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That this may reflect an extension of that stayathome trade weve been watching. Look at all the stocks popping early on those are all Companies People were giving up on even ten days ago when they felt the trade was the mike corbat trade. You recognize if you can do what some companies are doing, which are saying its up to you if you want to come back. I think now the onus is saying im not coming back. No way lets dig n get bin and get bet cybersecurity. Those are the stocks that are popping. I respect that from people who say i do not want to be back at that building. The pandemic is not done and the pandemonium has begun. What explains boeing up 1 , carnival up 2. 5 i assume were looking at hopes that these demonstrations and protests will not result in a further outbreak of the virus, and that these epicenter stocks will continue to outperform. We keep betting you have to have it. Its been seven days now the incubation period ....
What is behind this a rally . Can it continue . Good morning, gentlemen. Paul, ill start with you. Valuations getting stretched here im a little bit worried about the valuations in tech, and ive been at this game a long, long time. Fundamentals are okay. Fundamentals might even be accelerating a tad from last year but when you take a look at the valuations of some of the marquee names that you mentioned in the teaser, particularly tesla and apple, im worried interesting okay joel, how about you . Given some of the names we just mentioned, in your coverage universe, what do you like the most at these levels good morning. Thanks for having me on. Obviously with tech you want to be a lot more selective and who the winners and losers are going to be. I think apple is to the upside, but 13 times to 24 times the span of 12 months is getting a little rich. I think the 5g hype could get a little ahead of itself, especially 5g as a utility is limited in the foreseeable future i look for names i ....
classified documents to people in private meetings? the short answer is yes. i watched him show documents to people at mar-a-lago on the dining room patio. he has no respect for classified information, never did. former staff like stephanie grisham say he did it. trump himself is heard on tape bragging about it. now the former cia director is speaking out about the danger trump posed to national security. also, we re learning more able rich billionaires that justice clarence thomas has been palling around with. what he received from them and what he reportedly gave in return. george santos is comparing himself to rosa parks. the republican in charge of oklahoma schools says the tulsa race massacre wasn t about race at all. i wish i were making that up. we begin with a twice indicted ex president who poses a national security risk unlike any this country has ever faced. don t just take it from me. here s a warning from michael hayden, the former director of t ....
republicans expelled to blac to democrats for protesting gu deaths as the texas governor promises to pardon the man o killing a black live protester. plus, a member of the centra part exonerated on crimina defendant donald trump and a closer look at the gop - providing three of trips t supreme court justice clarence thomas and his nazi artifact collection if you ve been watching this show since we launched over tw years ago, you know the core enterprise of this program has been to sound the alarm on the threats to american democracy. and to underscore had the gran old republican party constitutes the greatest threa of all this week, we ve got fou stories illustrate exactly that, indeed, we are sadly spoiled for choice let s start in tennessee where it man accused of molestin multiple young girls was ouste from the state legislature wait, no he wasn t back in 2019, after thos allegations came to light, the republican s the point to lead the education subcommittee this we ....