Good Friday morning it is 9 A.M here in |
4.981 |
Jump to 121.439 |
DATE
Friday
TIME
morning
|
are three things you need to know this |
4.201 |
Jump to 128.459 |
CARDINAL
three
|
strength to strength the S P 500 closed |
4.679 |
Jump to 134.7 |
ORG
the S P 500
|
in August 2022 highs yesterday now |
5.399 |
Jump to 136.98 |
DATE
August 2022
DATE
yesterday
|
within a hair of 4200 that though is the |
4.561 |
Jump to 139.379 |
CARDINAL
4200
|
number two another issue that investors |
3.54 |
Jump to 168.66 |
CARDINAL
number two
|
thing number three Disney's Feud with |
4.019 |
Jump to 205.8 |
CARDINAL
three
ORG
Disney
|
a billion dollar office complex in |
4.02 |
Jump to 213.42 |
MONEY
billion dollar
|
bring around 2 000 jobs from California |
4.799 |
Jump to 217.44 |
CARDINAL
around 2 000
GPE
California
|
jumped 26 percent where Target saw |
5.34 |
Jump to 250.799 |
PERCENT
26 percent
ORG
Target
|
second straight quarter so what does |
3.78 |
Jump to 257.88 |
|
kind of summarize this in one words I |
5.22 |
Jump to 281.82 |
CARDINAL
one
|
grown earning 76 year over year the |
6.06 |
Jump to 306.18 |
DATE
76 year
|
brick and mortar index minus one percent |
5.099 |
Jump to 309.66 |
|
down on that I talked to one of the |
5.641 |
Jump to 427.139 |
CARDINAL
one
|
talk with uh one of the team members of |
5.579 |
Jump to 434.52 |
|
the first to you just anything about the |
3.48 |
Jump to 456.24 |
ORDINAL
first
|
earnings season in a Q3 2023 recession |
6.479 |
Jump to 461.22 |
DATE
season
DATE
2023
|
yeah I was one of those consumers of |
3.54 |
Jump to 530.64 |
|
had one percent GDP growth in q1 suppose |
5.46 |
Jump to 559.26 |
PERCENT
one percent
|
that goes to minus 0.5 or even minus one |
4.56 |
Jump to 562.2 |
CARDINAL
minus 0.5
|
inflation comes in at 2.75 and we don't |
5.28 |
Jump to 566.76 |
CARDINAL
2.75
|
down to two percent I think we're in |
3.78 |
Jump to 572.04 |
PERCENT
two percent
|
12 years now so I but they want another |
4.08 |
Jump to 657.66 |
DATE
12 years
|
that I read the other day that a fourth |
5.34 |
Jump to 676.86 |
ORDINAL
fourth
|
excuse me a third of Americans uh under |
6.24 |
Jump to 679.14 |
CARDINAL
a third
NORP
Americans
|
the age of 10 don't know what it's like |
5.879 |
Jump to 682.2 |
CARDINAL
10
|
twin four and a half year olds they |
3.66 |
Jump to 690.06 |
DATE
four and a half year olds
|
corporate America more widely S P 500 |
3.54 |
Jump to 775.68 |
GPE
America
|
Hyman first Year's Global investment |
4.62 |
Jump to 788.279 |
DATE
first Year's
|
what we've been thinking about is first |
3.36 |
Jump to 814.44 |
ORDINAL
first
|
plot PE multiples against a three and a |
4.081 |
Jump to 843.899 |
ORG
PE
CARDINAL
three
|
half to four percent ten year you get 18 |
5.46 |
Jump to 846.24 |
PERCENT
half to four percent
DATE
ten year
CARDINAL
18
|
to 20. and we were at 18 we're at 19 now |
6.539 |
Jump to 847.98 |
CARDINAL
20
CARDINAL
18
CARDINAL
19
|
so 20 would be five point something |
4.98 |
Jump to 851.7 |
CARDINAL
20
CARDINAL
five
|
the S P 500 for several quarters now and |
4.86 |
Jump to 862.62 |
ORG
the S P 500
DATE
several quarters
|
valued again 18 to 20 is an appropriate |
4.8 |
Jump to 884.94 |
CARDINAL
18 to 20
|
seeing forecasted earnings growth 23 |
5.64 |
Jump to 895.8 |
CARDINAL
23
|
over 2022 consensus is flat so if we're |
4.8 |
Jump to 898.26 |
DATE
2022
|
coming in minus two minus three percent |
4.259 |
Jump to 901.44 |
|
S P 500 dividend aristocrats the p is |
5.4 |
Jump to 922.86 |
CARDINAL
500
|
about 20 discount to the market and for |
3.659 |
Jump to 925.86 |
CARDINAL
about 20
|
the last three quarters they've been |
4.319 |
Jump to 928.26 |
DATE
the last three quarters
|
you will of the S P 500 do you think |
4.32 |
Jump to 957.42 |
ORG
the S P 500
|
think there's a challenge here so first |
3.539 |
Jump to 963.6 |
ORDINAL
first
|
got to switch gears as three is a magic |
4.919 |
Jump to 998.1 |
CARDINAL
three
|
number so we're bringing you three major |
4.32 |
Jump to 1000.98 |
CARDINAL
three
|
Disney headlines to end the week first |
5.401 |
Jump to 1003.019 |
ORG
Disney
DATE
the week first
|
and going poof on a one billion dollar |
5.279 |
Jump to 1014.42 |
MONEY
one billion dollar
|
more than 2 000 jobs to the state |
4.38 |
Jump to 1019.699 |
CARDINAL
more than 2 000
|
Economic Opportunity headline two for |
4.74 |
Jump to 1024.079 |
CARDINAL
two
|
dozens of shows on May 26th shares of |
5.58 |
Jump to 1062.12 |
CARDINAL
dozens
DATE
May 26th
|
