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May 14, 2024
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cetera, et cetera. [inaudible] never seen anything like this, order. hopefully will never again. you have a constitutional problem with the ability to say anything about your own case. i am not allowed to talk about big push -- portions of my case. nothing like that hasn't ever happened. are allowed to talk on the other side but i'm not. governor doug burgum who was here also, many politicians we are today, many congressmen et cetera et cetera document some of them. we know from the poles that president trump is leading all over the country and the conclusion is un-american people who -- early acquitted president trump. i believe that is true and i believe that a large portion say this trial is a disgrace and so are the others by the way, if you look at the way they're going. take a look at on in -- with during jack's most. >>> he got caught with his hand in the cookie jar. he got caught doing things that you're not supposed to -- that's why column the range jackson and he's a deranged person represente
cetera, et cetera. [inaudible] never seen anything like this, order. hopefully will never again. you have a constitutional problem with the ability to say anything about your own case. i am not allowed to talk about big push -- portions of my case. nothing like that hasn't ever happened. are allowed to talk on the other side but i'm not. governor doug burgum who was here also, many politicians we are today, many congressmen et cetera et cetera document some of them. we know from the poles that...
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May 30, 2024
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cetera, et cetera, so there had been some fundamental reasons. >> and the service now. you just don't see the stocks move like they're moving today. if you've gotten a nice bump and salesforce has aren't gotten that much of a bump, but if you've been up and theoretically it's on this ai halo and the expectations have gone up with the stock price especially the outlook, the result right there, 20%. this was the flip side and there was no tolerance for disappointment and any number of people who have come on the network, i'm sure and observed, and the guidance. the market votes more than the pundit. >> that's correct. it obviously tells you it couldn't be that great or that average and it would not be down 28%, but you have seen pain throughout tech and we listed a bunch of the names adobe, et cetera, et cetera, and it's just the size of nvidia and the size of microsoft and google and their performance has been so strong that it's just overwhelming and all these other names. >> nvidia is such an outliar and it is up 6% and every other is shy of 1% and the positioning data
cetera, et cetera, so there had been some fundamental reasons. >> and the service now. you just don't see the stocks move like they're moving today. if you've gotten a nice bump and salesforce has aren't gotten that much of a bump, but if you've been up and theoretically it's on this ai halo and the expectations have gone up with the stock price especially the outlook, the result right there, 20%. this was the flip side and there was no tolerance for disappointment and any number of...
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May 14, 2024
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it is very unfair, et cetera, et cetera, et cetera. brett tolman, gag order is tool utilized to protect defendants, rarely if ever applied to one side. they have never seen anything like this gag order. you haven't either. hopefully you will never again. it is negative seen before. it applied to only defendants. you have a constitutional problem without ability to say anything about our even case. i am not allowed to talk about big portions of my case and nothing like that has ever happened. they're allowed to talk, the other side but i'm not. governor doug burgum was here also. many politicians were here today, many congressman, senators, you met some of them. we know from the polls president trump is leading all over the country. larry: all right, mr. trump is just reading notices out right now. we've got chairman of the republican national committee, the new chairman, mr. michael wattley of north carolina if i have that right. >> yes, sir. larry: thank you for coming on the show. look, apropos of the things president trump is talkin
it is very unfair, et cetera, et cetera, et cetera. brett tolman, gag order is tool utilized to protect defendants, rarely if ever applied to one side. they have never seen anything like this gag order. you haven't either. hopefully you will never again. it is negative seen before. it applied to only defendants. you have a constitutional problem without ability to say anything about our even case. i am not allowed to talk about big portions of my case and nothing like that has ever happened....
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May 14, 2024
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let's see, any president who would go through the justice system, et cetera, et cetera. yeah, it's a disgrace. what's happening? this is something it shouldn't be happening. thom fit i've carefully track the real donald trump trial up in new york. the prosecution in quotes, prosecution, meaning persecution has been presented. any evidence of a crime by trump whatsoever judge very shyness the laces very negative things about a matter of what about the gentile? i'm not going to say that today about the matt whitaker, warmer acting attorney general, deeply concerned about drought. new york targeting president trump is very a fair and sentence entrance that read jomon gag order is a tool utilized to protect defendants. >> rarely, if ever applied to one side, they've never seen anything like his gag order, you affidavit and hopefully you will never again, it's never seen before. >> it applied to only defendants. you have a constitutional problem without a village say anything about it, your own case. i am not allowed to talk about big portions of my cash and nothing like that
let's see, any president who would go through the justice system, et cetera, et cetera. yeah, it's a disgrace. what's happening? this is something it shouldn't be happening. thom fit i've carefully track the real donald trump trial up in new york. the prosecution in quotes, prosecution, meaning persecution has been presented. any evidence of a crime by trump whatsoever judge very shyness the laces very negative things about a matter of what about the gentile? i'm not going to say that today...
