There, especially the peninsula coast and up into the east bay hills. I had a bit out at my house, about an hour later i went to take some video of it, it was gone. That gives you an idea of how light and random it is. Some fog is forming around petaluma. Highs today not quite as mild as they were yesterday because of the clouds being thicker. Well call it mostly cloudy to partly sunny up in the north bay. You may see more sunshine. Temperatures in the near 50s to 60 along the coast. 59 to 61 degrees for the rest of us. With he have a slight chance of rain tonight and a storm friday. Thank you. Its not the news any of us wanted heading into the holidays. Covid19 cases are rising across the state. That means well see more closures. The state moved nearly a dozen counties back into the more restrictive red tier that lists includes contra costa and santa cruz counties. A doctor said most of the transition is coming from highrisk transmissions where people are not Wearing Masks the whole t
And the recent peak last week up more than 80 . Some investors taking trips off the table. The 10 year yield down. It does not feel panicked. It seems more orderly. If below that, it could get disorderly but right now, orderly selling. You mentioned froth the market when it comes to tech. Any indication that comes out so far question mark they are still so far . They are still relatively high. Relative to technicals, it seems the buyers are trying to step in even with the sellers at work. Nasdaq 100 holding its moving average. Apple has not touched that support line. We could see some selling pressure but we are likely to see the market hold up so long as they are in place. Tech has taken the spotlight away from oil. Oil is down today more than a percent. It is something to keep in mind. It is risk off but oil is very sensitive to the economy. This is one time investors may be nervous around the economy. But overall, orderly and risk off. David lawmakers return to washington with a ful
Do think the next six, eight weeks we could get this under control. Many still refusing. Doesnt make sense. Why are we Wearing Masks to be outside . The amount of people who think they dont need to do something is enormous. President trump continuing to deny the reality on the ground as states like georgia set new case records. Georgias been a great example of a state thats done it all right. And demanding schools reopen, despite the risk. We have to reopen the schools. Get them open. When he says open, he means open the schools. Science does not stand in the way of it. Why does the u. S. Trail the industrialized world in controlling the virus . Are things about to get worse . And what can we do now to emerge from the crisis . Plus, the passing of an american hero. To see something that is not right, fair, and just, youve got to do something. Remembering john lewis, civil rights leader, congressman and and the conscience of a nation. Welcome to sunday and a special edition of meet the
Now demanding people wearing a masks. If we could get everybody to wear a mask right now i really do think the next six, eight weeks we could get this under control. Many still refusing. Doesnt make sense. Why are we Wearing Masks to be outside . The amount of people who think they dont need to do something is enormous. President trump continuing to deny the reality on the ground as states like georgia set new case records. Georgias been a great example of a state thats done it all right. And demanding schools reopen, despite the risk. We have to reopen the schools. Get them open. When he says open, he means open the schools. Science does not stand in the way of it. Why does the u. S. Trail the industrialized world in controlling the virus . Are things about to get worse . And what can we do now to emerge from the crisis . Plus, the passing of an american hero. Got to do something. Remembering john lewis, civil rights leader, congressman and and the conscience of a nation. Welcome to s
We were talking about it with some of the smaller and midcap names. We saw some of the cruise line stocks, the casinos. The restaurants were on fire. Cracker barrel up 9 , 10 . Dont you like that . Caroline i have not been to a cracker barrel. Romaine exit through the gift store. Taylor this really all comes back to the data that we got this morning. June Industrial Production and july early numbers out of manufacturing all betterthanexpected. Are hearing from dances of the of Richard Bernstein advisors. Thank you for being with us. You take a look at the positive economic numbers. The big outperformance in the russell 2000 today. You said you were a little overweight on u. S. Versus the rest of the world. How do you think about that Going Forward . Smallcap producers getting a big win . Dan i think modest overweight on the u. S. Still makes sense, but i think moving that angry mental dollar outside the u. S. Makes more sense. Clear thatis very the data is Getting Better in the u. S. ,