Markets. Dow is up 181, 30,150, all three of the averages setting record highs today. Shannon, you have made some very interesting moves in your portfolio, both what you have trimmed and what you have added to first to what you have trimmed apple and microsoft. T tell me why. So really two different stories here, scott. First of all, ill start with microsoft. As i talked about on the show, this is our Largest Holding and remains a very high convince for us we still have a lot of confidence in azure and the endtoend software it offers but from a portfolio perspective, it was time to trim apple, weve seen a significant runup, 75 in the last year and we really feel like a lot of that has come on multiple expansion. Weve gone from about 15 times to about 27 times. Although we do believe in the services storyand the mo monetization, we think there are better opportunities we trimmed back from a market weight to an underweight were going to continue to hold the stock and maybe look for oppor
Results of the survey so stay tuned. So let me set the stage for a few minutes on a project on cyber enabled Economic Warfare really got started. It really had its genesis back in the 1990s in discussions with incredible smart people at the Smith Richardson foundation that is sponsored this work, but the intersection of economic and security. In 1997 the Asian Financial crisis it, remember . Began in thailand and the contagion quickly spread to indonesia, south korea, malaysia, the countrys throughout the region. Foreign debt to gdp ratios rose over 180 during the worst of the crisis. Writes occur, governments fell. The causes of the crisis were varied but most experts think it was the combination of crony capitalism, and economic bubble flooding the market with cheap money, and a simultaneous slump in semiconductor values with the rise in u. S. Dollar. What would it mean to relations, taiwan and china . What would it do to radical groups . It was the malaysian Prime Minister at the ti
Shoreland, painsfield, were seeing red and that is a heavy pocket of rain into north perry again, who saw lighter rain and into North Madison and this is of mooing up 90 east and out towards ashtabula and out of our area. And throughout the day, we should be drying out and were under a wind advisory starting at 8 00 a. M. And lasts until 8 00 p. M. And were talking about gusts as high as 38 Miles Per Hour and were going to talk about the temperatures for the day and later for now. Over to you. And that wind is not making, driving that easy but we want to mention a couple of Construction Projects and this is happening tomorrow and i am preparing you for tomorrows commute and closing upped 90, 9 00 a. M. To 3 00 p. M. Is when you will see the closure and theyre doing bridge deck work there and this is part of the inner belt brim project. And west third under 90 is closed until march 20th and you see, were moving along fine in the inner belt and showing us 71 and 90. And lets go outside a
Great leaders of that body. Hermire her and appreciate friendship and extend anyone within the sound of my voice, my appreciation for what she did on this bill. Indicated that the present did a wonderful job on but he assigned two really good people. Katie is a woman that we all know in the senate, she worked for senator schumer, for the democratic policy committee. We admire her very much and she was so helpful. So, mr. President is now time for this important legislation passed. Have to admit i was skeptical when mr. Boehner said he wanted to clean out the foreign before he left. He passed the debt limit and twoyear budget agreement which should go a long way to return the appropriations project to the weight should work. I will always consider him my friend. His final remarks on the house floor were very moving. Boehnert just speaker who shed a tear. Cut a number of us who watched the tear or two to. There is a lot of talk about the appropriations process. Center a brandnew senator.
Neighborhood association to take care of the street. Its very difficult to convey an understanding of whats going on in that street. These opinions just spoken are representative of what people think when they hear about this issue and i can assure you from someone whos there im retired, im there 24 hours a day, ive been there for 17 years. Theres absolutely a safety issue, among all the other issues going on,. What you essentially have here is thousands of cars a day directed on a tiny one lane, one block difficult to pass street that was designed to handle a few cars. Its like selling 100,000 tickets to a giants game when theres only 38 seats. The speed limit is 5 miles an hour on that street and weve had three cars upside down on that street. You dont see that going 5 miles an hour. Hundreds of people congregate now where there used to be 20. They stand in the streets, they feel entitled, they own it, you can drive up to them, they are aggressive, they think its a park and own it, t