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thank you so much, tom, but please stick around. all 3rd, tom tally will stay with us right here after the break. and when we come back, 10 giants are still battling out. who will dominate the a i world will have more after the break. the . the the rivalry between mark sucker, bird and eon must continues to heat up over there, pushes into the artificial intelligence, world. zocker birds meta is set to release and open source version of it's a language model, allowing startups and developers to build tools and software on their own using this tech. and this approach runs counter to the proprietary systems developed by mosques, open a, i must, has often expressed concerns about the potential dangers of a i, and this call for more regulation and oversight over a development. he also warned that a i could potentially become a threat to humanity is not controlled properly while calling the facebook c. e o. knowledge of the field as limited. soccer bird, on the other hand, has a more optimistic view of artificial intelligence. he believes
thank you so much, tom, but please stick around. all 3rd, tom tally will stay with us right here after the break. and when we come back, 10 giants are still battling out. who will dominate the a i world will have more after the break. the . the the rivalry between mark sucker, bird and eon must continues to heat up over there, pushes into the artificial intelligence, world. zocker birds meta is set to release and open source version of it's a language model, allowing startups and developers to...
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thank you so much, tom, but please stick around. all 3rd, tom tally will stay with us right here after the break. and when we come back, 10 giants are still battling out to dominate the 8 i world. we'll have more after the break. the . there's no end in sight over how you're going to continue to destroy the earth. is the case of the med, most of the people i tried to go to the gym, but i'm certainly not ready to fight russia. this is also a pursuit. this is the 3rd world lunacy re washington. as close to the funder line, likes to say we have the tools while we just start with stability and business deal . so we should be living on that. we have a very close propaganda. you know, a price here in new york. i think we don't know the aftermath any time that you're not allowed to ask questions, you should ask all of the questions. some more questions ask a better. the answer is will be a 1941 with the nazis health relation. ultra nationalist view establishes the claim, the independent state of croatia. shortly off, the seizing power. the
thank you so much, tom, but please stick around. all 3rd, tom tally will stay with us right here after the break. and when we come back, 10 giants are still battling out to dominate the 8 i world. we'll have more after the break. the . there's no end in sight over how you're going to continue to destroy the earth. is the case of the med, most of the people i tried to go to the gym, but i'm certainly not ready to fight russia. this is also a pursuit. this is the 3rd world lunacy re washington....
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thank you so much, tom, but please stick around. all 3rd, tom tally will stay with us right here after the break. and when we come back, 10 giants are still battling out who will dominate the a i world will have more after the break. the 1941 with the nazis health relation, ultram nationalists. the u. astonishes the claim, the independent state of croatia. shortly off, the seizing power, they build the scene of us concentration camp, a place associated with the worst atrocities committed in yugoslavia during world war 2. use dash is used to come system to isolate and exterminate subs, roma, jews, and other non catholic minorities, and political opponents of the fascist regime. conditions in the san of us come with her renders the gods tortured to arise and the prisoners they send in the concentration camps. so most of them died 6 was incredible genocide. the the rivalry between marg flucker bird and ian moss continues to heat up over there, pushes into the artificial intelligence world, locker birds. meta is set to release and open
thank you so much, tom, but please stick around. all 3rd, tom tally will stay with us right here after the break. and when we come back, 10 giants are still battling out who will dominate the a i world will have more after the break. the 1941 with the nazis health relation, ultram nationalists. the u. astonishes the claim, the independent state of croatia. shortly off, the seizing power, they build the scene of us concentration camp, a place associated with the worst atrocities committed in...
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thank you so much, tom, but please stick around. all 3rd, tom tally will stay with us right here after the break. and when we come back, 10 giants are still battling out who will dominate the 8 i world will have more after the break. the hi, i'm executive, and i'm here to plan with you whatever you do. do not watch my new show. seriously . why watch something that's so different little opinions that he won't get anywhere else. welcome to please or do you have the state department to see i a weapons bankers, multi 1000000000 dollar corporations. choose your fax for you. go ahead. i changed and whatever you do, don't want my show state main street because i'm probably going to make you uncomfortable. my show is called stretching time. but again, you probably don't wanna watch it because it might just change. dwayne, say the russian states never is as tight as on the phone in the most sense, community best, most all sense and up in the system must be the one else holes. question about this, even though we will then in the european unio
thank you so much, tom, but please stick around. all 3rd, tom tally will stay with us right here after the break. and when we come back, 10 giants are still battling out who will dominate the 8 i world will have more after the break. the hi, i'm executive, and i'm here to plan with you whatever you do. do not watch my new show. seriously . why watch something that's so different little opinions that he won't get anywhere else. welcome to please or do you have the state department to see i a...
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thank you so much tom, but please stick around. all 3rd, tom, how they will stay with us right here after the break. and when we come back, 10 giants are still battling out to dominate the 8 i world. we'll have more after the break. the look forward to talking to you all that technology should work for people. a robot must obey the orders given it by human beings, except we're so shorter is that conflict with the 1st law show alignment of the patient. we should be very careful about our personal intelligence at the point, obviously is to makes a trust rather than fit the various jobs. i mean with the artificial intelligence, we have somebody in the team and the robot must protect his phone. existence was on the the the a, the same rom just don't have to shape house to come after kids and engagement equals betrayals. when so many find themselves will support. we choose to look so common ground, the the rivalry between marg flucker bird and eon must continues to heat up over there, pushes into the artificial intelligence world. zocke
thank you so much tom, but please stick around. all 3rd, tom, how they will stay with us right here after the break. and when we come back, 10 giants are still battling out to dominate the 8 i world. we'll have more after the break. the look forward to talking to you all that technology should work for people. a robot must obey the orders given it by human beings, except we're so shorter is that conflict with the 1st law show alignment of the patient. we should be very careful about our...
