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good morning it is 9am on thursday 5.2 Jump to 128.56
    TIME 9am
    DATE thursday
january 27th this is yahoo finance live 4.799 Jump to 130.8
one percent at the open s p futures 4.72 Jump to 145.2
    PERCENT one percent
eight tenths of one percent dow futures 4.479 Jump to 147.76
    DATE eight tenths of
    PERCENT one percent
a half of one percent and future is 4.08 Jump to 149.92
    CARDINAL a half
    PERCENT one percent
numbers coming out just about 30 minutes 3.92 Jump to 154.0
    TIME just about 30 minutes
fourth quarter to an annual pace of 6.9 4.72 Jump to 160.08
    DATE fourth quarter
    DATE annual
    CARDINAL 6.9
percent that is better than the five and 4.96 Jump to 162.48
    CARDINAL five
by six tenths of one percent endow posts 5.199 Jump to 197.68
    CARDINAL six tenths
    PERCENT one percent
first on yahoo finance as those shares 5.28 Jump to 204.959
    ORDINAL first
rise by two and a half percent in the 4.961 Jump to 207.599
    DATE two and a half percent
well first of all immediately there were 3.52 Jump to 236.799
    ORDINAL first
zero but we got a lot of messaging about 5.041 Jump to 242.239
    CARDINAL zero
nearly nine trillion dollar balance 3.76 Jump to 277.12
    MONEY nearly nine trillion dollar
doesn't want to describe it one way or 4.0 Jump to 359.28
    CARDINAL one
again is still prevailingly for a 25 4.239 Jump to 382.4
    CARDINAL 25
mid-march 88 but take a look at the 12 5.68 Jump to 386.639
    DATE mid-march
    CARDINAL 12
of people that are calling for a 50 4.0 Jump to 390.0
certainly something to watch about six 3.44 Jump to 394.0
    CARDINAL about six
this morning um that showed that 6.9 4.879 Jump to 403.6
    TIME this morning
    CARDINAL 6.9
the fourth quarter 3.28 Jump to 411.12
    DATE the fourth quarter
happened in the fourth quarter in terms 2.72 Jump to 416.72
    DATE the fourth quarter
gdp for the fourth quarter compared to 3.519 Jump to 426.8
    DATE the fourth quarter
the third quarter when you look at that 2.959 Jump to 428.96
    DATE the third quarter
6.9 2.961 Jump to 430.319
    CARDINAL 6.9
of economic analysis as a first read on 5.12 Jump to 433.28
    ORDINAL first
a fourth quarter economic activity last 4.16 Jump to 436.08
year again that's compared to 2.3 3.68 Jump to 438.4
    CARDINAL 2.3
percent in the third quarter and the bea 3.44 Jump to 440.24
    DATE the third quarter
third quarter appear to alleviate just a 3.28 Jump to 454.16
    DATE third quarter
little bit between the third and fourth 3.04 Jump to 456.24
    ORDINAL third
    ORDINAL fourth
but maybe less so uh than in the third 3.52 Jump to 459.28
    ORDINAL third
that we got 6.9 4.721 Jump to 466.639
    CARDINAL 6.9
grew in the fourth quarter you 3.921 Jump to 476.319
    DATE the fourth quarter
extrapolated it across four quarters it 4.56 Jump to 477.84
    DATE four quarters
would be 6.9 but it's not like the 4.32 Jump to 480.24
    CARDINAL 6.9
economy grew 6.9 4.0 Jump to 482.4
    CARDINAL 6.9
in one quarter but obviously now that we 3.6 Jump to 484.56
    DATE one quarter
the course of 2021 if you just measure 3.439 Jump to 488.16
    DATE 2021
last year the economy grew by 5.7 4.56 Jump to 493.12
    DATE last year
    CARDINAL 5.7
united states since 1984 kind of 5.601 Jump to 502.639
    DATE 1984
looking at 1.34 trillion dollars in the 4.239 Jump to 513.68
    MONEY 1.34 trillion dollars
fourth quarter that's a marked slowdown 4.56 Jump to 516.159
    DATE fourth quarter
from the 1.72 trillion dollars in the 4.56 Jump to 517.919
    MONEY 1.72 trillion dollars
third quarter personal savings rate 4.401 Jump to 520.719
    DATE third quarter
going down from 9.5 in the third quarter 5.121 Jump to 522.479
    CARDINAL 9.5
    DATE the third quarter
to 7.4 percent in the fourth quarter 4.08 Jump to 525.12
    PERCENT 7.4 percent
    DATE the fourth quarter
decreasing between the third and the 3.68 Jump to 532.88
    ORDINAL third
fourth quarter but of course all this is 3.599 Jump to 534.8
    DATE fourth quarter
but not nearly as high as the two years 3.599 Jump to 541.68
    DATE the two years
world or one of the few that calculates 3.199 Jump to 561.2
    CARDINAL one
markets as well this is the s p 500 4.88 Jump to 569.6
is a two-day view so i just want to 3.039 Jump to 574.48
    DATE two-day
watched the s p 500 go to new session 5.04 Jump to 601.12
bearings here over the last four 4.0 Jump to 611.6
    CARDINAL four
see that the 10-year t-note yield is off 4.24 Jump to 651.2
    DATE 10-year
about one basis point but we did get 4.8 Jump to 653.2
    CARDINAL about one
here this is a one-year chart and this 4.88 Jump to 667.76
    DATE one-year
check out the two-day price action hard 4.32 Jump to 682.8
    DATE two-day
a two day basis and you can see that we 4.079 Jump to 698.0
    DATE two day
yeah one uh one reaction that caught my 3.759 Jump to 761.2
    CARDINAL one
looking for four rate hikes this year 4.241 Jump to 788.639
    CARDINAL four
    DATE this year
we're at uh five 3.92 Jump to 790.88
sphere of people looking for six to 4.0 Jump to 796.639
    CARDINAL six
seven rate hikes this year uh i'm 3.92 Jump to 798.32
    CARDINAL seven
    DATE this year
only one 3.279 Jump to 812.0
    CARDINAL only one
of the risk that no one was really 2.239 Jump to 819.6
not just for the fourth quarter but for 3.281 Jump to 893.199
    DATE the fourth quarter
nine tenths of one percent and this has 3.12 Jump to 925.44
    CARDINAL nine tenths
    PERCENT one percent
first of all the company did have record 2.961 Jump to 936.639
    ORDINAL first
mention five and a half billion dollars 4.72 Jump to 939.6
    DATE five and a half billion dollars
after only its second full year of 4.399 Jump to 941.68
    DATE second full year
profitability and a big one but 4.481 Jump to 946.079
affected and it says that's one of the 3.52 Jump to 966.72
    CARDINAL one
about 20 minutes talking about this 3.919 Jump to 988.16
    TIME about 20 minutes
julie one on growth uh elon called out 5.04 Jump to 1018.0
    CARDINAL one
50 growth this year that would be a 4.161 Jump to 1020.959
    CARDINAL 50
    DATE this year
tesla put up last year and number two 3.439 Jump to 1025.12
    DATE last year
    CARDINAL number two
keep an eye on there is one that you 3.199 Jump to 1053.36
automotive gross margin it was 29.3 last 4.561 Jump to 1056.559
    CARDINAL 29.3
from 25.6 4.64 Jump to 1061.12
    CARDINAL 25.6
in 2020. so it's been expanding but 4.88 Jump to 1063.28
    DATE 2020
invest even more seven billion dollars 3.441 Jump to 1083.039
    MONEY seven billion dollars
jim farley and one of my takeaways from 3.761 Jump to 1088.559
    CARDINAL one
top of i believe 11.4 billion dollars 4.4 Jump to 1094.32
    MONEY 11.4 billion dollars
dow chemical shares are up by two 4.08 Jump to 1119.76
    CARDINAL two
like dao joining us for a first on yahoo 4.159 Jump to 1303.76
    ORDINAL first
dow our 125th year as a company it was a 6.88 Jump to 1337.919
full year uh 2021. uh to your question 5.521 Jump to 1344.799
    DATE 2021
you look at your predictions for 2022 5.199 Jump to 1357.6
    DATE 2022
know which third party you're talking to 5.04 Jump to 1369.6
    ORDINAL third
are ranging between plus four and plus 5.76 Jump to 1371.76
    CARDINAL between plus four
five percent uh growth you also you know 4.399 Jump to 1374.64
    PERCENT five percent
number is more than five trillion 5.041 Jump to 1392.799
    CARDINAL more than five trillion
2022. 4.559 Jump to 1415.36
    DATE 2022
39 and if you would just explain to me 3.76 Jump to 1427.6
    DATE 39
gotcha so local pricing up 39 5.039 Jump to 1444.64
    CARDINAL 39
volume down four percent which i think 4.719 Jump to 1447.2
    PERCENT four percent
that volume down four percent is that 5.201 Jump to 1454.559
    PERCENT four percent
maintenance at our facilities we had one 4.08 Jump to 1474.24
    CARDINAL one
move forward into 2022 you know you 6.0 Jump to 1490.4
    DATE 2022
from dao one of the big changes next 3.519 Jump to 1496.4
for almost 30 days 3.919 Jump to 1507.36
    DATE almost 30 days
is improving that was probably one of 4.801 Jump to 1525.679
    CARDINAL one
there were two strong months march 5.921 Jump to 1531.919
    DATE two strong months
as we went through the fourth quarter 4.079 Jump to 1541.2
    DATE the fourth quarter
and through 2022 6.56 Jump to 1550.64
    DATE 2022
at least through the first half of the 3.92 Jump to 1574.4
    DATE the first half
energy costs our costs in the fourth 4.879 Jump to 1586.4
    ORDINAL fourth
quarter were up uh more than 20 percent 4.64 Jump to 1588.72
    PERCENT more than 20 percent
and you've got oil and brent touched 90 4.0 Jump to 1598.48
    CARDINAL 90
you guys raising your prices in 2022 how 4.721 Jump to 1617.039
    DATE 2022
know it's a tale of a tale of two points 5.12 Jump to 1626.88
    CARDINAL two
dow up about close to three percent in 4.319 Jump to 1666.96
march 15th and 16th so as we prepare for 4.961 Jump to 1843.679
    DATE march 15th and 16th
the first quarter it's just so detached 4.079 Jump to 1873.2
    DATE the first quarter
about more in a second but look at those 3.44 Jump to 1966.64
    ORDINAL second
of the variant but also two higher wages 4.16 Jump to 1973.6
    CARDINAL two
sense right we just saw uh 2021 gdp come 6.561 Jump to 2020.799
    DATE 2021
out at 5.7 4.799 Jump to 2025.12
    CARDINAL 5.7
at 3.9 percent we got there in a year 5.521 Jump to 2034.559
    PERCENT 3.9 percent
    DATE a year
eight months last time it took us nine 5.68 Jump to 2037.2
    DATE eight months
    CARDINAL nine
the year with inflation nearly at seven 4.799 Jump to 2042.88
    DATE the year
    CARDINAL seven
seen a bunch of them looking for six to 3.679 Jump to 2092.24
    CARDINAL six
seven rate hikes this year is that 3.68 Jump to 2094.48
    CARDINAL seven
    DATE this year
right now the 10 years up this morning 5.6 Jump to 2134.8
    DATE the 10 years
    TIME this morning
another 10 base sorry the two-year is up 6.559 Jump to 2136.8
    CARDINAL 10
    DATE two-year
another 10 basis points investors now 5.76 Jump to 2140.4
    CARDINAL 10
pricing in five rate hikes for this year 4.961 Jump to 2143.359
    CARDINAL five
    DATE this year
seven or eight if inflation stays 5.12 Jump to 2150.56
    CARDINAL seven
    CARDINAL eight
zero 3.841 Jump to 2190.079
    CARDINAL zero
even if we did get let's say seven eight 5.281 Jump to 2191.359
    CARDINAL seven eight
would still be about two percent 4.959 Jump to 2196.64
    PERCENT about two percent
down from nine trillion dollars so 5.6 Jump to 2203.2
    MONEY nine trillion dollars
it it's been 14 years of abnormally low 5.84 Jump to 2305.04
    DATE 14 years
julie they're down almost 5 yes it's 4.88 Jump to 2401.52
    CARDINAL almost 5
talk about after the break one of them 3.52 Jump to 2417.76
watching today one of them is netflix 4.48 Jump to 2597.28
    DATE today
    CARDINAL one
the shares trading higher by 6 4.161 Jump to 2599.359
    CARDINAL 6
disclosed about 3.1 million shares of 4.4 Jump to 2603.52
    CARDINAL about 3.1 million
finished down close to 25 it's still 4.4 Jump to 2681.28
    CARDINAL close to
    CARDINAL 25
growth rates uh in the fourth quarter 3.28 Jump to 2688.72
    DATE the fourth quarter
slowing potential growth in the first 3.2 Jump to 2690.48
    ORDINAL first
well and i would also say one more thing 4.639 Jump to 2698.72
    CARDINAL one
earnings 80 cents a share is what the 3.519 Jump to 2792.56
    MONEY 80 cents
quarter 86 cents is what analysts have 4.961 Jump to 2796.079
    MONEY 86 cents
ohio for 20 billion dollars that might 3.919 Jump to 2846.16
    MONEY 20 billion dollars
over time go on to cost a hundred 3.52 Jump to 2848.16
    CARDINAL a hundred
billion dollars when you make 4.0 Jump to 2850.079
the first quarter guidance for intel at 4.48 Jump to 2857.119
    DATE the first quarter
data center sales were up about 20 4.24 Jump to 2863.52
    CARDINAL about 20
want here is a return to intel with 60 5.599 Jump to 2883.76
    CARDINAL 60
um that the margins are going to be 51 4.56 Jump to 2898.4
    CARDINAL 51
to 53 percent this year they're not it's 3.599 Jump to 2900.72
    PERCENT 53 percent
    DATE this year
60. 3.201 Jump to 2904.319
    CARDINAL 60
by 7 this morning we'll see what the 5.44 Jump to 2907.52
    TIME 7 this morning
by the comps first 4.079 Jump to 2922.48
