High rates can signal a ‘STRONG economy’: MAI Capital chief market strategist
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…WARE IS A BIG STORY GREAT AUGUST FACT JOBS IS BEEN A TOUGH MONTH UNDER MONTH FOR THEM AS WELL A AND YOU KNOW YOU ARE ALWS AI DESTROY EVERYTHING CAMP BUT YOU ARE WATCHING AND SEEING YOU FEEL MORE CONFIDENCE MCKESSON YOU I DO AND AS YOU KNOW I LIKE MICROSOFT FOR A WHILE BECAUSE HYPER SELLERS BUT NOW I AM COMFORTABLE THAT SOFTWARE COMPANIES THAT HAVE REALLY ENTWINED THEMSELVES WITH THEIR CLIENTS LIKE SALESFORCE SERVICE NOW COME THEY WILL ADD AI ON TOP OF EVERYTHING TO DO THE BECOME EVEN MORE BEAUTIFUL SCEN…
I LIKE MICROSOFT FOR A WHILE
Contexto extraído por IA I LIKE MICROSOFT FOR A WHILE BECAUSE HYPER SELLERS BUT NOW I AM COMFORTABLE THAT SOFTWARE COMPANIES THAT HAVE REALLY ENTWINED THEMSELVES WITH THEIR CLIENTS LIKE SALESFORCE SERVICE NOW COME THEY WILL ADD AI ON TOP OF EVERYTHING
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SERVICE NOW GREAT-LOOKING CHART ... AND I WOULD TAKE ADVANTAGE OF THAT
Contexto extraído por IA SOFTWARE COMPANIES THAT HAVE REALLY ENTWINED THEMSELVES WITH THEIR CLIENTS LIKE SALESFORCE SERVICE NOW COME THEY WILL ADD AI ON TOP OF EVERYTHING TO DO THE BECOME EVEN MORE BEAUTIFUL SCENIC SERVICE NOW GREAT-LOOKING CHART ... AND I WOULD TAKE ADVANTAGE OF THAT
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… AND YOU CAN SEE IS BELOW AND THE SIZE OF A COUPLE OF YEARS AGO AND THE HIGHS OF THE HAVE NOT MISSED A BEAT IN THEIR MUCH HIGHER THAN THEY WERE A FEW YEARS AGO THROUGH GETTING THIS ON THE CHEAP AND I WOULD TAKE ADVANTAGE OF THAT STEP SEEMS SAME WITH SALESFORCE .COM AND SO LET'S START HERE THANKS FOR THE SAME THING I WANT TO GIVE BACK TO THE HYPER SCALE SO YOU STILL LIKE THESE HYPERSCALERS AND THINK ARE COMING AROUND TO THIS YOU LIKE MICROSOFT AND I THINK THINGS EVERYONE WAS FOCUSED ON THE FREE CASH F…
SAME WITH SALESFORCE .COM
Contexto extraído por IA ... I WOULD TAKE ADVANTAGE OF THAT STEP SEEMS SAME WITH SALESFORCE .COM
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STILL LIKE IT ... I WOULD REALLY BY THES
Contexto extraído por IA CAN'T LET YOU GO WITHOUT ASKING ABOUT DALE ... YES YOU SEE BY THIS CHART THAT IT IS ON A FOUR TIMES COMING THE LAST YEAR ... STILL LIKE IT ... I WOULD REALLY BY THES
Transcrição Completa