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thank you so much, tom, but please stick around author, tom, how they will stay with us right here after the break. and when we come back, 10 giants are still battling out who will dominate the a i world will have more after the break. the, on the 1918, the countries of the west won the final victory over the ottoman empire. the sultan's government capitulated to the inside and signed the humiliating armesis of little girls. great britain and france, and italy wanted not only to destroy the ottoman empire, but also to divide the prime orderly turk as lands among themselves. in 1919, their armies began to land on turkish territory. but the west decided to choose greeks as the main striking force. seeking to make others realize this aggressive plan. for an intervention, provo amassed indignation among the turkish peoples. the national liberation struggle was led by the experience of general mustafah come all as a 3rd in order to bear down the enemy, a bank on the mobilization of the nation. and the alliance with russia, which acted as a united front, with turkish patriots. at the end of au
thank you so much, tom, but please stick around author, tom, how they will stay with us right here after the break. and when we come back, 10 giants are still battling out who will dominate the a i world will have more after the break. the, on the 1918, the countries of the west won the final victory over the ottoman empire. the sultan's government capitulated to the inside and signed the humiliating armesis of little girls. great britain and france, and italy wanted not only to destroy the...
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Nov 2, 2023
11/23
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tom: good morning, everyone. jonathan ferro, lisa abramowicz, and tom keene. the morning before the jobs report. lots going on this week. luke, is going to -- luke kawa is going to start us off in a moment. brammo, finally a day off for the brammo. she is recovering from halloween. joining us now by special invitation. it has been weeks joining us this morning, scarlet fu. she has not been up this early in six years. scarlett: almost a decade. tom: how did that 4:00 a.m. feel? scarlett: ask me in two hours. tom: scarlet fu with us as we consider the earnings season. we have to consider what you witness yesterday, which is a melted in the market. it continues this morning. we will get to that in a moment. i looked at what came out yesterday and it was nuance early in the powell love-fest, where he said it is not solid. he changed the language and said it is strong. the shift really belies the worry economists have about a slowdown in this present quarter. scarlett: that is something looming over the federal reserve. what i also learned is we have this new defin
tom: good morning, everyone. jonathan ferro, lisa abramowicz, and tom keene. the morning before the jobs report. lots going on this week. luke, is going to -- luke kawa is going to start us off in a moment. brammo, finally a day off for the brammo. she is recovering from halloween. joining us now by special invitation. it has been weeks joining us this morning, scarlet fu. she has not been up this early in six years. scarlett: almost a decade. tom: how did that 4:00 a.m. feel? scarlett: ask me...
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can the truce between israel i have most is within reach, according to good tom, which is mediate. and the told a business hope is expected to be part of any deal which was earlier confirmed by the gauze of bass militants, according to nazi souls. under the don't go and diplomatic efforts, the to monetary cost is a gas in hospitals. that remains a recipe for epidemic that's according to the world health organization. and today marks the 10 year anniversary of the year. oh my god uprising in ukraine which that the country down the past. today the cisco and 11 pm, hey, it must go this tuesday. this is all to international with all the very la.
can the truce between israel i have most is within reach, according to good tom, which is mediate. and the told a business hope is expected to be part of any deal which was earlier confirmed by the gauze of bass militants, according to nazi souls. under the don't go and diplomatic efforts, the to monetary cost is a gas in hospitals. that remains a recipe for epidemic that's according to the world health organization. and today marks the 10 year anniversary of the year. oh my god uprising in...
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Nov 22, 2023
11/23
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tom: wow. ira: i think it is going to be difficult for inflation breakevens, basically the tips gauge versus where nominal treasury yields are, to come down much lower than where they are today around 2.2% on the 10-year. if we are going to have the rally in the treasury market we think we are going to have next year, almost all of that will come from the real yield. tom: away from trying to make money, ira jersey, what does that low real yield mean for the american economy, for business, the incentive to invest? ira: it should actually increase -- it should make financial conditions somewhat better. one of the drags on the economy right now -- which is what the fed wants, to be fair -- is to have real yields be an impediment to very fast economic activity. that should help arrest inflation. but even at 1.25%, 1.5%, compared to the last 10 years, that is not particularly high. it is also not particularly low. not long ago we had -2% real yields. positive real yields, i think, is still a sign th
tom: wow. ira: i think it is going to be difficult for inflation breakevens, basically the tips gauge versus where nominal treasury yields are, to come down much lower than where they are today around 2.2% on the 10-year. if we are going to have the rally in the treasury market we think we are going to have next year, almost all of that will come from the real yield. tom: away from trying to make money, ira jersey, what does that low real yield mean for the american economy, for business, the...
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Nov 3, 2023
11/23
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tom: valid point. lisa: the fact it came in so much lower than expectations, the political headwinds, the uncertainty of whether this is lack of demand whether from cautious consumers in china or this is actual, true up edition from huawei. this is one of the biggest existential risks for the company. tom: they have had the competition before. lisa: that is existential. tom: i would notice it in many of the paragraphs i read were parsing 89 point billion versus 89 point why billion. what they are doing is looking at the operating leverage of the system. as i said yesterday, from the pandemic they are up 47% sales and 71% in free cash flow. jonathan: wasn't this the objective for this company? ultimately, they would transition to more services revenue and maybe margins could improve from there? tom: the margins is what the adults look at. they are looking down the income statement in comparison of the bit data revenue. they are staring in the right direction as a cash machine. jonathan: for the bears i
tom: valid point. lisa: the fact it came in so much lower than expectations, the political headwinds, the uncertainty of whether this is lack of demand whether from cautious consumers in china or this is actual, true up edition from huawei. this is one of the biggest existential risks for the company. tom: they have had the competition before. lisa: that is existential. tom: i would notice it in many of the paragraphs i read were parsing 89 point billion versus 89 point why billion. what they...
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Nov 28, 2023
11/23
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tom: it is the ballet. there is so much coverage i do not read the articles, just gaze the headline and the tone. it is a constructive tone. my answer is what we talked about yesterday with a qualified guest, aaron taylor miller. how does the military of israel respond to this blanket hostage coverage? lisa: everyone is resetting and that is a question of resetting for what? jonathan: we will reset the conversation up next. coming up next, bill dudley on the fed speak. the fed speak resumes later on. from new york city, good morning. ♪ >> we have to expect of group like hamas, which does not abide by laws of war, will try to take advantage of any pause in the fighting to their own benefit. we are watching that closely as well as our counterpart, you can bet there watching that closely. we have also heard the israelis say that once the pauses are over they intend to go back to military operations. jonathan: that was national security council spokesperson addressing the press as israel and hamas extend a te
tom: it is the ballet. there is so much coverage i do not read the articles, just gaze the headline and the tone. it is a constructive tone. my answer is what we talked about yesterday with a qualified guest, aaron taylor miller. how does the military of israel respond to this blanket hostage coverage? lisa: everyone is resetting and that is a question of resetting for what? jonathan: we will reset the conversation up next. coming up next, bill dudley on the fed speak. the fed speak resumes...
