good morning it is 9 a.m on thursday |
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|
february 10th this is yahoo finance live |
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|
|
rise at the fastest pace since 1982 up |
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|
|
seven and a half percent year-over-year |
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DATE
seven and a half percent
|
|
up six percent year over year and both |
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|
|
of them rising about six tenths of a |
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CARDINAL
about six tenths
|
|
morning with nasdaq futures off one and |
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|
|
two thirds percent and s p futures off |
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PERCENT
two thirds percent
|
|
one percent cadao futures off about four |
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|
|
tenths of one percent and of course the |
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PERCENT
tenths of one percent
|
|
ten year as well because that is where |
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|
this morning a surge in ten year yields |
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|
|
up to one point nine seven nine eight |
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|
a higher likelihood of a 50 basis point |
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|
earnings reports here's one example |
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|
|
shares are surging eight percent after |
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|
|
it said sales will rise as much as 10 |
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|
the shares of six percent we'll get to |
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|
that in a moment but first more details |
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|
basis we're talking about a six ten |
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|
|
seven percent increase here um brian |
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|
|
0.6 percent on a month-over-month basis |
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|
|
7.5 was the growth that we had seen in |
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|
|
streets estimates of 7.3 and continues |
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|
|
that we have gotten of 7 |
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|
|
get a six percent year-over-year |
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|
|
changes instead what we saw was a 1.5 |
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|
|
and january airline fares still up 2.3 |
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|
|
market that up by 0.4 |
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|
|
hotels and motels down 4.2 this is by |
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|
|
then cars and truck rentals down 7 |
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|
|
year-over-year increase since 1982 by |
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|
|
good that happened in 1982 definitely um |
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|
|
number really stuck out to me down 1.7 |
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|
|
that clocks in at two or three percent |
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PERCENT
two or three percent
|
|
2021 that's going to be a very |
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|
|
or not the 7.5 print maybe nudges them |
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|
|
towards a more aggressive 50 basis point |
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|
|
since 2000 remains to be seen |
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|
|
so much brian chung and speaking of one |
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|
|
2021 levels for two years because of |
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|
|
container i buy that was 13 a pop i put |
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|
|
something that was seven dollars it was |
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|
|
increases since uh after this point one |
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|
|
well you're the first line you're you're |
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|
|
the first sign of that resistance |
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|
|
just a cheaper one okay i'm sure it |
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|
|
that in just a moment but first of all |
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|
|
shares rise six percent earnings per |
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|
|
here a dollar six is what disney |
4.159 |
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|
|
reported 57 cents was the estimate |
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|
|
subscribers of 18 11.8 million excuse me |
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|
|
11.8 million which was |
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|
|
well above the around 8 million that |
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|
|
total subscribers just under 130 million |
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CARDINAL
just under 130 million
|
|
was 2.45 billion dollars you see the |
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MONEY
2.45 billion dollars
|
|
revenue there over 7 billion dollars the |
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|
|
than in 2019 but people are spending |
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|
|
go spend three or four days at disney |
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|
|
two and a half billion dollar operating |
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DATE
two and a half billion dollar
|
|
profit 119 million dollar loss last year |
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|
|
looking for 7 million net ads in disney |
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|
|
11.8 million uh that is a big big beat |
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|
|
platform can hit profitability in 2024 |
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|
|
released in theaters first bob chapeck |
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|
|
bit later on one more quick note and |
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|
|
first quarter of a bob chapeck not under |
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|
|
chapek now rounding out two years of at |
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|
|
also had two uh i was reading uh just i |
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|
|
if you're uh one of those apes out there |
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|
|
and and their efforts to reach about 260 |
5.2 |
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|
|
million uh new subscribers or net |
5.04 |
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|
|
subscribers on disney plus by 2024 uh |
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|
|
stage but first there are earnings from |
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|
|
fourth quarter despite being hit by |
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|
|
rising six percent this year with core |
4.079 |
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|
|
earnings up eight percent joining us now |
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|
|
the first thing we actually look at is |
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|
|
to the fourth quarter we'll we'll see if |
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|
|
that glass and try to push through uh 10 |
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|
|
commodities out about nine months uh |
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|
|
for the fourth quarter uh we don't buy |
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|
|
out to the fourth quarter until a bit |
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|
|
high single digits to 10 percent and uh |
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|
|
january rising seven and a half percent |
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DATE
seven and a half percent
|
|
it's a great question and it's one |
4.399 |
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|
|
ahead by about nine months because at |
4.0 |
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|
|
will come down in uh in the second |
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|
|
quarter third quarter fourth quarter uh |
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DATE
quarter third quarter fourth quarter
|
|
is uh two things number one we we're |
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|
|
30 percent and so that that piece has |
4.16 |
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|
|
this is our first foray into this area |
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|
|
yet the second piece of it for us is we |
5.52 |
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|
|
saazy seven and a half percent increase |
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DATE
seven and a half percent
|
|
the fed could raise 50 basis points i'm |
3.679 |
Jump to 1836.48 |
|
|
story standpoint 10 given the cost |
4.72 |
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|
|
between two the two year and ten year |
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CARDINAL
between two the two year and ten year
|
|
1121 |
3.681 |
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|
|
you have it off by 1.8 percent as we |
4.481 |
Jump to 1943.519 |
|
|
first of all what's interesting about |
2.8 |
Jump to 1964.08 |
|
|
are up three and a half percent right |
3.439 |
Jump to 1976.08 |
DATE
three and a half percent
|
|
this morning and we're higher at one |
2.721 |
Jump to 1979.519 |
|
|
point there is a four billion dollar |
2.799 |
Jump to 1980.88 |
MONEY
four billion dollar
|
|
um up 6 million uh in the fourth quarter |
6.56 |
Jump to 1993.2 |
|
|
217 million is the total now and that's |
6.199 |
Jump to 1996.84 |
|
|
up 13 from a year earlier it looks like |
5.919 |
Jump to 1999.76 |
|
|
you pick up on certain things one thing |
3.28 |
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|
|
came out here and reaffirmed their 2023 |
5.28 |
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|
|
can hit 315 million |
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|
|
daily active users by 2023 and they see |
4.08 |
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|
|
seven and a half billion dollars in |
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Jump to 2074.56 |
DATE
seven and a half billion dollars
|
|
sales plus by 2023. i i i suspect a lot |
5.2 |
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|
|
first of all this was the first |
4.48 |
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|
|
about one percent here let's hit the |
4.48 |
Jump to 2142.8 |
PERCENT
about one percent
|
|
for uber you can see they're at about 86 |
6.081 |
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|
|
million dollars gross bookings up 51 |
5.92 |
Jump to 2152.4 |
|
|
to just under 26 billion dollars and |
4.959 |
Jump to 2156.16 |
MONEY
just under 26 billion dollars
|
|
revenue there up 83 |
6.64 |
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|
|
to 5.8 billion dollars so uber it looks |
5.841 |
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MONEY
5.8 billion dollars
|
|
everything uber does a record 118 |
5.68 |
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|
|
million dollars and there's a a comment |
5.601 |
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|
|
25 in the most recent week compared with |
5.36 |
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DATE
the most recent week
|
|
25 you know a 25 increase in in bookings |
5.04 |