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May 7, 2024
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or when you talk to others, eight groups, et cetera. that they first of all, they say there's no real safe place gaza, but they say those zones barely livable as it is. and there's 100,000 figure is one set by israel. but speaking to us officially they're not particularly confident that only 100,000 people are needing to leave or will want to leave. because if you see your neighbors going fleeing the violence, others may follow. and they fear a bigger exodus, which of course creates a whole nother issue here with already limited and impacted resources president biden is under pressure. >> he has also said to netanyahu on multiple occasions do not do a major ground offensive here. how close is this to defying outright defying president biden? >> i would say it's pretty darn close, right? and israel calls this a limited operation, but limited is in the eyes of the beholder, right? i mean, if you're closing a major crossing here we've already seen some civilian casualties. we've already seen some of the explosions and airstrikes overnight,
or when you talk to others, eight groups, et cetera. that they first of all, they say there's no real safe place gaza, but they say those zones barely livable as it is. and there's 100,000 figure is one set by israel. but speaking to us officially they're not particularly confident that only 100,000 people are needing to leave or will want to leave. because if you see your neighbors going fleeing the violence, others may follow. and they fear a bigger exodus, which of course creates a whole...
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May 30, 2024
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the pfos free turn-outs that will be a cost to the department, et cetera, et cetera, so we are standing strong on that and hopefully we will have good meetings with them. graduation is next friday at 4 p.m. for the h2 academy. hopefully we'll see some of you there and i want to congratulate commissioner fraser i believe. you were sworn in two years ago this week. sorry i don't know anyone else sworn in, but--and then last but not least, we had numerous fires and this week and our folks have made some really-done some really impressive work and good saves. saved peoples lives and there is one high profile fire from yesterday on grove street where our folks did a great job and made an incredible-saved a life. that is really good news, but sorry that fire happened at all, but our folks are just really on the suppression side of things doing a wonderful job in terms of fires, and we had another rescue today on potrero and so, good things happening there and as always, happy ems and community paramedics as well. happy ems appreciation week. they are also doing stellar work out there and as w
the pfos free turn-outs that will be a cost to the department, et cetera, et cetera, so we are standing strong on that and hopefully we will have good meetings with them. graduation is next friday at 4 p.m. for the h2 academy. hopefully we'll see some of you there and i want to congratulate commissioner fraser i believe. you were sworn in two years ago this week. sorry i don't know anyone else sworn in, but--and then last but not least, we had numerous fires and this week and our folks have...
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May 21, 2024
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cetera, et cetera we have a basket all things, 25% spending up 6% outpacing general inflation so this is doing two things putting pressure on consumers right because taking away discretionary income from other things putting pressure on pricing power for corporations that rely on that discretionary funding, the discretionary ss consumption basket inflations there is flat not surprising consumers coming back, not surprising to see companies like wendy's offering deals mcdonald's similar regent walmart doing a lot more private label companies moving direction they notice pricing power under pressure huge driver last few years that is under pressure because of nondiscretionary inflation, you see persisting here for a whether i will. >> look what we learned in walmart quarter, high income americans going to walmart avtrading down want value play on everything, always a pleasure thanks so much for amazing insights as always, piper sandler. check nvidia event of the week company will report first-quarter earnings tomorrow night after the bell ai neither income expected to rise 768%, revenue
cetera, et cetera we have a basket all things, 25% spending up 6% outpacing general inflation so this is doing two things putting pressure on consumers right because taking away discretionary income from other things putting pressure on pricing power for corporations that rely on that discretionary funding, the discretionary ss consumption basket inflations there is flat not surprising consumers coming back, not surprising to see companies like wendy's offering deals mcdonald's similar regent...
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May 7, 2024
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and i know you spent time visiting ethiopia, kenya, zambia, et cetera. why have you spent so much time visiting these countries? >> the important work of protecting the country's health starts abroad making sure we can identify and stop health threats before they come to the united states. i have been in ethiopia and seeing more and more cases of measles and haven't been able to visit kids as much and that has a direct impact to the united states. we are seeing more cases of measles and because of international travel and the level of international travel. so those are the important work or the work back to the avian flu and looking to genetics all over the world and be able to identify it and stop it at its source and working hard that we are forward deploying the folks we need internationally to protect us here at home. >> so i don't think everyone has had an opportunity to visit the c.d.c. security is very tight. and i wrote about it that visits to c.d.c. and it was an emotional experience for me to be in that c.d.c. museum and see an individual who h
and i know you spent time visiting ethiopia, kenya, zambia, et cetera. why have you spent so much time visiting these countries? >> the important work of protecting the country's health starts abroad making sure we can identify and stop health threats before they come to the united states. i have been in ethiopia and seeing more and more cases of measles and haven't been able to visit kids as much and that has a direct impact to the united states. we are seeing more cases of measles and...
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May 16, 2024
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credit card delinquencies, loan delinquencies, charge offs, et cetera. it is very clear you are putting pressure on low income. i think they would like to put cuts in this year. i think there is a 25% chance you could start moving in july. you need a couple of months of good data and by the way, when you look at the employment picture, which chair powell talked about in the press conference, look at the jolts of job openings. you see the rate starting to come off a bit and now it is holding up payroll is healthcare and education. the cyclical components are coming off, so i think there will be a window to do it, but i would not bet my portfolio on them starting cutting. assuming you will be here for a period of time. >> you think the other under customization was the spending power of the baby boomer cohort. rates have been elevated, so lower income and younger consumers hurt more. wealthy consumers and baby boomers hurt less. all of the money and money market accounts, turning over 5% and that leads to more investable income. >> i think if you break dow
credit card delinquencies, loan delinquencies, charge offs, et cetera. it is very clear you are putting pressure on low income. i think they would like to put cuts in this year. i think there is a 25% chance you could start moving in july. you need a couple of months of good data and by the way, when you look at the employment picture, which chair powell talked about in the press conference, look at the jolts of job openings. you see the rate starting to come off a bit and now it is holding up...
