let's get to david katz who covers the lodging companies david, i don't think there's been a time in the past where we have spoken where we haven't talked about casino stocks specifically i want to shelf that for the time being and talk about over coverage specifically with lodging areas. do you feel as though he we are still going to have to pay as consumers the massive prices for hotel rooms in the coming weeks and months >> when you present the question that way, the answer is yes. what we are seeing are the cost of hotels, particularly in more than half or 3/4 of the major markets of the united states at higher room rates than 2019 before covid began the fact is they are not going down any time soon the reason for that is an element of travel which is just getting started again. that is corporate travel like yours and mine group travel and conventions i see you are showing shots of las vegas which is the premier group destination. many urban markets like new york and chicago are just starting to get their corporate customers back and group customers back. so that mid week demand,

professor of neurobiology lorenz katz from the usa has developed a set of exercises for the neurobicslows us to have a good mental shape. after long training , the results of professor katz turned out to be impressive, people in old age retained clarity of mind, doing the usual things in an unusual way for just 5 minutes a day today in our rubric. we will show such exercises. the first exercise allegro adaja allegro in italian means fun active, but adagio, on the contrary, is slow and smooth. and i think that we all spend the weekend cleaning our apartment. some of us do it quite slowly with stops. and some, on the contrary, want to do everything very quickly in order to go do some of their favorite pleasant things. but try a to change a little the pace of your behavior. and if you clean the apartment slowly, then on the contrary, do it quickly, those who are in a hurry start doing everything slowly with a stop, even if you are right-handed, try to do it with your left hand, that is, in order for new neural connections to arise. this is such a simple technique, but in fact it has a hu

it's a two run blast as the 3 to 1 number 16 on the season for murphy is up 51 in the eighth, mark, katzaid, the manager told rookie shade laying all ears 100 bucks if he had a home run. into the bullpen. well, that's where that one is headed into the bullpen. so langoliers is $100 richer, but more importantly, that is his first career home run. so the a's improved to two and o in the langoliers era, the rookie seven to win over the texas rangers. now the 49ers. they are holding joint practices with the vikings this week as they gear up for saturday's preseason game in minneapolis. two team scrimmage each other at the vikings facility in the st paul suburb of egon portrayed lance. it was a homecoming of sorts will talk about that in just a moment, but we got to show you this. this gorgeous let's slow it down for you this gorgeous, deep all by lance to the speedy rookie danny gray, who got behind pro bowler patrick peterson for the long touchdown now back to the homecoming. we were referring to lance grew up in the town of marshall about 150 miles from where they practice, so it was good

joining me now from new york is dan katz, co—founder and portfolio manager at amberwave partners.has inflation peaked in the us or is it still a toughjourney i had? i peaked in the us or is it still a tough journey i had? a tough “ourney i had? i think the ke a toughjourney i had? i think the key question _ a toughjourney i had? i think the key question is _ a toughjourney i had? i think the key question is what - a toughjourney i had? i think the key question is what you | the key question is what you touched on just earlier, the key question is what you touched onjust earlier, which is the difference between so—called headline inflation and so—called core inflation. we expect there headline inflation number to head down a bit from where it was injuly and the release. when the data comes out in just a few hours here. but the core number, we actually do expect to remain elevated potentially from where it was injuly... elevated potentially from where it was in july. . ._ it was in july. .. before you go further, please _ it was in july. .. before you go further, please clarify - it

katz, i've always been awe calvin mcdonald. >> recent -- >> how great is it -- >> he's executed reallyl. >> what are we going to do who are we going to get rid of here i just think that this board seems very good to me. francis desue sa. >> think of his proposal the espn proposal resonates because that's been a source of weakness and why they pivoted towards disney plus to begin with. >> cash flow >> leveraged though. >> when espn hit 100 million subscribers they thought it would go to 110, and it goes to 80 they have -- it's -- there is a way to be able to say this is not the right time i don't know what you need why don't you give the guy a chance. >> the board is giving him a chance and renewed him. >> why should they fire him? the theme parks are doing extraordinarily well why should -- what's the bear case for this guy? what did he do >> i think the -- >> other than the florida gaffe. >> it's a credibility issue. the fact that stock has under performed. the streaming at an inflection point. it's not him we've seen that from netflix as well. >> he's an operator. do you want to brin

