Earnings we start off with the one chart in the market that seems to be getting no attention check out the xrt, the retail etf up 12 this year the xrt taking another leg higher today on the back of a strong retail report is this retail recovery for real and if so, how are you playing it brian kelly, kick us off. I think theres a couple Different Things yes, there is a retail resurgence i think a lot of it had to do with the stimulus, but a lot of it had to do with a change in the way people are working the top five to ten holdings are heavy ecommerce, overstock, etsy, wayfare. Be careful what youre talking about in extrapolating this to mall based retailers i think mall based retailers are going out of business. This is the new wave of commerce its ecommerce. I do think that continues. The caveat is it would only get stim stimulus and people dont have that 600 check dor, do we get stalling in this do we get a stalling with walmart . Maybe theyre not as exposed to the stimulus check sin
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
That we had someones back to show support compassion and we used to shake hands you know create somebody and we used to offer a hand when you were actually helping someone literally with the los things from now on using is going to be a sign of careless less ignoring as opposed to where they were before or will always touchy feely behavior becomes sort of an acceptable thing as a social norm. I think to some extent and for a period of time and mean once we get the you know. The antidote to the virus and maxines i think that people will get get back to tension and kissing and and hugging each other you know we are mammals were built to touch and kiss and hold each other and i do think that were going to be more careful with people that we dont know. I think were in an age of transparency in age in which you get to know somebody very well before the touching starts and before the kissing starts and i think this is particularly. Important for singles because you know when youre married to
Apply sovereignty why in the world that term it 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 all done intentional to be confusing or is theres clearly showing some kind of trepidation before they make the decision go ahead dipshit. Sofar that corner thing or kind of names im not the real name we should be the cleric and state there is no other day larry because as you know we have no intention to have any rights d but its yes we being in those territories knowing penchant for os that it is not yes or there are divisions there were just that talk to legs and do so by the end of the day they would do it its. Very simple we are dealing with it. Im not sure its going to have. You know i dont know if its supposed to be in the me old go there because its the offer i feeling is that or should go oh. This is let this tho
Hello and welcome to crossfire were all things are considered on Peter Lavelle unilateral an expression of occupied territory is egal under International Law but this is exactly what Israel Intends to do when it comes to the west on this edition of the program we discuss why israel is doing this International Reaction and the fate of the palestinians. To discuss this and more im joined by my guest ramsey route in seattle hes a journalist and author and intel obese. We have gideon levy he is a columnist for products are actually crossed out rules in effect and he can jump to become 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 yannick station of the west bank theyre calling it applying sovereignty why in the world that term it 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 exactl