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
From the fou tour. Two owe posing ways to play the semisector and how to keep digging when at the end of a mine its time to risk less to make more options action starts now. As we just mentioned. Interest in options trading seems to keep growing by the day. So bob has at least part of the reason why good to see you options trading has become the new Sports Betting millions staying at home have discovered Sports Betting and it has created options trading. Trading in equity options hit new highs in november continuing a trend that began earlier in the year equity options trading is 50 above last years level yeartodate on all of the options platforms. Much of the activity has occurred in out of the money call options with much of it in day trading. Buying in the morning and getting out in the afternoon analysts say that might make some sense if you only have a limited amount of money to invest, buying options at 1 or 2 may make more sense than buying a tesla or amazon or apple if the stoc
John malone with the legendary media icon has to say about the covid19 virus, direct to consum consumer, streaming, so many other topics we hit in our hour long shutdown. The ceo of goodrx, we had him last week, since then, amazon came into the business what does it mean for his business carl, well ask that question amongst others. Yeah, thats good stuff for this hour, guys. Jim, we talked for last week and a half about the fact that a path to the vaccine would face some setbacks and clearly new york city schools, new state of emergency in wisconsin, speak to that i think that one of the things that we needed was a bridge, which would be stimulus, to the vaccine we dont have the stimulus were getting terrible numbers, we have half the country that thinks the numbers are okay, given the fact that the death rate hasnt skyrocketed. We have the other half, were saying, look, if we dont do something about it, then the Healthcare System is going to be overwhelmed. In that scenario, it is ver
That could spark an ugly storm for investors in chinese stocks. Just back from asia, undersecretary of state for economic growth, keith crock, is here live to react. He will reveal the new weapon our government is using to counter chinas fastgrowing technological might. The deadliest day of the coronavirus pandemic, now at this hour has los angeles going into full lockdown mode. We are on the ground in l. A. As businesses shutter in realtime. From College Dropout to ceo, the youngest selfmade billionaire in the world with us live on the day his tech company goes public. Discussing the risks he took that triggered his laserlike rise to the top. First, we begin with a fox business alert. The tweet heard round the stock market with billions in Coronavirus Relief at stake. House speaker Nancy Pelosis deputy chief of staff just put out this tweet in the last hour and a half that used covid relief and as soon as possible in the same sentence. The tweet confirmed that the speaker and Senate L
Impact of stayathome and lockdown orders. Will america accept drastic changes in the way this years holidays are celebrated . We are going to get into it. The situation has brought stimulus spending back into the spotlight. President trump has stepped away from the discussion, leaving leader mcconnell and speaker peloo w tkhing thi thi ou we believeveve the ty ayyti s dee tit t tirusirir andhehe sll a b highhigh. Lst ss acks ilnow 30 yestyeday,yeda wdal ounacaybe be 0 ts mog. In s s up. Aq isdor a f gai g gff maybe be. Plenpl of pl oreenensens fy mog. N lookow l at at is. Is n h sliocialiialili a a a sta d n. Nsocialist jisoe mancn. N. Thatictu reictuicpetuolumesol t ttp split spl spl among democrdeats. Ats. S. S. S. Sp the mtheayayf chicagohiitut aut ma shohognt a a a bullho while celebrating the Election Results. Risky behavior. But iloLori Lightfoot just cancd thanksgiving in her city. Okay to celebrate the election but not the all american thanksgiving. Its going to be a great show