    ORDINAL first
at first blush here global comparable 4.959 Jump to 2924.16
    ORDINAL first
sales twelve point three percent um 4.321 Jump to 2926.559
    PERCENT twelve point three percent
ten point eight percent on a two-year 3.84 Jump to 2930.88
    PERCENT ten point eight percent
    DATE two-year
basis u.s comps up seven and a half 3.52 Jump to 2932.319
    PERSON u.s
    DATE seven and a half
here and they missed by 11 cents uh and 4.72 Jump to 2954.16
    MONEY 11 cents
and i locked in on the 10 operating 4.24 Jump to 2968.079
    CARDINAL 10
having to pay workers north of 15 an 4.8 Jump to 2979.92
    CARDINAL 15
to mid 40 percent range it was 43.4 5.84 Jump to 3001.92
    PERCENT mid 40 percent
    CARDINAL 43.4
term it's down ten percent from where it 3.599 Jump to 3024.48
    PERCENT ten percent
triggered in mid-february 2020 so this 5.52 Jump to 3029.839
    DATE mid-february 2020
one's down 3.439 Jump to 3039.68
earnings report from tesla for one is 4.481 Jump to 3230.559
    CARDINAL one
50 growth this year how do you see it 4.961 Jump to 3250.319
    CARDINAL 50
    DATE this year
it i mean i think there's sort of three 3.599 Jump to 3260.0
    CARDINAL three
things that are a bit cautious one if 3.12 Jump to 3261.76
    CARDINAL one
i think two it was supposed to be an 4.56 Jump to 3269.68
    CARDINAL two
year including the 25 000 car which 4.96 Jump to 3277.44
    QUANTITY 25 000 car
in 2019 they talked about 4.96 Jump to 3291.2
    DATE 2019
um you know by year end 2019 we were 4.801 Jump to 3293.359
    DATE year end 2019
supposed to have level four driving uh 3.84 Jump to 3296.16
    CARDINAL four
four which would be like a robo taxi 4.559 Jump to 3306.24
    CARDINAL four
this is only one of the many ways that 3.599 Jump to 3326.0
    CARDINAL only one
that they expect what did he say 50 5.12 Jump to 3344.88
    CARDINAL 50
about two million units of capacity you 3.521 Jump to 3359.119
    CARDINAL about two million
if you go back in 2019 the same year 4.721 Jump to 3378.319
    DATE 2019
    DATE the same year
about 2.2 million combined so that's the 4.64 Jump to 3383.04
    CARDINAL about 2.2 million
is about a 28 000 vehicle at base and uh 7.2 Jump to 3387.68
    CARDINAL 28
the model y is about a a 58 59 000 6.24 Jump to 3391.2
    CARDINAL 58 59
it'll really be tested in the second 3.2 Jump to 3402.0
    ORDINAL second
ceo uh jim farland he told us one 4.319 Jump to 3409.04
they're they already have ten thousand 4.0 Jump to 3411.76
    CARDINAL ten thousand
two he told us they have 200 000 3.76 Jump to 3415.76
    CARDINAL two
    CARDINAL 200
reservations for their first ever pickup 3.52 Jump to 3417.839
    ORDINAL first
really deliver two million and set new 4.8 Jump to 3444.88
    CARDINAL two million
just two models 3.28 Jump to 3449.68
    CARDINAL two
you know they they're one step away 3.28 Jump to 3456.16
    CARDINAL one
by far probably be one of the biggest 3.841 Jump to 3469.119
of their forecast to 50 growth i think 3.119 Jump to 3521.68
    CARDINAL 50
it's going to be tough by the second 3.601 Jump to 3523.599
    ORDINAL second
deliver 50 growth i mean that's one of 2.96 Jump to 3531.44
    CARDINAL 50
being one of the best selling 4.161 Jump to 3543.839
colin 10 seconds left does does tesla 3.841 Jump to 3552.559
    TIME 10 seconds
down by two and a half percent today 4.48 Jump to 3774.72
    DATE two and a half percent
    DATE today
advanced micro devices 35 billion dollar 4.159 Jump to 3777.2
    MONEY 35 billion dollar
country the acquisition one of the 3.361 Jump to 3795.119
industry was first announced back in 3.52 Jump to 3798.48
    ORDINAL first
2020 by the way those dialing shares 3.52 Jump to 3800.4
    DATE 2020
young's not the only one by the way 3.68 Jump to 3824.48
earlier this month 270 scientists and 4.319 Jump to 3825.76
    DATE earlier this month 270
its first profit in a couple years we'll 5.8 Jump to 3858.559
    ORDINAL first
    DATE a couple years
quick look at the markets 30 minutes or 4.399 Jump to 4031.2
    TIME the markets 30 minutes
feeling the feel good vibes all three 4.64 Jump to 4044.88
    CARDINAL three
estimates by a whopper of a number 11 4.08 Jump to 4057.2
    CARDINAL 11
he purchased 3.1 million shares of 5.28 Jump to 4076.799
    CARDINAL 3.1 million
one week ago but are perking up today 5.041 Jump to 4083.839
    DATE one week ago
    DATE today
their latest earnings so pop a cold one 4.4 Jump to 4094.64
traders could probably use a cold one uh 3.839 Jump to 4102.48
    CARDINAL one
over the past 24 hours 4.161 Jump to 4106.319
    TIME the past 24 hours
are watching all 11 sectors of the s p 3.919 Jump to 4112.88
    CARDINAL 11
500 that are in the green but you've got 3.92 Jump to 4114.96
    CARDINAL 500
the nasdaq 100 you can see some of the 4.719 Jump to 4125.44
    CARDINAL 100
mega caps here microsoft of three 4.64 Jump to 4128.159
    CARDINAL three
apple as well of course tesla down five 4.88 Jump to 4132.799
    CARDINAL five
with jd.com down more than three percent 4.159 Jump to 4154.56
    PERCENT more than three percent
than four percent of course you saw uh 4.48 Jump to 4172.799
you've got also lucid that's down eight 4.721 Jump to 4177.279
    CARDINAL eight
percent today and rivian down five 5.361 Jump to 4179.279
    DATE today
    CARDINAL five
rivian now trading at 57 uh dollars a 6.64 Jump to 4187.199
    MONEY 57 uh dollars
share year to date the stock is down 45 5.84 Jump to 4190.96
    CARDINAL 45
close but there's another one that we're 4.08 Jump to 4200.48
two percent today in fact and if you 3.841 Jump to 4218.719
    PERCENT two percent
    DATE today
31 percent lower 4.48 Jump to 4222.56
    PERCENT 31 percent
in at a loss of 39 cents a share with 5.199 Jump to 4227.04
    MONEY 39 cents
revenue of 370 million dollars but the 4.4 Jump to 4230.08
    MONEY 370 million dollars
is under 11 billion dollars right now 4.239 Jump to 4245.44
    MONEY under 11 billion dollars
this space but this stock down 80 6.159 Jump to 4266.0
    CARDINAL 80
it reached 85 a share brian julie yes i 6.72 Jump to 4274.64
    CARDINAL 85
later really good one right there all 3.6 Jump to 4283.84
for a first on yahoo finance interview 3.839 Jump to 4295.36
    ORDINAL first
well brian first good to be here we've 3.679 Jump to 4308.56
    ORDINAL first
on well for the first we have a you know 5.12 Jump to 4373.92
we have uh over 50 billion of client 4.96 Jump to 4376.239
cash 75 billion and 6.0 Jump to 4379.04
    MONEY 75 billion
uh a 100 basis points instantaneous rise 6.081 Jump to 4381.199
    CARDINAL 100
would add you know 560 million of 4.639 Jump to 4385.04
    CARDINAL 560 million
100 basis points is really not big in 5.04 Jump to 4413.04
    CARDINAL 100
potentially this year's six to seven 3.92 Jump to 4444.48
    DATE year
    CARDINAL six to seven
mortgage at nine percent and i watched 3.601 Jump to 4456.159
    PERCENT nine percent
them go to 12 right that was a few years 4.48 Jump to 4457.92
    CARDINAL 12
    DATE a few years
you know maybe two percent in total over 4.0 Jump to 4466.32
said 50 were confident in the stock 3.6 Jump to 4545.04
    CARDINAL 50
market a little over 50 that was the 3.6 Jump to 4547.28
    CARDINAL a little over 50
cash is six and a half percent of the 2.96 Jump to 4555.84
    DATE six and a half percent
typically that's 10 plus so 4.32 Jump to 4558.8
    CARDINAL 10
advisors who they show 95 confidence in 4.8 Jump to 4583.12
    CARDINAL 95
i know julie won't use one by her 4.64 Jump to 4608.4
industry reported 14 annualized 5.52 Jump to 4625.04
    CARDINAL 14
10.4 percent company reported last night 4.56 Jump to 4711.92
    PERCENT 10.4 percent
    TIME last night
the 11 o'clock hour we'll talk to levi 4.48 Jump to 4722.0
    TIME the 11 o'clock hour
the fourth quarter 14 cents per share on 5.041 Jump to 4912.719
    DATE the fourth quarter
    MONEY 14 cents
net income of 85 million dollars ceo 4.72 Jump to 4915.04
    MONEY 85 million dollars
2021 and are well positioned for future 5.12 Jump to 4926.88
    DATE 2021
two years have been and the recovery and 3.759 Jump to 4948.48
    DATE two years
past the first quarter what's in store 5.04 Jump to 4958.56
    DATE the first quarter
i think the fourth quarter is a great 3.759 Jump to 4974.48
    DATE the fourth quarter
still down about 50 percent compared to 4.559 Jump to 4983.12
    PERCENT about 50 percent
months that we have in 2022 or january 4.72 Jump to 4996.4
    DATE 2022
losses by two-thirds for the year we 5.84 Jump to 5023.04
    CARDINAL two-thirds
    DATE the year
two years ago and i was watching an 3.279 Jump to 5064.4
    DATE two years ago
between 10 to 20 percent lower than what 5.199 Jump to 5071.44
it had been in 2019 that would all bode 5.121 Jump to 5073.679
    DATE 2019
been my partner for 34 years and he's 5.12 Jump to 5086.4
    DATE 34 years
with where they were in 2019 we're very 5.839 Jump to 5104.8
    DATE 2019
a billion dollars and we have about 65 4.241 Jump to 5110.639
    MONEY a billion dollars
    CARDINAL about 65
35 hedged next year so that helps 4.319 Jump to 5114.88
    CARDINAL 35
    DATE next year
our 737-8 is about 14 to 15 percent more 6.319 Jump to 5122.4
    CARDINAL 737
    PERCENT 14 to 15 percent
we just do our best to manage each one 4.4 Jump to 5131.6
goals in 2021 and exceeded them and you 6.24 Jump to 5141.6
    DATE 2021
intend to hire 8 000 people this year 5.52 Jump to 5144.719
    CARDINAL 8 000
    DATE this year
use the fourth quarter as a springboard 6.0 Jump to 5162.0
    DATE the fourth quarter
five to ten percent compared to where we 5.279 Jump to 5219.92
    PERCENT five to ten percent
recovering to 100 percent plus 5.44 Jump to 5225.199
    PERCENT 100 percent
um there's one position that's going to 4.8 Jump to 5233.76
    CARDINAL one
february first tuesday uh what's going 4.16 Jump to 5240.88
    DATE february first
in that role for 18 years you've been 4.56 Jump to 5245.04
    DATE 18 years
with southwest for 35 almost 36 years 5.2 Jump to 5246.88
    DATE 35 almost 36 years
i've moved 50 yards down the hall we've 4.479 Jump to 5271.76
    QUANTITY 50 yards
been in transition here for seven months 4.88 Jump to 5273.52
    DATE seven months
well as you said i've been ceo for 18 5.36 Jump to 5323.6
    CARDINAL 18
leadership team not only for the last 18 4.241 Jump to 5382.159
    DATE the last 18
years but really over the last two years 3.6 Jump to 5384.32
    DATE the last two years
pandemic in one form or fashion 4.24 Jump to 5402.56
    CARDINAL one
and they're just challenges in one's 3.52 Jump to 5417.84
congratulations again on the fourth 3.441 Jump to 5521.679
    ORDINAL fourth
nasdaq which is now up just four tenths 3.12 Jump to 5715.119
    CARDINAL just four tenths
of one percent it was up something like 2.88 Jump to 5716.96
    PERCENT one percent
one and a half percent 3.92 Jump to 5718.239
    DATE one and a half percent
the s p 500 still up eight tenths of one 3.679 Jump to 5729.44
    CARDINAL 500
    CARDINAL eight tenths of
    CARDINAL one
three nine tenths of one percent 5.52 Jump to 5733.119
    CARDINAL three nine tenths
    PERCENT one percent
one of the tech stacks though it's doing 3.761 Jump to 5736.719
    CARDINAL one
double digits one of the hottest movers 3.52 Jump to 5750.159
    CARDINAL one
cap now approaching a hundred and ten 4.56 Jump to 5753.679
    CARDINAL a hundred and ten
billion dollars and really julie this is 4.319 Jump to 5756.32
the first pure place software provider 4.641 Jump to 5758.239
    ORDINAL first
billings growth billings up 33 percent 5.119 Jump to 5773.6
    PERCENT 33 percent
first quarter so up 33 in the fourth 4.241 Jump to 5850.639
    DATE first quarter
    CARDINAL 33
    ORDINAL fourth
by then federal justice breyer at 83 4.88 Jump to 6064.96
    CARDINAL 83
for approximately 23 or 28 years rather 6.24 Jump to 6069.84
he was nominated back in 1994 by 5.519 Jump to 6073.6
    DATE 1994
with its six three conservative majority 4.641 Jump to 6108.239
    CARDINAL six three
financial decisions and one theory is 4.48 Jump to 6121.44
    CARDINAL one
flee has now one case of note is a 2019 6.24 Jump to 6137.76
    CARDINAL one
    DATE 2019
a 5-4 decision uh with briar going along 4.961 Jump to 6146.639
    CARDINAL 5
nonetheless a 5-4 opinion where the 4.159 Jump to 6156.48
    CARDINAL 5
down in april it was a 6-3 ruling and 5.759 Jump to 6191.36