lower pre-market by about six tenths of |
3.9 |
Jump to 1067.7 |
CARDINAL
about six tenths
|
since 1960 the debt limit has been |
4.8 |
Jump to 1082.4 |
DATE
1960
|
raised over 70 times though after |
4.441 |
Jump to 1084.799 |
CARDINAL
70
|
think we all agree on that one here to |
3.18 |
Jump to 1093.2 |
|
it's been 20 years since we've passed a |
4.38 |
Jump to 1133.1 |
DATE
20 years
|
under President Trump the three times |
3.12 |
Jump to 1152.6 |
PERSON
Trump
CARDINAL
three
|
going to run US 10 and a half trillion |
3.66 |
Jump to 1222.62 |
GPE
US
DATE
10 and a half trillion
|
one-year breakage of inflation that has |
4.199 |
Jump to 1301.22 |
DATE
one-year
|
come down all the way to two percent in |
4.68 |
Jump to 1302.9 |
PERCENT
two percent
|
been for the first time since the since |
4.02 |
Jump to 1307.58 |
ORDINAL
first
|
1960 M2 the money supply has shrunk so |
6 |
Jump to 1311.6 |
DATE
1960
|
inflation in the first place and then |
3.839 |
Jump to 1343.34 |
ORDINAL
first
|
short short run over the next two years |
3.66 |
Jump to 1357.2 |
DATE
the next two years
|
commission that would look at three |
4.319 |
Jump to 1371.6 |
CARDINAL
three
|
things one how to deal with kind of the |
4.02 |
Jump to 1373.1 |
|
in the banking sector two coming up with |
4.441 |
Jump to 1381.799 |
CARDINAL
two
|
Security Medicare and taxes and three |
4.981 |
Jump to 1387.799 |
ORG
Security Medicare
CARDINAL
three
|
Stanley's board has identified three |
4.201 |
Jump to 1507.679 |
ORG
Stanley
CARDINAL
three
|
Gorman's been CEO since 2010 that makes |
4.98 |
Jump to 1515.78 |
ORG
Gorman
DATE
2010
|
him one of the longest running U.S Bank |
5.64 |
Jump to 1518.6 |
CARDINAL
one
ORG
U.S Bank
|
CEOs he is by the way 64 years old but |
4.919 |
Jump to 1520.76 |
DATE
64 years old
|
there since 2010. yeah the benches are |
4.98 |
Jump to 1570.98 |
DATE
2010
|
long list of s p 500 companies beating |
3.841 |
Jump to 1606.799 |
CARDINAL
500
|
sees them falling six and a half percent |
4.92 |
Jump to 1787.22 |
DATE
six and a half
|
to eight percent on an annual basis and |
4.38 |
Jump to 1789.2 |
PERCENT
eight percent
DATE
annual
|
at the shares moving lower by 24 percent |
5.159 |
Jump to 1795.5 |
PERCENT
24 percent
|
worth calling out here number one this |
3.721 |
Jump to 1800.659 |
CARDINAL
number one
|
taking place on one of the other d2c or |
6.841 |
Jump to 1844.279 |
CARDINAL
one
|
about four percent that's square foot |
2.221 |
Jump to 1877.399 |
PERCENT
about four percent
|
there's one more really important thing |
2.579 |
Jump to 1878.6 |
CARDINAL
one
|
about a fifth of one percent I do want |
5.46 |
Jump to 1936.98 |
CARDINAL
about a fifth
|
to offer one caveat for today it's a |
4.68 |
Jump to 1939.44 |
CARDINAL
one
DATE
today
|
green on the day we are up by about one |
3.24 |
Jump to 1974.059 |
CARDINAL
about one
|
tenth of a percent right now we'll see |
2.52 |
Jump to 1976.1 |
|
Composite though over the past four days |
2.64 |
Jump to 1978.62 |
DATE
the past four days
|
it's up by about 2.8 percent past four |
4.26 |
Jump to 1981.26 |
PERCENT
about 2.8 percent
CARDINAL
four
|
that Higher by about one tenth of a |
3.959 |
Jump to 1987.44 |
CARDINAL
about one tenth
|
percent S P 500 that too past four days |
5.279 |
Jump to 1988.88 |
|
looking good net higher 1.7 percent and |
4.801 |
Jump to 1991.399 |
PERCENT
1.7 percent
|
two tenths of a percent let's take a |
4.14 |
Jump to 1996.2 |
CARDINAL
two tenths
|
look at the 11 S P 500 sectors here out |
4.919 |
Jump to 1997.64 |
ORG
the 11 S P 500
|
11 sectors we've got them loaded up here |
2.94 |
Jump to 2003.88 |
CARDINAL
11
|
five days just to see how it's been |
2.88 |
Jump to 2027.1 |
DATE
five days
|
higher over the past five days by about |
3.36 |
Jump to 2029.98 |
DATE
the past five days
|
2.8 percent here but leading the pack |
3.96 |
Jump to 2031.48 |
PERCENT
2.8 percent
|
here today you've got energy about 10 |
4.319 |
Jump to 2033.34 |
DATE
today
CARDINAL
about 10
|
out of 11 S P 500 sectors in positive |
3.78 |
Jump to 2035.44 |
CARDINAL
500
|
about three tenths of a percent and then |
3.601 |
Jump to 2050.619 |
CARDINAL
about three tenths
|
additionally you've got Tesla up four |
3.121 |
Jump to 2052.419 |
CARDINAL
four
|
Applied Materials by about 1.7 percent |
4.319 |
Jump to 2068.32 |
ORG
Applied Materials
PERCENT
about 1.7 percent
|
second I didn't realize we were doing |
3 |
Jump to 2072.639 |
|
1.1 percent it could be a lot better |
4.561 |
Jump to 2075.639 |
PERCENT
1.1 percent
|