with us is dan katz, portfolio manager at amber waves partners. one print does not make a deflationary print. look at this chart that suggests on average the timeframe we need in order to get inflation sustainably lower. this really says that when it comes to the timeframe, it took 18 months for inflation to fall from above 8% to below 3% between 1981 and 1983. i don't know if the fed has a historical or comparable data point, but does that suggest we are getting ahead of ourselves? diana: welcome -- dan: well, first, thanks for having me. i think the print today was good news. but as some of your guests said previously, this by no means we are out of the woods. previous rate hiking cycle is like the early 80's do indeed show it often takes quite a bit of time for monetary policy to work through the economy and start print out inflation. as you dig into inflation data, it's clear. even if inflation peaks. and that is by no means a certainty. inflation will remain elevated for a long, long time. a lot of that is down to the housing sector. because,

spoke to the district attorney melissa katz, she knows what she needs to do.erity of the crime and will not let them get away with it. i knowledge the justice we got for jose alba, we'll get in a different direction for putin. >> carley: so many criminals have been let go and go on to commit other crimes. there is a situation that took place, a criminal sucker punched somebody, fracturing his skull and he's now in a coma. he has 14 priors, a registered sex offender. he just gets out of jail. this is a situation that continues to happen in new york city, what kind of crime do you need to commit in new york to get arrestd and stay behind bars? >> last night i met with mayor adams and we discussed crime. he totally opposes what is going on and wants bail reform to be reformed. what is going on in albany doesn't make sense, what is happening to our city doesn't make sense. >> carley: it is not mayor adams, you have governor kathy hochul, she says those talking about bail reform and criticizing it are pushing a political slogan rather than looking for real answers,

is sentiment starting to shift, though disney shares are up over the last month david katz has our tradesand julia, what are we watching? >> disney is expected to show a 21% increase that's expected to be driven by progress at the parks division a lot of pent-up demand to the parks. there's another factor that's very much in focus that is did i any's streaming subscribing numbers. it's expected to at 10 million subs in the quarter. there's a lot of concerns about given the decline we saw from netflix, but there's also this quick of whether they're on track long term to hit the guidance between 230 and 260 billion subscribers. and then also, kelly the advertising market, as well as the traditional media guys, about how there's this ad recession, and they're trying to sort it out. we'll by listening for that as well >> maybe going back a couple weeks or months, how do you feel about it we do think the stock can be meaningfully higher. >> i know you're saying don't get too excited in the next. >> unless you have a great conviction about a company, we would not step in front of the earnings,

i am gadaren that the katz government made just such a decision with regard to the nord stream.bines. they could work no, there is no reason not to let them work and not to increase gas supplies to europe in accordance with the contract, but this is not happening next week the only turbine of the northern will be stopped for scheduled maintenance for 3 days. after that, gas transportation will resume up to 33 million m³. let me remind you for a day, the rated capacity of the gas pipeline is 160 million cubic meters per day and now repair work will continue or be delayed, then naturally there will be fears in europe that, after all, the situation with the supply of gas. it will already be as close as possible to the critical situation in the first half of this year, gas demand in europe has decreased by 27 billion cubic meters. this is over ten percent. and under high pressure. gas consumption prices continued to fall, that is the plan. reduction in gas demand is actually an attempt to lead what the european authorities, in some countries the situation is already becoming disastr

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why the delay in cheri katz. we had quite a long delay on the delivery of the generator. normally it takes 12 weeks to deliver a generator once procured by the contractor inform this case it was prosecute cured or delivered in 44 weeks. we have the extraordinary equipment delays. by the manufacturers. city supplied equipment or part of the contract the general contractor scope of work >> part of the general contractor scope of work. >> you are not liable for the delays. he the contractor may have damages or forgive those because it is a covid-19 supply chain. it is forced for sure we don't accept any general conscience nor do we assess what the damage is. but [inaudible]. good. had it is for chars you listed contracts that were complete, were they delivered on time? did you delay the contractoir? do you have pending delay claims. >> we do not. >> good. >> that is good news. and i will say hai think your second slide you had quadrant 4, i think the fourth quadrant -- let me go back there. it listed some problems continuing problems that you had with different agencies and