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Nov 16, 2023
11/23
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tom: guidance? mandeep: they do. tom: likely will do 2024, whatever. mandeep: that's what has happened the last two quarters, they have raised their guidance. so clearly they have a high bar. maybe they can top that again. tom: lisa mentioned this and i go back to an essay from credit suisse on this. i will not go into the electrical engineering of it, but it devolves down to very few people win. is that what we are living with, the magnificat seven -- the magnificent seven? mandeep: given the scale of these companies and the distribution they have, data is what is you need for ai. these companies all have a lot of data and if you want to constantly train your models, be ahead in terms of the ai aspect, these companies, the incumbents, have a clear advantage. there will be somebody new develops a use case. there will be more disruption around the application side as opposed infrastructure. tom: mandeep singh, thank you so much. my brain hurts. lisa: that's tough. the application versus the hardware meaning the chips will be a higher bar but if you come
tom: guidance? mandeep: they do. tom: likely will do 2024, whatever. mandeep: that's what has happened the last two quarters, they have raised their guidance. so clearly they have a high bar. maybe they can top that again. tom: lisa mentioned this and i go back to an essay from credit suisse on this. i will not go into the electrical engineering of it, but it devolves down to very few people win. is that what we are living with, the magnificat seven -- the magnificent seven? mandeep: given the...
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Nov 20, 2023
11/23
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tom: just amazing. like on a friday you figure out you're going to lose your job and that is what happened to mr. altman. ed ludlow, all night or friday, saturday and into sunday as well. about 2:00 this morning, microsoft 1, everybody else 0. jonathan: the adults are back. this is what evercore have got to say. it remains to be seen how much brain drain there will be over at openai. the fundamental risk to microsoft is largely contained with altman and team on board. lisa: they are creating an independent ai group headed by sam altman and his peers. here's my question. openai was founded almost as a nonprofit. the board is a nonprofit. and there was attention. is this a commercial business or if there something bigger about creating new technology that can innovate for humanity? how does an independent agency that has the focus of making money polices sell at a time of really uncertain looks? tom: i would suggest that people like me who are saying can the giants and the jets be disbanded? the reality i
tom: just amazing. like on a friday you figure out you're going to lose your job and that is what happened to mr. altman. ed ludlow, all night or friday, saturday and into sunday as well. about 2:00 this morning, microsoft 1, everybody else 0. jonathan: the adults are back. this is what evercore have got to say. it remains to be seen how much brain drain there will be over at openai. the fundamental risk to microsoft is largely contained with altman and team on board. lisa: they are creating an...
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Nov 29, 2023
11/23
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tom: shocking? mike: fourth quarter gdp revised up to 5.2 from 4.9 well above the 5% that was thought and that comes from increased business investment that came in pretty low in the initial report. we are seeing more nonresidential investment. the gdp in terms of personal consumption is lower at 3.3% compared to 4%. lisa's refrigerator turns up in the fourth quarter. retail prices which the fed doesn't really pay attention to come in lower than anticipated coming in at 2.3% compared to 2.4. we will look to the pce numbers tomorrow to see if we have the same thing. the advance good trade balance in october 89 billion from 86 billion. thus a little bit of a subtraction of the first month of the fourth quarter. inventories come in weaker, down .2% and flat. tom: futures at 24. the vix gets love at 12.58. the russell 2000 up 1.2%. lisa would say it was because of bonds. i have to go to tomorrow's data and the idea is that no one is talking about the job market. what if we get another glorious jobless c
tom: shocking? mike: fourth quarter gdp revised up to 5.2 from 4.9 well above the 5% that was thought and that comes from increased business investment that came in pretty low in the initial report. we are seeing more nonresidential investment. the gdp in terms of personal consumption is lower at 3.3% compared to 4%. lisa's refrigerator turns up in the fourth quarter. retail prices which the fed doesn't really pay attention to come in lower than anticipated coming in at 2.3% compared to 2.4. we...
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Nov 10, 2023
11/23
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tom: it is a bad treasury auction -- lisa: we don't know. tom: come on. our debt and deficits are out of control. lisa: we have no clue, which is the reason things happen bouncing around, because we do not know whether the economy will outperform or underperform. people completely got it wrong how much the economy will grow this year. they completely did not get how much inflation was going to tick up. we have gotten so many things wrong. how can you have conviction of knowing where we are going? jonathan: we have gone things wrong all year. the narrative is just changing, flipping. fs investments going to weigh in on this. here are the scores. futures and s&p, negative zero point -- -.05%. higher by two basis points today, from new york city, good morning. ♪ (jennifer) the reason why golo customers have such long term success is because we focus on real foods in the right balance so you get the results you want. when i tell people how easy it was for me to lose weight on golo, they don't believe me. they don't believe i can eat real food and lose this
tom: it is a bad treasury auction -- lisa: we don't know. tom: come on. our debt and deficits are out of control. lisa: we have no clue, which is the reason things happen bouncing around, because we do not know whether the economy will outperform or underperform. people completely got it wrong how much the economy will grow this year. they completely did not get how much inflation was going to tick up. we have gotten so many things wrong. how can you have conviction of knowing where we are...
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Nov 14, 2023
11/23
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tom: hold on. jonathan: i just wanted to know. tom: stop the show. guys, as we speak john pharaoh is negotiating pit ferrari tickets in las vegas. you can go to the for ari p -- ferrari pit and before that you can go to the dinner. jonathan: so you can't buy a ticket. greg, u.s. head of strategy. busy six weeks for you. let's go through the timeline if we can. you are looking for a correction, not one. then you got constructive and now it is fade the rally. >>>> the broader narrative is one with ben more cautious. we saw a 10% correction, we thought the market was oversold. we've seen that and that we fade the rally. jonathan: why is that the right call? >> we think we see the corrections based on a normalization in terms of rates, normalization in terms of positioning. we think the driver from here is more likely to be the equity fundamentals. when we look at the 2024, one of the takeaways is that analysts are starting to take those numbers down. tom: talk about the bull call starkly opposite the view in brett. they are assuming brett comes on. >> o
tom: hold on. jonathan: i just wanted to know. tom: stop the show. guys, as we speak john pharaoh is negotiating pit ferrari tickets in las vegas. you can go to the for ari p -- ferrari pit and before that you can go to the dinner. jonathan: so you can't buy a ticket. greg, u.s. head of strategy. busy six weeks for you. let's go through the timeline if we can. you are looking for a correction, not one. then you got constructive and now it is fade the rally. >>>> the broader...
