is happening now that is notable, theres a big catchup under way, Small Cap Value is on fire Small Cap Value of 5. 5 over the last three days and large cap tech is not giving up much while thats happening it possible you could have both things working at once i still think that if you get the big cap tech names hanging up there toward highs and not serving as a source of cash and then you get this big catchup trade in the