Markets. Dow is up 181, 30,150, all three of the averages setting record highs today. Shannon, you have made some very interesting moves in your portfolio, both what you have trimmed and what you have added to first to what you have trimmed apple and microsoft. T tell me why. So really two different stories here, scott. First of all, ill start with microsoft. As i talked about on the show, this is our Largest Holding and remains a very high convince for us we still have a lot of confidence in azure and the endtoend software it offers but from a portfolio perspective, it was time to trim apple, weve seen a significant runup, 75 in the last year and we really feel like a lot of that has come on multiple expansion. Weve gone from about 15 times to about 27 times. Although we do believe in the services storyand the mo monetization, we think there are better opportunities we trimmed back from a market weight to an underweight were going to continue to hold the stock and maybe look for oppor
Military leaders and u. S. Allies and the senior figures in trumps. Republican policy have all warned of the dangers of putting too many troops out before the conditions are right. I think its extremely important here in the next couple of months. Not to have any earth shaking changes with regard to defense and foreign policy. Think up or ship, it is drawdown, and either afghanistan or iraq would be a mistake. Well, lets not get the view from iraq al jazeera somehow to feltons and back that the reduction of u. S. Troops in iraq to 2500. 00 is not that significant in light of the drawdown that already took place earlier this year. In january, there were 5000. 00 troops present in country that number was reduced to 3000 as of september and of course, the political and security context that precipitated this reduction was rather complex. Back in january, we had the u. S. Assassination of iranian general custom still in miami, as well as other iraqi officials, which prompted the parliament
Country and about what that is what i keep doing to this day my names maggie suv and i work at g. W. According to my fitness ive already taken 2628 steps today and i got 7 hours of deep sleep thats about average this devise can even determine my mood seriously but is that really a good thing how healthy is self optimization or topic today on shift. Get enough exercise eat the right food have i had enough water today am i really. Enough according to a recent survey about 33 percent of the global population has already tried out Digital Health trackers the market for fitness wearables has tripled since 2017 and it looks set to grow much more say experts why are we so obsessed with self improvement and is there something wrong with us not according to a psychologist you wouldnt mind a stall. Principle. Is a part of our developing further which is one of the human fundamental needs its a part of all of us but there is a difference when we talk about self optimization this entails reaching
For a 2nd and to another big factor in this election to the course the coronavirus pandemic the u. S. Has hit with same you figure is 7000000 cases 200000 deaths i think huge numbers the biggest in the world and this is how significant is the coronavirus and then it kind of bathed in this election one would have expected it to be the number one story all the time but we are living in a time of economic crisis now the replacement of the Supreme Court to go with another justice i think actually the biggest significance of this judicial appointment has to do with trying to distract the public from the underlying failure to address the cole did challenges coronavirus hooley and swiftly in a coordinated fashion. Will this make a difference when we look at the poll numbers they have been sort of frozen. A significant. Lead for joe biden and it appears no matter what the headlines are that different stays the same so i suspect what makes this particular election different is just how stable t
A very outspoken and. Lobbyist ok if she is indeed the nominee how is. Confirmation is a scar indeed. Well some white house official actually warry that judge barrett he might gallon eyes not only democrats but also suborbital women and independent voters who would have favored a more mainstream pick but however barrett has been far only whetted by conservative groups and im less there is something lurking we dont know about the republican dominated senate will appoint air as the late successor of late are b. G. As they know that only need a simple majority to process and right now all indications say that they have these votes with only 2 republicans objecting objecting to the nomination happening so close to the election and already this nomination is plagued with controversy for lots of reasons some of which weve just talked about but also because of the timing coming just weeks ahead of november the november 3rd election how is this playing into trumps reelection strategy. Well it