44
44
Jan 23, 2023
01/23
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CNBC
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eye 44
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the arcs of the world to get that beta. you can find it in every industry, but you just have to look and pick. >> how do you assess this part of the conversation we are talking about, steph's move into, you know, the homebuilder is fine, but out of what was deemed out of a defensive stock and held up, but is it time to switch the way you think about the market >> it's interesting. i totally get her trade because if you look at consumer staples in general, consumer stipples have some of the highest multiples, if not the highest of all sectors. you have seen so many people went very heavy into defensive last year. if you run under the narrative that the economy is not going to be as bad as i thought it was going to be, take profits on that and go into something like a homebuilder. because, to me, the home builders have been incredible to point. i bought lennar at, like, 65, and sold it at 80 because i thought, well, for sure it's going to come down it never has the home builders have continued to be one of the strongest secto
the arcs of the world to get that beta. you can find it in every industry, but you just have to look and pick. >> how do you assess this part of the conversation we are talking about, steph's move into, you know, the homebuilder is fine, but out of what was deemed out of a defensive stock and held up, but is it time to switch the way you think about the market >> it's interesting. i totally get her trade because if you look at consumer staples in general, consumer stipples have some...
71
71
Jan 15, 2023
01/23
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CNBC
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eye 71
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. >> listen, i think silver gives you a beta exposure to gold. i think both of those we spoke on the previous show about vix and volatility i think particularly as you start to see some out-performance of these higher beta names that have lagged you probably want to barbell that against something that gives you a safer play i think all those makes sense to a portion of that play >> carter, i know you like silver >> yesch am issue here it's all about your time frame. cold has come a long way it's becoming quite popular of yet having not been popular, silver, too. of the two also it is lag gold over the last two weeks and in that sense i think the opportunity is in silver >> let's turn to some single stocks airbnb surging more than 13% this week. mike, what do you make of this >> yeah, i mean airbnb this is interesting this is a name we see a lot of puts trading this thing. this is actually not just today but this week. this is a consistent reality for airbnb some of those are short dated but actually the trade that stuck out to me was a purchase o
. >> listen, i think silver gives you a beta exposure to gold. i think both of those we spoke on the previous show about vix and volatility i think particularly as you start to see some out-performance of these higher beta names that have lagged you probably want to barbell that against something that gives you a safer play i think all those makes sense to a portion of that play >> carter, i know you like silver >> yesch am issue here it's all about your time frame. cold has...
62
62
Jan 13, 2023
01/23
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CNBC
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eye 62
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of beta rates that lagged you probably want a barbell. i think whether you're going play gdl, gdx, oslv, those all make a portion of the play. >> carter, i know you like silver. >> the issue here is it's all about your time frame. gold has come a long way it's getting quite popular of late having not been popular silver, too. of the two, i think one wants to play silver, because it is beta. but also it has lagged gold, and that since the opportunity is in silver let's turn to single stocks. airbnb surging more than 13% this week. mike, what do you make of this. >> interesting this is a name where we have not an insignificant short interest is the first thing i would say we see a lot of puts trading this is not just today or this week, that's a consistent reality of airbnb. that was true this week. put outpacing. calls by 2-1 some are short dated the trade that stood out to me was a purchase of puts not so much because this on the se enormous trade contract, but think about what someone's doing, spending nearly 5% of the current stock pric
of beta rates that lagged you probably want a barbell. i think whether you're going play gdl, gdx, oslv, those all make a portion of the play. >> carter, i know you like silver. >> the issue here is it's all about your time frame. gold has come a long way it's getting quite popular of late having not been popular silver, too. of the two, i think one wants to play silver, because it is beta. but also it has lagged gold, and that since the opportunity is in silver let's turn to single...
89
89
Jan 30, 2023
01/23
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CNBC
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eye 89
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it's a low beta and mature play. think we are reconnecting the supply chain even though we have weak demands it can provide you more exposure in a mature way. >> nvidia is up this month >> i think they got ahead of it last year a little bit >>> i think the focus will show in 2024, i like the semiconductors, this is going to flush out the supply and demand balance. i think these are going to be good value, or prove to be good value at this area >> even up in this area, are you talking about after the runs they have had in this area what area? >> as i said, i do expect a more hawkish powell taking throthe out of the market. i am prepared for that you have to pick the names you will like in the next six to nine months down the road. >> i will see you in overtime. >>> up next, mike santoli joins us with his midday word plus we are getting ready to grade your trade e-mail us @askhalf-time. we'll be right back. ♪ old school wisdom, with a passion for what's possible. that's what you get from the morgan stanley client exper
it's a low beta and mature play. think we are reconnecting the supply chain even though we have weak demands it can provide you more exposure in a mature way. >> nvidia is up this month >> i think they got ahead of it last year a little bit >>> i think the focus will show in 2024, i like the semiconductors, this is going to flush out the supply and demand balance. i think these are going to be good value, or prove to be good value at this area >> even up in this area,...
