Clearance and go back to doing real estate in new york city. Jared kushner facing growing scrutiny. I dont trust the story. We have no idea if its true. A shoving match on the floor of the state house in texas. Tempers flared over the states new ban on sanctuary cities. Isis taking responsibility for a bombing in baghdad. A man accused of a deadly attack after an antimuslim rant on a train in oregon is due in court today. Former pan yan nan strongman manuel nor yeiega has died. His death closes a chapter in the countrys history. Tiger woods was charged with driving under the influence in florida. He blames an unexpected reaction to prescription medicine. Hes taken quite a fall and hoping that this might be the bottom of the fall. The tiger killed zookeeper in england. The zoo is calling it a freak accident. Human failure. In illinois fire destroyed a good portion of the former correctional center. The prison has been closed for years. All that. Whoa bryce harper, wants a piece of hunte
World in 90 seconds. This is the grownup world now. If he can not handle his job, he needs to turn in his security clearance and go back to doing real estate in new york city. Jared kushner faces agreeing scrutiny. I dont trust the story. We dont know if its true. A shoving match on the state floor in texas. Tempers flared. Isis is claiming responsibility for a deadly bombing in central baghdad. The man accused of a deadly attack after an antimuslim rant on a train in portland, oregon, is due in court today. Former panamanian Manuel Noriega has died. He was 83 years old. Tiger woods is charged with driving under the influence in florida. He claims an unexpected reaction to prescription medicine. Hes taken quite a fall, and im hoping that this might be the bottom of the fall. A tiger killed a zoo keeper in england. The zoo is calling it a freak accident. This is human failure. In illinois, fire destroyed a good portion of the former joliet correctional center. The prison has been closed
Simply trying to understand this onslaught of numbers, it can make your head swim. And you know im into this stuff. Even when a day like this one, dow slipped 67 points, s p dropped. 11, nasdaq advanced. 366 and some disturbing margin trends, but things could change in a moments notice for google. Thats just what happens the distortions caused by all these earnings coming at once are immense. So if youre listening to me, cfos and ceos, please, you need to rethink when you report, you can do it earlier, later, anything but this week youre not going to get the right prices for your stock. With that in mind, lets get right to the rest of the weeks business if theres a theme of weakness in 2017, its the autos. The consensus is the slowdown in car sales could signal that u. S. Industrial output might have piq peaked these are musts. Okay gigantic industrials report tomorrow morning, cat pill hear, 3m, United Technologies and the chatter is all there 3 will report better than expected number
Hello. Is this the right reaction . Last thursday, cyclicals began to rally. We questioned whether it was the time to make that rotational call. So far, the bond proxies, consumer staples, utilities, theyre outperforming the cyclicly oriented type names. You come in this morning, you question whether you want to get back where you have the exposure to the cyclicals. Ive stayed with financials. I think thats the right play. Then the other question is what do you do with global cyclicals, which have far outperformed domestic. Is there more runway there . Do global cyclicals continue to outperform . Thats the question. What is your answer . The answer to that for me is dont leave the financials. The financials remain the biggest source of opportunity, both on a valuation basis on opportunity to drive earnings growth. To me, thats the one i stay with. There are others that i think are suspicious and questionable. I like joes calls on cyclicals. Theres a big question we just dont know the a