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p, which has tried to rims high ones economy all pages and fluids. but because of the problem with that, so old integration, sage, and has been stopped by the telling these people. so that's quite the pivotal far for insurance itself. our, our, our relations with a room then though the world was launch, the looking elsewhere, mostly a deadly protest happening at the same time in ukraine. the protest has faced a similar set of questions move closer to their authoritarian neighbor, which onset own democratic future. indeed russians, antic station of crime in triggered by the process and ukraine was formalized on march. the 18th, 2014, the exact fav which is inside pace i'm interested in. so i want the sunflower movements monthly motions of a new political generation. leach and i was just 9 years old when she, with her parents joined hundreds of thousands on this type, the streets in supports of the students. now, what university herself, she says with some families, minutes continues to shape you of time once future. lawrence is a about us only though
p, which has tried to rims high ones economy all pages and fluids. but because of the problem with that, so old integration, sage, and has been stopped by the telling these people. so that's quite the pivotal far for insurance itself. our, our, our relations with a room then though the world was launch, the looking elsewhere, mostly a deadly protest happening at the same time in ukraine. the protest has faced a similar set of questions move closer to their authoritarian neighbor, which onset...
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Mar 9, 2024
03/24
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the p. p. p. has won the presidency, he was elected defeating opposition, back my mood con aspects i with an over whelming, majority of a 0 is coming to hide or is in the capital his mom about. so come all this is a when a big way. and in fact, for the ruling coalition, whether that so the ruling correlation, ready for date. but if you are deal projection, they will tell you that there's been direct election that they were discrepancies. in fact, the presidential candidate for the opposition rented the election dimension saying that there should be performed on day to day were able to get there and the fees that did not happen. however, they did take part in days and their daddy had the support of the progress on which they believed that was another key parties that form the correlation government and it's all about. so he got $255.00 boards, whereas the drug guy got a $119.00 was to come out if we take a slightly longer look at the ark of pakistani politics since april 2022. when im wrong, con wa
the p. p. p. has won the presidency, he was elected defeating opposition, back my mood con aspects i with an over whelming, majority of a 0 is coming to hide or is in the capital his mom about. so come all this is a when a big way. and in fact, for the ruling coalition, whether that so the ruling correlation, ready for date. but if you are deal projection, they will tell you that there's been direct election that they were discrepancies. in fact, the presidential candidate for the opposition...
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p. p which has tried to rims high ones economy all stages influence. but because of the problem with that, so all the integration say it and has been stopped by the towing these people. so does quite the pivotal, far as for instance, itself, our power or relations with a room den though the world was launch the looking elsewhere, mostly a deadly protest happening at the same time in ukraine. the protest has faced a similar set of questions move closer to their authoritarian neva, which on their own democratic future. indeed russians, antic station of crime in triggered by the process and ukraine was formalized on march. the 18th 2014, the exact same process as in type pay to the legislature in taiwan. the sunflower movements, monthly motions for the new political generation leech. and i was just 9 years old . when she, with her parents joined hundreds of thousands on this type, the streets in supports of the students. now, what university herself, she says with some found movements continues to shape you of tie once future. lawrence is a about us only
p. p which has tried to rims high ones economy all stages influence. but because of the problem with that, so all the integration say it and has been stopped by the towing these people. so does quite the pivotal, far as for instance, itself, our power or relations with a room den though the world was launch the looking elsewhere, mostly a deadly protest happening at the same time in ukraine. the protest has faced a similar set of questions move closer to their authoritarian neva, which on their...
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i bought this surveillance on, you know, chat g p, p is, has been called a great plagiarism machine and it runs on data that is not to it, but it's also streaming data. so data today is capital and the, some of these companies that are creating robots that uh, provide translation services, for example, are also collecting that data and then something them to parties. but i mean it's, it's fascinating when you think about it and it makes you wonder to if we're going to see the, the singularity event happened this decade of the next decade. and if, if so, will the merge of machine and man will that make a difference to me, these are huge questions. fascinating. so glad we got to talk with you jennifer roberts and please come back as i have a feeling go be lots to talk about in the future. thank you. thank you very much for inviting me. it was a pleasure and i hope to come back. thank you. it was a day you can see use online and remember what ever happens between now and then. tomorrow is another day. we'll see you then and the climate change is threatening our food supply. $1089.00 and al
i bought this surveillance on, you know, chat g p, p is, has been called a great plagiarism machine and it runs on data that is not to it, but it's also streaming data. so data today is capital and the, some of these companies that are creating robots that uh, provide translation services, for example, are also collecting that data and then something them to parties. but i mean it's, it's fascinating when you think about it and it makes you wonder to if we're going to see the, the singularity...
