these are portfolio holds for quite a while. >> let's switch to a different part of the market, the barron'sig money pull the favorite sector and the people that we surveyed was energy, you like the energy patch as well in a large evaluation there. >> that a second overweight, primarily because of the copious amounts of free cash flow that are being generated right now. >> is same logic but a different sector. different drivers. you can take the large-cap oil companies whether exxon or mobil generating free cash flow, that is after all of our expenses that they pay in x-uppercase-letter and exploration of roughly 10% on market cap and then you have other smaller producers where you can go up to 12 or 14% from cash flow, what are they doing with that, they're returning it to shareholders. an environment where market is going to be choppy and you have geopolitical risks so you never know will happen to the price of oil seems like a good sector to be owning. jack: is a fascinating sector over the past ten or 15 years, oil prices were negative for a while, the street felt that there was too much

on the "barron's roundtable" al root, elizabeth all o'brien and andrew bary. down the week in the markets for us, a lot of volatility but it ended a little bit mixed. >> big action of the market this week was oil and we talked about the conflict at the top and oil was up 6%. other than that the indexes were mixed, s&p, the nasdaq, a little bit of a loss, the markets were up early in the week and then later in the week you saw that inflation reading was a little hotter but okay, the yields ended down, overall the narrative that the fed is almost done raising rates and markets and try to figure out what the economy is like and 24 is still the theme invalid and we had the volatility in energy markets. carleton: i'm also curious and defense stocks, huge jump but kind of flat for the rest of the week. >> action energy market is a story from a stock was defense. the major defense contractors on average of about 11%, northrop grumman up 16% that's the best week since 2009. that is the sort of thing that happened a defense, basically wall street was trying to use the u

on the "barron's roundtable" my colleague ben levisohn, andrew berry and elizabeth o'brien. is week in the market my stomach was up and down and usually tell me why this week was so tough. >> i was going to describe as head spinning rather than head turning, it's the same thing it look like the market was on the point of breaking down hard we had healed surging in the job report far stronger than anyone expected. the market was okay the biggest turnaround of the market since march to finish positive after being down 1% in the s&p 500, the question of the market having responded to interest-rate, bond yields have gone up so much and fallen so much how much more can you fall look like it's ready to move on and care about something else. carleton: you say the market is ready to move on but we near looking at bond yields in the highest level of 16 years or so. are we really ready to move on are we paying attention there. >> i met paying attention to the equity risk premium how much yield your given for owning stocks over treasury read what is interesting it is about the same now

on the barron's roundtable, my colleagues ben levenson and al root. so ben, once again, the bond yields went up and the stock investors got spooked that they did. and bond yields one way, way up. and this was, i think, highest level since 2007 for the ten year. and it really did spook the market. but partially what was going on was this a september and september always spooks the market and so we ended up with the s&p having its worst month of the year. bonds got crushed actually, the only thing that you probably would have done well in besides cash were energy stocks, because oil just kept going straight up. but thankfully, september is ending and that could mean a better month ahead. october may begin with a government shutdown. what do you see the effect on the market from that? well, historically, there hasn't been much of an impact. you go back to 1976, the average return during a shutdown was 0. so the market doesn't go up. it doesn't go down, but it's not a big deal. and then when it ends the week after it ends, market goes up 0.6. and so things

a warning for investors about following the smart money when it comes to their investments on the barron's roundtable, my colleagues ben levison, andrew barry and jacob sonenshine. all right, so ben, another cloudy friday, another cloudy weekend, and that also played out in the markets. why were markets down again this week? well this week's loss was brought to you by the number five. that's 5% on the ten year treasury yield. treasury yields have just been going up and up and up. and as it does, it's impacts all kinds of things. it impacts the way people value stocks. it makes people just say, hey, i don't need to put money into stocks. i can just buy bonds. and that has hurt stocks, particularly those that have exposure to yields in different ways. big tech stocks, because they have profits out in the future. those get knocked down the valuations. so those stocks fell hard, utilities fell hard, solar stocks like solaredge and enphase, they got smacked partially because they have no profits. they're building out these businesses and it's getting more expensive to do that. so it was a terri