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May 9, 2024
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cetera, et cetera if you look at what the company said about this hire, dr. baum will chair the portfolio management team. that's the firm's governing body responsible for capital deployment and portfolio management so, they're going to decide what programs to cut, what programs to accelerate, expand, who to partner up with, what fields they should prioritize when they're looking at how to invest this stuff is critical i thinkist interesting that think brought someone in from wall street. we have seen this elsewhere. we saw going the hire ruth pouret, and she'll be basically running the show there i think it's an interesting development as a shareholder of pfizer i like it. >> and not a tell you what you want to hear kind of a hiree, which is just an interesting managerial perspective. >> i don't want to undersell him, by the way, this guy wrote a legendary rope in 2011 about immunotherapies that became a huge milestone for the industry. . um is more than just a sell-side analyst. >>> quick break. final trades on the other side that's right james, it isn't. c
cetera, et cetera if you look at what the company said about this hire, dr. baum will chair the portfolio management team. that's the firm's governing body responsible for capital deployment and portfolio management so, they're going to decide what programs to cut, what programs to accelerate, expand, who to partner up with, what fields they should prioritize when they're looking at how to invest this stuff is critical i thinkist interesting that think brought someone in from wall street. we...
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May 7, 2024
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cetera, and i know that you spend time visiting ethiopia, kenya, et cetera. why have you spent so much time visiting these countries? >> well, the important work of protecting the country's health actually start abroad, making sure that we can identify and stop health threats before they would come to the united states. i was just in ethiopia and they are seeing more and more cases of measles. they've recently had internal conflict and they haven't been able to vaccinate kids as much and that has a direct impact back to the united states. we've been seeing more cases of measles and, again, that's a lot because of internationalas travl and the levelme of vaccination e are able t to do internationall. so those are kinds of the important work or it's the work back to avian flu. we are looking for genetic changes in viruses all over the world. we want to be able to identify ndit and stop it at its source. and so we are working hard to make sure that we are forward deploying the folks we need internationally to protect us here at home. >> so i don't think everyone
cetera, and i know that you spend time visiting ethiopia, kenya, et cetera. why have you spent so much time visiting these countries? >> well, the important work of protecting the country's health actually start abroad, making sure that we can identify and stop health threats before they would come to the united states. i was just in ethiopia and they are seeing more and more cases of measles. they've recently had internal conflict and they haven't been able to vaccinate kids as much and...
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May 15, 2024
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and et cetera. edward lawrence thank you so much. >> thank you. larry: we have john carney from breitbart economics and finance editor. and migrate pal russ vought. russ, start with you on tariff thing. you know a thing or two about tariffs. this is like we waited so long for so little, so meek. i don't understand this, but they want to sound muscular but they are not. >> they are not, they continue to chase leadership from president trump had while in office of changing relationship with china to go after some of the structural problems we have with china, stealing our technology, them making our -- it so we can't have a fair marketplace with our firms doing business in china. this is just a half measure, this come comes way too late, if they were servicive cabinet member would go to china say there is no talk about strategic decoupling, they waited this is what they have to show. larry: joe, we -- look. we don't buy steal from china or hardly or electric vehicles, we buy solar panels, and other hand, they want to stop rare earth. but they won't
and et cetera. edward lawrence thank you so much. >> thank you. larry: we have john carney from breitbart economics and finance editor. and migrate pal russ vought. russ, start with you on tariff thing. you know a thing or two about tariffs. this is like we waited so long for so little, so meek. i don't understand this, but they want to sound muscular but they are not. >> they are not, they continue to chase leadership from president trump had while in office of changing...
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May 28, 2024
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and also going after the judge and joe biden, george soros, his name was mentioned, et cetera, et cetera, et cetera. >> he tends not to do that if he's feeling if he's feeling good, i think people like you have said before. well, right. jake has memorial day statement. if you could call it that on truth, social was hardly that out of somebody, you know, kicking back, having a beer, enjoying the holiday with family, that was a man whose rattled who's angry who spent hours deep into the night going after who he sees. his adversaries i think he's concerned about this. i think that just the lack of control over the situation, the lack of control out over the outcome is something he's never been good with you, somebody who has just general control issues and wants to be able to have a say in how things are going to turn out. so his campaign has already thinking about how they're going to meet such either outcome here but a conviction or i will conviction is going to be something that i think is incredibly challenging, challenging with swing voters. he needs to be ready for that and i've spent
and also going after the judge and joe biden, george soros, his name was mentioned, et cetera, et cetera, et cetera. >> he tends not to do that if he's feeling if he's feeling good, i think people like you have said before. well, right. jake has memorial day statement. if you could call it that on truth, social was hardly that out of somebody, you know, kicking back, having a beer, enjoying the holiday with family, that was a man whose rattled who's angry who spent hours deep into the...
