Institute business and Society Program. It is my great pleasure today to welcome to the screen with me two fellow travelers of the business side a program come longtime friends of her work hoosier deep knowledge i would say about both the forces any ideas that influence business decisionmaking. The business and Society Program as a take a look at rogers book, a couple of for visit to fully engage with, think black hawk, but also to shift the mindset of Business Executives, what you believe to be true and what they design their businesses to achieve. Over these goals are in pursuit of Better Business outcomes. Rogers brandnew just released today book, hank you roger for being part of this writing muste a part of this journey, fits squarely in this domain. The book is called when more is not better overcoming americas obsession with economic efficiency. Both alan and roger are known to many of you. Roger martin is professor and former dean of the school of management at the university of
Have been on fire and what exactly are the pricing in . Hopes of a vaccine, hopes of stimulus . How can that fed wire without some sort of his fiscal lifeline . The day was so bad it looked good because as many events started to set in that we see Congress Actually pushed through some sort of deal, so many angles to digest today, but what is clear is this rotation trade is on the front and center. Joe absolutely, everything is flying but was what has really been flying are these deep cyclical commodity linked equities that have been dormant for most of the year and they continue to have really strong weeks. Stocks, youenergy look at the end of november basically right ever since we got the vaccine news they have been shooting straight up and have had another strong week. If you look over all still down 31 on the year. Thatne a lot of those have been left for dead a few months ago are rallying hard on this day. Diamondback finished a day up about 13 , apache, you get the picture. There
Welcome to squawk alley. The at Home Technology story continues to deliver big you can see there sonos up 26 this morning after strong earnings want to talk to the ceo in a minute and nvidia also delivered solid results on pc and Data Center Demand beating on both earnings and revenue. Sales up 57 from the same period last year though its lower this morning on modest guidance second biggest gainer on the s p 500 year to date though. Julia, its really interesting how, you know, stay at home stocks maybe suffering a bit but some of the Underlying Technology driving some of that action doing quite well well, jon, one stay at home stock that is not suffering today is roku. That stock up over 6 . Driven in part by the circulation of reports saying that roku could be near a deal with at t to have an agreement for hbo max to be included on roku which would be a big deal and speaking of hbo max, i have to mention that news that wonder woman 1984, the big wonder woman sequel that was scheduled
Introducing the world of paint mixing. The Company Repays him by firing him. That employee joins us live today. All that and more on making money. Charles even though shares are slightly lower, my stock of the day is deere. Regular watchers of this show know i have talked about this company, i have great affection for it in the past and one of the reasons i love this company, it was born when a farmer saw a void and decided to fix it himself. That was 182 years ago. This morning, the stock reported earnings that was all about the american farmer, the Agricultural Equipment sales increased from last year, operating margins soared to 13. 9 from 9. 2 . Management credited a shift in sentiment, market access, government actions and prices, in addition to a mon centster government actions and prices, in addition to a mon centste be management gave strong guidance. If you are in the stock, hold it. I was also thrilled we did not allow our farmers to be destroyed by the Chinese Government in
The nasdaq up by about 120 yesterday was a down day for the markets. The dow off by about 270 points. But if you want to take a look at november hes historic gain, check this out, the dow actually up by 1. 8 for the month, that is its best month since january of 1987. The s p no slouch either it gained about 11 while the nasdaq was up nearly 12 november by the way was the best month for all of those indexes since april which was a huge month. Also small cap stocks were some big winners. The russell 2000 finished the month up more than 18 , 245ethas right, 18 in one month, the best month since that index was created back in 1984 so here we are heading into december and year to date, the nasdaq is the superstar, up nearly 36 the s p 500 is up by 12 and the russell 2000 up by 9 . The dow up by 3. 9 so fantastic november for all of these indices. Nasdaq leading the way in terms of year to date. Joe. Yep, coincident with the surge. Go figure. The second surge are you sure it is never too ea