nick schifrin is here with me in the studio. laura barron-lopez is at the white house, and lisa desjardins is at capitol hill. lisa, i want to begin with you, what you just heard from the president, weaving the two wars together in this way. what do we know from the white house about why the president wanted to address both those nations and the wars in this way right now and to the american public directly? lisa: first i want to acknowledge, as you can probably hear, that there is a small group of protesters just outside the white house gates, protesting president biden sitting more aid to israel and calling for a cease-fire in the conflict. you may be able to hear that right now. what i took away is what you said, which is that the president wanted to explain to the american people why these two complex, although they might appear different, that they have some similarities, trying to say that, essentially, hamas and putin may be different, but they are attacking neighboring democracies, attempting to, he used the words, annihilate neighbo

that is all for us we will see you next week on "barron's >> from the fox studio in new york city, this is "maria bartiromo wall street". maria: happy weekend all, welcome to the program that analyzes the week that was and positioned you for the week ahead. i am maria bartiromo, striking back against iran read the u.s. military hitting two munition facilities in eastern syria used by our brawn backed militants, the pentagon calling the airstrikes and precision self-defense in retaliation for 19 recent attacks against u.s. bases, those bases housing american troops in iraq and syria, the injured 21 u.s. personnel, defense secretary lloyd austin says the strikes were separate from the israeli war with hamas, the pentagon sending 900 additional u.s. troops to the region. president biden has come under scrutiny for the delayed response to the iranian backed attacks, critics also questioning why divided a administration allowed iran's foreign minister onto u.s. soil this week through the wall street journal reported that hossein the islamic jihad and hamas implanting leadings meeting up to t

13% while the magnificent 8, that's the seven plus netflix, they account for nearly 30% of the index. barron's points out that banks are less a reflection of the u.s. economy. while big tech has led this year, hits or misses could lead to outsize moves. nvidia could contributed to 1% in the quarter. meta, nearly 1%. alphabet and microsoft half a percentage point each. a unique way of breaking down the megacaps into two groups, the spicy three and the garpy four. through their p.e. multis this year and two years out. the green line represents the spicy three, tesla amazon and nvidia. less main stream strategies. all of them have spent years being questioned or doubted by the street. typically more volatile and they can be the wild card this earnings season. the orange line is the garpy four, meta, microsoft, google and they're characterized by more reasonable p.e. ratios. still elevated compared to everyone else. growth at a reasonable cost. now, what both groups have in common is a.i. hype, a theme once again this earnings season, what i'm watching this week and next, guys, does a.i. start hur

let's pick up on the bonds. "barron's" saying it is time to buy. en again all the experts were saying it was time to buy long ago and so far has not been great trade. what are your thoughts? >> after this significant of a selloff naturally people will look for it. i think the square to focus on is the tips market, treasury inflation protected securities, you can lock in five, 10-year levels at these levels. i would be careful at the long end of the curve but i think the tips markets deserve as longer look at these times. charles: last week janet yellen told the world treasury yields are surging because the economy, u.s. economy is doing so well. we know buyers are fading. there is a lot few buyers out there including the federal reserve. then there is this issuance, massive issuance, amount of money printing going on. what are your thoughts on what really are the main drivers of all of this? >> i think we have two simultaneous drivers. one as you point out the sheer amount of issuance is hitting. more currency in defense mode. they're not accumulati

that is all for scu next become "barron's roundtable". >> from the fox studio in new york city, this is "maria bartiromo wall street". maria: happy weekend, welcome to the program that analyzes the week that was in position you for the week ahead. i am maria bartiromo. lawmakers on capitol hill are trying to find a new speaker of the house, all congressional work has been halted until a new leader is elected. candidates are speaking out against the move by a handful of house gop to oust kevin mccart mccarthy. >> it's not helpful and it does not help us focus on the issues the everyday voters care about. >> chaos is never america's friend. >> he gives people more of a concern about her party being a governing party and that is bad for all of us. maria: one candidate vivek ramaswamy was a different tone. >> the point of removing the house speaker was to so chaos. the real question to ask, let's get to the bottom of it whether chaos is really such a bad thi thing. >> there are many names being discussed when the house replaced mccarthy jim jordan in steve scalise. some gop house members