katz published a book this year. in that book he writes the army chief of staff who led the attack on the veterans, general douglas macarthur, he later bragged by attacking those veterans in d.c. he was sure he had thwarted a communist revolution. okay. tonight there are american veterans again sleeping outside d.c. -- excuse me, sleeping outside in d.c. in the shadow of the u.s. capitol building. the reason the veterans are there this time is because of the u.s. government's promise to pay for health care for veterans exposed to toxic burn pits during their service abroad. congress was supposed to pass legislation to make good on that promise last week, and everybody thought they would. but senate republicans changed their mind at the last moment and suddenly discovered previously unknown reasons to vote against that veterans bill even though they had previously voted for it. veterans and their families are not giving up. they are fighting to get it passed, keep the pressure on. many of veterans who are camped outsi

neil katz yell, we don't have yet, have we're monitoring the republican reaction. we don't have calls for impeachment of the federal judge, who allow this warrant to go forwards. but, that may just be tomorrow 's news. lindsey graham is now issuing a written statement saying, among other things, no one is above the law, but the law must be above politics. lindsey graham, siding with donald trump, apparently, without specifically saying there must be a full investigation of the justice department. but, they are well on their way, the republicans are, with threatening everyone they can. and by the, way including the federal judge. they do have the power to impeach, if they take over the house of representatives. they are on the road to threatening everyone involved in this, when are we going to learn, and how do we learn what's the subject of the search warrant was when will we learn more through documentation about what happened today? >> lawrence, before we get to the republican reaction. i think it's important for our viewers to understand just how big this news i

so and so murphy is safe and the a's are up 4 to 1 same inning, manager mark katz told rookie shea langolierslangoliers did his first career home run. his family is loving it. the improved to two and o in the langoliers era whose $100 richer, they win 7 to 2 over the texas rangers. 49ers held the first of two scheduled joint practices with the vikings as they gear up for saturday's preseason game in minneapolis. no skirmishes is all very cordial as the two teams scrimmage each other. at the vikings facility. in the st paul suburb of egon for trey lance. it was a homecoming of sorts more on that in a moment, but first we got to show you this gorgeous, deep ball by lance to the speedy rookie danny gray. the two hooked up in that first preseason game, greg got behind pro bowl patrick peterson for long touchdowns. now back to the homecoming. lance grew up in the town of marshall about 100 and 50 miles from where they practiced today, so it was good to be home for trey lance. i was excited for sure, i guess, you know, see my family see some friends, but i mean, it's work at this point. you know, i

deputy editor of the city alisa katz, cnn presidential historian tim naftali and cnn senior national correspondent sara sidner. so much happened in the last 24 hours, it is -- where to start, right? there is just a bounty of new information. let's start with what we are expecting to learn. maybe. maybe. at 3:00 p.m. which is going to be the search warrant and the receipt, perhaps, about what was taken from mar-a-lago. are you expecting that we will indeed learn that? >> i have my serious doubts. as you will recall donald trump said throughout the muller investigation, oh, i have no problem talking to them, i'm happy to talk to them and it became my lawyers told me i can't. the fact he said release the documents means very little to me at this point. let's see at 3:00 p.m. when their deadline is whether or not they're going to agree. but it is a -- the attorney general has put him in a real pickle here because either he releases the documents, and we learn what statutes they are investigating, and we learn broadly categorically what they took. some of that will be redacted because it

owner cory katz says he had a vision for his spot downtown.to do something different here from martinez. bring great wine, great cocktails. more of an adult atmosphere with great food. i was joking with the locals, this places like cheers bar from the popular tv show, but more upscale. oh yes, people. novara bar common area. everybody knows corey. they know the bartenders. you know, haley and keith that they're the best. we love it here. so earlier, steve asked me if courtyard here has biscuits and it does it, says one of the people who is watching earlier now this is not . i always want to say this to andre and gasia and those of you watching at home. i could not possibly eat my way through every single restaurant. there are so many that i did not get to that. the locals are telling me are good. okay so that means i have some work to do on my own. but the places that did show you were all delicious and very good. and andre and gaza. if you're hungry, i encourage you to come to martinez on any afternoon and try some of the food. it really is g

