me all my fault.fault. all right, all right. all righ t. happy wednesday, everybody. so tomorrow, both president joes biden and former president donald trump heaidendt to the texas border to duke ito out on america s current migrandut crisis. the sad part is only one of them will know wherely one he i the other will think he s on a beach in delaware during cinco de mayo. s part the biden s part, this, is only the second time he s been to the border during his presidencyn to . the other time it was to pick up a package for a hunter marked baby powdera pa. baby of course, trump has beenght] to the border numerous times and it s obvious why he s been talking about it for years. it just tookor years for everyoe to catch up. the truth is that trump that terribleto catch dragging vulgae who are chattering classes love to hatrriblee, has once again sn that he has the pulse of america far better than is ea opponent who at this point may not have a pulse himself. pulse and i know t
yearago. i previous record more than a year ago. i spoke to a tribeca investment partner.- year ago. i spoke to a tribeca investment partner. heading to a aood investment partner. heading to a good start- investment partner. heading to a good start. the investment partner. heading to a good start. the optimism - investment partner. heading to a good start. the optimism hasi a good start. the optimism has returned after the first couple of weeks. investors have cited 2024 will be a year where interest rates will be lower globally. economic activities will slow down but not as badly as feared. all that combined, it s good to see asdaq pushing higher. it s good to see asdaq pushing hiaher. ~ ., ,., ., ., higher. we re hearing some good thins and higher. we re hearing some good things and some higher. we re hearing some good things and some lay-offs. - higher. we re hearing some good things and some lay-offs. i- higher. we re hearing some good things and some lay-offs. i
higher. i spoke to tribeca investment partners, who told me what was driving the rally. 2024 - me what was driving the rally. 2024 we re heading to a good start. certainly the investor optimism has returned after the first couple of weeks of a little bit of weakness. investors have decided 2024 is going to be a year where interest rates will head lower locally and the economic activity will slow down, but not as bad as feared previously. so all that combined, it s good to see the nasdaq pushing higher, led by big tech, and everybody else heading the right way. big tech - we re hearing heading the right way. big tech - we re hearing some heading the right way. big tech - we re hearing some good - we re hearing some good things, some lay offs as well? sure. i do think big tech is going through for 2024, certainly they ve had a great start, but i do think they will slow down somewhat because of the things you talk to. their earnings were slowed somewhat because costs a
record more than a year ago. the dow and nasdaq also closing higher. i spoke to tribeca investment partners, who told me what s driving the rally. 2024 we re heading to a good start. certainly, the investor optimism has returned after the first couple of weeks of a little bit of weakness. investors have decided 2024 is going to be a year where interest rates will head lower locally and the economic activity will slow down but not as bad as feared previously, so all that combined, it s good to see the nasdaq pushing higher, led by big tech, and everybody else heading the right way. big tech we re hearing some good things, some lay offs as well? sure. i do think big tech is going through for 2024, certainly they ve had a great start, but i do think they will slow down somewhat because of the things you talk to. their earnings were slowed somewhat because costs are higher. i do think that the ai related sectors within the big tech will do betterjust because there s a pheno
partners, who told me what s driving the rally. 2024 we re heading to a good start. certainly the investor optimism has returned after the first couple of weeks of a little bit of weakness. investors have decided 2024 is going to be a year where interest rates will head lower locally and the economic activity will slow down, but not as bad as feared previously. so all that combined, it s good to see the nasdaq pushing higher, led by big tech, and everybody else heading the right way. big tech we re hearing some good things, some lay offs as well? sure. i do think big tech is going through for 2024, certainly they ve had a great start, but i do think they will slow down somewhat because of the things you talk to. their earnings were slowed somewhat because costs are higher. i do think that the ai related sectors within the big tech will do better just because there s a phenomenal amount of growth. but every part of big tech is going to experience slowdown because of high