have a great rest of the weekend, and i'll see you again next time. muck. ♪ ♪ ♪ >> welcome to "barron'stable" where we get behind the headlines and rare you for the week -- prepare you for the week ahead. i'm carlton english in for jack otter. the war enters week two. global market strategist brian leavitt will look at how escalation fears are impacting stocks and energy prices. then, a big week for big tech is on the way. netflix kicked off earnings this week with a bang on strong subscriber growth, but there's a lot more to come, and is one tech giant faces trouble from china. and later, we'll give investors an inside look on the stealth play for electric vehicle stocks. but we begin, as always, with three things investors ought to be thinking about right now. stocks sank this week as investors are keeping a close watch on growing middle east tension. then elon musk is having some regrets about tesla's highly anticipated cyber truck and the ev maker's third quarter earnings were a big big disappointment. and a warning for investors about following the smart money when it comes to thei

the hashtag i stand with evan. and that's all for us. we'll see you next week on barron's roundtable. >> from the fox studio in new york city. this is "maria bartiromo wall street". maria: happy we can to all. welcome to the program that analyzes the week that was in position to for the week ahead. i am maria bartiromo, house republicans are zeroing in on president biden connection to his sons foreign influence peddling a potential bribery and the first impeachment inquiry hearing this week. >> used the money of the people that i represent in the fourth district of ohio to help his family and anyone with a brain can see that that's why the chairman wants the bank records and that's what were doing and impeachment inquiry cannot get plainer and simpler than that. he gets the request and calls his dad and his dad calls the audible and uses his money to leverage the change. anyone with common sense can see it. maria: house judiciary committee chairman jim jordan making the case and now house oversight committee james comer has formally issued new subpoenas for the personal an

see you next week on "barron's roundtable". ♪ >> from the fox studio in new york city, this is "mariaartiromo wall street". maria: happy weekend to all, welcome to the program that analyzes the week that was in position to buy the week ahead. i am maria bartiromo, we are one week into a bloodied war as the world awaits israel's next move against the terrorist actions of hamas. israel is unmasking thousands of troops near the gaza strip and one of the largest mobilizations in the country's history as it prepares for a groundwork, israel is ordering more than a million palestinian civilians in gaza city in northern gaza to evacuate but hamas is reportedly preventing that from happening as pro-palestinian rallies take place across the country. [shouting] [shouting] >> occupied people have a right to resist the occupation. [shouting] maria: protest around the world as well as a former hamas leader called for a day of jihad for all muslims with heightened security in major american cities, joy to me right now senate foreign relations committee texas editor, ted cr cruz, good to see you thi

safely have a place a where they can be together, which is almost like do the, the academy was founded by conductor daniel barron boy, him in 2012 with a going to the coming. the divide between is radius and palestinians. his deep conviction is that peace community come from understanding the his son michael, don blame is a professor at the academy. the institution hopes to provide the students with a safe space and a feeling of normality and dock times global discuss the i don't believe there are any defines that can help you bridge the movie that i see repeated efforts to overcome boundaries through talking and i see the making of music together just combine them and was. 6 6 the, let's see, there are many different emotions of their sadness, anger. there's a lot of fear. the students are very afraid for their families and friends. despite the situation is random, gaza all students return from the summer break to the academy in bell in this evening is about more than just music. this was really moved. that's all i can say, said suzanne, seeing these young musicians from both sides of the wall playing together

and today it was some of the former president's closest former aides who were pointing the finger at him. laura barron-lopez picks up the story. laura: amna, in new york, the state attorney general's $250 million dollar civil fraud trial against trump and his company is in its fourth week. today, trump's former attorney and fixer michael cohen took the stand for their first face-to-face confrontation in five years. cohen put the blame squarely on trump for inflating the value of his assets. the war of words began before they entered the courtroom. >> this is not about donald trump versus michael cohen or michael cohen vs donald trump. this is about accountability plain and simple. pres. trump: he's a proven liar, as you know, a felon, served a lot of time for lying and we're going to just go in and see that and i think you'll see that for yourself. amna: andrea bernstein covers trump legal issues for npr and hosts the new podcast, "we don't talk about leonard" from propublica and "on the media." she was in court today and joins me now. this fraud trial in new york is in its fourth week. what role does