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|
|
speaker maker up 5 |
3.92 |
Jump to 2265.28 |
|
|
share beat estimates of bucko 2 is what |
4.96 |
Jump to 2269.2 |
|
|
about 3 year-over-year 664 and a half |
5.679 |
Jump to 2274.16 |
DATE
about 3 year-over-year
|
|
million dollars that was ahead of |
4.08 |
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|
|
revenue of 1.95 billion dollars to 2 |
3.201 |
Jump to 2287.119 |
MONEY
1.95 billion dollars
|
|
billion |
3.76 |
Jump to 2289.44 |
|
|
the lower end of that have been 1.93 |
4.799 |
Jump to 2290.32 |
|
|
billion dollars and it looks like that |
3.68 |
Jump to 2293.2 |
|
|
coming this year uh one might be in an |
4.8 |
Jump to 2326.88 |
|
|
later he'll be on at 12 15 today and you |
4.0 |
Jump to 2351.44 |
|
|
up by nearly six percent coming up we're |
3.6 |
Jump to 2363.68 |
PERCENT
nearly six percent
|
|
five percent and that's after revenue |
4.0 |
Jump to 2541.2 |
|
|
disney plus subscribers rose by 11.8 |
5.04 |
Jump to 2550.0 |
|
|
million that is more than estimated and |
4.8 |
Jump to 2552.64 |
|
|
2019 quarter |
4.64 |
Jump to 2596.4 |
|
|
they indicated about a 40 increase in |
4.959 |
Jump to 2646.88 |
|
|
33 billion on on content this year |
5.679 |
Jump to 2734.16 |
|
|
know certainly one of the focuses going |
3.12 |
Jump to 2746.56 |
|
|
david uh disney plus added 11.8 million |
4.96 |
Jump to 2772.8 |
|
|
seven million |
3.92 |
Jump to 2777.76 |
|
|
if one is trading uh a company like a |
5.36 |
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|
|
subscribing to more than one service and |
4.721 |
Jump to 2804.079 |
|
|
one of the few companies that have the |
3.361 |
Jump to 2843.119 |
|
|
ceo after the two companies just renewed |
4.72 |
Jump to 2872.16 |
|
|
big plans for 2022. that's next |
7.329 |
Jump to 2876.88 |
|
|
earnings a few things of note here first |
4.801 |
Jump to 3043.359 |
|
|
it's now in growth mode and two the |
3.84 |
Jump to 3048.16 |
|
|
outlooks for 2022 and 2023. let's dive |
5.44 |
Jump to 3052.0 |
|
|
for the second year in a row and in |
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Jump to 3079.599 |
DATE
the second year in a row
|
|
growth in six of seven categories where |
3.439 |
Jump to 3087.68 |
|
|
growth in 22 and 23 and are not stopping |
5.28 |
Jump to 3118.96 |
|
|
for 10 consecutive years it's expected |
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DATE
10 consecutive years
|
|
through 2025 by euro monitor at over 5 |
7.921 |
Jump to 3149.119 |
|
|
kgar and reach 100 billion dollars in |
5.44 |
Jump to 3153.119 |
MONEY
100 billion dollars
|
|
2023. |
4.24 |
Jump to 3157.04 |
|
|
one toy company |
2.96 |
Jump to 3179.2 |
|
|
in the fourth quarter |
4.881 |
Jump to 3180.559 |
|
|
we did raise prices in the third quarter |
3.2 |
Jump to 3263.359 |
|
|
and it is one of the options we consider |
6.161 |
Jump to 3266.559 |
|
|
together are one of the crown jewels of |
5.52 |
Jump to 3304.4 |
|
|
and it is important for mattel for three |
4.0 |
Jump to 3314.559 |
|
|
us starting in 23 and also it strengthen |
4.401 |
Jump to 3328.799 |
|
|
momentum we have been growing for six |
4.32 |
Jump to 3392.64 |
|
|
for six consecutive quarters and this is |
6.24 |
Jump to 3396.96 |
DATE
six consecutive quarters
|
|
product in about 490 000 stores globally |
6.321 |
Jump to 3415.599 |
|
|
commercial network and this is under 70 |
5.6 |
Jump to 3421.92 |
|
|
over 30 percent in through e-commerce so |
5.52 |
Jump to 3427.52 |
|
|
they see organic sales up seven percent |
5.04 |
Jump to 3478.16 |
|
|
to eight percent this year that is |
4.481 |
Jump to 3480.559 |
|
|
cpi report that read coming in at seven |
3.92 |
Jump to 3658.72 |
|
|
number year over year six percent when |
4.32 |
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|
|
session but one move that we do want to |
3.841 |
Jump to 3668.559 |
|
|
highlight as well is that in the 10-year |
4.881 |
Jump to 3670.079 |
|
|
touched 2 for the first time going back |
6.0 |
Jump to 3674.96 |
|
|
to august of 2019. |
4.721 |
Jump to 3678.319 |
|
|
seven basis points this is something |
3.759 |
Jump to 3683.04 |
|
|
uh eye-popping cpr release seven and a |
5.601 |
Jump to 3885.599 |
|
|
causing the the ten-year yield to |
4.72 |
Jump to 3891.2 |
|
|
approach two percent lots of things uh |
5.28 |
Jump to 3893.039 |
|
|
almost two and a half billion dollars in |
4.56 |
Jump to 3913.68 |
CARDINAL
almost two and a
|
|
miss this interview but first over yahoo |
4.48 |
Jump to 3953.76 |
|
|
interactive because we just hit 2.0 |
4.72 |
Jump to 3966.319 |
|
|
percent for the first time since august |
4.161 |
Jump to 3969.039 |
|
|
of 2019 it was up seven basis points |
4.161 |
Jump to 3971.039 |
|
|
want to show you a three-year chart this |
3.359 |
Jump to 3975.2 |
|
|
is the first as i said the last time we |
3.6 |
Jump to 3976.88 |
|
|
2019. we skipped over this here but you |
4.24 |
Jump to 3980.48 |
|
|
10 years this is a 10-year chart here |
3.76 |
Jump to 3987.2 |
|
|
just take a second to look at what |
3.36 |
Jump to 3992.88 |
|
|
it came in 7.5 |
4.96 |
Jump to 4009.119 |
|
|
6 10 percent uh for the month that was a |
4.799 |
Jump to 4011.28 |
|
|
two standard deviation move and as |
3.76 |
Jump to 4014.079 |
|
|
eight tenths of a percent that's |
3.28 |
Jump to 4026.319 |
|
|
one percent uh marathon that's up about |
4.72 |
Jump to 4039.92 |
|
|
one percent devon energy that's up about |
4.56 |
Jump to 4042.16 |
|
|
two percent and then we take a look at |
3.84 |
Jump to 4044.64 |
|
|
less than one percent we got some |
4.48 |
Jump to 4079.119 |
PERCENT
less than one percent
|
|
that's up 15 |
3.041 |
Jump to 4083.599 |
|
|
50 basis points is that what we're |
3.839 |
Jump to 4112.88 |
|
|
went 50 right out of the gate um i think |
4.48 |
Jump to 4126.799 |
|
|
make a case for 50 but the reason the |
5.681 |
Jump to 4135.359 |
|
|
to 50 at you know each subsequent |
5.119 |
Jump to 4145.6 |
|
|
they still have seven meetings this year |
3.6 |
Jump to 4159.199 |
|
|
25 basis points uh if they |
5.201 |
Jump to 4162.799 |
|
|
though we have seven and a half percent |
5.279 |
Jump to 4174.88 |
DATE
seven and a half percent
|
|
headline inflation and six percent core |
5.761 |
Jump to 4176.719 |
|
|
at zero |
4.4 |
Jump to 4189.52 |
|
|
levels around four percent |
4.079 |
Jump to 4225.12 |
PERCENT
around four percent
|
|
mike i mean is this this seven and a |
4.48 |
Jump to 4262.88 |
|
|
you know one failing that's happening in |
5.52 |
Jump to 4310.56 |
|
|
um at least 100 basis points if not more |
4.88 |
Jump to 4353.12 |
|
|
target which is two percent average |
4.64 |
Jump to 4359.84 |
|
|
2023 if the fed has to get more |
4.0 |
Jump to 4376.48 |
|
|
14 a pop right now and what did i do i |
3.92 |
Jump to 4388.56 |
|
|
traded down to something that was seven |
4.16 |
Jump to 4390.88 |
|
|
by the way sales last quarter were up 27 |
5.52 |
Jump to 4485.76 |
|
|
the company now saying for 2022 fiscal |
5.0 |
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|
|
2022 revenue is going to be about |
5.44 |
Jump to 4498.0 |
|
|
6.75 billion dollars the forecast from |
5.401 |
Jump to 4500.679 |
MONEY
6.75 billion dollars
|
|
november with 6.6 billion dollars and by |
3.68 |
Jump to 4503.44 |
MONEY
6.6 billion dollars
|
|
she is expecting here in uh 2022. but |
6.0 |
Jump to 4512.08 |
|
|
first all hands meeting |
3.6 |
Jump to 4520.48 |
|
|
a solar storm caused more than three |
4.32 |
Jump to 4721.04 |
|
|
incinerated spacex still has 2 000 |
5.44 |
Jump to 4741.44 |
|
|
peloton slashed 2 800 jobs earlier this |
4.801 |
Jump to 4766.719 |
|
|
affected cash severance and a 12-month |
7.199 |
Jump to 4771.52 |
|
|
you're not the only one i spoke to one |
5.12 |
Jump to 5101.36 |
|
|
business she cleans houses she has 14 |
5.04 |
Jump to 5106.48 |
|
|
sense of three of the 14 houses that she |
5.76 |
Jump to 5117.04 |
|
|
uh one that's less expensive |
4.88 |
Jump to 5145.04 |
|
|
he said over the last six months in real |
4.56 |
Jump to 5191.84 |
|
|
by more than 10 percent now they don't |
6.081 |
Jump to 5198.719 |
PERCENT
more than 10 percent
|
|
seen obviously but i want to zero in i |
3.6 |
Jump to 5262.48 |
|
|
that i want to zero in on what she said |
4.559 |
Jump to 5266.08 |
|
|
gasoline and you can see there that 50.7 |
7.601 |
Jump to 5332.239 |
|
|
percent said yes 59.3 said no just |
6.321 |
Jump to 5336.159 |
|
|
2022 and basically said that this year |
5.6 |
Jump to 5351.84 |
|
|
going up in price if it hits 20 i'm just |
3.279 |
Jump to 5372.96 |
|
|
yeah so first um |
4.4 |
Jump to 5589.44 |
|
|
business has been great nfl was up 30 |
6.08 |
Jump to 5593.84 |
|
|
playoffs have been up 40 |
5.04 |
Jump to 5599.92 |
|
|
support fanatics who's told me it's two |
6.4 |
Jump to 5630.08 |
|
|
to one in revenue um bank goes to rams |
6.239 |
Jump to 5632.0 |
|
|
small uh market team probably two years |
6.0 |
Jump to 5658.56 |
|
|
ago it's probably number 31 32 |
5.84 |
Jump to 5661.6 |
|
|
30 in the nfl sales and this year uh if |
4.079 |
Jump to 5664.56 |
|
|
the number one team without question |
4.721 |
Jump to 5668.639 |
|
|
well first of all nobody's ever sold |
3.839 |
Jump to 5684.8 |
|
|
played for the patriots and won six |
3.2 |
Jump to 5695.76 |
|
|
tampa bay which was at that point one of |
5.121 |
Jump to 5700.639 |
|
|
teams made it the number one team and |
4.399 |
Jump to 5705.76 |
|
|
great thing about fanatics is one year |
2.559 |
Jump to 5743.6 |
|
|
the number one selling team the same |
2.321 |
Jump to 5747.679 |
|
|
reporting there are 45 million people |
4.32 |
Jump to 5768.56 |
|
|
really began with the business 2011 um |
4.641 |
Jump to 5787.119 |
|
|
and really for the next eight years we |
3.36 |
Jump to 5790.0 |
DATE
the next eight years
|
|
beginning about two years ago we started |
4.0 |
Jump to 5797.119 |
|
|
the number one player in the world long |
3.04 |
Jump to 5818.8 |
|
|
business that you need first to enter |
3.92 |
Jump to 5828.4 |
|
|
buy 500 million dollars for tops medical |
4.159 |
Jump to 5924.48 |
MONEY
500 million dollars
|
|
interesting one it's one where you have |
3.441 |
Jump to 5942.159 |
|
|
in trading cards been in business for 70 |
3.12 |
Jump to 5995.92 |
|
|
you know welcomed 350 great members of |
4.159 |
Jump to 6000.96 |
|
|
four years once their deal ends with |
3.52 |
Jump to 6010.8 |
|
|
yeah so first of all you're 100 right |
3.84 |
Jump to 6041.6 |
|
|
happened the two biggest reasons i'd say |
4.08 |
Jump to 6045.44 |
|
|
one is marketing the growth of the |
3.6 |
Jump to 6071.84 |
|
|
business 10 or 15 billion dollars |
3.52 |
Jump to 6077.679 |
MONEY
10 or 15 billion dollars
|
|
thinking about two things how do we |
2.88 |
Jump to 6100.0 |
|
|
market and the second thing is how do we |
2.72 |
Jump to 6104.08 |
|
|
when we begin marketing for the first |
2.8 |
Jump to 6109.76 |
|
|
there's probably only five million |
3.52 |
Jump to 6135.36 |
CARDINAL
only five million
|
|
my goal would be having a 50 million or |
3.759 |
Jump to 6138.88 |
|
|
you know 100 million collectors or |
3.359 |
Jump to 6140.88 |
|
|
deals and running fanatics 24 7 oh yeah |
3.44 |
Jump to 6148.88 |
|
|
no not at all so you're 100 right i did |
4.32 |
Jump to 6162.56 |
|
|
panthers in 2018 and had that happened i |
5.839 |
Jump to 6166.88 |
|
|
have in front of us this can be one of |
3.52 |
Jump to 6183.679 |
|
|
you know 10 minority owner of the |
3.6 |
Jump to 6206.0 |
|
|
today's the trade deadline at three |
3.36 |
Jump to 6237.44 |
|
|
four you know got about four hours left |
2.64 |
Jump to 6240.8 |
|
|
player he's a three-time all-star you |
3.36 |
Jump to 6246.56 |
|
|
100 of the kind of most important people |
4.0 |
Jump to 6294.639 |
|
|
pushing i'm sleeping like three hours a |
4.0 |
Jump to 6312.0 |
|
|
day folks the s p 500 has performed |
4.24 |
Jump to 6339.04 |
|
|
over the past 55 super bowls when nfc |
5.04 |
Jump to 6344.56 |
|
|
nfc teams have one excuse me the average |
5.761 |
Jump to 6354.239 |
|
|
gain when the nfc is won 10.8 percent |
6.24 |
Jump to 6356.8 |
|
|
compared to a 7.1 percent gain for afc |
4.159 |
Jump to 6360.0 |
|
|
hot high school summer seven and a half |