maria: dan katz with his investment strategy.s, stock is up better than 8% in the premarket. company beat with strong sales in banana republic sales. withdrew financial outlook for the year and taking action to reduce operating expenses as higher fuel prices and inflation impact spending of lower-income shoppers. last month gap ceo abruptly stepped down you remember after two years on the job. the company is still searching for a permanent replacement. up 8%. workday, up 11% on the session. the software company beat estimates on revenue, reported higher subscription, full-year subscription revenue was maintained and the company also raised it's adjusted operating margin outlook to 19, workdays, the ceo -- the pace of companies moving to the cloud is not slowing down, that has been debated recently. we will slip in a break. when we come back, the white house is still struggling to explain who will foot the bill for biden's student loan bailout. georgia congressman barry is here and we will also get into the complicitness of the fb

with that said, let's bring in jason katz who by the way i believe was named top ten adviser on forbesn do they finally slow down? i guess a better question is can they provide a soft landing given the hawkishness of mr. powell? >> first of all, thank you, ash. second of all, it was a take no prisoners speech, let's make no bones about it. we have a bond market that got the memo but a stock market that apparently didn't. what was absent from this speech that no one's really discussing was any discussion of a soft landing. what was a surprise to most investors really was the fact that the longer -- the hire for longer mantra is going on. the runway for a soft landing clearly is shorter now and the fleet of rate hikes and quantitative tightening have gotten longer. this will be a difficult needle to thread. ashley: it really is. with that in mind is someone who advises on stocks and tries to navigate this. what are you telling investors, what are you looking at in this very, very uncertain landscape? >> i know i've painted a draconian picture and the hits keep rolling monday after friday

jason katz thanks very much indeed, sir we'll see you again real soon. yes, sir, thank you.if he runs for president, talking about 2020 is not what people want to hear. he likes hearing it, but people want to hear about how can you secure a broken border. how can you stop rampant crime, what can you do to get the economy back on its feet that's what people want to hear. i'm telling president trump, if you want to be president again in 2024 focus on solving the problems americans are living with. stuart: brad blakeman joins us this monday morning, you heard the good senator right there, brad. don't look back, don't rehash 2020 look forward instead. i'm inclined to agree with that and i hear a lot of people saying the same thing. please, mr. trump, don't look back. what say you? >> you got to look forward. elections about the future. it's not about the past, and if you try to relitigate the past you aren't talking about the things that are on people's minds like the senator said. inflation, gas prices, education , our border. there are so many crisis in america that have to be

jason katz thank you very much indeed.oncerning. we keep getting inflation readings, new data that comes in as recently as this past week and we keep getting surprised it's higher than we expect and not just a few categories. it's spreading out more broadly across the economy, and that's why the federal reserve is acting with such urgency to get it under control and bring it back down. lauren: well he didn't admit recession, what he said means the fed is hiking rates in a technical recession. stuart: okay. lauren you're also looking at some of the movers on the market this morning including halliburton. lauren: yeah. stuart: it's down 4%. lauren: one of the biggest decliners today, it's an energy company, a service company and we've got our manufacturing numbers here but they got them out of china too and it contract ed in china so you're seeing a lot of the energy names down because those less-used from the world. stuart: that's zero covid policy that's really hurting badly. lauren: uh-huh. stuart: then we've got dollar t

maxim katz wrote with the former mundi, and in a day or two europe looks calmly.cuss it at the highest level, and then a friend. you see , the eyes are opening for our russian liberal party, that it turns out that those times have already passed, when they beat something that in the city they both rejoice in death. yes? and dugin and bastards. from zhdanov to volkov, yes, yes, if anything else, i have only one question for ours. why do we not when we start to bring all this? nail in all this vlasov, they almost all fled. they rejoice there. now what is the problem of returning them to their homeland to force them to sit and deprive them of visas. and then we would see what their, by the way, and their ownership of real estate in russia is threatening something here at gordon's own in moscow, and everyone knows this and everyone understands. i'm about all kinds of ukrainian businessmen, and so on , the funniest thing in this situation. yes. uh, an exhibition of ukrainian artists has now been canceled in london . you know who tore it off, of course, the russians kno