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p. p which has tried to rims high ones economy all pages and fluids because over the summer. so old integration, sage, and has been stopped by the towing these people. so that's quite the pivotal, far as the for insurance itself our, our, our relations with a room. then though the world was launch, the looking elsewhere, mostly a deadly protest happening at the same time. and you crank the protest has faced a similar set of questions move closer to direct or tearing neighbor, which on set own democratic feature. indeed, russians antics ation of crimea, triggered by the process and ukraine was formalized on march. the 18th 2014, the exact same process as inside pay. stuart the legislation in taiwan the sometime these men smoke the emotions of a new political generation legion. i was just 9 years old when she, with her parents joined hundreds of thousands on this type, the streets in support of the students. now what university herself, she says with some families, minutes continues to shape you of tie wants future door and says about us on the top. so people will think on our
p. p which has tried to rims high ones economy all pages and fluids because over the summer. so old integration, sage, and has been stopped by the towing these people. so that's quite the pivotal, far as the for insurance itself our, our, our relations with a room. then though the world was launch, the looking elsewhere, mostly a deadly protest happening at the same time. and you crank the protest has faced a similar set of questions move closer to direct or tearing neighbor, which on set own...
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Mar 21, 2024
03/24
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-- s&p. also said he will step down. what are the intricacies of managing the swiss economy? >> keeping the track record of it to. the legacy of thomas is he has the best inflation track record of any central bank. that is the principal challenge going forward, to make sure there is no question that the credibility will be maintained. and in the longer term, the question will be, how do you deal with a bank that is going to be very large compared to gdp? and that is the legacy of the ending of credit suisse. >> would he be worried about market reaction? >> i don't think so. they have known -- they know how to surprise markets, they have done it before. i think you could perfectly justify the decision. he could have also waited. when you look at the inflation forecast, there is not much point in waiting so why not go ahead. i don't anticipate any problems. if he gets a little currency weakness out of this, then i think that is perfectly fine. this will not create any market reactions but it do
-- s&p. also said he will step down. what are the intricacies of managing the swiss economy? >> keeping the track record of it to. the legacy of thomas is he has the best inflation track record of any central bank. that is the principal challenge going forward, to make sure there is no question that the credibility will be maintained. and in the longer term, the question will be, how do you deal with a bank that is going to be very large compared to gdp? and that is the legacy of the...
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Mar 14, 2024
03/24
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the s&p 600 has more quality and more profitable russell names, where is the russell, where is the s&p 600 here today. 600 is weaker than the russell 2000 this week, this week. and year to date at the heart of the weakness, is the stress in the regional banks? full stop. >> steve leishman. the last mile so to speak, i do hear a lot that it is going to be the hardest. i am wondering how you think based on your conversations, reporting or whatever else, your intuition on what you think policymakers are thinking about the last mile, whether they might be surprised to find it stickier than they expected it to be or maybe it won't be, what do you think? >> this is one of those scenarios where theory comes up against practice, there should be no reason why that ast percentage point is tougher, there is a potential difference in the source of that disinflation for example, a lot of the disinflation we have had so far seems to be supply-side, you might have reached a limit to the extent in which ou can have inflationary improvement through the supply-side and the rest of the chunk comes from
the s&p 600 has more quality and more profitable russell names, where is the russell, where is the s&p 600 here today. 600 is weaker than the russell 2000 this week, this week. and year to date at the heart of the weakness, is the stress in the regional banks? full stop. >> steve leishman. the last mile so to speak, i do hear a lot that it is going to be the hardest. i am wondering how you think based on your conversations, reporting or whatever else, your intuition on what you...
