Data

Text	duration	start	ents	sentiment
snap a two-day winning streak if you	3.059	Jump to 151.26	DATE two-day
two trading days failing to stay above	5.22	Jump to 156.48	DATE two trading days
that 4200 level that we know has been so	4.86	Jump to 159.239	CARDINAL 4200
mergers may be needed XLF one of the	4.26	Jump to 168.66
supposed to be independent one could	3.661	Jump to 230.819
we will get another 25 basis point hike	5.401	Jump to 283.979	CARDINAL 25
doing too much versus too little the one	3.78	Jump to 343.08
we saw today in the 10 year climbing to	6.38	Jump to 359.22	DATE today DATE the 10 year
3.7 percent of course we're going to be	3.241	Jump to 371.039	PERCENT 3.7 percent
next meeting but 10 straight hikes is	3.42	Jump to 377.52	CARDINAL 10
get inflation back to two percent for	4.2	Jump to 385.68	PERCENT two percent
there's only a 16 chance priced as of	5.459	Jump to 424.74	CARDINAL 16
also two variables that probably aren't	3.481	Jump to 445.979	CARDINAL two
getting enough attention one is the	4.081	Jump to 447.479
Market lexicon right now and the second	4.5	Jump to 457.38	ORDINAL second
today on the one hand you've got the Fed	3.359	Jump to 495.96	DATE today ORG Fed
happen so I think this is one of those	3.419	Jump to 558.48	CARDINAL one
one of the things that we think about is	3.481	Jump to 561.899	CARDINAL one
trading above 4 200 what do you make of	5.519	Jump to 608.94	CARDINAL 4 200
are actually smack in the middle of a 20	4.859	Jump to 693.72	CARDINAL 20
25 year either on a trailing basis or a	4.8	Jump to 695.88	DATE 25 year
4200 a fail at 4200 on a closing basis	5.1	Jump to 708.6	CARDINAL 4200 CARDINAL 4200
4200 with broader sector representation	4.319	Jump to 740.76	CARDINAL 4200
Nikkei hit a 33-year high there's a	3.48	Jump to 754.32	DATE 33-year
things one is you as you highlighted you	2.519	Jump to 769.32
three six months ago	3.84	Jump to 936.66	DATE three six months ago
in and kick up so one of the things that	3.901	Jump to 983.399
know there are three uh planned uh	5.279	Jump to 1064.4	CARDINAL three
Group in 2009 since then he's become CEO	7.32	Jump to 1094.88	DATE 2009
about 180 percent	6.24	Jump to 1102.2	PERCENT about 180 percent
um outpaced by the S P 500 but that's	6.421	Jump to 1104.539	ORG the S P 500
of the rescue effort to First Republic	3.48	Jump to 1127.4	GPE First Republic
um and uh they contributed 2.5 billion	6.06	Jump to 1130.88	CARDINAL 2.5 billion
rescue didn't change uh first Republic's	3.72	Jump to 1136.94	GPE first Republic's
in 2008 and 14 years later he was very	8.58	Jump to 1147.74	DATE 2008 DATE 14 years later
Lazard CEO Ken Jacobs uh he's also 64	7.44	Jump to 1176.78	ORG Lazard PERSON Ken Jacobs CARDINAL 64
he started in late 2009 uh Gorman	8.1	Jump to 1184.22	DATE late 2009
started in early 2010 same period though	5.821	Jump to 1188.179	DATE early 2010
Bloomberg has first reported but the	4.74	Jump to 1200.36	PERSON Bloomberg ORDINAL first
being said you know he started in 2005	7.14	Jump to 1224.24	DATE 2005
and he's 67 years old so investors are	5.399	Jump to 1227.78	DATE 67 years old
to stay on for at least five years which	6.299	Jump to 1237.74	DATE at least five years
was back in 2021 so he he does have a	6.24	Jump to 1240.38	DATE 2021
Administration adding more than 70	3.66	Jump to 1451.46	CARDINAL more than 70
well you know I think there are two	3.42	Jump to 1493.58	CARDINAL two
successful one is arming providing	4.98	Jump to 1497
flank the third line of effort sanctions	5.279	Jump to 1504.14	ORG flank ORDINAL third
Pilots probably as many as uh 18 months	5.581	Jump to 1632.539
have seen is on the one hand the likes	4.74	Jump to 1663.38
between the two sides as well as Japan	5.28	Jump to 1674.779	CARDINAL two GPE Japan
