Thank you. The next item on the agenda. 2 proposed action approval of the minutes of the Health Commission meeting of may 7, 2024. Minutes of the meeting of may 7, 2024. So moved. Second. Is there any Public Comment on the item . We are on the minutes. There is usually a person that comments on the minutes and wanted to make sure you are aware we are on item 2. I dont see any hands. All in favor say, aye. Aye. Any opposed . Wonderful. Thank you. The next item. General Public Comment. At this time members of the public may address the commission on items that are within the subject matter jurisdiction but not on the agenda. Each Public Comment may have two minutes. Each individual is allowed one opportunity to speak per agenda item. At this time, members of the public may address the commission on items of interest to the public that are within the subject matter jurisdiction of the commission that are not on this meeting agenda. With respect to agenda items, your opportunity to address
Thank you. The next item on the agenda. 2 proposed action approval of the minutes of the Health Commission meeting of may 7, 2024. Minutes of the meeting of may 7, 2024. So moved. Second. Is there any Public Comment on the item . We are on the minutes. There is usually a person that comments on the minutes and wanted to make sure you are aware we are on item 2. I dont see any hands. All in favor say, aye. Aye. Any opposed . Wonderful. Thank you. The next item. General Public Comment. At this time members of the public may address the commission on items that are within the subject matter jurisdiction but not on the agenda. Each Public Comment may have two minutes. Each individual is allowed one opportunity to speak per agenda item. At this time, members of the public may address the commission on items of interest to the public that are within the subject matter jurisdiction of the commission that are not on this meeting agenda. With respect to agenda items, your opportunity to address
And then we have the fullyear forecast of like industrial names you need in your portfolio. And wall street pessimism jamie dimon and others having sharing their view on saudi arabia. And good morning to you, im alix steel along with my cohost guy johnson. It is good data here in the u. S. Guy good data for the u. S. And not for europe. The pmi data, a real gap beginning to emerge in terms of economic performance. It will be fascinating to see how the ecb addresses that. But you have the story when you look at rtx, ge, and 3m today. All the stocks are doing well. It is fascinating. We talk about what is happening with the end industrial economy of the states and is it counting back . Alix above 50 and they are being rewarded for the beat. It is a story that is exacerbated by the positive data. Guy are we talking about this just because tech has not arrived yet . Alix probably. Guy they will be out later. Are the industrials in position where they can take in peoples portfolios . Will w
Live from new york city, good morning. What a week ahead. Nobody earnings two days away. Coming into monday nvidia earnings two days away. We are picking up on the sent of capitulation at Morgan Stanley. Mike wilson has a new year end price target, 5400. The old price target, 4500. A wider range of outcomes and opportunities. Lisa he talked about the fact it is getting harder and harder to have any broad assumption where the market is headed. A lot of analysts have been head fake by a lot of different cycles that are overlapping and prolonging this recovery. Annmarie Jonathan Mike wilson will catch up with us tomorrow morning. That follows Deutsche Bank lifting the 2024 forecast. Looking for 5500 year end. Annmarie i think the biggest data point we will get this week that will decide the direction in the short term is going to be nvidia. Going back to Morgan Stanley, macro outcomes have been in, increasingly difficult to predict as data has become more volatile. That is the theme on th
Be, i have to make you understand this stuff. Let me use the impact of these glp1 weight loss drugs as an example. Now these medications made by novo nordisk and eli lilly has multiple uses, and theyve become one of the most powerfully disruptive concepts ive ever seen in all my years in this business. I call them concepts because theyre not yet a reality. That doesnt seem to matter to wall street. We own eli lilly for the Charitable Trust and talk about it endlessly and do so with a reason. Its drug might become the greatest selling pharmaceutical of all time. The house of pain all aboard well, you know, im excited. It just hit an alltime high today of 605, up 25 in this one session. So after a day where the dow gained 66 points. The s p climbed 0. 43 , the nasdaq jumped. 71 , the way concepts seem to get ahead of themselves in the stock market. Let me set the stage. Weekly injection drugs that help people with type 2 diabetes by lowing their glucose levels. Novo nordisks drug called