we have jeff mill, thanks to technology, what do you make of jeff's action this week which is broader than pasts moved higher. >> hi, melissa yes. finally made it, thankfully. i'll go back to the narrative during this entire rally and it does seem that flows out of equities and flows out of money market funds and cft positioning still pretty net short i don't know that the spark is necessarily there for a major and violent move lower at this point. i think we got past the week of big tech earnings and that was a particularly concentrated area of vulnerability in the market so if there was a big disappointment that could have been the catalyst. so the pain trade may be higher, but looking out past a few weeks or maybe a month or so, i still think that we'll be dealing with the economic, fundamental issue, and it looks like the data will be so bad, we'll be, and it's really just unbelievable to see. i think the markets having a hard time internalizing that data and figuring out what to do with it, by and large it seems to be ignoring it and ultimately, i don't think that will be possibl

. >> why doesn't the market seem to care about this news, jeff mills? >> i think it actually does a little bit if you look back a couple of weeks ago so trump ramped up that china rhetoric on april 30th and guess what? april 29th was the peak of the most recent rally. i think under the surface the market is actually paying attention a little bit and if you look at polling, it's clear that voters look like china handled this in a way that wasn't appropriate and there is a will to pursue this, and the issues with the virus. it doesn't take a genius to figure out that that's probably not going to be good for the market overall specifically as it relates with what's going on with semis taiwan semiconductor in the crosshairs and the 10% of the revenues is sourced from huawei directly if you look at the companies in the u.s. and some of the suppliers. i would look at kla and i don't know the company intimately, but it is worth taking a look at it was down 5% today, it was up 8% yesterday and still trading 17 times forward earnings and if you look at the chart

harmony he is the chairman and ceo of general mills. jeffth us today >> yeah, thanks for having me on the show this morning. >> so i know this has been the case -- sorry? jeff, i didn't hear you. can you say that again >> thanks for having me on the show this morning. >> great hey, jeff, i know this has been the case in our household. we've been eating a lot more cereal, cheerios, we eat yogurt, granola bars, we've been making cake from mixes and things i guess i just wonder, in terms of how consumers are eating now, do you think that lasts? do you think these are situations in consumer behavior that last when things change, when the pandemic's over >> well, you do see people eating a lot more at home, particularly cereal, but also doing a lot of baking. it's hard to say how long the current trends will last, but certainly consumers will continue to work from home and we believe continue to eat from home while it's tough to say how long these trends will last, we do believe that many of them will >> how have you been handling this increased

mill, the contracts are in compliance. >> thank you. >> human services, trent roar, the director of homelessness and housing, abigail stewart khan, and the director of our healthy streets operation team, jeffski, people who are consistently working on the front lines to help us deal with many of the challenges that exist as it relates to covid-19 in san francisco. as of today, we have

mill, the contracts are in compliance. >> thank you. >> human services, trent roar, the director of homelessness and housing, abigail stewart khan, and the director of our healthy streets operation team, jeff kazinski, people who are consistently working on the front lines to help us deal with many of the challenges that exist as it relates to covid-19 in san francisco. as of today, we have 1,754 cases of covid-19, and sadly we have had 31 people pass away as a result. currently there are 84 people that are hospitalized, and for more information, please visit datasf.org/covid19 for details. i want to just start today on a little bit of a lighter note in recognition of so many of the first responders and health care workers that are on the front lines doing the incredible work to keep us all safe. monday was international firefighters day, and i had an opportunity to drop off lunch to our firefighters at station 6, and just express my appreciation for their work. the firefighters and the paramedics and the people who are called to so many very challenging scenes continue to work very hard for our city during this pandemic, and we appreciate the work that they do. and as we know, in the age

mill, the contracts are in compliance. >> thank you. >> human services, trent roar, the director of homelessness and housing, abigail stewart khan, and the director of our healthy streets operation team, jeff kazinski, people who are consistently working on the front lines to help us deal with many of the challenges that exist as it relates to covid-19 in san francisco. as of today, we have 1,754 cases of covid-19, and sadly we have had 31 people pass away as a result. currently there are 84 people that are hospitalized, and for more information, please visit datasf.org/covid19 for details. i want to just start today on a little bit of a lighter note in recognition of so many of the first responders and health care workers that are on the front lines doing the incredible work to keep us all safe. monday was international firefighters day, and i had an opportunity to drop off lunch to our firefighters at station 6, and just express my appreciation for their work. the firefighters and the paramedics and the people who are called to so many very challenging scenes continue to work very hard for our city during this pandemic, and we appreciate the work that they do. and as we know, in the age