4.48 |
Jump to 6556.639 |
|
|
percent that's highest in 40 years and |
3.6 |
Jump to 6558.639 |
|
|
about two and a half percent to seven |
3.119 |
Jump to 6574.48 |
|
|
rates have gone from let's say three |
4.0 |
Jump to 6577.599 |
|
|
percent average on the 30-year fixed to |
4.48 |
Jump to 6579.199 |
|
|
about four percent so in other words |
4.721 |
Jump to 6581.599 |
PERCENT
about four percent
|
|
down 30 to 40 percent year over year if |
4.321 |
Jump to 6602.159 |
|
|
ownership it's gone from about four and |
3.199 |
Jump to 6606.48 |
|
|
to about no sorry four and a half years |
3.841 |
Jump to 6609.679 |
DATE
four and a half years
|
|
to about 11 years people aren't selling |
3.681 |
Jump to 6611.679 |
|
|
one property from one household to maybe |
4.719 |
Jump to 6645.52 |
|
|
two properties or three properties per |
4.0 |
Jump to 6648.48 |
|
|
past two years |
4.321 |
Jump to 6675.599 |
|
|
pre-pandemic foreigners were buying 100 |
5.361 |
Jump to 6677.119 |
|
|
to 150 billion dollars of u.s real |
5.36 |
Jump to 6679.92 |
MONEY
150 billion dollars
|
|
dropped to about 54 billion in 2021 so |
5.039 |
Jump to 6688.56 |
|
|
there's probably about 100 to 200 |
5.201 |
Jump to 6693.599 |
CARDINAL
about 100 to 200
|
|
billion dollars of |
4.799 |
Jump to 6696.88 |
|
|
2021 the s p 500 was up 27 |
6.96 |
Jump to 6704.88 |
|
|
whereas msci emerging markets down five |
4.08 |
Jump to 6708.96 |
|
|
julie this one's getting nasty jonathan |
3.599 |
Jump to 6958.56 |
|
|
year putting forth 10 new board nominees |
4.96 |
Jump to 6964.0 |
|
|
mind that cole's board is 14 members so |
3.679 |
Jump to 6968.96 |
|
|
margins a couple things here first |
3.6 |
Jump to 6979.44 |
|
|
there of course number two he's also |
3.679 |
Jump to 6986.48 |
|
|
outgoing chairman with a 34 year tenure |
4.48 |
Jump to 6998.4 |
|
|
as the voice of the future so this one |
3.919 |
Jump to 7001.28 |
|
|
was down about one and three quarters |
4.721 |
Jump to 7035.679 |
CARDINAL
about one and three quarters
|
|
percent 1.8 or so now it's only down |
4.56 |
Jump to 7037.76 |
|
|
third of one percent as our jar blickery |
4.721 |
Jump to 7044.239 |
|
|
10-year yield go up to two percent which |
5.84 |
Jump to 7069.52 |
PERCENT
up to two percent
|
|
through the next two hours of training |
4.85 |
Jump to 7136.88 |
|
|
a 40-year high the consumer price index |
5.04 |
Jump to 7344.88 |
|
|
stocks lower we've got all three major |
5.92 |
Jump to 7352.88 |
|
|
yield on the 10-year treasury note |
5.12 |
Jump to 7358.8 |
|
|
two percent for the first time since |
4.719 |
Jump to 7363.92 |
|
|
august 2019. |
5.199 |
Jump to 7366.0 |
|
|
the stock debuting in its first a first |
4.32 |
Jump to 7386.56 |
|
|
hitting a 4 40 year high now an annual |
5.76 |
Jump to 7404.56 |
|
|
gain of seven and a half percent |
4.879 |
Jump to 7407.84 |
DATE
seven and a half percent
|
|
yields on the 10-year |
5.599 |
Jump to 7422.08 |
|
|
the major indices down from one third to |
4.4 |
Jump to 7438.48 |
|
|
one half of a percent the russell 2000 |
4.239 |
Jump to 7440.48 |
|
|
up about seven basis points now i want |
4.56 |
Jump to 7442.88 |
|
|
to go to the s p 500 futures so we can |
4.4 |
Jump to 7444.719 |
|
|
see what happened at 8 30 a.m this |
3.92 |
Jump to 7447.44 |
|
|
happened 7.5 percent i was in six well |
4.72 |
Jump to 7453.04 |
|
|
been listening to the first two hours of |
2.96 |
Jump to 7460.32 |
|
|
over one percent energy right behind it |
4.159 |
Jump to 7473.52 |
|
|
up almost one percent and you take a |
4.559 |
Jump to 7475.52 |
PERCENT
almost one percent
|
|
up three percent we've seen a lot of |
3.6 |
Jump to 7480.079 |
|
|
buying uh on the dip in the s p 500 |
4.48 |
Jump to 7495.28 |
|
|
this out with a look at the nasdaq 100 |
3.919 |
Jump to 7499.76 |
|
|
cap in the grants up about two-thirds of |
4.241 |
Jump to 7503.679 |
CARDINAL
about two-thirds
|
|
microsoft down one percent and there's |
4.08 |
Jump to 7507.92 |
|
|
end of 2022. |
4.56 |
Jump to 7541.36 |
|
|
let's bring in our first guest for the |
3.28 |
Jump to 7544.48 |
|
|
sure first thanks so much for having me |
4.639 |
Jump to 7560.96 |
|
|
1992 |
3.201 |
Jump to 7589.679 |
|
|
chatter about the possibility of a 50 |
4.321 |
Jump to 7625.599 |
|
|
basis point rate hike in one move which |
4.241 |
Jump to 7628.079 |
|
|
hasn't happened since 2000 seems like |
3.84 |
Jump to 7629.92 |
|
|
50 basis points or moving by meeting to |
4.0 |
Jump to 7647.599 |
|
|
away from 50 basis points rate hikes we |
4.161 |
Jump to 7651.599 |
|
|
reserve that is currently at zero it's |
4.4 |
Jump to 7685.36 |
|
|
just printed seven and a half percent |
2.56 |
Jump to 7691.76 |
DATE
seven and a half percent
|
|
and the unemployment rate is four |
3.6 |
Jump to 7693.119 |
|
|
at roughly 50 50 probability and i don't |
4.48 |
Jump to 7696.719 |
|
|
actually does raise rates by 50 basis |
3.679 |
Jump to 7706.56 |
|
|
about 40-year highs here |
5.12 |
Jump to 7713.599 |
|
|
moving quicker uh and so we see the 50 |
4.881 |
Jump to 7753.679 |
|
|
basis point move in march we see 175 |
4.08 |
Jump to 7755.92 |
|
|
2023 and 2024. |
4.239 |
Jump to 7776.48 |
|
|
50 basis point hike in march is indeed |
4.72 |
Jump to 7784.32 |
|
|
three to seven to eight rate hikes this |
4.719 |
Jump to 7807.36 |
|
|
year if the fed goes by 50 basis points |
4.239 |
Jump to 7809.44 |
|
|
that goes all the way to one direction |
3.761 |
Jump to 7812.079 |
|
|
to not go down this route of 50 basis |
5.04 |
Jump to 7825.44 |
|
|
50 basis points to me the recent data is |
6.0 |
Jump to 7840.8 |
|
|
you know roughly 50 50 at this point and |
4.32 |
Jump to 7873.04 |
|
|
earned two bill two and a half billion |
2.8 |
Jump to 7930.56 |
DATE
two and a half billion
|
|
this one brian because this is kind of |
3.44 |
Jump to 7937.92 |
|
|
that first quarter |
3.681 |
Jump to 7939.599 |
|
|
maybe not the first quarter but slowly |
3.68 |
Jump to 7941.36 |
|
|
number 129.8 million paying customer ads |
5.841 |
Jump to 7972.639 |
CARDINAL
number 129.8 million
|
|
as of the year and 37 year-over-year |
4.719 |
Jump to 7975.92 |
|
|
a big ways from the 2019 launch of |
4.721 |
Jump to 7980.639 |
|
|
there's concern about the zero code |
4.0 |
Jump to 7995.04 |
|
|
referring to and then one last point i |
2.879 |
Jump to 8064.32 |
|
|
but one important note is that hulu |
3.6 |
Jump to 8068.8 |
|
|
basis yes disney plus up 15 |
4.88 |
Jump to 8076.4 |
|
|
cases is an 80 |
5.6 |
Jump to 8081.28 |
|
|
uh per month cost that's up 16 that's a |
6.321 |
Jump to 8083.199 |
|
|
opposed to just that one subscription |
3.44 |
Jump to 8096.719 |
|
|
of that four billion dollar in share |
4.721 |
Jump to 8123.599 |
MONEY
four billion dollar
|
|
buybacks and you know this is the first |
4.881 |
Jump to 8126.159 |
|
|
that's one reason why perhaps investors |
3.199 |
Jump to 8152.0 |
|
|
four billion dollars in share buybacks |
3.2 |
Jump to 8207.92 |
MONEY
four billion dollars
|
|
users at 217 million and the company |
5.519 |
Jump to 8220.0 |
|
|
goal to reach 315 million by 2023. that |
6.88 |
Jump to 8225.519 |
|
|
a tip jar i mean is that four |
5.12 |
Jump to 8254.88 |
|
|
million dollars to give us money is my |
4.72 |
Jump to 8257.599 |
|
|
a rough go at it down over 15 that's |
5.441 |
Jump to 8277.359 |
|
|
after they lower their fiscal 2022 |
4.0 |
Jump to 8280.639 |
|
|
in the 860 to 867 million dollars that's |
4.481 |
Jump to 8284.639 |
MONEY
867 million dollars
|
|
dollars range that's a four to six |
3.84 |
Jump to 8289.12 |
|
|
the zero covet policy that's going to |
3.681 |
Jump to 8301.599 |
|
|
look at shares of uber up almost four |
5.04 |
Jump to 8486.56 |
|
|
ride bookings by 67 |
5.68 |
Jump to 8495.6 |
|
|
expecting 5.4 billion they came in at |
4.321 |
Jump to 8513.439 |
|
|
5.8 billion and wall street was |
4.72 |
Jump to 8516.0 |
|
|
expecting 64 million on adjusted ebitda |
5.04 |
Jump to 8517.76 |
|
|
at 86 million so a big beat there and |
4.639 |
Jump to 8522.8 |
|
|
up 67 one of the things that i want to |
4.081 |
Jump to 8527.439 |
|
|
gross bookings that was up 200 |
4.48 |
Jump to 8531.52 |
|
|
over quarter they were actually up 24 |
3.6 |
Jump to 8542.24 |
|
|
bookings year over year up 34 |
4.16 |
Jump to 8550.0 |
|
|
because they were up about five percent |
3.681 |
Jump to 8559.439 |
PERCENT
about five percent
|
|
think one of the things to look for |
3.28 |
Jump to 8568.88 |
|
|
business they saw a run rate of 225 |
6.4 |
Jump to 8603.52 |
|
|
million dollars uh through q4 and that's |
5.439 |
Jump to 8606.88 |
|
|
q2 of 2021 which was an initial run rate |
5.521 |
Jump to 8612.319 |
|
|
of 100 million dollars so really a good |
5.279 |
Jump to 8615.12 |
MONEY
100 million dollars
|
|
necessarily a massive one i think the |
4.4 |
Jump to 8719.84 |
|
|
grocery delivery that's that 10 to 15 |
3.759 |
Jump to 8730.64 |
|
|
avoid a crisis in ukraine the 10-day |
5.12 |
Jump to 8965.359 |
|
|
exercise involves roughly 30 000 troops |
4.319 |
Jump to 8968.0 |
|
|
one day after six russian warships |
4.16 |
Jump to 8974.96 |
|
|
hundred thousand russian troops already |
4.719 |
Jump to 8987.6 |
CARDINAL
hundred thousand
|
|
convoy more than 120 people were charged |
5.12 |
Jump to 9010.319 |
|
|
with more than a hundred truckers |
3.76 |
Jump to 9021.76 |
CARDINAL
more than a hundred
|
|
arrested and at least 80 criminal |
4.4 |
Jump to 9054.88 |
|
|
toyota shut down three factories while |
4.16 |
Jump to 9064.0 |
|
|
her gold on the half pipe on her first |
3.6 |
Jump to 9079.28 |
|
|
finally captured his first gold in men's |
5.04 |
Jump to 9084.64 |
|
|
he now becomes the seventh |
5.521 |
Jump to 9094.479 |
|
|
a late night 12 30 i think is what he |
6.079 |
Jump to 9104.24 |
|
|
last four years after what happened in |
3.759 |
Jump to 9117.68 |
|
|
2018. |
3.04 |
Jump to 9119.84 |
|
|
two so i guess nathan chen now taken the |
4.4 |
Jump to 9140.64 |
|
|
last two events |
4.24 |
Jump to 9154.56 |
|
|
multi-pack beverages so two liter |
3.92 |
Jump to 9214.64 |
|
|
bottles of pepsi 12 packs that people |
3.68 |
Jump to 9216.56 |
|
|
for the fourth quarter uh we don't buy |
3.599 |
Jump to 9233.76 |
|
|
out to the fourth quarter until a bit |
3.28 |
Jump to 9235.92 |
|
|
high single digits to 10 |
3.52 |
Jump to 9247.68 |
|
|
innovation fund down 50 |
4.799 |
Jump to 9450.56 |
|
|
its first day of trading the company |
5.76 |
Jump to 9786.0 |
|
|
they're up more than 20 percent black |
4.559 |
Jump to 9794.8 |
PERCENT
more than 20 percent
|
|
first responders around the country the |
4.0 |
Jump to 9801.2 |
|
|
company is also pledging to hire 10 000 |
3.921 |
Jump to 9803.279 |
|
|
i'm curious first to get the timing of |
3.359 |
Jump to 9815.04 |
|
|
about eight years i started this company |
3.761 |
Jump to 9833.359 |
|
|
in my garage eight years ago been able |
4.08 |
Jump to 9835.04 |
|
|
first |
3.12 |
Jump to 9839.12 |
|
|
business for the last eight years this |
4.319 |
Jump to 9840.0 |
DATE
the last eight years
|
|
to hire 10 000 veterans and and serve i |
4.0 |
Jump to 9848.64 |
|
|
looking at this company 10 years 15 20 |
4.88 |
Jump to 9870.72 |
|
|
military and first responder communities |
4.241 |
Jump to 9926.319 |
|
|
become a green beret over 20 years ago |
5.12 |
Jump to 10009.76 |
|
|
gonna break down what 55 000 |
5.599 |
Jump to 10211.76 |
|
|
lawsuit and i've read all 58 pages |
4.96 |
Jump to 10510.8 |
|
|
groups the one thing i was watching for |
4.4 |
Jump to 10578.8 |
|
|
patrick mahomes for example 500 million |
7.04 |
Jump to 10606.399 |
|
|
for a league that is almost 70 percent |
5.599 |
Jump to 10621.76 |
PERCENT
almost 70 percent
|
|
though the numbers are bad just five |
4.241 |
Jump to 10668.479 |
|
|
minority head coaches out of 32 teams |
3.92 |
Jump to 10670.72 |
|
|
and just two blackhead coaches |
4.48 |
Jump to 10672.72 |
|
|
broncos they will go for north of four |
5.599 |
Jump to 10724.8 |
|
|
mil four billion dollars the highest |
5.12 |
Jump to 10727.76 |
MONEY
four billion dollars
|
|
allen is the one we've heard thrown |
2.721 |
Jump to 10739.359 |
|
|
for the super bowl record levels right 7 |
4.48 |
Jump to 10759.04 |
|
|
500 |
3.6 |
