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Apr 16, 2024
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we agreed, you have all these great things going for small caps, and small caps should benefit if economic tilman's are. if gdp forecasts keep going up, that is a powerful tailwind for small caps. but those are going smack dab into some headwinds right now with the inflation and interest rate story. i think it is interesting that so far, small caps are not really breaking the low from november 2023 relative to the s&p 500. we will see if i am right about that in couple days. so far, the small caps are fighting back, and i think it is because of some of those good things they have going for them. katie: definitely a space to watch with a lot of crosscurrents but also tailwinds. have about a minute left with you and we have not talked about earnings. this talk about this upcoming earnings season. there was an interesting note from j.p. morgan yesterday saying a lot of the good news on earnings, it is already priced into this market. your take? >> we all get caught up in the consensus estimate, our forecast as a strategist, and so on. but we need to stop fighting about this i the summer. esti
we agreed, you have all these great things going for small caps, and small caps should benefit if economic tilman's are. if gdp forecasts keep going up, that is a powerful tailwind for small caps. but those are going smack dab into some headwinds right now with the inflation and interest rate story. i think it is interesting that so far, small caps are not really breaking the low from november 2023 relative to the s&p 500. we will see if i am right about that in couple days. so far, the...
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Apr 10, 2024
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now she thinks the small caps look a lot less enticing than a big cap growth place. unfortunately it doesn't jive with our series, but that's okay. we're open minded. the proxy for the small cap benchmark index i've been talking about for days which trades under this ticker. you can see it's firm at 213, one great moment and that's really about it. it hasn't been able to jump that hurdle. meanwhile the s&p 500 and nasdaq have overcome resistance records without a problem. for that russell 2000 ceiling originally formed october 11th of 2021 when it started running to its previous highs a little more than a month before the fed declared war on inflation and the whole small cap cohort just got obliterated. this is an old floor support that has become a silly resistance and the russell can't seem to clear and certainly didn't distinguish itself today. you got to go down here and you see it's been holding so far. this represents the old support levels from where the industry was trading before that final rally in late 2020. that's pretty soft, though we'll note with the n
now she thinks the small caps look a lot less enticing than a big cap growth place. unfortunately it doesn't jive with our series, but that's okay. we're open minded. the proxy for the small cap benchmark index i've been talking about for days which trades under this ticker. you can see it's firm at 213, one great moment and that's really about it. it hasn't been able to jump that hurdle. meanwhile the s&p 500 and nasdaq have overcome resistance records without a problem. for that russell...
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Apr 12, 2024
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now you have small cap value a bunch of regional banks and small cap value is nonprofitble, in theory rate sensitive on both sides. i think it's not a way to allocate dollars to stay large cap, have a look at free cash flow yields like so many other asset classes and factors you can look at, instead of trying to figure out russell 2000 or s&p 600. step to the side. there will be a time, but it is not right now. >> avery, the broadening in the market works both ways. on the prospect of strong economy and rate cuts coming, means you have a much broader rally, which we've been waiting for and finally cheered. okay. so how much of that trade is in jeopardy if now okay, maybe we need to worry about the economy a little bit more if the fed is going to be more patient than we thought, maybe there are cracks that develop. can the broadening trade work in a pushed out rate cut market? >> it can work for companies that are still suspicious about the company's earnings growth potential in an unclear market. so there are areas within cyclicals where, you know, you could see appreciation and, you
now you have small cap value a bunch of regional banks and small cap value is nonprofitble, in theory rate sensitive on both sides. i think it's not a way to allocate dollars to stay large cap, have a look at free cash flow yields like so many other asset classes and factors you can look at, instead of trying to figure out russell 2000 or s&p 600. step to the side. there will be a time, but it is not right now. >> avery, the broadening in the market works both ways. on the prospect of...
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Apr 24, 2024
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well as a small-cap when you have debt to leverage, that is well higher than it is for large caps? and, by the way, you have a floating rate exposure on some of that debt. so, i think we can see this divergence that actually continues. but, to the other point that sameer made, let's say it is 6% upside to the 5400 for the s&p. to me, that is not as attractive, but first of all, that is a base case of if the fed doesn't cut rates. if the fed does cut rates -- which i don't rule out for this year -- i think that gives you the extra mile for the s&p. the second point is, we like to pick our spots within the s&p. i think there is plenty of beta and plenty about performance potential you could find there. i would look to semiconductors as one of those areas. >> rich clear that, former fed vice chair told me yesterday on this program he still expects a cut, at least. maybe one or two. they have pushed off. maybe they don't need them right now, but, the fed wants to cut. >> one thing in there -- one, with sameer, i would agree that -- and you are not -- but if you are massively bullish on
well as a small-cap when you have debt to leverage, that is well higher than it is for large caps? and, by the way, you have a floating rate exposure on some of that debt. so, i think we can see this divergence that actually continues. but, to the other point that sameer made, let's say it is 6% upside to the 5400 for the s&p. to me, that is not as attractive, but first of all, that is a base case of if the fed doesn't cut rates. if the fed does cut rates -- which i don't rule out for this...
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Apr 23, 2024
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would you touch small caps here? >> welcome a small caps is a big universe. the russell 2000 has, i don't know, 1850 stocks in it. so, in an environment of lower realized correlations, and dispersion, you do not want to go with this trend. and even the zombie companies, which are much more dominant in an index like that, it is not just about whether you are a zombie, meaning you don't have special cash flow to pay interest on the debt. it is, what is your actual revenue and earnings profile? you can be a zombie company, but if you have decent, nominal growth, you can grow those revenues and it can be an offset. it is the zombie companies in the nonprofitable category that represent the truly nonprofitable companies and that is what i would stay away from. but, i think you have to have a fine tooth comb with the kind of mecca part truck -- market backdrop that we have now, not as it relates to a category as large as small caps. >> let's bring in a couple of other voices now, liz young, and malcolm, cnbc contributor. good to have you both. >> good to be her. >>
would you touch small caps here? >> welcome a small caps is a big universe. the russell 2000 has, i don't know, 1850 stocks in it. so, in an environment of lower realized correlations, and dispersion, you do not want to go with this trend. and even the zombie companies, which are much more dominant in an index like that, it is not just about whether you are a zombie, meaning you don't have special cash flow to pay interest on the debt. it is, what is your actual revenue and earnings...
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Apr 4, 2024
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small caps. g greg, welcome to the show. >> thank you for having me. >> before we get to the picks, because we want to get to them, in terms of the rate environment, what do small caps need at this point? >> yeah, you saw a little bit of it in the fourth quarter when the rates declined in the 3.70s. you saw small caps respond very, very positively. i think other financial conditions have eased a bit, which is also helpful for small caps, and i do think a little bit more rate clarity will be a nice tailwind for the group. we may not get that this week, but it's something that we should get more, you know, m more -- more likely in the second quarter. >> okay. let's talk about what you like, and you like the consumer sector. you're all bulled up about the consumer. why? what do you see that is so convincing to you that the consumers will continue to spend? >> i think the consumer has chosen, you know, very, very broadly with their feet in terms of how they spend their money. you mentioned -- we like
small caps. g greg, welcome to the show. >> thank you for having me. >> before we get to the picks, because we want to get to them, in terms of the rate environment, what do small caps need at this point? >> yeah, you saw a little bit of it in the fourth quarter when the rates declined in the 3.70s. you saw small caps respond very, very positively. i think other financial conditions have eased a bit, which is also helpful for small caps, and i do think a little bit more rate...
