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dan niles, the bond king himself jeff gundlach. we'll handicap the names you want to own for the rest of the earnings season with danielle shay. the real reason why people are opting for side hustles not filing for unemployment insurance. you may know it but it will shock you anyway. all that and much more on "making money." ♪. charles: all right, it was a big economic data of the morning. that was the advanced gdp report for the fourth quarter. you can see it here, 3.3%, down from the prior quarter but much better than wall street consensus of 2%. the thing is, the contributors, what contributed to this is really what's key here. so if you look, services were really a lot more than goods. non-durable helping there. personal consumption of 3.3. that was 1.9%. fixed income a little weak on residential. the we know the housing market is in a lot of trouble still. inventories light, maybe too late. government, even though government is coming down, this number, 0.56, a big percentage of this 3.3 number. may be way too high for the gra

let's welcome in dan niles. dan, great to see you. happy new year. >> happy new year to you. dan, dan. >> dan, i want to start with a microchip news. i'm wondering, to what extent, if any, are you concerned about this issue of double ordering and some of the weakness that chip makers might experience who feed into automotive and industrial? >> i'm thrilled to see it, because you have to remember, i have longs and shorts. so, if you look at texas instruments, they went into this downturn early, and what we've been saying for a long time is that each semiconductor company is going to see this at a different time, depending on how much double ordering they had. their ability to meet demand. t.i. was able to meet demand early, so, their revenues have gone down over 10% year over year for four quarters in a row. we actually think there's probably some upside to 2024. for a lot of these other companies like a microchip, et cetera, we think there's downside. so, t.i. was up 3% last year. the semiconductor index was up 65%. so, we have a lot of shorts in the semiconductor space to ba

maria: joining me right now is the satori funds founder and portfolio manager dan niles. being here. happy new year to you. >> happy new year, maria. maria: well, you just heard jamie dimon talking about competing with fin-tech, and i know that was among your best -- tech was among your best ideas last year. they turned out to be real money making opportunities, dan. assess the year that was and what you're looking for for '24. >> well, i think last year was really everything went up, all of tech didn't really matter how your earnings went for the year. you had some earnings like for facebook go up quite a bit. for other companies like an apple, their eps estimates for this december quarter they're going to report went down 10% from where the year started. but the stock was still up 48%. worst performing of the magnificent 7, but anybody will take 48. but i think this year with you're going to really immediate to put up the numbers to be able to see your stock actually work because these stocks have ripped from their lows in late october, and now companies are going to ha

dan ashley. thanks for joining us. let's show you where this is happening. it's at a business called miller interiors. that's a door company at dow avenue and alvarado-nilesng what happened. >> abc seven news reporter ryan curry joins us live at the union city police headquarters. with more ryan. yeah >> chris and dan, good afternoon. we're here at the police department, where any minute now we're going to be getting an update from both the deputies from the alameda county sheriff's office, as well as officers here at the union city police department. but let's recap what you just mentioned. moments ago. that's right. a shooting on dow avenue. and alvarado-niles road. that's just around the corner from here. this is a live picture that we're giving you heavy police presence. we couldn'trillioneally even get close to the scene. but one of our photographers had been there already. and this is how we're giving you that live. look. police dispatch audio into the newsroom. moments ago, giving us an idea about what happened. and yes, a deputy has been shot. let's take a listen. >> sapphire. sapphire 33370. >> dow avenue. shots fired. were you hit. >> i'll be he

niles road in union city. and that's where abc seven news reporter lauren martinez is right now. she joins us live. and lauren, what's it like there ? >> well, ama and dan officers are still out here. we can hear a helicopter above, and i can tell you within the last 30 minutes, we've heard at least three flashbangs. we're in a very commercial area with warehouses and office buildings. you're looking down dow avenue behind me, where there are some officers and their lights on right now, authorities say they're searching for the suspect. they know he's in this area and they consider him armed and dangerous. we know this all started around 130 this afternoon. authorities say an alameda county sheriff's deputy was shot while serving an eviction notice. unclear from the sheriff's office if that eviction notice was given at a business or a residence. the deputy was taken to eden medical center with critical but non-life threatening injuries. authorities are not releasing the deputy's identity at this time. we spoke with a delivery truck driver from arizona who was sitting in his truck when he heard the gunshots. he quickly stepped out to see what was going o