we have david katz here with us.id, did you feel better on friday with what you saw does that make you feel you want to put a shopping list to work >> friday was a nice indication. you had earnings season with the banks. banks generally okay to mixed. the market focused on the positives. the hope is the earnings season is not blockbuster, but the market take it in stride if that is the case, we feel good we would buy any weakness. we would not chase days like today, but we think a year from now, stocks are significantly higher now is a time to look at playing offense. >> if it is offense rather than defense, where is the offense you want to play and are those offensive parts of the market you want to buy into contingent upon fed policy? >> we think inflation is starting to break. the fed is not going to talk about changing policy or less hawkish next year yet. commodity prices coming down real estate prices are slowing walmart and target discounting because they have the excess inventory in apparel and home goods. th

let's welcome in david katz. you've been consistent on this lately especially since the last time we spoke. what do you make of the market's early snap back here what do you think is driving it? >> we think the market can see some signs that maybe inflation is starting to break we think they're going to see more signs the next two weeks f. that happens people will be less worried about the fed's hawkishness for 2023 and that could drive stocks a lot higher. you're not going to know you're in a recovery until the market is 20% higher. you talked about the faang stocks 10% to 15% higher already. the key we think for investor success is to take that 6 to 12 month approach lots of great businesses out there at 11 to 14 times earnings even if the earnings come down a little bit, a good price >> why are the markets hating on the fed so much? they treat this hawkishness like it's last decade and it's not. look how much it's helped financial conditions broadly, inflation since their 75-point basis hike three weeks ago >>

back with us now is bobbi katz hinden, she was hiding with her grandson during yesterday's shooting.at technical glitch. can you hear me? >> i can hear you, alisyn. >> thanks, i appreciate you sticking with us. tell us what happened when you heard the gunshots. what did you do? >> well, i had arrived early at the parade, which i knew i had to do. i've been coming to these parades for 30 years, and when i got there, actually, my spot was taken, so i went across the street to set up, and my 3-year-old grandson and my two adult children were with me. we were watching the mayor walk by and the ponies and the marching band and then suddenly, we heard this loud, loud pops. they weren't even pops. i don't know what to call them. and then a pause, and we looked at each other, and, like, had no clue what that could be. and people started screaming, and i looked forward, and i saw a couple of people on the ground, and we stood up and grabbed my 3-year-old grandson and ran down the street and crouched in the doorway of a store that was closed with about ten other people. and i knew the whole ti

tony oliva, jim katz and david ortiz were the headlines. ortiz released by the twins in 2002 recalled the moment his career changed with the red sox. >> my first very at-bat against the twins during spring training, i tried to move a runner over. and i thought when i got back to the dugout, everybody was going high-five me. everybody stay sit. and the manager pulled me to the side, hey, big boy, i don't want you to be here to move them over. i you to bring them in. the rest is history. >> it is history. >>> well, john showing no signs of slowing down at 73, behind the wheel of his funny car at the sonoma nationals. but he met his match in the . bob tasca iii was the winner. he also knocked off robert hite in the semis, but there was another forest back in victory lane. that's brittany forest, picked up her fourth win of the year in the top fuel decision. she said set a new track record earlier at 338 miles per hour. >>> let's take a look now as this young woman's doing at the final round of the lpga's evian championship.deac on the 6th hole

many bought weapons in the russian federation , but a few years ago in the united states, a law like katzued, which blocked these contacts, namely, thanks to him, the exports of the russian federation fell a little, such an anabiosis, and now it is possible at all to say that a serious blow has already been inflicted on russia's weapons export capabilities because, after all, russia exports weapons not only in order to replenish its budget in some way, this is also a replenishment of the budget for its revanchist ambitions and also it is precisely because of the sale of weapons that she buys the loyalty of some countries, especially in africa, and buys loyalty. and when she grants loans, and then she herself pays all the loans, that is, some countries in africa receive these weapons, well, for free . such and such a corruption scheme. and another very interesting point is that the countries of eastern europe are now providing us with a very large number of their warehouses and their storage facilities , namely soviet-style weapons - these are tanks, these are other bm, this is ammunition,

seeing them go 14 and 10 so far manager mark katz, fueling up as his team extends its winning streak games were in the top of the second now, with oakland trailing one nothing but not for long. no outs. when stephen piscotty flips the script, he launches this long, one off lance lynn. left. the 31 shot gives oakland 31 lead katie's fifth of the season. now we go to the top of the sixth and elvis andrews joins the party clubbing a blast. which is the seventh of the season that pushes the lead to five. the one tightens with the pell hose, cutting it to 5 to 3. but in the eighth new dad seth brown homeward already twice as so nice and then in the dugout rocks the baby aids put this baby to sleep. they win the game. 7 to 3. oakland is 17 of us last eight. it is a t g i f c t o, and we're going to do some q and a remember the awkwardness of being 16 years old pimples, voice changing body hair. uncoordinated and you grow well . none of that compares to what this young man is going through . oliver rea you seven ft. six basketball player who can reach the rim like he's reaching in a cupboar

let's bring in david katz founder of the global security group and a former federal agent.ve you on. your insight appreciated. they say his name was robert bobby crimo iii, driving a silver 2010 honda fit. they first didn't want to give away the fact that he was from the area and yet a few seconds later, another police officer said he is from the area. does that matter to you, david? >> yeah. maybe they didn't want to alert the fact to anyone who may know him, may harbor him in this case. but i don't think that's significant. >> trace: i'm wondering what you think about naming the shooter? what's the next step. they've got the car. you've got him. you look at social media. we're not reporting this stuff because we want to make sure we are accurate in everything that we do report. but you have done this deep dive into his social media footprint. from some of the stuff we're getting, apparently he's on the internet quite a bitwhat's the next step in apprehending this guy? >> one of your guests mentioned you could identify him from the purchase of the firearm in any municipali