investments in 2023 some of the |
4.38 |
Jump to 2134.26 |
DATE
2023
|
than 20 major new products since they |
5.159 |
Jump to 2143.2 |
|
formed their icaps group about four |
4.38 |
Jump to 2145.78 |
CARDINAL
about four
|
reporting a 36 rise in second quarter |
4.5 |
Jump to 2201.94 |
CARDINAL
36
DATE
second quarter
|
year and those Shares are up about four |
4.32 |
Jump to 2211.72 |
CARDINAL
about four
|
large act really going to be one of the |
4.5 |
Jump to 2239.619 |
|
fiscal 2023 the company looking for that |
6.48 |
Jump to 2244.119 |
DATE
fiscal 2023
|
to move higher up roughly 10 percent so |
5.58 |
Jump to 2247.18 |
PERCENT
roughly 10 percent
|
said that's going to be a flat up five |
4.02 |
Jump to 2257.079 |
CARDINAL
five
|
for precision and AG up by about 20 |
4.56 |
Jump to 2282.46 |
ORG
AG
CARDINAL
about 20
|
year 2023. a few notes out this morning |
4.559 |
Jump to 2292.3 |
DATE
year 2023
TIME
this morning
|
ironically one of the hot areas that has |
4.68 |
Jump to 2361.48 |
|
raise it the one following that like |
3.42 |
Jump to 2393.04 |
|
down to two percent not just that |
4.321 |
Jump to 2410.619 |
PERCENT
two percent
|
10-year break evens or five-year |
4.62 |
Jump to 2413.02 |
DATE
10-year
DATE
five-year
|
break-evens Break Even inflation for one |
4.98 |
Jump to 2414.94 |
CARDINAL
one
|
and two year is come down to two percent |
4.439 |
Jump to 2417.64 |
DATE
two year
PERCENT
two percent
|
you know four percent Plus in the one |
3.36 |
Jump to 2433.06 |
CARDINAL
one
|
and two year space you know you're going |
3.119 |
Jump to 2434.74 |
DATE
two year
|
IG spreads are at about 145 basis points |
5.58 |
Jump to 2456.88 |
ORG
IG
CARDINAL
about 145
|
net debt to ebitda for the S P 500 is |
6.24 |
Jump to 2466.48 |
ORG
the S P 500
|
one times it's three times on average so |
5.58 |
Jump to 2469.48 |
CARDINAL
one
CARDINAL
three
|
think one of the issues is particularly |
3.66 |
Jump to 2480.16 |
CARDINAL
one
|
our seven eight nine percent and now |
5.88 |
Jump to 2597.52 |
|
that's cut down to four uh you a normal |
6.72 |
Jump to 2599.619 |
CARDINAL
four
|
fed funds at two and the tenure at four |
5.101 |
Jump to 2606.339 |
ORG
fed
CARDINAL
two
CARDINAL
four
|
five percent in money markets is you're |
4.98 |
Jump to 2611.44 |
PERCENT
five percent
|
that may go on for six to 12 months now |
4.74 |
Jump to 2616.42 |
DATE
six to 12 months
|
for the 9 A.M hour thanks so much thank |
4.44 |
Jump to 2659.26 |
|
construction of a billion dollar office |
6.74 |
Jump to 2676.3 |
MONEY
billion dollar
|
and this does come on the heels of two |
4.92 |
Jump to 2859.3 |
CARDINAL
two
|
averages the NASDAQ and S P 500 hit |
4.861 |
Jump to 2865.839 |
ORG
NASDAQ
|
company purchasing approximately 200 |
5.519 |
Jump to 2892.3 |
CARDINAL
approximately 200
|
million dollars raising its total stake |
5.7 |
Jump to 2895.3 |
|
to a whopping 12.7 billion dollars now |
5.341 |
Jump to 2897.819 |
MONEY
12.7 billion dollars
|
Buffett's conglomerate controls over 20 |
5.22 |
Jump to 2901 |
PERSON
Buffett
|
we saw sharer's pop a whopping 20 |
4.56 |
Jump to 2914.74 |
CARDINAL
20
|
first quarter Revenue that was up eight |
4.26 |
Jump to 2924.28 |
CARDINAL
eight
|
nearly one billion dollar office complex |
4.26 |
Jump to 2985.72 |
MONEY
nearly one billion dollar
|
plans to relocate 2 000 california-based |
5.939 |
Jump to 3042.66 |
GPE
california
|
first announced in July 2021 under the |
5.399 |
Jump to 3058.2 |
ORDINAL
first
DATE
July 2021
|
campus was supposed to open between 2022 |
5.701 |
Jump to 3063.599 |
CARDINAL
between 2022
|
2023 That Was Then delayed to 2026 and |
5.22 |
Jump to 3065.94 |
DATE
2023
DATE
2026
|
campus nearly two years ago nothing ever |
3.9 |
Jump to 3080.76 |
DATE
nearly two years ago
|
about two percent right now and you know |
4.5 |
Jump to 3145.2 |
PERCENT
about two percent
|
this fight in particular that's one |
3.601 |
Jump to 3190.079 |
CARDINAL
one
|
charge of 1.5 to 1.8 billion as they |
4.86 |
Jump to 3235.8 |
QUANTITY
1.5 to 1.8 billion
|
profitability and be number one in the |
4.8 |
Jump to 3251.46 |
|
reason minus two at least mine |
3.799 |
Jump to 3275.52 |
CARDINAL
minus two
|
some movers on this witching Friday 1.7 |
4.381 |
Jump to 3327.359 |
DATE
Friday
CARDINAL
1.7
|
billion dollars worth of derivatives are |
4.679 |
Jump to 3329.94 |
|
not even 30 minutes into the session but |
4.24 |
Jump to 3499.46 |
TIME
30 minutes
|
wanted to zero in on some specific stuff |
3.181 |
Jump to 3501.599 |