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Nov 1, 2023
11/23
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tom: ok. and i know i do not want to have the aaa organization with the milwaukee brewers we do not want to own that. what do you want to own? >> what you do not want to own is the high multiple stocks. there's more downside risk than upside in this uncertainty. you do not want to own companies with a lot of leverage but have to go back and look at more financing at a higher cost. and i think you have to be really careful to own, if you are owning, especially the small cap space which i am a fan of. you have to be really careful that you do not own companies that do not have a leading advantage. tom: you been doing this for seven or eight years. is this the time to lift the vote on the bank stocks. you mention small caps. you have regionals and all of that in thousands of banks beneath them. and then we have all spring research every day. is it time to load the boat on banks that look grim? >> i talked to almost all of our equity major jurors -- managers yesterday and the answer i got was it i
tom: ok. and i know i do not want to have the aaa organization with the milwaukee brewers we do not want to own that. what do you want to own? >> what you do not want to own is the high multiple stocks. there's more downside risk than upside in this uncertainty. you do not want to own companies with a lot of leverage but have to go back and look at more financing at a higher cost. and i think you have to be really careful to own, if you are owning, especially the small cap space which i...
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Nov 25, 2023
11/23
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>> tom: no. i had two riding lessons in england when i was a kid and i fell off and i never got back on the horse, and they say that you're supposed to get back on the horse. that's where the phrase comes from. >> stephen: that is the thing they say. >> tom: i made the mistake at the ripe age of six not getting back on the horse. >> stephen: someone has to put you back. it's not your fault. a child isn't going to normally just get back on the beast that just threw him that weighs 1500 pounds. it's not your fault. it's not your fault, tom. >> tom: i have internalized this guilt for years. >> stephen: so you had to learn. i think i have a photo of you as billy. you have to ride with one hand and shoot. >> tom: i am shooting, lassoing cows and stuff while i'm riding. >> stephen: you lasso cows while you're riding? >> tom: in season one. some lassoing of cows. i'm not great at it. i'm okay. i have great stunt doubles. it was in the middle of the pandemic. i was auditioning via zoom a newly graduated
>> tom: no. i had two riding lessons in england when i was a kid and i fell off and i never got back on the horse, and they say that you're supposed to get back on the horse. that's where the phrase comes from. >> stephen: that is the thing they say. >> tom: i made the mistake at the ripe age of six not getting back on the horse. >> stephen: someone has to put you back. it's not your fault. a child isn't going to normally just get back on the beast that just threw him...
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Nov 9, 2023
11/23
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tom: blue-eyed samurai. i'm looking at research trying to figure out what the kids a camp looks like in the lead character's voice, kenneth branagh is in this. he is the bad guy. and the lead, i don't know her is peter erskine's daughter. the great jazz drummer of america. i really cannot say enough about this, really violent first of all. i mention the whole question of the aura of diversity. this is as anti-modern woke as you can get. the only reason they can pull this off is animation. lisa: who is going to be animating that. that's why thought jeff katzenberg's comment talking about how it will be by a magnitude of 10 cheaper to animate things with artificial intelligence. i wonder if the timing of the actors strike has anything to do with it. >> i got an email from a fan, julie from york and julie said to me what is it, you have to sell emotion and that's the difference between netflix and disney. >> you have to get rid of that. [laughter] ♪ sleepovers just aren't what they used to be. a house full of
tom: blue-eyed samurai. i'm looking at research trying to figure out what the kids a camp looks like in the lead character's voice, kenneth branagh is in this. he is the bad guy. and the lead, i don't know her is peter erskine's daughter. the great jazz drummer of america. i really cannot say enough about this, really violent first of all. i mention the whole question of the aura of diversity. this is as anti-modern woke as you can get. the only reason they can pull this off is animation. lisa:...
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united states, the local population doesn't have food by tom, provide food, so the and such and 6 local population is displaced out of the area. they can provide recruits uh to the attorney and search. and so our intelligence on, on, on the operations it does have, but the data is most stories about the situation in the inbox and other stories from the region on our website, the dot com forward slash a share. and as ever you can follow us on facebook and text you back here at the same time tomorrow the . 2 2 2 is so much capricious. 2 and she and her during classical stones at the rainbow, music festivals changing the dw, what secrets lie behind these discovered new adventures in 360 degrees and explore fascinating. both heritage dw world heritage 360 now the which blog i couldn't live without. marcelo the steps on should be it has a certain and warmth and the towns it draws you in touch with your heart stirring on. 2 6 6 6 eventually you have to really love the oboe and the sound of it to keep going on. right. the.
united states, the local population doesn't have food by tom, provide food, so the and such and 6 local population is displaced out of the area. they can provide recruits uh to the attorney and search. and so our intelligence on, on, on the operations it does have, but the data is most stories about the situation in the inbox and other stories from the region on our website, the dot com forward slash a share. and as ever you can follow us on facebook and text you back here at the same time...
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Nov 8, 2023
11/23
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tom: the vix is 14.86. jeannette lowe joins us, director of policy research at strategas securities. these elections matter to me and when i look at the governor of kentucky, when he won attorney general, he won by 2000 votes in kentucky. when he won the first time as governor, he won by all of 6000 votes. there is the shock of virginia. was it a question of close votes or did the democrats win resoundingly? jeannette: i think the democrats had a really strong night last night. i think that a lot of these cases, andy beshear in kentucky won by only 0.4% points in 2019. this time he has the about -- has about a 6% lead. that is a strong validation for him being popular in the state, the democrats being able to campaign on the correct issues this cycle. we saw that democrats had momentum going into these midterm elections. they had won 24 of 30 special elections over the course of the year. last night with the elections you saw in kentucky, virginia, new jersey, pennsylvania we saw that democrats have momentu
tom: the vix is 14.86. jeannette lowe joins us, director of policy research at strategas securities. these elections matter to me and when i look at the governor of kentucky, when he won attorney general, he won by 2000 votes in kentucky. when he won the first time as governor, he won by all of 6000 votes. there is the shock of virginia. was it a question of close votes or did the democrats win resoundingly? jeannette: i think the democrats had a really strong night last night. i think that a...