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Mar 11, 2024
03/24
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. >> let's not lose sight of the fact that the s&p 500 small caps has outperformed s&p. >> is that new high for the equal weight s&p 500? did you realize one fifth of that index hit a new 52-week high recently. so it's not like you've had a vacuum. you had the stocks at the top go down and nothing else is shoring up the foundation. >> yeah. well i -- that's the point. the broadening is happening. it's possible for the rest of the market to come up to meet where the magnificent seven or fabulous five, what are they are. it's possible to come up and meet that performance. i think it's happening. i do see the broadening. i mentioned it in equal weight and small caps. but i don't see the breakdown we're talking about here in terms of momentum. i see nvidia up two and a half percent the last week. that's pretty strong momentum. if question look at friday sure it was down but that's one day. >> talking about the reversal from friday which was powerful and had follow through -- >> it's just one day. >> i'm not disagreeing with that. >> it is just one day and one day doesn't a trend make. when
. >> let's not lose sight of the fact that the s&p 500 small caps has outperformed s&p. >> is that new high for the equal weight s&p 500? did you realize one fifth of that index hit a new 52-week high recently. so it's not like you've had a vacuum. you had the stocks at the top go down and nothing else is shoring up the foundation. >> yeah. well i -- that's the point. the broadening is happening. it's possible for the rest of the market to come up to meet where the...
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Mar 4, 2024
03/24
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the s&p 500 has been on the brink of gains and losses and we are trying to rake back into a new recordrmly above the 51 .47 level, the nasdaq 100 and steepening losses. .2% lower on the date. it almost broke into the green. we are not quite there yet. the two year yield, head, critical economic data later in the week before the two year yield at 461, an eight basis point move. we broke below 455 at the tail end of last week and we are watching the 10-year yield take a four basis point move higher on the day and also watching bitcoin on the side of past 57,000 dollars and less than $2000 away. that. does it for bloomberg markets. it will be a busy one -- that does it for bloomberg markets, today will be a busy one. ♪ how am i going to find a doctor when i'm hallucinating? what about zocdoc? so many options. yeah, and dr. xichun even takes your sketchy insurance. xi-chun, xi-chun, xi-chun! you've got more options than you know. book now. thanks to avalara, we can calculate sales tax automatically. avalarahhhhhh what if tax rates change? ahhhhhh filing sales tax returns? ahhhhhh business
the s&p 500 has been on the brink of gains and losses and we are trying to rake back into a new recordrmly above the 51 .47 level, the nasdaq 100 and steepening losses. .2% lower on the date. it almost broke into the green. we are not quite there yet. the two year yield, head, critical economic data later in the week before the two year yield at 461, an eight basis point move. we broke below 455 at the tail end of last week and we are watching the 10-year yield take a four basis point move...
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got a t p p and save us still post by the kolowski i t p p. a key to crime is new energy system. and now the peninsula is energy independence. eric crime is perennial problem supplies of fresh water that was aggravated in 2014 when ukraine blocked the north crime in canal under warranty. up located in see is strategic the important facilities of being built in the us in federal and service built in the future. you won't have sources will be source dissemination, plans will be built in water supply system. this will be more than nice from this down to the crime in spring incorporation with russia to focus this being on the destroyed health care system benefit from mountain surgery. people used to have to go to the capital. today there's a comprehensive patient support system for more than room medical posts to multi purpose health center. the think was in the midst of villages to put the book, teach us because of the last bullying they go, the list of the 3 cross like a person says get set the unless one of the computers come over for the wrong
got a t p p and save us still post by the kolowski i t p p. a key to crime is new energy system. and now the peninsula is energy independence. eric crime is perennial problem supplies of fresh water that was aggravated in 2014 when ukraine blocked the north crime in canal under warranty. up located in see is strategic the important facilities of being built in the us in federal and service built in the future. you won't have sources will be source dissemination, plans will be built in water...
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Mar 5, 2024
03/24
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if you look at the s&p 493 or the s&p everything else, it has been good.f you look at the mag seven of that, it is up 30%. everything up is up 25. you are getting a pretty good trade by picking up a lot of good diversification. >> for the people just listening, s&p since october 27th, up24%. equal weight up 24%. you are looking at something that is a good investment right now. bonds and corporate bonds. the ztwotf. >> we bought it to invest in corporate bonds. we want to give folks a current coupon. people get sideways with a lot of them and it is hard to pick things. if you look at the bond indices, they are full of bonds and some don't trade well so it prices things off. i want to have people to have precise moves with duration. there are a lot of bonds coming to offer on a regular basis. investors will get the current coupon in the four or five. forced to wait for years makes it difficult. >> you call target which reports later today. analysts are expecting same-store sales to fall. they also guided to sales to be lower and maybe last. what is the growt
if you look at the s&p 493 or the s&p everything else, it has been good.f you look at the mag seven of that, it is up 30%. everything up is up 25. you are getting a pretty good trade by picking up a lot of good diversification. >> for the people just listening, s&p since october 27th, up24%. equal weight up 24%. you are looking at something that is a good investment right now. bonds and corporate bonds. the ztwotf. >> we bought it to invest in corporate bonds. we want to...