105
105
Jan 14, 2023
01/23
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CNBC
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eye 105
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>> gold and sillversilver, fix d volatility seeing out performance of higher beta names that lagged, bar bell them to give a much larger margin of safety whether playing, all make sense as a portion to that play. >> carter, you like silver, i know >> yes well, so the issue here. it's all about time frame. gold has come a long way right? getting quite popular of late. silver, too. of the two, silver, lagged gold over the last two weeks. i think opportunity's in silver. slv versus glv. >> single stocks seeing action in "options action," airbnb surging this week. what did you make of this, mike? >> yeah. airbnb, interesting. a name where we have not an insignificant short interest first thing i would say. see a lot of puts trading. actually not today or just this week, a fairly consistent reality for airbnb true again this week puts out pacing calls 2-1 some sort stated the trade that stuck out to me, the april 80 puts for $4.75. not so much an enormous trade in contract terns think about what somebody's doing here spending nearly 5% of the current stock price on a put trade that's 20%
>> gold and sillversilver, fix d volatility seeing out performance of higher beta names that lagged, bar bell them to give a much larger margin of safety whether playing, all make sense as a portion to that play. >> carter, you like silver, i know >> yes well, so the issue here. it's all about time frame. gold has come a long way right? getting quite popular of late. silver, too. of the two, silver, lagged gold over the last two weeks. i think opportunity's in silver. slv...
73
73
Jan 9, 2023
01/23
by
CNBC
tv
eye 73
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what is today about, the revenge of high beta, that's what's going on right now if you study the three major indexes, the s&p, everyone looks at the moving averages, but they're all kind of bunched on top of each other, stepping on each other look at the dow jones industrial, the dow is above all of the major moving averages but it's the nasdaq. still below its 50, its 100, its 200 day. so understand the environment of now you could have further carry through based on whether prices relative to those moving averages for the nasdaq for high beta names i'm not comfortable right now being in those names, i don't want to be there but there could be follow through for sure. >> you have a dangling earpiece. >> i do. >> fix that. if it's distracting to me, i can only imagine what people are thinking -- >> looking at my gorgeous hair. >> fix that, we'll go to liz young. we'll help you out and take the camera shot off you. liz, come -- i couldn't help but acknowledge it so tom lee today says the first four days is strong onmen, he said it's plus 25% gain. but steve full today says there's a win
what is today about, the revenge of high beta, that's what's going on right now if you study the three major indexes, the s&p, everyone looks at the moving averages, but they're all kind of bunched on top of each other, stepping on each other look at the dow jones industrial, the dow is above all of the major moving averages but it's the nasdaq. still below its 50, its 100, its 200 day. so understand the environment of now you could have further carry through based on whether prices...
41
41
Jan 15, 2023
01/23
by
BBCNEWS
tv
eye 41
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our rebokeh app spent about a year in beta with about 100 beta users, where our sole goal was to soliciteople with vision impairment, optometrists, ophthalmologists. and over the course of that year, we added or adjusted more than ten different features. how might the app be useful for looking at something like this? yeah, so i can totally show you. so this is actually really hard for me to differentiate, especially because there's so much going on right here. there's just a lot of images. so what we can do is actually point it up and with one finger — it's meant to be one—handed — so with just one finger, i can kind of zoom up and in. so let's pick one to look at, maybe this picture of a computer and whatnot. what we can do is we can actually add some contrast... oh, wow. ..to make things a little bit brighter. the lights a little bit lighter. we can also add actually colour filters. so this particular screen has a lot of green on it. so there's a whole lot that we can kind of do to... see, now, everything's kind of green. ..but to kind of make certain colours or certain features pop ou
our rebokeh app spent about a year in beta with about 100 beta users, where our sole goal was to soliciteople with vision impairment, optometrists, ophthalmologists. and over the course of that year, we added or adjusted more than ten different features. how might the app be useful for looking at something like this? yeah, so i can totally show you. so this is actually really hard for me to differentiate, especially because there's so much going on right here. there's just a lot of images. so...
58
58
Jan 27, 2023
01/23
by
ALJAZ
tv
eye 58
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the shooting have been also reports of attacks on palestinians, 5 palestinians have been wounded and beta. one of them is in a critical condition, according to local sources that they were blocking a road when a settlers shot at them. settlers of also attacked palestinian cars, south of bethlehem and a farmer near south fit. the shooting has been celebrated by some people in the occupied palestinian territories. oh, it was spontaneous demonstrations in garza and the town of ramallah in the west bank. dozens of people came out on to the streets, waving flags and singing crowds form shortly after synagogue shooting took place. so james bass has been following his story. he's at the scene and occupied east jerusalem. and james were just seeing pictures of a national security. mister, it's in my bank of air and the measurement at in yahoo! visiting the scene of the synagogue attack, they were surrounded by a lot of security. but do you have any idea what sort of, how were they greeted when they arrive? what was the reception? well we believe that when 1st or the national security minister, wh
the shooting have been also reports of attacks on palestinians, 5 palestinians have been wounded and beta. one of them is in a critical condition, according to local sources that they were blocking a road when a settlers shot at them. settlers of also attacked palestinian cars, south of bethlehem and a farmer near south fit. the shooting has been celebrated by some people in the occupied palestinian territories. oh, it was spontaneous demonstrations in garza and the town of ramallah in the west...