CARDINAL
zero
|
here first of all I'm looking at the |
2.34 |
Jump to 3503.7 |
ORDINAL
first
|
West Bancorp now up by about 35 percent |
4.019 |
Jump to 3516.54 |
GPE
West Bancorp
PERCENT
about 35 percent
|
that two-month view about since we got |
5.101 |
Jump to 3520.559 |
DATE
two-month
|
right so here's the two-month chart |
4.679 |
Jump to 3525.66 |
DATE
two-month
|
still down about 34 but coming up off of |
5.041 |
Jump to 3527.099 |
CARDINAL
about 34
|
two-month chart for Western Alliance |
3.48 |
Jump to 3536.7 |
DATE
two-month
ORG
Western Alliance
|
about 12 and a half percent but still |
4.02 |
Jump to 3545.52 |
CARDINAL
about 12 and a half
|
28 remember it talked about getting a |
5.52 |
Jump to 3552 |
CARDINAL
28
|
been an interesting one in that sense |
4.381 |
Jump to 3568.079 |
|
about a half of one percent five days it |
6.24 |
Jump to 3594.599 |
CARDINAL
about a half
DATE
five days
|
is up about one two percent and year to |
5.401 |
Jump to 3597.839 |
CARDINAL
about one two
DATE
year
|
everyone a big change is coming at one |
5.041 |
Jump to 3606.359 |
CARDINAL
one
|
of wall Street's Big Five investment |
3.6 |
Jump to 3609.78 |
|
10 a.m how are you welcome back to Yahoo |
3.78 |
Jump to 3785.579 |
CARDINAL
10
ORG
Yahoo
|
right now for the Dow the S P 500 and |
4.68 |
Jump to 3795.48 |
|
the NASDAQ the S P 500 on a percentage |
4.379 |
Jump to 3797.7 |
|
basis leading the way up three tenths of |
3.48 |
Jump to 3800.16 |
CARDINAL
three tenths
|
seeing the Dow Higher by about 50 points |
4.979 |
Jump to 3803.64 |
CARDINAL
about 50
|
two 2.1 trillion dollars uh that |
4.86 |
Jump to 3838.02 |
MONEY
two 2.1 trillion dollars
|
one they just weren't going out and |
2.82 |
Jump to 3844.2 |
|
about uh two about three quarters of |
5.1 |
Jump to 3851.04 |
CARDINAL
about uh two
|
that has been spent there's about 500 |
4.981 |
Jump to 3853.799 |
CARDINAL
about 500
|
billion dollars left in that excess |
5.159 |
Jump to 3856.14 |
|
year or the very beginning of 2024 and I |
5.28 |
Jump to 3866.7 |
DATE
year
DATE
2024
|
what people are paying for cars forty |
3.18 |
Jump to 3885.48 |
|
eight thousand dollars is the average |
3.419 |
Jump to 3887.4 |
MONEY
eight thousand dollars
|
excess savings is one of the things that |
3.48 |
Jump to 3911.46 |
|
the first quarter first half of 2024 |
4.56 |
Jump to 3918.9 |
DATE
the first quarter first half of 2024
|
difference is in 2020 when people were |
4.02 |
Jump to 3936.96 |
DATE
2020
|
more than five trillion dollars worth of |
4.02 |
Jump to 3948.24 |
MONEY
more than five trillion dollars
|
the Great Recession in 2008 and 2009 |
5.341 |
Jump to 3955.799 |
EVENT
the Great Recession
DATE
2008
DATE
2009
|
the American Rescue plan that is the one |
4.619 |
Jump to 3983.46 |
NORP
American
CARDINAL
one
|
March of 2021. that may have been |
4.5 |
Jump to 3990.359 |
DATE
March of 2021
|
unnecessary that may have been one |
4.26 |
Jump to 3992.819 |
CARDINAL
one
|
recession discussion first Joe so it |
4.74 |
Jump to 4036.559 |
PERSON
Joe
|
well we're not in one now and our model |
4.32 |
Jump to 4044.299 |
|
says the first chance that we would fall |
4.321 |
Jump to 4046.579 |
ORDINAL
first
|
into one would be early next year so a |
4.2 |
Jump to 4048.619 |
DATE
early next year
|
Rick said you know the five trillion |
4.98 |
Jump to 4052.819 |
PERSON
Rick
|
dollars put on the table was the first |
3.841 |
Jump to 4055.819 |
ORDINAL
first
|
two huge too many dollars chasing too |
4.56 |
Jump to 4079.4 |
CARDINAL
two
|
few goods that half a trillion that we |
4.141 |
Jump to 4081.619 |
|
Trent at around 1.8 percent an economy |
4.561 |
Jump to 4091.099 |
PERCENT
around 1.8 percent
|
two trillion to half a trillion in a |
3.6 |
Jump to 4123.98 |
CARDINAL
two trillion to half a trillion
|
the year and say CPI is around three |
4.681 |
Jump to 4130.759 |
DATE
the year
CARDINAL
three
|
four percent well you know what's going |
4.379 |
Jump to 4135.44 |
PERCENT
four percent
|
one percent increase in real wages at |
3.661 |
Jump to 4142.219 |
PERCENT
one percent
|
moving between three and four percent |
4.321 |
Jump to 4160.279 |
|
the one metric that I would go to would |
4.38 |
Jump to 4201.02 |
CARDINAL
one
|
be the 13-week moving average of initial |
5.1 |
Jump to 4203.48 |
DATE
13-week
|
layoffs but we know that within eight |
4.14 |
Jump to 4209.78 |
CARDINAL
eight
|
or two and a half million workers short |
5.04 |
Jump to 4271.159 |
DATE
two and a half million
|
lot of people 55 and older out of the |
