Were these demonstrations over the Christmas Period targeted in small pockets or widespread . Dan mostly small pockets. Targeted at shopping malls in particular, looking to hit the retail sector, which has really been battered by six months of protests. We saw clashes at shopping malls. 20 people were injured. There is another rally tonight, in a suburban area of hong kong, and a couple over the weekend, all pointing to the big rally downtown on new years day. Matt what are the plans for that big rally, further protest . How organized is this movement . Dan the Group Organizing the een convening some of the largest rallies we have seen. There are various elements of the protesters. Siderganized side, the that tries to abide by laws, and then the frontline protesters, the ones lighting fires and battling the police, and a sort of work in parallel. On january 1, thats organized by a group that tries to get police permission. That is pending right now. We are likely to hear about 48 hours
If you bought it at four, thats the problem inflation wise, youre not necessarily down with inflation falling. You no he know what im saying youre going to make money because eventually theyre going to come down. Thats what i dont understand f youre telling me right now this isnt a good deal, youre telling me that im going to be able to get the ten year. Im telling you two things. Youll get your principal back and it is part of any diversified portfolio to have a large part in bonds where you know youll get your principal back thats all i can guarantee you. Year. 2 years from now, if rates fall and inflation goes down, wake up at 3 and you lock in higher rates, they always make a mistake in the bond market. Back here is what i was really thinking, i was asking experts about this this morning, we are getting into hazy territory because we are going cross discipline here. Im looking at 4. 4 and im thinking isnt there a 4 rule for 401 k retirement . At what point do we go to the territory
Were always keeping an eye on tech. For example, apple share, can they stem what has been a sevenday slide . Chip stocks, though, continue to outperform. And the other big story, that weight loss boom and novo nordisk overtakes the market. Market reaction to the jobs number, not just the headline and the unemployment at 3. 9 but revisions taking about a third away the last couple of months. I think those of us who are used to the precision of Artificial Intelligence and generative a. I. Are just in shock that there could be a number thats this far off. This is the kind of thing that jensen huang could solve with his eyes closed. Why its so important, this takes away what was the hot number that made us a great threat and took away a spring rate cut. 3. 9. We know they remind me of the dow jones average. Very interesting headline, but its not really whats at the guts of this, but in a political year, what that says is, hey, look, the economy is slowing and maybe the fed should have pres
25 of the jobs in america and close to 25 of the nations gdp. Right now, they are feeling good about the economy. A brt survey came out which suggested the rating right now in terms of how they feel about the economy climbed 11 points to85. That is a little above the reading83. Feeling good about the capital sales. Those are up double digits from the last quarter. Plans for hires have particulared higher. They sent out a survey asking ceos and if they think Government Policies are undermining American Free enterprise. 75 of ceos think that. Of those who answered yes, 92 partly s92 cited over regulation. We will talk to the ceo as and what they would like to hear from the administration and what they feel is most important to growth policies in the United States. Thats what we are talking about with the ceos today. I can forecast whats coming. Some buyback stuff. They dont like those. Corporate ceo compensation stuff. A lot of different populous rhetoric coming out of it. What is weird
Corrosion but the need to believe in something otherwise, youll miss out on amazing opportunities this market affords you and saw some play out even as the averages were not so hot. Those were well off the lows and i think we have a big problem here on wall street. Thats where im located right now, wall street but simply most people dont trust the market anymore they dont ceos. They dont trust individual companies. Just endless skepticism and little sincere belief. Im playing around a whole series on why we lost faith in the market most people have given up on owning pieces of individual companies, a lot goes down to the fact that daytoday action doesnt make sense trying to gain things. Not showing up or downs for reasons that have nothing to do with underlying companies. But there are moments when the market works like its supposed to i have two nondysfunctional examples most highly gettable. I know that because we own them for my trust eli lilly had a tremendous quarter. It could be