i think the most petty remark came from maxime katz, an opposition politician who said that if gorbachevcretary general of the ussr. do we have any kind — secretary general of the ussr. do we have any kind of _ secretary general of the ussr. do we have any kind of knowledge _ secretary general of the ussr. do we have any kind of knowledge about what is going to happen in terms of a funeralwill he be afforded some sort of state funeral? or will it be much more low—key? it’s sort of state funeral? or will it be much more low-key?— sort of state funeral? or will it be much more low-key? it's going to be one of moscow's _ much more low-key? it's going to be one of moscow's mean _ much more low-key? it's going to be one of moscow's mean cemeteries i much more low-key? it's going to be| one of moscow's mean cemeteries on saturday. that's what we know so far, which is where many prominent figures from politics and from the world of culture are buried. it's not going to be state funeral, which i think tells you a lot about how gorbachev and his ideals fit in with the russia of this year, the rus

the pizza katz gory has gotten quite tough. >> remember when it was the end all be all, all things, restaurantseah. but i happen to like this new guy at domino's. we have to give him some time. russell wiener domino's could be putsing in a bottom people like him. they understand that he has got great growth but the company got a little bit off the rails i prefer domino's to them. i think domino's got a strong leader >> you've always liked those guys >> the stock was at 10 when they changed management, and, you know, i got -- came in to me and said, listen, do you think we're better than a cardboard box? i said, i don't know depends on the sauce >> i love that story >> then they did that beginning of the move the domino's was when they did the famous super bowl ad where they did -- you know, they did, what, what would you call it, consumer trial of cardboard versus their pizza >> yes >> the cardboard did come out very well. >> yes, yes. sticking with food, you know, it's not often we have stocks near all-time highs that aren't energy but kellogg's, they could do -- >> well, the numbers there wer

jason katz with me now. okay, this is all about the fed, isn't it?hey are going to raise by 75 basis points and that's why the markets down. that's my opinion. what say you? >> i think this summer of market love has come to a grind ing halt. stuart: oh, could be. >> so we have this great debate , 75, 25, frankly i think the fed is damned and the market for that matter if they do or they don't. if they raise rates by 50 basis points, i think it's less bad and if they raise by 75, i think we're going to be in for another leg down. that all being said, you have this good cop bad cop thing going with the fed, right? you have fed officials, the last week, really leaning towards the 75 saying it's too soon to even consider pivoting. i think powell actually err'd on the side of saying i'll be data- dependent and the reason he can do that and astoundingly we're never talking about this and we should. we have quantitative tightening upon us. that's effectively a rate hike. $90 billion, stuart, is going to rolfe off the balance sheet between mortgage backed se

let's see if jason katz, our market catcher of the morning thinks that. ubs, you could hear crickets in my hallway today, but it's also the hope that inflation has peaked. we talked about this months ago, rather weeks ago with respect to the market. is it at a bottom and my answer to you then was, it's not a point in time. it's a process. the same exact thing could be said for inflation. it's a process, so the operative word, stu, are less bad. it's encouraging that cpi and pp i are less bad. it's encouraging that we're see ing gas prices, oil prices, wheat and lumber come down but let's have no illusions here and joe said it before. 8.5 some odd percent inflation, you still have that 103-degree temperature and you're still sick, so this is a six-12 month process at-best to get to the fed's target of roughly 2% inflation. stuart: okay it's a little less bad on the inflation front. >> exactly. stuart: any other positives or mild positives i'm thinking about employment for example, or maybe the hope of a soft landing for the economy? positives? >> for sure.

the main katz strikes a naive hope. well, after all, zelensky cannot cancel european values. the prime minister of estonia stated that should not be allowed said. here she stated that e should not issue tourist visas. andrei vladimirovich wrote. now be sad that all the concerts in russia have been canceled. there were applications from all over the world, but problems with visas began. we must look for another planet and europeans. they immediately discuss in all seriousness already in the sansa yes package of deprivation of the issue of deprivation with e. visa e, moreover, any schengen visas, not issuing schengen with schengen schengen chris e to russians citizens of russia so that's all really, here you have european values, however normal, on which these very european liberals relied so much. uh, russian opposition and so on. here's the whole story for you, then he returned, yes, and when we told them here about russophobia in the west of the russian, the political slowdown is already ethnic russophobia. yes indeed, but they are there yes. no. well, what is this propagand