which is a great way to pivot to your next guest. Tom Lee of Fund Strat is with us. Tom, welcome.You can comment on all those moves or anything else if you'd like, but also I want you to comment on something that hedge fund billionaire David Ter said on Squawkbox this morning. Listen, I don't think another ease matters, you know, as far as being too easy. This is going to be a little bit restrictive.I don't if they do too. Beyond that, it's going to be a little tricky, I think, because you got to be careful ...

Group 1 - The Federal Reserve is expected to resume its monetary policy normalization in September 2025, with Fed funds futures markets indicating a Fed funds rate of about 3% in December 2026 [1] - The author has a long-term investment approach, focusing on fundamental analysis, particularly in REITs, preferred stocks, and high-yield bonds [1] - The investment strategy includes combining long stock positions with covered calls and cash secured puts [1] Group 2 - The article does not provide any specific company or industry analysis, focusing instead on the author's personal investment experiences and strategies [2][3] - There are no stock or derivative positions disclosed by the author in any mentioned companies [2] - The article emphasizes that past performance is not indicative of future results, and no specific investment recommendations are made [3]

Joining us right now is Jimmy Dunn. He is Piper Sandler, vice chairman and senior managing principal. And Jimmy, we always appreciate seeing you.This is a pretty somber day though. 911 and the remembrance and you lost dozens of colleagues in the South Tower that day. So even though it's been 24 years, I know this is a moment that still is front and center for you.Yeah, the you know there's been a lot of sad days today. people remember it and you guys have been wonderful in remembering it every year and and ...

Group 1 - The article discusses the author's long-term investment approach, focusing on REITs, preferred stocks, and high-yield bonds, which began in high school in 2011 [1] - The author has recently combined long stock positions with covered calls and cash secured puts, indicating a strategy that balances risk and return [1] - The primary focus of the author's coverage on Seeking Alpha includes REITs and financials, with occasional insights on ETFs and macro-driven stock ideas [1]

Group 1 - The article discusses the author's journey into investing, starting in high school in 2011, focusing on REITs, preferred stocks, and high-yield bonds, indicating a long-standing interest in markets and the economy [1] - The author has recently adopted a strategy that combines long stock positions with covered calls and cash secured puts, emphasizing a fundamental long-term investment approach [1] - The author primarily covers REITs and financials on Seeking Alpha, with occasional articles on ETFs and other stocks influenced by macro trade ideas [1]

Group 1 - The article discusses the author's journey into investing, starting in high school in 2011, focusing on REITs, preferred stocks, and high-yield bonds, indicating a long-standing interest in markets and the economy [1] - The author has recently adopted a strategy that combines long stock positions with covered calls and cash secured puts, emphasizing a fundamental long-term investment approach [1] - The author primarily covers REITs and financials on Seeking Alpha, with occasional articles on ETFs and other stocks influenced by macro trade ideas [1]

*Cross-border fund flows, excluding hard currency and FX-hedged funds 5 September 2025 | 12:31PM EDT Weekly Fund Flows Cyclicals Supported Global fund flows, week ending September 3 | | | Global Fund Flows Summary | | | | --- | --- | --- | --- | --- | | | Millions USD | | % AUM | | | | 4wk sum | 3-Sep | 4wk avg | 3-Sep | | Equity | 63,590 | 17,569 | 0.06 | 0.07 | | Fixed Income | 91,885 | 22,435 | 0.25 | 0.25 | | of which: EM | 8,879 | 1,901 | 0.36 | 0.31 | | Money Markets | 92,888 | 51,792 | 0.22 | 0.50 | ...

Group 1 - The article discusses the author's long-term investment approach, focusing on REITs, preferred stocks, and high-yield bonds, which began in high school in 2011 [1] - The author has recently combined long stock positions with covered calls and cash secured puts, indicating a strategy that balances risk and return [1] - The primary focus of the author's coverage on Seeking Alpha includes REITs and financials, with occasional insights on ETFs and macro-driven stock ideas [1]

Group 1 - The article discusses the author's journey into investing, starting in high school in 2011, focusing on REITs, preferred stocks, and high-yield bonds, indicating a long-standing interest in markets and the economy [1] - The author has recently adopted a strategy that combines long stock positions with covered calls and cash secured puts, emphasizing a fundamental long-term investment approach [1] - The author primarily covers REITs and financials on Seeking Alpha, with occasional articles on ETFs and other stocks influenced by macro trade ideas [1]

Group 1 - The article discusses the author's journey into investing, starting in high school in 2011, focusing on REITs, preferred stocks, and high-yield bonds, indicating a long-standing interest in markets and the economy [1] - The author has recently adopted a strategy that combines long stock positions with covered calls and cash secured puts, emphasizing a fundamental long-term investment approach [1] - The author primarily covers REITs and financials on Seeking Alpha, with occasional articles on ETFs and other stocks influenced by macro trade ideas [1]