18 Burst results for "Lenard"
CNBC's Fast Money
"lenard" Discussed on CNBC's Fast Money
"Welcome back to fast money, another check on today's big market sell off stocks dropping across the board on increased fears, the fed's rate hikes, excuse me, are pushing the economy into a recession. Retail sales also come in worse than expected. The Dow dropping more than 760 points, that's its worst day in three months. The S&P and NASDAQ also falling sharply. So what worked today? Only a few names in the S&P able to close out in the green, lenard, dear Horton, align technology, leading the gains, and a couple of healthcare movers shares of garden health dropping after it said a DNA blood test detected 83% of colorectal cancers, less than arrival, exact sciences, oligarch that identifies more than 90% very big percent moves there in the after hours. Tesla meantime, one of the only two positive NASDAQ 100 stocks today, but don't get too excited. Tesla is still one of the indexes worst performers so far this week down almost 12%. CEO Elon Musk dumping almost $3.6 billion worth of stock this week and our next guest predicts more trouble ahead. Danny Moses of the big short fame is founder of Moses ventures. He is shorting Tesla. Still, not enough for you. Not enough, yeah. Nope, not enough yet. What more is there here? But still a $500 billion company. And I don't think that the fundamentals justify that valuation. And listen, if I was as good at this trading stock as Elon Musk was, I wouldn't be sitting here I'd be taking vacations somewhere because he has sold now $40 billion over the last 13 months as we move lower here. So yeah, even if you put the short on when Elon Musk made the bid for Twitter, you would be in very good shape. I'm just wondering at this point, as you see the story unfold, what makes you so confident that there is more downside here? Is there something very concerning to you that I think that a lot of the stock price has been about his brand? And we've seen that now get hit a little bit. And if you're a fundamental investor and you like Tesla great. But I think still this valuation. There's a lot of headwinds coming for the economy on a macro basis. Yes, they were early in EV. Yes, they were the best or maybe solo are the best if you want to call it that. But a lot of competitions coming. And we're going into recession. It appears. So this is not immune from a normal economic cycle. And I still believe that on a fundamental basis, it's still very rich. Yeah, just to be really clear. I mean, you didn't short the stock today, right? I mean, the stocks had a big move here. You've been short. You've had a fundamental reason for the short. And I think that as I've been talking to you over the course of this year, I mean, what's happened with Elon, it really is about him not being at Tesla. I mean, when you think about how much of that $500 billion market cap is encapsulated in his association with it, is the Twitter thing. And some of the other stuff that's going on in and around it is that a big part of it because if he is a big part of this valuation and he's not likely to maybe have the same focus as he had in the years past is that part of it. Yeah, he's running three, four, 5 companies, big companies, three very large companies at this point. And so there's a lot of obviously that he has to deal with. And if he's getting margin called, if that's the reason that he's been selling stock here, whether he's going to replace some of the debt, the unsecured debt, 3 billion that we heard about in the papers a couple of weeks ago, we haven't seen a reason yet that he's sold over 7 billion stock $7 billion worth of stock over the last couple of weeks and months. So that's on top of the 33 billion that he had done before. So it still remains to be seen. And I just think people, if you're in Tesla's shareholder, and I have nothing against people being long it, you're getting frustrated here because his attention span is being compromised and I think they wanted to focus on the business and maybe the business isn't growing like it used to. And that would be the reason to stay short. But to your point, Dan, I'm not adding here. Obviously that's not a smart thing to do. It's down a lot, but put it in perspective. It's a 15 for one split, is what this has gone through in the last three or four months. This stock is still the equivalent of over $2000 on an apples to apples basis from four or 5 years ago from the time that four 20 was the funding secured. So put that in perspective. And the last thing I'll say is, I think when stocks go down like this that I don't believe trade on fundamentals, it makes you take a better look at what the fundamentals are. If it doesn't trade on that, what is the buying point? I don't know. Right. And then you layer in on it, you know, the question about just PEs in general in this sort of investing environment, Danny. So I'm wondering how you think about the markets now in light of what the fed did yesterday. And supposedly high growth stocks or at least valued like high growth stocks. It's very frustrating. I think people that watch the fed yesterday and saw that they're not either seeing what we're seeing. But again, this is a fed who said inflation was transitory. Now they're airing on the other side, I believe. But I think the noise of the fed, whether it's 25 basis points 50 or 75 more to go. I think we're going to shift to your point Melissa in the new year on fundamentals of companies. Because to me, that's going to move to the backdrop. Will there be a point where they stop yes? Will they point where they cut? Yes. Do I think they get over 5%, not a chance in terms of fed funds. So I think we'll have a lot of back and forth with that. But I think the shift is quickly moving to fundamentals, and that's why I still like the Tesla short. I always ask you this. Are there any new shorts out there that you're excited about? Or are you more inclined to be long at this point? A more client to be long and fine. Good cash flow and companies don't have a lot of debt on their balance sheet can have pricing power in this type of environment. And they're always going to be those. And I tell people all the time if you're looking at an ETF, stop with the ETFs and find an individual stock. If you look at the bank index and the XLF, do I want to own Bank of America Wells Fargo, maybe not. But our Goldman is going to great company that trades very well in this type of environment. Sure. So I think you need to be a stock picker in this environment. And it excites me that there's opportunities, especially on the long side that I think are going to come. Danny always good to see you. Thank you for coming by. Danny Moses, a big short game guy. It's easy to see why Brad Pitt portrayed Danny Moses in the big chill. I mean, that's a handsome man right there.