17
17
Jan 8, 2023
01/23
by
CSPAN3
tv
eye 17
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it is called gold, beta skin found in cattle just after the appendix called beta skin is cemented. the balloon clasp is a lining. it is very light thin, tough and almost completely impermeable to hydrogen. but it is hard to get in sufficient quantity and expensive. so it's not surprising the next best fabric, namely silk, took an early lead, remained a favorite up through civil war time. one of the most colorful incidents in the war was the use of a so-called petticoat balloon made of the beautiful gowns of southern bell. through a fortunate combination economics and science. cotton forged end of the lead during eighties and has stayed there ever since. cotton even stronger than silk when created rubber, real or synthetic it wears better, it is almost as light and it won't generate a spark. the way itself when rubbed lots, it's far cheaper new material that are constantly being tested and developed. cellophane, for example, holds gas very well and. it's light and flexible. however, it does not last, and it tears too easily. maybe it is difficult, will be overcome. in any case, it a
it is called gold, beta skin found in cattle just after the appendix called beta skin is cemented. the balloon clasp is a lining. it is very light thin, tough and almost completely impermeable to hydrogen. but it is hard to get in sufficient quantity and expensive. so it's not surprising the next best fabric, namely silk, took an early lead, remained a favorite up through civil war time. one of the most colorful incidents in the war was the use of a so-called petticoat balloon made of the...
76
76
Jan 13, 2023
01/23
by
KSTS
tv
eye 76
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los llevÓ a cabo el instituto beta del institutoto de e inmigraciÓn de mÉxico. >>> celebrbro que hayadas al sistema de desarrollo integral de la familia, dif. >>> estÁ corriendo riesgos su vida. >>> el ministerio de relaciones exteriores del salvador, publiÓo en redes sociales, que su personal consolar, se trans la do para constatar el estado de las ple nors y acto vo su cÓdigo de asistencia para resguardar su seguridad. lala cancillererÍa agregÓ que s consuladado con n base en monte esestÁ en contacacto con la fam de las n niÑas, , los bombereroa ciudad, cooperan en el grupo beta. un aÑo muy trÁgico e en el 2022. migranantes o con naciononales e perdieieron la v vida. >>> notiticias telemunundo, haÓ con n una seÑoÑora que se identa como tÍa de lasas niÑas. es h hermana d del papÁ de las mÁs graendzszs queue muriÓ en Éo hace hastata aÑos. nonos dijo que lasas aututorida salvadoreÑas llamaroron porque lo graban locacalizar a la mamÁe lalas pequeÑasas. nono hemos pododido confirirmar las autoriridades del salvador e contacactaron a a la tÍa. y que las identidadedes que nos proporcionÓ c
los llevÓ a cabo el instituto beta del institutoto de e inmigraciÓn de mÉxico. >>> celebrbro que hayadas al sistema de desarrollo integral de la familia, dif. >>> estÁ corriendo riesgos su vida. >>> el ministerio de relaciones exteriores del salvador, publiÓo en redes sociales, que su personal consolar, se trans la do para constatar el estado de las ple nors y acto vo su cÓdigo de asistencia para resguardar su seguridad. lala cancillererÍa agregÓ que s...
13
13
Jan 25, 2023
01/23
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BELARUSTV
tv
eye 13
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and it turns out to be an excess of beta quarantine.ns increases the risk of developing drugs. particularly food products. can you basically eat as much as you want? why because you have such a thing as a feeling of fullness one. well two, well in a salad. yes, there is vegetable oil, there are some seeds here, berries , fruits, any fruits, they are all, in principle, all contain only to a greater and lesser extent. well, a person starts opening banks and they start this, this, of course, i would not recommend this to anyone. new year new impressions new emotions and travel on winter weekends stay at home with fragrant tea and under a blanket, and someone is looking for new experiences, together we will build new routes with the lermontov house of culture. i met a craftswoman who makes dolls, amulets of the collection lyudmila lamaka more than 200 guards, eyes run wide, we will visit unique places in our country, oh friends. i am as if i really got into a real fairy tale. it's not just everything is done with the soul. and also very ele
and it turns out to be an excess of beta quarantine.ns increases the risk of developing drugs. particularly food products. can you basically eat as much as you want? why because you have such a thing as a feeling of fullness one. well two, well in a salad. yes, there is vegetable oil, there are some seeds here, berries , fruits, any fruits, they are all, in principle, all contain only to a greater and lesser extent. well, a person starts opening banks and they start this, this, of course, i...
5
5.0
Jan 6, 2023
01/23
by
ESPRESO
tv
eye 5
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are on the field and they will start working, that is, even from the fact that certain batches of betare already visible from the armored car specific batches the number of projectiles that are transferred by rockets of certain systems indicates that they began to transfer them to us in large quantities , at least according to the nomenclature, judging by the nomenclature , offensive weapons are being transferred in large quantities, this is precisely in order to fulfill this says danilov and zaluzhnyi and our generals and syrians, and there are women here, that is, vyzyn will not fly to the general staff. it was necessary to carry out a certain task, just means of force. during the course of the 23rd year, the task of reaching the borders of the 91st year will be completed, and in principle it is possible to say that the russian army will already be broken. federation is our retention our front line along our 1991 border with the russians is 1,000 km. but this is already a long - lasting , drawn-out process. but you said the key thesis that if ukraine receives weapons, we do not know
are on the field and they will start working, that is, even from the fact that certain batches of betare already visible from the armored car specific batches the number of projectiles that are transferred by rockets of certain systems indicates that they began to transfer them to us in large quantities , at least according to the nomenclature, judging by the nomenclature , offensive weapons are being transferred in large quantities, this is precisely in order to fulfill this says danilov and...
