Ten weeks. But with todays move to the upside in a sector largely exposed to china and ahead of another round of expected tariffs in just a few days, where should investors be looking for protection joining us now to discuss, Oak Mark Fund Portfolio Manager bill nygren and nsz capital cofounder, bill slingerlen brad, you have some thoughts specifically around where is a good place to put money at this point. Specifically as it relates to regulation coming down the pike and semiconductors give us a sense, start with semis. Sure. So you know, we think theres no more interesting spot in the tech sector today than in the semiconductor segment, particularly for longterm focused investors. We know theres a lot of noise and a lot of volatility around the trade war and the trade talks that are going on now. We think ultimately, were entering sort of an ai cold war phase between the west and china. But that china and the chinese economy cant exist without cement conductors and frankly, the enti
Conservative friend venture Andrea Leadsom talking about the prospect that the 21 conservative rebels will lose the web and expelled from the conservative party in the house of commons and she seems to suggest that if they vote differently there might be an option of a second chance. Vicki has likened into that and treated in the last three minutes that she has been told that all 21 will lose the whip and in all circumstances. So if you thought that Andrea Leadsom was perhaps showing a change of change in tax and vote against me and you will lose the web, it seems not. Lets go to Laura Canonsburg who backs up what she was saying. All 21 rebels are checked out including the chancellor from a few weeks ago, Philip Hammond and churchill plus my grandson but this is what she was picking up on. Andrea leadsom seems to suggest that if they change their mind there might be another chance but we will see. Vicki young is being told that in all circumstances what has been done today will lose th
And well bring you that vote live. And you can send your questions for christian and for me using the hashtag bchs. We will bejoined we will be joined by Robert Watson as well. We think we are less than one hour away from a vote that is pivotal to the future of the united kingdom. The opposition, along with rebel mps from the Ruling Conservative Party, are seeking to prevent a no deal brexit in any circumstances. To prevent a no deal brexit if they succeed, the consequences are myriad. If and how brexit happens will be completely unknown, the Ruling Conservative Party will be torn apart as a series of high profile mps are expelled and Boris Johnsons government would appear to be untenable, meaning he may well call an election within hours. And remember this is parliaments first day back after the summer. The Prime Ministers argument is that he doesnt want a no deal brexit, but without the possibility of one, he cant negotiate with the eu. And during a series of bruising exchanges, hes
That he is willing to become a caretaker Prime Minister to avoid a no deal brexit. The guardian, along with many other papers, leads on the widespread Murder Investigation that is under way after pc Andrew Harper was murdered on duty after attending a burglary in berkshire. The i reports that a 13 year old boy is one of the ten suspects detained by police after the officers murder. On the same story, the mail says that pc Andrew Harper was killed just four weeks after his wedding day. The sun reports that Police Officer Andrew Harper died after being dragged under the wheels of the car. The mirror again leads with the Police Officers death, reporting that he was due to go on holiday with his new wife next week. The chancellor sajid javid is considering a change to stamp duty that would ensure First Time Buyers never pay tax, reports the times. And Cathay Pacific airlines has changed its chief executive after pressure from beijing, thats according to the ft. Lets have a look at some of
I worked hard with my kids. I worked hard with my kids. Yall took him away from me. Reporter the pain, the intense shock, the overwhelming heart ache with tears in her eyes. She tells us her son was gun down. I never felt like in my life. Reporter crosby had just left his grandparents house and walking to his car when shots rang out. He was a good kid. He loved everybody. He never had no beef. Reporter his grandfather rushed outside to help him but he died before he got to the hospital. He has a baby on the way. Reporter his mom cannot make sense of this tragedy. She pleads for it all to stop. It is just senseless how all these kids are living here for no reason. No reason at all. Six hours after crosby was fatally shot, police tell us the two more people were gun one man, one woman. Witnesses heard gun fires and screams and the two were lying in the street. Tracey . A father and his young son were killed in a threevehicle crashed involved a National Guard humvee. It happened around 6