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Nov 15, 2023
11/23
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jonathan: [laughter] tom: will 4726 on tom: tom: the 10-year. go. jonathan: market drawdown. jonathan:nothing to do with bonds. i knew it. tom: look how the nasdaq is made up. look how it has caught up so quickly in the last month. spx, negative six. i was stunned. i thought it would be like -11. that is how fast we have come back. jonathan: that is amazing. [laughter] tom: no jonathan: idea, continue. jonathan:i am done. i am so done. tom: we are never done with the president of the committee responsible for the federal budget. this importantly, my was in a stand or ninth done in judo and she can self defend herself in our fractious washington. in all your years in washington, have you ever seen it >> >> so violently polarized? absolutely not. what is going on right now, i think about this because this is a moment where we areare basicay missing the big picture of what is going on externally. there are external threats from around the world that should be unifying us in helping us function and my fear it leaves us in an immensely vulnerable place. we have these huge vulnerab
jonathan: [laughter] tom: will 4726 on tom: tom: the 10-year. go. jonathan: market drawdown. jonathan:nothing to do with bonds. i knew it. tom: look how the nasdaq is made up. look how it has caught up so quickly in the last month. spx, negative six. i was stunned. i thought it would be like -11. that is how fast we have come back. jonathan: that is amazing. [laughter] tom: no jonathan: idea, continue. jonathan:i am done. i am so done. tom: we are never done with the president of the committee...
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Nov 17, 2023
11/23
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tom: yeah. currency is the ultimate litmus paper and i would suggest within the broader spectrum you cannot have an international pop without a weak dollar. i subscribe to that. jon: can we finish that? one thing a lot of people got wrong, this market has been so punishing and this economy has surprised in different ways. the u.s. economy has been so much better than people thought it would be and china specifically has been much worse. given how we have reset those bars going into 2024, what's the international call for next year for you and the team? >> clearly, china has been disappointing in terms of economic performance. the u.s. has been better, as you said, but i also think at this point that's largely reflected in their shares. you have pretty full valuations in the u.s., very depressed sentiment in certain countries, the emerging-market complex, so we actually think that's an opportunity. we think chinese growth is going to stabilize and given how poor the sentiment is in some of these
tom: yeah. currency is the ultimate litmus paper and i would suggest within the broader spectrum you cannot have an international pop without a weak dollar. i subscribe to that. jon: can we finish that? one thing a lot of people got wrong, this market has been so punishing and this economy has surprised in different ways. the u.s. economy has been so much better than people thought it would be and china specifically has been much worse. given how we have reset those bars going into 2024, what's...
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Nov 13, 2023
11/23
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tom: lisa abramowicz, tom keene and jonathan ferro. we will go to our senior executive editor for energy. opec argues against excessively negative sentiment on oil. since the october low in the stock market in america brent crude is down 17%. how much is oil, this negative sentiment paying into the -- playing into the guesstimates going forward? >> opec make some reasonable points when it comes to the demand side of the picture. the demand appears to be reasonably robust. they see strong demand from china and asia. they see that continuing into next year despite concerns about the slowdown in the chinese economy. it's clear saudi arabia is confident in selling its oil to asia. opec is probably on solid ground. perhaps where they are unless solid ground is supply appears. you got new oil, a shale patch in the u.s. that is not growing as strongly as it once did but growing stronger than expected and you've got russian exports which are looking quite lively. you put that all together and the balances probably aren't that bad, a lot of oil
tom: lisa abramowicz, tom keene and jonathan ferro. we will go to our senior executive editor for energy. opec argues against excessively negative sentiment on oil. since the october low in the stock market in america brent crude is down 17%. how much is oil, this negative sentiment paying into the -- playing into the guesstimates going forward? >> opec make some reasonable points when it comes to the demand side of the picture. the demand appears to be reasonably robust. they see strong...
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united states, the local population doesn't have food by tom, provide food. so the and such and 6 local population is displaced out of the area. they can provide recruits to the attorney and search and for intelligence on on, on the operations it does it. but the data is most stories about the situation in the inbox and other stories from the region on our website. denver dot com, forward slash aisha. and as ever you can follow us on facebook and text you back at the same time tomorrow, the entrepreneurs from nairobi are struggling to keep their businesses applying for somebody, a difference, somebody a i couldn't afford to spend this from the cost of living has gone. so high the young night will be and have the side of the city is no longer going to break that has. so they're moving away from the deep image coupon o 62.5 to the 77 percent. next, on the words, people have to say that's why we listen to every weekend on d. w. the hello and welcome to another edition of the 77 percent. this is a program where we give the platform to africa as you talk about a t
united states, the local population doesn't have food by tom, provide food. so the and such and 6 local population is displaced out of the area. they can provide recruits to the attorney and search and for intelligence on on, on the operations it does it. but the data is most stories about the situation in the inbox and other stories from the region on our website. denver dot com, forward slash aisha. and as ever you can follow us on facebook and text you back at the same time tomorrow, the...
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Nov 27, 2023
11/23
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tom, consensus. is it starting to coalesce around this few that we got up side of high single digits, low double digits next year? tom: there's no question about that, but the bias is to study those that happened in 2023. he has been bullish throughout the year. john stouffer's, another one. it is a nice group of people that nailed this, but they nailed it right at the end so i've got to pay more attention to why he continues bullish vs. others that are catching up. lisa: goldman sachs seems to agree. everyone seems to be bullish. the reasons for why are what is so different. is it because we have an economy that keeps chugging along and stocks can keep eking out the returns of corporations led by "the magnificent seven" or the magnificent one are just looking at nvidia? or if the something that is on the heels of a shallow downturn? that is what is interesting to me, the daylight between the rationale getting to the same place. jonathan: he told us at the start of the year that rates would be throug
tom, consensus. is it starting to coalesce around this few that we got up side of high single digits, low double digits next year? tom: there's no question about that, but the bias is to study those that happened in 2023. he has been bullish throughout the year. john stouffer's, another one. it is a nice group of people that nailed this, but they nailed it right at the end so i've got to pay more attention to why he continues bullish vs. others that are catching up. lisa: goldman sachs seems to...