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May 14, 2024
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cetera if you i do that in america then we will be silent. sometimes that's what it is -- it has been internationally recognized and when you make textbooks like these, you are not competing, it is not competition it is cheating. and we have seen damage. america. to name an example, back in 2,000 and china when they began to flood the market across pennsylvania and ohio it was hit hard and i from those was no well -- for the 1,800 iron workers in ohio where they lost their jobs. i would not let that happen again. i am announcing new parts of the economy to ensure that workers are not held back by unfair trade practices. they include 25% tariff on chinese products, and will counter the overcapacity in these industries. we are making major investments in clean american steel, clean american steel aluminum, it is a big deal, clean because of the way we manufacture it here, make half as much carbon as they do in china, last month my administration announced a large investment in all of history to up to $1.5 $1.56 billion cleanl projects across am
cetera if you i do that in america then we will be silent. sometimes that's what it is -- it has been internationally recognized and when you make textbooks like these, you are not competing, it is not competition it is cheating. and we have seen damage. america. to name an example, back in 2,000 and china when they began to flood the market across pennsylvania and ohio it was hit hard and i from those was no well -- for the 1,800 iron workers in ohio where they lost their jobs. i would not let...
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May 3, 2024
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if the data continued to cool off, et cetera, et cetera, et cetera. i think about it if i was sitting in jay powell's seat, and i think when he saw that reading this morning, he had the data earlier. he probably looked at that and probably went, yes, and so i think the market reflects that. and i think even when you look at the makeshift of which stocks are up the most today, it is tech. it is the companies that want the lowest rates the most. and none of that is surprising to me. so, look, i think we're now at a situation where we're still going to have noisy prints. but maybe we have seen the worst of the quote, unquote reacceleration fears. >> is megacap tech back so to speak? i put it in quotes, because it never really left. there were some who thought he was getting off the bull train. but if you look the atat this w amazon is up 7.5, alphabet 5, meta and microsoft, 2 respectively. is this trade something we can count on firmly again? >> i think what's funny is that we talk about market rotations all the time. we actually have rotations inside of
if the data continued to cool off, et cetera, et cetera, et cetera. i think about it if i was sitting in jay powell's seat, and i think when he saw that reading this morning, he had the data earlier. he probably looked at that and probably went, yes, and so i think the market reflects that. and i think even when you look at the makeshift of which stocks are up the most today, it is tech. it is the companies that want the lowest rates the most. and none of that is surprising to me. so, look, i...
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May 30, 2024
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. >> this was a political show trial, et cetera, et cetera, et cetera, in the hopes that the nation or a majority of voters by that or believe him, one of the things that surprised the trump campaign. so far and a lot of his advisers is that they've gone through this entire trial. it's been in the news quite a bit. and yet trump's ballot share is still higher than joe biden's. that is donald trump is still winning by an inside the error margin amount in various polls so, so far from the trump's campaign perspective, so good, but no one knows what happens when you actually have a guy convicted of a felony and so he's going to start messaging on that to try to lessen that impact in case he does get convicted. again, my reporting strongly suggests he believes he's going to get convicted in the best you can hope for, is a hung jury and a mistrial. >> well luck. give a presidential election comes down to how many smiling eyes are looking at people as they go into the ballot box we've got a whole another issue on our hands, gentlemen. marika pluto, richard gabriel. thank you both so much tha
. >> this was a political show trial, et cetera, et cetera, et cetera, in the hopes that the nation or a majority of voters by that or believe him, one of the things that surprised the trump campaign. so far and a lot of his advisers is that they've gone through this entire trial. it's been in the news quite a bit. and yet trump's ballot share is still higher than joe biden's. that is donald trump is still winning by an inside the error margin amount in various polls so, so far from the...
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May 2, 2024
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israel, palestine, ukraine, et cetera. the world is not persuaded. and the world is -- >> i'm sorry, the votes in ukraine have been overwhelmingly against russia. >> the russian invasion but not supporting of sanctioning russia and all this sort of stuff, right, and i think there's a reason for that. in america it's understood that, of course, putin wanted to conquer the world and rebuild the russian empire, et cetera. but, you know, i think many people in the world look at america and see it poking, you know, let's poke at russia a little bit, let's poke at china, let's start to pick at the question whether taiwan might declare independent one way. i'm not saying that america is some horrible country. i'm just saying that america makes a lot of mistakes and i would think it's worthwhile having a much more humble attitude towards foreign policy that says first do no harm, let's not be so certain that we are right in our convictions. i'm not saying that putin is right or china is right. i think around the world only a madman would prefer to live with
israel, palestine, ukraine, et cetera. the world is not persuaded. and the world is -- >> i'm sorry, the votes in ukraine have been overwhelmingly against russia. >> the russian invasion but not supporting of sanctioning russia and all this sort of stuff, right, and i think there's a reason for that. in america it's understood that, of course, putin wanted to conquer the world and rebuild the russian empire, et cetera. but, you know, i think many people in the world look at america...
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May 1, 2024
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cetera, so that people believe these things because it's convenient for them to believe. >> yeah. really interesting when you break it down that way, which is why we want to talk to you.
cetera, so that people believe these things because it's convenient for them to believe. >> yeah. really interesting when you break it down that way, which is why we want to talk to you.
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May 4, 2024
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cetera. but i think today, everything is jumbled together, the absolutely legitimate and urgent injustices and the petty insults that people instead market as injustices that need immediate attention. i think we live in a culture, for example, of grievance merchants, people whose entire public lives or media lives are predicated on representing some group that supposedly has it worse than every other group. - let me ask you aboutomething that's happening this week in the headlines. - yeah. - we are seeing widespread anti-israel protests at college campuses across the country. and i wonder if this is in some way connected to grievance politics that you write about. - i think the way it's playing out is connected, right? so it's a complicated issue, and obviously there are questions to be asked that need to be asked about the israel-hamas war, about the way israel has prosecuted it, about, you know, whether it's gone too far and whether it's gone too long in gaza and all of that. so these stude
cetera. but i think today, everything is jumbled together, the absolutely legitimate and urgent injustices and the petty insults that people instead market as injustices that need immediate attention. i think we live in a culture, for example, of grievance merchants, people whose entire public lives or media lives are predicated on representing some group that supposedly has it worse than every other group. - let me ask you aboutomething that's happening this week in the headlines. - yeah. - we...