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Apr 26, 2024
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strong if you look at the cap ex guidance of the big three. meta just reported and alphabet and microsoft, the guidance is going from $100 billion of cap ex to $150 billion the proof is in the pudding. if you are going to spend that money, you believe you will get a payback in a relatively short period of time >> microsoft is guiding cap ex which bgrew 80% year over year. why are investors reacting positively to this when meta got hit for its cap ex guidance? >> a couple of years ago, cap ex was speculative. we didn't know the metaverse would develop. we are seeing a supply/demand imbalance. our channel checks suggest there is not enough accelerate error k out there. you see the improvements from a.i. are astonishing that is why microsoft exa accelerated growth in azure and the supply/demand im balance azure would have grown faster if they had all of the components they needed. microsoft thinks our i.t. stack will be transformed with all this you are looking at unbelievable productivity improvements. >> you sound sold on it. we have people com
strong if you look at the cap ex guidance of the big three. meta just reported and alphabet and microsoft, the guidance is going from $100 billion of cap ex to $150 billion the proof is in the pudding. if you are going to spend that money, you believe you will get a payback in a relatively short period of time >> microsoft is guiding cap ex which bgrew 80% year over year. why are investors reacting positively to this when meta got hit for its cap ex guidance? >> a couple of years...
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Apr 22, 2024
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part of why the large caps are driving their narratives earning and the small caps have been lagging and certainly the last five or six quarters, large-cap stocks have outgrown large cap stocks by more than a thousand basis points per quarter on a year over year basis and as long as that continues, the large cap is where the money will flow in the market. we see's broadening out of the economy and the broadening out of the market and possibly happening in the second half of the year based on current forecasts. small-cap earnings should be growing faster than large caps in the second half of 2024 and if that plays out, particularly where valuations are, we think small caps are poised for quite the catch-up rally of earnings improvement to be the driver. >> two sectors are energy and small-cap healthcare. explain. >> in the small cap world i see innovation happening in small cap health care particularly when i compare it to technology. down in cap, the small-cap technology companies aren't driving the innovation and we're certainly seeing that led by the mega-cap companies and on the h
part of why the large caps are driving their narratives earning and the small caps have been lagging and certainly the last five or six quarters, large-cap stocks have outgrown large cap stocks by more than a thousand basis points per quarter on a year over year basis and as long as that continues, the large cap is where the money will flow in the market. we see's broadening out of the economy and the broadening out of the market and possibly happening in the second half of the year based on...
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Apr 3, 2024
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i'm talking about small-cap. when you look at the best proxy it did not actually bottom until october of last year. since then it caught fire climbing a quick 27% but while that is roughly in line with the major average the russell 2000 still has a lot of room to play catch-up given how much the dow or s&p or nasdaq already gained. the small-cap index remains down more than 15% from its all- time high in november 2021. the market is still in love with ultra speculative stocks. the benchmarks hitting new all- time highs repeatedly. they go where the excitement is not the small caps. so why are small-cap stocks lagged and could some of them be worth buying now that they are beginning to rebound? let's start with the latest one. first there was the composition of russell 2000. we know this market has been let by tech stocks. russell 2000 is much less tech exposure. the s&p is almost 30% tech right now. the tech has shot up. it is just 13%. the reality is it is even more tech heavy than that. it is part of the commun
i'm talking about small-cap. when you look at the best proxy it did not actually bottom until october of last year. since then it caught fire climbing a quick 27% but while that is roughly in line with the major average the russell 2000 still has a lot of room to play catch-up given how much the dow or s&p or nasdaq already gained. the small-cap index remains down more than 15% from its all- time high in november 2021. the market is still in love with ultra speculative stocks. the...
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Apr 1, 2024
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the energy price cap — been taken away? that's right. the energy price cap coming _ been taken away? that's right. the energy price cap coming down - been taken away? that's right. the energy price cap coming down is i been taken away? that's right. the i energy price cap coming down is good news, it means prices are lower. but many people, it is not their bills are higher, but the amount they pay back to their companies will be higher. we had three year of high energy prices is a three billion household energy debt mountain and people are having to pay that back. there may be an average of £1,200 of debt. you talked of the issues that cause inflation, negative budgets, even with support, they still don't have enough money to pay for the essentials. that, plus the energy debt mountain, means people arejust in the same position they were at the height of the energy crisis. tt the height of the energy crisis. it is the low income households are disproportionately affected, what advice is there for them?- disproportionately affected, what
the energy price cap — been taken away? that's right. the energy price cap coming _ been taken away? that's right. the energy price cap coming down - been taken away? that's right. the energy price cap coming down is i been taken away? that's right. the i energy price cap coming down is good news, it means prices are lower. but many people, it is not their bills are higher, but the amount they pay back to their companies will be higher. we had three year of high energy prices is a three...
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Apr 1, 2024
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the price cap will affect 29 million households. standing charges — that's a fixed daily charge covering the costs of connecting to a supply — have risen to 60p a day for electricity and 31p a day for gas, although they vary by region and supplier. energy prices in northern ireland are not controlled by the price cap — the government provides support directly to customers. despite this new support for other parts of the uk, charities say customers still owe billions of pounds to suppliers. with more, here's our cost of living correspondent, kevin peachey. spring has arrived in the gardens of this east kent community centre, promising warmer months ahead. i love the daffodils. but locals are still feeling the chilling impact winter bills had on their finances and lifestyle. it's been quite a harsh winter and i haven't been able to afford to have the central heating on. so it's been rather challenging. and so i've been using hot water bottles. i invested in a battery—operated vest. inside the centre we find caz, who's found wa
the price cap will affect 29 million households. standing charges — that's a fixed daily charge covering the costs of connecting to a supply — have risen to 60p a day for electricity and 31p a day for gas, although they vary by region and supplier. energy prices in northern ireland are not controlled by the price cap — the government provides support directly to customers. despite this new support for other parts of the uk, charities say customers still owe billions of pounds to...
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Apr 17, 2024
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large cap, not a lot of damage apple is one of the worst name in a 15% draw down most large caps are in tact. they don't look as bad as apple. if you pull semi conductors out, you may be green >> are we moving back to a sta big and don't go broad market? over the last month or month t date, to your point, russell i down 7.5%. but looking at real estate dow 9.5% dividend aristocrat is down, utilities down 3.5 do i need to rethink this? >> no because the draw downs are off of new highs not necessarily real estate bu the dividend stocks, for example, you had new highs i the segments and these stock have gone up 20% to 50% sinc october. so i don't think that a 5% or 7% pullback dasterous. i don't think we are in th moment where we want to rethink. i think what we want to remember is semis are 9% of the s & p 500. 20% of the nasdaq 100. let's look at asml said. it is not great but it is highly company specific they beat on earnings but they missed on sales. q1 sales were already forecast to drop year over year but this was a much wors outlook on booking and booking is how they make the nu
large cap, not a lot of damage apple is one of the worst name in a 15% draw down most large caps are in tact. they don't look as bad as apple. if you pull semi conductors out, you may be green >> are we moving back to a sta big and don't go broad market? over the last month or month t date, to your point, russell i down 7.5%. but looking at real estate dow 9.5% dividend aristocrat is down, utilities down 3.5 do i need to rethink this? >> no because the draw downs are off of new...