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everything changed completed in reco, breaking time simpler robust reach has got a t p p and see if i still post by the kolowski i t p p, a key to crime is new energy system. and now the peninsula is energy independence. eric crime is perennial problem supplies of fresh water that was aggravated in 2014 . when you crane blogs, the north crime in canal underwater blockade and see is strategic the important facilities have been built in the simpler offer instead of as built in the future, you want to sources will be thoughts, piece of a nation. funds will be built in water supply system. this will be more than nice from this down to the crime in spring incorporation with russia to focus is being on the destroyed health care system to benefit from more than surgery. people used to have to go to the capital today, there's a comprehensive patient support system for more than room medical posts to multi purpose health center. i think within those of let them use to go just to put the book, teach us because of the last believing they go, the voice of the quote pretty cross like a person. it'
everything changed completed in reco, breaking time simpler robust reach has got a t p p and see if i still post by the kolowski i t p p, a key to crime is new energy system. and now the peninsula is energy independence. eric crime is perennial problem supplies of fresh water that was aggravated in 2014 . when you crane blogs, the north crime in canal underwater blockade and see is strategic the important facilities have been built in the simpler offer instead of as built in the future, you...
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got a t p p and see if i still post by the kolowski i t t p a key to crime is new energy system and now the peninsula is energy independence. private crime is perennial problem supplies of fresh water that was aggravated in 2014, when ukraine blogs, the north crime in canal underwater blockade and see is strategically important facilities have been built in the a simple rule for a service built in the future. you won't have sources will be thoughts, piece of a nation fonts will be built in water supply system. this will be more than nice from this down to the crime in spring incorporation with russia to focus is being on the destroyed health care system. the benefit for more than surgery, people used to have to go to the capitol. today there's a comprehensive patient support system for more than room medical posts to multi purpose health center. the think was in the midst of go just to port the teachers because of the last bullying they go to the was the quote pretty cross like a person says good says the unless the computer is come over for the wrong. if that is on switch them over
got a t p p and see if i still post by the kolowski i t t p a key to crime is new energy system and now the peninsula is energy independence. private crime is perennial problem supplies of fresh water that was aggravated in 2014, when ukraine blogs, the north crime in canal underwater blockade and see is strategically important facilities have been built in the a simple rule for a service built in the future. you won't have sources will be thoughts, piece of a nation fonts will be built in...
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and now has m r p. so all the price and there's that buy tickets in m r p j as they can track that carbon emissions pencil. and they all set that seems to be for us as an programs that we provide if we can create a, an economy based on environment. we have all the penalties in place now. the question is, how serious are we to actually reduce the carbon emissions a miss. a lot of them will not come across from relation to the in boost sound of him up and it'd be give them one that up and bring it to me like in the la young a minute. and i'm about to use that long so much looking at, i'm going to hang up and i'm a little lump. we need to, to balance our, all of the elements, or just put that into the medical diet. it will be somewhat similar, same by monday and let me see on community on the moon, on the new the i'm yeah, i'm here in the design. so we begin to but i'm gonna get into what i'm wondering to got on an extended on commodity. the models, siad. yeah, i just done done on the bus and fucking fucki
and now has m r p. so all the price and there's that buy tickets in m r p j as they can track that carbon emissions pencil. and they all set that seems to be for us as an programs that we provide if we can create a, an economy based on environment. we have all the penalties in place now. the question is, how serious are we to actually reduce the carbon emissions a miss. a lot of them will not come across from relation to the in boost sound of him up and it'd be give them one that up and bring...