    DATE april
    CARDINAL 6
um that is always the number one item on 4.559 Jump to 6476.08
    CARDINAL one
you know did you react in march of 2020 4.8 Jump to 6500.56
    DATE 2020
that's the number one thing we talked to 4.0 Jump to 6517.119
    CARDINAL one
one of the things that you talked about 4.16 Jump to 6588.32
    CARDINAL one
borrowing against one's portfolio this 2.96 Jump to 6594.639
kind of less so maybe not in 2020 or 5.681 Jump to 6616.239
    DATE 2020
two things happen 4.721 Jump to 6641.599
    CARDINAL two
the daily move and it's still up four 3.761 Jump to 6872.639
    DATE daily
    CARDINAL four
tenths of one percent 3.441 Jump to 6875.119
    PERCENT tenths of one percent
two-day chart let's take it on over to 4.399 Jump to 6890.32
    DATE two-day
the five-day chart and just the enormous 5.039 Jump to 6892.08
    DATE five-day
elevated here remains above 30 on the 5.839 Jump to 6914.32
    CARDINAL 30
up 1.6 percent today microsoft amazon 5.199 Jump to 6975.92
    PERCENT 1.6 percent
    DATE today
down 7.6 2.96 Jump to 6983.199
    CARDINAL 7.6
but uh that earnings miss 11 cents just 4.161 Jump to 7073.199
    MONEY 11 cents
down seven percent year-to-date so it's 3.519 Jump to 7082.08
    PERCENT seven percent
    DATE year-to-date
subscribed to the that one julie 3.441 Jump to 7131.119
    CARDINAL one
next two hours 3.96 Jump to 7150.239
    TIME next two hours
uh markets 90 minutes into the trading 4.08 Jump to 7337.92
    TIME 90 minutes
leading the gains up about one and a 3.521 Jump to 7350.239
    CARDINAL about one
10-year yield under 3.12 Jump to 7355.36
    DATE 10-year
now hovering at 1.8 4.8 Jump to 7358.48
    CARDINAL 1.8
economic growth for 2021 fourth quarter 6.399 Jump to 7363.28
    DATE 2021 fourth quarter
gdp coming in at 6.9 percent much higher 5.839 Jump to 7365.76
    PERCENT 6.9 percent
levi's the stock soaring on fourth 4.4 Jump to 7377.04
    ORDINAL fourth
rival to coinbase securing an 8 billion 4.881 Jump to 7393.599
    MONEY 8 billion
valuation with its first external round 4.56 Jump to 7395.599
    ORDINAL first
with jared lickery though first with the 3.279 Jump to 7424.88
    ORDINAL first
notably the russell 2000 that is still 3.761 Jump to 7430.239
    DATE 2000
the s p 500 this is a two day look so 5.199 Jump to 7434.0
    DATE two day
the trailing five days we've basically 4.4 Jump to 7476.88
    DATE five days
up a chart of the us dollar first i 3.439 Jump to 7487.76
    ORDINAL first
of times here and this is a five year t 4.56 Jump to 7493.84
    DATE a five year
five-year chart of the us dollar index 3.599 Jump to 7514.56
    DATE five-year
levels since the middle of 2020. the 4.881 Jump to 7518.159
    DATE the middle of 2020
the market each of those sectors up two 4.319 Jump to 7542.88
    CARDINAL two
see apple's up over two percent 4.0 Jump to 7555.28
microsoft over three percent tesla 4.799 Jump to 7556.88
    PERCENT three percent
earnings that is down seven percent all 4.241 Jump to 7561.679
    PERCENT seven percent
near zero but the big commentary coming 3.84 Jump to 7584.96
    CARDINAL zero
quote of a mine to start doing the first 4.96 Jump to 7606.719
    ORDINAL first
meeting in six weeks and what was also 3.841 Jump to 7611.679
    DATE six weeks
is getting closer to nine trillion 4.0 Jump to 7621.44
    MONEY nine trillion
and one might make the distinction in 4.4 Jump to 7681.36
2008 financial recovery now of course 4.639 Jump to 7695.44
u.s 10-year treasury at around 181 basis 5.44 Jump to 7707.44
    DATE 10-year
    CARDINAL 181
the curve the two-year repricing very 4.081 Jump to 7718.719
    DATE two-year
dramatically up about nine basis points 3.081 Jump to 7720.719
    CARDINAL about nine
118 basis points that suggests only a 62 5.24 Jump to 7723.8
    CARDINAL 118
    CARDINAL 62
basis point spread between those two 3.841 Jump to 7727.119
    CARDINAL two
closer and closer to that first rate 4.48 Jump to 7734.159
    ORDINAL first
yeah and that yield on the two-year 4.0 Jump to 7738.639
    DATE two-year
rate hike cycle in 2015 mr powell is 5.681 Jump to 7774.719
    DATE 2015
growth finished the year at a 6.9 5.04 Jump to 7782.32
    DATE the year
    CARDINAL 6.9
pace that's five point seven percent on 4.72 Jump to 7785.04
    PERCENT five point seven percent
at three point nine percent it's going 3.04 Jump to 7789.76
    PERCENT three point nine percent
to fall below three point five percent 3.799 Jump to 7791.28
    PERCENT three point five percent
2015 growth was in the doldrums right 5.401 Jump to 7795.079
    DATE 2015
stuck right at two percent right 4.721 Jump to 7798.159
    PERCENT two percent
was up in the five so 3.759 Jump to 7802.88
    CARDINAL five
we'll see roughly half a trillion 4.4 Jump to 7896.4
    CARDINAL roughly half
100 billion pace per month now that 4.639 Jump to 7908.48
    CARDINAL 100 billion
stands in contrast with the 50 billion 5.44 Jump to 7910.96
pays per month we observed between 2017 6.0 Jump to 7913.119
and 2019 then in the intervening years 5.36 Jump to 7916.4
    DATE 2019
    DATE the intervening years
say by the end of 2024 i would expect 4.881 Jump to 7919.119
    DATE the end of 2024
just under 3 trillion to roll off the 4.839 Jump to 7921.76
    CARDINAL just under 3 trillion
three rate hikes this year no 50 basis 5.2 Jump to 7946.32
    CARDINAL three
    DATE this year
point hikes 325 basis point height with 5.041 Jump to 7948.719
    CARDINAL 325
the rich risk of a fourth markets 4.32 Jump to 7951.52
    ORDINAL fourth
pricing in five as we talk 3.52 Jump to 7953.76
    CARDINAL five
think the five year five year 4.08 Jump to 7965.36
    DATE the five year five year
fourth quarter today i realize this is 5.281 Jump to 7975.119
    DATE fourth quarter
    DATE today
backwards looking data but 6.9 percent 5.84 Jump to 7977.44
    PERCENT 6.9 percent
1984. 3.84 Jump to 7998.48
    DATE 1984
thinking we're going to be in that 1.5 5.04 Jump to 8019.199
    CARDINAL 1.5
to 1.7 growth pace in this quarter but 5.199 Jump to 8020.88
    CARDINAL 1.7
    DATE this quarter
have about a four percent growth rate by 4.0 Jump to 8026.079
    PERCENT four percent
than double the 1.7 percent long-term 3.841 Jump to 8030.079
    PERCENT the 1.7 percent
slow and we'll slow back down around 2.2 4.16 Jump to 8043.84
in 2023 4.079 Jump to 8048.0
    DATE 2023
seven percent as investors digest their 4.161 Jump to 8098.159
    PERCENT seven percent
rose 760 but the ev maker warned those 5.759 Jump to 8104.88
    CARDINAL 760
call uh during the third quarter call 4.079 Jump to 8131.04
    DATE the third quarter
production on the 4680 which we think is 4.16 Jump to 8149.36
    DATE 4680
60 000 users up from a couple thousand 3.92 Jump to 8165.52
    CARDINAL 60
    CARDINAL a couple thousand
the next one to two years in our view 3.04 Jump to 8174.159
you know that's one of the 2.801 Jump to 8176.159
    CARDINAL one
over time and that's really a three to 3.361 Jump to 8233.679
    CARDINAL three
five year time period when you look at 4.241 Jump to 8235.519
    DATE five year
approaching two million vehicles 3.76 Jump to 8247.12
    CARDINAL two million
the stock uh price target 12 to 18 4.319 Jump to 8285.28
    CARDINAL 12
    CARDINAL 18
months target of hundred and three 4.0 Jump to 8287.679
    CARDINAL hundred and three
been delayed until 2023 uh you think the 4.641 Jump to 8297.599
    DATE 2023
see you know a solid five to seven year 3.919 Jump to 8320.8
    DATE five to seven year
taking the time first and foremost here 2.879 Jump to 8618.56
    ORDINAL first
flat to fiscal year 2019 the last 4.88 Jump to 8627.76
    DATE fiscal year 2019
though late i said happy new year first 5.2 Jump to 8642.8
of things that are working for us one 6.079 Jump to 8680.24
market share in 2021 globally was 5.92 Jump to 8698.72
    DATE 2021
actually up three tenths of a point um 5.679 Jump to 8701.68
    CARDINAL three tenths
sizes in the u.s 40 of the waste sizes 4.16 Jump to 8716.64
    DATE the u.s 40
consumer is one of our strategic choices 5.68 Jump to 8849.2
about a fifth of our business i you know 6.399 Jump to 8860.08
    CARDINAL about a fifth
we ended uh 21 at about 36 percent 6.0 Jump to 8862.8
    CARDINAL 21
    PERCENT about 36 percent
uh in 22 we're going to grow that to 4.561 Jump to 8866.479
    CARDINAL 22
about 40 and you know we're headed 4.32 Jump to 8868.8
    CARDINAL about 40
towards uh 60 4.16 Jump to 8871.04
    CARDINAL 60
consumer the director consumer has two 4.239 Jump to 8875.2
    CARDINAL two
announced plans to open another 100 3.92 Jump to 8883.6
    CARDINAL another 100
have an app our app now is in nine 4.08 Jump to 8919.76
    CARDINAL nine
countries we want to take it to about 15 3.84 Jump to 8921.84
    CARDINAL about 15
26 so you know we are 5.601 Jump to 8946.319
    CARDINAL 26
in um in 2021 we actually carved out 5.281 Jump to 8977.439
    DATE 2021
now by about six and a half percent on 4.56 Jump to 9062.72
    CARDINAL about six and a
hit hard in the session down more than 6 4.16 Jump to 9231.92
    CARDINAL more than 6
fourth quarter earnings after the bell 3.76 Jump to 9236.08
    DATE fourth quarter
client computing group posted a seven 4.88 Jump to 9243.92
    CARDINAL seven
than six percent is this all on the 3.6 Jump to 9269.04
conference on february 17th where they 3.761 Jump to 9313.359
    DATE february 17th
sometime mid 2022 as they've signaled 5.12 Jump to 9332.16
    DATE mid 2022
yeah so the type of well first of all 4.0 Jump to 9335.359
    ORDINAL first
first mover in in eight asks but aside 5.2 Jump to 9346.8
    ORDINAL first
    CARDINAL eight
point that and one thing quite frankly i 4.4 Jump to 9370.56
    CARDINAL one
in but this is the first time that intel 3.839 Jump to 9392.64
    ORDINAL first
and two new fabs over in arizona we have 3.201 Jump to 9410.479
    CARDINAL two
uh factory announcement last week 20 4.48 Jump to 9413.68
    DATE last week
    CARDINAL 20
billion dollars and then they've got 3.52 Jump to 9416.56
long-term thing it takes three years to 4.96 Jump to 9469.2
    DATE three years
build one of these mega fabs uh out 3.36 Jump to 9471.92
    CARDINAL one
i feel like in 2023 4.96 Jump to 9484.16
    DATE 2023
17th at their investor conference 4.481 Jump to 9509.359
    DATE 17th
in the cloud over the course of uh 2020 5.04 Jump to 9527.68
    DATE 2020
and 2021 much of that pulled forward for 3.599 Jump to 9530.72
    DATE 2021
you saw about a 50 gain this quarter 4.56 Jump to 9555.04
    CARDINAL 50
    DATE this quarter
i can see within six to nine months that 6.96 Jump to 9576.88
    DATE six to nine months
reports more than two dozen tankers are 4.481 Jump to 9824.319
    CARDINAL more than two dozen
north korea filed two ballistic missiles 4.479 Jump to 9833.92
    CARDINAL two
overnight marking the sixth time the 4.481 Jump to 9836.399
    TIME overnight
    ORDINAL sixth
and hong kong is shortening one of the 4.56 Jump to 9863.12
    CARDINAL one
required to quarantine for two weeks as 4.88 Jump to 9872.72
    DATE two weeks
opposed to the previous three the new 4.641 Jump to 9875.279
    CARDINAL three
china's zero copit policy but it has 4.16 Jump to 9890.64
    CARDINAL zero
reduced by roughly 90 percent flight 4.72 Jump to 9896.24
    PERCENT roughly 90 percent
bans from eight countries including the 4.96 Jump to 9899.359
    CARDINAL eight
coming up one of the biggest names in 6.08 Jump to 9904.319
    CARDINAL one
first funding round with an 8 billion 6.3 Jump to 9916.64
    ORDINAL first
    MONEY 8 billion
everyone after building a base of 1.2 6.32 Jump to 10083.84
    CARDINAL 1.2
million users crypto exchange ftx us 6.08 Jump to 10086.64
    CARDINAL million
they've also amassed an 8 billion 5.119 Jump to 10090.16
    MONEY 8 billion
us and thanks for taking the time 400 4.0 Jump to 10106.8
    CARDINAL 400
million dollars raised even as crypto 4.08 Jump to 10108.56
has slipped about 45 3.84 Jump to 10110.8
    CARDINAL about 45
sure so yeah this was our first public 4.32 Jump to 10121.2
have in store for 2022. one of the 4.16 Jump to 10136.319
    DATE 2022
    CARDINAL one
2022 and part of the funds will be able 4.801 Jump to 10149.359
    DATE 2022
overall crypto space 30 billion dollars 6.16 Jump to 10195.52
    MONEY 30 billion dollars
the two especially given the correlation 4.239 Jump to 10280.24
    CARDINAL two
intraday jump since january of 2021 7.201 Jump to 10546.479
