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foundation capital and a vc vet. good morning to you both. good morning. timothy, i ll start with you. looking across your coverage universe right now, how are you factoring in china trade talks, and are there names that you like in light of the potential for a partial deal we generally favor communication service companies and cable companies that don t have a lot of exposure to china and pricing is holding up very well microsoft probably has the most exposure of anybody. we think we ll come to a resolution here but microsoft is walking through a mine field. paul, 24 more u.s. entities put on the black list including eight pretty high-profile tech unicorns in china, moving beyond the talks longer term, does this represent a further entrenchment of this tech cold war we re seeing between the two countries? if so, what then i think it represents a further entrenchment of a temporary war between the two countries that s been carried out by the current administration i
AlabamaUnited-statesNevadaHong-kongUnited-kingdomBrooklynBeijingChinaCaliforniaSyriaTogoRussia new product. should you buy into this run analysts getting more bearish on netflix. the investment committee is ready to go. halftime report starts right now. sounds like a good show good to have you with us on this wednesday. your investment committee. mr. joe, john and pete and michael farr, ceo of farr, miller and washington. maybe you guys got out at wilmington together. your main headline china reportedly open to a partial u.s. trade deal despite the fact that this headline s been out there for about 18 months, stocks are marching higher on the news the dow up triple digits first gain in three days up 172 i say that a little tongue and cheek. jobecause you know what i mean china has said they ve been open to a partial deal for a long time i don t know why the market is reacting on the news other than maybe it came from china that s exactly why. because it came from china instead of the president tweeting about it. that s one of the big positives there. and of course,
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