MARKET NEXT GUEST SAID THE RISKS ARISING IN THE MARKET IS REACTING BUT HE REMAINS BULLISH AND OFFERING AND G-UPPERCASE-LETTER MARKET STRATEGIST CHRIS DANTE AND LET'S TALK FOR A MOMENT ABOUT THE RISK THAT YOU ARE TALKING ABOUT ARISING OBVIOUSLY TODAY, THE SAME HEADLINES THAT YOU KNOW SHOTS FIRED GOING BACK AND FORTH NOW IS BECAUSE A NEVER ENDING MORE THAN JUST BRING IN THE NERVES OF INVESTORS. >> AND THE PRICE OF OIL FOR BACK UP TO ABOUT $93 SO, IS CLEARLY ANAN ISSUE I'M STILL REMAINING BULLISH WE HAVE NO FOREIGN HIGHER RATES ABOUT THAT WHAT TURNS THEM ALL SPENDING AND AS LONG AS I CAN GET CONFIDENT AND THEN I WILL DAY TO EXCELLENCE HAVE ABOUT THE RIGHTS BECAUSE THIS IS BEEN GREATER FOCUS SINCE JACKSON HOLE AND YOU HAVE SCOTT BESSENT AND KEVIN WORK TOGETHER WERE READING BETWEEN THE LINES WERE LEARNING HOW TO READ AND SOME HARD TO READ SCOTT BESSENT AND SO I WOULD POINT TO THE RACE BECOME DETRIMENTAL. >> I THINK BY THE WAY SMELL REALLY THINK PEOPLE SHOULD JUST CALM DOWN ABOUT THE HIGHER RATES MANAGE MONEY OFF OF THE INTERNET BOOM IN THE LATE '90s AND THE RATES AVERAGED ABOUT SIX AND A HALF PERCENT. HIGH RATES ARE SOMETIMES AN INDICATOR OF A STRONG ECONOMY AND I THINK THAT'S WHAT THIS IS HIS AI SPENDING AND BRINGING JOBS BACK SO WE HAVE A STRONG ECONOMY AND HIGHER RATES BIT OF THE PRICE WE HAVE TO PAY. >> AI OPPOSITION JUST A YOU KNOW I'M GOING TO DO ANOTHER MIND TO TAKE LATER ON IN THE SHOW ON THIS BECAUSE YOU HAVE SOME REPUBLICANS AND AOC AGREEMENT THAT IS NOTHING BUT TELL YOU EXACTLY WHY IS THERE A POINT AI LOCALLY PHYSICIANS MIDTERM ELECTIONS ACTUALLY DERAIL THE AI. >> WILL HE COULD BUT I DO NOT THINK THAT IT WILL AND HERE IS WHY. THE EYE THE FOLKS IN THE BUILDING I SAW LIKE FRACKING WITH THESE GUYS DIDN'T HAVE MUCH MONEY THEY COULD NOTOT REALLY SPEND IT ON WILL BE AI HYPERSCALERS CAN SOLVE THIS PROBLEM BUT ADDED BY DIGGING THE PATH AND I THINK THAT ESPECIALLY AFTER THE MIDTERMS WHERE THIS AN ISSUE FROM THE GOING TO DO THIS WITH SAFE THREE AND THE ARGENTA CENTER TO YOUR TELL 50000 PEOPLE AND I SAY WERE GOING TO PUT YOUR RATE YOU GET FREE ELECTRICITY, FOR 20 YEARS ALL OF A SUDDEN YOUR LIFE RAIN ON HIS MAC LET YOU MAKE THE POINT BECAUSE THE POLLS WHICH ARE 70 PERCENT NEGATIVE CHANGE REALLY START TO ASK WELL WHAT ABOUT MORE JOBS OKAY WILL PUT ABOUT LOWER ELECTRIC BILLS AND WHAT ABOUT THIS AND BRING IT ON. >> IN THE GOGOOD THING ABOUT THS CASE IS THAT THE HYPERSCALERS CAN AFFORD TO DO THAT IT LOWERS THE RETURNS. IN ORDER TO GET THE DEAL DONE TO IT. >> SOFTWARE IS A BIG STORY GREAT AUGUST FACT JOBS IS BEEN A TOUGH MONTH UNDER MONTH FOR THEM AS WELL A AND YOU KNOW YOU ARE ALWS AI DESTROY EVERYTHING CAMP BUT YOU ARE WATCHING AND SEEING YOU FEEL MORE CONFIDENCE MCKESSON YOU I DO AND AS YOU KNOW I LIKE MICROSOFT FOR A WHILE BECAUSE HYPER SELLERS BUT NOW I AM COMFORTABLE THAT SOFTWARE COMPANIES THAT HAVE REALLY ENTWINED THEMSELVES WITH THEIR CLIENTS LIKE SALESFORCE SERVICE NOW COME THEY WILL ADD AI ON TOP OF EVERYTHING TO DO THE BECOME EVEN MORE BEAUTIFUL SCENIC