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Apr 26, 2024
04/24
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between small and large cap, the greatest hurdles are focused on the small-cap space which is why they have the assumption that you will get rate cuts for small caps to outperform. that is a key reason why you have some any question marks on the possibility of a small-cap rally that can be sustained. katie: when it comes to what area of the market needs rate cuts, it is of course the smaller companies with refinancings coming up. iwant to talk about cash . i think that it is interesting. i talked to money managers of all stripes, from cnb us to straight -- cnbs to straight up bond managers. you look at $6 trillion in assets, it doesn't seem like money is coming out of the cash anytime soon. why bother with risk assets right now when i have about 5% guaranteed in cash? seema: such a good question. it is a key question that we get from clients at this stage. why bother with taking on risk when you know that you are guaranteed from money market funds and deposits? that is short-term. from our perspective even though we won't get rate cuts as soon as we initially expected, we are anticipat
between small and large cap, the greatest hurdles are focused on the small-cap space which is why they have the assumption that you will get rate cuts for small caps to outperform. that is a key reason why you have some any question marks on the possibility of a small-cap rally that can be sustained. katie: when it comes to what area of the market needs rate cuts, it is of course the smaller companies with refinancings coming up. iwant to talk about cash . i think that it is interesting. i...
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Apr 4, 2024
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tune back in tomorrow i'll give you ten more small cap, that's right, ten small caps in the health care space. probably do bet everyin a recession. and then we'll keep going group by group next week because we are fascinated by this small cap stock market. i want to go to paul in pennsylvania. paul. >> caller: hey, jim. second time caller, long-time disciple. >> excellent. >> caller: i love your show. i love your sound box. i've got two questions for you. >> okay. >> caller: my first question is about the fed. what is the market's obsession with what the fed does? and you've got these fed guys coming out every other day saying different things, there's not going to be any cuts, there are going to be cuts. i just wonder are companies really that dependent on what the fed is going to do? and my second question is i saw your bit on ajak. i've been holding it a little bit. i'm wondering if i should switch into treks. >> no, i want you to stay long azek and buy more if it goes lower. i think you're absolutely right there's an obsession with the fed and i wish it weren't the case. why? becaus
tune back in tomorrow i'll give you ten more small cap, that's right, ten small caps in the health care space. probably do bet everyin a recession. and then we'll keep going group by group next week because we are fascinated by this small cap stock market. i want to go to paul in pennsylvania. paul. >> caller: hey, jim. second time caller, long-time disciple. >> excellent. >> caller: i love your show. i love your sound box. i've got two questions for you. >> okay....
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Apr 24, 2024
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a lot of people have been talking about small caps for a long time. so i guess i'm kind of from missouri, show me. show me the money here when is that going to happen, or is it happening? >> yeah, i think -- i feel like small caps are trending into the international trade for the past decade maybe they're going to outperform and we're still waiting to a large degree. i think small caps are not a monolith when you look at the russell 2,000, that's not an index i would recommend any client own on its own, because there's so many companies that don't make money. a key part of my market thesis, tyler, is you have to own quality going forward, companies that have a path to earnings or have free cash flow. that's all really important. when you look beneath the surface at small caps, there's a number of high quality companies that don't have significant leverage, that have strong balance sheets and can expand and are leaned into a lot of the trends, like increasing cap x, bringing reshoring back to the u.s., the artificial intelligence revolution, being powe
a lot of people have been talking about small caps for a long time. so i guess i'm kind of from missouri, show me. show me the money here when is that going to happen, or is it happening? >> yeah, i think -- i feel like small caps are trending into the international trade for the past decade maybe they're going to outperform and we're still waiting to a large degree. i think small caps are not a monolith when you look at the russell 2,000, that's not an index i would recommend any client...
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small-cap growth down 3.1. small cap growth got hammered. small-cap growth took it on the chin. still down significantly. i still think you see opportunity versus these but the false starts, art, how do we deal with the great one week, terrible the next week? >> i think what the thing is, what we saw coming into the year in our overweight call on small caps a couple of head winds turned into tailwinds. a, predominantly better economic growth. third and first quarter growth was terrific. looks like something we'll be in the 2 1/2% range with gdp. that is one one of the headwind. the other interest rates staying steady or falling. that happen ad bit from october to last week. we broke out on the 10-year. outside of range from 4, to 4.3%. got through 4.5% which is resistance that will be a headwind for small caps. i think we likely peak out at four 1/2. that is the next resistance level. when you see that coming down you will see small caps reversely quick live. the mean to reversion, the think about the exact that the s&p is all time record, russell is still 15% below the all-time
small-cap growth down 3.1. small cap growth got hammered. small-cap growth took it on the chin. still down significantly. i still think you see opportunity versus these but the false starts, art, how do we deal with the great one week, terrible the next week? >> i think what the thing is, what we saw coming into the year in our overweight call on small caps a couple of head winds turned into tailwinds. a, predominantly better economic growth. third and first quarter growth was terrific....
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, cap, cap, they answered, do you hear? they’re on their way, that’s right, they don’t need to show documents, what did you write to them? well, krivitsky will be on the forum, we won’t be able to go there, there’s some kind of file right now, it’s a hotel reservation for three people, they solved the problems with the hotel reservation and documents in less than... in an hour at night they thought about the optimal composition of the group, the second person for a woman, in short, who are these people ? well, lena, don’t be modest, you’ve all heard very well about your feat yesterday, yes, i thought that i was just hiring a surgeon for the department, it turned out to be a very, very good surgeon and we would like this case. note, well, come on, excuse me, i can’t, i’m on duty, lena, we’re all doctors, we know very well that a glass of champagne will not interfere with work, i would like to raise this toast, forgive me, please, i am taking lecaje, that they should not be mixed with alcohol, well, you
, cap, cap, they answered, do you hear? they’re on their way, that’s right, they don’t need to show documents, what did you write to them? well, krivitsky will be on the forum, we won’t be able to go there, there’s some kind of file right now, it’s a hotel reservation for three people, they solved the problems with the hotel reservation and documents in less than... in an hour at night they thought about the optimal composition of the group, the second person for a woman, in short,...
