GRADUAL rate rises are BULLISH: Main Street Research chief investment officer
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…CH I THINK LEADS BACK AND ABSORBING WITH KEITH COME OF INDUSTRIALS WE SEE A LOT OF INDUSTRIAL NAMES YOU SEE CAPTAIN DOWN BECAUSE OF THE DATA CENTER BUILDER AND INVESTORS HAVE LOST CONFIDENCE IN THE AI TRADE AND A COUPLE OF TIMES THIS YEAR. IN EACH TIME SPENT A FANTASTIC OPPORTUNITY TO BUY RELEASE HOLD THOSE STOCKS BECAUSE WHAT IS HAPPENING AS YOU KNOW, PRICE-TO-EARNINGS RATIOS ARE GETTING COMPRESSED, WE HAVE PEACE WERE NVIDIA. >> WILL BE STOCKS ARE GETTING CHEAPER SMACK CHEAPER I THINK THERE'S LESS RISK IN THE ACT RIGHT NOW MAYBE THE REST OF THE MARKET. >> YOU MAKE OF THESE INVESTORS BECOMING IS SO QUICKLY TO SAY PWC SAID $2,031,000,000,000,000 IN 2050 THAT'S A …
IN EACH TIME SPENT A FANTASTIC OPPORTUNITY TO BUY RELEASE HOLD THOSE STOCKS BECAUSE WHAT IS HAPPENING AS YOU KNOW, PRICE-TO-EARNINGS RATIOS ARE GETTING COMPRESSED, WE HAVE PEACE WERE NVIDIA.
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… IS A BEAUTIFUL START KEEP READING THAT THERE IS A COPPER SHORTAGE OUT OF THIS LIKE IS WHEN BE THERE FOR A LONG TIME IT'S GOING TO BE GOOD WAY TO WRITE OUT THIS RIGHT 2030 LOOKS LIKE COPPER AND NEEDED COMMODITY EXCELLENT WAY TO PLAY IT. >> HS PC IS THAT HONG KONG SHANGHAI. >> WILL ORIGINALLY BASED ON MONDAY DO A LOT OF BUSINESS IN HONG KONG AND HERE IS GREAT PLAY, 12 TIMES EARNINGS THE WEALTH MANAGEMENT AND INVESTMENT BANKING BANKING BY WAY TO PLAY IT FOR SECURITY. >> HOT IPOS IN ASIA THE GETTING LIKE WILL DO THEY GET AN EXTRA I'M FROM BEST AND IF THEY IN THE DRIVER SEAT. >> YOU CAN SEE YET SOME GOOD STUFF I CAN TELL
HS PC IS THAT HONG KONG SHANGHAI. >> WILL ORIGINALLY BASED ON MONDAY DO A LOT OF BUSINESS IN HONG KONG AND HERE IS GREAT PLAY, 12 TIMES EARNINGS THE WEALTH MANAGEMENT AND INVESTMENT BANKING BANKING BY WAY TO PLAY IT FOR SECURITY.
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…8100 AND MAYBE A LITTLE HIGHER BUT WE HAVE SOME CHOP IN BETWEEN AND MAYBE EVEN A NORMAL CORRECTION WITH ALL OF THOSE CONFIDENCES OF MIDTERMS AMIA PRICES OF OIL CONCERNS MISPLACED CONCERNS ABOUT A HIGH SEER GOING TO GO TO THE OPPORTUNITIES. LOOKING OUT OF UNITED STATES AND YOU SAY WELL PHP STOMACH GET YOUR PASSPORT AND IT IS OUTSIDE OF THE U.S., WHEN MARKETS CONTINUE TO OUTPERFORM AND PHP KIMONO LARGEST COPPER PRODUCERS IN THE WORLD PRETTY ITCHING TIMES EARNINGS GREAT PLACE TO BE BY THE WAY FOLKS LOOK AT THE START IS A BEAUTIFUL START KEEP READING THAT THERE IS A COPPER SHORTAGE OUT OF THIS LIKE IS WHEN BE THERE FOR A LONG TIME IT'S GOING TO BE GOOD WAY TO WRITE OUT THIS RIGHT 2030 LOOKS LIKE COPPER AND NEEDED COMMODITY EXCELLENT WAY TO PLAY IT. >> HS PC IS THAT HONG KONG SHANGHAI. >> WILL ORIGINALLY BASED ON MONDAY DO A LOT OF BUSINESS IN HONG KONG AND HERE IS GREAT PLAY, 12 TIMES EARNINGS THE WEALTH MANAGEMENT AND INVESTMENT BANKING BANKING BY WAY TO PLAY IT FOR SECURITY. >> HOT…
LOOKING OUT OF UNITED STATES AND YOU SAY WELL PHP STOMACH GET YOUR PASSPORT AND IT IS OUTSIDE OF THE U.S., WHEN MARKETS CONTINUE TO OUTPERFORM AND PHP KIMONO LARGEST COPPER PRODUCERS IN THE WORLD PRETTY ITCHING TIMES EARNINGS GREAT PLACE TO BE BY THE WAY FOLKS LOOK AT THE START IS A BEAUTIFUL START KEEP READING THAT THERE IS A COPPER SHORTAGE OUT OF THIS LIKE IS WHEN BE THERE FOR A LONG TIME IT'S GOING TO BE GOOD WAY TO WRITE OUT THIS RIGHT 2030 LOOKS LIKE COPPER AND NEEDED COMMODITY EXCELLENT WAY TO PLAY IT.