5.34 |
Jump to 4284.42 |
|
when I see half a trillion on the table |
3.48 |
Jump to 4294.02 |
|
inflation is sitting at 4.9 percent if |
5.401 |
Jump to 4306.199 |
PERCENT
4.9 percent
|
down to three by the end of the year |
2.7 |
Jump to 4311.6 |
CARDINAL
three
DATE
the end of the year
|
discussion from the one we're having now |
4.5 |
Jump to 4329.9 |
|
but I one would think in 2024 and 2025 |
4.92 |
Jump to 4331.52 |
DATE
2024
DATE
2025
|
that's going to be one of the primary |
3.839 |
Jump to 4334.4 |
|
meeting and give it two or three months |
4.14 |
Jump to 4385.34 |
DATE
two or three months
|
hikes and I would expect one or two more |
4.5 |
Jump to 4421.34 |
CARDINAL
one
CARDINAL
two
|
we're getting down to you know three or |
4.139 |
Jump to 4428.06 |
CARDINAL
three
|
even below three on CPI and we're |
4.799 |
Jump to 4429.86 |
CARDINAL
three
|
sitting at three and a half to four on |
4.861 |
Jump to 4432.199 |
DATE
three and a half to four
|
probably talking about one to one and a |
3.24 |
Jump to 4469.04 |
|
what's happening that's one of the |
3.899 |
Jump to 4478.76 |
CARDINAL
one
|
we get to three percent |
4.56 |
Jump to 4482.659 |
PERCENT
three percent
|
and I think three percent makes a lot of |
4.02 |
Jump to 4492.32 |
PERCENT
three percent
|
sense because in order to get the two |
3.24 |
Jump to 4494.9 |
CARDINAL
two
|
female labor force participation rate 25 |
4.84 |
Jump to 4505.48 |
CARDINAL
25
|
to 54 here's another Phantom high at |
4.56 |
Jump to 4508.4 |
CARDINAL
54
ORG
Phantom
|
77.5 percent and that's well below the |
5.28 |
Jump to 4510.32 |
PERCENT
77.5 percent
|
near 90 of their male cohorts but I |
4.32 |
Jump to 4512.96 |
CARDINAL
90
|
one more really quick point to go back |
3.719 |
Jump to 4534.98 |
CARDINAL
one
|
it's stopping and then does another one |
3.48 |
Jump to 4545.9 |
CARDINAL
one
|
news on June 14th when the FED releases |
4.86 |
Jump to 4581.78 |
DATE
June 14th
ORG
FED
|
and let's take a look at one training |
3.36 |
Jump to 4634.76 |
CARDINAL
one
|
slowing delivery sales that fell nine |
4.38 |
Jump to 4641.54 |
CARDINAL
nine
|
second half of beer to be stronger for |
6 |
Jump to 4647.9 |
CARDINAL
half
|
sponsored by flexshares all three major |
5.04 |
Jump to 4820.04 |
CARDINAL
three
|
pushed the S P 500 to its highest since |
5.88 |
Jump to 4834.5 |
ORG
the S P 500
|
a third one percent |
4.5 |
Jump to 4840.38 |
ORDINAL
third
|
to 450 miles which is about 100 miles |
5.16 |
Jump to 4866.42 |
QUANTITY
450 miles
QUANTITY
about 100 miles
|
there's gonna be another 350 mile range |
3.66 |
Jump to 4878.12 |
QUANTITY
350 mile
|
entry level 125 142 000 and then 75 000 |
4.38 |
Jump to 4888.98 |
CARDINAL
125
CARDINAL
75 000
|
for the mid level and seventy nine |
4.14 |
Jump to 4891.86 |
CARDINAL
seventy nine
|
thousand five for the higher and 450 |
4.74 |
Jump to 4893.36 |
CARDINAL
450
|
they want to make about a million EV run |
4.56 |
Jump to 4940.88 |
|
rate by 2025. AFS and Reuters says it |
5.28 |
Jump to 4942.32 |
DATE
2025
ORG
AFS
ORG
Reuters
|
might be around 600 000 because of the |
3.96 |
Jump to 4945.44 |
CARDINAL
around 600 000
|
ramp up of their three battery factories |
4.02 |
Jump to 4947.6 |
CARDINAL
three
|
to make a million so |
3.779 |
Jump to 4954.44 |
CARDINAL
a million
|
going to hit that million EV run rate by |
4.14 |
Jump to 4959.36 |
|
2025 so something to watch here as we |
4.5 |
Jump to 4961.219 |
DATE
2025
|
can actually make a million batteries by |
4.5 |
Jump to 4990.199 |
|
that 2025 deadline so uh but it always |
4.979 |
Jump to 4991.76 |
DATE
2025
|
before June 1st that's been the big |
5.24 |
Jump to 5014.38 |
DATE
June 1st
|
from one Bradley to another welcome good |
4.02 |
Jump to 5195.639 |
CARDINAL
one
PRODUCT
Bradley
|
um you know I think in 2021 he said I'll |
3 |
Jump to 5221.32 |
DATE
2021
|
be around for maybe another three years |
3 |
Jump to 5223 |
DATE
another three years
|
but definitely not five |
3.78 |
Jump to 5224.32 |
CARDINAL
five
|
there's three obviously clear contenders |
2.52 |
Jump to 5239.98 |
CARDINAL
three
|
business since 2009 2010 |
3.179 |
Jump to 5251.98 |
DATE
2009 2010
|
three since uh Jonathan Parson left uh |
3.54 |
Jump to 5285.699 |
CARDINAL
three
PERSON
Jonathan Parson
|
Diamond's always the first one that |
4.301 |
Jump to 5360.659 |
ORDINAL
first
|
talking about I'm just gonna say five |
3.12 |
Jump to 5366.82 |
CARDINAL
five
|
business 20 years ago but the Smith |
3.36 |
Jump to 5415.48 |
DATE