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Apr 15, 2024
04/24
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>> we've liked small and mid-cap since late last year. mid-caps have done better. it is an important factor but we would say look at the valuations. i've done this for almost 25 years. sometimes people say they are cheap for a reason. if the economy comes back, look at the ism manufacturing that we just saw. when you start as see jobs in manufacturing, two or three quarters later, small to mid-caps historically lead because it means the economy is getting better. small to mid, the market is pricing in certain areas. those are the chief areas. we still think that is an opportunity for people. we are not wildly making this huge bet, we just think that is a place people can find some alpha. we think small is going to play a pretty good catch up before it is all said and done. katie: is that a broad brush strokes opportunity, small and mid-cap that large? >> i would say more of a broad look but small-cap industrials, small-cap technology has done well. there are some of those more aggressive areas. we have been under weighing utilities and staples for a really long tim
>> we've liked small and mid-cap since late last year. mid-caps have done better. it is an important factor but we would say look at the valuations. i've done this for almost 25 years. sometimes people say they are cheap for a reason. if the economy comes back, look at the ism manufacturing that we just saw. when you start as see jobs in manufacturing, two or three quarters later, small to mid-caps historically lead because it means the economy is getting better. small to mid, the market...
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Apr 15, 2024
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they do have a market cap of more than $10 billion. shares of informatica falling on the reports, down over 7%, but its shares have gained more than 43% in the past year. salesforce has made more than 70 acquisitions since 2006 and has drawn activist investors. responding to those activists disbanding its committee focus on m&a. if this deal close through and informatica is trading at, since it purchased slack for $28 billion in 2021. before that it bought tableau and mulesoft in 2018. salesforce declined to comment and informatica did not respond. >> to phil lebeau. this tesla slide on reports of job cuts? >> you have a couple key executives leaving. let's talk about the job cuts announced this morning in a company e-mail from elon musk. more than 10,000employees. they have about 140,000. approximately 14,000 will be let go. he says we need cost cuts and we also need to increase productivity in his memo, elon musk says there is nothing i hate more but it must be done. this will enable us to be lean, innovative and hungry for the next
they do have a market cap of more than $10 billion. shares of informatica falling on the reports, down over 7%, but its shares have gained more than 43% in the past year. salesforce has made more than 70 acquisitions since 2006 and has drawn activist investors. responding to those activists disbanding its committee focus on m&a. if this deal close through and informatica is trading at, since it purchased slack for $28 billion in 2021. before that it bought tableau and mulesoft in 2018....
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Apr 4, 2024
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bernie and i want to cap restriction goat -- cap prescription drug costs for every american, not just seniors. [applause] we are here today to talk about how we are lowering prices and cracking down on unfair competition for prescription drugs. i'm a capitalist. but capitalism without competition isn't capitalism, it's explication. when big pharma doesn't pay by the rules -- play by the rules, they cannot offer prices, prices that are fair, so they are raised artificially. i think bernie for leading the charge. asthma is one of the most common respiratory illnesses in america. 27 million have at some, including 4 million children. it causes about one million visits to hospital rooms every year. nationwide, the costs of treating it is estimated to be $50 billion per year to treat it. not the drug, treating it. if you have asthma, you are likely to need an inhaler to breathe. the spring is here. allergies are upon us and are on the rise even more. more people with asthma meet inhalers to breathe. many of those medications may be on the market for more than 25 years and they costs less t
bernie and i want to cap restriction goat -- cap prescription drug costs for every american, not just seniors. [applause] we are here today to talk about how we are lowering prices and cracking down on unfair competition for prescription drugs. i'm a capitalist. but capitalism without competition isn't capitalism, it's explication. when big pharma doesn't pay by the rules -- play by the rules, they cannot offer prices, prices that are fair, so they are raised artificially. i think bernie for...
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Apr 1, 2024
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i asked her if today's energy price cap reduction was good news for customers. it does really depend on someone�*s individual circumstances, which sounds like a bit of a cop—out, but it does depend on your wage level. it does depend on the tax bracket you're paying, whether you use broadband, how much energy you use. i think to sort of pick off some of the easy ones, i mean, the energy price cap, which as you said in your introduction, it covers 29 million households, those who are on the standard variable tariff. that is good news because it will mean an average saving for this typical user of £20 a month. now, not everybody will save that amount, partly because obviously if you use more energy, then you pay higher bills. and also those people who pay their bill when it arrives won't make that saving because the energy price cap for them is only falling tojust under £1,800. now, traditionally, people who pay for their energy before they use it on a pre—payment meter, they've paid a lot more — but that hasn't been the case for the last couple of years.
i asked her if today's energy price cap reduction was good news for customers. it does really depend on someone�*s individual circumstances, which sounds like a bit of a cop—out, but it does depend on your wage level. it does depend on the tax bracket you're paying, whether you use broadband, how much energy you use. i think to sort of pick off some of the easy ones, i mean, the energy price cap, which as you said in your introduction, it covers 29 million households, those who are on the...
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Apr 12, 2024
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to landing equals bubble risk, so you have the largest large cap outflow. amy, what do i make of that? are we looking past the idea yields have moved higher of late and the nasdaq keeps humming along? >> that's the issue. and, again, to steve's point, if you expect rate cuts, you're okay. if that gets delayed with the market at 21 times in a large cap growth p/e of over 30 times and at a 5% fed funds rate, that gets to be a much harder equation as soon is what we're seeing this rotation under the surface. >> there's never been a period like now in a very restrictive environment. because of the stimulus, to your point. you have to understand how prescient that is and it doesn't last forever. >> that's the reason why the fed is mindful of that and will be one of the things that spurs them to cut rates. you don't want policy to be too restrictive for too long or they risk a major error. >> well, i agree with that. h however, the biggest errors are what are directly focused on their mandate, which is employment, and we're at a historically low employment. you c
to landing equals bubble risk, so you have the largest large cap outflow. amy, what do i make of that? are we looking past the idea yields have moved higher of late and the nasdaq keeps humming along? >> that's the issue. and, again, to steve's point, if you expect rate cuts, you're okay. if that gets delayed with the market at 21 times in a large cap growth p/e of over 30 times and at a 5% fed funds rate, that gets to be a much harder equation as soon is what we're seeing this rotation...
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Apr 5, 2024
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the big difference between the mag 7 or just like mega cap or large cap tech is the cost of funding. those companies are making so much money, their cost of borrowing is still very low. these small caps, which are reliant on interest rates and borrowing, i think that's going to put a cap on that. i don't think the algo traders, which are important to understand from a flow, are going to be leaning into small caps meaningfully as long as we're having this debate about rate cuts. if we are going to have higher for longer, i would step to the side of small cap because that growth value gives you two areas. regional banks and nonprofit. but i think the markets will step aside from. >> what about the big banks? we're going to get earnings starting next week and we'll be talking about earnings every day for a month. >> i don't own any, so i look at other metrics. i think you've seen morgan stanley doing well, if we get m&a, obviously goldman sachs, morgan stanley. i think if you look back the past few years, outside of jpmorgan, i mean, the banks really have not been a participant in this
the big difference between the mag 7 or just like mega cap or large cap tech is the cost of funding. those companies are making so much money, their cost of borrowing is still very low. these small caps, which are reliant on interest rates and borrowing, i think that's going to put a cap on that. i don't think the algo traders, which are important to understand from a flow, are going to be leaning into small caps meaningfully as long as we're having this debate about rate cuts. if we are going...