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m r p. so all the press centers that by d kept in m r p j as they can practice that carbon emissions cancel out the last step. that seems to be for us as an programs that we provide if we can create a, an economy based on environment. we have all the penalties in place now. the question is, how serious are we to actually reduce the carbon emissions? a lot of them will not come across from relation to the in the who sound came up and it me give them one that up and bring it to me like in the la young. and i'm about to use that also myself and then i'm going to hang up in the other lump we need to, to balance our on all of the elements or. 6 just put that into the medical diet. it will be somewhat similar the same, but let me um, let me see um, community on the moon on the new the alum. yeah, i'm here in the design. so we begin for fun. i'm gonna get into. i'm only getting like an extended on commodity the other side. yeah, i just done done the bus and fucking fucking only doing it to the park
m r p. so all the press centers that by d kept in m r p j as they can practice that carbon emissions cancel out the last step. that seems to be for us as an programs that we provide if we can create a, an economy based on environment. we have all the penalties in place now. the question is, how serious are we to actually reduce the carbon emissions? a lot of them will not come across from relation to the in the who sound came up and it me give them one that up and bring it to me like in the la...
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they had old p u ends atomic energy. what stock says he now has the legal right to investigate any further attacks on this up corruption? you could have helped on that happen. now, my reaction would be very different, because now i have a monday to look into these to ask questions to try to determine what has happened, the fellow on good morning, live 247 from the russian capital. this is all to international. it's good to see while taking us of this. how are those who support high ones, independence playing with far on will get bond. there's lots of warning war from china's top diploma to was speaking off to the start day of the national people's congress. so you got 2 more years. the one china principal is already a prevailing international consensus. those who come to life and support. so i want independence or just challenging china, southern and see certain countries that students is the maintaining official relationship with die one just in to see it in, in china's internal affairs. the stronger the commitment to t
they had old p u ends atomic energy. what stock says he now has the legal right to investigate any further attacks on this up corruption? you could have helped on that happen. now, my reaction would be very different, because now i have a monday to look into these to ask questions to try to determine what has happened, the fellow on good morning, live 247 from the russian capital. this is all to international. it's good to see while taking us of this. how are those who support high ones,...
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Mar 28, 2024
03/24
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soap the s&p has only caught up to what we're seeing from a profit perspective you can say certainly outside of some of the top ten stocks that these stocks are not overvalued when looking at their earnings power and potential, but that you have to be selective for those that are actually able to drive earnings growth. i think that's going to be where you start to see this dispersion or differentiation >> brad gerstner right here yesterday made the argument about the mega caps that the multiples are not in bubble territory. if you look at multiples, google is trading at 19 times, nvidia 31 times not in bubble territory. of course he was comparing those to the historical highs. you have to get it right we continue to own those names in our portportfolios. the sector leadership in the first quarter is more even than maybe some actually realize between tech and energy and financials almost neck and neck, and the top sectors over the past month, by the way, technology is at the bottom of a very crowded list led by energy and then materials and utilities and comp services and industrials
soap the s&p has only caught up to what we're seeing from a profit perspective you can say certainly outside of some of the top ten stocks that these stocks are not overvalued when looking at their earnings power and potential, but that you have to be selective for those that are actually able to drive earnings growth. i think that's going to be where you start to see this dispersion or differentiation >> brad gerstner right here yesterday made the argument about the mega caps that...
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Mar 11, 2024
03/24
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are given the same weighting, in that case of the equal weight s&p has overtaken its 2020 two peak suggesting is this broadening which should assuage concerns around concentration risk. china's npc is wrapping up. we take a look at why there was more of a focus on what the leaders did not do. we will bring you inside from one of the smartest people on china and that economy. stay with us. this is bloomberg. ♪ tom: welcome back. china's annual session of parliament the national people's congress wreps up in half an hour's time with perhaps more emphasis on what leaders did not do than what they actually did. joining me now is michael pettis and someone who has followed the story of china's economy for years in granular detail. few people have the kind of insights that michael pettis has. one line that stood out, consumption, the only potential engine of growth for 2024 for china is consumption. unpack that line. >> for a large economy there is only two sources of growth, investment and consumption. if you go to the various components of investment, there are three big areas. there is the prope
are given the same weighting, in that case of the equal weight s&p has overtaken its 2020 two peak suggesting is this broadening which should assuage concerns around concentration risk. china's npc is wrapping up. we take a look at why there was more of a focus on what the leaders did not do. we will bring you inside from one of the smartest people on china and that economy. stay with us. this is bloomberg. ♪ tom: welcome back. china's annual session of parliament the national people's...