45
45
Jan 16, 2023
01/23
by
BBCNEWS
tv
eye 45
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our rebokeh app spent about a year in beta with about 100 beta users, where our sole goal was to solicitirment, optometrists, ophthalmologists. and over the course of that year, we added or adjusted more than ten different features. how might the app be useful for looking at something like this? yeah, so i can totally show you. so, this is actually really hard for me to differentiate, especially because there's so much going on right here. there's just a lot of images. so, what we can do is actually point it up and with one finger — it's meant to be one—handed — so with just one finger, i can kind of zoom up and in. so, let's pick one to look at, maybe this picture of a computer and whatnot. what we can do is we can actually add some contrast... oh, wow. ..to make things a little bit brighter. the lights a little bit lighter. we can also add actually colour filters. so, this particular screen has a lot of green on it. so, there's a whole lot that we can kind of do to... see, now, everything's kind of green. ..but to kind of make certain colours or certain features pop out a little bit, y
our rebokeh app spent about a year in beta with about 100 beta users, where our sole goal was to solicitirment, optometrists, ophthalmologists. and over the course of that year, we added or adjusted more than ten different features. how might the app be useful for looking at something like this? yeah, so i can totally show you. so, this is actually really hard for me to differentiate, especially because there's so much going on right here. there's just a lot of images. so, what we can do is...
144
144
Jan 3, 2023
01/23
by
CNBC
tv
eye 144
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that's exactly what texas instruments does and don't want to step out and assume higher beta risk for semis. and then prologis, it's a play for real estate. i think you've got a sector here in 2023 for there to be a significant mean reversion in particular in a recessionary environment, generally reats outperform the markets pld, prologis, they'll respect the dividend they did an acquisition with duke reality that gets them into logistics. look at the revenue growth for gso logistics. i think that's going to bleed to the line over the next several years. >> your sector is real estate, same methodology behind that pick >> i wish real estate was still part of the financial sector because it would be much easier to say, okay, i want to own financials, real estate 1a financials really would be 1b if i'm looking at a sector specific investment for 2023. but you've had a massive valuation reset for a lot of these. they're now at a 10% discount relative to where they were pre-covid. and again in an environment where we could begin to see the interest rate stability, you've got a recessionary
that's exactly what texas instruments does and don't want to step out and assume higher beta risk for semis. and then prologis, it's a play for real estate. i think you've got a sector here in 2023 for there to be a significant mean reversion in particular in a recessionary environment, generally reats outperform the markets pld, prologis, they'll respect the dividend they did an acquisition with duke reality that gets them into logistics. look at the revenue growth for gso logistics. i think...
8
8.0
Jan 22, 2023
01/23
by
BELARUSTV
tv
eye 8
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this is of course yes beta quarantine, which is then gradually discontinued vitamin.out to be an excess of beta-corative constituencies increases the risk of developing drugs, particularly foods. can you basically eat as much as you want? why because you have such a thing as a feeling of fullness one. well two, well in a salad. yes, there is vegetable oil, there are some seeds here, berries, fruits, any fruits. they all, in principle, contain everything only to a greater and lesser extent. well, a person begins to open cans and start this , now this, of course, i would not recommend this to anyone. a project in which belarusian athletes win not by force, but by intelligence. well, name the only club that represents belarus in the russian jack that's right, let 's check how quick-witted the participants are. how many attempts are given to perform one vault in women's artistic gymnastics at the world championships oleg was the first two attempts. what we play know our sports equipment, for which sport is shown in the photo this squash is through, that's right. watch the
this is of course yes beta quarantine, which is then gradually discontinued vitamin.out to be an excess of beta-corative constituencies increases the risk of developing drugs, particularly foods. can you basically eat as much as you want? why because you have such a thing as a feeling of fullness one. well two, well in a salad. yes, there is vegetable oil, there are some seeds here, berries, fruits, any fruits. they all, in principle, contain everything only to a greater and lesser extent....
21
21
Jan 17, 2023
01/23
by
BBCNEWS
tv
eye 21
favorite 0
quote 0
"i know what they need or what they want." 0ur rebokeh app spent about a year in beta with about 100ck from people with vision impairment, optometrists, ophthalmologists. and over the course of that year we added or adjusted more than ten different features. how might the app be useful for looking at something like this? yeah, so i can totally show you. so this is actually really hard for me to differentiate, especially because there's so much going on right here. there's just a lot of images. so what we can do is actually point it up, and with one finger — it's meant to be one—handed — so with just one finger i can kind of zoom up and in. so let's pick one to look at, maybe this picture of a computer and whatnot. what we can do is we can actually add some contrast... oh, wow. ..to make things a little bit brighter. the light�*s a little bit lighter. we can also add actually colour filters. so this particular screen has a lot of green on it. so there's a whole lot that we can kind of do to... see, now, everything's kind of green. but to kind of make certain colours or certain feature
"i know what they need or what they want." 0ur rebokeh app spent about a year in beta with about 100ck from people with vision impairment, optometrists, ophthalmologists. and over the course of that year we added or adjusted more than ten different features. how might the app be useful for looking at something like this? yeah, so i can totally show you. so this is actually really hard for me to differentiate, especially because there's so much going on right here. there's just a lot...