Jump to 10762.0 |
|
|
be deflategate 2 you're going to see |
5.681 |
Jump to 10784.319 |
|
|
that price collapse in the next two days |
5.28 |
Jump to 10786.72 |
|
|
thousand and 1500 |
4.96 |
Jump to 10792.0 |
|
|
5048 hours ago it has fallen on the nfl |
5.08 |
Jump to 10800.68 |
|
|
ticketmaster to 3 400 |
5.519 |
Jump to 10805.76 |
|
|
10 of ticket prices right now of ticket |
4.321 |
Jump to 10825.279 |
|
|
the next 24 to 48 hours if you want to |
5.279 |
Jump to 10832.08 |
DATE
the next 24 to 48 hours
|
|
thousand dollar drop in the next 24 |
4.08 |
Jump to 10843.279 |
|
|
numbers put on the board like a 55 000 |
7.361 |
Jump to 10847.359 |
|
|
section around 100. you're always going |
4.24 |
Jump to 10854.72 |
|
|
me 110 grand to sit home and watch it on |
5.84 |
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|
|
my 80 inch tv i'll do that but that's |
5.36 |
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|
|
55 bout if at that price point they |
4.4 |
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|
|
better let me throw a ball in one play |
3.76 |
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|
|
money to be paying for one ticket |
4.96 |
Jump to 10893.84 |
|
|
the big game tomorrow at 12 p.m eastern |
3.68 |
Jump to 10902.96 |
|
|
break inflation surging to a 40-year |
5.28 |
Jump to 10913.92 |
|
|
are trading the s p 500 down three |
4.399 |
Jump to 11092.96 |
|
|
numbers at 8 30 this morning showed that |
3.359 |
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|
|
and january of 0.6 that was above the |
4.481 |
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|
|
7.5 percent higher between january of |
5.801 |
Jump to 11121.399 |
|
|
top two economic priorities the first is |
3.68 |
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|
|
and the second is to lower prices that |
4.64 |
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|
|
um jared one challenge here is that the |
3.921 |
Jump to 11200.319 |
|
|
went down by 0.8 percent on a |
3.92 |
Jump to 11211.439 |
|
|
inflation mandate first and foremost |
4.0 |
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|
|
also that of the five uh nominees he has |
5.679 |
Jump to 11238.64 |
|
|
interventions at the ports moving to 24 |
4.0 |
Jump to 11267.92 |
|
|
and seven making sure goods are getting |
4.08 |
Jump to 11270.16 |
|
|
from ship to shelf uh you know 12 times |
5.359 |
Jump to 11271.92 |
|
|
of containers down about 30 from their |
5.76 |
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|
|
peak and in fact 20 to 30 percent more |
4.481 |
Jump to 11277.279 |
|
|
year 27 percent jump |
5.12 |
Jump to 11291.359 |
|
|
gas is up 40 percent year on year |
5.2 |
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|
|
you a fulsome answer first of all last |
5.2 |
Jump to 11312.88 |
|
|
about 10 cents per gallon now it wasn't |
3.519 |
Jump to 11326.8 |
MONEY
about 10 cents per gallon
|
|
certainly remains one that we can put on |
4.561 |
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|
|
doesn't get you to seven and a half |
3.12 |
Jump to 11379.279 |
|
|
over four percent obviously the big |
5.36 |
Jump to 11438.72 |
PERCENT
over four percent
|
|
number 129.8 million paying customers at |
5.681 |
Jump to 11440.319 |
CARDINAL
number 129.8 million
|
|
for disney because on a two-year basis |
3.84 |
Jump to 11458.72 |
|
|
nearly 12 million subscribers uh |
3.759 |
Jump to 11489.68 |
CARDINAL
nearly 12 million
|
|
globally including four million in the |
2.559 |
Jump to 11491.84 |
|
|
uh 22 in fiscal 23 years |
4.56 |
Jump to 11513.52 |
TIME
22 in fiscal 23 years
|
|
us this is kind of the first full year |
5.2 |
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|
|
last night of 33 billion dollars in |
5.36 |
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|
|
content spending in um fiscal 22 a third |
5.199 |
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|
|
incremental up to a billion dollars um |
4.399 |
Jump to 11596.08 |
|
|
its message that fiscal 22 will be the |
5.52 |
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|
|
process by fiscal 24. so it really is |
5.201 |
Jump to 11642.319 |
|
|
a long long time disney is the one |
4.08 |
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|
|
some um first release films directly on |
4.0 |
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|
|
20 in addition to you know the the |
4.88 |
Jump to 11700.399 |
|
|
it's approaching two billion dollars or |
3.12 |
Jump to 11743.92 |
MONEY
two billion dollars
|
|
results are let's first start with |
4.24 |
Jump to 11792.239 |
|
|
share coming in at a dollar fifty three |
3.92 |
Jump to 11796.479 |
|
|
rise six percent this year hugh johnson |
4.88 |
Jump to 11802.96 |
|
|
coming in at 45 cents that beat street |
5.281 |
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|
|
and that's a quick follow-up one |
3.521 |
Jump to 11871.439 |
|
|
mattel uh shares are up almost 10 do you |
3.92 |
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|
|
since april 2017. |
4.399 |
Jump to 11889.84 |
|
|
outlook for 2022 and 2023 was confident |
7.88 |
Jump to 11900.8 |
|
|
we did raise prices in the third quarter |
3.279 |
Jump to 11920.0 |
|
|
and it is one of the options we consider |
6.16 |
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|
|
10 years and he expects it to continue |
5.04 |
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|
|
company beat estimates on earnings first |
4.92 |
Jump to 12148.8 |
|
|
664.5 million dollars speaker revenue |
5.0 |
Jump to 12153.72 |
MONEY
664.5 million dollars
|
|
seen uh in the last 20 years and we're |
4.8 |
Jump to 12182.479 |
|
|
because what 46 of your existing |
5.04 |
Jump to 12227.68 |
|
|
yeah brian you hit on one of the most |
3.12 |
Jump to 12242.64 |
|
|
business model we're not a one-and-done |
4.16 |
Jump to 12247.279 |
|
|
what happens last year 46 |
5.201 |
Jump to 12251.439 |
|
|
home is now up to uh three products but |
4.481 |
Jump to 12261.279 |
|
|
know into four to six products over time |
4.0 |
Jump to 12265.76 |
|
|
know over the past uh 10 years at sonos |
5.2 |
Jump to 12277.52 |
DATE
the past uh 10 years
|
|
we've had increased prices three or four |
4.321 |
Jump to 12280.479 |
|
|
one of your toughest quarters i think |
3.201 |
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|
|
for 25 years |
4.0 |
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|
|
the first thing i thought of when i |
2.56 |
Jump to 12434.56 |
|
|
so we really see like three big macro |
4.0 |
Jump to 12452.88 |
|
|
let's say the next five ten years one is |
3.92 |
Jump to 12458.479 |
DATE
the next five ten years one
|
|
investing 33 billion this year in |
4.08 |
Jump to 12479.84 |
|
|
content netflix 20 billion those numbers |
4.0 |
Jump to 12481.52 |
|
|
that's a one-time event i think it's a |
3.84 |
Jump to 12505.439 |
|
|
at home one of the things that you want |
2.8 |
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|
|
with news 24 7. and a lot of it is |
5.359 |
Jump to 12746.0 |
|
|
could spend five hours in bed in the |
4.801 |
Jump to 12930.319 |
|
|
and that's one of the reasons i wanted |
4.319 |
Jump to 12939.12 |
|
|
a record 31 million americans are |
5.439 |
Jump to 13413.04 |
CARDINAL
a record 31 million
|
|
association forecasting more than 7.6 |
4.879 |
Jump to 13420.56 |
|
|
billion dollars in wagers but for those |
3.841 |
Jump to 13423.279 |
|
|
which could range from 10 to 37 it would |
6.8 |
Jump to 13479.12 |
|
|
and you are that lucky one who won |
4.719 |
Jump to 13487.68 |
|
|
or a 1099 miss or 1099k and those are |
5.599 |
Jump to 13506.64 |
|
|
that rate typically around 24 |
5.199 |
Jump to 13528.0 |
|
|
i think it's four and a half for the |
4.0 |
Jump to 13651.6 |
|
|
administration's 5 billion plan to beef |
4.719 |
Jump to 13665.76 |
|
|
about five billion dollars over the next |
4.4 |
Jump to 13856.64 |
MONEY
about five billion dollars
|
|
five years to improve the national |
4.321 |
Jump to 13859.199 |
|
|
hope to do here with that five billion |
3.2 |
Jump to 13878.239 |
|
|
half of all new cars sold by 2030 to be |
4.32 |
Jump to 13885.6 |
|
|
people there are something like 45 000 |
5.12 |
Jump to 13897.68 |
|
|
stations or there might only be one or |
4.799 |
Jump to 13915.6 |
|
|
two and keep in mind it takes about 45 |
4.719 |
Jump to 13917.68 |
|
|
really to fill up your car uh from zero |
4.88 |
Jump to 13922.399 |
|
|
the highways first so that you're |
5.04 |
Jump to 13943.279 |
|
|
and some in some rural areas but first |
3.519 |
Jump to 13954.88 |
|
|
50 of cars or new cars being sold being |
5.68 |
Jump to 13963.84 |
|
|
evs by 2030 i mean that requires a |
5.12 |
Jump to 13966.319 |
|
|
got 5 billion dollars worth of charging |
3.521 |
Jump to 13971.439 |
|
|
say it's got to be 50 billion if you're |
4.319 |
Jump to 13974.96 |
|
|
they have an additional two and a half |
2.96 |
Jump to 13979.279 |
CARDINAL
an additional two and a half
|
|
right so five billion dollars is |
3.28 |
Jump to 13987.199 |
MONEY
five billion dollars
|
|
you could say uh this is this five |
4.16 |
Jump to 14018.0 |
|
|
billion dollars is a start there's as |
4.48 |
Jump to 14020.16 |
|
|
you pointed out another 2.5 or so behind |
4.48 |
Jump to 14022.16 |
|
|
six magazines by barry diller's dot |
6.56 |
Jump to 14057.6 |
|
|
of six magazines that they acquired last |
4.639 |
Jump to 14066.56 |
|
|
parents and people in espanol 200 job |
5.679 |
Jump to 14073.68 |
|
|
five percent of the workforce but um |
3.521 |
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|
|
well in one place where the interest is |
4.479 |
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|
|
from cnn in 2020 but apparently the |
4.32 |
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|
|
fourth most circulated magazine in the |
3.68 |
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|
|
that's more than 300 i mean that's kind |
4.479 |
Jump to 14220.8 |
|
|
train yeah trust me the one in brooklyn |
3.68 |
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|
|
binance is actually going to take a 200 |
4.96 |
Jump to 14278.96 |
|
|
million dollar stake in forbes uh cz the |
4.72 |
Jump to 14281.12 |
|
|
cpi um hitting a 40-year high and we've |
6.48 |
Jump to 14335.12 |
|
|
got the dow now down 257 points the |
7.761 |
Jump to 14338.399 |
|
|
nasdaq down 124 and the s p 500 down |
7.679 |
Jump to 14341.6 |
|
|
about 41 points in terms of sectors that |
4.4 |
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|
|
brian and i in these two hours we've got |
4.08 |
Jump to 14362.72 |
|
|
climbing to seven and a half percent |
4.8 |
Jump to 14540.16 |
|
|
month-over-month climb of 0.6 compared |
5.441 |
Jump to 14542.319 |
|
|
to 0.5 percent in december yields spike |
5.279 |
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|
|
calls for a 100 basis points hike by |
5.521 |
Jump to 14550.239 |
|
|
10-year yield topping 2 |
5.04 |
Jump to 14602.08 |
|
|
for the first time since 2019. |
4.48 |
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|
|
10-year yield hit 2 at the end of 2022 |
5.359 |
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|
|
here we are just six weeks in and as you |
4.0 |
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|
|
talking about the yield touching three |
4.239 |
Jump to 14622.08 |
|
|
favors a 50-point rate hike in march |
5.199 |
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|
|
269 points right now with the s p off |
6.04 |
Jump to 14661.64 |
|
|
about 42 the nasdaq down 119. you |
5.36 |
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|
|
but 240 points 200 uh two-thirds of a |
4.8 |
Jump to 14694.72 |
|
|
more the s p 500 i'm going to pull up a |
4.719 |
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|
|
draft about 200 dow points a few points |
4.88 |
Jump to 14708.319 |
|
|
on the s p 500 that we saw there from |
4.96 |
Jump to 14710.96 |
|
|
those comments so march rate hike of 50 |
4.721 |
Jump to 14713.199 |
|
|
a 10-year t note yield we're just |
4.56 |
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|
|
showing that up 10 basis points 2.03 |