SERVICE NOW GREAT-LOOKING CHART AND IT WAS EN MASSE DECLINED, IT IS BACKING AS WELL ABOVE THE 58 OR 200 DAY MOVING AVERAGE AND YOU CAN SEE ON THE STORY FROM THERE'S A TREMENDOUS AMOUNT OF POTENTIAL SEISMIC AND YOU CAN SEE IS BELOW AND THE SIZE OF A COUPLE OF YEARS AGO AND THE HIGHS OF THE HAVE NOT MISSED A BEAT IN THEIR MUCH HIGHER THAN THEY WERE A FEW YEARS AGO THROUGH GETTING THIS ON THE CHEAP AND I WOULD TAKE ADVANTAGE OF THAT STEP SEEMS SAME WITH SALESFORCE .COM AND SO LET'S START HERE THANKS FOR THE SAME THING I WANT TO GIVE BACK TO THE HYPER SCALE SO YOU STILL LIKE THESE HYPERSCALERS AND THINK ARE COMING AROUND TO THIS YOU LIKE MICROSOFT AND I THINK THINGS EVERYONE WAS FOCUSED ON THE FREE CASH FLOW TO NEGATIVE WRITING LIKE THIS YOUR EARLY NEXT YEAR NEGATIVE FREE CASH FLOW NOW FOLKS ARE LOOKING A LITTLE BIT FURTHER OUT AND SAYING AT SOME POINT CASH FLOW WILL BE A LEVELS NEVER DREAMT UP. >> BUT EVEN NOW, SO LET'S SAY LIKE GOOGLE CLOUD BUSINESS YOUR BUSINESS IS GOING 82 PERCENT HERE, BUT YOU ARE CAPACITY CONSTRAINTS SO IS BEEN SO MANY TO GROW IT 82 PERCENT SO YOU BEG AND BORROW AND STEAL TO DO THAT MISSUS CASWELL SPENT ARE NOT WASTING HIS MONEY AND YOU SEE THE END CHART AND THEY WILL CROAK SINA WELL THE INTERESTING THING ABOUT THIS AS THEY ALWAYS SAY THE HYPERSCALERS SPENDING. ALWAYS LOOKING AT IS HYPERSCALERS INVESTING OUR ENTIRE COUNTRIES ABOUT HAVING AN IDEA AND BORROWING MONEY GETTING MONEY SOMEHOW AND INVESTING IN LETTING IT COME TO FRUITION ALL OF A SUDDEN, THE SMARTEST PEOPLE IN THE WORLD CAN ACTUALLY GET $1 TRILLION FREE CASH FLOW BECAME THE DUMBEST PEOPLE IN THE WORLD FOR INVESTING. >> THEY DON'T HAVE DOUBLY BALANCE SHEETS FOR NOTHING THERE REALLY SMART. SO I WOULD BACK THEM AND BY THE WAY, SPENDING THAT MUCH MONEY MEANS THAT YOUR BILLION UNBELIEVABLE MOTIVE NO ONE ELSE CAN DO THAT. >> AND I WILL BE LIKE MAYBE A DECADE EVEN LONGER. >> I THINK SO. >> I CAN'T LET YOU GO WITHOUT ASKING ABOUT DALE ANOTHER NAME YOU'VE DONE EXTRAORDINARILY WELL WITH THAT THEY WERE REPORTING ABOUT ANXIETY OTHER YOU STILL HOLDING YOUR POSITION. >> YES YOU SEE BY THIS CHART THAT IT IS ON A FOUR TIMES COMING THE LAST YEAR AND SO FOR BASICALLY DECADES WORTH OF RETURN IN NINE MONTHS SO WE TAKEN A BUNCH OFF OF THE TABLE STILL LIKE IT AND LOOK ON THE BIGGEST THE FIRE SERVICE FOR THE SERVERS ARE NOT NVIDIA CHIPS IS OUR PREPARATORY SERVICE OR COMMODITY THING AND SO, WITH THE THING STARTED SLOW, TURNING WILL BE A WATCH IT ALSO SOON BUT WHEN THEY DO, WOULD NOT WANT TO BE SMITH GIVEN OUT IS HELD UP WELL WHEN ALMOST ALL OF THE OTHER TECH NAMES HAVE MAKE A BIG PUBLIC SMITH I WOULD REALLY BY THES
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