hundred percent on board	3.899	Jump to 1787.64	PERCENT hundred percent
we are keeping a close eye here on two	3.78	Jump to 1873.2	CARDINAL two
in the session by over 20 and Foot	5.581	Jump to 1893.539	CARDINAL over 20 and
Locker fell by as much as 30 in Friday's	5.22	Jump to 1896	PERSON Locker CARDINAL as much as 30 DATE Friday
trading session now one company's	4.32	Jump to 1899.12	CARDINAL one
up to seven times the daily average but	4.74	Jump to 1917.179	CARDINAL up to seven DATE daily
topped above seventy dollars a share now	4.981	Jump to 1926.899	MONEY seventy dollars
considerable four percent this week we	3.601	Jump to 1956.659	PERCENT four percent DATE this week
name a few one of the big takeaways from	3.9	Jump to 2138.64	CARDINAL a few one
consumables is one of the key factors	3.779	Jump to 2152.56
of these reports Jerry first to you just	3.6	Jump to 2197.92	PERSON Jerry first
time again over the last five days what	4.321	Jump to 2203.079	DATE the last five days
then for the last eight months now in a	2.76	Jump to 2217.48	DATE the last eight months
getting worse for eight straight months	4.38	Jump to 2234.52	DATE eight straight months
know six eight nine months ago Jerry	4.14	Jump to 2324.76	PERSON Jerry
well it's here for a while uh since 1961	5.04	Jump to 2334.96	DATE 1961
seven percent you know 7.6 percent or	5.039	Jump to 2355.06	PERCENT seven percent PERCENT 7.6 percent
uh you know who on the one hand Costco	4.541	Jump to 2387.119	ORG Costco
companies like Five Below that that I	4.26	Jump to 2403.599	CARDINAL Five
think at least until another three or	4.14	Jump to 2556.24	CARDINAL three
four quarters depending on how strong	3.24	Jump to 2558.82	CARDINAL four quarters
think q124 is the first we'll see where	5.7	Jump to 2567.46	ORDINAL first
in the bag War now for the first time	4.56	Jump to 2825.88	ORDINAL first
the price of the Chanel bag up 75	5.161	Jump to 2837.099	ORG Chanel CARDINAL 75
percent in just the last three years it	4.2	Jump to 2839.68
costs less than six thousand dollars	4.26	Jump to 2842.26	DATE less than six thousand dollars
2019 that's still very very expensive	5.52	Jump to 2843.88	DATE 2019
today it's going to set you back over 10	4.62	Jump to 2846.52	DATE today
000 bucks Chanel saying that the price	4.08	Jump to 2849.4	ORG Chanel
margins went from 28 percent in 2019 all	5.94	Jump to 2865.96	PERCENT 28 percent DATE 2019
the way up to 35 percent in 2021 I would	4.14	Jump to 2868.66	PERCENT up to 35 percent DATE 2021
only six percent more than it was	3.72	Jump to 2892.54	PERCENT only six percent
the Chanel model was four thousand	4.201	Jump to 2932.079	ORG Chanel DATE four thousand
only two hundred dollars less and the	3.781	Jump to 2938.859	MONEY only two hundred dollars
justify spending over 10 grand for a	5.279	Jump to 2947.8	CARDINAL over 10
to go for maybe one day though because	3.96	Jump to 2955.06	DATE one day
guys don't want ten thousand dollar	3.3	Jump to 2961.9	MONEY ten thousand dollar
today about two percent on the heels of	4.98	Jump to 3009.78	DATE today PERCENT about two percent
profitability by 2024 which is the	4.44	Jump to 3033.06	DATE 2024
which currently controls a third of the	3.72	Jump to 3042.78	CARDINAL a third
between 1982 and 2001 and they haven't	5.1	Jump to 3078.9	DATE between 1982 and 2001
build that Las Vegas has only had one	3.541	Jump to 3096.599	GPE Las Vegas CARDINAL one
major casino built since 2010. there's	3.361	Jump to 3098.339	DATE 2010
timeline there that's an interesting one	3.479	Jump to 3112.38
Wars Hotel what was it 4 800 bucks for a	4.16	Jump to 3209.52	MONEY 4 800 bucks
were first released on the substack	4.799	Jump to 3232.26	ORDINAL first
text updates of up to 500 characters	4.679	Jump to 3238.68	CARDINAL up to 500