the attorney general. white house correspondent laura barron-lopez has been following the developments and joins me now.ood to see you. the judge opposed a gag order on mr. trump yesterday. why? laura: the judge imposed this gag order very quickly on trump, saying he cannot make comments about court staff and this came hours after former president trump attacked that judge's principal law clerk on social media. trump baselessly accused the law clerk of having a relationship with majority leader chuck schumer and also said that this law clerk is running the case against me and they should be dismissed immediately. this is clearly a pattern from the former president where he is directly attacking any officials that are involved in these cases against him. amna: you have reported on this other pattern before. we have seen former president trump directing most of his derogatory attacks against officials of color. are we seeing that same pattern again? laura: he did it just this week again when he was in new york city directly attacking new york attorney general letitia james when he was there for the civil

see you next week on barron's roundtable ♪ >> from the fox studios in new york city, this is maria bartiromo'swall street." maria: and happy weekend to all. welcome to the program that analyzes the week that was and helps position you for the week ahead. i'm maria bartiromo. the world is watching and waiting as israel's ground invasion of gaza appears to be imminent. israel's defense minister telling troops to get ready are. president biden addressing the nation, making the urgent request to congress for more than $100 billion in aid for israel and ukraine, saying that the u.s. national security things on support of our allies. the president also finally addressing the threat from iran without mentioning any specifics. >> iran is supporting russia's -- in ukraine, and it's supporting hamas and other terrorist groups in the region. and we'll continue to hold them accountable, i might add. maria: just minutes before the president spoke thursday night, two rockets were fired at u.s. and coalition forces in baghdad. earlier that day a u.s. naval destroyer in the northern red sea shot down three la

it's the worst mass shooting in the state's history and questions remain over why it wasn't prevented despite warning signs. laura barron the latest. laura: geoff, mainers are still feeling this loss. joshua seal was one of four members of the deaf community killed. he leaves behind four children and his wife, elizabeth, who is also deaf and speaks here through an interpreter. >> i want the world to remember him, his passion, his love, his patience, his kindness, his motivation, his zeal for life. his ability to get things done and his humor. laura: along with the grief, there's growing scrutiny about why law enforcement didn't find or stop robert card before the shooting. his friends and family and the army reserve all reported concerns about his behavior and access to guns to police months before the shooting, according to documents released by the sagadahoc county sheriff's office. we've now learned that in may, card's family told police he was experiencing paranoia and hearing voices. they also reported he had 10 to 15 firearms. in july, card's army reserve unit sent him to a psychiatric hospital for two weeks. in e

the founder of digital council of professionals. before we get to crypto, you were for many years barron's number one in the financial adviser in theinvestors who might be rattled by the events in israel? >> our hearts and prayers go out to everybody in israel and this is a horrific situation. the knee-jerk reaction the world is coming to an end, wall street's initial reaction at the opening an a while later everybody realizes the world suspect comes to an end at the moment an that's the attitude we need to remind ourselves. shocks to the system occur from time to time as horrible as they are from a humanity perspective, but it shouldn't alter your investment strategy. if you have enough cash reserves and you have a long-term time horizon an event like this shouldn't cause you to sell in a panic. >> i want to turn to crypto. last week nine etfs launch but the public doesn't seem interested. 9 million in the biggest one. this is nothing compared to the bitcoin etfs. big welcome when they started in 2021. is interest in crypto waning. >> people are getting smart. back in 2021 when the first bitcoin futures etf launched, there was a h

the u.s. is running out. white house correspondent laura barron-lopez and national security correspondent nick schifrin are atable with me for an update. and good to see you both. laura, just yesterday, president biden expressed concern about securing some of that additional assistance for ukraine. what is the white house plan for getting that aid right now? laura: the president plans to give a speech in the coming weeks, amna, where he is going to lay out the stakes. he's going to essentially try to send a signal to foreign allies, foreign adversaries, but also domestically, that the u.s. needs to be in this, that the u.s. needs to continue its support of ukraine. and white house press secretary karine jean-pierre was asked today about the urgency behind more aid for ukraine. karine: we can go a bit longer, a bit longer, but it's not the long-term solution. so the big piece of this right now is that we need congress to keep their promise, to keep the promise that they made to ukrainians. laura: and so i talked to a number of people today about this, essentially, two things, amna. one source close to the whit