    DATE 2021
3.1 4.321 Jump to 10564.319
    CARDINAL 3.1
million shares and you can see the if 5.6 Jump to 10566.0
    CARDINAL million
stock the price action here up 8 percent 5.92 Jump to 10568.64
    PERCENT 8 percent
track the stock for its third day this 6.48 Jump to 10574.56
    ORDINAL third
three percent this is after the company 4.64 Jump to 10608.56
    PERCENT three percent
coming in at 5.21 billion adjusted 5.76 Jump to 10614.8
    MONEY 5.21 billion
earnings per share 2.2 dollars and 35 5.681 Jump to 10617.279
    MONEY 2.2 dollars
    DATE 35
it first opened now up more than three 3.92 Jump to 10645.68
    CARDINAL more than three
down more than one percent ahead of 2.56 Jump to 10665.12
    PERCENT more than one percent
at 42 cents on revenue of 370 million 6.481 Jump to 10671.359
    MONEY 42 cents
    CARDINAL 370 million
below 11 billion dollars this is about a 5.761 Jump to 10703.279
    MONEY 11 billion dollars
third of its valuation from when the 5.681 Jump to 10706.319
    ORDINAL third
year-to-date 31 it's down more than 60 5.359 Jump to 10747.04
    CARDINAL more than 60
up to start the 12 noon hour we've got 4.721 Jump to 10773.439
    TIME the 12 noon hour
growth in nearly four decades in 2021 4.159 Jump to 10778.16
    DATE nearly four decades
    DATE 2021
jones industrial average up by about 466 5.12 Jump to 10965.84
    CARDINAL about 466
points uh we've also got the s p 500 up 3.839 Jump to 10968.64
by about one percent a little bit more 3.2 Jump to 10970.96
    PERCENT about one percent
first let's get back to the big news 4.96 Jump to 11006.0
    ORDINAL first
hikes coming forth in 2022 6.08 Jump to 11053.6
    DATE 2022
the fastest growth in 40 years on top of 4.96 Jump to 11078.16
    DATE 40 years
our slate of five nominees for the fed 3.84 Jump to 11097.12
    CARDINAL five
gdp print we got for q4 6.9 is the 4.879 Jump to 11107.6
    MONEY 6.9
7.1 percent so i wonder how you assess 4.56 Jump to 11127.12
    PERCENT 7.1 percent
well first of all your initial point is 4.721 Jump to 11136.479
    ORDINAL first
historical relationship and one that we 4.64 Jump to 11174.56
of those issues in fact it's one of our 3.679 Jump to 11188.8
i think one of the most important areas 4.64 Jump to 11243.6
one area now building back better has a 5.361 Jump to 11254.479
    CARDINAL one
one of the strongest factors that's 3.84 Jump to 11265.04
    CARDINAL one
one thing we know is that the supply of 5.12 Jump to 11271.04
    CARDINAL one
1984. 3.64 Jump to 11290.92
    DATE 1984
so first of all the president has 6.48 Jump to 11362.16
    ORDINAL first
strong and one of the things we saw in 4.079 Jump to 11450.16
    CARDINAL one
year up considerably from 2019 3.84 Jump to 11460.16
    DATE 2019
have orchestrated one of the most robust 5.2 Jump to 11508.72
    CARDINAL one
perspective in 40 years this is 4.56 Jump to 11516.0
    DATE 40 years
at near 40-year highs a question i asked 4.16 Jump to 11607.52
    DATE 40-year
well i think first of all the one thing 5.359 Jump to 11622.88
    ORDINAL first
    CARDINAL one
highest in 40 years but that doesn't get 3.76 Jump to 11640.96
    DATE 40 years
let's discuss the fed first and foremost 3.92 Jump to 11760.0
    ORDINAL first
consider to shrink their balance sheet 9 5.28 Jump to 11799.68
    CARDINAL 9
trillion balance sheet toward the uh end 5.76 Jump to 11802.16
of 2022 so i think much of those have 6.0 Jump to 11804.96
    DATE 2022
you know maybe two or three 4.079 Jump to 11825.2
    CARDINAL two or three
markets you know unemployment rate 3.9 5.28 Jump to 11842.56
    CARDINAL 3.9
thousand points ending in positive 2.96 Jump to 11898.64
for the next three year five year or ten 4.16 Jump to 11959.68
    DATE the next three year five year
    CARDINAL ten
really cheap about like 110 steepness 4.72 Jump to 11993.12
    CARDINAL 110
surpassed 18 billion dollars let's bring 5.44 Jump to 12231.76
    MONEY 18 billion dollars
target here 295 dollars a share we're 4.56 Jump to 12241.04
    MONEY 295 dollars
development going forward in 2022 4.559 Jump to 12285.84
    DATE 2022
will achieve about three and a half 3.679 Jump to 12288.72
    CARDINAL about three and a half
achieved in the past 20 years and 4.081 Jump to 12294.479
    DATE the past 20 years
uh in 22 they're also going to focus 4.32 Jump to 12334.56
    CARDINAL 22
course of 22 and and beyond primarily 4.401 Jump to 12351.359
    CARDINAL 22
digital system-wide sales exceeded 18 5.681 Jump to 12364.399
    CARDINAL 18
billion dollars in 2021 over 25 percent 6.0 Jump to 12366.239
    DATE 2021
    PERCENT 25 percent
those top six markets that they track 4.08 Jump to 12372.239
    CARDINAL six
one of the third-party options that they 4.24 Jump to 12386.72
    CARDINAL one
    ORDINAL third
only one um raising 4.64 Jump to 12449.2
    CARDINAL only one
of these restaurants in the first half 4.0 Jump to 12495.359
    DATE the first half
raise prices about six percent or so uh 6.079 Jump to 12526.16
    PERCENT about six percent
in 21 and and you see the comps so far 4.8 Jump to 12528.96
    DATE 21
this down first and foremost and what 6.16 Jump to 12756.96
    ORDINAL first
2021 3.599 Jump to 12774.88
    DATE 2021
and so when taxpayers file their 2021 6.0 Jump to 12781.04
    DATE 2021
6419 4.4 Jump to 12797.2
    CARDINAL 6419
on the 6419 letter and in fact for 5.92 Jump to 12836.399
    CARDINAL 6419
right now which is number one irs having 5.04 Jump to 12888.64
    CARDINAL one
haven't processed returns from even 2020 5.759 Jump to 12921.52
    DATE 2020
soaring up more than nine percent after 4.08 Jump to 13147.04
    PERCENT more than nine percent
the first week where i actually had some 4.08 Jump to 13227.6
    DATE the first week
customers to kick off the first quarter 6.08 Jump to 13239.76
    DATE the first quarter
this 500 million new applications that 5.761 Jump to 13343.359
    CARDINAL 500 million
in the next two years 3.84 Jump to 13351.76
    DATE the next two years
that took place in the in the prior 40 4.64 Jump to 13357.52
in the first quarter that's correct we 5.121 Jump to 13430.479
    DATE the first quarter
uh we guide two ways one is we give a 4.319 Jump to 13432.88
    CARDINAL two
first quarter guidance 3.92 Jump to 13435.6
    DATE first quarter
guide in first quarter 4.16 Jump to 13441.84
    DATE first quarter
2022 4.96 Jump to 13448.72
    DATE 2022
congruent with 2021 on what is now a 4.559 Jump to 13453.68
    DATE 2021
five years ago 4.881 Jump to 13462.239
    DATE five years ago
just did in one quarter in 5.6 Jump to 13467.12
    DATE one quarter
2021 in the fourth quarter 3.8 Jump to 13469.88
    DATE 2021
    DATE the fourth quarter
growth in nearly four decades yahoo 4.159 Jump to 13497.04
    DATE nearly four decades
mixed the nasdaq the s p 500 in negative 4.24 Jump to 13668.88
been seeing recently you can see s p 500 4.239 Jump to 13686.0
look at the week so this is four days in 4.8 Jump to 13694.16
    DATE the week
    DATE four days
green than not microsoft up over one 4.56 Jump to 13719.6
ago j and j up over one percent so is 4.64 Jump to 13726.08
    PERCENT over one percent
defensive here staples is the number one 4.24 Jump to 13732.8
sector xlp is up seven tenths of a 4.639 Jump to 13734.72
    CARDINAL seven tenths
here so here's the nasdaq 100 a lot of 3.679 Jump to 13750.56
    CARDINAL 100
here tesla after earnings down eight and 3.68 Jump to 13755.84
    CARDINAL eight
hours uh nvidia down three percent 4.239 Jump to 13761.12
    PERCENT three percent
now that's up nearly nine percent after 4.16 Jump to 13775.68
    PERCENT nearly nine percent
their earnings uh sales force up one 3.92 Jump to 13777.6
    CARDINAL one
percent atlassian up two percent i 3.2 Jump to 13779.84
    PERCENT two percent
seven percent looking at the arc 3.921 Jump to 13786.239
    PERCENT seven percent
square excuse me uh block is down three 5.601 Jump to 13793.199
    CARDINAL three
four percent coinbase down three percent 4.881 Jump to 13796.239
    PERCENT four percent
    PERCENT three percent
down about four or five percent over the 5.2 Jump to 13809.199
    CARDINAL about four
trailing 24 hours ether is down six 5.201 Jump to 13811.359
    TIME 24 hours
    CARDINAL six
percent and let's just get a five-day 3.92 Jump to 13814.399
    DATE five-day
jared we saw oil hit that seven-year 4.08 Jump to 13829.84
    DATE seven-year
on so we can see going back at least 30 4.96 Jump to 13848.88
    CARDINAL at least 30
yesterday the big news was brent hit 90 5.84 Jump to 13868.399
    DATE yesterday
    CARDINAL 90
per barrel for the first time since 2014 5.679 Jump to 13871.6
    ORDINAL first
    DATE 2014
seven tenths of a percent today but 3.599 Jump to 13879.84
    CARDINAL seven tenths
    DATE today
here's the one-year chart you can see 5.2 Jump to 13881.6
    DATE one-year
really flying high up 64 percent so kind 6.321 Jump to 13883.439
    PERCENT 64 percent
24 years old impressionable and easy to 5.279 Jump to 14118.0
    DATE 24 years old
day by about 1.2 percent i think for 5.28 Jump to 14138.56
    PERCENT about 1.2 percent
one yard one artist neil young but to 4.241 Jump to 14219.359
    CARDINAL one
this is one of the major connection 4.24 Jump to 14252.239
environment that's one of the only 4.16 Jump to 14260.64
    CARDINAL one
one fight here but uh clearly it does 4.0 Jump to 14318.8
up about 147 points the nasdaq now 4.56 Jump to 14337.12
    CARDINAL about 147
dipping into the red down about 28 5.6 Jump to 14339.52
    CARDINAL about 28
points and the s p 500 down eight we've 6.08 Jump to 14341.68
    CARDINAL eight
and i in these two hours keep it right 4.24 Jump to 14349.6
    TIME two hours
6.9 percent in the fourth quarter the 6.04 Jump to 14535.399
    PERCENT 6.9 percent
    DATE the fourth quarter
economy growing at 5.7 percent in 2021 6.559 Jump to 14537.92
    PERCENT 5.7 percent
    DATE 2021
the fastest pace since 1984. does that 5.04 Jump to 14541.439
    DATE 1984
bell the largest weight in the s p 500 4.721 Jump to 14561.359
gain of 115 the s p 500 near the flat 5.76 Jump to 14613.84
    CARDINAL 115
line up now about four points but the 4.161 Jump to 14617.439
    CARDINAL about four
recently and is now down a 34. you know 5.12 Jump to 14621.6
    CARDINAL 34
march will most likely bring the first 4.241 Jump to 14628.479
    ORDINAL first
reserve in three years 4.08 Jump to 14632.72
    DATE three years
11 sectors in the s p 500 5.679 Jump to 14638.8
    CARDINAL 11
yield on the 10-year down a bit to 1.79 4.839 Jump to 14679.52
    DATE 10-year
    CARDINAL 1.79
percent the 30-year yield holding at 4.561 Jump to 14682.479
    DATE 30-year
2.08 percent let's check in with jared 5.08 Jump to 14684.359
    PERCENT 2.08 percent
whether you can see the s p 500 almost 3.68 Jump to 14697.92
red i just want to show a one-month 4.16 Jump to 14701.6
    DATE one-month
prior three or four days price action we 4.32 Jump to 14705.76
five sessions and until we break this 3.92 Jump to 14716.08
    CARDINAL five
came in at 6.9 percent really handily 4.96 Jump to 14746.16
    PERCENT 6.9 percent
beating the street estimate of 5.5 up 5.36 Jump to 14748.8
    CARDINAL 5.5
from 2.3 percent the prior quarter but 5.52 Jump to 14751.12
    PERCENT 2.3 percent
    DATE the prior quarter
in that one quarter also want to point 3.44 Jump to 14758.56
    DATE that one quarter
looking this data is already 30 days old 5.199 Jump to 14762.0
    DATE 30 days old
pending home sales disappointed down 3.8 4.721 Jump to 14777.439
    CARDINAL 3.8
4 10 of a percent drop 5.119 Jump to 14782.16
    CARDINAL 4 10
healthcare those are the number one and 3.919 Jump to 14790.56
two sectors today and you can see a lot 4.88 Jump to 14791.92
    CARDINAL two
    DATE today
leading tesla down eight percent and you 4.08 Jump to 14816.72
    PERCENT eight percent
bottom down eleven and a half percent 4.399 Jump to 14823.04
    DATE eleven and a half percent
rivian down almost ten percent and let's 4.88 Jump to 14824.96
    PERCENT almost ten percent
can see down 30 from its ipo day so 5.28 Jump to 14829.84
    CARDINAL 30
10 over the last year now they do have 4.4 Jump to 14849.52
    CARDINAL 10
    DATE the last year
coming out in three weeks february 17th 4.0 Jump to 14853.92
    DATE three weeks
gdp number that we got earlier today 6.9 5.359 Jump to 14880.0
    DATE today
    CARDINAL 6.9