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so we are gaining uh, we can show a 160 minutes basis and the toms including the district never caused we, i'm making that we know we are well off my we are tracking the truth, literally from the different all over the country at o'clock speaking the tax you are up against a military that has been in power for decades, making inroads and border areas is one thing, but do you think it's possible to, for example, fight all the way to the capital one day and topple this winter? oh, definitely. this is the people, paul, what is it that people, revolution, the ministry, people thought that some people me thought the military cannot be defeated, but this recent ministry officer called you need to call for us to get some entry, to show this a showcase in hoffman unity strand and so what do you need to take of this um, originally processed. and the other thing, the issues that we can state of the ministry, the up i'll actually be more arising, end of the surrender. or i want to switch to looking at the civilian aspect. your government is running in parallel with the military authority. just br
so we are gaining uh, we can show a 160 minutes basis and the toms including the district never caused we, i'm making that we know we are well off my we are tracking the truth, literally from the different all over the country at o'clock speaking the tax you are up against a military that has been in power for decades, making inroads and border areas is one thing, but do you think it's possible to, for example, fight all the way to the capital one day and topple this winter? oh, definitely....
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who are still alive with how much more my guess this week is juliet who speaks for you an agency so tom, over the 100 of that person be killed in the gaza. what we see in golf now right now is on 3 for the dentist on a number of levels. so how long can the agency go.
who are still alive with how much more my guess this week is juliet who speaks for you an agency so tom, over the 100 of that person be killed in the gaza. what we see in golf now right now is on 3 for the dentist on a number of levels. so how long can the agency go.
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Nov 21, 2023
11/23
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tom. okay, perfect. thank you so much this moment, jim june, for us there, unoccupied, east jerusalem as well as delegation from the middle east country as well as in most cases it talks earlier on choose type ethic, atari. foreign minister did not attend the meeting. so guy left for off brushes, foreign minister, acknowledge the absence thing i'll do that could tarry. officials were continuing their work to secure the release of the captives for joining us from here and our household zeros hush him. oh bother. and i should've given what we heard there from mohammed to what is the latest from the could tarry side to a mediating between uh, israel and from us. so there's been a press briefing by this book, both of them, and it's still fun enough as 2 hours ago saying basically that the negotiations doesn't mean the kentucky mediation has reached the final stage. that is just the time before they or official announcements, because this is going to be a big hotel the moment for katasha zip code. let's see.
tom. okay, perfect. thank you so much this moment, jim june, for us there, unoccupied, east jerusalem as well as delegation from the middle east country as well as in most cases it talks earlier on choose type ethic, atari. foreign minister did not attend the meeting. so guy left for off brushes, foreign minister, acknowledge the absence thing i'll do that could tarry. officials were continuing their work to secure the release of the captives for joining us from here and our household zeros...
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news live from bell in guitar. immediate as push for an extension of the seats, 5 between israel and tom moss and the latest exchange from us released 12 hostages on tuesday. the 5th day of the true steel and israel fried 13 palestinian prisons also on the program. nato. as foreign ministers meet with the ukrainian council pods, the west and the lions reiterates its vaccine for the government and keeps despite the.
news live from bell in guitar. immediate as push for an extension of the seats, 5 between israel and tom moss and the latest exchange from us released 12 hostages on tuesday. the 5th day of the true steel and israel fried 13 palestinian prisons also on the program. nato. as foreign ministers meet with the ukrainian council pods, the west and the lions reiterates its vaccine for the government and keeps despite the.
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Nov 28, 2023
11/23
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anneke and tom. tom sent you right for a british newspaper i want to get your take on today's evidence by mr gove. mast newspaper i want to get your take on today's evidence by mr gove. most of the cabinet will _ today's evidence by mr gove. most of the cabinet will take _ today's evidence by mr gove. most of the cabinet will take turns _ today's evidence by mr gove. most of the cabinet will take turns to - the cabinet will take turns to appear before the inquiry and most will apologise at some point or another. there's already been a lot of apologies. clearly wrong decisions were made at the start of the pandemic. that is debatable. and borisjohnson was not the pandemic. that is debatable. and boris johnson was not the the pandemic. that is debatable. and borisjohnson was not the right leader at that particular moment. but what you don't want is for that to cloud what the purpose of the inquiry is to be, which is how can we learn lessons and how can we respond better should something like this ever
anneke and tom. tom sent you right for a british newspaper i want to get your take on today's evidence by mr gove. mast newspaper i want to get your take on today's evidence by mr gove. most of the cabinet will _ today's evidence by mr gove. most of the cabinet will take _ today's evidence by mr gove. most of the cabinet will take turns _ today's evidence by mr gove. most of the cabinet will take turns to - the cabinet will take turns to appear before the inquiry and most will apologise at some...
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Nov 16, 2023
11/23
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tom. i should also mention to you that i have been speaking to palestinians here and aren't quite eastern. just want to ask them about their opinion. with regard to those and verified videos that have been shown by the israeli army, everybody i've spoken with was a palestinian here, has said to me, they do not believe the veracity of those in which is they believe that there should be 3rd party investigators. there they say that this is simply propaganda on behalf of the israelis. and they also said that the fact that these really army is putting out these images with only a few weapons to show their in those hospitals. they believe that this proves that a war crime has been carried out by the israeli army since they rated the military complex. tom. okay, thanks so much. mama jim june for us and occupied east jerusalem as well as military is still inside gauze as al shape. also, as we mentioned off the soldiers supported by tank stones that on wednesday he was president short by and has de
tom. i should also mention to you that i have been speaking to palestinians here and aren't quite eastern. just want to ask them about their opinion. with regard to those and verified videos that have been shown by the israeli army, everybody i've spoken with was a palestinian here, has said to me, they do not believe the veracity of those in which is they believe that there should be 3rd party investigators. there they say that this is simply propaganda on behalf of the israelis. and they also...