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Apr 9, 2024
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small caps will outperform this year. obviously our view is that we will also get rate cuts this year. there have been other positive factors in light of recovery in economy and gdp growth being other than expected, market broadening, key indicators reflecting. that is an environment where small caps usually do well. usually small caps outperforming the fittest on hiking, as well as after the first cut. i think, i agree with investors that at this point all eyes are on the fed, and ending the hiking cycle may not be enough giving refinancing risk, the fact that 40% of debt for small- cap is floating. i think outperformance is going to become more challenging if we don't see the fed cut in june or other times this year. then i think it makes sense to be more selective. there are areas within small caps that have a lot more refinancing like real estate and others, some of the energy materials, industrial commodities sectors that have less potential hits to earnings if rates stay high and could do well if commodity prices st
small caps will outperform this year. obviously our view is that we will also get rate cuts this year. there have been other positive factors in light of recovery in economy and gdp growth being other than expected, market broadening, key indicators reflecting. that is an environment where small caps usually do well. usually small caps outperforming the fittest on hiking, as well as after the first cut. i think, i agree with investors that at this point all eyes are on the fed, and ending the...
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Apr 26, 2024
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or even some of the fiscal tail winds are favoring the larger cap companies. small cap is definitely much more levered companies, get hurt by higher rates. if you look at earnings estimates -- i'm looking back the last year or two -- small cap earnings estimates have gotten down. so, they're actually -- >> but that's the consumer that's why i'm confused, right the consumer -- to your point -- go to newark airport right now probably an hour-long line for precheck >> easily. >> which is faster than clearing now. clear, right we've got to figure that out somehow because we're paying anyway, it's packed. and yet small caps apparently aren't benefitting from this bodacious consumer that's where i guess i'm finding the disconnect >> i mean, i think the consumer strength is really -- it's in pockets. clearly service has been strong. it's even within service restaurants have been on the decline in terms of their same store sales, yet obviously, you know, airlines have been very strong >> texas road house. >> it's been a very mixed picture. and that's been true through
or even some of the fiscal tail winds are favoring the larger cap companies. small cap is definitely much more levered companies, get hurt by higher rates. if you look at earnings estimates -- i'm looking back the last year or two -- small cap earnings estimates have gotten down. so, they're actually -- >> but that's the consumer that's why i'm confused, right the consumer -- to your point -- go to newark airport right now probably an hour-long line for precheck >> easily. >>...
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>> no cap. >> guillermo: no cap. >> all cap, yeah. >> guillermo: cap. >> say your friend said he's rizzing up a girl, you don't believe him, he's lying, that's cap. >> no, that's cap. >> guillermo: cap? >> then no cap is like, he's not lying. >> guillermo: cap? >> like a baseball cap. >> guillermo: i can say, you're a cap? >> you're capping. >> guillermo: you're capping? that's when i'm lying? >> yeah. >> guillermo: in my days, you know what we used to say? "stop the bull [ bleep ]." well, that's it from "guillermo's teens corner." stay cool, all right, if you want to be a "w," right? [ cheers and applause ] >> jimmy: thank you, guillermo. very educational. [ cheers and applause ] we've got a fun show for you tonight. kim fields is here. we have music from the defiant. and we'll be right back with james corden. so stick around! your favorites are in one place. let's take a roll call. the bear? -hello. -so sorry, that's confusing. i meant the other the bear. -yes, chef. -yes, chef. -yes, chef. hulu on disney+. available with disney bundle. [ cheers and applause ] ♪ >> jimmy: hello, and we
>> no cap. >> guillermo: no cap. >> all cap, yeah. >> guillermo: cap. >> say your friend said he's rizzing up a girl, you don't believe him, he's lying, that's cap. >> no, that's cap. >> guillermo: cap? >> then no cap is like, he's not lying. >> guillermo: cap? >> like a baseball cap. >> guillermo: i can say, you're a cap? >> you're capping. >> guillermo: you're capping? that's when i'm lying? >> yeah. >>...
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Apr 24, 2024
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i want to read you where earnings expectations are for mega cap tech coming in. this is unbelievable you want to know how important these are? mag seven earnings on aggregate are expected to rise 40% in q1 revenue is expected up 13% versus 2.3% for the rest of the s&p. the rest of the s&p is expected to see a 3.1% decline in earnings >> sounds like last quarter. that's exactly what happened last quarter and let me tell you why it's so critical that these mega cap companies deliver, and this relates to the market itself on monday i said, i felt as though the market was bought bombing, and one of the reasons i felt it was bottoming, i didn't think there would be followthrough selling because you had strength in financials you had strength in health care. you had strength in industrials. the market holds its 100-day moving average we now rally up to the 50-day moving average here's the handoff it's got to come from mega cap earnings to get through that 50-day moving average to restore price above the 50-day moving average. financials, industrials, health care, they
i want to read you where earnings expectations are for mega cap tech coming in. this is unbelievable you want to know how important these are? mag seven earnings on aggregate are expected to rise 40% in q1 revenue is expected up 13% versus 2.3% for the rest of the s&p. the rest of the s&p is expected to see a 3.1% decline in earnings >> sounds like last quarter. that's exactly what happened last quarter and let me tell you why it's so critical that these mega cap companies...
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Apr 9, 2024
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and so, the market cap is unwarranted. and they are an extremely well-run utility with high affordability in minnesota, the dakotas, colorado, and texas. if people are seeking exposure to the data center company, people should pay attention to dominion energy which is coming out of a major restructuring process and covering northern virginia, which is a data center central in the u.s., as well as the constellation energy, which is the largest nuclear operator in the u.s., and is well-positioned to capitalize on the heightened volatility in the energy markets, as well as demand for clean power. >> sophie, great to speak with you. thank you. >> thank you. >> sophie carp of keyen baing. that's interesting, the data center play within the utility sector. >> and dominion, if you pull up a five-year chart, i mean, this thing -- it's not cut in half, but it's probably down 40% from its prior all-time high. i think a lot of that is just sort of, their nat gas exposure, sell first, ask questions later. if nat gas was to stabilize,
and so, the market cap is unwarranted. and they are an extremely well-run utility with high affordability in minnesota, the dakotas, colorado, and texas. if people are seeking exposure to the data center company, people should pay attention to dominion energy which is coming out of a major restructuring process and covering northern virginia, which is a data center central in the u.s., as well as the constellation energy, which is the largest nuclear operator in the u.s., and is well-positioned...
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Apr 1, 2024
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small caps this year, and barkleys comes out today. >> i am long small caps, and i think that's the place to be. this is not a defensive sector. if i am in this because of rate cuts, that's the wrong reason to be in there, and it may help as long as the economy is doing well, and that's the point, the economy has to do well for the caps to work. >> you need rate cuts, though, don't you? >> it would be nice -- if you are tom lee, and i am not making fun of him, and he may be right, you would need two to three rate cuts, but if you have margins that steph was talking about earlier, they continue to improve, this could be a nice 20% year. i do think you will get two or three rate cuts this year. >> does anybody think it's too soon, jason, for the russell? >> i think it's important to have rate cuts to support small cap growth going forward. the cyclicals and the economy remains strong, and small caps can work, but i think the extra leg of the catalyst -- we have seen a little bit of the performance at the end of last year and it sputtered out coming into this year. i think cuts will be impor
small caps this year, and barkleys comes out today. >> i am long small caps, and i think that's the place to be. this is not a defensive sector. if i am in this because of rate cuts, that's the wrong reason to be in there, and it may help as long as the economy is doing well, and that's the point, the economy has to do well for the caps to work. >> you need rate cuts, though, don't you? >> it would be nice -- if you are tom lee, and i am not making fun of him, and he may be...