6.64 |
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|
|
2019 in fact the middle of 2019 that'd |
4.799 |
Jump to 14743.68 |
|
|
hike seeks one full point by july 1st |
5.92 |
Jump to 14758.88 |
|
|
and now markets are now pricing in a 75 |
4.72 |
Jump to 14762.0 |
|
|
percent chance of a 50 basis point break |
4.96 |
Jump to 14764.8 |
|
|
height in march and that is up 50 |
4.8 |
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|
|
yesterday 25 to 50 basis points so that |
6.16 |
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|
|
would be one 25 basis point rate hike 76 |
5.84 |
Jump to 14775.92 |
|
|
down to 25 percent and instead the bets |
5.12 |
Jump to 14781.76 |
|
|
are on that 50 basis rate hike so we'll |
4.319 |
Jump to 14784.88 |
|
|
nasdaq 100 heat map a lot of red here we |
4.88 |
Jump to 14818.64 |
|
|
ago but no more apple is down one |
4.32 |
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|
|
it microsoft off two percent and i want |
4.16 |
Jump to 14827.84 |
|
|
delta airlines united each up two |
3.44 |
Jump to 14855.12 |
|
|
can see that stock up eleven percent the |
4.639 |
Jump to 14883.84 |
|
|
door dash lifts down five percent and |
5.76 |
Jump to 14885.84 |
|
|
three percent respectively guys |
4.72 |
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|
|
up 27 |
4.8 |
Jump to 14912.0 |
|
|
used cars up 40 food higher as well is |
5.681 |
Jump to 14913.359 |
|
|
one more month of surprises i mean this |
4.88 |
Jump to 14929.12 |
|
|
isn't one special factor that's pushing |
5.281 |
Jump to 14956.319 |
|
|
yesterday expect three to four hikes and |
4.16 |
Jump to 14994.239 |
|
|
hundred basis point hike by july 50 |
4.72 |
Jump to 15000.479 |
|
|
the odds were almost even about a 25 or |
4.56 |
Jump to 15017.12 |
|
|
a 50 basis point height which of course |
5.199 |
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|
|
of go back to 1994 to look at the last |
4.4 |
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|
|
as the as the first move now the |
4.241 |
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|
|
while still pricing in 50 basis points i |
4.32 |
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|
|
100 basis points |
5.04 |
Jump to 15061.04 |
|
|
hikes coming in two rate hikes in the |
4.239 |
Jump to 15066.08 |
|
|
second quarter and then another one in |
4.08 |
Jump to 15068.72 |
|
|
the third we ourselves were close to |
5.04 |
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|
|
well we have 75 basis points of |
5.519 |
Jump to 15072.8 |
|
|
don't think thinking that we'll be 100 |
4.479 |
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|
|
like happened back in 1982 when we ended |
4.88 |
Jump to 15102.479 |
|
|
that cpi data for a quick second and |
3.92 |
Jump to 15180.319 |
|
|
one of the factors that has continued to |
4.479 |
Jump to 15197.76 |
|
|
2022 where you know we once again had |
5.359 |
Jump to 15209.04 |
|
|
says that 3 in ten americans are worried |
3.921 |
Jump to 15274.159 |
|
|
that's more than double it was just six |
4.72 |
Jump to 15278.08 |
|
|
that is one of the factors that helps to |
5.84 |
Jump to 15336.479 |
|
|
14-day trial for your finance plus get |
4.639 |
Jump to 15402.64 |
|
|
bowl sunday 70 000 fans are expected to |
4.481 |
Jump to 15598.159 |
|
|
that is expecting at least a 50 percent |
4.96 |
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|
|
see a positive impact of 23 million |
6.559 |
Jump to 15669.92 |
|
|
dollars to 52 million dollars with 900 |
7.361 |
Jump to 15673.199 |
|
|
000 to 1.8 million dollars in added tax |
7.121 |
Jump to 15676.479 |
MONEY
1.8 million dollars
|
|
employment gain could be from 350 to 800 |
6.48 |
Jump to 15683.6 |
|
|
danny romero one more time our yahoo |
3.84 |
Jump to 15886.0 |
|
|
during super bowl 56 this sunday and |
4.08 |
Jump to 15894.319 |
|
|
770 000 jobs between march and april of |
6.6 |
Jump to 15931.96 |
|
|
2020 but recently hiring has obviously |
4.72 |
Jump to 15935.84 |
|
|
and now as of december 20 20 21 excuse |
5.839 |
Jump to 15942.64 |
|
|
at 6.2 percent and one restaurant owner |
5.201 |
Jump to 15948.479 |
|
|
she's able to hire at least 15 more |
4.639 |
Jump to 15953.68 |
|
|
are up a whopping 7.4 percent in just |
5.599 |
Jump to 15977.6 |
|
|
seven percent milk up nearly seven |
4.0 |
Jump to 16004.239 |
|
|
the packaging materials 80 percent is |
5.12 |
Jump to 16019.279 |
PERCENT
materials 80 percent
|
|
sm flickinger was uh one of the five |
5.201 |
Jump to 16063.359 |
|
|
of the food about 300 percent and mark |
6.079 |
Jump to 16071.12 |
PERCENT
about 300 percent
|
|
up the cost of the beverages 700 to 900 |
5.121 |
Jump to 16074.399 |
|
|
mark it up about uh 20 percent uh so to |
5.12 |
Jump to 16079.52 |
PERCENT
about uh 20 percent
|
|
eleven dollars so fifty dollars uh |
4.56 |
Jump to 16091.52 |
|
|
safeway kroger uh would be less than ten |
5.439 |
Jump to 16098.0 |
|
|
u.s household about 250 more a month |
5.28 |
Jump to 16112.159 |
|
|
in the u.s will spend about three |
4.401 |
Jump to 16135.439 |
|
|
thousand more per year uh |
5.359 |
Jump to 16137.12 |
DATE
thousand more per year
|
|
as five thousand dollars |
5.92 |
Jump to 16142.479 |
MONEY
five thousand dollars
|
|
sales increases uh about fifty to sixty |
5.201 |
Jump to 16148.399 |
CARDINAL
about fifty to sixty
|
|
uh the worst we've seen in 40 years |
5.439 |
Jump to 16158.72 |
|
|
dating back to 1982 and will continue to |
6.24 |
Jump to 16160.8 |
|
|
rise in 2022 especially if we have the |
5.279 |
Jump to 16184.0 |
|
|
the prices uh typically there's one |
3.519 |
Jump to 16193.92 |
|
|
year uh last year there were two price |
4.24 |
Jump to 16199.52 |
|
|
three price increases so the brand |
5.28 |
Jump to 16203.76 |
|
|
australia 50 to 60 percent of the unit |
5.12 |
Jump to 16238.319 |
|
|
sales are private label versus 20 in the |
4.8 |
Jump to 16241.04 |
|
|
increase anywhere from 30 to 50 percent |
5.12 |
Jump to 16245.84 |
|
|
goldman sachs families paying 250 a |
4.641 |
Jump to 16252.399 |
|
|
month and that 250 a month's going |
5.04 |
Jump to 16254.88 |
|
|
since crop year 2011 and going higher |
5.679 |
Jump to 16300.56 |
|
|
prior to the pandemic 12 percent of |
6.481 |
Jump to 16352.479 |
|
|
sales were online now it's 20 to 20 uh |
6.24 |
Jump to 16355.199 |
|
|
20 going to 25 |
5.76 |
Jump to 16358.96 |
|
|
yeah you know i'm one of them i like to |
3.28 |
Jump to 16399.439 |
|
|
heading back to the gym after two years |
4.879 |
Jump to 16586.48 |
|
|
you guys have over 100 gyms all over the |
4.24 |
Jump to 16599.76 |
|
|
been at any point since march of 2020. |
4.959 |
Jump to 16618.32 |
|
|
so if you look at that along two |
4.961 |
Jump to 16621.6 |
|
|
engaging with us just take the last two |
5.281 |
Jump to 16628.719 |
|
|
since march of 2020. so our members are |
5.68 |
Jump to 16637.039 |
|
|
last eight months we're outperforming |
7.28 |
Jump to 16650.4 |
|
|
sales from 2019 so demand is strong and |
7.039 |
Jump to 16653.6 |
|
|
alone to equinox but my two older kids |
4.639 |
Jump to 16666.16 |
|
|
content approximately 30 percent of that |
8.319 |
Jump to 16738.32 |
PERCENT
approximately 30 percent
|
|
luxury five-star experience so certainly |
4.562 |
Jump to 16860.718 |
|
|
before this one in terms of food and |
6.0 |
Jump to 16909.2 |
|
|
uh 12 to 18 months |
4.24 |
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|
|
one company is trying to take the pain |
3.042 |
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|
|
us first if you would just describe the |
4.4 |
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|
|
of locations in 300 cities in the united |
4.238 |
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|
|
and then net revenue was in 2021 up by |
5.92 |
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|
|
90 year over year how did the pandemic |
4.56 |
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|
|
billion dollars in lifetime parking sold |
4.64 |
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|
|
sell over two billion dollars of parking |
5.04 |
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MONEY
two billion dollars
|
|
almost 10 years ago the whole focus was |
3.362 |
Jump to 17274.798 |
|
|
billion dollars of parking sold |
4.402 |
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|
|
a complete nightmare it took me two and |
4.88 |
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|
|
drive it's actually one of the largest |
3.12 |
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|
|
york and it is one of our largest |
5.278 |
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|
|
the super bowl which i think there's 150 |
4.64 |
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|
|
000 people coming from out of town and |
3.6 |
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|
|
super bowls because this is your fifth |
2.72 |
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|
|
quite expensive they range from 100 to |
4.48 |
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|
|
500 for most of them some are as high as |
5.28 |
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|
|
700 but what we've seen is as it gets |
5.44 |
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|
|
thousand two thousand dollar spots in |
4.72 |
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|
|
folks selling them for four thousand |
3.598 |
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|
|
averages are around 250 bucks uh you can |
4.0 |
Jump to 17452.638 |
|
|
a hundred or 125 but but they're quite |
5.122 |
Jump to 17456.638 |
CARDINAL
a hundred or 125
|
|
pricey in the range of a hundred to five |
3.92 |
Jump to 17459.84 |
CARDINAL
a hundred to five
|
|
hundred which is consistent which with |
3.28 |
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|
|
tickets will cost you anywhere from five |
4.16 |
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|
|
thousand grand up to you know you know |
4.08 |
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|
|
five hundred thousand grand basically |
4.08 |
Jump to 17472.16 |
CARDINAL
five hundred thousand
|
|
predicated on two things price and |
4.32 |
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|
|
hottest inflation in 40 years and |
4.322 |
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|
|
president james bullard calling for a 50 |
4.482 |
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|
|
and that 10-year yield |
4.4 |
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|
|
now above 2 percent a place that we |
5.2 |
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|
|
the way it is now back above 45 thousand |
4.882 |
Jump to 17598.638 |
|
|
levels not seen since march of 2020 for |
5.038 |
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|
|
so what is it first of all yeah tell us |
4.242 |
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|
|
first off where these rates even are at |
4.0 |
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|
|
the moment i know the 30 year well above |
3.52 |
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|
|
three percent |
3.24 |
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|
|
3.69 |
4.202 |
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|
|
that's up from 3.55 |
5.438 |
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|
|
move since the end of 2021 |
4.798 |
Jump to 17786.08 |
|
|
two years really have seen some |
4.8 |
Jump to 17797.28 |
|
|
for those first time home buyers they're |
4.48 |
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|
|
here's like the third whammy |
5.282 |
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|
|
those first-time home buyers i one |
5.84 |
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|
|
payment for a median priced home is 350 |
6.0 |
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|
|
first-time homeowners looking to jump |
4.32 |
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|
|
on the 10-year treasury which you guys |
4.08 |
Jump to 17898.32 |
|
|
were just saying jumped uh to over two |