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May 7, 2024
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cetera, et cetera. she's saying it's not true. rumors that i received hush money for donald trump are completely false et cetera, et cetera. so that's january 10th. look at that signature. vary a lot, a lot of style. they're almost as if she's signing the declaration of independence. all right. so then the official statement is stormy dangles on january 30. also denying it and it's a quite different signature and that, has been. a subject of curiosity for some time on that same day of january 30, 2018, a stormy daniel's went on. jimmy kimmel live. let's roll that clip your original statement. the signature on the original statement does not match the signature on this statement. did you sign this letter that was released today? >> i don't know. >> wait a minute. that you can say. like my signature does it doesn't look like your signature, so you're saying perhaps this letter was written and released without your approval? do you know. where it came from? do you have any idea? i do not anywhere you did n
cetera, et cetera. she's saying it's not true. rumors that i received hush money for donald trump are completely false et cetera, et cetera. so that's january 10th. look at that signature. vary a lot, a lot of style. they're almost as if she's signing the declaration of independence. all right. so then the official statement is stormy dangles on january 30. also denying it and it's a quite different signature and that, has been. a subject of curiosity for some time on that same day of january...
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May 15, 2024
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et cetera. et cetera. it also includes a technology that will support smart cities come smart communities and includes a technological infrastructure that will allow us to outcompete our adversaries. nowhere is that work more critical than the revitalization of american manufacturing through the landmark chips and science act. semiconductors are the lifeblood of our technology from controlling the machinery that we used in our manufacturing facilities to keeping our fighter jets in the air come to something as simple as running and the plant in our home. and the capabilities extended technology of the future like ai and quantum computing. but to envision our path forward on chips, we have to take a step back and understand where we are starting from. right now we are deeply reliant on other countries for our chips, but it wasn't always like that. in 1990, many of us remember 1990, the u.s. made 37% of the world's chips. today, we make just 12%. a tiny fraction of the world's legacy chips, and th
et cetera. et cetera. it also includes a technology that will support smart cities come smart communities and includes a technological infrastructure that will allow us to outcompete our adversaries. nowhere is that work more critical than the revitalization of american manufacturing through the landmark chips and science act. semiconductors are the lifeblood of our technology from controlling the machinery that we used in our manufacturing facilities to keeping our fighter jets in the air come...
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May 8, 2024
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they were wheeled vehicles et cetera. there was nothing that was specific to say this unit or that unit will hand off their weapons to the taliban or any of that kind of stuff. i think an important point here is the united states military did not need that equipment. that was given to the afghan security force. when we gave equipment in vietnam and the north vietnam overran them. we did not give that equipment to them. that was the south vietnamese army. the same is true here or anywhere else. it is not the u.s. decision on that equipment because it is afghan owned equipment at that point in time. it's completely impractical and dangerous for us to try to go out and try to police that equipment. it was not feasible. we had 2500 special forces guys . the afghan government collapsed and the military collapsed and the special investigating eiji estimates $7.2 billion worth of u.s. manufactured weapons, not u.s. owned, ended up in taliban hands. i do believe there's probably some reporting out there that indicates some of it
they were wheeled vehicles et cetera. there was nothing that was specific to say this unit or that unit will hand off their weapons to the taliban or any of that kind of stuff. i think an important point here is the united states military did not need that equipment. that was given to the afghan security force. when we gave equipment in vietnam and the north vietnam overran them. we did not give that equipment to them. that was the south vietnamese army. the same is true here or anywhere else....
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May 28, 2024
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we have embarassment of riches, you, trey, andy mccarthy, et cetera. kerri, what do you believe about that, that prejudice has been kept out of this courtroom or has it been allowed in? >> oh, it's been allowed in. just the fact that stormy daniels was allowed to testify pretty much unimpeded what donald trump had in his hotel bathroom or her tour that she did that i won't repeat the name of the tour on air because it was so crass, the things she did as a porn star. we all listened to that for hours. none of that has anything to do, as lydia just reported the crime itself, the alleged crime itself, which is falsifying business recordses. david: but does the jury know that? forgive me, kerri, does the jury know what is legal and what does directly deal with what donald trump has been charged with? or have they not been told that by the judge? >> reporter: the judge along the way has stricken some things from the record including some stuff from stormy daniels he has but overall your question gets to i think the heart of this case in a lot of ways which
we have embarassment of riches, you, trey, andy mccarthy, et cetera. kerri, what do you believe about that, that prejudice has been kept out of this courtroom or has it been allowed in? >> oh, it's been allowed in. just the fact that stormy daniels was allowed to testify pretty much unimpeded what donald trump had in his hotel bathroom or her tour that she did that i won't repeat the name of the tour on air because it was so crass, the things she did as a porn star. we all listened to...
