Reportedly uncovering Quality Control concerns at eli lilly plant set to manufacture its covid antibody treatment and apple debuts the new 5g phone line speedier devices, also coming with an even heftier price tag carl, back over to you. All right jim, on the banks this morning, conversation once again about loss provisions. Also about bond trading at goldman. I dont think it is just bond trading. I think goldman did a remarkable job taking some share, which i say remarkable because imagine youre at home, zooming and taking sharefrom others. I do believe that goldmans back to its old ways which is that it is a dry cleaner it doesnt have any risk remember, dry cleaner, what do we do with the dry cleaner give them our clothes and pick them up and they make money. That has been the goldman way until a couple of years where i think it got wayward where it became much more about, hey, lets invest in this, invest in that, no, to me, what theyre investing in, that i really like, theyre invest
Speaker pelosi and secretary mnuchin set to talk this morning after House Democrats roll out a new scaled down pandemic aid bill and calling it a propagator of disinformation, why the Biden Campaign is blasting facebook ahead of tonights president ial debate jim, david, good to see you guys, welcome back im taken aback, jim, by your tweet a moment ago about stimulus and sort of a fatalist i can view of what the restaurant sector is facing in this country. I will be candid, we ran out of ppp about three months ago, some of us have just decided to pay lots of employees to do nothing and its been its done they had a chance. I think they made a decision that you would have to keep these people on until we had a vaccine, so Neither Party agreed to anything and its too late. Theres nobody to give ppp to for the most part in restaurants except look, the winners were darden in the Small Business side, we know that they were viewed as nonessential, they never snapped back unless they had someth
The election . Were primarily stock pickers, risk managers and try not to have make row view. We werent surprised nor would we be upset if the market was down a lot. We look for areas of real opportunity. Stock pickers, you have been in touch with the Company Since the election, are people feeling about Better Things . You know, i think there is some thought that there will be some change in certain areas as far as regulation related to certain industries, but for us, the idea is to find the handful, a small handful of investments where we think we have a lot of upside, not much downside and where we think were going to earn a good retu if the environment in macrosense never changes. Its amazing when you do that and the research is right, its amazing how many positive surprises end up happening because you protected on the downside. Lets let people know what do you and how you do it. Half a billion in assets under management with just about 20 names, is that correct . 20 to 25 names, a
The election . Were primarily stock pickers, risk managers and try not to have make row view. We werent surprised nor would we be upset if the market was down a lot. We look for areas of real opportunity. Stock pickers, you have been in touch with the Company Since the election, are people feeling about Better Things . You know, i think there is some thought that there will be some change in certain areas as far as regulation related to certain industries, but for us, the idea is to find the handful, a small handful of investments where we think we have a lot of upside, not much downside and where we think were going to earn a good retu if the environment in macrosense never changes. Its amazing when you do that and the research is right, its amazing how many positive surprises end up happening because you protected on the downside. Lets let people know what do you and how you do it. Half a billion in assets under management with just about 20 names, is that correct . 20 to 25 names, a
The election . Were primarily stock pickers, risk managers and try not to have make row view. We werent surprised nor would we be upset if the market was down a lot. We look for areas of real opportunity. Stock pickers, you have been in touch with the Company Since the election, are people feeling about Better Things . You know, i think there is some thought that there will be some change in certain areas as far as regulation related to certain industries, but for us, the idea is to find the handful, a small handful of investments where we think we have a lot of upside, not much downside and where we think were going to earn a good retu if the environment in macrosense never changes. Its amazing when you do that and the research is right, its amazing how many positive surprises end up happening because you protected on the downside. Lets let people know what do you and how you do it. Half a billion in assets under management with just about 20 names, is that correct . 20 to 25 names, a