4.08 |
Jump to 17900.08 |
|
|
mortgage rates to hit about four percent |
4.16 |
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PERCENT
about four percent
|
|
by the second half of this year |
5.2 |
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DATE
the second half of this year
|
|
because four percent if you look at it |
5.358 |
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|
|
rates were at 15 or 16 percent so if you |
5.36 |
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|
|
end up getting that four percent rate |
4.8 |
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|
|
pace in 40 years what red hot inflation |
5.04 |
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|
|
the 10-year yield and frankly the whole |
4.0 |
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|
|
facebook all off more than one percent |
4.478 |
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PERCENT
more than one percent
|
|
microsoft off more than two percent i've |
4.16 |
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PERCENT
more than two percent
|
|
didn't show the 10-year t-note yield and |
4.0 |
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|
|
that is up nine basis points so let me |
4.08 |
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|
|
three-year chart haven't seen levels |
4.0 |
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|
|
like this going back to 2019 have to go |
5.12 |
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|
|
back to the middle of 2019 so really a |
4.882 |
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|
|
tenors five year tino yield is up even |
4.48 |
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|
|
more 13 basis points and guess what the |
4.718 |
Jump to 18270.0 |
|
|
30-year a bit less seven basis points |
4.0 |
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|
|
100 percent chance of a 50 basis point |
6.4 |
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|
|
rate hike in march also a 25 chance of a |
7.28 |
Jump to 18296.16 |
|
|
75 basis point hike those odds were zero |
5.36 |
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|
|
yesterday at least in terms of 75 basis |
3.92 |
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|
|
you can see the stock is up three |
3.36 |
Jump to 18323.84 |
|
|
one-year view you can see not the best |
4.08 |
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|
|
three-year which will include all of the |
3.678 |
Jump to 18331.28 |
|
|
129.8 million that's up 37 |
4.52 |
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|
|
estimate which was about 4 million lower |
6.0 |
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|
|
big get there 21.3 million versus the |
5.6 |
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|
|
estimate of 18.8 million and then hulu |
5.602 |
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|
|
subscribers coming in in line 45.3 |
4.44 |
Jump to 18359.68 |
|
|
million added all up |
5.28 |
Jump to 18362.24 |
|
|
196.4 million subscribers for disney on |
5.16 |
Jump to 18364.12 |
|
|
all their platforms just short of 200 |
4.08 |
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|
|
million here's some analyst commentary |
4.48 |
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|
|
target of 196. you can see it's just |
5.04 |
Jump to 18375.2 |
|
|
about 45 dollars above the current price |
4.24 |
Jump to 18377.92 |
|
|
make their fiscal year 24 guidance with |
5.04 |
Jump to 18386.48 |
DATE
their fiscal year 24
|
|
woods with a long way to fiscal year 24 |
4.4 |
Jump to 18393.04 |
|
|
three year chart of chipotle you can see |
4.482 |
Jump to 18438.958 |
|
|
it got almost up to two thousand came |
4.72 |
Jump to 18441.04 |
CARDINAL
almost up to two thousand
|
|
back down to fifteen hundred uh at least |
3.92 |
Jump to 18443.44 |
|
|
actually to about thirteen hundred and |
3.76 |
Jump to 18447.36 |
CARDINAL
about thirteen hundred
|
|
1800 and they're saying we believe that |
4.4 |
Jump to 18460.0 |
|
|
attract customers maintaining our 22 |
4.56 |
Jump to 18477.04 |
|
|
charles schwab that showed nearly nine |
4.798 |
Jump to 18514.0 |
|
|
uh out of ten traders are concerned |
4.238 |
Jump to 18516.48 |
|
|
concentrated in the first quarter of |
3.518 |
Jump to 18545.44 |
|
|
roughly about a five percent level over |
4.08 |
Jump to 18556.24 |
|
|
end the year at around three to three |
3.2 |
Jump to 18560.32 |
CARDINAL
around three to three
|
|
of between three and five percent you're |
3.68 |
Jump to 18629.52 |
CARDINAL
between three and five percent
|
|
you know a one percent jump in rates by |
3.362 |
Jump to 18798.958 |
|
|
50 basis point hike at the march meeting |
5.6 |
Jump to 18802.32 |
|
|
i think that they deliver on 50 basis |
4.0 |
Jump to 18807.92 |
|
|
inflation's got a seven handle gdp has |
4.0 |
Jump to 18815.84 |
|
|
got a seven handle and the real |
3.44 |
Jump to 18818.16 |
|
|
probability of a 50 basis point increase |
4.16 |
Jump to 18837.28 |
|
|
that 50 basis point uh rate hike um now |
4.96 |
Jump to 18846.16 |
|
|
three percent through at least the first |
4.8 |
Jump to 18859.28 |
|
|
half of 2023 i think we're certainly uh |
5.522 |
Jump to 18860.878 |
|
|
big hit on fiscal third quarter 2021 |
4.88 |
Jump to 19074.16 |
DATE
fiscal third quarter 2021
|
|
consolidated net sales came in at 267 |
5.282 |
Jump to 19082.718 |
|
|
million that's down about three percent |
4.398 |
Jump to 19086.32 |
PERCENT
about three percent
|
|
year over year but it is up about 17 |
5.92 |
Jump to 19088.0 |
|
|
compared to 2019 adjusted eps down year |
6.16 |
Jump to 19090.718 |
|
|
over year as well at about 28 cents |
5.038 |
Jump to 19093.92 |
|
|
were about 57 |
4.72 |
Jump to 19101.52 |
|
|
2019. |
5.042 |
Jump to 19118.798 |
|
|
we feel that 2019 is a solid foundation |
5.92 |
Jump to 19120.32 |
|
|
almost around 17 consent consistently |
6.4 |
Jump to 19133.68 |
|
|
business which is almost around 20 |
2.878 |
Jump to 19141.92 |
CARDINAL
almost around 20
|
|
consistently in q1 2 and 3 as well as |
5.602 |
Jump to 19144.798 |
|
|
consistently in q1 2 and 3. and so you |
5.282 |
Jump to 19152.718 |
|
|
entire year you know fiscal 21 for us is |
5.84 |
Jump to 19171.68 |
|
|
2022 as well |
4.158 |
Jump to 19194.56 |
|
|
we started uh fiscal 21 our e-commerce |
4.96 |
Jump to 19210.48 |
|
|
21 |
3.682 |
Jump to 19266.718 |
|
|
which is more than fifty percent of our |
4.24 |
Jump to 19301.44 |
PERCENT
more than fifty percent
|
|
products we have now sixteen hundred uh |
4.64 |
Jump to 19305.68 |
|
|
hundred new uh marie condo uh skus uh |
6.802 |
Jump to 19312.718 |
|
|
been one of the big differences we've |
4.4 |
Jump to 19353.6 |
|
|
made in fiscal 21 as well is that we've |
5.2 |
Jump to 19355.04 |
|
|
and so these really quickly only 10 |
3.122 |
Jump to 19376.558 |
|
|
commissioned a third party pay equity |
4.958 |
Jump to 19379.68 |
|
|
to be having a minimum wage at 15 and |
4.8 |
Jump to 19397.36 |
|
|
that was the first kind of step in us |
3.522 |
Jump to 19400.558 |
|
|
fiscal 21 really ensuring that everyone |
4.562 |
Jump to 19430.638 |
|
|
we've got about 90 minutes left in the |
4.722 |
Jump to 19616.878 |
|
|
trading session and the dow down 494 |
5.762 |
Jump to 19618.718 |
|
|
there it was off about 520 points just a |
5.038 |
Jump to 19621.6 |
|
|
nearly one and three-quarters percent |
3.76 |
Jump to 19632.08 |
|
|
one of the things that i hope we can do |
4.56 |
Jump to 19677.52 |
|
|
graduated from college andy in 1979 |
5.92 |
Jump to 19814.718 |
|
|
we're relying on them we're one of them |
4.16 |
Jump to 19977.68 |
|
|
broken up i mean there are a thousand |
3.84 |
Jump to 19995.68 |
|
|
thousand foot take |
5.278 |
Jump to 19999.52 |
|
|
90 minutes left in the trading day and |
4.56 |
Jump to 20253.52 |
|
|
was down by as much as 500 slightly off |
4.878 |
Jump to 20258.08 |
|
|
aggressive fed leading to the three |
4.722 |
Jump to 20262.958 |
|
|
89.88 cents per barrel still trading |
4.758 |
Jump to 20280.12 |
|
|
chart this is a three month chart that |
5.04 |
Jump to 20293.2 |
|
|
by 4.2 million barrels per day that is a |
4.482 |
Jump to 20300.638 |
QUANTITY
4.2 million barrels
|
|
four percent over the coming year and it |
4.48 |
Jump to 20305.12 |
|
|
in another year or two but the demand is |
4.08 |
Jump to 20319.52 |
|
|
90 dollars per barrel we got to about 92 |
4.4 |
Jump to 20327.68 |
|
|
coming days but still around 90 dollars |
4.48 |
Jump to 20341.76 |
|
|
occidental petroleum up one and a half |
4.642 |
Jump to 20354.718 |
|
|
percent chevron down about one percent |
4.0 |
Jump to 20356.558 |
PERCENT
about one percent
|
|
supply only 19 days of supply which |
4.802 |
Jump to 20436.638 |
|
|
ground for toyota's versus 60 in a |
5.278 |
Jump to 20441.44 |
|
|
cars up 40.5 |
4.72 |
Jump to 20511.68 |
|
|
but near new cars those one to three |
2.558 |
Jump to 20534.32 |
|
|
prices aren't so you try to buy a 2019 a |
5.522 |
Jump to 20542.878 |
|
|
three-year-old honda it's 103 of the |
4.08 |
Jump to 20545.68 |
|
|
paying if you try to buy a 2019 toyota |
4.4 |
Jump to 20549.76 |
|
|
it's 97 |
4.158 |
Jump to 20552.48 |
|
|
three-year-old cars that's just not |
3.282 |
Jump to 20556.638 |
|
|
the late in the fourth quarter at peak |
3.92 |
Jump to 20589.12 |
|
|
15 20 000 differences in used car prices |
4.88 |
Jump to 20617.28 |
|
|
edmunds.com says in january 2021 just |
6.958 |
Jump to 20633.6 |
|
|
2.8 of new vehicles sold above sticker |
6.72 |
Jump to 20637.04 |
|
|
price last month that figure was 82 that |
6.16 |
Jump to 20640.558 |
|
|
really i mean it's i we show 86 |
4.4 |
Jump to 20658.0 |
|
|
price being paid is 700 over sticker now |
4.398 |
Jump to 20664.48 |
|
|
five thousand dollars for the third |
3.758 |
Jump to 20681.04 |
MONEY
five thousand dollars
|
|
month in a row five thousand dollars is |
4.08 |
Jump to 20682.718 |
MONEY
five thousand dollars
|
|
compared to less than two thousand |
4.16 |
Jump to 20684.798 |
CARDINAL
less than two thousand
|
|
sofi which paid more than 600 million |
4.72 |
Jump to 20865.2 |
CARDINAL
more than 600 million
|
|
to super bowl 56 here to talk more about |
5.44 |
Jump to 20872.08 |
|
|
the staples center valued at 700 |
4.96 |
Jump to 20986.48 |
|
|
reportedly 700 million dollars i mean |
3.838 |
Jump to 20989.12 |
MONEY
700 million dollars
|
|
digital and that's one thing that's |
3.52 |
Jump to 21016.0 |
|
|
in the space of sports over the last two |
4.0 |
Jump to 21021.92 |
|
|
businesses have been around for 10 20 30 |
5.12 |
Jump to 21025.92 |
|
|
u.s it's grown almost 39 |
4.718 |
Jump to 21074.0 |
|
|
you're seeing almost 150 percent |
7.2 |
Jump to 21081.84 |
PERCENT
almost 150 percent
|
|
uh to secure their first ever sweater |
6.558 |
Jump to 21130.4 |
|
|
really three categories of brand |
4.08 |
Jump to 21150.32 |
|
|
in broad strokes the first is a major |
3.44 |
Jump to 21154.4 |
|
|
off the ice and then the third category |
3.76 |
Jump to 21188.878 |
|
|
one of the fastest growing it's the |
3.118 |
Jump to 21245.52 |
|
|
200 million dollar stake in forbes |
5.28 |
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|
|
cryptocurrency exchange making a 200 |
4.958 |
Jump to 21445.92 |
|
|
million dollar investment in forbes |
4.24 |
Jump to 21448.638 |
|
|
a 630 million dollar spec deal in the |
5.76 |
Jump to 21456.878 |
|
|
first quarter and these new funds will |
4.32 |
Jump to 21460.558 |
|
|
finance will replace half of 400 million |
4.56 |
Jump to 21467.44 |
|
|
will become the second largest owner in |
5.2 |
Jump to 21484.4 |
|
|
chinese company that bought a 95 stake |
5.84 |
Jump to 21489.6 |
|
|
in the magazine back in 2014. now as |
4.8 |
Jump to 21492.4 |
|
|
of january which revealed a 7.5 increase |
5.2 |
Jump to 21737.84 |
|
|
rampant at a 40-year high plus earnings |
5.04 |
Jump to 21743.04 |
|
|
much more during today's show with 59 |
3.6 |
Jump to 21796.48 |
|
|
is thursday february 10th 2022 and i'm |
4.08 |
Jump to 21801.6 |
|
|
down by more than three 530 points or |
4.962 |
Jump to 21812.798 |
|
|
about one and a half percent the s p 500 |
5.2 |
Jump to 21815.28 |