The Tennis Podcast
"lenard" Discussed on The Tennis Podcast
"Feeling system steering committee doesn't feel right. No matter no matter how pure the intentions of that committee, that doesn't feel right, there needs to be something formal written in stone. This is what happens. If you're not going to be ranking, but Serbia were already in and they were the next ones ranked sufficiently high. You can go down the rankings. And I think maybe that's what they did do. I'm not entirely sure. But even so, it really did want people up that bid. And we'll make it very interesting now because it'll be kind of a brilliance. If they win, they absolutely could win. They got great players. Yeah. So we'll wait and see what ends up happening with that Serbia, by the way. Third, and out, despite winning two of their three matches, Novak Djokovic didn't play this set of ties. But they still won two out of the three and don't go through. In Hamburg, Germany topped the group three. They weren't playing with Alexander zverev, he was due to play, but he sustained another injury which sounds as if it might end his season actually. This is a different one to the sprained ankle, he had at the French Open he got it in practice apparently in the lead up to this thing. So Jan lenard strove and Oscar otter played the singles. They won all of their ties to one Australia also through, they finished second France are out. So that's completes the lineup for the Davis Cup finals, which will be taking place basically the end of the season aren't they in November after the ATP finals. So late November and that's all going to take place in malaga. Just on a quick final note, just on the crowds, I mentioned those ties that involved involving Britain were really well attended. It fantastic crowds in Glasgow grand atmosphere. Not the case in every tie between every nation. Probably understandably between nations that weren't the home nations. One of our colleagues shared a video in Germany in Hamburg of two nations that weren't Germany. There weren't that many people in the crowds. Now, cosmos who obviously own the Davis Cup these days. They said that between 13th and 18th and September, a total of a 113,268 people attended the group stage of the Davis Cup. By rackets in finals 2022 across the four cities, this mirrors the numbers achieved in 2021 for the entire group stages and the knockout stages. So there was a significant increase on previous years. That's a 113,000. Just compare that though to the labor cup, which brought through 96,000 in just 6 sessions. In one city. And I think that you get and look, I don't think either event is perfect. I'd love to combine the two somehow and have the sort of staging and the panache of the lever cup and all that it brings, but the meaning of the Davis Cup, which is still something where you would not get people opposing captains, you know, letting you get through on a technicality in order to let somebody play a final match. If that's how it was not meant to be in the rules. You know, it's just interesting to compare and contrast the two. And I think it shows that Davis Cup, well, I think they're trying to work it out, aren't they? They're trying to make it, they made a big change. They've realized elements don't work. I think that this was better, having lots more home ties for four of the nations, but they've still got they've still got a way to go. I think, in truth. So we'll see what it ends up like in malaga. Now next week there are ATB two 50 events quite interested in this that Novak Djokovic is playing in Tel Aviv in Israel, the tournament there alongside Marin Cilic and Diego Schwartzman. In Sofia Yannick sinners playing with public or in a booster, Lorenzo moce as well in Seoul, Casper Ruud, Cameron norrie, Taylor Fritz and Denis Shapovalov. We've got WTA two 50s in talon where the net conservate Belinda bench it should be admire and Palmer, we've got Maria thackeray and Sloane Stephens. So loads of events happening this week will keep an eye on all of them. We aim to be back a week from now, hopefully all feeling a bit better than we are. And hopefully with Mac, Matt back in town. We're going to save the shout outs for when Matt rid returns. No one wants their shout out on this episode. Not least, because I don't know how to get hold of them without that. I also want to say get well soon to Darius saville, who tore an ACL anterior cruciate ligament. Can't catch a break and she was so sorry for her. And I hope she can make a full recovery here here. Good health person. We'll also save the mascot this week because again I don't know what we do with that. I'm going to have to figure this out. I'm sorry in case he's not fit next week. But what I can do is say, hello to our mascots, that's Darwin, Carter, and the dealer departed Gerald to our executive producers Chris Albert Lee and Carl Weiner, to Billie Jean, the dogs responsibility and king and on a class. And yeah, we don't have chat house. So Catherine, all I can say is, thank you for still fearing on this listing yourself on the listeners. Because no other option. No. You're welcome, David. Likewise. And thank you all for listening. And if you're still listening now, you're the true listeners. So we'll see you all next week. Take care. Bye bye for now.
