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We start first with technology on a tear as we kick off the second half of the year. The nasdaq composite hitting a new record high in todays trading led by gains in the fang names. Facebook, amazon, netflix, al a alphab alphabet, all higher can we expect more highs ahead well turn to you first, guy does this resonate with you right now, this notion that its the mega cap tech stocks that continue to be the leadership in the kind of market we have today . You know what resonates with me i hear your voice, tom, but im looking at engelbert humperdink. After hours, guy, this is what it looks like. Im liking it you have to be impressed with the market as well does it resonate with me absolutely im not going to pretend ive been bullish theres a metallica song from 1982 nothing else matters. Nothing else matters but the fed and the fact we have this passive investing that continues to work apple is in close to 280 atf facebook is in about 220 etf and 170 of those facebook is one of the top 15

United statesUnited kingdomHong kongTim seymourNewson mcdonaldDan nathanEli lillyDominick chuXle karenFirst technologySecond halfRecord highTech stocksFacebook oneEven newsKaren finerman