|
|
down by about 1.8 percent and the nasdaq |
4.32 |
Jump to 21817.76 |
PERCENT
about 1.8 percent
|
|
session down two percent as we see |
3.92 |
Jump to 21822.08 |
|
|
action within the s p 500 materials |
5.038 |
Jump to 21827.6 |
|
|
today although all 11 major sectors are |
3.92 |
Jump to 21832.638 |
|
|
now down two percent you can see it |
4.162 |
Jump to 21854.958 |
|
|
going to show the futures in the s p 500 |
4.482 |
Jump to 21866.878 |
|
|
cpi print that came in at that 40-year |
4.4 |
Jump to 21873.44 |
|
|
high seven and a half percent take out |
4.08 |
Jump to 21875.76 |
|
|
food and energy still six percent |
4.32 |
Jump to 21877.84 |
|
|
would see a hundred basis points |
3.92 |
Jump to 21884.32 |
|
|
percentage point and that's only three i |
4.24 |
Jump to 21888.24 |
|
|
believe three meetings away we now have |
4.88 |
Jump to 21890.16 |
|
|
futures pricing in a 50 basis point hike |
5.838 |
Jump to 21895.04 |
|
|
in march with near 100 percent odds so |
5.36 |
Jump to 21897.92 |
|
|
tenure and we can see it's up about 14 |
4.96 |
Jump to 21903.28 |
|
|
for the tenure also looking at the five |
4.318 |
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|
|
year which is up more 14 basis points |
4.0 |
Jump to 21910.24 |
|
|
and the 30 year up |
3.362 |
Jump to 21912.558 |
|
|
the lowest of them all seven basis |
3.68 |
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|
|
second place here down two and a half |
3.36 |
Jump to 21945.04 |
|
|
today lumber up another four percent we |
4.48 |
Jump to 21970.0 |
PERCENT
another four percent
|
|
and let's see over the last 10 days we |
4.48 |
Jump to 21985.12 |
|
|
are still at about 44 40 four and a half |
4.802 |
Jump to 21986.958 |
|
|
thousand dollars and still in a minor |
4.16 |
Jump to 21989.6 |
|
|
second we've been keeping close tabs on |
3.92 |
Jump to 22002.48 |
|
|
in a second as i've been standing here |
3.36 |
Jump to 22016.48 |
|
|
want to get first your reaction to this |
3.6 |
Jump to 22055.76 |
|
|
40-year high rate of inflation |
4.56 |
Jump to 22059.36 |
|
|
what we saw starting in 2021 and then |
5.52 |
Jump to 22072.48 |
|
|
moving forward into 2022. i think a lot |
5.84 |
Jump to 22075.52 |
|
|
out and that being one of the major |
4.08 |
Jump to 22088.08 |
|
|
into the markets and so one thing that |
3.04 |
Jump to 22103.12 |
|
|
individuals are paying maybe 250 dollars |
4.322 |
Jump to 22142.958 |
|
|
points but one other element of |
4.722 |
Jump to 22168.718 |
|
|
demand perspective is one way to get a |
3.842 |
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|
|
off one of the concerns about an area |
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|
comments about 100 basis points move and |
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|
|
think you know one variable inflation |
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|
|
continued volatility and one of the |
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|
|
over fest and so leaving 2021 you could |
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|
|
so that's one of the expectations that |
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|
|
48-ish minutes left in the trading |
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|
|
we're taking a look at shares down 21 in |
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|
|
stock down 20 |
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|
|
head down had been down as much as 33 33 |
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|
|
at 57 cents and i'm not sure about the |
4.478 |
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|
|
is 30 cents so it could be a lot wider |
4.642 |
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|
|
than expected revenue came in at 361 |
4.802 |
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|
|
million that is up 77 percent year every |
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|
|
the wall street estimate of 332 and a |
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|
|
half million uh they had a net loss of |
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|
|
159.7 million and their gross |
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|
|
merchandise volume was four and a half |
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|
|
billion but the weakness i think is |
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|
|
coming from their third quarter forecast |
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|
|
they're only seeing revenue of 325 to |
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|
|
335 million estimate was for |
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|
|
334.8 million so they didn't quite catch |
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|
|
merchandise volume of 3.61 billion to |
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|
|
3.71 billion and i have a couple more |
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|
|
volume 14.5 billion to 14.78 billion |
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|
|
year revenue coming in at 1.29 billion |
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|
|
to 1.31 billion and the estimate was for |
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|
|
1.29 billion a second quarter loss of |
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|
|
159.7 million dollars does increase does |
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MONEY
159.7 million dollars
|
|
ipo and 34 million dollars in additional |
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|
|
kovit 19 cases move lower following the |
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|
|
2500 deaths on average per day so still |
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|
|
fifth of the country never really had |
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|
|
mandates how have lawsuits like the one |
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|
|
to tamp down on copen 19 cases |
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|
|
you say this there isn't any one metric |
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|
|
look at covet 19 cases hospitalizations |
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|
|
peak was 36 percent now down to 19 great |
6.958 |
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|
|
numbers but 19 still way off from where |
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|
|
five percent so what my recommendations |
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|
|
stably for at least two to four weeks |
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|
|
where you have one sort of |
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|
|
with this number one unfortunately the |
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|
|
is about two weeks ahead of where we are |
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|
|
past two years the supply chain has |
4.0 |
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|
|
shot out of two years with obviously |
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|
|
only a sort of minor seven percent price |
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|
|
are thinking about their first or last |
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|
|
over the past two years juliet so can |
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|
|
inflation in 40 years now taking a look |
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|
|
across the three major stock indices the |
3.68 |
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|
|
more than 578 points now or about 1.6 |
6.638 |
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|
|
the s p 500 down nearly two percent and |
5.12 |
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PERCENT
nearly two percent
|
|
the nasdaq composite down about 2.3 |
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|
|
action within the s p 500 we have |
4.24 |
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|
|
today's session although all 11 major |
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|
|
microsoft and home depot all three of |
4.882 |
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|
|
those stocks down by at least 2.7 |
5.122 |
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|
|
and final 24 minutes of the trading day |
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|
|
gridlock that started about two weeks |
4.08 |
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|
|
products now more than two-thirds of the |
4.882 |
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CARDINAL
more than two-thirds
|
|
511 billion dollars in goods traded |
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MONEY
511 billion dollars
|
|
new five-year plan to make five billion |
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|
|
it's part of a 7.5 billion dollar plan 5 |
4.562 |
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|
|
billion which is available right now uh |
4.08 |
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|
|
highway system uh that covers 49 states |
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|
|
approved by september 30th uh plans |
3.92 |
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|
|
will pay 80 percent of the projects |
5.52 |
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|
|
cause the 40 of all benefits to flow to |
4.96 |
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|
|
of which will be these slower level two |
3.92 |
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|
|
chargers which can only do about 25 |
4.0 |
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|
|
and that's because level 2 chargers cost |
3.04 |
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|
|
a lot less they're a few thousand |
4.4 |
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|
|
dollars cheap 3 000 to make whereas dc |
4.64 |
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|
|
can be 50 to 100 times more expensive so |
4.72 |
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|
|
research from elix partners says that 50 |
4.4 |
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|
|
billion dollars additional will be |
3.522 |
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|
|
fact that guys that we have 41 000 |
3.68 |
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|
|
the us versus more than 136 000 gas |
6.56 |
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|
|
you know brad about 10 years ago when |
3.6 |
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|
|
almost 40 000 of these chargers across |
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|
|
first mover and natural advantage versus |
3.678 |
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|
|
lately but one area that's been |
3.6 |
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|
|
move lower to start 2022. dan aaron's |
5.2 |
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|
|
some form in 40 states |
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|
|
2019 |
3.202 |
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|
|
these companies are multi-billion dollar |
6.16 |
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|
|
all four or five or six or seven |
6.562 |
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CARDINAL
four or five or six or seven
|
|
but those are really the five |
3.2 |
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|
|
in 2022 are anticipated to |
5.84 |
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|
|
and about 70 percent of the u.s |
3.68 |
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|
|
acceleratingly so with just about nine |
3.72 |
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|
|
dow it's down more than 600 points right |
5.12 |
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|
|
one point seven percent a little over |
3.44 |
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PERCENT
one point seven percent
|
|
one point six percent we'll round that |