20 years ago
PERSON
Smith
|
I think if you know 20 years ago you |
3.78 |
Jump to 5433.3 |
DATE
20 years ago
|
something that matures on May 30th or |
5.1 |
Jump to 5530.139 |
DATE
May 30th
|
May 30 or you know the end of May versus |
5.46 |
Jump to 5532.96 |
DATE
May 30
DATE
May
|
June 1st is you know Gap there is huge |
5.041 |
Jump to 5535.239 |
DATE
June 1st
|
its bills come June 1st so |
4.261 |
Jump to 5541.179 |
DATE
June 1st
|
um and one point that you know I heard |
3.36 |
Jump to 5587.56 |
|
as one of the few bipartisans issues |
3.78 |
Jump to 5629.08 |
CARDINAL
one
|
speak with former two-time NBA champion |
4.92 |
Jump to 5650.98 |
CARDINAL
two
ORG
NBA
|
to the basketball court former two-time |
5.26 |
Jump to 5812.58 |
CARDINAL
two
|
really from one person's person's |
3.899 |
Jump to 5855.28 |
CARDINAL
one
|
now have 15 self-help books with Inside |
4.86 |
Jump to 5868.6 |
CARDINAL
15
ORG
Inside
|
because you're leading 12 of 15 people |
4.98 |
Jump to 5903.28 |
CARDINAL
12
CARDINAL
15
|
one of them is uh David Kohler from the |
4.921 |
Jump to 5935.139 |
CARDINAL
one
PERSON
David Kohler
|
and you know we were in college in 18 |
5.14 |
Jump to 5943.44 |
CARDINAL
18
|
Ascend and one of the things that he |
3.299 |
Jump to 5953.38 |
ORG
Ascend
CARDINAL
one
|
your organization and so at 17 and 18 I |
5.161 |
Jump to 5987.639 |
CARDINAL
17
|
well we were profitable 50 million |
5.401 |
Jump to 6047.219 |
CARDINAL
50 million
|
50 to 50 million dollars or more this |
4.919 |
Jump to 6059.76 |
MONEY
50 to 50 million dollars
|
billion dollar multi-billion dollar |
6.659 |
Jump to 6245.46 |
MONEY
billion dollar
MONEY
-billion dollar
|
of a multi-billion dollar organization |
5.7 |
Jump to 6264.36 |
|
NBA a trillion dollar organization |
7.14 |
Jump to 6272.94 |
ORG
NBA
MONEY
trillion dollar
|
young men are faces of multi-billion |
5.34 |
Jump to 6280.08 |
MONEY
multi-billion
|
dollar and trillion dollar companies and |
4.32 |
Jump to 6283.08 |
|
multi and trillion dollar industries |
4.739 |
Jump to 6300.48 |
MONEY
trillion dollar
|
he's he's the first |
3.261 |
Jump to 6334.679 |
ORDINAL
first
|
like LeBron James he was known 100 here |
5.159 |
Jump to 6343.08 |
PERSON
LeBron James
CARDINAL
100
|
first and that is a unique position so |
6.599 |
Jump to 6350.52 |
ORDINAL
first
|
one time I have a I was coaching a fifth |
4.681 |
Jump to 6381.659 |
ORDINAL
fifth
|
to do and every time that John says one |
6.54 |
Jump to 6399.659 |
PERSON
John
CARDINAL
one
|
thing 12 other kids move do you want me |
5.52 |
Jump to 6402.9 |
CARDINAL
12
|
CEOs of every company one so I can give |
4.44 |
Jump to 6408.42 |
|
them three extra minutes on a basketball |
3.659 |
Jump to 6411.06 |
TIME
three extra minutes
|
able to grow over seven percent but I |
3.781 |
Jump to 6599.159 |
PERCENT
seven percent
|
operating income grew at 17 percent and |
4.199 |
Jump to 6602.94 |
PERCENT
17 percent
|
the quarter 17 and increased our |
4.46 |
Jump to 6632.82 |
DATE
the quarter 17
|
Brian to point to I think one is just |
4.199 |
Jump to 6657.42 |
PERSON
Brian
|
large and so one of those that point to |
4.2 |
Jump to 6672.84 |
|
the quarter and and that 10 we tend to |
4.32 |
Jump to 6677.04 |
DATE
the quarter
CARDINAL
10
|
was down 10 or 11 percent and again |
3.96 |
Jump to 6694.32 |
CARDINAL
10
|
so much into that over the past seven to |
4.5 |
Jump to 6723.659 |
DATE
the past seven
|
ten years and it's really paying off |
4.201 |
Jump to 6726.239 |
DATE
ten years
|
26 percent in the quarter and I feel |
3.54 |
Jump to 6761.28 |
PERCENT
26 percent
DATE
the quarter
|
those members is that about 50 percent |
4.259 |
Jump to 6788.94 |
PERCENT
about 50 percent
|
look at food prices on a two-year stack |
4.62 |
Jump to 6848.34 |
DATE
two-year
|
basis they're still up 20 percent and so |
4.2 |
Jump to 6850.38 |
PERCENT
20 percent
|
instead of buying a pack of 12 they're |
3.54 |
Jump to 6883.32 |
CARDINAL
12
|
buying a pack of six you can see that |
3.54 |
Jump to 6884.94 |
CARDINAL
six
|
S P 500 though holding on to gains by |
3.781 |
Jump to 7097.159 |
|
no doubt and stay tuned for our three to |
3.779 |
Jump to 7129.38 |
CARDINAL
three
|
five PM show Shauna Smith and Akiko |
3.299 |
Jump to 7131.36 |
TIME
five PM
PERSON
Shauna Smith
ORG
Akiko
|
welcome to Yahoo finance it is 11 A.M on |
5.76 |
Jump to 7320.78 |
ORG
Yahoo
CARDINAL
11
|
the East Coast 8 A.M on the west I'm |
4.379 |
Jump to 7324.26 |
LOC
the East Coast
|
no stopping the rally the S P 500 now |
