Sometimes it is so darn ugly that you have no choice but to view the weakness as a buying opportunity. This pointing the futures created some serious ugliness. But the individual stocks the index wouldn't comply.Why. Because while we have a lot of stocks of companies that aren't making money and you know I don't like them. We also have enough solvent strong companies with stocks that would be getting killed this week.So today felt like a little counter trend move with the real economy focused Dow Jones Indu ...

Two elite global investors share how they harness algorithms and economic signals to help pinpoint which sectors and economies hold the most promising alpha and what signals are showing risk ahead. This conversation features Systematica Investments Founder and CEO, Leda Braga and RockCreek Founder and CEO, Afsaneh Beschloss. ...

There has been no shortage of challenges facing the New York metro's real estate market, but usually whenever NYC is counted out, it presents a huge buying opportunity. Two of the most influential names in New York real estate; RXR Chairman and CEO, Scott Rechler and Rudin Management Co-Chairman, Bill Rudin share how they are positioning their portfolios and what’s next for New York. ...

AI has brought a goldrush of new investment prospects—not only with chips, but real estate plays with data centers and a host of public and private opportunities. But with talk of a bubble, investors need to be agile and discerning where they are putting money to work now. Two of the most successful new economy investors; General Atlantic Chairman and CEO, Bill Ford and Coatue Management Founder and Portfolio Manager, Philippe Laffont share which tech trends they are most excited about. ...

feel >> uh health equity FSA growth is happening and this is a nice hedge if inflation actually and interest rates go up. >> Tim, >> Jim, it's about time. Good to see you on Monday.British tobacco, I think continues its breakout and a nice dip. >> Bonan, >> I think you've got to pay attention to the volatility that we're seeing here. I want to reduce a little bit of beta.I think a gives you that with still with with continued upside. Steve >> comfortable owning some Boeing here. Jim, bring some tequila. ...

Hi there. So, uh, always busy. Nvidia traded about three and a half million contracts today.That is above average. The busiest contract not expiring today were the November 200 strike calls. We saw almost 100,000 of those trading for over three bucks a contract.Buyers of those obviously making bullish bets. Um, and the options market is implying a move of about 6.4% which is in line with the eight quarter average of about 6%. Uh we actually acquired some Nvidia and put on a buyite in this thing yesterday an ...

Hey there, Melissa. Yeah, the Financial Times this afternoon reporting that Alibaba allegedly provides tech support for Chinese military operations against targets inside the United States. Now, the paper citing a national security memo circulating inside the White House uh for that claim. So far, there's been no comment from the White House yet on this report. Uh the memo allegedly says the Chinese company supplies the People's Liberation Army with access to customer data that includes IP addresses, Wi-Fi ...

Um, you know what. We do want to go back to DC because the White House just issuing an update on tariff rates on a slew of items. Aean Jabers with that too. Aean.>> Yeah, Melissa. This just within the past hour here from the White House. This is a 98page document.It's a list of exemptions to tariffs on a range of products. So, hundreds of products now uh being exempted from tariffs. We've been just going through it with our team over the past 45 minutes or so.Some of the items uh that are going to be exempt ...

Meanwhile, we've got some uh a news alert here. Some big tech buying by Warren Buffett's Bergkshire Hathway. Leslie Picker's got all the details.Leslie. >> Hey, Melissa. Yes, it is 13s day and we saw Bergkshire Hathway taking a new stake in Alphabet.17.9% million shares. They're worth about $4.3% billion at the end of the quarter. You can see shares of Alphabet up about 1.4%.Google's parent company now a top 10 Berkshire Hathaway holding and the firm's biggest new tech position since its original Apple inve ...

Uh, meantime, as we mentioned, retail earnings do kick off next week. Home Depot reporting on Monday. Uh, we've got Lowe's and Target on Tuesday, Walmart to follow on Wednesday.That's a big one. Joe Feldman of Tel Advisory Group joins us now to look ahead to what we can expect. Joe, great to have you with us.Um, certainly interesting. Uh, you know, Walmart changing its CEO now with Doug McMillan stepping down. I feel like Walmart is the big one next week to watch in terms of what they're going to say and al ...