4.398 |
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PERCENT
one point six percent
|
|
off too 92 points lower for the s p 500 |
3.92 |
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|
|
2 |
3.362 |
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|
|
down by more than 2.3 percent |
6.32 |
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PERCENT
more than 2.3 percent
|
|
340-ish points in the red as we continue |
5.16 |
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|
|
looking at the s p 500 intraday you can |
3.842 |
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|
|
right now you can see since about the 10 |
4.238 |
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|
|
off from the 20 or 4600 level two times |
4.878 |
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|
|
taking it on the chin down 2.8 percent |
4.558 |
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|
|
to two percent so is microsoft and |
5.28 |
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|
|
down three percent and we're starting to |
3.6 |
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|
|
contemplate 50 basis points in march |
6.0 |
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|
|
industrial average down by nearly 500 |
5.118 |
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|
|
points or about 1.4 percent it is off |
4.24 |
Jump to 25258.16 |
PERCENT
about 1.4 percent
|
|
barely the s p 500 also down by about |
5.84 |
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|
|
1.8 percent and the nasdaq composite |
5.84 |
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|
|
down by about two percent now taking a |
5.76 |
Jump to 25268.24 |
PERCENT
about two percent
|
|
look at the sector action in the s p 500 |
4.64 |
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|
|
to the downside in the s p 500 all |
4.798 |
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|
|
amazing 11 major sectors still in |
3.762 |
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|
|
stock down by about 3.9 percent followed |
6.0 |
Jump to 25300.16 |
PERCENT
about 3.9 percent
|
|
10. |
3.0 |
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|
|
the red by about one and a half percent |
5.762 |
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|
|
526 points lower on the day for the dow |
5.878 |
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|
|
the s p 500 also settles down by about |
4.0 |
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|
|
1.8 |
3.202 |
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|
|
83 points in the red and then |
3.68 |
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|
|
tech heavy average goes down 304 points |
6.24 |
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|
|
2.1 percent in negative territory want |
4.958 |
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|
|
two upside surprises within the last |
5.12 |
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|
|
you know while calls for a 50 basis |
4.402 |
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|
|
markets if they do decide to raise 50 |
5.28 |
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|
|
so bullard fed member bullard saying 100 |
5.678 |
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|
|
the second quarter that's not out of the |
3.92 |
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|
|
admitted that we're running at seven and |
3.922 |
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|
|
when inflation has been above seven |
4.16 |
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|
|
been between 10 and 12 times compared to |
4.4 |
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CARDINAL
between 10 and 12
|
|
20 times today now i don't think we're |
3.6 |
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|
|
likely path forward now for the first |
4.642 |
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|
|
but we also think that uh this first |
5.598 |
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|
|
but again you know first quarter should |
4.478 |
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|
|
five percent this year but cooling so |
5.12 |
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|
|
raise interest rates probably 25 basis |
5.438 |
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|
|
points in march and then three more 25 |
5.36 |
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|
|
for ages 12 to 17 saying that the |
5.92 |
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|
|
vaccine is proving 82 percent effective |
4.32 |
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|
|
we've seen with that 18 and older filing |
6.718 |
Jump to 25782.0 |
|
|
is the fourth vaccine from that initial |
5.36 |
Jump to 25817.84 |
|
|
were up one percent in after hours |
3.762 |
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|
|
here four percent up in after hours |
4.0 |
Jump to 25852.16 |
|
|
in at a dollar six versus the estimates |
6.16 |
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|
|
of 60 cents so basically up about 40 45 |
6.802 |
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|
|
percent for that number it was 2.64 |
5.522 |
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|
|
cents euro it was a loss of 2.64 cents |
4.8 |
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|
|
pandemic woes revenue 2.28 billion |
5.2 |
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|
|
versus 920 million a year ago the |
4.802 |
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|
|
estimate was for about the same 2.29 |
3.84 |
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|
|
billion and when you break it down |
3.44 |
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|
|
1.73 billion estimate was for 1.84 |
5.32 |
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|
|
billion and then business business |
3.36 |
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|
|
beat 481 million they beat by about 30 |
4.96 |
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|
|
million there and finally travago |
3.842 |
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|
|
revenue that came in at 99 million |
4.638 |
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|
|
versus a hundred nine point two million |
4.64 |
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CARDINAL
a hundred nine point two million
|
|
expected so about ten ten million short |
4.242 |
Jump to 25902.878 |
|
|
gross bookings seventeen dollars and |
4.962 |
Jump to 25908.878 |
|
|
forty six cents uh seventeen point four |
4.96 |
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CARDINAL
seventeen point four
|
|
six billion dollars hopefully it wasn't |
4.48 |
Jump to 25913.84 |
MONEY
six billion dollars
|
|
was for about 2 billion higher 19.46 |
6.0 |
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MONEY
about 2 billion higher
|
|
billion also room stayed that was up 74 |
4.322 |
Jump to 25920.878 |
|
|
wall street was hoping for 97 percent |
4.88 |
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|
|
ebitda coming in at 479 million versus a |
5.84 |
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|
|
loss of 160 million a year ago the |
5.0 |
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|
|
390.2 million so about 80 90 billion |
6.282 |
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|
|
yeah 80 million dollar beat right there |
4.722 |
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|
|
recovery in 2022 barring a change in the |
5.28 |
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|
|
up uh four percent in after i was |
3.678 |
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|
|
for the fourth quarter revenue coming in |
5.76 |
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|
|
at 3.88 billion versus 789 million a |
6.64 |
Jump to 26004.4 |
|
|
in at 483.2 million the estimate was for |
4.438 |
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|
|
481.9 million their premier agent |
4.32 |
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|
|
353.8 million estimate was for a bit |
4.802 |
Jump to 26019.798 |
|
|
higher by about five six million dollars |
5.122 |
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CARDINAL
about five six million dollars
|
|
359.4 million and then home segment that |
5.32 |
Jump to 26024.6 |
|
|
revenue came in at 3.35 billion the |
5.038 |
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|
|
estimate was for quite a bit lower 2.31 |
4.32 |
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|
|
billion so that's where those gains were |
3.442 |
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|
|
finally 50.8 million and that is what |
4.32 |
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|
|
up about four percent in after hours |
4.0 |
Jump to 26055.76 |
PERCENT
about four percent
|
|
trading and we will chart this one at as |
4.64 |
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|
|
down they had some problems with one of |
2.478 |
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|
|
regroup here over the last two years you |
4.162 |
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|
|
1700 walmarts it's incredible but you're |
4.24 |
Jump to 26256.478 |
|
|
isn't our first big retailer we're also |
3.84 |
Jump to 26271.68 |
|
|
in over a thousand doors with bed bath |
3.84 |
Jump to 26273.6 |
|
|
emma we've seen four legacy household |
3.438 |
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|
|
of the day is is also one of those |
3.76 |
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|
|
at a walmart level so starting at six |
5.038 |
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|
|
first over and over and over again |
4.32 |
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|
|
a favorite one that you've worked with |
3.118 |
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|
|
back 10 years with chris jenner and so |
5.28 |
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|
|
the two of them |
3.36 |
Jump to 26953.84 |
|
|
this afternoon we'll be back at 3 p.m |
3.362 |
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|
|
about three and a half years ago my |
4.958 |
Jump to 27209.92 |
CARDINAL
about three and a
|
|
30 to 40 years in media |
5.36 |
Jump to 27241.92 |
|
|
uh half a million people with a very |
6.0 |
Jump to 27264.398 |
|
|
doing and we now have about 35 people |
4.84 |
Jump to 27314.84 |
|
|
with news 24 7 and a lot of it is really |
5.68 |
Jump to 27398.718 |
|
|
one of the things that i hope we can do |
4.56 |
Jump to 27761.44 |
|
|
andy in 1979 |
4.798 |
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|
|
we're relying on them we're one of them |
3.198 |
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|
|
broken up i mean there are a thousand |
3.84 |
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|
|
thousand foot take |
5.278 |
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|
|
that more than 60 |
3.122 |
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|
|
one of the fairest elections in our |
5.36 |
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|
|
be more serious in 2024 and so it's |
6.16 |
Jump to 28349.52 |
|
|
think one of them is |
4.642 |
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|
|
quilt you know by 2044 |
4.8 |
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|
|
to just one audience or the other |
5.92 |
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|
|
question but i think it's one that |
4.798 |
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|
|
the fact that in 2006 it was such a big |
3.682 |
Jump to 28708.398 |
|
|
uh whether it was asking that i had a 50 |
5.12 |
Jump to 28766.08 |
|
|
50 division of labor on the today show |
3.52 |
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|
|
first solo female anchor of an evening |
5.2 |
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|
|
batted a thousand for |
4.8 |
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|
|