77
77
Jan 8, 2023
01/23
by
ALJAZ
tv
eye 77
favorite 0
quote 0
i mean, why would anyone not want that beta colonialism is frame in terms of activity ational mission. when people are connected, we can accomplish some pretty amazing things. just like historical colonialism, what's frame as well, in terms of bringing progress, bringing something that is good and beneficial for humanity. we can get closer to the people that we care about. we can get access to new jobs and opportunities and ideas are participation is expected and our participation we are told it for our own good. meanwhile, all of this extraction and capturing of data is kind of happening in the background without us realizing the consequences. ready the facebook free basics model, which is basically about expanding for facebook, the demain of day, 2 extractions across the world at a time when demand for facebook is beginning to fall amongst the younger people in particular, in the so called west is very interesting justice in historic colonialism, the apparent weakness of the colonized population, the lack of weapons, their lack of sudden resources. the lack of that konami structure
i mean, why would anyone not want that beta colonialism is frame in terms of activity ational mission. when people are connected, we can accomplish some pretty amazing things. just like historical colonialism, what's frame as well, in terms of bringing progress, bringing something that is good and beneficial for humanity. we can get closer to the people that we care about. we can get access to new jobs and opportunities and ideas are participation is expected and our participation we are told...
29
29
Jan 10, 2023
01/23
by
ALJAZ
tv
eye 29
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in terms of beta colonialism, we have 2 centers of power. we have the united states and one kite on china, india. and of course, we know the american corporations very well in terms of google, facebook, amazon, me, we don't know, it will be chinese corporations very well. because their reach is just beginning to expand beyond china. so far, china has been kind of like an internal colony, but we are starting to see how chinese corporations, how the infrastructure developed in china is starting to expand it to different parts of the world, including asia and africa. ah, china, the biggest private, while wait technology, africa has seen a gold mine of countries like south africa, nigeria, kenya, which is wherein now had delivered some of the biggest, much rapidly growing in germany. bola has studied the while way effect here in kenya. they're building products, for example, that are suited to the african market that she says, the mobile phone that you can get in various african markets as a chinese phone all over, every 90 percent of that. and
in terms of beta colonialism, we have 2 centers of power. we have the united states and one kite on china, india. and of course, we know the american corporations very well in terms of google, facebook, amazon, me, we don't know, it will be chinese corporations very well. because their reach is just beginning to expand beyond china. so far, china has been kind of like an internal colony, but we are starting to see how chinese corporations, how the infrastructure developed in china is starting...
57
57
Jan 27, 2023
01/23
by
CNBC
tv
eye 57
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they are high beta stocks. high beta stocks move around a fair amount. and just on the faang trade, we'd have to change the name anyway to the main trade, right? >> right next week is key. we're trying to figure out where we're at on the major averages yes, inflation, the picture continues to improve although gasoline prices have been creeping up again lumber, as our ace data team sends out today, up 40% month-to-date. that was one of the key factors we looked at initially when we said, look at these commodities starting to go down. we said lumber is plunging, this, that and the other thing we're keeping our eye on our chart of the day it focuses on one dow sock we get the reveal and the trade. that's next. i'm a new york hotel. i'm looking for someone who needs a weekend in the city. you hungry? yeah, i know a place. it's the city that never sleeps. but hey, if you need a last-minute spot, i got you covered. thanks to avalara, we can calculate sales tax automatically. avalarahhhhhh what if tax rates change? ahhhhhh filing sales tax returns? ahhhhhh busi
they are high beta stocks. high beta stocks move around a fair amount. and just on the faang trade, we'd have to change the name anyway to the main trade, right? >> right next week is key. we're trying to figure out where we're at on the major averages yes, inflation, the picture continues to improve although gasoline prices have been creeping up again lumber, as our ace data team sends out today, up 40% month-to-date. that was one of the key factors we looked at initially when we said,...
64
64
Jan 20, 2023
01/23
by
BLOOMBERG
tv
eye 64
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and by extension, that beta trade will not work. alix: that makes some investors happy.all hey, good to see you. are the highs and for the year? cole: i love the question, here's the great part. if you think about the european financials, the rates go higher people are dour and when they go lower people are dour. the sentiment does not swing to a certain extent. the s&p, we have a bottomless bear market and when it comes to with what guy deals with the london, we are not there. the problem was in ukraine and people say i don't even own europe and that's very common. i think the detachment for where the value is to your point where the risk has been, those are two different worlds. alix: cannot stay? as guy was pointing out, we have had a huge inflow where we see a huge amount of money into europe out of the u.s.. cole: the psychology is not where we needed to be from an s&p perspective. a year ago, i would say 3% negative returns for s&p. -1, -2%. let's say we are wrong. let's say we are 4% higher on that. are you telling me that investors are going to get out of bed to
and by extension, that beta trade will not work. alix: that makes some investors happy.all hey, good to see you. are the highs and for the year? cole: i love the question, here's the great part. if you think about the european financials, the rates go higher people are dour and when they go lower people are dour. the sentiment does not swing to a certain extent. the s&p, we have a bottomless bear market and when it comes to with what guy deals with the london, we are not there. the problem...
