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Beginning to come down in the highest elevations of our north bay, where we have our red flag warning throughout the morning hours. Live doppler 7 picking up on what will be moving into the bay in the next several days, cooling us off. Above a thousand feet anywhere from flat winds to 20 miles an hour. The upper level winds out of the north are beginning to calm down, through the next several hours, you can see we dont have the bright colors on the map, which is some good news. Air quality it is moderate for most except bad in vacaville. The orange there and some green, better in San Francisco and concord. Thats going to change. We think the worst air quality will be in our inland east bay and north bay. So the temperatures in the upper elevations still warm, 77. Relative humidity still dry at 14 . The winds are light and we will look for temperatures five to ten degrees cooler today in our inland valleys, going to take us to about ....
Right now. Welcome, good to have you with us on this thursday, our Investment Committee at the table, jorich sapper steen is here, high tower treasury partners, the cio, one of barons top 100 Financial Advisers s to ks higher once again led by tech, which has been on quite a tear this week the nasdaqs best week in ten. Powered by the semis, some of the fanangs is this something to build on or a oneweek phenomenon. It all comes back to trade, trade even trumps pardon the pun, trumps the inverted yield curve. Look, we got some positive news. I was talking to some people yesterday thinking that, look, trump really does want to go ahead with the september 1 increase of tariffs. Chine chinese probably dont want to go ahead i thought there was a 60 40 chance that he wouldnt. I think the chinese are sort of giving him cover in their comments this morning. You think the mar ....
Not participating. He reports suggesting iphone sales in china have been disappointing, even so every sector today out of the smp is higher, its been a broadbased rally, even as Interest Rates have crept modestly higher. There is your sector heat map, a look at whats going on inside the market. It does take us to our talk of the tape, rally on, or rally soon over. Lets ask hightower stephanie lee, shes here with me in Beverly Hills, also a cnbc contributor, how about that question . Do we rally on, or is this rally seemed to fade . I think we rally on. Seasonally youre in a strong position, theres that, secondly i think the people are coming to grips with inflation has come down, made a lot of progress. Weve got cpi last week, we are a far cry from where we were a year ago, we are almost 12 inflation in ppi and 9 in cpi, and today we got the empire state number, prices paid, t ....
Potential administration amounted to treason. Global news 24 hours a day powered by 2400 journalists in more than 150 news bureaus from around the world. Bloomberg west is next. Emily coming up, legendary investor and entrepreneur peter thiel speaking out about everything from Marissa Mayers to the bubble that maybe everywhere. Plus, Mark Zuckerberg lays out an audacious 10 year plan involving bots, drones, and Virtual Reality. It may be the most exciting business at square and is also risky. About lending to Small Businesses and her time at yahoo . My exclusive interview with peter thiel. We spoke earlier today at the 2016 conference and had a farreaching conversation. He spoke about everything from Marissa May ....