The nasdaq at 2. 0 we can buy the stock we can buy the recovery stock once we get a vaccine. We have people returning to the cities we buy the apartments. We have a lot of people eating at home will soon eating out again with a vaccine so not by the food packet place and the restaurant thats adventure wisdom. After a huge run over the last week and a half where the market is very over bought and a ton of strategists raising 2021 dramatically i am going to articulate a different field, a caution one it never works out that everyone wins i am going to sigh at tay at th beginning. I dont think all of this will happen you got to know, maybe have some cash if stuff happens, you can use the buy. First, it is terrific that we can see through the valley of the shadow of covid. Jesus, we are seeing at insane number of new infections here to the point where hospitals are overwhelmed. While we gotten much better treating the virus, it is undeniable we are approaching a triage situation. Not good
President trump commenting on negotiations yesterday at the white house. They are also meeting, it actually be done before our meeting, i think we have a good chance of making a deal. I think they want to make a deal, they are losing, Many Companies are leaving because of tariffs, they dont want to pay tariffs. Dagen european trade going down on a different path, 4 billion in trade value, pasta, cheese, whiskey, metals and chemicals. Fixed Income Portfolio jack mcintyre, good to see you as always, what to make you look at fixed income, you look at the bond market, 10year close to 2 but the s p at new alltime high, who is right, because the fixed income market treasuries say slow do you know slowdown ahead . Believe it or not, they both can be right. For that to happen you need noninflationary growth because thats whats driving the fixedincome markets, obviously whats driving equity is the idea that hey, the fed is going to cut maybe 50 this month and weve got some growth, so as long as
Congratulations on your new book titled when it sells all. Ive been a big fan of your work for many years and its great to see all your great reporting put together in one book. So congratulations. Thanks so much, eugene and i think you know as well a big fan of your work over the not amazon is not an easy company to cover and so for our fellow reporters who do it really well for a long period of time i just have the utmost in you and yours, sir. Youre at the top of that list. So a thrill to chat with you today about this. Great. Thanks. So to start off, i wanted to ask you about the of your book winner sells. What did you try to convey there . It seems to reflect, you know, both amazon and walmart. They want to sell everything. But at the same time, youre the conclusion of your book seems imply that theres going to be many winners at the same time. So whats kind of your thought there . Sure. So i think what i was trying to get at with the winner. All title is there was a period of tim
Congratulations on your new book titled when it sells all. Ive been a big fan of your work for many years and its great to see all your great reporting put together in one book. So congratulations. Thanks so much, eugene and i think you know as well a big fan of your work over the not amazon is not an easy company to cover and so for our fellow reporters who do it really well for a long period of time i just have the utmost in you and yours, sir. Youre at the top of that list. So a thrill to chat with you today about this. Great. Thanks. So to start off, i wanted to ask you about the of your book winner sells. What did you try to convey there . It seems to reflect, you know, both amazon and walmart. They want to sell everything. But at the same time, youre the conclusion of your book seems imply that theres going to be many winners at the same time. So whats kind of your thought there . Sure. So i think what i was trying to get at with the winner. All title is there was a period of tim
Congratulations on your new book titled when it sells all. Ive been a big fan of your work for many years and its great to see all your great reporting put together in one book. So congratulations. Thanks so much, eugene and i think you know as well a big fan of your work over the not amazon is not an easy company to cover and so for our fellow reporters who do it really well for a long period of time i just have the utmost in you and yours, sir. Youre at the top of that list. So a thrill to chat with you today about this. Great. Thanks. So to start off, i wanted to ask you about the of your book winner sells. What did you try to convey there . It seems to reflect, you know, bo amazon and walmart. They want to sell everything. But at the same time, youre the conclusion of your book seems imply that theres going to be many winners at the same time. So whats kind of your thought there . Sure. So i think what i was trying to get at with the winner. All title is there was a period of time