reiterating her cautious but not bearish outlook saying the risk/reward for equities is not very compelling. joining us is holly newman kroft, ranked by barron's as one of the top financial advisers in the united states. welcome back. good to see you. >> good to see you both. >> these yields continue to rise. i think it surprised a lot of people. how does that impact the way you think about managing the portfolio? >> i think the way we position portfolios is we have to take advantage of the gifts the market is offering us today and also protect against risk. as yields march north, our clients can get a really attractive yield in fixed income. we're able to reposition client portfolios to get almost equity-like returns with a muni portfolio. that takes risk and volatility out of their portfolio and also positions us to take advantage of when the market comes down being positioned to do so. >> we just haven't seen the kind of drawdawn that you would like to see to get excited about stocks. >> we're not excited about stocks, especially when you can get these returns in the fixed income space. you know, i spoke on your financial adviser summit las

the pandas names are also revealed today. they translate to ways treasure. i'm shining treasure. so little treasure. so speaking of bears, a son, barronearing apart some decorations to >> get the honey that was inside. this isaat the purse zoo in australia. video was released by the zoo to mark 125 years in business where he's going at it, representative says the exercise was meant to encourage the bear to use natural behaviors to get a tasty reward. >> netflix is planning to bring its movie and tv show experiences to life in a store near you. the streaming service wants to launch physical locations called netflix house, which could offer merchandise food and experiences themed around its content. netflix has not announced yet where the permanent locations would be, but wherever they would be, the reportedly expected to open by 2025. maybe that's why the pricing keeps going up. their do some interesting things about the japanese startup company is making giant robots. it you can pilot yourself. >> they call the robot the our checks. like something out of the famous a cartoon gun dom. i said that right. the robot is 15 feet tall. it ro

thank you so much for being with me, have a great rest of the weekend, i will see you next time. ♪ >> "barron'sbal

the way. out of sight, zip it away, forget it. that's been 79—year—old tricia barron'sthe same story for so many older people who are being invited to these free it sessions in birmingham. from the old school where we used to face to face, still with banks, still with people, get feedback. any difficulties we have then? you know, it was much more easier. this class in the city centre is the first of around 1000 which bt and uk charity ability net are running up and down the country with more services moving online. people at this session know they have to change with the times. there are 11 million people in the uk who don't have the basic digital skills that they need and we know that people over 65 are ten times more likely to fall into that category. for more stories from across the uk, head to the bbc news website. you're live with bbc news. let's continue with our business coverage and look at what's happening later today. the international energy agency and spain will be hosting an international climate and energy summit in madrid, focused on accelerating the glob

the offer is worth around £1.3 billion, or $1.6 trillion. —— 1.6 billion dollars. thanks very much for watching. to stay with bbc news. peter and janet barroncing, and it's a passion they want to pass on. even before they start their own training, the couple from worsley turn up at stourbridge fencing club to help the coaches encourage and develop the next generation. whereas people are singing about football all the time. they don't sing about fencing. so any opportunity we get that we can promote the sport so that there's a lot more young people taking it up, that's so much the better. it's essential that we all help future generations| to come through. and as you've seen tonight yourself, how enthusiasticl those little children eight years on are, | they really enjoy it. fencing brought the pair together many years ago and they've been duelling their way to the top ever since. but this is the first time they've both qualified for the veterans world championships in the same year. janet finished fifth in 2022. she'll bejoined in the british team by sue uffe from evesham. and janet's determined to make it onto the podium in florida this ti

barron's book. collision of power trump, basis, the "washington post." hehe retired recently's executie editor of the "washington post." he took on the job not long before basis about the paper. and then of course shortly thereafter trump became president. i am really looking forward to an inside look at that political era. which of course continues into the present day. it's that kind of insider. and a legendary journalist as well' i'm also very happy he's going to be my newspapers book event in november to talk about the book. of the political books and looking at that is the one i'm most excited to start request na bay times you sponsor a book festival or just holding individual events? >> we sponsor a book festival. it is in its 31st year. the scope tampa bay times festival. this year we have nine authors we have michael connelly, dave barry and lauren groff and another terrific authors. i'm looking forward to it. i do a lot of onstage interviews with those authors. a ton of work but also a highlight of my years. >> that is something book tv should l