6.54 |
Jump to 7328.639 |
ORG
the S P 500
|
sits above 4200 it's key level that's |
4.44 |
Jump to 7332 |
CARDINAL
4200
|
next but first let's do a check on where |
5.58 |
Jump to 7370.159 |
ORDINAL
first
|
uh we saw the yield on the 10-year |
6.121 |
Jump to 7390.739 |
DATE
10-year
|
pricing about 50 basis points of rate |
5.46 |
Jump to 7405.679 |
CARDINAL
about 50
|
Cuts before the end of 2023 however a |
5.281 |
Jump to 7407.599 |
DATE
the end of 2023
|
the CME fed watch tool which is one of |
4.02 |
Jump to 7421.28 |
ORG
CME
CARDINAL
one
|
now there's a 64 percent chance that |
4.859 |
Jump to 7427.34 |
PERCENT
64 percent
|
there will be no change and about a 35 |
5.28 |
Jump to 7429.5 |
CARDINAL
35
|
36 chance that there will be an increase |
4.381 |
Jump to 7432.199 |
CARDINAL
36
|
taming inflation has been one of the key |
5.34 |
Jump to 7583.94 |
|
two percent Target that it's going for |
5.34 |
Jump to 7612.56 |
PERCENT
two percent
ORG
Target
|
lower the inflation down to that two |
3.901 |
Jump to 7631.639 |
CARDINAL
two
|
Stood Still at first the consumer was |
3.839 |
Jump to 7780.26 |
ORDINAL
first
|
and supports are starting to wane first |
3.92 |
Jump to 7877.58 |
ORDINAL
first
|
has identified three possible candidates |
5.279 |
Jump to 7933.32 |
CARDINAL
three
|
Executives Dan simkowitz 10 pick and |
5.221 |
Jump to 7938.599 |
PERSON
Executives Dan
CARDINAL
10
|
if you know 20 years ago you said Morgan |
4.201 |
Jump to 7955.699 |
DATE
20 years ago
PERSON
Morgan
|
now Gorman has been CEO since 2010 so 13 |
5.04 |
Jump to 7979.34 |
ORG
Gorman
DATE
2010
CARDINAL
13
|
years in this role making him one of the |
5.099 |
Jump to 7982.52 |
CARDINAL
one
|
also brought in E-Trade that was one of |
4.8 |
Jump to 7996.26 |
CARDINAL
one
|
eight points there uh S P 500 also |
4.26 |
Jump to 8195.219 |
CARDINAL
eight
|
of just sticking around that 4200 level |
4.981 |
Jump to 8199.479 |
CARDINAL
4200
|
one way to kind of try to summarize this |
4.739 |
Jump to 8228.28 |
CARDINAL
one
|
here so first shifts from necessities |
5.519 |
Jump to 8243.34 |
ORDINAL
first
|
there's one thing that you think about |
3.78 |
Jump to 8295.96 |
|
yes drink was one thing |
5.5 |
Jump to 8341.88 |
CARDINAL
one
|
billion dollars for the first time this |
3.36 |
Jump to 8410.02 |
ORDINAL
first
|
radar a web 3 app distribution platform |
5.519 |
Jump to 8413.38 |
QUANTITY
3 app
|
Becon 2023 multi-day conference |
4.56 |
Jump to 8427.72 |
DATE
2023
|
with leaders in web 3 business and pop |
5.76 |
Jump to 8432.28 |
CARDINAL
3
|
Twitter first let's just talk about the |
4.32 |
Jump to 8452.92 |
ORDINAL
first
|
doing from day one is we're building on |
3.719 |
Jump to 8467.68 |
|
something I've been doing for 15 years |
3.919 |
Jump to 8470.02 |
DATE
15 years
|
the 130 130 speakers that we have at the |
4.08 |
Jump to 8494.08 |
CARDINAL
130 130
|
conference over the next two days here |
3.78 |
Jump to 8496.96 |
DATE
the next two days
|
Seinfeld when it's the number one TV |
3.42 |
Jump to 8615.34 |
CARDINAL
one
|
really not putting all your eggs in one |
4.02 |
Jump to 8645.76 |
CARDINAL
one
|
I mean the biggest issue of three years |
4.439 |
Jump to 8655.96 |
DATE
three years
|
reels right now is one of the best |
4.14 |
Jump to 8688.6 |
|
cheers coming up the S P 500 closed at |
6.12 |
Jump to 8748.6 |
ORG
the S P 500
|
August 2022 highs yesterday now it's |
4.92 |
Jump to 8752.14 |
DATE
August 2022
DATE
yesterday
|
above 4 200. that's the level at which |
3.96 |
Jump to 8754.72 |
CARDINAL
200
|
the past two sessions as we head into |
4.08 |
Jump to 8946.84 |
CARDINAL
two
|
trading for the Dow NASDAQ and s p 500. |
5.64 |
Jump to 8952.96 |
ORG
the Dow NASDAQ
CARDINAL
500
|
Point down by about 24 after it reported |
5.881 |
Jump to 8974.859 |
CARDINAL
about 24
|
first quarter and also reduced its |
4.26 |
Jump to 8980.74 |
DATE
first quarter
|
Catalan shares up over 10 and earlier |
5.76 |
Jump to 8996.46 |
|
400 million dollars of a hit to both its |
5.22 |
Jump to 9026.52 |
MONEY
400 million dollars
|
America more widely now S P 500 |
3.54 |
Jump to 9054.72 |
GPE
America
|
seeing I mean today it's like a one-off |
3.96 |
Jump to 9077.04 |
DATE
today
CARDINAL
one
|
yeah on one end it's about the data |
3.54 |
Jump to 9093.54 |
|
this over with right before June 1st |
4.679 |
Jump to 9193.26 |
DATE
June 1st
|
at June 1st the treasury has a balance |
4.921 |
Jump to 9205.859 |
DATE
June 1st
ORG
treasury
|
one major indicator that says it isn't |
