Stimulus plan. Palantir and just in, the biggest insider buy we have ever seen. It is friday, september 25, this is worldwide exchange. Good morning, good afternoon or good evening im Brian Sullivan hope you are having a good friday lets get right to your money. Futures are mildly higher. Nasdaq futures are up. Overall, it has been another rough week for stocks. Your in investments are down over 3 on the dow on pace for the worst Weekly Performance since late june. All the major averages are negative on the month. If we aim lower for september, which we will, it would break a a fivemonth winning streak. Weve been watching commodities silver has been hit hard down nearly 15 . Gold on space for its worse week and copper at the lowest levels mostly on the move higher from the u. S. Dollar. There is your setup. Frank holland is here with those. The increasingly bizarre back and forth on tiktok. Here is the latest development. President trump is asking a u. S. Court let a ban on the chat app wechat proceed the federal judge is giving the president until 2 30 this afternoon to postpone the ban on downloads. They must defend that policy in a sunday Morning Court hearing the ban set to take place 11 59 pm on sunday preparing for a new 2 2. 4 trillion stimulus including unemployment aid, direct payment to americans and the airlines back to you. You it see the futures there are mildly higher. A tough day for stocks russell 2000 is down 5 . Our next guest says any drop may be a good opportunity. President mark, not going to make too much of it. Corrections are healthy and necessary. I get nervous when markets keep going up and do not go down. Big tech has been a warning sign what do you make of it it is a warning sign that valuations were never good for investors. Showing the market might actually work. Any drop could allow for investors to nibble in and increase and build the position could be an opportunity. This work from home, shop from home craze is not going to end it is a permanent fixture and there will be huge dislocations. It is important for investors to think two years three, four years out. The Consumer Discretionary sector has run up. That doesnt prove to be a bad place to be. Thats where the money is going and where investors should put their stock in investment as well do you health it at all. The whole work from home thing is going to die as soon as it can. I disagree i love you but i think everybody is going to doe the exact opposite is there any sort of health out thereof any kind of a change as people are desperate to get back to whatever miserable commute they had, they are now looking forward to i wouldnt want to speak in terms of absolutes in that we all love this and we are all going to do this all the time it is going to be a permanent fixture. It is flex time in the office, less occupancy and flexibility for workers. Thats what i mean by work from home we are here to stay in terms of home being a flexible space. Likewise for investments im not saying everybody should pile in to tech and amazon and other stocks they should be a part of a broader portfolio that includes industrials and transports and select commercials outside of banks. People should use Technology Weakness as a way to build an overall portfolio. Im glad you raised the point but thats the context we want investors with the priced opportunity like weve seen. Valuations have come down but do you worry about 26 times earnings from big cap value gains . We do thats why we see this pull back thats what the pricing mechanism now is doing we look at the 5g. Who is buying apple phones worldwide . The installed user base. Every young demographic we look at are buying apple phones and then are going to be attached to that eco system. Notwithstanding the risk suite we are looking at with the app store. The demand from consumers in that Company Apple is driving the market. There are few big names. I know you talk about the concentrations there are reasons why some of these companies are justifying the multiple young kids are buying apple and then their world revolves around it to ignore this mass yiive trends a mistake for investors. What percentage of cash should we be holding cash should be very low accept for what liquidity bonds have not had a bad year. The drop in rates has helped i think people should be diversified. We talked about that a few minutes ago. Based on your risk, we think bonds should be added in corporates in the triple b plus, single a, lower middle end presents opportunities for investors to not only earn yield but to avoid some real credit issues and significant damaging risk if you only go into high yield. The real w