14
14
Jan 27, 2023
01/23
by
ALJAZ
tv
eye 14
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the suiting, there have been reports of attacks on palestinians. 5 palisades have been wounded and beta. one of them is in a critical condition, quoting to local sources, they were blocking a road when a settler shot at them. settlers of also attacked palestinian cars south of beth hm . and a farmer near at south it. a deadly shooting has been celebrated by some people in the occupied palestinian territories. oh, it was spontaneous demonstrations and garza and the town of ramallah in the west bank. dozens of people came out on the streets, waving flags and singing crowds formed shortly after the synagogue shooting took place. oh james, raise is life or is it the scene in occupied eastern islam? and sir james, a reports that to the national security minister at my bank de vere, was there very briefly what is happening the scene now? well, he's been joined by prime minister netanyahu, who is here at the scene. let me just 1st give you an idea of what has been going on here and show you exactly where we are. if i just step out of the shot, you look up the hill and you can see 2 buses up th
the suiting, there have been reports of attacks on palestinians. 5 palisades have been wounded and beta. one of them is in a critical condition, quoting to local sources, they were blocking a road when a settler shot at them. settlers of also attacked palestinian cars south of beth hm . and a farmer near at south it. a deadly shooting has been celebrated by some people in the occupied palestinian territories. oh, it was spontaneous demonstrations and garza and the town of ramallah in the west...
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78
Jan 23, 2023
01/23
by
CNBC
tv
eye 78
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we talked about this on friday a little bit sort of high beta versus low beta the highfliers that are up so much this year, that gives me a little bit of a pause. it reminds me of the summer of 2022 where inflation comes in light. everybody thinks the fed is going pause or cut, and then we see that big run that's part of the problem for me and then i do go to earnings and i look at expectations and they do continue to weaken if you go back to the beginning of the year, consensus was for what, 1.5% growth decline in earnings now expectations are for 3% decline in earnings. if you look out to the full year, expectations for growth are down to 3.5% i know people are anticipating this slowdown. but earnings expectations do continue to come down. that's why the multiple has gone from 16.5 to 7.5 and i just don't know if i want to hang my hat on multiple expansion right now for a sustained rally higher >> it really sounds like most of you, if not all of you are saying this rally that we've seen is unbuyable. courtney, what would you say to that >> i wouldn't say it's unbuyable, but i do thi
we talked about this on friday a little bit sort of high beta versus low beta the highfliers that are up so much this year, that gives me a little bit of a pause. it reminds me of the summer of 2022 where inflation comes in light. everybody thinks the fed is going pause or cut, and then we see that big run that's part of the problem for me and then i do go to earnings and i look at expectations and they do continue to weaken if you go back to the beginning of the year, consensus was for what,...
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54
Jan 30, 2023
01/23
by
CNBC
tv
eye 54
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when i look at the market and i see the risk-on things like high beta out performing low beta, that is a 180 from 12 months ago. we are seeing the right leadership we are on record of saying october was the low. the low of the bear market we said that many times. we think likely this year will be better than most people think for stock investors. >> we have a lot of moving parts, ryan. the fed and interest rates, you could argue, the biggest driving force behind the market declines last year along with geopolitical ricsks as well. is it as simple to say this year is buying the stuff that was beaten up last year and selling off the stuff that was good last year or is it more nuance? >> it is more nuance you mentioned the nasdaq we don't think technology and communication is a huge winner this year. we like cyclicals. we don't think there is a recession. i know not many people are saying that. we see a strong consumer look at what american express and visa said. things aren't perfect. we will avoid a recession. we are sticking with the cyclical value names industrial and financials. mate
when i look at the market and i see the risk-on things like high beta out performing low beta, that is a 180 from 12 months ago. we are seeing the right leadership we are on record of saying october was the low. the low of the bear market we said that many times. we think likely this year will be better than most people think for stock investors. >> we have a lot of moving parts, ryan. the fed and interest rates, you could argue, the biggest driving force behind the market declines last...
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35
Jan 28, 2023
01/23
by
ALJAZ
tv
eye 35
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until jimenez obeyed thought it for for me to aim a method of beta young families. the jeff come in with their mit tamala, jaya, to what me gainer. i asked them with me, check on the papers to come a leave. walk for a look. are shown spanish steps are are i are spin broke. i got ron need y'all to guy i took to furnish m dash from you yet even walk more fresh piece. she had to be up to now. she doesn't have mom, di nash. zach wanted to run board at all again. don't find me a symbol. i see you on the phone for the little guy comes over to spencer. miss harper, near boy who has the facility until mom i am. i better still longer. i've. i've done mila phone. say can on bus one for dash gone can you previous. 6 do you, who's your was your marshal, did arthur do? do you get off work to come in with them? do she dash borrowed a lawyer may have ross ship social review their job. not. i don't me, mom hockey, we on 3 subsea recorded yearly to north country, many bizarre sites, nolly bar, i got 4 moms, g more, more than most men. i learned, medallion foot, you none of commercia
until jimenez obeyed thought it for for me to aim a method of beta young families. the jeff come in with their mit tamala, jaya, to what me gainer. i asked them with me, check on the papers to come a leave. walk for a look. are shown spanish steps are are i are spin broke. i got ron need y'all to guy i took to furnish m dash from you yet even walk more fresh piece. she had to be up to now. she doesn't have mom, di nash. zach wanted to run board at all again. don't find me a symbol. i see you on...
