Ten weeks. But with todays move to the upside in a sector largely exposed to china and ahead of another round of expected tariffs in just a few days, where should investors be looking for protection joining us now to discuss, Oak Mark Fund Portfolio Manager bill nygren and nsz capital cofounder, bill slingerlen brad, you have some thoughts specifically around where is a good place to put money at this point. Specifically as it relates to regulation coming down the pike and semiconductors give us a sense, start with semis. Sure. So you know, we think theres no more interesting spot in the tech sector today than in the semiconductor segment, particularly for longterm focused investors. We know theres a lot of noise and a lot of volatility around the trade war and the trade talks that are going on now. We think ultimately, were entering sort of an ai cold war phase between the west and china. But that china and the chinese economy cant exist without cement conductors and frankly, the enti
Buy in the space how can that be . Well tell you as power lunch begins right now and welcome to power lunch. Im melissa lee. Stocks taking a breather today after yesterdays more than 1 gains, all three of the major indices are lower with the s p and dow on track to snap the threeday rally since last weeks big drop. Fractional losses across the board. Check out the transports theyre sinking further into correction territory American Airlines, the biggest drag there that stock is now down 16 for the month of august. Well have much more on that move later on. Ty we begin at the white house President Trump to meet with the president of romania while the economy is front and center for the president and the administration and eamon javers has the story for us now thats right. Were going to see the president of the United States in the oval office here in just a short time the president will have the opportunity to talk about the end of the 30th anniversary of the end of communism in romania
That risk adjusting and validated a piece of it. I would present several pieces that go into that calculation and im sure that is one, but im not sure its the main driver. I would be interested in seeing that level of detail. Sure. The higher the risk or the more medicare reimburses you, right . They were doing with the upcoding. Yeah, two components. So the higher risk score and again not an area of officexper but its the relative risk across the program. So medicare for us is not dependent on your utilization. Its Community Rated and then risk adjusted. On the commercial side its entirely utilization based. So if youre a higher utilizer, youre rate is higher. If youre lower risk, your rate is lower. On the medicare side, its a Community Rate approach and then adjusted for risk. So its an adjusted community rating. So the higher our total program is in risk, the more reimbursement we would receive, also dependent on geography and other factors. The risk adjustment that is changing whe
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