up to five minutes long and the app's	3.72	Jump to 3243.359	TIME up to five minutes
Musk that's about to change soon but one	3.181	Jump to 3341.339	CARDINAL one
character limit I think 500 characters	3.72	Jump to 3344.52	CARDINAL 500
original character limit was 140 they	5.22	Jump to 3348.24	CARDINAL 140
doubled that in 2017 to 280. so that's	5.88	Jump to 3350.52	DATE 2017 CARDINAL 280
want to be writing you know Big 5 500	4.26	Jump to 3396.9
customers well now top out at 450 miles	4.2	Jump to 3421.68	QUANTITY 450 miles
400 mile prior estimate great for Fleet	4.739	Jump to 3425.88	QUANTITY 400 mile
those back around 80 000 so it's not	4.921	Jump to 3434.099	CARDINAL around 80 000
around 41 000. so uh what we won't know	3.96	Jump to 3440.46	CARDINAL around 41 000
that this truck will have 100 miles more	3.24	Jump to 3449.579	QUANTITY 100 miles
anything over 300 I I feel like is kind	5.52	Jump to 3466.079
side yeah I mean if you can 300 miles	3.06	Jump to 3482.7	QUANTITY 300 miles
willing to live with 400 miles 450 miles	3.9	Jump to 3487.5	QUANTITY 400 miles 450 miles
450 plus mile range you know certainly I	3.54	Jump to 3510.24	QUANTITY 450 plus mile
get 450 miles here before you have to	5.521	Jump to 3528.359	QUANTITY 450 miles
driver would be one of the last to	6.121	Jump to 3543.119	CARDINAL one
the Dow off 88 points we'll be right	4.939	Jump to 3574.68	ORG Dow CARDINAL 88
day the Dow down 111 points the S P 500	6.54	Jump to 3718.98	CARDINAL 111 ORG the S P
down 6 and the NASDAQ down 30 though	4.799	Jump to 3722.52	CARDINAL 6 ORG NASDAQ CARDINAL 30
economists warm up one of a doomsday	5.02	Jump to 3791.24	CARDINAL one
probably drop about 20 percent in the s	6.239	Jump to 3797.88	PERCENT about 20 percent
talking about June 1st so just a few	4.02	Jump to 3825.9	DATE June 1st
within the next 12 months Gorman is one	4.981	Jump to 3834.059	DATE the next 12 months ORG Gorman CARDINAL one
stock down about two and a half percent	3.72	Jump to 3855.24	CARDINAL about two and a half
sector since he's taking the helmet at 2	4.68	Jump to 3861.48	CARDINAL 2
in 2010 so it will be really interesting	5.941	Jump to 3863.339	DATE 2010
three names that are being looked at	3.3	Jump to 3894.48	CARDINAL three
for about 45 percent of the revenue in	4.859	Jump to 3914.22	PERCENT about 45 percent
red here off just about two percent the	4.14	Jump to 3930.54	PERCENT just about two percent
yeah I mean this is one of those	3.3	Jump to 3955.44	CARDINAL one
nearly two percent all right let's recap	3.48	Jump to 3974.16	PERCENT nearly two percent
all three of the major averages it looks	3.06	Jump to 3977.64	CARDINAL three
three percent for the week and the S P	4.26	Jump to 3994.2	PERCENT three percent DATE the week ORG the S P
500 up more than one and a half percent	5.581	Jump to 3996.299	CARDINAL 500 CARDINAL more than one
this week and if I pull up a five-day	4.14	Jump to 4001.88	DATE this week DATE five-day
technology up 4.3 percent and	5.039	Jump to 4006.02	PERCENT 4.3 percent
the NASDAQ 100 Tech heavy you can see	4.861	Jump to 4011.059
more than five percent you've got	4.02	Jump to 4018.44	PERCENT more than five percent
alphabet up more than four the chips did	5.699	Jump to 4019.88	GPE alphabet CARDINAL more than four
very well this week Nvidia up 10 Tesla	4.26	Jump to 4022.46	DATE this week PERSON Nvidia CARDINAL 10 ORG Tesla
earlier this week up seven percent for	4.98	Jump to 4026.72	DATE earlier this week PERCENT seven percent
five-day chart right here so just want	4.32	Jump to 4039.38	DATE five-day
it's about 0.5.7 percent year-to-day	5.579	Jump to 4088.52	PERCENT about 0.5.7 percent
Target of two percent and then a	4.139	Jump to 4091.7	PERCENT two percent
one-year chart will show you that	4.22	Jump to 4094.099	DATE one-year