49
49
Jan 24, 2023
01/23
by
ALJAZ
tv
eye 49
favorite 0
quote 0
mod pushed the nod if dennis is sending you t gay until him elizabeth thought perform media method i beta young. i'm with the jeff. come in with their mit tamala, jaya to would me gainer, i yours. but them with the check on the papers to come a lead walk for a look. are shown spanish steps are are i are spin broke i go bron you'd yadi to guy it took to offer nish. ella. bash from you yet the been will huck more me fresh piece? she had to be out there. she done more. have more. di nash zach wanted to run board at all again. going to be don't find me a symbol. i see your phone for the video show me so in the proper, near the boy who has been so i can show mom i am, i better still longer i've, i've done my phone say can on bus one for desk or on can previous. 6 do you, who's your, with your marital dr. do tend to doesn't pressure to kid who was to come in with them. do she dash bar the law may of rush of social review their job not i don't me, mom hockey. we on 3 subsea recorded jolly to north country, many bizarre sites, natalie bar, i got 4 moms, g more motor and mussman. i learned. medall
mod pushed the nod if dennis is sending you t gay until him elizabeth thought perform media method i beta young. i'm with the jeff. come in with their mit tamala, jaya to would me gainer, i yours. but them with the check on the papers to come a lead walk for a look. are shown spanish steps are are i are spin broke i go bron you'd yadi to guy it took to offer nish. ella. bash from you yet the been will huck more me fresh piece? she had to be out there. she done more. have more. di nash zach...
51
51
Jan 26, 2023
01/23
by
ALJAZ
tv
eye 51
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quote 0
if dennis attending you t gate until him elizabeth thought perform media a method i beta young man was the jeff, come to motor, met tamala, jaya, to what me, dana. i asked them with the check on the parts to come a leave walk for luca shoshone spanish said, sorry, our spin broke. i got ron need y'all to guy i took to offer nish. ella, bash from 11 mohawk mar. my fresh piece. she had to be out and she doesn't have mom, di nash. zach wanted to run war at all again. speak. don't phone me or see your phone for the video room. show me so soon. properly. additional boy cool her do the room so i can still bob by am i better still longer? i haven't done mila phone say can on wash. what for dashboard can you previous. 6 do you, who's your, with your portal when she did our to do? do you kid who was to come in with them? do she dash bar about lauren, mirror ship social review their job? not i don't may more happy we on the subsequent. deb yardly to north country many bizarre sites. nolly bar, i got 4 moms g more motor, and must milan, medallion foot, you know, can or school, or more small. oops,
if dennis attending you t gate until him elizabeth thought perform media a method i beta young man was the jeff, come to motor, met tamala, jaya, to what me, dana. i asked them with the check on the parts to come a leave walk for luca shoshone spanish said, sorry, our spin broke. i got ron need y'all to guy i took to offer nish. ella, bash from 11 mohawk mar. my fresh piece. she had to be out and she doesn't have mom, di nash. zach wanted to run war at all again. speak. don't phone me or see...
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tv
eye 35
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. came in late talking about it, but yet it made me it made me the person i am today because i'm a beta i don't give up with anything i know has always wanted to break the vicious circle of trauma. she remained silent on the subject to protect her grandchildren, bear them the fate that befalls most of the communities. youngsters. ah, unlike their loved ones, they have not experienced residential schools. ah, yet all seem to carry the burden and 43 percent. the 1st nation youths between the ages of 12 and 24 have addiction issues. women are the biggest victims. in canada, indigenous women are 7 times more likely to die or to be killed than white women. victims of the violence inflicted by men, whether white or indigenous, broken by the inherited trauma of colonization, we are targeted as easy prey who this time aside phenomenon was acknowledged by the state after a 2 year nationwide study ah, [000:00:00;00] with i am a product of the residential school i was raped by a priest when i was young on my reserve. i was raped by 2 police officers here in thunder bay 182-001-2014. i've been beat
. came in late talking about it, but yet it made me it made me the person i am today because i'm a beta i don't give up with anything i know has always wanted to break the vicious circle of trauma. she remained silent on the subject to protect her grandchildren, bear them the fate that befalls most of the communities. youngsters. ah, unlike their loved ones, they have not experienced residential schools. ah, yet all seem to carry the burden and 43 percent. the 1st nation youths between the ages...
43
43
Jan 25, 2023
01/23
by
ALJAZ
tv
eye 43
favorite 0
quote 0
of push to not disconnect jenny, mutually gay until her millions are better performing jamie, the beta jeff, come to motor ma tamala, jaya to with me. gainer i ya. but the more the chair on dip has to commonly walk for lucas or from spanish subsidiary or spin book. i go over on your yard to go to offer nish and let batch from the ban will have more fresh piece. she had to be at the nurse. she don't will have more di nash zach wanted to run war at all again. going to be don't find me a symbol. i see your phone for the video show me soon. proper. near the boy who has the pin. so i can bob by am i better still longer? i haven't done mila phone say can on wash. what for dashboard can you previous. 6 do you, who's your, with your myrtle, when she did are to do, do you kid who was to come in with them? do she dash bar the law may have rush social review their job not that on my mom. how can we on 3 subsea? god jelly to nash can show me any more. but i cited nolly, my golf on moms g more more trans, mussman alone medallion furniture. none of kenner squamous lou speech records. somebody told m
of push to not disconnect jenny, mutually gay until her millions are better performing jamie, the beta jeff, come to motor ma tamala, jaya to with me. gainer i ya. but the more the chair on dip has to commonly walk for lucas or from spanish subsidiary or spin book. i go over on your yard to go to offer nish and let batch from the ban will have more fresh piece. she had to be at the nurse. she don't will have more di nash zach wanted to run war at all again. going to be don't find me a symbol. i...