Contexto extraído por IA "LOOKING OUT OF UNITED STATES AND YOU SAY WELL PHP STOMACH GET YOUR PASSPORT AND IT IS OUTSIDE OF THE U.S., WHEN MARKETS CONTINUE TO OUTPERFORM AND PHP KIMONO LARGEST COPPER PRODUCERS IN THE WORLD ... IT'S GOING TO BE GOOD WAY TO WRITE OUT THIS RIGHT 2030 LOOKS LIKE COPPER AND NEEDED COMMODITY EXCELLENT WAY TO PLAY IT."
Transcrição Completa
ACTUALLY ABOUT REALLY GOOD STUFF AND WE LIKE ECONOMICS TRENDS THE PRODUCTIVITY GROWTH. WE LOVE HIGHER CORPORATE PROFITS OF LISTENING AND MAIN CHIEF INVESTMENT OFFICER JAMES AND JAMES, YOU KNOW IT SO THAT IS REALLY BEEN THE ARGUMENT THAT THE DISTRICT APOLLO PUT OUT PIECES ADJUSTING WHAT WE SEE WITH THESE YELLED, SOMETHING TO DO WITH INSTABILITY, NOTHING TO DO WITH CREDIBILITY IS A GOOD THINGS PROBLEM STAFF. >> GRADUAL RAPE CRISIS THEY ARE BULLISH IN THE TELLS US THE ECONOMY IS STRONG PRODUCTIVITY GROWTH, WE KNOW IS INCREASING WITH AI CORPORATE PROFITS STRONG AND WHAT YOU GET FROM THAT IS MORE DEMAND, THE BOND MARKET RESPONSE TO THAT BY SAY HEY RACE HAVE TO GO HIGHER, BUT GRADUALLY THAT IS BULLISH. >> WHAT ABOUT THIS OLD-SCHOOL NOTION FEDERAL RESERVE ECONOMIST SAY THAT IS TOO MUCH OF A GOOD THING AND WE HAVE TO TAMP DOWN ON THIS AND I THINK KEVIN WARSH WANTS TO CHANGE THAT THINKING. >> AND I THINK KEVIN WARSH IS ON TO IT BUT THE BOND MARKET BE THE INVISIBLE HAND OF IT NEEDS TO BE DONE IN THE MARKET I THINK THAT IS WITH ONE IS DOING THE HEAVY LIFTING FOR THE FED AND IF WE REMEMBER BACK TO THE '90s DURING THE LAST BULL MARKET COME THE RATES GRADUALLY ROSE TO THE '90s, THERE AT THE TENURE AS 6 N IN FLORIDA HAPPEN SO, WE CAN GO THERE THIS BULL MARKET CAN STAY INTACT NECK OKAY SO LET'S TALK ABOUT THE RECENT PRESSURE ON AI IN THIS PESSIMISM. AND YOU CAN THINK SOME OF IT SHORT-TERM WEAKNESS, THE CIRCULAR FINANCING AND IS BEEN FOR THE MOST EVERYDAY NVIDIA HAS NEW BILL, AND JUST WHEN YOU THOUGHT THEY COULD NOT GET MORE CREATIVE, DATA CENTER PUSHBACK WHICH I THINK LEADS BACK AND ABSORBING WITH KEITH COME OF INDUSTRIALS WE SEE A LOT OF INDUSTRIAL NAMES YOU SEE CAPTAIN DOWN BECAUSE OF THE DATA CENTER BUILDER AND INVESTORS HAVE LOST CONFIDENCE IN THE AI TRADE AND A COUPLE OF TIMES THIS YEAR. IN EACH TIME SPENT A FANTASTIC OPPORTUNITY TO BUY RELEASE HOLD THOSE STOCKS BECAUSE WHAT IS HAPPENING AS YOU KNOW, PRICE-TO-EARNINGS RATIOS ARE GETTING COMPRESSED, WE HAVE PEACE WERE NVIDIA. >> WILL BE STOCKS ARE GETTING CHEAPER SMACK CHEAPER