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Give up by mega cap growth and shift into value, wasnt i that was the strategy being communicated over the last five days i dismissed that last week mega cap growth is where investors should be. You should not be selling your oldin holdings and reinvesting in the lagards. This is where youre going to see the continued Revenue Growth, this is where youre going to see the correlation from work from home, stay at home and this is where moving forward youll find your best retur returns. Kevin oleary, hes right, isnt he every time says big caps are tired, its time to rotate, they come roaring back and theyre doing it this month or doing it right now. Joes right about mega cap but not right about growth in apple. The reason apple is owned by everyone everyone, and i mean everyone, number one, its a play on 5g, no question about that number two, youre making the assumption when you own it, even though youre not being we regarded by r rew ....
Of the government today. His time in the military is part of the collection being in the military, one day i was a distant person who wanted to be met. They said that the soninlaw is such and such a person. I said its fine. I took the phone and told my dear Office Manager to ask them to have dinner. You did this. If he is your soninlaw and you support him, you should know that we are dealing with him. If we share your criticism , they did not do it. After a few minutes, the noble said that they say that i am ready and i am not. To all do see us there is a restriction in connection with the issue of the officials today. I say with all my might that you have no place for anyone who wants to remove me from the responsibility of washing you, god forbid. It might be interesting for the office. My note sometimes a representative of the official calls, we call a member of the parliament, a yazdi like you, i say look at this side of us. T ....
We are seeing american expectations is reflected in this university of michigan report an eightmonth low. Economists were looking for reading of 94 even. That is a decrease from the number we got for june. All of that said, the gauge has 90 forove 94 above eight months. It looks like again if the forwardlooking indicator within this overall reading thats coming in below estimates. Matt jules, thank you. We will take you back and check very little change on the s p 500, you can see really unchanged there, 21 lh. The Dow Jones Industrial average down in the face of Big Oil Earnings that dropped and disappointed. 17,702. A 44 point drop. The nasdaq up, i would call that unchanged as well. Julie i would indeed. Not just the data we just saw a few months ago, but the wage data i know we spoke on your program. Matt 0. 2 , increasing wage cost. We were looking for. 6 . Last ....
Lift off in september. The stage is set for thursdays show down. The lineup for the first debate is revealed. Coming up on the show, is apple becoming a roten stock. Well explain next. Well take a look at a Luxury Retailer looking to go public for the second time. Also coming up on the show, putting your money where your mouth is. A leading investor from index ventures explains why food delivery apps make for a good investment. Welcome to the show. Yes, this is worldwide exchange. Those comments really sending shockwaves across wall street yesterday. Stocks ending lower. In fact, appleby far the biggest drag on the dow. The worst performing stock now tracking for its 5th consecutive down day. One of the reasons we saw the nasdaq underperform. In todays trade we have a dose of Economic Data plus earnings continue to be a focal point for investors. Nasdaq up 8 points in premarket ....
Metals yet. Looking at some of the names like the metals of the world. A trade of mine for the last couple weeks. All there has been is paper. U. S. Steel, i think if there is going to be 1 trillion dollars and different rationale, i think those names still have up side from here. I totally agree with what pete is saying. Reflation trade was alive, still going on. I think the dollar is capped. I think the dollar actually may get some headwinds effectively from the ecb tomorrow. I dont know that theyre going to taper. Not going to talk about tapering. I think there is a message in there. Reflation trades continue to work. Financials, absurd move. In fact, the great rotation is on. If you think about where financials were, in 2006, 22. 5 waiting in the s p. Right now about 15. So is there room for where people are very, very underweight . I have spoken to a couple wire houses today . People are nervous they have missed a lot of this rally. And i think there is more of those people out th ....