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Nov 19, 2023
11/23
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tom was also hits by his writing for 6 thousands upon his commands on seeing the ship. a hospital in the world health organization is going to get a debt. some doctors there, so he's ready for all of them to evacuate. the compound, israel has to be to purchase for volunteer. and on his reading, newspapers reporting that an army helicopter may have find them fall to get us at the rate of attack by how much fight is on october 7 opened $360.00 people were killed up at festival, talking to me in president, malcolm would that bass is appealing to us president joe biden to intervene to stop as well as go on cause a leo i thought were going today. i address you as president joe biden, who bears a special responsibility due to his intentional standing and significant influence on these really occupation authorities to intervene immediately to help this aggression president bite. and i call on you with all your official and humane qualities to stop this humanitarian catastrophe. this genocide against our innocent people, history will not absolve any one of these crimes. i call
tom was also hits by his writing for 6 thousands upon his commands on seeing the ship. a hospital in the world health organization is going to get a debt. some doctors there, so he's ready for all of them to evacuate. the compound, israel has to be to purchase for volunteer. and on his reading, newspapers reporting that an army helicopter may have find them fall to get us at the rate of attack by how much fight is on october 7 opened $360.00 people were killed up at festival, talking to me in...
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Nov 7, 2023
11/23
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tom metcalf joins me here on set. tom, the numbers were not great out of ubs but what stood out to me is they are accelerating their wind down of their core assets. break that down for us. what does that look like? tom: this is the first time they have consolidated credit suisse results. which was perhaps inevitable. it is really hard to pull out exactly what to make of these things. for me, the non-core unit that had a loss of about $2 billion is what really pulling down here. the bad bank, as it were, wiping out ubs profit. it will be interesting to see what is to come next year. there will be a restructuring charge so it is interesting through q4. where do we stand? right now, it is pretty clear some inflows. it looks like wealth management stood out well but at the same time, your investors have plenty to digest. kriti: it feels like the narrative around it is that ubs is coming to the rescue of credit suisse. i'm curious with these numbers you have posted. to what extent is the integration of credit suisse rescue
tom metcalf joins me here on set. tom, the numbers were not great out of ubs but what stood out to me is they are accelerating their wind down of their core assets. break that down for us. what does that look like? tom: this is the first time they have consolidated credit suisse results. which was perhaps inevitable. it is really hard to pull out exactly what to make of these things. for me, the non-core unit that had a loss of about $2 billion is what really pulling down here. the bad bank, as...
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Nov 11, 2023
11/23
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tom? >> let's hope some get out. all right, keir, we thank you for that. >>> and the war abroad is fueling tensions here at both. both anti-semitic and islamaphobic incidents are on the rise. college campuses continue to be a flash point along with posters showing kidnapped israelis being ripped apart. we get more now from anne thompson. >> reporter: college campuses, lampposts, and city blocks in this country, these are the new flash points of the israel-hamas war. escalating tensions over the past month at new york's columbia university led to today's suspension of two student groups, both pro-palestinian accused of violating school policy with threatening rhetoric and intimidation. at ohio state the university's president says there were two incidents that targeted the jewish community in the last 24 hours. two students were assaulted, the jewish center vandalized. meanwhile, across the country, people are tearing down pictures of the 239 hostages held by hamas. >> i feel personally att
tom? >> let's hope some get out. all right, keir, we thank you for that. >>> and the war abroad is fueling tensions here at both. both anti-semitic and islamaphobic incidents are on the rise. college campuses continue to be a flash point along with posters showing kidnapped israelis being ripped apart. we get more now from anne thompson. >> reporter: college campuses, lampposts, and city blocks in this country, these are the new flash points of the israel-hamas war....
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Nov 26, 2023
11/23
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FOXNEWSW
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all like tom to start off with his tips. an idea. >> get your politics out of the way during grace. >> during grace. >> during grace because they can't argue. all environment and military members and freedom and low taxes. >> people start talking and they don't bring up a topic you agree with. >> you find like-minded family member, my wife and you have a code. in our case, the code is that's interesting. that's interesting means you are an idiot so when you're on's boyfriend is on and on about how much makes good points, you say that's interesting. >> it's almost therapeutic like i'm going to decompress now not over react and you say a fox news host, what you mean? >> when the conversation get too heated, i'm sorry my producers think it's time to go. coming up. [laughter] >> he's out of your turkey dinner? >> you are out of your mind. >> got to run. short on time. >> breaking news. >> you are eating with family members, down to 12 tips. >> it's not tips honestly 12 days of christmas, when we are at our dinner table, i just w
all like tom to start off with his tips. an idea. >> get your politics out of the way during grace. >> during grace. >> during grace because they can't argue. all environment and military members and freedom and low taxes. >> people start talking and they don't bring up a topic you agree with. >> you find like-minded family member, my wife and you have a code. in our case, the code is that's interesting. that's interesting means you are an idiot so when you're on's...
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Nov 11, 2023
11/23
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thank you, tom the hardest working man in publishing, everybody, tom via. a decade ago we had the rare, spectacular privilege of dreaming up a new literary award. one of our owners, mark winkelman, came up with an idea for a kirkus and our other owner, herb simon, agreed to fund it this year will mark $1.5 million awarded to authors and illustrators through the kirkus prize. but i have to tell you when we first announced that the owner of kirkus was going to give away $150,000 a year to recognize achievement in literature, people were pretty surprised the news had all the big papers. the new york times, the washington post, losnges times. but my favorite headline was from a.v. club. they wrote new literary awards kirkus to pay actual money. ten years later, the kirkus prize is still one of the richest literary awards in the world. that's when we set out to establish what our award would be, what could be the staff editors at kirkus defined our top three priorities. first, we said if we're going do this, let's go big. let's give away enough that it'll make a
thank you, tom the hardest working man in publishing, everybody, tom via. a decade ago we had the rare, spectacular privilege of dreaming up a new literary award. one of our owners, mark winkelman, came up with an idea for a kirkus and our other owner, herb simon, agreed to fund it this year will mark $1.5 million awarded to authors and illustrators through the kirkus prize. but i have to tell you when we first announced that the owner of kirkus was going to give away $150,000 a year to...