year-over-year in the fourth quarter 3.521 Jump to 14883.359
    DATE the fourth quarter
so first of all looking at the gdp 4.08 Jump to 14906.96
    ORDINAL first
numbers for the fourth quarter you can 4.08 Jump to 14908.88
    DATE the fourth quarter
inventory build and i guess on the one 4.479 Jump to 14912.96
but that's going to be a one-time item 4.481 Jump to 14925.279
    CARDINAL one
and as we look at the first quarter 4.24 Jump to 14927.6
    DATE the first quarter
you can see that first quarter is 3.759 Jump to 14940.64
fourth quarter g gdp is backward looking 4.401 Jump to 14946.479
    DATE fourth quarter
and looking at the first quarter it 3.12 Jump to 14949.52
    DATE the first quarter
priced in five hikes uh this year up 4.559 Jump to 14992.88
    CARDINAL five
    DATE this year
from only pricing in four yesterday so i 3.839 Jump to 14995.52
    DATE four yesterday
going to slow this year in the first 4.561 Jump to 15031.439
    DATE this year
    ORDINAL first
seen these slow downs in the first 4.399 Jump to 15065.84
    ORDINAL first
surprised uh 70 or so of the 25 of 6.0 Jump to 15125.52
    CARDINAL 70 or so
    CARDINAL 25
five quarters and as you look at forward 4.321 Jump to 15133.359
    DATE five quarters
very expensive and one could argue 4.479 Jump to 15219.68
sector right it's over 25 of the s p 6.0 Jump to 15230.479
    CARDINAL 25
expensive and i would point first of all 3.519 Jump to 15244.8
    ORDINAL first
the semiconductors as one area and 3.681 Jump to 15246.399
    CARDINAL one
of tech one of the things we're looking 3.359 Jump to 15266.8
stocks are down this year so one example 4.799 Jump to 15273.68
    DATE this year
    CARDINAL one
stocks down 15 percent this year and 3.521 Jump to 15278.479
    PERCENT 15 percent
    DATE this year
one and another one we're looking at is 3.681 Jump to 15291.279
    CARDINAL one
and uh you can get the stock for 12 3.68 Jump to 15297.84
    CARDINAL 12
14-day trial for yahoo finance plus you 4.559 Jump to 15320.88
    DATE 14-day
moderna has dosed the first participant 4.24 Jump to 15515.52
    ORDINAL first
in its phase 2 clinical trial of an 4.479 Jump to 15517.68
    CARDINAL 2
people about six months after they had 4.801 Jump to 15555.279
    DATE about six months
six months but i think we have to make 3.84 Jump to 15574.96
    DATE six months
2 study to look at an omicron specific 5.839 Jump to 15585.6
    CARDINAL 2
2022 5.2 Jump to 15596.159
    DATE 2022
million plus americans being infected 6.48 Jump to 15628.64
    CARDINAL million
500 000 people in france in a single day 6.0 Jump to 15631.12
    CARDINAL 500
    DATE a single day
shown that just two months from omicron 4.88 Jump to 15755.279
    DATE just two months
vaccine all in one one lipid 3.6 Jump to 15772.96
    CARDINAL one
in the winter of 2023. 5.521 Jump to 15785.279
    DATE the winter of 2023
five to eleven 3.761 Jump to 15855.279
    CARDINAL five to eleven
i think for those two to five-year-olds 6.0 Jump to 15867.279
    CARDINAL two to
    DATE five-year-olds
and it uses the 25 microgram dose so 4.881 Jump to 15876.159
    CARDINAL 25
really is a central one do we try and 4.721 Jump to 15913.359
so mrna 1273 the current vaccine is 5.679 Jump to 15963.68
    DATE 1273
one like the fda will certainly be very 4.719 Jump to 16011.68
1273 really is an exceptional vaccine 5.12 Jump to 16018.88
    DATE 1273
in 200 million people the vaccine has 5.92 Jump to 16040.399
    CARDINAL 200 million
now been used in 400 million doses uh 5.519 Jump to 16042.72
    CARDINAL 400 million
street now we have all three major 3.279 Jump to 16071.12
    CARDINAL three
than 200 points earlier today now down 5.92 Jump to 16080.239
    CARDINAL 200
    TIME earlier today
114 the s p 500 off 31 6.28 Jump to 16082.84
    CARDINAL 114
    CARDINAL 31
now down 168. coming up intel chooses 6.721 Jump to 16091.359
    CARDINAL 168
20 billion dollar chip making center 5.6 Jump to 16275.04
    MONEY 20 billion dollar
beat out 39 other 4.4 Jump to 16294.56
    CARDINAL 39
ohio has a 177 5.52 Jump to 16343.52
    CARDINAL 177
uh and 21 000 of those are stem and 5.52 Jump to 16349.04
    CARDINAL 21 000
state route 161 there in new albany to 4.96 Jump to 16382.72
    CARDINAL 161
available from 15 years as the max to 30 5.92 Jump to 16438.08
    DATE 15 years
    CARDINAL 30
years as a max and that provided us one 4.481 Jump to 16441.359
be much more important in the next 20 4.161 Jump to 16520.4
    DATE the next 20
years than it even was in the past 25 or 5.279 Jump to 16522.16
    DATE years
    DATE the past 25
30 years uh these semiconductors go into 5.199 Jump to 16524.561
    DATE 30 years
beyond the 3 000 jobs that direct jobs 5.041 Jump to 16535.279
    CARDINAL 3
that were committed the 10 000 indirect 5.84 Jump to 16537.76
    CARDINAL 10
jobs and the 7 000 construction jobs 4.799 Jump to 16540.32
    CARDINAL 7 000
for those companies we're one hour a 4.32 Jump to 16567.039
    TIME one hour
one-hour flight from 60 4.0 Jump to 16569.279
    TIME one-hour
    CARDINAL 60
population and we're a one-day drive so 4.561 Jump to 16573.279
    DATE one-day
this famous letter 6419 that you've 4.64 Jump to 16841.04
yeah sure i mean so first of all we're 4.722 Jump to 16882.718
    ORDINAL first
that letter is going out to the 36 4.88 Jump to 16901.68
    CARDINAL 36
million recipients of the child tax 3.6 Jump to 16903.92
    CARDINAL million
it's about one percent of the recipients 4.642 Jump to 16914.878
    PERCENT about one percent
so it's still a few hundred thousand 3.04 Jump to 16919.52
    CARDINAL a few hundred thousand
average have been with h r block for 10 3.28 Jump to 16971.28
    CARDINAL 10
well i guess the first thing i would say 4.64 Jump to 17033.04
    ORDINAL first
really saw two very different segments 3.278 Jump to 17049.68
    CARDINAL two
you have you already have about 20 4.32 Jump to 17107.92
    CARDINAL about 20
million plus customers at h r block do 4.4 Jump to 17110.08
really in the first week you know so we 4.798 Jump to 17128.16
    DATE the first week
that two-thirds of america according to 5.12 Jump to 17136.08
    CARDINAL two-thirds
from day one 4.0 Jump to 17157.76
    DATE day one
two days early 4.32 Jump to 17172.0
    DATE two days
set to report first quarter earnings 3.52 Jump to 17375.84
    DATE first quarter
year-to-date is down more than 12 3.6 Jump to 17384.16
    CARDINAL more than 12
percent after crossing that three 3.52 Jump to 17386.08
    CARDINAL three
trillion dollar benchmark at the start 4.0 Jump to 17387.76
have a 200 price target on apple you own 5.36 Jump to 17398.32
    CARDINAL 200
and last quarter it lost 6 billion in 3.92 Jump to 17417.92
    DATE last quarter
    CARDINAL 6 billion
117 to 119 billion in sales uh that's 6.16 Jump to 17423.76
    CARDINAL 117
    CARDINAL 119 billion
about a 6.5 to 8 billion dollar increase 4.482 Jump to 17426.878
    MONEY 6.5 to 8 billion dollar
and as you know they generate 100 3.44 Jump to 17429.92
    CARDINAL 100
billion in free cash flow every year so 3.518 Jump to 17431.36
super cycle and whether it's 5g whether 4.322 Jump to 17434.878
    CARDINAL 5
smartphone in q4 i mean taking 23 market 5.358 Jump to 17445.36
    CARDINAL 23
look at it getting to 25 by 2025 uh and 5.44 Jump to 17456.48
    CARDINAL 25
    DATE 2025
especially given the way the zero kobit 5.358 Jump to 17541.44
    CARDINAL zero
right away they take two to three years 4.16 Jump to 17565.92
    DATE two to three years
there and then of course any two types 2.962 Jump to 17582.878
    CARDINAL two
the dow is up at its best about 600 5.92 Jump to 17902.56
    CARDINAL about 600
now 90 points or 80 points in the 5.92 Jump to 17913.36
    CARDINAL 90
    CARDINAL 80
24 being led lower today by financials 5.678 Jump to 17919.28
    CARDINAL 24
    DATE today
148 points and i want to bring your 4.52 Jump to 17931.16
    CARDINAL 148
attention to the russell 2000 those 4.0 Jump to 17933.52
    DATE 2000
biggest losers off now more than two 5.6 Jump to 17940.4
    CARDINAL more than two
percent a loss there of 40 points so not 5.6 Jump to 17942.4
    CARDINAL 40
to contend with early in 2022. 4.24 Jump to 17950.638
    DATE 2022
6.9 percent last quarter and five and a 4.962 Jump to 18164.798
    PERCENT 6.9 percent
    DATE last quarter
fastest pace in nearly four decades but 4.958 Jump to 18169.76
    DATE nearly four decades
the major indices it's down seven 3.68 Jump to 18250.48
    CARDINAL seven
you look at this chart here still up 20 4.24 Jump to 18254.16
    CARDINAL 20
first one is from rbc they rate the 4.16 Jump to 18267.04
    ORDINAL first
of three hundreds that's fifty dollars 3.678 Jump to 18271.2
    CARDINAL hundreds
    MONEY fifty dollars
mcdonald's in the fourth quarter but 3.678 Jump to 18277.04
    DATE the fourth quarter
and they have a price target of 275 so 4.958 Jump to 18299.68
    CARDINAL 275
25 dollars above that price roughly and 4.16 Jump to 18302.08
    MONEY 25 dollars
largely in inline fourth quarter us in 4.638 Jump to 18306.24
    DATE fourth quarter
guidance hinted at a step down in 2023 4.482 Jump to 18320.638
    DATE 2023
if you'll remember last year in 2021 4.24 Jump to 18355.52
    DATE last year
    DATE 2021
it's down 18 and it's now trading below 4.56 Jump to 18383.28
    CARDINAL 18
900 that's one of those key levels that 3.44 Jump to 18385.84
one-year chart on here and just give you 3.84 Jump to 18389.28
    DATE one-year
fourth quarter results tesla shares 4.402 Jump to 18396.958
    DATE fourth quarter
initially shed 60 billion dollars of 4.322 Jump to 18398.958
    MONEY 60 billion dollars
supply chain and chip shortage on 2022 5.362 Jump to 18408.958
    DATE 2022
to comfortably above 50 growth in 2022 5.44 Jump to 18416.4
    CARDINAL above 50
    DATE 2022
sympathy lucid motors down 11.7 percent 6.72 Jump to 18431.04
    PERCENT 11.7 percent
price target of 371. that's about 70 4.802 Jump to 18464.638
    CARDINAL 371
    CARDINAL about 70
excuse me second quarter 22 as a company 6.08 Jump to 18474.16
    DATE second quarter 22
reported 22 adjusted eps growth on 20 5.76 Jump to 18476.56
    DATE 22
    CARDINAL 20
the second quarter though all divisions 3.52 Jump to 18484.32
    DATE the second quarter
results raising their full year 22 4.958 Jump to 18487.84
    DATE their full year 22
think about a seven percent inflation 3.84 Jump to 18650.48
    PERCENT seven percent
intraday here of the russell 2000 and on 4.0 Jump to 18726.638
    DATE 2000
down more than two percent i'm wondering 3.76 Jump to 18732.4
    PERCENT more than two percent
you know through the first half of this 2.64 Jump to 18750.48
    DATE the first half of this
still believe going into this year 2022 4.402 Jump to 18766.958
    DATE this year 2022
already one month in 3.6 Jump to 18769.76
    DATE one month
since 1984. that still counts as a 4.562 Jump to 19060.718
    DATE 1984
trends going into 2022 are pretty good 4.72 Jump to 19073.2
    DATE 2022
first month or two of the year but the 4.8 Jump to 19080.48
    DATE first month
    DATE two of the year
unemployment rate is at 3.9 percent the 4.96 Jump to 19082.4
    PERCENT 3.9 percent
3.5 we're almost back to that record low 4.96 Jump to 19087.36
    CARDINAL 3.5
lower at some point within the first 4.962 Jump to 19094.878
    ORDINAL first
half of uh 2022 so uh there are some 4.482 Jump to 19096.798
really for most of the last 40 years 4.4 Jump to 19154.0
    DATE the last 40 years
it is his single-minded focus for 2022 5.2 Jump to 19199.2
    DATE 2022
uh prospects the most in 2022 4.642 Jump to 19206.718
    DATE 2022
be surprised here too after two years of 4.24 Jump to 19217.52
    DATE two years
about two-thirds of them say that's what 4.558 Jump to 19250.4
    CARDINAL about two-thirds
of well-being on the job they have eight 3.92 Jump to 19264.878
    CARDINAL eight
on every one of those eight measures 3.518 Jump to 19275.28
    CARDINAL eight
two percent on that news ceo paul reilly 4.08 Jump to 19503.6
    PERCENT two percent
on well so first we have a you know we 5.442 Jump to 19574.958
have uh over 50 billion of client cash 4.8 Jump to 19577.44
75 billion and 5.68 Jump to 19580.4
    CARDINAL 75 billion
uh a 100 basis points instantaneous rise 6.08 Jump to 19582.24
    CARDINAL 100
would add you know 560 million of 4.638 Jump to 19586.08
    CARDINAL 560 million
100 basis points is really not 4.718 Jump to 19614.08
