First republic and theyre not my main bank. Charles get the kisco ball . Liz disco ball, of course. Doesnt work if you dont have the disco ball. Chris thank you for the trade. The stocks are wiggle around here and anyway and the majors began losing afternoon gains after around 2 00 p. M. Eastern, thats when the Federal Reserve released the Second Quarter senior loan officer Opinion Survey and Dow Jones Industrials was already over the map and and the banker tightened a quarter for all loan categories and consumer real estate and auto loans and survey rerespondents and considering that on this last day of july and regional, zion, key, and top seven winners over the last 31 days and look at which index was on pace to grab the best performer of the month. Gold medal and big tech sucking up the oxygen in the room and turns out small and mid cap stocks rob the nasdaq of the win. We have 59 minutes left to trade on russell 2000 looking to close out july with 5. 8 gain. Nasdaq this, dont get
Area real estate but in the stock market, tech has regained, even expanded its leadership the nasdaq is having its best first half in 40 years, up 30 apple 3 trillion market cap nvidia tripled netflix is back. The socalled magnificent seven are responsible for the rally. What now the Economic Forecast got better rates may have peaked. Yet, tech is flat since june 15th are we at the beginning of a new run for check, or is that it is it time for the rest of the market to catch up here is dan, founder and senior portfolio manager. Dan, good evening to you and thank you so much for joining us lets start really basic where do we go from here this was the half that denied a lot of folks expectations. Well, you really have a big surge following nvidias results. Go back to the report on may 24th since that period of time, the s p is up about 70 and nvidia is up 40 . That took the s p from 4,400 or so and, so, i think, you know, thats driven obviously by valuations and multiple expansions we ha
princess bride great movie, great movie. he confronts the person killed his father and he says offer me money. offer me power. i don t care. if the consequence of that is losing money then so be it. the journalists china lectured the generic bad boy conspiracy theory but he shoved it right back in his face. there are some tweets they sin to be or at least give support would call others conspiracy theorist. conspiracy theories aren t always true. the hunter biden laptop. twitter and others act in suppression of information i was info they need to be told to the public that s horrible that s like interference. greg: the media hall monitors are mad at a guy speaks his mind. first of all he s like the at least an interesting post or dissolve in clever or does not have any town fort and just really want to. under think i dread going to a site can trigger you see the dumbest stuff is underneath smart people. he turned twitter on many different fronts a vehicle for t
princess bride great movie, great movie. he confronts the person killed his father and he says offer me money. offer me power. i don t care. if the consequence of that is losing money then so be it. the journalists china lectured the generic bad boy conspiracy theory but he shoved it right back in his face. there are some tweets they sin to be or at least give support would call others conspiracy theorist. conspiracy theories aren t always true. the hunter biden laptop. twitter and others act in suppression of information i was info they need to be told to the public that s horrible that s like interference. greg: the media hall monitors are mad at a guy speaks his mind. first of all he s like the at least an interesting post or dissolve in clever or does not have any town fort and just really want to. under think i dread going to a site can trigger you see the dumbest stuff is underneath smart people. he turned twitter on many different fronts a vehicle for t
86 points. If youre looking at the treasury market, this has been our big interest point. Right now it looks like the 10year is back where it was yesterday, not back above 5 even though yields are a little higher. 2year is at 5. 08. Crude prices around 85 a barrel this morning, wti is up 3 cents, and then crypto is on fire. If you check out sessions this morning i dont know why i say sessions. Bitcoin is always trading, never stops. Just above 34,000 this morning. Meantime lets talk about todays squawk planner. Boeing, norfolk southern, and tmobile. After the close well get reports from meta, ibm, and mattel. And as joe said, the drama continues for speaker of the house. Tom emmer ended his bid. Dozens of larms and former President Donald Trump expressed opposition to his candidacy, last night choosing mike johnson as their next nominee. A social conservative from louisiana. Hes a former analyst and radio host and served on president trumps defense team during his two impeachment trial