Good. You were with us last on march 23rd you said then, this could be near a bottom. You said that you were, quote, nibbling and it was time to buy a little if you were a longerterm investor are you surprised how far weve come and how quickly weve gone there since that day yeah, its been a bigger move than i thought it would be, for sure but look, theres been a lot of fed action and a lot of government packages since that day and on that day and since that day and, you know, a lot of that probably moved the market than it has the real economy up to this point. So those things happen now the question is, whats the right value for the market now well, thats an interesting question your friend, stan drukenmiller yesterday said this was the worst the risk reward for stocks was maybe as bad as hes seen it in his career. Hes had a long career, david. So do you feel the same way that stanley does how would you put this into context now as to what the right valuation for the market is . Dans
Playbooks. And jon najarian is tracking the market for opportunity Halftime Report starts right now. Good to have you with us on this thursday. Your Investment Committee on boxing day no sparring. I know, a different thing. Lets begin with that market milestone, the nasdaq hitting 9,000 for the first time ever. He joe, i local feel like this is the fomo rally, feerp of m ff missing out. Is it sustainable when i the calendar flips over . I think it is for the month of january why not wait and see what earnings will look like before we moderate the rate of appreciation as you move into february and march and the reality of a looming election maybe takes the market and presents it as a pause but you mentioned boxing day remember, this all began one day ago on boxing day, you had the dow jones up over 1,000, you had the nasdaq up over 5. 5 . It began there it followed into the january 2019 with the tremendous pivot from the Federal Reserve and i think that that has been the story that has
Through march 19 of 24. The transfer of laguna honda residents was only extended until september 19 of 2023. We are and do everything we can to prepare our hospital and team for successful recertification. Our goal is to apply for and secure recertification before the september 19th date. We continue to make strides in making the nez changes in cms program. The 90 day cms survey number 3 took place in june of this year and resulted in 33 findings of noncompliance this is significant improvement from the first survey in November December of last year had 124 findings of insufficient operations. Our goal is to have all action plan mile stones completed by september first. So that laguna honda is recertification ready. That includes all mile stones related to the Monitoring Survey number throw. And mile stones related to nonmonitorings survey statements of deficiencies 2567s this are routinely received due to regular operations. The action plans for Monitoring Survey 3 has 290 mile stones
Residents was only extended until september 19 of 2023. We are and do everything we can to prepare our hospital and team for successful recertification. Our goal is to apply for and secure recertification before the september 19th date. We continue to make strides in making the nez changes in cms program. The 90 day cms survey number 3 took place in june of this year and resulted in 33 findings of noncompliance this is significant improvement from the first survey in November December of last year had 124 findings of insufficient operations. Our goal is to have all action plan mile stones completed by september first. So that laguna honda is recertification ready. That includes all mile stones related to the Monitoring Survey number throw. And mile stones related to nonmonitorings survey statements of deficiencies 2567s this are routinely received due to regular operations. The action plans for Monitoring Survey 3 has 290 mile stones. And the proposed action plan for nonmonterror findi
To prepare our hospital and team for successful recertification. Our goal is to apply for and secure recertification before the september 19th date. We continue to make strides in making the nez changes in cms program. The 90 day cms survey number 3 took place in june of this year and resulted in 33 findings of noncompliance this is significant improvement from the first survey in November December of last year had 124 findings of insufficient operations. Our goal is to have all action plan mile stones completed by september first. So that laguna honda is recertification ready. That includes all mile stones related to the Monitoring Survey number throw. And mile stones related to nonmonitorings survey statements of deficiencies 2567s this are routinely received due to regular operations. The action plans for Monitoring Survey 3 has 290 mile stones. And the proposed action plan for nonmonterror findings has 85 file stones. Those are proposed as we are waiting final approval from cms the