    CARDINAL 100
potentially this year's six to seven 3.92 Jump to 19645.52
    DATE year
    CARDINAL six to seven
mortgage at nine percent and i watched 3.598 Jump to 19657.2
    PERCENT nine percent
him go to 12 right that was a few years 4.482 Jump to 19658.958
    CARDINAL 12
    DATE a few years
you know maybe two percent in total over 4.0 Jump to 19667.36
said 50 were confident in the stock 3.6 Jump to 19746.08
    CARDINAL 50
market a little over 50 that was the 3.6 Jump to 19748.32
    CARDINAL a little over 50
cash is six and a half percent of the 2.962 Jump to 19756.878
    DATE six and a half percent
typically that's 10 plus so 4.32 Jump to 19759.84
    CARDINAL 10
advisors who they show 95 confidence in 4.798 Jump to 19784.16
    CARDINAL 95
i know julie won't use one by her 2.85 Jump to 19809.44
industry reported 14 annualized 5.52 Jump to 19826.08
    CARDINAL 14
as much as 72 percent that is chevron 4.88 Jump to 20077.28
    PERCENT as much as 72 percent
brent cracked 90 dollars a barrel before 4.718 Jump to 20082.16
    MONEY 90 dollars
of that and how crude settled the one 3.68 Jump to 20086.878
wti talking here just settled at 86 4.882 Jump to 20094.638
    CARDINAL 86
61 cents per barrel still trade in the 4.0 Jump to 20097.52
    MONEY 61 cents
electronic market not even off one 3.92 Jump to 20099.52
    CARDINAL one
as you said karina did top 90 per barrel 5.2 Jump to 20116.16
    CARDINAL 90
intraday high also hit one yesterday but 4.642 Jump to 20132.878
    DATE yesterday
this would be the first record close in 4.48 Jump to 20135.04
    ORDINAL first
four years you'd have to go back to 2014 3.68 Jump to 20137.52
    DATE four years
    DATE 2014
basically done nothing for about 10 4.4 Jump to 20141.2
    CARDINAL about 10
precipitate that with crude oil at seven 5.038 Jump to 20159.84
    CARDINAL seven
that and fuel costs are one of the major 4.642 Jump to 20166.798
    CARDINAL one
southwest just reported its first 3.6 Jump to 20171.44
    ORDINAL first
and a losing first quarter here with an 3.92 Jump to 20179.36
    DATE a losing first quarter
profit of 68 million but expects a loss 4.32 Jump to 20189.84
    CARDINAL 68 million
reported a loss of 129 million american 5.16 Jump to 20194.16
    CARDINAL 129 million
921 million in the fourth quarter all 5.638 Jump to 20199.32
    CARDINAL 921 million
    DATE the fourth quarter
are predicting weaker first quarters so 4.64 Jump to 20202.48
    DATE first quarters
fourth quarter 2.24 Jump to 20222.08
    DATE fourth quarter
course as we entered the second week of 5.442 Jump to 20240.958
    DATE the second week
first six weeks of the quarter are 3.36 Jump to 20259.68
    DATE first six weeks of the quarter
expecting all three of those companies 5.68 Jump to 20335.76
    CARDINAL three
to report uh profit in the second 4.398 Jump to 20338.32
    ORDINAL second
so number one is fuel cost 4.962 Jump to 20368.718
was around a dollar 25-ish a gallon and 6.08 Jump to 20373.68
    CARDINAL 25
now it's 225 a gallon and seemingly 5.76 Jump to 20376.32
    QUANTITY 225 a gallon
challenge the second major challenge is 4.478 Jump to 20382.08
    ORDINAL second
to 17 5.28 Jump to 20393.2
    CARDINAL 17
dollars an hour from 15 an hour and 5.918 Jump to 20395.04
    TIME 15 an hour
in excess of i think they said three i 3.76 Jump to 20406.16
    CARDINAL three
think they said actually eight thousand 3.682 Jump to 20408.558
    CARDINAL eight thousand
people alaska air said three thousand 4.958 Jump to 20409.92
    CARDINAL three thousand
americans said eighteen thousand 3.44 Jump to 20412.24
    CARDINAL eighteen thousand
jetblue said three uh five thousand 4.88 Jump to 20417.2
    CARDINAL three
to ask you you know more than 25 000 3.6 Jump to 20486.24
    CARDINAL more than 25
so there's two things to think about one 4.48 Jump to 20511.68
    CARDINAL two
    CARDINAL about one
um so the five days the cdc went to what 4.72 Jump to 20543.52
five days 3.44 Jump to 20546.48
    DATE five days
versus 10 days 3.84 Jump to 20548.24
    DATE 10 days
flight at 8am saturday morning and we 4.24 Jump to 20574.24
    TIME 8am saturday morning
that's the best yeah that's the best one 3.76 Jump to 20609.44
already found a new home one day after 4.8 Jump to 20773.28
    DATE one day
something like a hundred million dollars 3.84 Jump to 20811.2
    MONEY a hundred million dollars
already serving more than 300 million 6.322 Jump to 20854.718
    MONEY more than 300 million
serving not just a couple of hundred 4.56 Jump to 20921.2
million consumers maybe even a billion 4.64 Jump to 20923.76
because there's one 3.92 Jump to 21094.48
they're not the first consumer content 5.358 Jump to 21203.6
    ORDINAL first
beer with zero carbs it's called bud 3.6 Jump to 21376.32
    CARDINAL zero
is the first ever no car beer across 5.44 Jump to 21382.24
    ORDINAL first
7th ahead of super bowl 56. now this is 4.798 Jump to 21396.0
    ORDINAL 7th
    DATE 56
a big deal for the beer brand it took 10 5.04 Jump to 21398.48
    CARDINAL 10
years 10 years to develop this beer the 4.962 Jump to 21400.798
    DATE 10 years
it really is the impossible beer a zero 7.28 Jump to 21418.24
    CARDINAL zero
a log lager beer so it has 80 calories 6.08 Jump to 21434.558
    CARDINAL 80
and it's four percent alcohol now if you 4.72 Jump to 21437.44
    PERCENT four percent
typically six grams where a lager beer 7.198 Jump to 21447.36
    CARDINAL six
is typically 10 to 13 grams and of 6.16 Jump to 21451.28
    CARDINAL 10
course this bud light next is zero grams 4.962 Jump to 21454.558
    CARDINAL zero
end so when you're first getting it it 3.278 Jump to 21499.68
in mind this is for 21 plus consumers 5.038 Jump to 21507.84
    CARDINAL 21
of the next three collection instead of 4.638 Jump to 21538.0
    CARDINAL three
the e here there's a three signifying 4.798 Jump to 21539.76
    CARDINAL three
web three those will become available on 5.92 Jump to 21542.638
    CARDINAL three
february 6 for 399 dollars per token now 6.282 Jump to 21544.558
    CARDINAL 6
    MONEY 399 dollars
there will be a 12 5.122 Jump to 21548.558
    CARDINAL 12
722 signifying today 5.718 Jump to 21550.84
    CARDINAL 722
    DATE today
1984 and 2021 as fourth quarter gdp 5.762 Jump to 21754.558
    DATE 1984 and 2021
travel pushed fourth quarter revenue up 3.518 Jump to 21787.28
    DATE fourth quarter
it's flat it's down a point the s p 500 6.238 Jump to 21808.32
down 18 points the nasdaq is off 150 6.08 Jump to 21811.36
    CARDINAL 18
    CARDINAL 150
last 20 minutes last 15 minutes of the 4.4 Jump to 21817.44
    TIME last 20 minutes last 15 minutes
it looks like we might have another one 3.92 Jump to 21842.958
the prior five days trading action i'll 3.358 Jump to 21855.2
    DATE the prior five days
coming at 4 30 bringing that to you live 4.642 Jump to 21870.878
    QUANTITY 4 30
those top spots at least three of those 4.08 Jump to 21895.36
    CARDINAL at least three
taiwan's summing down about four percent 4.478 Jump to 21920.16
    PERCENT about four percent
intel and amd down six percent lam 4.638 Jump to 21922.08
    PERCENT six percent
here we got vmware up two percent uh 4.32 Jump to 21935.04
    PERCENT two percent
palo alto networks up about two and a 4.16 Jump to 21937.36
    CARDINAL about two
up nine percent also want to check in on 4.56 Jump to 21941.52
    PERCENT nine percent
supply chain that stock is down 10 4.4 Jump to 21947.92
    CARDINAL 10
it's been very choppy over the prior six 4.4 Jump to 21953.84
to ask you first about your response to 3.28 Jump to 21977.04
    ORDINAL first
from 2021's policy mistake to use your 4.718 Jump to 21984.24
    DATE 2021
great you know one thing we told our 3.522 Jump to 21998.558
yesterday we saw you know three things 2.798 Jump to 22014.08
    DATE yesterday
    CARDINAL three
one you know they took some uncertainty 4.08 Jump to 22016.878
    CARDINAL one
said we are raising in march number two 3.76 Jump to 22020.958
    CARDINAL two
out back in march of 2020 great news 4.4 Jump to 22028.558
    DATE 2020
there but number three we did learn some 3.6 Jump to 22030.958
    CARDINAL number three
see what's going on number one they 3.2 Jump to 22035.92
    CARDINAL number one
in december number two there's really so 4.16 Jump to 22039.12
    CARDINAL two
number three the fed you know palestine 3.678 Jump to 22043.28
    CARDINAL number three
the two-year treasury yield markets are 3.68 Jump to 22053.68
    DATE two-year
pricing in four to five hikes we're 3.76 Jump to 22055.36
    CARDINAL four to five
probably on the longer side maybe four 4.56 Jump to 22057.36
    CARDINAL four
maybe five hikes the key question is 5.04 Jump to 22059.12
    CARDINAL five
will be at 50 basis points at one time 4.48 Jump to 22061.92
    CARDINAL 50
    CARDINAL one
you know this volatility ties into one 3.76 Jump to 22100.08
    CARDINAL one
of our key themes for 2022. market 4.32 Jump to 22101.68
    DATE 2022
very different than the last one the 3.442 Jump to 22110.798
    CARDINAL one
last one was long it was stretched out 3.52 Jump to 22112.08
    CARDINAL one
country 128 months and that environment 4.56 Jump to 22115.6
    DATE 128 months
p 500 with that said though a correction 4.8 Jump to 22146.48
as we all know is 10 down we don't see a 4.482 Jump to 22148.638
    CARDINAL 10
there's so many reasons why number one 3.838 Jump to 22153.12
    CARDINAL one
income second of all you know the fed is 4.24 Jump to 22161.12
    ORDINAL second
third of all supply chain issues will 3.762 Jump to 22168.638
    ORDINAL third
already fourth of all where we're seeing 4.08 Jump to 22172.4
    ORDINAL fourth
about 37 basis points during most 5.282 Jump to 22196.958
    CARDINAL about 37
corrections this averages about 395 5.678 Jump to 22199.28
    CARDINAL about 395
this goes into our first theme 4.08 Jump to 22282.558
    ORDINAL first
going on with cove at 19 and also with 4.558 Jump to 22480.0
    CARDINAL 19
is looking at both a third shot as an 5.438 Jump to 22503.28
    ORDINAL third
omicron specific booster or a fourth 4.32 Jump to 22506.638
    ORDINAL fourth
the next two months and two different 4.56 Jump to 22515.36
    DATE the next two months
    CARDINAL two
cohorts of about 300 enrollees each and 4.88 Jump to 22517.04
    CARDINAL about 300
and of course uh coveton 19 pneumonia 5.202 Jump to 22624.638
    CARDINAL 19
uh to get to the point about kova 19 6.0 Jump to 22632.958
    CARDINAL 19
over over a hundred years ago so now 4.882 Jump to 22672.638
    DATE over a hundred years ago
distress syndrome due to cova 19 or 4.64 Jump to 22705.76
    CARDINAL 19
of about 35 patients right now so it's 4.16 Jump to 22729.76
    CARDINAL about 35
essentially a phase one study it's a 4.718 Jump to 22732.24
we're looking at is it a year is it two 3.52 Jump to 22784.16
    DATE a year
    CARDINAL two
under a calendar year uh do phase three 5.76 Jump to 22806.32
    CARDINAL three
also we now they are two um anti-viral 6.162 Jump to 22830.878
    CARDINAL two
covet 19 as a chronic illness something 4.402 Jump to 22850.638
    CARDINAL 19
10 years from now remember that 6.08 Jump to 22860.478
    DATE 10 years from now
covet 19 is not the first corona virus 5.76 Jump to 22862.878
    CARDINAL 19
    ORDINAL first
21st century it's actually the third 4.32 Jump to 22868.638
    DATE 21st century
    ORDINAL third
fortunately the first two were about 3.678 Jump to 22871.2
    ORDINAL first
    CARDINAL two
so but i just want to emphasize one 3.76 Jump to 22874.878
    CARDINAL one
activity cooled at the end of 2021. 4.638 Jump to 23181.84
    DATE the end of 2021
month by 3.8 percent the estimate was 6.56 Jump to 23199.2
    PERCENT 3.8 percent
for a fall of 0.4 percent year over year 7.12 Jump to 23201.92
    PERCENT 0.4 percent
the pending home sales index fell by 6.9 5.28 Jump to 23205.76
    CARDINAL 6.9
of a 4 percent so this signifies 6.16 Jump to 23211.04
    PERCENT a 4 percent
eight was down 18 percent from november 6.0 Jump to 23219.68
    CARDINAL eight
    PERCENT 18 percent
    DATE november
and down 14.2 percent from one year ago 6.798 Jump to 23222.08
    PERCENT 14.2 percent
    DATE one year ago
houses have been selling 10 days faster 6.4 Jump to 23225.68
    DATE 10 days
you've got the 30-year fixed mortgage 4.038 Jump to 23237.6
    DATE 30-year
3.55 percent and it's only going higher 5.402 Jump to 23241.638
    PERCENT 3.55 percent