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May 10, 2024
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he said i said allen's said, et cetera. that's how it has to be. >> so if there may be more witnesses after that, this is probably i think it's been described as the last substantive witness at the prosecution is going to be putting on so you start wondering what is the case that the defense is putting on that is a very good question. >> here's the issue. kate wright, from a defense perspective, what you're looking at is did we have an establish a enough doubt not to have a case. right. remember that the fence has no burden, that the fence is not there to prove anything that the fences they had to raise the specter of reasonable doubt. so from a strategic perspective, you ask yourself, do we need witnesses to otherwise a stack? that there's reasonable doubt or do we just get up and on closing arguments, say the prosecution has improved their case because if you're relying upon the lip between michael cohen establishing that this was done at the behest of his boss that's a false thing to do because he's a liar. so whether th
he said i said allen's said, et cetera. that's how it has to be. >> so if there may be more witnesses after that, this is probably i think it's been described as the last substantive witness at the prosecution is going to be putting on so you start wondering what is the case that the defense is putting on that is a very good question. >> here's the issue. kate wright, from a defense perspective, what you're looking at is did we have an establish a enough doubt not to have a case....
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May 6, 2024
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et cetera. just because it's not a new locomotive, let's say, or new rail tracks doesn't mean it's not industrial. that theme, building out of the data center is a secular theme that's insensitive right now and is as every bit as industrial as everything else. that's incredibly powerful for the economy, not because of the data center but the ancillary effects we know it's going to spiral throughout the economy. >> if you like home depot, and you like strong consumer plays, those are the types of things that may be more at risk in a slowing economy and rates that still remain high, i mean, let's be honest, mortgage rates are still high, even though rates have started to come down a smidge. >> 100%. and we might have a bumpy road this career but for the next ten years that also is a secular theme. we're 5 million homes short in this country, you talk to any home builder, we all have, they have -- they've underproduced for 13 14 years, scott. you have 5 million millennials, that are first time buye
et cetera. just because it's not a new locomotive, let's say, or new rail tracks doesn't mean it's not industrial. that theme, building out of the data center is a secular theme that's insensitive right now and is as every bit as industrial as everything else. that's incredibly powerful for the economy, not because of the data center but the ancillary effects we know it's going to spiral throughout the economy. >> if you like home depot, and you like strong consumer plays, those are the...
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May 16, 2024
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. >> so those are airports airportauthorities et cetera tad with acquiring the technology that it's not the tsa itself. there's the standards of technology performance and then works. you can permit larger volumes that can be on sap in place. the other thing weso are working on a cybersecurity prototype. part of the requirements of its by a directional so we have this technology performing at the same level in terms of the software packages. a to tell them hey, you have to have this by this day and then they willrk have it. the way we are doing it centrally we can set up the system. it wouldn't be on the federal government to fund each. within two years i don't know. maybe we can talk about that a little bit more. my name is up and i now recognize the ranking member. and thank you, administrator for your testimony and partnership for tsa employees. i get the chance to meet with the hard-working men and women of tsa. there is more stable footing to mature as an agency. the rates have dropped nearly in half. what impact. the rates have dropped by 50% and we had in the last month what was
. >> so those are airports airportauthorities et cetera tad with acquiring the technology that it's not the tsa itself. there's the standards of technology performance and then works. you can permit larger volumes that can be on sap in place. the other thing weso are working on a cybersecurity prototype. part of the requirements of its by a directional so we have this technology performing at the same level in terms of the software packages. a to tell them hey, you have to have this by...
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May 16, 2024
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everybody writes one and then 2143 et cetera. and he won't be assigning it unless he's in the majority and then he wants five so i learned after about six months for people on this slide, four people on that side then it's my turn to speak. three words i'm not sure. whatever i decide is where the court goes. >> the book is called reading the constitution but the first third of it is about statutes. do you think you read them the same way? >> no john marshall i put a chapter of six different things he said. i think it is may be the most important case on interpreting the constitution and one of those things he says you know how many times it says bank in the constitution into the and te question is whether congress had the power. he said zero. of course it's a constitution and of course it will be written as a level of abstraction but there's the principles underlining those words freedom of speech, right to bear arms et cetera. you try to understand whether the owner of a shopping mall it didn't have shopping malls but i learned
everybody writes one and then 2143 et cetera. and he won't be assigning it unless he's in the majority and then he wants five so i learned after about six months for people on this slide, four people on that side then it's my turn to speak. three words i'm not sure. whatever i decide is where the court goes. >> the book is called reading the constitution but the first third of it is about statutes. do you think you read them the same way? >> no john marshall i put a chapter of six...
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May 22, 2024
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cetera so, this supports the trade. that kind of commentary supports the entire trade that's broadening this market, and again, to me, this is a huge relief for people. for people that wanted to buy nvidia, and a lot of people still wanted to buy weakness, they're happy that actually, you know, people that just recently bought it, this is reinforcing the story. >> just one other thing. the top line was better, the gross margin was better. also, their expenses were better so, a lot of great things going on and the diversify case you talked about in terms of who their customer is, that's a really great thing >> and it's giving a lift to other a.i. players >> yes the whole complex. >> amd is up what is it, 1% right now we also see supermicro higher, dell, your dell. >> well, thank you we'll see. it's been good >> trading higher. but this is validation that all these other plays, and tit's not just the chip makers anymore there's enough to go on here for software, et cetera, maybe we'll see that sort of transfer. >> right a
cetera so, this supports the trade. that kind of commentary supports the entire trade that's broadening this market, and again, to me, this is a huge relief for people. for people that wanted to buy nvidia, and a lot of people still wanted to buy weakness, they're happy that actually, you know, people that just recently bought it, this is reinforcing the story. >> just one other thing. the top line was better, the gross margin was better. also, their expenses were better so, a lot of...