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p, 's. both worlds are key space hard to do, you know, for a to help bring the piece fashion between a restaurant and you can, i think part of the reasoning is because the world has when this stuff aging has successfully mediated every push mon, between rivalries are between saudi arabia and iran your last year, and also, you know, had the press briefing. one you has read, each rated that china has the old china has done is to push for peace tops in russia. china relations was a topic, a t one that came up during the press conference with the for administer. b very famously, of course, the new limits partnership, one of the prospect through tonight for the near future, the both of them has to be each rated. the china stands on russia is based on not alliance, non non compensation and non targeting of 3rd parties. and this is a china has to be, but basically has repeatedly saying the suspense which is on trying to rush and comprehensive, strategic partnership and coordination for the new id a
p, 's. both worlds are key space hard to do, you know, for a to help bring the piece fashion between a restaurant and you can, i think part of the reasoning is because the world has when this stuff aging has successfully mediated every push mon, between rivalries are between saudi arabia and iran your last year, and also, you know, had the press briefing. one you has read, each rated that china has the old china has done is to push for peace tops in russia. china relations was a topic, a t one...
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of course, p-g-and-e's has positioned crews in the sierra to respond quickly to outages. we also have plenty of equipment stockpiled and ready to go. so that as we start to see damage to things like poles, wires and other pieces of equipment, we don't have to leave the area. >> it's going to be right at hand. >> p-g-and-e's has helicopters and four wheel drive vehicles on standby to get to remote areas. some roads into the sierra are now closed because of the snow. >> take a look at donner summit. just about an hour ago. look at that. traffic was at a standstill. fierce winds and heavy snow are making it hard to see. we talked to some drivers who told us they had to make it through anyway. >> where are you going? reno there's a blizzard. yeah i have to go there, unfortunately. >> and uh- got to turn around and come back. so hopefully for some safe travels, we're going to go until we can't go no more and then we'll cab up, turn the heater on when it blows over. >> we'll keep on trucking. >> chp is simply telling drivers stay away and conditions are turning out to be as bad
of course, p-g-and-e's has positioned crews in the sierra to respond quickly to outages. we also have plenty of equipment stockpiled and ready to go. so that as we start to see damage to things like poles, wires and other pieces of equipment, we don't have to leave the area. >> it's going to be right at hand. >> p-g-and-e's has helicopters and four wheel drive vehicles on standby to get to remote areas. some roads into the sierra are now closed because of the snow. >> take a...
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Mar 26, 2024
03/24
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. >> he has already had to raise his target on the s&p a couple times. everybody has. yesterday we got more bumps from 5400, 5200. the s&p right now at 52.28. you can see why this is progressive. >> right. i would imagine the path to get to that place will be bumpy. i don't think we will have one that stays under 13 for the entirety of the year especially if we do approach a cutting cycle. depending on what the data looks like as we approach the cutting cycle, because it will start to be interpreted in a way that now they are cutting because things are cooling too much. the other thing about the sector behavior, you are seeing life out of the defensive sectors. utilities and you have not seen that for a while. i think right now, the trade is about dividends. i don't think it is about fear. >> dividends preparing for the fact that yields will continue to go down because the cutting expectations go up. so therefore utilities. >> correct. and they are defensive sectors by nature. i think the interpretation might get mixed for a little while and if defensive sectors are ca
. >> he has already had to raise his target on the s&p a couple times. everybody has. yesterday we got more bumps from 5400, 5200. the s&p right now at 52.28. you can see why this is progressive. >> right. i would imagine the path to get to that place will be bumpy. i don't think we will have one that stays under 13 for the entirety of the year especially if we do approach a cutting cycle. depending on what the data looks like as we approach the cutting cycle, because it...
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Mar 18, 2024
03/24
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you have got tesla which has the highest p-e ratio, the lowest growth right now of all of them, that'sallen out of favor. nvidia got two upgrades today, the other one is sort of muddling around so far. are you in these right now? are you looking to buy them? what are you doing? >> well we don't really like to try to play the game of catchup, we never have. i will put a stake in the ground to say we never will. that being said i think "the magnificent seven" can tell you a lot about where the growth is and there's two letters that say that, a.i. a.i. is the growth engine as you open up your show talking about that and it's very difficult to buy stocks that are delivering it so nvidia seems to be the only one investor know about at least right now and that's why it is so hot. charles: right. of course nvidia, gary is pointing out today, a lot of time these big events can be times when the smart money eases out. it is way off the highs of the day, but again the keynote is still coming up. i know there is a stock you like, synopsys. full disclosure, my subscribers are long the stock. i'm i
you have got tesla which has the highest p-e ratio, the lowest growth right now of all of them, that'sallen out of favor. nvidia got two upgrades today, the other one is sort of muddling around so far. are you in these right now? are you looking to buy them? what are you doing? >> well we don't really like to try to play the game of catchup, we never have. i will put a stake in the ground to say we never will. that being said i think "the magnificent seven" can tell you a lot...
