John malone with the legendary media icon has to say about the covid19 virus, direct to consum consumer, streaming, so many other topics we hit in our hour long shutdown. The ceo of goodrx, we had him last week, since then, amazon came into the business what does it mean for his business carl, well ask that question amongst others. Yeah, thats good stuff for this hour, guys. Jim, we talked for last week and a half about the fact that a path to the vaccine would face some setbacks and clearly new york city schools, new state of emergency in wisconsin, speak to that i think that one of the things that we needed was a bridge, which would be stimulus, to the vaccine we dont have the stimulus were getting terrible numbers, we have half the country that thinks the numbers are okay, given the fact that the death rate hasnt skyrocketed. We have the other half, were saying, look, if we dont do something about it, then the Healthcare System is going to be overwhelmed. In that scenario, it is ver
Kari has a look at our forecast. It is mostly cleared compared to yesterday morning. Weve seen some patches of some fog in some low lying areas. As we take a live look in san jose as the sun rises its all clear. We will have some sunshine for today and a touch cooler heading for thanksgiving and this weekend well continue with the mild and dry weather with our High Temperature today reaching into the low to mid60s. All good here. Well talk about whats ahead in the forecast and if we can get any rain coming up in a few minimum. Mike, how is it looking for the commute . Well, the bay bridge toll plaza metering lights have perhaps turned on in the last couple of minutes. I do see some slowing at the toll plaza, brake lights. As we look at the toll plaza itself the middle lanes are the first to stack up right on schedule. As we look at the map its not as severe as we often see. A lighter pattern for thanksgiving week but we still have some slowing for the areas. Do keep that in mind. A lot
Gaining. It is time to admit that conventional wisdom has been wrong every step of the way. In this market, patience is not a virtue discipline cluster of fortune. Buying the most obvious stock, well, that has been a strategy that was easy i struggle about how this is possible i am not used to a mark that reward investors being late to the party. We found out moderna has a vaccine that may work better than pfizer. Thats getting off the table we got uncontrol spread over america. And mayors and governors refused to shutdown the bars and restaurants. Those are the main places we are getting infected no, it is at home, jim this pandemic is steam rolling us the prospect of a vaccine keeps on plotting it and shutting everything down. I am sure you are wondering, given the numbers that we see, how is that possible first every now and then there were moments that well stood on our head. Time like these is not sell. You must be willing to suspend judgment how far stocks can reasonably go. Than
Lower. Plus, scp is on track for its worst trading day in 12 years. The german Enterprise Software giant slashing revenue forecast of ongoing covid lock down for its business of course, the race for a cure Drugmaker Astrazeneca says its Coronavirus Vaccine triggers an immune response amongst older and younger adults carl david, well begin with that sap story, and asking if that is something european or something bigger especially for mega cap tech im struggling with the reasons for it very dismal outlook. Frankly, you could argue this stock is still too high at these prices which is substantially down 20 theyre talking about a cloud slow down. Can we understand that cloud has acsce accelerated every business when you upload an sap program in the cloud it does far less for you. There is someone who facilitates going from the private to the public you know something, i got to tell you, carl, this point stinks it does. I had the previous ceo on a coceo ms. Morgan and do you know three wee
A k c and terms of its revenue model registers dogs and registers litters so its involved in a transactional relationship with those breeders and obviously the ones producing the most dogs are the Largest Scale breeders so why is it going to crack down on those large scale breeders and sacrifice the revenue from a rigorous program that stops people from confining animals denying them vet care expose them to extremes of even told if theyre going to lose revenue the American Kennel Club prides itself on being the only purebred registry in the United States with an ongoing routine kennel Inspection Program with a dedicated team of field inspectors casey says that it is. Specs channels but they dont make any of those inspection records available. They say that theyve got rigorous standards but they really dont know what those standards are real terms they say that they kick people out we dont really have a comprehensive record of when theyre doing that or what the consequences are of even