4.379 |
Jump to 9317.52 |
CARDINAL
one
|
point one more question I want to ask |
3.78 |
Jump to 9336.78 |
|
in one example but then there's also a |
4.32 |
Jump to 9361.74 |
CARDINAL
one
|
forward to our next one thank you thank |
3.18 |
Jump to 9437.46 |
|
Montana has become the first state in |
4.74 |
Jump to 9615.96 |
GPE
Montana
ORDINAL
first
|
into effect on January 1st 2024 would |
5.64 |
Jump to 9632.1 |
DATE
January 1st 2024
|
issues here uh both uh one First |
5.28 |
Jump to 9645.3 |
CARDINAL
one
ORDINAL
First
|
Amendment One technical let me start |
4.38 |
Jump to 9648.479 |
CARDINAL
One
|
with the First Amendment issues excuse |
3.779 |
Jump to 9650.58 |
LAW
the First Amendment
|
violate Montana's first amendment rights |
4.559 |
Jump to 9657.42 |
GPE
Montana
ORDINAL
first
|
a broad means without trying to First go |
8.639 |
Jump to 9665.22 |
ORDINAL
First
|
Banning an app that 150 million |
4.319 |
Jump to 9696 |
CARDINAL
150 million
|
now that's the the First Amendment side |
4.319 |
Jump to 9711.54 |
LAW
the First Amendment
|
would be on the hook it would be ten |
3.66 |
Jump to 9768.3 |
CARDINAL
ten
|
thousand dollars per violation so |
4.139 |
Jump to 9769.8 |
|
Google would have to pay ten thousand |
2.76 |
Jump to 9775.26 |
CARDINAL
ten thousand
|
dollars and then an additional ten |
2.88 |
Jump to 9776.34 |
|
thousand dollars for each day the |
3.24 |
Jump to 9778.02 |
DATE
each day
|
that's according to these first |
3.54 |
Jump to 9802.2 |
ORDINAL
first
|
should focus on one variant in |
5.161 |
Jump to 9815.939 |
CARDINAL
one
|
that's the one that's most dominant now |
4.919 |
Jump to 9830.52 |
|
Organization is recommending this first |
4.26 |
Jump to 9838.26 |
ORDINAL
first
|
immune evasive particularly the xbb one |
5.639 |
Jump to 9846.3 |
CARDINAL
one
|
five and that is the most dominant |
4.739 |
Jump to 9849.12 |
CARDINAL
five
|
lineage notably xbb 1 5 and 116 are the |
6.84 |
Jump to 9875.16 |
CARDINAL
1 5
CARDINAL
116
|
two most dominant variants of interest |
4.32 |
Jump to 9879.6 |
CARDINAL
two
|
you think about it as a three level |
4.38 |
Jump to 9883.92 |
CARDINAL
three
|
alert system it would be sort of second |
5.82 |
Jump to 9885.6 |
ORDINAL
second
|
are seeing xbb one five as well as xbb |
6.72 |
Jump to 9894.3 |
CARDINAL
one five
|
116 there you see on your screen 64 of |
5.159 |
Jump to 9897.66 |
CARDINAL
116
CARDINAL
64
|
including sb15 and 116 are highly immune |
5.22 |
Jump to 9915.84 |
PERSON
sb15
CARDINAL
116
|
evasive with xbb15 being one of the |
4.74 |
Jump to 9918.78 |
|
the news you're looking at all three |
4.199 |
Jump to 10139.28 |
CARDINAL
three
|
gears also one other thing we're |
3.6 |
Jump to 10180.08 |
CARDINAL
one
|
remains well above the fed's two percent |
5.221 |
Jump to 10203.359 |
ORG
fed
PERCENT
two percent
|
been here many times before since 196 |
4.14 |
Jump to 10309.56 |
CARDINAL
196
|
over 70 times though after Decades of |
5.88 |
Jump to 10313.7 |
CARDINAL
70
DATE
Decades
|
at large so Steve first let's get right |
5.64 |
Jump to 10325.7 |
PERSON
Steve first
|
into what happened today what first of |
4.321 |
Jump to 10328.399 |
DATE
today
ORDINAL
first
|
he says all four of us all four four of |
3.66 |
Jump to 10398.96 |
CARDINAL
all four
|
the big four plus myself have all |
2.94 |
Jump to 10401.3 |
CARDINAL
four
|
first time Joe Biden's not here okay yes |
6.06 |
Jump to 10435.74 |
ORDINAL
first
PERSON
Joe Biden's
|
expecting that one way or another |
5.561 |
Jump to 10455.439 |
CARDINAL
one
|
some freezing at 2022 levels of |
5.161 |
Jump to 10464.359 |
DATE
2022
|
that but that's likely one of the areas |
4.68 |
Jump to 10496.34 |
|
okay who's going to Blink first in this |
4.26 |
Jump to 10509.66 |
PERSON
Blink
ORDINAL
first
|
getting something done by June 1st may |
5.7 |
Jump to 10601.52 |
DATE
June 1st
|
one other thing that you know a lot of |
3.12 |
Jump to 10703.1 |
CARDINAL
one
|
out article 14 of the Constitution that |
4.861 |
Jump to 10708.979 |
LAW
article 14 of the Constitution
|
says net income totaled 36 million 38 |
5.281 |
Jump to 10744.979 |
CARDINAL
36 million
DATE
38
|
cents a share down from 132 million a |
5.34 |
Jump to 10747.979 |
CARDINAL
132 million
|
year ago sales fell below a billion and |
5.519 |
Jump to 10750.26 |
DATE
year ago
|
dramatic that stock down nearly four |
4.08 |
Jump to 10760.58 |
CARDINAL
nearly four
|
with half a billion dollars in fines |
5.219 |
Jump to 10766.64 |
MONEY
half a billion dollars
|