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May 23, 2024
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through the mail and shipping, et cetera. but if we can cut off fentanyl crossing the border using these new technologies, that would make an enormous dent in the dangerous poison that is flooding our city. >> last week, we had the fbi director wray sitting in the seat you now occupy. he noted, he wished there was more cooperation from mexico about drug traffic. from a departmentwide counter drug perspective, what is the level of cooperation that we are receiving one not from mexico? >> i would echo what the director said. i wish there was more cooperation. we are getting cooperation. we have had extraditions. they have destroyed some labs. they have reduced precursors coming into the country. but we need much more cooperation. >> as i understand it, the current mexican government has severely constrained the doj's ability to work alongside their mexican counterparts to disrupt the cartels. what does the department and this administration do to restore full law enforcement partnerships with mexican partners? >> the fbi, i thi
through the mail and shipping, et cetera. but if we can cut off fentanyl crossing the border using these new technologies, that would make an enormous dent in the dangerous poison that is flooding our city. >> last week, we had the fbi director wray sitting in the seat you now occupy. he noted, he wished there was more cooperation from mexico about drug traffic. from a departmentwide counter drug perspective, what is the level of cooperation that we are receiving one not from mexico?...
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May 15, 2024
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. >> in those countries and at the individual airports, those airport authorities, et cetera, are they tasked with acquiring the technology that their tsas require? it's not the tsa itself. >> yes or. what happens is the civil aviation authority in those countries establishes the standards of technology performance and then works with the airports to establish a timeline for when they can come in compliance with that and also predicates some passenger convenience issues with the acquisition of that technology. for example, with ct technology you can permit larger volumes of liquids so that needs to be predicated of course on having ct in place. the other thing i would add is as you know, we are working on a one-stop security prototype that hopefully will kick off in the next several months. part of our requirements and our partners requirement, so it's bidirectional, is we both have ct technology and technology that's performing at the same level in terms of their software packages. >> wouldn't that also work in the united states? we develop the standards, et cetera, then have each ind
. >> in those countries and at the individual airports, those airport authorities, et cetera, are they tasked with acquiring the technology that their tsas require? it's not the tsa itself. >> yes or. what happens is the civil aviation authority in those countries establishes the standards of technology performance and then works with the airports to establish a timeline for when they can come in compliance with that and also predicates some passenger convenience issues with the...
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May 7, 2024
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cetera? how do you look right now? >> well, we've taken down our own exposure by 1,000 to 2,000 basis points in our hedge fund and long only fund, right, and done that by adding shorts, custom basket shorts we're worried about some things in the world as well as reducing some of the overall position sizes. again, this isn't about all or none this isn't about 100% net long or zero percent. this is going from 80% net long to start the year to something closer to 60% net long today, and, to be honest, it's the exact same thing warren buffett told us over the weekend and i think when folks come on the show oftentimes, they'll talk about a stock, and people think they're always 100% invested that's not the case. when the market is up this much to start the year, when the backdrop is this volatile, i think it makes sense to trim a little that's what we've done across our portfolios >> these stocks have done so incredibly well, the ones we're talking about, but there was the pullback in april that h
cetera? how do you look right now? >> well, we've taken down our own exposure by 1,000 to 2,000 basis points in our hedge fund and long only fund, right, and done that by adding shorts, custom basket shorts we're worried about some things in the world as well as reducing some of the overall position sizes. again, this isn't about all or none this isn't about 100% net long or zero percent. this is going from 80% net long to start the year to something closer to 60% net long today, and, to...
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May 14, 2024
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ce cetera, et cetera. what we will see is more focus on other critical minerals. not only will the chinese try to control as much as they can, but the united states government is taking an interest in these companies. they will be pushing behind the scenes to ensure that china doesn't gain control of more of the commodities. i was recently on a field trip where a member of the u.s. state department was present. we had calls with these guys. there is so much going behind the zscenes which will drive further growth with a host of smaller companies. >> if you stay out of it, you could be losing out here as well. john, if we talk overall. do you see mining pretty much having one major player or few major players in the future? do you see it close out more businesses? is there a sense you can have the number of mining companies you have now still in play in the future and a lot more breakups? >> i don't see bhp acquiring anglo right now, not unless they want to raise their offer a lot and the indication from th
ce cetera, et cetera. what we will see is more focus on other critical minerals. not only will the chinese try to control as much as they can, but the united states government is taking an interest in these companies. they will be pushing behind the scenes to ensure that china doesn't gain control of more of the commodities. i was recently on a field trip where a member of the u.s. state department was present. we had calls with these guys. there is so much going behind the zscenes which will...