♪ today ♪ from taipei, taiwan, at 5'10", he is a mortgage broker whose go-to movie snack is kit katz.y ♪ from tatabanya, hungary, standing at 5'7", she's a stay-at-home mom who makes the best braised lamb in san pedro. orsolya "orshi" kiss! from rotterdam, netherlands, at six feet even, he's a software consultant whose favorite tv show is "90 day fiance." raimond stefan kranenburg! ♪ today ♪ from tijuana, mexico, standing at 5'4", she is a mental health professional who can burp on command. cecia cruz! ♪ today ♪ and from lagos, nigeria, coming in at 5'7" tall, she's a newlywed whose life goal is to stop her husband snoring. sunmisola trinity adeyemi! ladies and gentlemen, please welcome your new american citizens! [ cheers and applause ] ♪ >> anthony: congratulations to you all! and in honor of your accomplishment, for today only, hollywood boulevard will be known as -- "ana barrera torres kranenburg casuela pike cruz kuo-yao hung kiss trinity adeyami avenue"! [ cheers and applause ] did i get it right? all right. it took me seven hours of rehearsal to recite that and get that right.

panel brett howard democratic strategist former blue dog coalition communications director and tony katz talk radio host. gentlemen welcome. >> good to see you. >> there is little talk in jackie's report about the r word, recession. let's start with some inflation fuel prices for the national average today a bit of good news, a gallon of regular gasoline dollars 30 6a gallon. that is down from $4.92 a month ago. but way up from $3.15 a year ago. tony is inappropriate for president buying to take credit for prices coming down when he did not the blame for them going up? >> this is the putin price hike to its broadest lowest prices. this is what he told us for months, and months, and months no explanation for this of course it looks remarkably crass and crude when he takes credit for this but i'm glad to see gas prices going down. but let's not kid ourselves. i cannot yell much to argue we are not at the definition of recession, asked midwest mainstream where they think they are? they think they are in it. you have inflation 9.1% but you have the ppi the producer price index, what cost man

the month of july has been good to the green and gold seeing them go 14 and 10 so far manager mark katz extends its winning streak to four games were in the top of the second with oakland trailing one nothing but not for long. no outs. when stephen piscotty flips the script, he launches this long line drive off. lance lynn, offering to deep left. 31 shot gives oakland a 31 lead scotty's fifth homer of the season top of the sixth now and elvis andrus joins the party clubbing this blast off also offline. that's his seventh homer of the season. oakland ottawa 51 tightly with the pale hose, cutting the deficit to 53 , but in the eighth new dad, seth brown had already homered, says twice as nice that laser makes a two run home run second home run of the game, i should say, and he celebrates the dugout by rocking the baby. the aids put this baby to sleep with the 73 win. oakland has won seven of its last eight games three days into 49ers camp, and there's both something to celebrate and something that brings a little bit of concern. first we'll go with the good news if you're wondering what t

katz, who likes cats?se now some scientists have classified cats as an invasive alien species, a respected scientific institute in poland side of the damage. they cause to birds and other wildlife. they say that cats kill about 140 million birds in poland each year. the institute also noted cats were domesticated around 10,000 years ago in the middle east. so that makes them alien to europe from a strictly scientific point of view. while the classification might upset some cat lovers, the institute stressed it's just recommending that cat owners limit the time that their pets spend outdoors during bird breeding season. our caps aliens. crazy thought. who would have thought just seen monkeypox now catches >> 2022 is wild. it really is on the wild side, right? let's take a look at your temperatures out there right now at or slightly below average. and we are seeing some warmer temperatures for concord in livermore in the upper 80's and santa rosa, though, 79 degrees with a low 60's for downtown san francisco

his name is jason katz and he joins us right now.x. last month, it was 8.6% over what it was a year ago. this time around, what's it going to be? is it going to be more than 8.6% because if that's the case we all get worried about inflation. >> indeed. well, yes, i think it's going to be north of 8.6. it's going to be an ugly number but frankly, i think the streets focus more on the following day, which is the ppi number, and that's because moderating prices in terms of luminar per, corn, wheat, oil, they show up first in the ppi, before they come to the cpi number. i think the reason we're having a manic monday isn't so much bracing for inflation on wednesday as much as bracing for this earnings season and revisions coming down. stuart: when you say revisions coming down, that means the analysts are going to change their opinion about what we're going to see next week? >> precisely. the vast majority of analysts don't cut ahead of earnings season. they want companies to get out there and tell their story. you're going to see a major