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being put in control of your son, events, extermination cap, a newborn milk. does it come under in 1942 came up with an incredible monstrous answer tenant god. his intention was to totally conceal all traces of crimes and suggestions of genocide. so the only nazi country in europe all the world to have just like german these to the russian true extermination camps but which they prefer to call concentration caps was purely issue yes. and of itself was the largest camp in all of world war 2. it's the most monstrous in terms of how the people detained. what killed but and yes, and if it's the killing was conducted in the most terrible way as they used to specially designed so called. so it'd be a knife. people were killed with sledge hamis, even expectant mothers in like pregnancy. they devised incredible ways to make victims eyes pop out. because the had defeat independent state of croatia. tablets that said by wants to start each day with a fresh plate. that's the eyes that jerry phrase was even written in a book titled by the famous italian writer, courtesy.
being put in control of your son, events, extermination cap, a newborn milk. does it come under in 1942 came up with an incredible monstrous answer tenant god. his intention was to totally conceal all traces of crimes and suggestions of genocide. so the only nazi country in europe all the world to have just like german these to the russian true extermination camps but which they prefer to call concentration caps was purely issue yes. and of itself was the largest camp in all of world war 2....
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Apr 1, 2024
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i don't think, you know, that small caps outperform in a down tape. so, to me, the reason things are good is financial conditions are very easy. if you look at any sort of standard financial conditions index, this is about as good as it gets. it's in the top 5% of easiness, so the small caps shouldn't have problems accessing capital. their margins can go up. and that's why it's broadened. if you get tighter financial conditions, if the economy slows, then i think you narrow back to the ones you're confident in the growth trajectory. >> i heard somebody use the word goldilocks earlier. economy strong. we know the fed's going to cut at some point. earnings are probably going to be decent. is that what you -- would you use that word? >> yeah, decent. i think that's right. >> i mean goldilocks. >> well, yeah. you had two double-digit return quarters. the fed is saying they're going to be accommodative. you got to dance when the music's on. does the fed somehow, you know, really get people thinking -- look, the worst thing is you start being afraid we have
i don't think, you know, that small caps outperform in a down tape. so, to me, the reason things are good is financial conditions are very easy. if you look at any sort of standard financial conditions index, this is about as good as it gets. it's in the top 5% of easiness, so the small caps shouldn't have problems accessing capital. their margins can go up. and that's why it's broadened. if you get tighter financial conditions, if the economy slows, then i think you narrow back to the ones...
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Apr 2, 2024
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you had small caps outperform large caps. starting to see the market broaden out. it's not just the magnificent seven anymore. and investors realize if we're really going to have a soft landing and the fed is going to cut rates, we need to start broadening out. we need to diversify. so we're seeing opportunity in cyclicals and industrials like ge, in energy, in financials as well as small cap. that's where investors need to start focussing. tech has had by far the lion's share of inflows other the last 12 months. valuations are still extended. it's really a good opportunity and the market is telling us this, too, to look at other parts of the market in order to balance out our portfolios. >> at the same time, david, what's interesting in tech, they obviously have sort of the ai, the generative ai wins at its back, but you're seen valuations actually come down. you have an amazon with better profitability. you have an nvidia with blow-out sales. are they overvalued? do you have to be more discerning not just buy the mag seven or fab four? >> we're seeing stocks actu
you had small caps outperform large caps. starting to see the market broaden out. it's not just the magnificent seven anymore. and investors realize if we're really going to have a soft landing and the fed is going to cut rates, we need to start broadening out. we need to diversify. so we're seeing opportunity in cyclicals and industrials like ge, in energy, in financials as well as small cap. that's where investors need to start focussing. tech has had by far the lion's share of inflows other...
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max, cap, cap, cap. is the subscriber's device turned off or out of range? no, we can't leave him, we can't leave him, we have to go, you have to save him, hear, hear, you have to save him, hear. yes, commander, are you ready? yes, we are ready. proceed as planned. got you, commander. let's move out. watch dmitry ilyich nesterov and his wife tomorrow. persuaded, let's go, please let me go, i'm killing you, alexey ilyevich nesterov, you are detained on suspicion of murder, you are mistaken, i am dmitry ilyevich nesterov, my brother and i are very... it seems that i have a choice, i am authorized to invite you to work in our company, dmitry velgichon refused, i understand, thank you, i’m in prison, as i understand it, some mistake happened, no no mistake, you are accused of murdering your wife and daughter. ask, a hidden camera agency, is engaged in professional detective work, using all modern technical capabilities, the head of the agency, retired lieutenant colonel mikhail ilyich troshin, served in the operational search department of the fsb, dismissed.
max, cap, cap, cap. is the subscriber's device turned off or out of range? no, we can't leave him, we can't leave him, we have to go, you have to save him, hear, hear, you have to save him, hear. yes, commander, are you ready? yes, we are ready. proceed as planned. got you, commander. let's move out. watch dmitry ilyich nesterov and his wife tomorrow. persuaded, let's go, please let me go, i'm killing you, alexey ilyevich nesterov, you are detained on suspicion of murder, you are mistaken, i am...
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Apr 16, 2024
04/24
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KRON
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cap. let me tell you, it was a busy one. attendees met with members of congress and other high-profile government officials all to address key issues. we faced back home. >> kicking off the day with the plots. more than 420 business and political leaders from california's capital region. now in washington, d.c., for the fifty-second annual capital to capital advocacy conference also known as kept a cat. organized by the sacramento metropolitan chamber of commerce. the four-day event includes more than 170 meetings with influential government leaders all with the end goal to secure billions of dollars in federal funding for back home. this is the place to be. let's invent the future. adressing the delegation. sacramento congressmember ami bera spoke about the need for economic development during a one-on-one interview. he said that must include a push to ensure money from the 1.2 trillion dollar bipartisan infrastructure law of 2021. continues to fund local projects for bridges, roadways an
cap. let me tell you, it was a busy one. attendees met with members of congress and other high-profile government officials all to address key issues. we faced back home. >> kicking off the day with the plots. more than 420 business and political leaders from california's capital region. now in washington, d.c., for the fifty-second annual capital to capital advocacy conference also known as kept a cat. organized by the sacramento metropolitan chamber of commerce. the four-day event...