Walmart is up 25	6.48	Jump to 4095.839	CARDINAL 25
five-day chart you are still seeing big	4.621	Jump to 4125.359	DATE five-day
five days but today you did see some	5.1	Jump to 4129.98	DATE five days
that that would probably be down 800	2.94	Jump to 4226.46	CARDINAL 800
points 1200 points God knows I think	2.821	Jump to 4227.719	CARDINAL 1200
that remember back in 2011 by the way	4.5	Jump to 4242.06	DATE 2011
the S P 500 lost some 17 about a	4.8	Jump to 4243.8	ORG the S P 500
six-week period I think they kicked the	4.2	Jump to 4246.56	DATE six-week
do something 11th hour so that's my kind	3.84	Jump to 4251.78	TIME 11th hour
believe we're in a ninth inning of rate	3.6	Jump to 4287.84	ORDINAL ninth
see this five five and a quarter fed	3.96	Jump to 4301.219	DATE five five and a quarter
behind us 10 rate hikes in a row going	5.04	Jump to 4317.3	CARDINAL 10
forward maybe one more hike and we could	4.44	Jump to 4319.94	CARDINAL one
so let's start with your two buys we	2.94	Jump to 4509	CARDINAL two
you've got two picks in this in this	4.5	Jump to 4513.739	CARDINAL two
space first up Nvidia I thought this is	4.44	Jump to 4515.719	PERSON Nvidia
we've seen over 100 since January 1st	3.901	Jump to 4520.159	DATE January 1st
Wednesday the 24th again I don't have a	3.661	Jump to 4527.179	DATE Wednesday the 24th
and all that's probably the ninth inning	3.241	Jump to 4543.679	ORDINAL ninth
second and just the beginning of the	3.299	Jump to 4546.92	ORDINAL second
to two thirds and maybe trade around	3.36	Jump to 4555.44	CARDINAL two thirds
one-trick pony right so it has	2.82	Jump to 4595.04	CARDINAL one
is one of the most crowded trades right	4.92	Jump to 4635
20 you can go and hide in PES of six you	5.16	Jump to 4654.8	CARDINAL 20 ORG PES CARDINAL six
know six or fees of eight it seems and	3.839	Jump to 4657.86	CARDINAL six CARDINAL eight
let's talk about the other uh two stocks	4.14	Jump to 4685.64	CARDINAL two
know if you wake up one morning like	2.639	Jump to 4716.54	TIME one morning
down you know 10 you go to Cree next	3.601	Jump to 4719.179
thing they're down six percent they go	3.18	Jump to 4721.46	PERCENT six percent
problem with just one of them it comes	3.239	Jump to 4740.42	CARDINAL one
high 60 before the controversy started	4.68	Jump to 4773.78	CARDINAL 60
uh below 60 I think Atlanta sub 60. it	3.96	Jump to 4775.58	GPE Atlanta CARDINAL 60
numbers are pretty amazing you know 20	3.661	Jump to 4781.699	CARDINAL 20
the stock was 70 and because the	3.541	Jump to 4790.219	DATE 70
third President Biden submitted his	4.98	Jump to 5049.179	ORDINAL third PERSON Biden
31 trillion dollars 25 of that was	4.26	Jump to 5133.78	MONEY 31 trillion dollars
accumulated in four years of	3.84	Jump to 5136.6	DATE four years
the timeline looking out to 2024	4.321	Jump to 5153.699	CARDINAL 2024
well there's two political calculations	4.38	Jump to 5235.12	CARDINAL two
one is let's just keep this second	3.899	Jump to 5237.28	ORDINAL second
the lowest unemployment we've had in 50	3	Jump to 5241.179	CARDINAL 50
we had a pretty good economy in 94 and	4.68	Jump to 5308.92	CARDINAL 94
they had a terrible 2010. I I mean I	6.06	Jump to 5316.42	DATE 2010
happened in 2011 we lost a uh something	7.021	Jump to 5371.739	DATE 2011
look forward to 2024 because you	3.841	Jump to 5387.699	DATE 2024
well first of all right now for right	4.5	Jump to 5404.92	ORDINAL first
now between now and June the first so	4.68	Jump to 5407.62	DATE June ORDINAL first
people why they feel bad about one thing	4.38	Jump to 5476.56	CARDINAL about one
or another I guess one of the reasons I	3.421	Jump to 5479.199
look at 2024 there's obviously Florida	3.24	Jump to 5509.32	DATE 2024 GPE Florida
DeSantis you know one thing in politics	6	Jump to 5536.08