you've spoken to first-time home buyers 3.202 Jump to 23262.878
    ORDINAL first
one home hunter in southern texas and 4.08 Jump to 23287.68
    CARDINAL one
100 and 200 000 level anything below 200 6.32 Jump to 23299.84
    CARDINAL 100
    CARDINAL 200
    CARDINAL 200
000 dollars he's telling me are 4.718 Jump to 23304.0
    MONEY 000 dollars
surged by almost 7 trillion dollars in 8.4 Jump to 23331.2
    MONEY almost 7 trillion dollars
2021 alone that is the the biggest 7.482 Jump to 23335.718
    DATE 2021
delivered mixed fourth quarter results 2.878 Jump to 23352.08
    DATE fourth quarter
markets are because we have roughly 30 4.48 Jump to 23529.2
it now up about 30 points the s p 500 is 5.518 Jump to 23537.28
    CARDINAL about 30
off about 17 points we have the nasdaq 5.602 Jump to 23540.638
    CARDINAL about 17
down one and a quarter percent off 166 5.202 Jump to 23542.798
    DATE one and a quarter percent
    CARDINAL 166
things get fun but let's go to the two 3.52 Jump to 23548.0
    CARDINAL two
and two right now two stocks that emily 3.44 Jump to 23549.92
    CARDINAL two
    CARDINAL two
is watching two stocks that i'm watching 4.0 Jump to 23551.52
    CARDINAL two
it fell to 14.8 billion uh in the fourth 6.442 Jump to 23568.638
    CARDINAL 14.8 billion
    ORDINAL fourth
quarter that was down from the 15.5 bill 5.84 Jump to 23572.24
    CARDINAL 15.5
15.3 billion a year earlier but if you 5.478 Jump to 23575.08
    MONEY 15.3 billion
    DATE a year earlier
go back before the 737 max had been 5.04 Jump to 23578.08
    PRODUCT 737
grounded healthy revenue was 28 million 5.682 Jump to 23580.558
    CARDINAL 28 million
announced a trio of orders covering 23 5.278 Jump to 23589.44
    CARDINAL 23
wide body freighters also orders for 50 7.28 Jump to 23591.92
    CARDINAL 50
737 max jets with options for 50 more 5.92 Jump to 23594.718
    PRODUCT 737
    CARDINAL 50
plunged remember 20 3.84 Jump to 23607.44
    CARDINAL 20
square has purchased more than 3.1 4.802 Jump to 23618.798
    CARDINAL more than 3.1
million shares of netflix here's the 5.118 Jump to 23621.52
    CARDINAL million
shares are jumping by nearly nine 3.28 Jump to 23647.04
    CARDINAL nearly nine
april 2020 after the company posted 4.0 Jump to 23651.68
    DATE april 2020
fourth quarter sales and profits 4.08 Jump to 23654.0
    DATE fourth quarter
company sees 2022 revenue growing as 4.32 Jump to 23671.68
    DATE 2022
much as 13 this year and adjusted 4.16 Jump to 23673.68
    DATE this year
in between a dollar fifty and a dollar 4.32 Jump to 23677.84
and fifty six cents or better than wall 4.24 Jump to 23680.08
    MONEY fifty six cents
and fifty two cents now morgan stanley 3.6 Jump to 23684.32
    MONEY fifty two cents
beginning of 2022. 4.0 Jump to 23697.44
    DATE 2022
mcdonald's now for the company fourth 3.442 Jump to 23710.878
    ORDINAL fourth
of 2.23 cents per share were below the 4.802 Jump to 23724.878
    MONEY 2.23 cents
2.34 4.438 Jump to 23728.04
    CARDINAL 2.34
margins as we head into fiscal 2022 and 4.16 Jump to 23738.558
    DATE fiscal 2022
12.3 percent during the fourth quarter 4.638 Jump to 23747.92
    PERCENT 12.3 percent
    DATE the fourth quarter
or much better than the 10.7 percent 4.398 Jump to 23750.08
    PERCENT the 10.7 percent
revenue came in over 5 billion dollars 6.32 Jump to 23767.04
    MONEY over 5 billion dollars
basis in the fourth quarter 3.76 Jump to 23773.36
    DATE the fourth quarter
they will not be profitable in the first 3.92 Jump to 23777.12
    ORDINAL first
but 2022 is looking really good for 4.32 Jump to 23781.04
    DATE 2022
i think the fourth quarter is a great 3.76 Jump to 23790.08
    DATE the fourth quarter
still down about 50 compared to 4.482 Jump to 23798.798
    CARDINAL about 50
months that we have in 2022 or january 4.718 Jump to 23812.08
    DATE 2022
losses by two-thirds for the year we 5.84 Jump to 23838.718
    CARDINAL two-thirds
    DATE the year
two years ago and i was watching an 3.28 Jump to 23880.08
    DATE two years ago
between 10 to 20 lower than what it had 5.438 Jump to 23887.12
    CARDINAL between 10 to 20
been in 2019 that would all bode well 5.038 Jump to 23889.6
    DATE 2019
been my partner for 34 years and he's 5.12 Jump to 23902.08
    DATE 34 years
with where they were in 2019 we're very 6.078 Jump to 23920.4
    DATE 2019
billion dollars and we're about 65 hedge 4.722 Jump to 23926.478
    CARDINAL about 65
percent hedge this year and about 35 4.32 Jump to 23929.2
    DATE this year
    CARDINAL about 35
737-8 is about 14 to 15 percent more 5.72 Jump to 23938.68
    CARDINAL 737
    PERCENT 14 to 15 percent
we just do our best to manage each one 4.4 Jump to 23947.28
goals in 2021 and exceeded them and you 6.24 Jump to 23957.28
    DATE 2021
intend to hire 8 000 people this year 5.44 Jump to 23960.4
    CARDINAL 8 000
    DATE this year
use the fourth quarter as a springboard 5.92 Jump to 23977.68
    DATE the fourth quarter
five to ten percent compared to where we 5.278 Jump to 24035.6
    PERCENT five to ten percent
recovering to 100 percent plus 5.362 Jump to 24040.878
    PERCENT 100 percent
um there's one position that's going to 4.8 Jump to 24049.44
    CARDINAL one
february first tuesday uh what's going 4.16 Jump to 24056.478
    DATE february first
in that role for 18 years you've been 4.642 Jump to 24060.638
    DATE 18 years
with southwest for 35 almost 36 years 5.202 Jump to 24062.478
    DATE 35 almost 36 years
moved 50 yards down the hall we've been 4.24 Jump to 24087.6
    QUANTITY 50 yards
in transition here for seven months 4.64 Jump to 24089.36
    DATE seven months
and one thing about southwest you should 4.72 Jump to 24114.32
    CARDINAL one
one of the people who follow southwest 3.598 Jump to 24119.04
    CARDINAL one
of 67 4.402 Jump to 24124.638
    CARDINAL 67
and he used the word uncertain seven 3.92 Jump to 24317.44
    CARDINAL seven
rate that they had in 2019 which is in 4.802 Jump to 24384.798
    DATE 2019
that two to two and a half range that's 4.0 Jump to 24387.52
    CARDINAL two to two and a half
or two so how do we as investors 3.92 Jump to 24447.12
    CARDINAL two
industry we've had 45 3.84 Jump to 24463.44
    CARDINAL 45
week we were down about 280 million this 3.6 Jump to 24469.84
    CARDINAL about 280 million
about 1.4 billion outflow which will be 6.24 Jump to 24473.44
    CARDINAL about 1.4 billion
the biggest since april of 2020. so 4.722 Jump to 24476.558
    DATE april of 2020
about 40 to 50 basis points higher so 4.96 Jump to 24504.32
    CARDINAL about 40 to 50
first quarter of this year uh muni's no 5.442 Jump to 24536.558
    DATE first quarter of this year
down negative two percent and last year 4.32 Jump to 24542.0
    PERCENT negative two percent
    DATE last year
was one of the few bright spots in fixed 3.442 Jump to 24544.558
income markets returning about one and a 3.76 Jump to 24546.32
    CARDINAL about one
mentioned the one and a half percent 4.16 Jump to 24592.718
    PERCENT a half percent
though we're down about two percent 3.84 Jump to 24604.08
    PERCENT about two percent
we're going to get that first liftoff 3.68 Jump to 24628.4
    ORDINAL first
the one thing perhaps is maybe a little 4.72 Jump to 24639.52
    CARDINAL one
2022 we sort of left the door open a 3.6 Jump to 24646.32
    DATE 2022
closing bell in roughly uh eight minutes 4.0 Jump to 24835.6
    TIME eight minutes
positive but a lot can happen in eight 3.92 Jump to 24842.558
    CARDINAL eight
and the russell 2000 the underperformer 4.398 Jump to 24864.24
    DATE 2000
of the group down 2.4 percent and 4.802 Jump to 24866.638
    PERCENT 2.4 percent
live in about 40 minutes here at 4 30 is 5.122 Jump to 24878.718
    TIME about 40 minutes
    DATE 4 30
scheduled time microsoft up one percent 5.198 Jump to 24881.36
    PERCENT one percent
amazon up over two percent some of the 5.28 Jump to 24883.84
eight percent but i want to take a look 3.2 Jump to 24889.12
    PERCENT eight percent
forefront that is up one percent today 4.718 Jump to 24896.0
    PERCENT one percent
    DATE today
above 85 dollars per barrel that is 4.48 Jump to 24901.68
five percent royal caribbean down six 4.16 Jump to 24920.638
    PERCENT five percent
    CARDINAL six
down two percent after its earnings 3.84 Jump to 24926.638
    PERCENT two percent
we see that stock down six and a half 4.322 Jump to 24934.798
    DATE six and a half
percent amd down seven percent and uh 4.318 Jump to 24936.4
    PERCENT seven percent
gains for astrazeneca that's up four 4.882 Jump to 24944.478
    CARDINAL four
percent sanofi that's up three percent a 4.802 Jump to 24946.798
    PERCENT three percent
that's down about four tenths of a 2.48 Jump to 24951.6
    CARDINAL about four tenths
guess what we got exxon mobil up one and 4.0 Jump to 24956.558
    CARDINAL one
up two percent to a record high here's a 4.0 Jump to 24963.2
    PERCENT two percent
gas over the last five years this spike 4.32 Jump to 25003.28
    DATE the last five years
take a look at the 20-year picture for 3.92 Jump to 25010.08
    DATE 20-year
2006 and they call natural gas the widow 5.84 Jump to 25016.08
    DATE 2006
trades when it blew up in 2006 also blew 5.6 Jump to 25021.92
    DATE 2006
was six billion dollars i wouldn't be 3.358 Jump to 25031.2
    MONEY six billion dollars
can see let me get a one month view here 5.36 Jump to 25039.84
    DATE one month
and we only have what four and a half 3.6 Jump to 25054.32
    DATE four and a half
very much compared today to 2015 and the 5.202 Jump to 25268.638
    DATE today
    DATE 2015
that four hikes is potentially the 3.52 Jump to 25277.84
    CARDINAL four
we'll see i mean 30 seconds is still 3.76 Jump to 25298.16
    TIME 30 seconds
the s p 500 looks like it's going to 3.52 Jump to 25301.92
    CARDINAL 500
this thursday january 27th as we take a 4.16 Jump to 25327.12
    DATE this thursday
markets the s p 500 down about point six 3.84 Jump to 25333.76
    CARDINAL 500
    CARDINAL about point six
session down about 1.4 percentage points 4.638 Jump to 25345.84
    CARDINAL about 1.4
with the s p 500 down about nine percent 4.8 Jump to 25353.52
    PERCENT about nine percent
know market gyrations are one thing but 4.398 Jump to 25440.4
    CARDINAL one
the fourth quarter inventories were a 2.72 Jump to 25475.6
    DATE the fourth quarter
first quarter until we get there but i 4.0 Jump to 25517.28
    DATE first quarter
forecasters coming out and saying four 5.44 Jump to 25528.32
    CARDINAL four
to five interest rate increases in 2022 6.0 Jump to 25530.08
    CARDINAL five
    DATE 2022
pulse survey eight million people 3.198 Jump to 25601.6
    CARDINAL eight million
for 2022 by a few tenths of a percentage 3.522 Jump to 25644.478
    DATE 2022
    CARDINAL a few tenths
that's what one of the one of the 4.722 Jump to 25696.478
now and will in the first quarter 4.718 Jump to 25729.76
    DATE the first quarter
ouch is one adjective that we might use 5.2 Jump to 25738.08
here you can see the stock down 10 in 4.08 Jump to 25745.52
    CARDINAL 10
362.7 million dollars short of the wall 5.64 Jump to 25752.36
    MONEY 362.7 million dollars
street estimate of 370.9 million dollars 4.8 Jump to 25755.12
    MONEY 370.9 million dollars
light 63.4 million versus 5.76 Jump to 25759.92
    CARDINAL 63.4 million
66.3 million expected loss per share was 5.64 Jump to 25762.36
    CARDINAL 66.3 million
wider than expected 49 cents on a gap 6.0 Jump to 25765.68
    MONEY 49 cents
basis versus 39 cents expected and their 6.638 Jump to 25768.0
    MONEY 39 cents
transaction base revenue was 263 million 4.798 Jump to 25771.68
    CARDINAL 263 million
estimate of 269 million also monthly 6.722 Jump to 25776.478
    CARDINAL 269 million
    DATE monthly
active users only 17.3 million or more 5.198 Jump to 25779.52
    CARDINAL only 17.3 million
than two and a half million short of the 4.24 Jump to 25783.2
wall street estimate of 19.9 million and 4.882 Jump to 25784.718
    CARDINAL 19.9 million
they see first cr first quarter revenue 4.4 Jump to 25789.6
    ORDINAL first
below 340 million dollars the estimate 3.72 Jump to 25791.68
    MONEY 340 million dollars
447 million dollars that is a huge 4.28 Jump to 25795.4
    MONEY 447 million dollars
early on that only came in at 48 million 4.88 Jump to 25803.52
    CARDINAL 48 million
of 55 million so no matter how you slice 4.238 Jump to 25808.4