linda hardly harper, chico tell, min and walter katz. i am a senior fellow with the council of criminal justice, and i will be the moderator. linda and i worked on the violent crime working group at the council, which was dedicated to providing concrete untimely solutions for lives walter served on the councils tattoos force, which identified the policies to -- between officers and the public. it also made police more fair and effective. finally, i want to thank our partners for the strong, support let's get started. linda, in our group's final report, we identified ten steps that every city should take to reduce gun violence. step one, two, and three were all about focusing on the violence directly, and engaging in the five highest risk, people in the highest risk places. you are the director for gun violence prevention for the city of washington, d.c.. can you tell us about the importance of the steps, and what you're doing in the city? >> absolutely. what we know is that even though we do have a gun violence problem in the district, w

look who is with us on july 5th, jason katz joins us now. first. not unlike the basketball game where you are down so much. i coached my son for a decade. i tell the team in that situation put the past behind you, start the second half. we look at it through that lens. we clearly saw the same challenges, the fed is going to continue to raise rates, that is for sure and earnings estimates are going to come down. that doesn't sound like a great environment to invest in equities and we've seen multiple contraction from 23 to 15 earnings and we have commodity prices starting to come down albeit may be symptomatically of a recession but helps with input costs and professional investors, hedge funds taking down their short positions right now. the bottom line is we are priced for imperfection and if anything breaks in terms of positive news you see a pretty meaningful rally in the latter part of this year, not so sure the market hasn't done a lot of the wood chopping early. stuart: is there any particular industry or group of stocks you think coul

because we've got the dow up 75, the nasdaq is down about 70 points it's a mixed picture, but jason katzorning jason. >> good morning, stu. stuart: you know i read your stuff so i'm going to tell our audience what you've been saying you see three possible game changers. a cease-fire in ukraine, the mid-term elections, and the fed slowing down on its rate rising stuff. do you think any of these are likely? >> i do. listen, as far as the war is concerned i don't think it's if, i think it's when, although that when of ending is probably six to 12 months abest in ie of i i do tdo thinknkhe o the o ram r i d landb,rab, t thn'k in tn immn iiate iiaia ts lng lngng hat. u meyodyontdded f.. eett ts . iiitting wr. morbe moror he had a novel idea.om. raise by 100 basis points and indicate that you're going to pause. i don't think that's in their calculus. i think the market would like that. we're going to get 75 and the markets will yawn. i think the third point that we mentioned here as far as the mid-terms, shockingly, none of us are talking about it. at least with respect to the market. so when

good time to bring in our market expert jason katz. jason, good morning to you. more resilient than we thought? >> well, not only is the economy more resilient. the market is more resilient. the price action last week and this morning is pretty telling. i'm not suggesting we're out of the woods with respect to volatility. it really has been a year where you feel like you're driving downhill with no brakes and yet, you look at what's happened recently. inflations coming off the boil. wheat, corn, oil, all that prices that we haven't seen, in fact, they're lower, they're lower than the pre-invasion, and then you have the consumer that's saying one thing and yet, doing another. the consumer sentiment numbers are improving albeit slightly and inflation breakeven rates have come down. in fact they've come down from roughly 3% to 2.3% and then lastly, this mornings bank earnings are pretty telling as far as the consumer as well, so i'm not trying to be polyanis h with respect to my views but i do think people have been mirrored in this negativity and the economy earnin

constantly falling, already the europeans began to raise their heads and say that maybe, after all katzme. the first factor yes, the elections the second factor will begin. uh, gas problems, in fact, europe's energy problems will make it harder for you the heating season in the fall. and it will be more difficult for you to attract money and weapons. here, actually understood. and now let's ask the americans from michael, i mean, and you are still an american, not by origin, but by the reason of citizenship by passport. yes, yes, that's good. please tell me, here, well, really after all, it is, as it were, not a secret, and you will agree with him, the rating of bytan, the rating of the democrats is really falling. what's more, so to speak, e depresses the public. well , some part of it in the states. and it is clear that in order to return the trust, so to speak, to return the ratings, at least some kind of victory is needed there, if they got involved. but tell me, if suddenly biden is on the podium and says guys, look what i thought, i prefer to fantasize, he says, guys, what i thoug

electorate talking about boris johnson's personality, whether you love him or loath him, his personality katzs. ., ., , , ., matters. i do not accept he is not cuttin: matters. i do not accept he is not cutting three- _ matters. i do not accept he is not cutting three. if— matters. i do not accept he is not cutting three. if you _ matters. i do not accept he is not cutting three. if you look - matters. i do not accept he is not cutting three. if you look where i cutting three. if you look where they were in 2019 and you said myself and kier would get where we are now, people would have laughed at us. we have made inroads in and respect bank from the british public. there is still a long way to go. there is a lot to do to convince that labour is the option. we have been doing that, whether pushing the government with the win full tax helping people with energy bills, making sure we are energy reliant on ourselves and we can bring them jobs we need for the future. —— their windfall tax. people are starting to listen to the labour party again. we have seen from the conservatives they have proppe