mill, the contracts are in compliance. >> thank you. >> human services, trent roar, the director of homelessness and housing, abigail stewart khan, and the director of our healthy streets operation team, jeff

mill, the contracts are in compliance. >> thank you. >> human services, trent roar, the director of homelessness and housing, abigail stewart khan, and the director of our healthy streets operation team, jeffazinski, people who are consistently working on the front lines to help us deal with many of the challenges that exist as it relates to covid-19 in san francisco. as of today, we have 1,754 cases of covid-19, and sadly we have had 31 people pass away as a result. currently there are 84 people that are hospitalized, and for more information, please visit datasf.org/covid19 for details. i want to just start today on a little bit of a lighter note in recognition of so many of the first responders and health care workers that are on the front lines doing the incredible work to keep us all safe. monday was international firefighters day, and i had an opportunity to drop off lunch to our firefighters at station 6, and just express my appreciation for their work. the firefighters and the paramedics and the people who are called to so many very challenging scenes continue to work very hard for our city during this pandemic, and we appreciate the work that they do. and as we know, in the age of

mill, the contracts are in compliance. >> thank you. >> human services, trent roar, the director of homelessness and housing, abigail stewart khan, and the director of our healthy streets operation team, jeffinski, people who are consistently working on the front lines to help us deal with many of the challenges that exist as it relates to covid-19 in san francisco. as of today, we have 1,754 cases of covid-19, and sadly we have had 31 people pass away as a result. currently there are 84 people that are hospitalized, and for more information, please visit datasf.org/covid19 for details. i want to just start today on a little bit of a lighter note in recognition of so many of the first responders and health care workers that are on the front lines doing the incredible work to keep us all safe. monday was international firefighters day, and i had an opportunity to drop off lunch to our firefighters at station 6, and just express my appreciation for their work. the firefighters and the paramedics and the people who are called to so many very challenging scenes continue to work very hard for our city during this pandemic, and we appreciate the work that they do. and as we know, in the age of s

mill, the contracts are in compliance. >> thank you. >> human services, trent roar, the director of homelessness and housing, abigail stewart khan, and the director of our healthy streets operation team, jeff kazinski, people who are consistently working on the front lines to help us deal with many of the challenges that exist as it relates to covid-19 in san francisco. as of today, we have 1,754 cases of covid-19, and sadly we have had 31 people pass away as a result. currently there are 84 people that are hospitalized, and for more information, please visit datasf.org/covid19 for details. i want to just start today on a little bit of a lighter note in recognition of so many of the first responders and health care workers that are on the front lines doing the incredible work to keep us all safe. monday was international firefighters day, and i had an opportunity to drop off lunch to our firefighters at station 6, and just express my appreciation for their work. the firefighters and the paramedics and the people who are called to so many very challenging scenes continue to work very hard for our city during this pandemic, and we appreciate the work that they do. and as we know, in the age

mill, the contracts are in compliance. >> thank you. >> human services, trent roar, the director of homelessness and housing, abigail stewart khan, and the director of our healthy streets operation team, jeffe front lines to help us deal with many of the challenges that exist as it relates to covid-19 in san francisco. as of today, we have 1,754 cases of covid-19, and sadly we have had 31 people pass away as a result. currently there are 84 people that are hospitalized, and for more information, please visit datasf.org/covid19 for details. i want to just start today on a little bit of a lighter note in recognition of so many of the first responders and health care workers that are on the front lines doing the incredible work to keep us all safe. monday was international firefighters day, and i had an opportunity to drop off lunch to our firefighters at station 6, and just express my appreciation for their work. the firefighters and the paramedics and the people who are called to so many very challenging scenes continue to work very hard for our city during this pandemic, and we appreciate the work that they do. and as we know, in the age of social distancing, they don't have the luxury to