I THINK THERE'S LESS RISK IN THE ACT RIGHT NOW MAYBE THE REST OF THE MARKET. >> YOU MAKE OF THESE INVESTORS BECOMING IS SO QUICKLY TO SAY PWC SAID $2,031,000,000,000,000 IN 2050 THAT'S A LOW NUMBER. >> IT TELLS US THAT WE ARE REALLY EARLY IN THE AI CYCLE NUMBER TWO, WHEN INVESTORS TO SORT OF SECOND-GUESS IS BECAUSE ALEXI AIR ABOVE ALSO WE CAN CONTINUE TO GO UP AND GROW OVER THE YEARS ALL STOCKS GETTING OVERVALUED SO AI TRADE IS CHIEF. >> OKAY FRONT COMES REPORTER LAST NIGHT, I KNOW THIS WAS A REALLY HOT STOCK LIKE THE MAGGOTS OF A NAME THAT WAS NOT THERE AND THEN ONE POINT IS ACTUALLY MORE VALUABLE THAN A COUPLE OF THOSE NAMES BREAKING DOWN NOW ARE YOU A BUYER HOLDER WHERE ARE YOU GOING HERE SMITH FOR THE CHART IS NOT PRETTY. I THINK THE AI TRADE IN GENERAL IS BEAUTIFUL THIS IS DIFFERENT OF HIS MORE COMPANY SPECIFIC. >> I THINK IT IS MORE DIVERSIFIED NOT A SPECIFIC TO AI AND HERE IS WHERE WE ARE THE POSITION THAT A DIFFERENCE MORNING ACTUALLY ON THAT REPORTS NEXT BREAKING DOWN AND KEEP MOVING AVERAGE IS UNCOMFORTABLE. >> QUESTIONS ABOUT THE GOOGLE BUSINESS AND THIS ITSELF SOME OF THE BROADER MARKET BECAUSE LAST TIME WE SPOKE, YOU WERE LOOKING FOR 8100, CAN WE GET THERE SMITH THTHINK FOR SURE WE CAN GET TO 8100 AND MAYBE A LITTLE HIGHER BUT WE HAVE SOME CHOP IN BETWEEN AND MAYBE EVEN A NORMAL CORRECTION WITH ALL OF THOSE CONFIDENCES OF MIDTERMS AMIA PRICES OF OIL CONCERNS MISPLACED CONCERNS ABOUT A HIGH SEER GOING TO GO TO THE OPPORTUNITIES. LOOKING OUT OF UNITED STATES AND YOU SAY WELL PHP STOMACH GET YOUR PASSPORT AND IT IS OUTSIDE OF THE U.S., WHEN MARKETS CONTINUE TO OUTPERFORM AND PHP KIMONO LARGEST COPPER PRODUCERS IN THE WORLD PRETTY ITCHING TIMES EARNINGS GREAT PLACE TO BE BY THE WAY FOLKS LOOK AT THE START IS A BEAUTIFUL START KEEP READING THAT THERE IS A COPPER SHORTAGE OUT OF THIS LIKE IS WHEN BE THERE FOR A LONG TIME IT'S GOING TO BE GOOD WAY TO WRITE OUT THIS RIGHT 2030 LOOKS LIKE COPPER AND NEEDED COMMODITY EXCELLENT WAY TO PLAY IT. >> HS PC IS THAT HONG KONG SHANGHAI. >> WILL ORIGINALLY BASED ON MONDAY DO A LOT OF BUSINESS IN HONG KONG AND HERE IS GREAT PLAY, 12 TIMES EARNINGS THE WEALTH MANAGEMENT AND INVESTMENT BANKING BANKING BY WAY TO PLAY IT FOR SECURITY. >> HOT IPOS IN ASIA THE GETTING LIKE WILL DO THEY GET AN EXTRA I'M FROM BEST AND IF THEY IN THE DRIVER SEAT. >> YOU CAN SEE YET SOME GOOD STUFF I CAN TELL
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