Screen is driven by not the feds comments, a little boring with the zoom box or retail sales that we got or housing numbers. But what is happening at the mornings Research Meetings all over the country today where the down gained 37 points and the s p dipped and the nasdaq lost 1. 25 . More on that later today seemed like it was dominated by the fed in the amazing snow flake ipo and as someone that helped bring the microsoft ipo to goldman sachs, i know a big deal when i see one. More on the demons the deal unleashed. We had a nice rally going today and thats about what is going on behind the scenes every morning they have a meeting where they pitch the sales force on individual stocks and entire industries as buys or holds or very rarely sells after the pandemic got rolling, almost every piece of research that came out cut numbers. For individual companies and suggested the situation would get worse. The conclusion ive never seen so many sell eric men dae eric men dae er recommendatio
Recover. Jay powell made it clear that the Interest Rates will stay low until 2023, but investors were positioned for a dovish surprise, and there was disappointment he did not provide new details or a further breakdown of the qe program. Perhaps he is saving the option for later. He made clear that the fed has not run out of ammunition. The question everybody is asking, is if this is simple or something bigger. This adjusted Downside Risk is limited. David it is equal it is interesting to position yourself for a surprise. What about other Asset Classes . What about bonds . Scarlet bonds are higher, the dollar has been fluctuating. And credit is down. If you look at tracking highyield credit i am also looking at net gas, it is tumbling. This is another asset falling from august ties. Commodities and especially the energy complex, they move on basic supply and demand dynamics. He was supplies here are increasing. And right now with the weather turning cooler, that would reduce the deman
Purchase it. Of course youre going to want to purchase it for yourself, your relatives, your neighbors and friends because theres a lot riding on what he says. So please go ahead and purchase pauls book and help support this discourse that hes, hes lending to all of us in the next few months and beyond. I just want to say that any night of the week wed be thrilled to have either one of our guests for a p and p event, but getting them together is kind of like a hallelujah moment for us at p and p. I dont know how many of you are counting or have that thing that shows the days, minutes and seconds until the election, but if youre not counting, there are 88 days remaining. Personally, i kind of wish the election was today, but were to wait 88 days. And given whats riding on the outcome, its such an to introduce my old friend and former colleague paul begala. He is going to tell us how democrats could win in america. That would, of course, rid america at least one of the two plagues curren
Secretary of state mike compare arrives in the u. K. I made tensions with china over hong kong and 5 g. Technology. And mollys opposition calls for a pause in protests calling on the president to step down while regional mediators try to end the crisis and people seemed with the sports Human Rights Watch school only unishe premier league to take saudi arabias human rights record into account when considering the countrys take over good from new calls the United States. Thank you for joining us our newly released Intelligence Report has found the British Government actively avoided looking into evidence of russian interference in the u. K. Politics it says the government failed to take action even after evidence emerged that moscow tried to influence. 2014 Scottish Independence referendum the report also indicates the kremlin meddled in the 2016 brecks it vote but its hard to prove while the u. K. Was slow to recognize this threat and the report warns russias cyber capability pauses wha
To discuss this and more im joined by my guest ramsey route in seattle hes a journalist and author and in tel aviv we have gideon levy he is a columnist for products are actually process of rules in effect that means you can jump to any time you want and i was ok let me go to getting in 1st in tel aviv ive been reading that this process of preparing the israeli population and the International Community but the annexation of the west bank theyre calling it applying solvent t. V. Why in the world are the germans sounds very orwellian to me and the way ive been my research of this prior to our our gathering here is that its kind of ambiguous exactly what applying sovereignty is what percentage of the west bank its very unclear is this all done intentional to be confusing or is theres clearly showing some kind of trepidation before they make the decision go ahead. So far that corner thing or kind of names the real name we should be the cleric and. Theres no other they larry because as you