    CARDINAL 55 million
year-to-date basis this stock is down 34 6.08 Jump to 25815.92
    CARDINAL 34
but except for the first day here a slow 4.56 Jump to 25823.52
    DATE the first day
united states circa 1976 it's there but 5.76 Jump to 25854.798
    DATE 1976
that's right we got visa up two and a 3.68 Jump to 26119.52
    CARDINAL two
the numbers adjusted eps for the fourth 4.482 Jump to 26126.718
    ORDINAL fourth
quarter coming in at a dollar 81 that's 4.642 Jump to 26128.798
    DATE quarter
    CARDINAL 81
versus estimates of a dollar seventy and 4.0 Jump to 26131.2
step stat for them 2.97 trillion dollars 6.24 Jump to 26135.2
    MONEY 2.97 trillion dollars
the estimate was for lower 2.86 trillion 4.402 Jump to 26138.638
    MONEY 2.86 trillion
20 percent versus estimates of 15 4.48 Jump to 26145.36
    PERCENT 20 percent
    CARDINAL 15
constant currency up 40 percent versus 4.718 Jump to 26149.84
    PERCENT 40 percent
estimates of 26.5 percent so the 3.92 Jump to 26152.16
    PERCENT 26.5 percent
than we thought during the fourth 3.52 Jump to 26156.08
    ORDINAL fourth
up 37 versus the estimates of 26.8 5.44 Jump to 26161.92
    CARDINAL 37
    CARDINAL 26.8
transactions those were 47.6 billion 5.04 Jump to 26167.36
    MONEY 47.6 billion
better than the estimate of 46.78 4.398 Jump to 26172.4
    CARDINAL 46.78
billion dollars finally net revenue came 5.84 Jump to 26174.4
in at 7.06 billion dollars up 24 cents 5.68 Jump to 26176.798
    MONEY 7.06 billion dollars
    MONEY 24 cents
your or 24 percent year over year and 4.96 Jump to 26180.24
    PERCENT 24 percent
the estimate was for 6.8 billion dollars 4.562 Jump to 26182.478
    MONEY 6.8 billion dollars
nice to see these numbers so visa up two 3.84 Jump to 26204.718
    CARDINAL two
pressure over the last six months down 3.84 Jump to 26210.958
    DATE the last six months
about five percent year-to-date you can 4.562 Jump to 26212.798
    PERCENT about five percent
see over the last six months down about 4.802 Jump to 26214.798
    DATE the last six months
18 percent over the last year still 4.64 Jump to 26217.36
    PERCENT 18 percent
    DATE the last year
holding on to gains of about five 4.958 Jump to 26219.6
    CARDINAL about five
expected fourth quarter results as 4.24 Jump to 26230.718
    DATE fourth quarter
revenue came in at more than 494 million 4.96 Jump to 26232.16
    MONEY more than 494 million
so from from the beginning of uh 2021 6.482 Jump to 26256.878
    DATE the beginning of uh 2021
throughout 2020. 4.24 Jump to 26270.478
    DATE 2020
summer of 2022 we're going to be flying 4.558 Jump to 26340.32
middle of 2021 with 5.038 Jump to 26383.76
one last thing too 3.522 Jump to 26490.398
    CARDINAL one
requirements are and you know one of the 5.2 Jump to 26520.24
things we faced early in 2021 5.202 Jump to 26522.558
    DATE 2021
get to the end of 21 and into 22. 6.4 Jump to 26621.92
    CARDINAL 22
apple on the back of the iphone 13. 5.118 Jump to 26831.68
    CARDINAL 13
we're expecting revenue of 119 billion 5.84 Jump to 26834.0
    MONEY 119 billion
dollars that's up from 111 billion in 6.16 Jump to 26836.798
    MONEY 111 billion
the prior first quarter that's in 2020 5.6 Jump to 26839.84
    DATE the prior first quarter
    DATE 2020
uh 2021. excuse me uh earnings per share 4.562 Jump to 26842.958
    DATE 2021
expected a dollar ninety versus a dollar 4.4 Jump to 26845.44
sixty eight uh the all-important iphone 4.24 Jump to 26847.52
    DATE sixty eight
revenue goes there uh 67.7 billion 5.92 Jump to 26851.76
    MONEY 67.7 billion
versus 65.5 billion in the same quarter 5.042 Jump to 26854.478
    MONEY 65.5 billion
    DATE the same quarter
14.1 billion versus 12.8 billion and 6.32 Jump to 26859.52
    CARDINAL 14.1 billion
    MONEY 12.8 billion
services we're expected to see 18.6 5.68 Jump to 26862.798
    CARDINAL 18.6
billion and that's versus 12.8 billion 4.48 Jump to 26865.84
    MONEY 12.8 billion
sorry 15.7 billion a lot more people 4.88 Jump to 26870.32
    CARDINAL 15.7 billion
that the shortage had taken a six 4.8 Jump to 26885.36
    CARDINAL six
billion dollar bite out of their revenue 3.198 Jump to 26887.68
sometime perhaps in 2023 so we'll be 5.758 Jump to 26901.2
    DATE 2023
amy coney barrett it was about 30 days 4.322 Jump to 26946.798
    DATE about 30 days
down though he'll be 83 years old and he 4.642 Jump to 26960.558
    DATE 83 years old
for 28 years he was nominated by clinton 6.8 Jump to 26965.2
    DATE 28 years
back in 1994 and while technically his 6.0 Jump to 26968.16
    DATE 1994
6-3 conservative majority there 4.722 Jump to 27004.718
    CARDINAL 6-3
one theory is that because the court 4.32 Jump to 27011.52
    CARDINAL one
really core business issues it's one 4.0 Jump to 27036.0
    CARDINAL one
intends to nominate the first black 4.478 Jump to 27113.92
    ORDINAL first
so one that got punted into the next 3.76 Jump to 27130.08
one of the most liberal justices on the 4.238 Jump to 27206.16
    CARDINAL one
13. we got my mom and iphone 13 in 5.038 Jump to 27239.84
    CARDINAL 13
    CARDINAL 13
apple tim cook and company i mean at 1.3 4.642 Jump to 27244.878
    CARDINAL 1.3
trillion dollar market cap 4.72 Jump to 27247.36
123.95 billion that's a cool 4 billion 4.398 Jump to 27313.32
    MONEY 123.95 billion
119.05 billion also up 11 percent year 5.802 Jump to 27317.718
    MONEY 119.05 billion
    PERCENT 11 percent
coming in at 2 and 10 cents versus the 4.64 Jump to 27323.52
    MONEY 2 and 10 cents
estimate of 1.90 and when you break out 4.4 Jump to 27325.84
    CARDINAL 1.90
104.43 billion that's up nine percent 4.92 Jump to 27331.478
    MONEY 104.43 billion
    PERCENT nine percent
handily beating the estimate of 99.3 4.398 Jump to 27334.16
    CARDINAL 99.3
billion five billion higher iphone 5.522 Jump to 27336.398
revenue 71.6 nice beat there mac revenue 5.84 Jump to 27338.558
    CARDINAL 71.6
10.8 5 billion smaller beat there 5.36 Jump to 27341.92
    MONEY 10.8 5 billion
ipad revenue 7.25 billion this is one of 4.32 Jump to 27344.398
    CARDINAL 7.25 billion
estimate of 8.11 billion that's down 14 5.842 Jump to 27350.398
    CARDINAL 8.11 billion
    CARDINAL 14
and accessories that came in at 14.7 4.962 Jump to 27358.798
    CARDINAL 14.7
billion dollars and that is slightly 3.16 Jump to 27361.92
14.16 billion and services revenue a 4.12 Jump to 27365.08
    CARDINAL 14.16 billion
19.52 billion up 24 year-over-year 6.0 Jump to 27371.36
    MONEY 19.52 billion
    DATE 24 year-over-year
handily beating the estimate of 18.64 5.282 Jump to 27374.958
    CARDINAL 18.64
billion by about 9.9 billion dollars 6.16 Jump to 27377.36
    MONEY about 9.9 billion dollars
greater china revenue 25.78 billion that 4.558 Jump to 27380.24
    MONEY 25.78 billion
is up 21 3.038 Jump to 27383.52
    CARDINAL 21
cash equivalents that came in at 37.12 5.0 Jump to 27388.16
    CARDINAL 37.12
billion the street was looking for 4.32 Jump to 27391.2
47.59 billion so spending that cash a 4.84 Jump to 27393.16
    CARDINAL 47.59 billion
gross margin another number here 54.24 6.08 Jump to 27398.0
    CARDINAL 54.24
billion that is up 22 year-over-year so 4.722 Jump to 27400.798
    DATE 22 year-over-year
up two percent in after hours trading 3.198 Jump to 27407.36
    PERCENT two percent
    TIME hours
mega caps it is down 10 4.88 Jump to 27413.44
    CARDINAL 10
let's take a look at a one-year chart 3.84 Jump to 27416.0
    DATE one-year
of about 12 but it's been kind of rocky 4.08 Jump to 27419.84
    CARDINAL about 12
revenue for apple at nearly 124 billion 4.8 Jump to 27443.04
    MONEY nearly 124 billion
it hit them by about six billion in 3.442 Jump to 27464.398
    MONEY about six billion
more than a six billion dollar impact in 4.48 Jump to 27469.52
    CARDINAL more than a
    MONEY six billion dollar
holding an iphone 8 here which is going 4.482 Jump to 27494.878
replacement cycle before the 13 got 5.042 Jump to 27500.798
    CARDINAL 13
all right so first off i almost fell out 3.12 Jump to 27519.2
    ORDINAL first
of my chair when you said iphone 8 so 3.76 Jump to 27520.718
    CARDINAL 8
calendar 2022. so i do think it was 5.84 Jump to 27531.28
    DATE 2022
upgrades in 5g networks from verizon 4.32 Jump to 27537.12
    CARDINAL 5
think that unfortunately calendar 2022 4.558 Jump to 27548.16
    DATE 2022
as it nears that three trillion dollar 3.282 Jump to 27576.398
    MONEY three trillion dollar
like the achievement of 2 trillion was 5.038 Jump to 27581.84
    CARDINAL 2 trillion
on the excitement over 5g and that 4.722 Jump to 27584.478
    CARDINAL 5
shares to 3 trillion was really placing 4.8 Jump to 27591.12
    CARDINAL 3 trillion
one being apple's you know more 4.56 Jump to 27597.68
    CARDINAL one
reality and then second would apple ever 4.72 Jump to 27607.04
    ORDINAL second
one or both of those products to 5.12 Jump to 27616.0
    CARDINAL one
camera on the iphone 8 state of the art 4.08 Jump to 27655.04
    CARDINAL 8
hopefully you got the big iphone 8 at 3.04 Jump to 27659.2
    CARDINAL 8
going to be for the next year five years 3.52 Jump to 27703.6
    DATE the next year five years
the december quarter had north of 20 4.642 Jump to 27718.558
    DATE the december quarter
    CARDINAL 20
uh as the 5g upgrade cycle accelerates 4.48 Jump to 27728.478
    CARDINAL 5
out of 5g in china versus the u.s 5.52 Jump to 27732.958
    CARDINAL 5
on the 5g network build out here so i do 4.562 Jump to 27740.958
    CARDINAL 5
21 3.44 Jump to 27839.6
    CARDINAL 21
they were about three percent 4.642 Jump to 28076.798
    PERCENT about three percent
last year on safety first so that's 4.882 Jump to 28102.638
    DATE last year
    ORDINAL first
monthly active users down eight and a 3.042 Jump to 28126.478
    DATE monthly
    CARDINAL eight
17.3 million and that did also miss 4.878 Jump to 28129.52
    CARDINAL 17.3 million
first half of 4.24 Jump to 28151.36
    CARDINAL half
2021 they had 3.96 Jump to 28153.16
    DATE 2021
really what happened in the first half 2.962 Jump to 28164.638
    DATE the first half
fourth quarter 2.798 Jump to 28167.6
    DATE fourth quarter
super app among their 20 million users 6.08 Jump to 28216.16
    CARDINAL 20 million
robinhood around 20 million users 6.24 Jump to 28293.6
    CARDINAL around 20 million
venmo 80 million um cash app last 5.202 Jump to 28296.398
    CARDINAL 80 million
disclosure 40 million so they're right 4.32 Jump to 28299.84
    CARDINAL 40 million
been one that has really risen in 5.12 Jump to 28350.32
well now 2020 was a very unusual year 5.68 Jump to 28363.6
    DATE 2020
    DATE a very unusual year
far negative in the 10 20 30 range so 6.56 Jump to 28383.36
    CARDINAL 10 20 30
that in 2022. i think 5.6 Jump to 28394.24
    DATE 2022
123.9 billion 95 billion uh the street 7.4 Jump to 28436.36
    MONEY 123.9 billion 95 billion
was expecting 119 uh billion so apple 6.32 Jump to 28439.68
    MONEY 119 uh billion
doing very well but still off that 3 4.56 Jump to 28443.76
    CARDINAL 3
trillion dollar market cap that we saw a 5.84 Jump to 28446.0
deflator is of course one of the closely 3.278 Jump to 28629.12
rise by 5.8 percent that would 5.122 Jump to 28636.638
    PERCENT 5.8 percent
accelerate from the 5.7 increase that 4.96 Jump to 28639.28
    CARDINAL 5.7
the fastest rate that we saw since 1982. 5.2 Jump to 28644.24
    DATE 1982
estimate for 2022 by a few tenths of a 4.0 Jump to 28659.12
    DATE 2022
    CARDINAL a few tenths
logan's run you know the 17 1976 movie 5.282 Jump to 28676.798
    DATE 17 1976
last day year of the city 2022 okay 4.4 Jump to 28679.76
    DATE last day year
    DATE 2022
also caterpillar one thing to know about 5.04 Jump to 28684.16
    CARDINAL one
they were off about one percent but in 3.198 Jump to 28689.2
    PERCENT about one percent
bell today apple of course being one of 3.438 Jump to 28709.28
    DATE today
trading higher by about three percent in 3.84 Jump to 28712.718
    PERCENT about three percent
revenue coming in at nearly 124 billion 5.122 Jump to 28718.558
    MONEY nearly 124 billion
that stock is down more than nine 3.76 Jump to 28738.24
    CARDINAL more than nine
in at 362.7 million versus the 371 5.92 Jump to 28743.84
    CARDINAL 362.7 million
    CARDINAL 371
million expected and monthly active 4.24 Jump to 28747.68
    DATE monthly
finance will be back tomorrow at 9 a.m 6.52 Jump to 28754.878
    DATE tomorrow
    CARDINAL 9