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CNBC Squawk Alley July 13, 2024

What is behind this a rally . Can it continue . Good morning, gentlemen. Paul, ill start with you. Valuations getting stretched here im a little bit worried about the valuations in tech, and ive been at this game a long, long time. Fundamentals are okay. Fundamentals might even be accelerating a tad from last year but when you take a look at the valuations of some of the marquee names that you mentioned in the teaser, particularly tesla and apple, im worried interesting okay joel, how about you . Given some of the names we just mentioned, in your coverage universe, what do you like the most at these levels good morning. Thanks for having me on. Obviously with tech you want to be a lot more selective and who the winners and losers are going to be. I think apple is to the upside, but 13 times to 24 times the span of 12 months is getting a little rich. I think the 5g hype could get a little ahead of itself, especially 5g as a utility is limited in the foreseeable future i look for names i ....

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SFGTV Government Access Programming December 26, 2017

Department of publichealth, its programs and its clients. He sought humane and Lasting Solutions to the issues at homelessness, untreated mental illness, and Substance Abuse in San Francisco. He supported and funded the creation of the citys first Behavior Health Navigation Center at humming bird place on on the campus. And he was an avid supporter of the getting to zero initiative and backfield h. I. V. Funding for the sfph programs. He launched an Innovative Program in 2016 to help San Franciscoance afford Health Insurance through t ....

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SFGTV Government Access Programming January 1, 2018

Pay for general city responsibilities which is things like Retiree Health subsidiaries , Health Service Administration Costs and those dollars that we must spend keep City Services running and were obligated do not have a policy choice to make to reduce them without other action and that leaves about 2. 5 billion that is available that is truly a matter of policy addition correction so in that light our 715 million is much larger share puts us at about 30 of the total discretionary dollars that are available to allocate and so that is a big portion its a much bigger portion than when you look at the higher level numbers and that is one of the reasons that our budget is a major factor for the citys general Fund ....

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SFGTV Government Access Programming January 2, 2018

Share puts us at about 30 of the total discretionary dollars that are available to allocate and so that is a big portion its a much bigger portion than when you look at the higher level numbers and that is one of the reasons that our budget is a major factor for the citys general Fund Balancing plan and vice versa when the general fund is in trouble were in trouble and when were in trouble the general fund is in trouble so thats why were always working very carefully to coordinate with Mayors Office and Controllers Office on our Financial Planning so that it alliance with the citys approach. So any questions on that piece of it . Commissioner. With regards to our 715 million general fund support at 29 how did that compare to other departments, what are the ne ....

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BLOOMBERG Bloomberg Surveillance January 5, 2018

London. Its jobs day. Eurodollar, the one thing we need to watch out for 1. 2051. That were expectations these equities would go higher. We are seeing a little bit of retrenchment out of u. S. Equities because valuations, a lot of people think, are more attractive. Kettneree if max scherze thinks the same. The u. S. Jobs number, 2. 46. We will ask him about brexit. Ask him about this rotation into bonds. In later on, we speak with will em buiter. I know he has a thing or tow to say about germany. Sebastian in the u. S. A bombshell book detailing the backstabbing in Donald Trumps administation is being published four days ahead of schedule. The white house has been defending Donald Trumps Mental Fitness for office, an i ssue raised in the book. If he was unfit, he would not have defeated the most qualified group of candidat ....

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