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. >> somewhat suseptble, alumni stock given city demands payment et cetera parents withhold institution, sue some have sued because kids are not able to finish out school year, good for them. cheryl: "the washington post" reported university endowment showing few signs of direct israel or defense holding they said available documents found few direct holdings by largest endowments at all underscores difficulty in potential attempt to satisfy chris demands from protesters follow the money chris i always say is that. chris: the idea, is impossible first of all secondly small minority, the hubris of kids to say i think just sometimes just argument looking for cause; right? now jump on this i thinkt, professional protesters are making guys make demands absurd. >> the one requested it nypd stay on campus until may 17, two days after commencement all she has to do is pay for the entire program under nypd, called private detail private security you pay for it because, a lot of other groups in new york city pay for it but i digress. liz: educating students so should he know what is actually goi
. >> somewhat suseptble, alumni stock given city demands payment et cetera parents withhold institution, sue some have sued because kids are not able to finish out school year, good for them. cheryl: "the washington post" reported university endowment showing few signs of direct israel or defense holding they said available documents found few direct holdings by largest endowments at all underscores difficulty in potential attempt to satisfy chris demands from protesters follow...
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May 22, 2024
05/24
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these kinds of uses can be bad, impersonation, et cetera. one approach, in addition to listing out potential offenses, informational expressive use, that is a false statement or false representation so you say this is a certain celebrity when it is not for a certain teenage girl when it is not that would be actionable, still, even though there is some argument it is expressive. or, if the use is likely to mislead reasonable person about the source of the message or the speaker's identity. that way you would be able to at least have courts consider whether it is information expressive use or the safety valve if it is really causing harm because it is deceptive, you could still regulate it. >> understood. mr. davies, today you raised concern the bill lacks mechanism or showing form that the members have knowledge, should we incorporate notice and takedown structure, if so, should it be that dmca notice and takedown provisions, is there another mechanism you urge us to consider for knowledge and construction? >> thank you for the question. in t
these kinds of uses can be bad, impersonation, et cetera. one approach, in addition to listing out potential offenses, informational expressive use, that is a false statement or false representation so you say this is a certain celebrity when it is not for a certain teenage girl when it is not that would be actionable, still, even though there is some argument it is expressive. or, if the use is likely to mislead reasonable person about the source of the message or the speaker's identity. that...
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May 11, 2024
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you're going to have these exhibits, et cetera. and something that came in today was trump's knowing that these were supposedly contention payments for legal services d2 minus that's phony baloney. and that will be wrong are they what are they going to have to show as to trump's intent? they're going to need to show that he knows as the signing checks, et cetera. that that they are for something different than what they're really four, but they've got a fair bit of evidence of that. and that's why the defenses trying to say he's distracted, he signs, checks, the multitask, et cetera. >> and this is the gap and this is what's going to meet next week. so interesting, and this is why michael cohen is so important. errol, you know, oh, yeah, go you have covered michael, there was a question, a can you keep it together in terms of not talking about the trial the next few days is the judge really wants him to be going to keep it together on the stand. >> that's right. and those both of those are very much up in the air. we have to keep i
you're going to have these exhibits, et cetera. and something that came in today was trump's knowing that these were supposedly contention payments for legal services d2 minus that's phony baloney. and that will be wrong are they what are they going to have to show as to trump's intent? they're going to need to show that he knows as the signing checks, et cetera. that that they are for something different than what they're really four, but they've got a fair bit of evidence of that. and that's...
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May 28, 2024
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you might be a racist, misogynist, et cetera they are the only way you can be a christian and not be a big it is to be a cafeteria catholic or, you can be more spiritual than religious. that is usually okay.uall it is so bad for biden to me fence fairly liberal washington, d.c., cardinal mcgregor he coulond not hide hiu own dismay. >> i would say he is verayy sincere about his faith but a number of catholics he picks and chooses dimensions of the faith to highlight while ignoring or even contradicting other parts. there is a phrase that we have used in the past, a cafeteriase catholic. you choose that which is attractive and dismiss that which is challenging. >> laura: i love that, okay? but does biden even care? i don't know, but thank goodness with all of this controversy swirling, the intrepid al roker in his barometric pressure was at the white house today to askh about the upset that biden hasue caused among christians. >> howt th is he for you guys? great, we spent the day at camp david and my dad saidded family is the beginning of the end.mi we went up there and went to mass o
you might be a racist, misogynist, et cetera they are the only way you can be a christian and not be a big it is to be a cafeteria catholic or, you can be more spiritual than religious. that is usually okay.uall it is so bad for biden to me fence fairly liberal washington, d.c., cardinal mcgregor he coulond not hide hiu own dismay. >> i would say he is verayy sincere about his faith but a number of catholics he picks and chooses dimensions of the faith to highlight while ignoring or even...
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May 19, 2024
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wages et cetera. but i think they have a more unique issue that the campaign has to tackle and have julie rodriguez is listening. i think that what they have to do is focus on a vision for the future. most of these candidates have a hard time talking about the future. and i think it's an an effect of age. i'm not trying to be ages, but i think joe biden at 83 has to be able to give sandi and stokely, who are my five-year-old twins, we need to be able to know what the country will be like for them. and it's hard because he has to give a vision and realized he may not be a part of it. >> well and listen, what definitely doesn't help with black voters is saying what does it have help with black voters is saying that you've done more for that community than abraham lincoln. i mean, some of the absurdity according but listen, i think that we can kinda look at most of the key people groups that either sayyed needs to turn out whether it's young progressives, whether it's black voters, whether it's female vo
wages et cetera. but i think they have a more unique issue that the campaign has to tackle and have julie rodriguez is listening. i think that what they have to do is focus on a vision for the future. most of these candidates have a hard time talking about the future. and i think it's an an effect of age. i'm not trying to be ages, but i think joe biden at 83 has to be able to give sandi and stokely, who are my five-year-old twins, we need to be able to know what the country will be like for...