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because on one hand jpmorgan, i think their strategist has the lowest target for the s&p.ot a believer but you have jpmorgan analyst is actually saying "the magnificent seven" are actually undervalued, undervalued to the rest of the market. i mean, do you think there is some truth to that? >> yeah, there is some truth to that. the market multiple that investors are willing to put on some of these stocks is pretty reasonable. even if we're talking about 45-x on a p-e basis which sounds high. you look at the potential earnings of some of these companies, nvidia, for example, probably the best example. you apply -- i put something more like a 50-x multiple on nvidia's potential earnings. which means that stock probably can double from here. so yes, there is a lot of insight that people are missing in terms of yeah, how good are our companies earnings and what are investors willing to pay up for those earnings? in that case no, we're not, i don't think we're not expensive. charles: right. >> some stocks are. i think the ones that have gotten beaten up like tesla got very expen
because on one hand jpmorgan, i think their strategist has the lowest target for the s&p.ot a believer but you have jpmorgan analyst is actually saying "the magnificent seven" are actually undervalued, undervalued to the rest of the market. i mean, do you think there is some truth to that? >> yeah, there is some truth to that. the market multiple that investors are willing to put on some of these stocks is pretty reasonable. even if we're talking about 45-x on a p-e basis...
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c, p. c. central committee, mr. wong e. well, during bad nearly to our press briefing he has touched, he has colored a wide range of issues and nobody has touched about china's relations. so with the united states we, they european union with, of course, with the restaurant. and also he as had touch it a pound of china's on a stance on a tie. one issue last, i won't flush of which he has written each rated. that'd be tie one east part of china and a 60 a and the board part of the chinese territory. well, you mentioned the oversee the foreign policy plans. we also hearing the pool, it's the china could become a mediator in the world between russia and ukraine such to me, it's diplomatic. cloud has been growing in recent years. how like to just about is . yeah, i think the of the, one of the reason trigo to why, you know, there's a lot of talks about aging. can you can again act as a piece may for a p p, spoke of worlds, are key space or 2 and 2, you know, so a, to help bring the piece back between a brush and that you can, i
c, p. c. central committee, mr. wong e. well, during bad nearly to our press briefing he has touched, he has colored a wide range of issues and nobody has touched about china's relations. so with the united states we, they european union with, of course, with the restaurant. and also he as had touch it a pound of china's on a stance on a tie. one issue last, i won't flush of which he has written each rated. that'd be tie one east part of china and a 60 a and the board part of the chinese...
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c, p. c's, a central committee, mister wong, e. well, during bad, nearly to our press briefing he has touched, we have covered a wide range of issues and nobody has touched about china's relation. so with the united states, we, they european union with, of course, weeds of russia. and also he, as had such a pound of china as i'm sure stands on. i tie one issue last, i won't flush of which if you has written each rated, that'd be tie one east with part of china and a $68.00 in the world part of the chinese territory. well, you mentioned the oversee, the foreign policy plans were also hearing reports, the china could become a mediator in the world between russia and ukraine, searching its diplomatic cloud has been growing in recent years. how like to just about is or yeah, i think the of the one of the reasons shriek, or the why, you know, there's a lot of talk step aging can you can again act as a piece may for a p p. 's bulk of worlds are key space or to an to, you know, a to help bring the piece passion between a restaurant. and y
c, p. c's, a central committee, mister wong, e. well, during bad, nearly to our press briefing he has touched, we have covered a wide range of issues and nobody has touched about china's relation. so with the united states, we, they european union with, of course, weeds of russia. and also he, as had such a pound of china as i'm sure stands on. i tie one issue last, i won't flush of which if you has written each rated, that'd be tie one east with part of china and a $68.00 in the world part of...
