i'm devoted, she is justina has provided for her brothers and sisters for many years now. they are thankful and fully accept her as head of the family because that's a simple question using mine the respective and has a negative influence intervention that yours is. she is what people undisputed. oh, sar. tnf family to inform me. yes. okay. even now, i'm 47 years old. i david that contradict each of them you can find the 2nd part he's only known as do need to the outside world. she and her family user female name. the role of furniture has nothing to do with sexual orientation. is a purely social function. as a bonus, yet a woman takes on the rule of a man. and that's it says you say good please. let's read what's the broken o depo? just something with the car to the truck and let's have a look and tell me what to do with it. i think i can fix it with a wire. i can help you. they tell me via to the name of what albany is. capital to run, it is far from the reality of the last pernicious people even knew what the bernisha is anymore. but the other should fall. yes, of cours

there's simply too little work here. justina is all the happier that her sisters from italy and the usa of come for a surprise visit or some of the few carefree days with the family before she's left alone. once again, still, you know, would never leave for more than that's almost like the place of extraordinary beauty created by god himself. like what can go with this is where i was born, put in. i'm so happy here. new to this place up live. so able, who lives here 70 the community and could been helping us dina news with her a centuries old tradition will die to toby, but there's no way around it. she says, what matters is that to our family lives on that she needs such is a winemaker and has all the qualities needed for a successful claudia. as a volume drawer, however, such lives in turkey, country that is go on by the religious sleep, guns away the body of president wretch up they have ad on since coming to bar or the lawn has consistently promoted non alcoholic beverage is he has also increased taxes on alcohol, these are the challenging conditions will bind makers in toki, some o

i'm done, meredith, as i buy it with us. justina is one of, i'll be a so called sworn versions. what bernisha? since the middle ages, ancient customary law, as soon as the condition of allowed women to live as men with the same rights and duties often as a last resort to ensure a family survival as the only man were able to inherit. i can afford well, well my, when my father got sick and died to night, we just totally did that. i would help my mother raise the children. use dino to consult with chastity and was then considered a man. she became known as mooney, the new head of the family. yes, there are plenty of women who are unmarried, but no definitions of 270 shows were put on the good old traditions, mine like manliness and hospitality. and on to devote yourself exclusively to your family course towards wisdom sort of fun. you'll probably talk either and devoted, she is justina has provided for her brothers and sisters for many years now. they are thankful and fully accept her as head of the family because that's a simple question using mind the respective and as a negative

justina: in the past he would just buy long end bonds. unless you think the u.s. is going into a recession soon which i don't think anybody does. the market has seen a leg up in terms of the more defensive trades. centers like utilities or stocks that are more steadily marketable with lower leverage. i think that's where you are seeing more concern of an economic slowdown. with yields kind of still staying fairly high. guy: if i'm thinking about stocks and the stock market, it is in some ways doing very little in reaction to what we are getting. within the market there some very big winners and losers. there are a few very big winners. our people continuing to treat during the situation evolving in israel the big tech stocks as defensive areas? is this a place to hide? are they now showing clearly their defensive characteristics? justina: in recent weeks we actually had a bit more underperformance in those mega cap tech stocks. i think some of that might be driven by bond yields still saying -- still staying high. how can these valuations keep going up even though

justina: right now we see earnings downgraded in europe and u.s. the barclays strategist struck a more positive note. stocks down so maybe investors are quickly pricing in different expectations. interesting, in terms of the big mrs. in the tech sector -- miss in the tech sector, the evaluation of the magnificent seven is way above the rest of the market right now and a lot of resilience in the u.s. market this year comes from those particular stocks. i agree with jp, there is crowding risk. if you think about, you like the secular room with these tech names but are you going to seek shelter in those names anymore? not so sure. alix: multiple earnings for the nasdaq 100 is still high. that much. thanks for joining us. coming up, more insight into the question of the day. we ask ron temple next. this is bloomberg. ♪ it's easy to get lost ient research. introducing j.p. morgan personal advisors. hey david. connect with an advisor to create your personalized plan. let's find the right investments for your goals okay, great. j.p. morgan wealth manageme

justina lee, bloomberg intelligence says that walking away from lion town was probably a good, and a major positive which make the valuation look quite rich given week lithium prices. we will see whether this is just a knee-jerk reaction, but it's a big reaction. >> and in commodities we have been reacting to tensions in the middle east. and one of the assets that have been most sensitive to the escalation of tensions there, we now see the bloomberg commodities index gaining for three sessions and finishing at that one month high. gold has search to a 12 week -- surged to a 12 week high, at that $12,000 up -- almost $2000 level. and we are also watching a bloomberg -- bloomberg industrial metals, because there is a meeting between the eu and the united states, and without an agreement on steel and aluminum which would keep or potentially bring the return of trump era tariffs, they need to keep negotiating until that year and deadline. energy and gold are attractive in the short run as geopolitical grows, let's bring in our guest, chairman of navalier and associates. how stable is tha