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Apr 26, 2024
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they are all investing in the cap ex amy is saying we are only going to build up the cap ex if demand is there if you transition back to meta they are investing heavily they raised cap ex again the second thing is they are not showing as much cost control as others they are showing some. the cap ex is going to old reality labs business. investors see that as suspicious not all of it is going to a.i. the other bit that is quite clear is that google and microsoft have businesses benefitting from that. we are seeing the revenue. microsoft said 7% of growth in cloud was coming from a.i. products meta is actually not really clear what their business model is going to be they are giving away the models. >> investors do not like the metaverse one bit. one thing that is underreported is the digital ad business google with a rebound. double bdigits year over year. what does that tell you about the companies for microsoft and the tens of billions for google. for amazon, it is a big and growing business how important will the digital ad business be going forward >> it is the business. what happe
they are all investing in the cap ex amy is saying we are only going to build up the cap ex if demand is there if you transition back to meta they are investing heavily they raised cap ex again the second thing is they are not showing as much cost control as others they are showing some. the cap ex is going to old reality labs business. investors see that as suspicious not all of it is going to a.i. the other bit that is quite clear is that google and microsoft have businesses benefitting from...
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Apr 16, 2024
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whether it is mega cap tech or otherwise. >> we are still in that cap and quickly as well, just today the imf upgraded the us economic forecast from 2.1% up to 2.7% and at the beginning of the year the average economist was 1% so we are more than double that already. but to your point we are seeing some bifurcation in the market with interest rates happening. and a 20 - year low. they are really interest rate sensitive and pricing since covid, we would stick with large caps and i think the consolidation we've seen is a sideways, relative performance for tech was a positive and we are likely to see more reassured leadership because they have earnest momentum that is positive, these big balance sheets, they don't need financing from the debt markets and they are earning more cash and interest on that as well so we still think that's the place to be in this more volatile period we are seeing right now. >> which is why you are seeing purchasing on the dips of big cats. >> i totally agree with that statement. you need access to the biggest 20 us equities and you can't get that through any
whether it is mega cap tech or otherwise. >> we are still in that cap and quickly as well, just today the imf upgraded the us economic forecast from 2.1% up to 2.7% and at the beginning of the year the average economist was 1% so we are more than double that already. but to your point we are seeing some bifurcation in the market with interest rates happening. and a 20 - year low. they are really interest rate sensitive and pricing since covid, we would stick with large caps and i think...
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some of its extermination cap the this is the original o s s. the previous asset to the c i a, the documents and till the 21st of october, 1946 o. s. s agent m. as in bigelow, whose task was to locate and trace the gold looted by the nazis in world war 2 identified exactly what happened to the goal of that was taken in yugoslavia. actually in the independent state of croatia, he sent his report to mister harold glasser, director of mandatory. it was such that the us treasury building in washington dc. yeah, it's the full sequence content there. harold, the following report has recently been received from a reliable source in italy. it is sent to you in the belief that it may be of interest. the goal is to show organization crow sions, fascist organization headed by hand type avalanche removed funds from yugoslavia. estimated to total $350000000.00 swiss francs. the funds were launched in the form of gold coins above the funds brought from the 4000000 dependent crow at state where jews and serves with plundered to sup on the most to show organiza
some of its extermination cap the this is the original o s s. the previous asset to the c i a, the documents and till the 21st of october, 1946 o. s. s agent m. as in bigelow, whose task was to locate and trace the gold looted by the nazis in world war 2 identified exactly what happened to the goal of that was taken in yugoslavia. actually in the independent state of croatia, he sent his report to mister harold glasser, director of mandatory. it was such that the us treasury building in...
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Apr 8, 2024
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like all the other mega caps. the next time you think about betting against them or selling them, remember, even if there is a problem, these guys have so many ways to pull a rabbit out of the proverbial hat and turn things around. you don't get that trillion valuation for doing nothing. i like to say there is always a bull market somewhere. i promise to try to find it right here for you on "mad money." >>>right now on last call, call them the sneaky, hot, technology stocks. we have a take that you may be missing. cashing out. >>> what is really driving them inside. we have answers. $100 oil, right around the corner. it may be here sooner than you think. >>> cancel it. the student debt. president joe biden, reviewing a controversial new plan. could add to the cost of college? tax day, nearly here. how can you best preserve your money, your income, your wealth? real-world advice, you cannot
like all the other mega caps. the next time you think about betting against them or selling them, remember, even if there is a problem, these guys have so many ways to pull a rabbit out of the proverbial hat and turn things around. you don't get that trillion valuation for doing nothing. i like to say there is always a bull market somewhere. i promise to try to find it right here for you on "mad money." >>>right now on last call, call them the sneaky, hot, technology stocks....
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Apr 25, 2024
04/24
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year run where they outperformed large caps. in has been a long time coming. but i think the ellsberg -- the iceberg is thawing in the small-cap value area. katie: really enjoyed this conversation. our thanks to david sowerby. that us look at what is moving underneath these markets on a very busy earnings day. we have to start with meta. what is going on? >> the biggest drop since 2020 24 meta. people are focused on the second revenue forecast missing estimates, but also the company saying they expect to spend billions more than previously estimated on ai efforts. we had mark zuckerberg saying to investors, "be patient, please." it will take a long time to see results from this. he said if you are a smart investor, you will understand that. but the stock is down. it does not seem like that messages holding this morning. i thought mandeep singh from bloomberg intelligence had a good sum up of what is going on. he said the increased cap spending could be tied to the investments in generative ai. when you look at the losses in real
year run where they outperformed large caps. in has been a long time coming. but i think the ellsberg -- the iceberg is thawing in the small-cap value area. katie: really enjoyed this conversation. our thanks to david sowerby. that us look at what is moving underneath these markets on a very busy earnings day. we have to start with meta. what is going on? >> the biggest drop since 2020 24 meta. people are focused on the second revenue forecast missing estimates, but also the company...
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Apr 11, 2024
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the small caps. you are laughing. down 2%. vance, i know you and tom lee are big on small caps. does that change your threeesis? >> it does to some degree. let's alook at this. 15% of the russell 1,000 is showing negative earnings. they rely on the short-term borrowing power. higher rates impacts them. the russell 2,000 on the chart with the two-year, that is pushing to the up end. if you look at the six-month chart, it is breaking down. i think there is a hidden gem. i don't think it has been more correlated with the small caps in history. it's amazing. >> i think you may be finally admitting that right now is not the best time for small caps. we see big moves to the upside for the ten-year yield. i'll come over to nancy. you mentioned you are a multiasset adviser. is now the time for short-term bonds? we have seen the spike in bonds. is now the time for the 60/40 portfolio? >> we are cautious on the long end of the bond market in the united states because of the supply. by the way, the treasury auction did not go well yesterday. there is a lot of supply. having said that, what
the small caps. you are laughing. down 2%. vance, i know you and tom lee are big on small caps. does that change your threeesis? >> it does to some degree. let's alook at this. 15% of the russell 1,000 is showing negative earnings. they rely on the short-term borrowing power. higher rates impacts them. the russell 2,000 on the chart with the two-year, that is pushing to the up end. if you look at the six-month chart, it is breaking down. i think there is a hidden gem. i don't think it has...
