All right. So, you're looking at the IIGJA, that big infrastructure bill. You say it was about 300 billion.About 170 has been spent and under 130 to grow. And you say that's tanamount to really a big tailwind for the material sector. >> Yeah.You know, and and what I'd say, Frank, is I look at it in three buckets. So, the public, you're right. It is we've got an incredibly positive outlook.Even though the bill expires in September, only 50% of the dollars have even been spent. Another really big bucket to wa ...

A very serious situation here. A number of complaints to the National Highway Traffic Safety Administration. How big of a deal is this for Tesla.It seems to have a cult following as a, you know, for vehicles and for owners. The idea of this risk, how big of a deal is it. >> Well, look, you know, every accident is regrettable and tragic.But I will say that number one, what you pointed to, there are emergency backup systems and there are ways to manually open the vehicles, both the front and back door. from w ...

Gold Market Analysis - Gold is on pace for its best year since the 1970s, reminiscent of the years after abandoning the gold standard [1] - Central banks are moving out of dollar assets and into gold, hedging against economic uncertainty, trade wars, and geopolitical tensions [2] - Investors are starting to catch up to the gold trade, with flows entering into physical gold [3] - Geopolitical uncertainty and potential interest rate declines are expected to persist through 2026, driving gold prices higher [5] - Western investors have recently started moving into physical gold, suggesting further potential for growth [6] Silver Market Analysis - Silver is viewed as a complement to gold, typically rallying after gold's initial move [7] - Silver is increasingly recognized as an industrial metal, with growing industrial applications [7][8] - Investors are starting to allocate to silver, potentially due to gold's strong performance [9] - Silver miners offer more leverage than holding the physical commodity, but also carry execution risk [9][10] - Many silver miners have all-in sustaining costs below $15 per ounce [11] - Silver is often mined as a byproduct, making pure-play silver miners an area of investor focus [12] Copper Market Analysis - Copper is up approximately 35-37% year-to-date [13] - The copper market is evolving beyond its traditional ties to global economic health [14] - The energy transition, with nearly $2 trillion of investment last year, is providing underlying support for copper demand [14] - Increased electrification, artificial intelligence, and data center buildout are adding to copper demand [15] - Constrained supply and disruptions in the copper industry are likely to push the market into a deficit this year and in the medium to long term [16]

Drew, I I want to start off talking to you about some of the things we're seeing in the markets. Uh gold and silver at at highs, financials at highs. We're seeing materials and some other cyclical sectors outperform tech.What does that say to you about investors going into 2026. >> So, look, looking at the equity market action, I think investors aren't afraid of risk right now. Look, we're in a later stage of the bull market.We expect volatility. We expect more volatility. A lot of good news is priced in.It ...

STRATEGIST AT THE CARSON GROUP RYAN GOOD MORNING. GOOD TO SEE YOU. >> GOOD MORNING FRANK I FORGOT TO GET THE MEMO TO WEAR SOME GREEN TODAY.BUT LOOKING GOOD FRANK. THANKS. >> WELL, THANK YOU VERY MUCH.I'M TRYING TO BE IN THE HOLIDAY SPIRIT. SPEAKING OF THE HOLIDAY SPIRIT, I FOLLOW YOU ON SOCIAL MEDIA. RYAN, YOU WERE POSTING ABOUT THE FACT THAT WE DIDN'T GET A SANTA CLAUS RALLY THE LAST TWO YEARS, BUT WE'VE NEVER MISSED THREE IN A ROW.YOU'RE ALMOST SOUNDS LIKE YOU'RE ALMOST GUARANTEEING A SANTA RALLY THIS YEA ...

Well, 2026 could see some big changes for the IPO market, forcing some moves by some of the biggest players. Leslie Picker joins us now with the story. Hey, Leslie. >> Hey, Joe.Good morning. Yeah, for years, many of the biggest private AI companies think open AI, anthropic data bricks have shunned the public markets, but bankers say that may need to change next year as the capex cycle crosses a threshold where private only financings just become too constraining. McKenzie research shows that by 2030, data c ...

Market Outlook - Freedom Capital Markets anticipates the bull run to continue, but at a slower pace of 3% to 5% from current levels, targeting the S&P return into the 7200s [4][7][8] - The market broadening will persist, with technology experiencing a divergence between winners and losers, potentially impacting the performance of mega-cap stocks [5][6] - Midterm election years typically introduce market volatility, but gridlock could create favorable conditions for 2027 [7] Sector Analysis - Financials and industrials are favored sectors, with specific interest in big banks like JP Morgan and Goldman Sachs, and Citigroup due to strategic changes implemented by Jane Frasier [9][10] - Transports are expected to lead, indicating slow, steady economic growth, with FedEx, UPS, and trucking companies showing strength [8][11][12] Potential Risks and Uncertainties - The Scottish ruling on tariffs poses a risk, potentially leading to uncertainty and market trepidation if tariffs are deemed illegal [16][17] - The transition to a new Fed chair and the increased visibility of voting members could introduce volatility into the market [18][19] Financial Sector Dynamics - Financials have performed well despite low consumer confidence, driven by strong earnings and M&A/IPO activity [14][15] - A pullback in financials could present a buying opportunity, as the sector tends to move in cycles [15]

and CEO of Frida, the brand that sells products for babies and parents. It started with one iconic item, the snot sucker, or nose. Frida Hirshhorn was a bankruptcy attorney, then lawyer for the Miami Marlins.When she became a mom, she tried a strange little device that surprisingly worked. That experience changed everything. Hirshhorn bought the small business selling the device, and grew it from a garage operation into a 150 product brand designed for all of the messy and real moments of parenting, a 2025 ...

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It is time for the lightning round by the course and then the lightning round is over. Are you ready. Ski D for the light round over Stephanie in Rhode Island. Stephanie, >> hey Jim, this is Stephanie in Rhode Island.>> How are you. >> Oh, I'm fine, thank you. Merry Christmas.>> See, >> I have owned Network Appliance for over 25 years, and I'm just curious whether I should continue to hold on to it. >> Well, you know, I think it's an okay company. It's storage management.That's a good business. Not a good y ...