84
84
Jan 12, 2023
01/23
by
KDTV
tv
eye 84
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quote 0
leÓn: el grupo beta pierdas negras del instituto nacional de migraciÓn en coahuila rescatÓ a tres menoresguardia nacional agente se encaminaron hacia las coordenadas de la denominada isla del mudo, ahi encontraron a tres niÑitas salvadoreÑas de 9, 6 y 1 aÑo de edad. un total de 604 hondureÑos retornaron desde estados unidos, centroamÉrica, mÉxico y europa. esta cifra es inferior a las 1197 personas retornadas en el mismo periodo del 2022. ante la crisis que ha generado la llegada masiva de migrantes, en su mayorÍa venezolanos a la frontera con mÉxico, y que luego son presionados para que siga su camino al norte, en el estado de colorado el gobernador estÁ haciendo un llamado al gobierno federal para que ayude a esas familias para que salgan adelante por sÍ solas. >> tengo esperanza, mas no confianza. rosi: es el sentir de esta pareja de venezolanos de 24 y 222 aÑos de edad tras haberles notificado que tienen Únicamente 13 dÍas mÁs para buscar un lugar donde vivir. el refugio donde se encuentran cerrarÁ sus puertas. >> mÁs que todo yo que tengo a mi esposa embarazada y quiero un trabajo. l
leÓn: el grupo beta pierdas negras del instituto nacional de migraciÓn en coahuila rescatÓ a tres menoresguardia nacional agente se encaminaron hacia las coordenadas de la denominada isla del mudo, ahi encontraron a tres niÑitas salvadoreÑas de 9, 6 y 1 aÑo de edad. un total de 604 hondureÑos retornaron desde estados unidos, centroamÉrica, mÉxico y europa. esta cifra es inferior a las 1197 personas retornadas en el mismo periodo del 2022. ante la crisis que ha generado la llegada...
37
37
Jan 27, 2023
01/23
by
ALJAZ
tv
eye 37
favorite 0
quote 0
but for media emer, mr. beta young, i'm was the jeff, come to what their met tamala, jaya, to what me, dana or yours. but the more you, jeff on dip has to come only walk for lucas or some spanish subsidiary or spin book. i got ron need y'all to guy you took off, furnish and lead back from the ban will have more to be she had to be after? no, she doesn't have mom. di nash. zack wanted to run war at all again. will be don't find me a symbol. i see your phone for the little show all over the soon the proper, near the blanket her don't the resume can bob i am i better still longer. i have, i've done my phone say can on wash what for desk or on can previous. 6 do you, who's your, with your mom told the doctor do, do you kid who who was to come in with them? do she dash bar at the door and may of rush social review. 3rd job not i don't me, mom hockey, quantity superior court. deb yardly to nurse country many bizarre sites. nolly bar, i got 4 moms g more motor, mussman alone, medallion furniture, none of commercial or more small lu, feature corporate community problem money or will come with
but for media emer, mr. beta young, i'm was the jeff, come to what their met tamala, jaya, to what me, dana or yours. but the more you, jeff on dip has to come only walk for lucas or some spanish subsidiary or spin book. i got ron need y'all to guy you took off, furnish and lead back from the ban will have more to be she had to be after? no, she doesn't have mom. di nash. zack wanted to run war at all again. will be don't find me a symbol. i see your phone for the little show all over the soon...
17
17
Jan 26, 2023
01/23
by
ALJAZ
tv
eye 17
favorite 0
quote 0
your method beta young from was the jeff, come them what their mate, tamala, jaya, to what me, dana or yours, but the more the j on departure to commonly walk for lucas or some spanish subsidiary or spin book i cover on your yard to go to our furnish l dash from the ban will have more brush peace. she had to be at the nurse. she don't will have mom died nash duck wanted to run war at all again. be don't phone me or see your phone for the video room show me so soon. the proper near blanket has the facility until more by am i better still longer i've, i've done my phone say can on wash what for dash grind can you previous. 6 do you, who's your, with your phone doctor, can do to get off who i was to come in with them. do she dash bar the lawyer may have ross ship social review their job not that on may more healthy quantity, superior court. deb yearly do not cancel, mary but our sites are normally my golf on moms g more more trans mussman alone medallion furniture. none of kenner squamous lou speech records can reduce moving to money or will not come with much school school shipper. 3, we
your method beta young from was the jeff, come them what their mate, tamala, jaya, to what me, dana or yours, but the more the j on departure to commonly walk for lucas or some spanish subsidiary or spin book i cover on your yard to go to our furnish l dash from the ban will have more brush peace. she had to be at the nurse. she don't will have mom died nash duck wanted to run war at all again. be don't phone me or see your phone for the video room show me so soon. the proper near blanket has...