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Apr 23, 2024
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the market cap is cut in half. the flagship innovations fund where this is a large holding, the popular funds are seeking fast. you have had a lot of redemptions, $2.2 billion that tops the outflows from all f 2023. here we are, justin april. tesla is down month to date. roku is down seven. rates are going up, it is not the greatest time in the world to own. nonprofitable and high multiple tech. >> i remember us having this conversation a few years ago, we were talking about the rate raising cycle. and the nonprofitable stock. the impact that higher rates have on these companies. the higher and longer story. we talked about this a lot this year. three cuts, now zero cuts, the material impact. not good. this is why we are seeing the price hashing. >> these long-duration stocks versus nonprofitable stocks that become profitable. look at the one-year performance of these two names, uber is up 128% . >> up 120% over the last year to date. we've been looking at this for quite some time. we saw a little bit of material p
the market cap is cut in half. the flagship innovations fund where this is a large holding, the popular funds are seeking fast. you have had a lot of redemptions, $2.2 billion that tops the outflows from all f 2023. here we are, justin april. tesla is down month to date. roku is down seven. rates are going up, it is not the greatest time in the world to own. nonprofitable and high multiple tech. >> i remember us having this conversation a few years ago, we were talking about the rate...
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yes, this center hasn’t been on fire yet, remember cap smartane, when the commandant’s office tried to twist him, but that was the case, good, stop it! yes, and 10 people, 10 people, he scattered them like kittens, there is such a singing drebodon, such jb doesn’t give up, his ribs are broken, maybe i ’ll start remembering too, no, about your weak stomach, do you hear, this is a prohibited technique, tell me, tell me, i remember, ah, well, well, our feathered one got into the habit of twisting from the master’s cellar, i told you , and my tummy is weak, here we are moving forward to clean up, that’s it, there are women and siskins among us, somehow the new computer is already glitching, yes, guys, in fact, let’s discuss this topic later sometime, okay, i welcome you , sword, great, i didn’t understand what it was, what kind of bullshit, and you’re from here, no, what kind of stupid jokes, knowing criminals, they not only managed to escape punishment, they despise the law, you will do what you usually do, in case of refusal, you will be immediately exposed, and your group
yes, this center hasn’t been on fire yet, remember cap smartane, when the commandant’s office tried to twist him, but that was the case, good, stop it! yes, and 10 people, 10 people, he scattered them like kittens, there is such a singing drebodon, such jb doesn’t give up, his ribs are broken, maybe i ’ll start remembering too, no, about your weak stomach, do you hear, this is a prohibited technique, tell me, tell me, i remember, ah, well, well, our feathered one got into the habit of...
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Apr 1, 2024
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even small caps relative to large caps are trying to make a stand. that is where you could have the most accusations of a head fake. we think it looks exciting and it gets knocked down but i think these things in energy and materials really generating some true excitement. jonathan: q4, kinda bizarre, the nature of seem to shift. can you walk us through the relationship and what happened and rate pricing and developed in equities? >> we saw a strange relationship after svb. if you look at tenure, it was equating to growth outperformance relative to value. i think there were a lot of things that drove the big cap tech stocks that i think one was better balance sheets. mag7. they basically don't have balance sheets as a basketball's of the rest of the market has regular months of debt. last year when we were seeing -- one of the safety trades was going into big tech. now i think we're starting to see sort of a different kind of fed narrative evolved this year. there has been rising angst. i think the cuts are on the table. maybe that is going to break.
even small caps relative to large caps are trying to make a stand. that is where you could have the most accusations of a head fake. we think it looks exciting and it gets knocked down but i think these things in energy and materials really generating some true excitement. jonathan: q4, kinda bizarre, the nature of seem to shift. can you walk us through the relationship and what happened and rate pricing and developed in equities? >> we saw a strange relationship after svb. if you look at...
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Apr 28, 2024
04/24
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should you have a cap? i am not in a situation no — should you have a cap? i am not in a situation no position _ should you have a cap? i am not in a situation no position to _ should you have a cap? i am not in a situation no position to advocate - situation no position to advocate for a hard cap but i can say we are taking measures that have been enacted and implemented to reduce legal migration by about 300,000 per year, by significantly increasing salary threshold, reducing the numbers of dependents who can come in with migrants. i think the british public want us to control, significantly reduce migration, legal as well as a stop illegal migration. we have 9 million people of working age in the uk not working. we have overl million people on unemployment benefit although that is as a percentage half of what it was under labour so i would like to see us prioritise getting those people into work, not importing labour in small quantities stop right there will be lots of debate about that in the next few days. what do you think? we always love to hear your
should you have a cap? i am not in a situation no — should you have a cap? i am not in a situation no position _ should you have a cap? i am not in a situation no position to _ should you have a cap? i am not in a situation no position to advocate - situation no position to advocate for a hard cap but i can say we are taking measures that have been enacted and implemented to reduce legal migration by about 300,000 per year, by significantly increasing salary threshold, reducing the numbers of...
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Apr 15, 2024
04/24
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KRON
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coming up, hundreds of business and political leaders attending the cap, the cap conference. we've got more from washington, d.c.. and fire crews putting out some heavy flames in the east bay. what they say caused this garage fire. in the east bay. fire crews in oakland working to put out a garage fire. they say started from a lithium battery combustion. they say the blaze sparked in the corner of east 21st to 19th avenues around 1 o'clock. firefighters say the heavy fire started in the garage of a 2 story building but was luckily contained before it grew. no injuries were reported. some interesting video here from a firefighter's helmet showing crews battling a house fire in san leandro. alameda county firefighters say they were able to put out this fire on fleming street in about 45 minutes. still no word on what caused the fire. but unfortunately, 2 families are now displaced. all right. let's get you a check. your 4 zone forecast tonight. taking a live look outside at the san mateo bridge. looks like a nice ride out there and a dry one as well. yeah, long giving us a look
coming up, hundreds of business and political leaders attending the cap, the cap conference. we've got more from washington, d.c.. and fire crews putting out some heavy flames in the east bay. what they say caused this garage fire. in the east bay. fire crews in oakland working to put out a garage fire. they say started from a lithium battery combustion. they say the blaze sparked in the corner of east 21st to 19th avenues around 1 o'clock. firefighters say the heavy fire started in the garage...
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Apr 2, 2024
04/24
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the energy price cap has _ slightly, hasn't it? the energy price cap has come _ slightly, hasn't it? the energy price cap has come down, - slightly, hasn't it? the energy l price cap has come down, which slightly, hasn't it? the energy - price cap has come down, which is good news to a lot of people in regards to energy prices coming down, because it has been one of the most expensive things. it's the lowest it's been for the last two years. however, people that were receiving additional support from the government, that has now stopped. the additional payment people are getting to help with energy prices, that has now stopped. we are going into the summer months, hopefully our usage should be less, but with the weather, who knows? hopefully, the leases should be less and the prices come down, that should be good news for a lot of people. should be good news for a lot of --eole. ., ~' ,, should be good news for a lot of --eole. ., ~ ,, ., ., should be good news for a lot of --eole. ., ~ ., ., , ., people. thank you for “oining us
the energy price cap has _ slightly, hasn't it? the energy price cap has come _ slightly, hasn't it? the energy price cap has come down, - slightly, hasn't it? the energy l price cap has come down, which slightly, hasn't it? the energy - price cap has come down, which is good news to a lot of people in regards to energy prices coming down, because it has been one of the most expensive things. it's the lowest it's been for the last two years. however, people that were receiving additional...