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c, p. c's, central committee, mister wong, e. well, during bad, nearly to our press for anything he has touched, we have covered a wide range of issues and nobody has touched about china's relation. so with that, the united states we, they european union with, of course, weeds of russia. and also he as had such a pound of china as i'm sure stands on, i tie one issue last, i won't flush of which he has written each rated that we tie one easy part of china and the 68 in the world. part of the chinese territory. what you mentioned that obviously the foreign policy plans were also hearing the pool. it's the china could become a mediator in the world between russia and ukraine. subsidy. its diplomatic cloud has been growing in recent years. how long did you say about is or yeah, i think the of the one of the reasons trees or the why, you know, there's a lot of called stuff aging can. you can again act as a peace may, for a peaceful kind of world for our key space, hard to um, to you know, a to help bring the piece fashion between a br
c, p. c's, central committee, mister wong, e. well, during bad, nearly to our press for anything he has touched, we have covered a wide range of issues and nobody has touched about china's relation. so with that, the united states we, they european union with, of course, weeds of russia. and also he as had such a pound of china as i'm sure stands on, i tie one issue last, i won't flush of which he has written each rated that we tie one easy part of china and the 68 in the world. part of the...
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actually pay more of the g d p for defense. now is the calling for other outlets to support a ukraine to defend itself against russia? a. this is a make shift fund, but remind us there has been a bigger funds that congress has been debating what, what's, what's going on with that? that's right, it's silvia installed because many republicans are saying that the us should 1st take care of the solving board with its own board is before helping other allies like ukraine, like israel, i take long like be in the pacific. and that's also something that the speaker of the house of representative has repeatedly said. then that's quite interesting because a polish it prime minister addressed him today was pretty darn it was. he said he must be aware. and i hope he is already aware that on his individual decision depends the fate of millions of people. and this comes at a time where there was concern also. because recently we had a meeting between the prominence of hungary, victor or button with the donald trump and model lago in florida.
actually pay more of the g d p for defense. now is the calling for other outlets to support a ukraine to defend itself against russia? a. this is a make shift fund, but remind us there has been a bigger funds that congress has been debating what, what's, what's going on with that? that's right, it's silvia installed because many republicans are saying that the us should 1st take care of the solving board with its own board is before helping other allies like ukraine, like israel, i take long...
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p now, if spending goes up by 15% of gdp, it's hard to surprising that the tax burden has gone up byo cope with it, points. yes. to cope with it, we've been through an event that in its financial impact, it's almost like that of a war. >> do you think the government spent too much money during covid? >> well, i think possibly the government did spend too much money you didn't money during. but you didn't hear saying that at time. >> but then what do you think? has more damaging the has been more damaging for the economy, brexit? that's economy, covid or brexit? that's the debate that often takes the big debate that often takes place dinner table . place at the dinner table. >> don't think brexit >> well, i don't think brexit has any damaging on has had any damaging effect on the would be my own. the economy. would be my own. >> tell the europhiles. >> tell that to the europhiles. why you say that? why do you say that? >> well, i may say it to you. well if you just look at our trade statistics and our trade statistics with europe, they're trade statistics and our trade statison; with
p now, if spending goes up by 15% of gdp, it's hard to surprising that the tax burden has gone up byo cope with it, points. yes. to cope with it, we've been through an event that in its financial impact, it's almost like that of a war. >> do you think the government spent too much money during covid? >> well, i think possibly the government did spend too much money you didn't money during. but you didn't hear saying that at time. >> but then what do you think? has more...
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all the political bureau of c, p, c, c, p. c. central come maybe mr. wong e. well, during bad, nearly to our press for anything he has touched, he has covered a wide range of issues and nobody has touched about china's relations. so with the united states we, they european union with, of course, with the restaurant. and also he as had touch it of pounds, a china and stands on a tie. one issue last, i won't flush of which he has written each rated. that'd be tie one easy part of china and a $68.00 in the board. part of the chinese territory. what you mentioned that obviously the foreign policy plans were also hearing the pool. it's the china could become a mediator in the world between russia and ukraine. searching its diplomatic cloud has been growing in recent years. how long to just about is a yeah, i think the of the one of the reason, shriek, or the why, you know, there's a lot of top step aging can you can again act as a piece may for piece broke of worlds are piece base hard to um, to, you know, for a to help bring the piece packs between a brush and tha
all the political bureau of c, p, c, c, p. c. central come maybe mr. wong e. well, during bad, nearly to our press for anything he has touched, he has covered a wide range of issues and nobody has touched about china's relations. so with the united states we, they european union with, of course, with the restaurant. and also he as had touch it of pounds, a china and stands on a tie. one issue last, i won't flush of which he has written each rated. that'd be tie one easy part of china and a...