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Nov 11, 2023
11/23
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i'm tom llamas we begin with the rapidly deteriorating situation in gaza city and the growing concerns for civilians with hospitals in the hamas-controlled territory now surrounded by fighting the images, take a look, a massive fireball exploding near one major hospital and about six miles away the horror as a projectile is seen falling on the compound of another hospital, gaza city's largest. israel saying it was yet another misfire from a terrorist organization and it all comes after israel agreed to daily four-hour humanitarian pauses to allow civilians to flee with secretary of state antony blinken saying today, quote, far too many palestinians have been killed. and as negotiators work to free the nearly 240 hostages being held by hamas, our keir simmons is in tel aviv tonight and he leads off our coverage >> reporter: this was the sky over gaza tonight in israel's war with hamas and overnight near the indonesian hospital in gaza city, a fireball. hours after the white house says israel agreed to humanitarian pauses in the fighting, but no ceasefire. close by, above al shifa hospit
i'm tom llamas we begin with the rapidly deteriorating situation in gaza city and the growing concerns for civilians with hospitals in the hamas-controlled territory now surrounded by fighting the images, take a look, a massive fireball exploding near one major hospital and about six miles away the horror as a projectile is seen falling on the compound of another hospital, gaza city's largest. israel saying it was yet another misfire from a terrorist organization and it all comes after israel...
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Nov 21, 2023
11/23
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tom. okay, thanks so much. that's mohammed, challenging for us, unoccupied, east jerusalem about joining us now is that which is there is some obama and i'm a show, a professor of security and military studies at the institute for graduate studies . thanks so much for joining us. i'm as might know you've been saying right across the story as has been moving over the last few hours or so can you just bring us up to date with what the latest is that you're hearing from guitar e officials is a pivotal moment. we do understand that teams working as we speak to finalize the very final delicate aspects of this deal. but waiting to hear from katasha, 40 minutes and probably minutes of the same time several times when i little have man. sandy's contact is since early in the morning have been very cautious with the spokesperson of the missile fort enough as you have it on the sort of thing. we have reached the very final stage and you just what remains is the final announcement of the, the reason why they are being caut
tom. okay, thanks so much. that's mohammed, challenging for us, unoccupied, east jerusalem about joining us now is that which is there is some obama and i'm a show, a professor of security and military studies at the institute for graduate studies . thanks so much for joining us. i'm as might know you've been saying right across the story as has been moving over the last few hours or so can you just bring us up to date with what the latest is that you're hearing from guitar e officials is a...
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Nov 22, 2023
11/23
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tom, i want to read you something else. a member of the new york congressional delegation telling fox, all border crossings new york and canned today, were quote, given guidance to further scrutinize every car but not closed. maybe there was concern about something happening. maybe this was a general feeling we needed to be more aware because of the situation happening overseas between israel and hamas. your thoughts, sir. >> like i said, the northern border is very vulnerable. they have very few agents on the northern border. i grew up in upstate new york on the canadian border. half the agents on the northern border, half of the united states border patrol has been detailed to the southern border. i get it that is where the fire is at. you send firemen to the biggest fire around i get it but you can't let the northern border be ignored. many agents at the northern border, many are processing apprehensions on the southern border virtually. the open wound we inflicted on the southern border affects the entire country. they'
tom, i want to read you something else. a member of the new york congressional delegation telling fox, all border crossings new york and canned today, were quote, given guidance to further scrutinize every car but not closed. maybe there was concern about something happening. maybe this was a general feeling we needed to be more aware because of the situation happening overseas between israel and hamas. your thoughts, sir. >> like i said, the northern border is very vulnerable. they have...
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tom toddler position on, on gaza on the mazda is no agreement. the move um, but i seem to dispute the multiple page and then hopefully um by the tucson as get together in the future that could be with more unusual understanding and build some trust and, and be as much further than that. and then just refusing to talk to each other for me. and while the russian and dedication has arrived in san francisco to participate in about a pack for him, the deputy prime minister who is leading the nation's representative staff, said his expectations ahead of upcoming meetings. so i just saw on the bottom of that this traditionally the a big for me, it seems a very practical orientation aimed at creating a favorable conditions for business development and strengthening size between economic operators from epic regions. as for the poll decides ation of the 8 big formats. so signals reach us, of course, but we hope that it won't happen at the 8. the cool remain purely economic as for sanctions today, the world space and very complex global problems and restric
tom toddler position on, on gaza on the mazda is no agreement. the move um, but i seem to dispute the multiple page and then hopefully um by the tucson as get together in the future that could be with more unusual understanding and build some trust and, and be as much further than that. and then just refusing to talk to each other for me. and while the russian and dedication has arrived in san francisco to participate in about a pack for him, the deputy prime minister who is leading the...
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Nov 9, 2023
11/23
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tom: excellent. we have covered a lot of territory and topics. anything you want to close out on or that we have not hit on yet that you want to? gen. flynn: i appreciate this venue. it is long overdue and i am thankful that we have this strategic land power dialogue here at csis and i am thankful for the opportunity to be able to come up here and have this platform to share some of my thoughts on what is happening. tom: thank you for your time and your leadership and please join me in thanking general flynn. [applause]
tom: excellent. we have covered a lot of territory and topics. anything you want to close out on or that we have not hit on yet that you want to? gen. flynn: i appreciate this venue. it is long overdue and i am thankful that we have this strategic land power dialogue here at csis and i am thankful for the opportunity to be able to come up here and have this platform to share some of my thoughts on what is happening. tom: thank you for your time and your leadership and please join me in thanking...
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hi foggins and tom t. for instance, young chinese buyers think volkswagens electric models are lane as they lock a karaoke app when it comes to infotainment software. germany these like far behind to better meet the needs of their asian customers. german automakers are setting up more r and d centers in china. and discovering that they now have much to learn china has suddenly become quite innovative and german comp make us want to tap into that . they want to tap into a local know how when it comes to software development when it comes to battery development, which are kind to say is to pay on china, not just on sales, but also on technology is the biggest risk. if you don't go to china, china in the future because of those on china, our departments can run from china. if you don't do that news, the race german carmakers seem to have taken this message to hearts dw mercedes and bmw are showing up more than 5000000000 bureaus to get cooperation agreements with chinese partners rolling from battery producti
hi foggins and tom t. for instance, young chinese buyers think volkswagens electric models are lane as they lock a karaoke app when it comes to infotainment software. germany these like far behind to better meet the needs of their asian customers. german automakers are setting up more r and d centers in china. and discovering that they now have much to learn china has suddenly become quite innovative and german comp make us want to tap into that . they want to tap into a local know how when it...