DeSantis and they're cutting him up one	5.699	Jump to 5575.02	CARDINAL one
yeah well uh first of all in general I	4.079	Jump to 5854.56	ORDINAL first
presentation today 96 and a half percent	5.04	Jump to 5894.34	DATE today 96 and a half percent
well first of all we'll be going to icse	3.721	Jump to 5911.739	ORDINAL first
two or three years that are now very	4.321	Jump to 5943.179	DATE two or three years
would say two or three years uh folks	3.9	Jump to 5974.62	DATE two or three years
for our first shake shock so we're	4.38	Jump to 5995.38	ORDINAL first
portfolio right now for two Dave and	3.841	Jump to 6001.199	CARDINAL two PERSON Dave
grown our rent spreads for eight	3.66	Jump to 6031.26	CARDINAL eight
have centers in Texas and we do have one	4.02	Jump to 6058.98	GPE Texas CARDINAL one
one of our best performing centers in	3.3	Jump to 6063	CARDINAL one
20 years I I'm I can't believe it it's	4.5	Jump to 6093.78	DATE 20 years
only had one little minor refresh so it	3.241	Jump to 6096.119	CARDINAL one
for the Tacoma it is the number one	3.96	Jump to 6121.5	GPE Tacoma CARDINAL one
in web 3 business and pop culture Gary	5.58	Jump to 6165.3	CARDINAL 3 PERSON Gary
doing for 13 years which is practical	5.04	Jump to 6178.199	DATE 13 years
the 130 000 130 speakers that we have at	3.9	Jump to 6201.719	CARDINAL 130 000 130
the conference over the next two days	3.48	Jump to 6204.54	DATE the next two days
Seinfeld when it's the number one TV	3.42	Jump to 6323.04	CARDINAL one
really not putting all your eggs in one	4.02	Jump to 6353.46	CARDINAL one
I mean the biggest issue of three years	4.441	Jump to 6363.659	DATE three years
reels right now is one of the best	4.14	Jump to 6396.3
rise nearly 13 percent to 564 million	5.401	Jump to 6632.159	PERCENT nearly 13 percent CARDINAL 564 million
30 percent in the first quarter Akiko	4.74	Jump to 6640.02	PERCENT 30 percent DATE the first quarter PERSON Akiko
talking about a near drought in 2022	3.6	Jump to 6665.34	DATE 2022
had one in a while and it's interesting	3.901	Jump to 6670.679	CARDINAL one
one really closely well former two-time	4.259	Jump to 6693.36	CARDINAL one CARDINAL two
one-on-one to discuss the book as well	4.08	Jump to 6704.52	CARDINAL one
profitable 50 million dollars this year	5.04	Jump to 6728.82	MONEY 50 million dollars DATE this year
says I I was profitable in for 50	6.601	Jump to 6737.219	CARDINAL 50
million dollars or more this year they	4.68	Jump to 6740.88	DATE this year
billion dollar multi-billion dollar	6.54	Jump to 6926.159	MONEY billion dollar MONEY -billion dollar
of a multi-billion dollar organization	5.759	Jump to 6944.94
NBA a trillion dollar organization	7.139	Jump to 6953.52	ORG NBA MONEY trillion dollar
young men are faces of multi-billion	5.341	Jump to 6960.659	MONEY multi-billion
dollar and trillion dollar companies and	4.321	Jump to 6963.659
multi and trillion dollar industries	4.74	Jump to 6981.06	MONEY trillion dollar
he's he's the first	3.2	Jump to 7015.32	ORDINAL first
like LeBron James he was known 100 here	5.101	Jump to 7023.719	PERSON LeBron James CARDINAL 100
Wendy's known worldwide first and that	8.879	Jump to 7028.82	ORG Wendy's ORDINAL first
one time I have a I was coaching a fifth	4.62	Jump to 7062.3	ORDINAL fifth
to do and every time that John says one	5.701	Jump to 7080.239	PERSON John CARDINAL one
thing 12 other kids move	4.739	Jump to 7083.48	CARDINAL 12
wants so I could give them three extra	4.621	Jump to 7090.139	CARDINAL three
ahead first up we are getting quite a	4.619	Jump to 7108.98	ORDINAL first
latest revision on first quarter GDP and	4.619	Jump to 7120.08	DATE first quarter
right back here on Monday 3 P.M eastern	3.66	Jump to 7171.32	DATE Monday 3 P.M ORG eastern