Bet The Board
"lenard" Discussed on Bet The Board
"We know we've been big believers in Justin Wilcox. But if UCLA is able to knock off USC and put together a pretty impressive season, it will be fascinating to see what they run back. Thanksgiving week for that game against the golden bears. So if there are questions about UCLA at a lot of spots and namely not the quarterback position with Dorian Thompson Robinson, defensively, this team needs a little bit of an overhaul. So Bill mcgovern steps in a friendly face with an NFL background as defensive coordinator. And a change that I think will be a welcome breath of fresh air for a group that got gash. When it came to rushing touchdowns last season and was a group that was second to last against the past within the league. There aren't a lot of starters, but there is a good amount of experience with all sorts of transfers being expected to play potential big time roles for what UCLA will bring to the table. When you begin to assess where the bruins are as far as a stop unit, do you have reason for optimism that they can rectify the wrongs of things that want to ride last season. I'm not really sure. You bring in a new D.C. and Bill mcgovern, his specialty is defensive backs and linebackers. He was on chip Kelly's eagle staff from 2013 to 2015. I'm just not sure how much different things are going to look since as arano was also on the same eagle staff with chip and mcgovern. So philosophy is probably pretty similar. Prior to mcgovern getting the D.C. job at UCLA, his last D.C. job was all the way back from 2009 to 2012 at Boston college. He inherited a defense that finished fourth the year before he hopped over there. And by his final season in 2012, BC was 63rd and schedule adjusted defensive efficiency. Candidly, I don't know enough about him other than mcgovern likes to send heat and blitz, but you know, I don't know. I don't really get the vibe that this is a massive upgrade. And I don't really get the vibe that UCLA is like spending a ton on football right now. That's just kind of what I'm hearing. What I do know is UCLA is outside the top 100 in returning defensive production. Jim Leonard, an elite defensive mind nabbed Jay Shaw, one of the best cover corners in the PAC 12. That's how Jim lenard is, right? He can steal a kid from Corona, California and convince him Wisconsin's fun. Shaw is really elite. You look at him, gave up a 47% reception rate when targeted and had three picks. Mitchell laguna, a really promising defensive end, got plucked by Mario and Miami. UCLA did hit the portal hard to try to offset some of those losses inked four key cogs with the Murphy brothers from north Texas, as easy Hearn from Wyoming and Darius mua su from Hawaii, each are coming from non power 5 conferences. But they did finish top ten in value over replacement at their respective positions. Will it translate to a power 5 conference with this many good offenses? That's the big question. The answer likely determines whether USC UCLA can actually fight to win the south or just kind of play third wheel. But past the transfers, there's not many dudes on this side of the ball. It just to me doesn't feel like a ton of improvement is going to happen when I look at the system and I look at the talent UCLA doesn't really recruit defense at a level that can be all that competitive in a competent offensive conference. But what you're hoping for is maybe a different voice helps some of the situational defense. Talent rules. But you can be functional if you're studied in your gap sound and you pay attention to detail. But the bruins defense was kind of like sacked with poor starting field position last season. They were outside the top one 20 in getting off the field on third and fourth down. When teams penetrated their greens on they were barely inside the top 90 and finishing drive defense. So just situationally bad were put in some bad spots. Now you look at the schedule and that's probably the saving grace. UCLA's defense won't really be able to compete when it steps up and weight class against Utah Oregon and USC borrowing injuries are horrific weather in those games. But the 9 other offense is on the schedule that UCLA plays. Not one projected inside our top 60. Again, Alabama state is an absolute drag. And the 8 other FPS offense is have an average projected efficiency rank of 89th. That number signals to me, UCLA will have about two thirds of its fights, so to speak. And its own weight class. And that at least gives them a fighting chance to maybe be below average. I mean, this is a UCLA program in general that I think you kind of hinted at that finds itself in a position of peril. Figuring out what kind of commitment they're going to make. They finally had a winning season last year going 8 and four. But for the most part, I think a lot of UCLA bruins fans, the 12 of them that actually exist that live and die with their football program. Want a chip Kelly to take them to another level, compete for conference championships. And that road will only get to be more of an uphill battle. When you begin to change zip codes and matching body for body against Big Ten foes in a much more physically, strenuous, rigorous, whatever kind of schedule you want to call it, beginning potentially as early as 2025. So let's see what UCLA can do. If they're able to put together an strong season in the wake of the 8 and four that we saw from them, a season ago. 7 tiers the vibe on chip Kelly in UCLA, by the way. My understanding is that chip has stopped putting a ton of time and effort into certain level recruits because he simply doesn't think he can land them. They've gone to this evaluation phase where they're going to try and enhance their evaluation department and find three star kids that they believe should be for star kids and mesh with their systems. There's also this idea and it's probably true to an extent that when he was running roughshod over the pack 12 at Oregon, his offense was innovative and now a lot of teams do it. Defenses are prepared for it. So those are kind of the uphill battles here that UCLA is facing maybe moving to the Big Ten taking the paycheck, helps them compete a little bit in the NIL game. We'll see what ultimately transpires there. Now I will say this. There is one team on here, in the back 12, that we neglected that you absolutely love. So do me a favor and elevator pitch me on the Oregon state beavers. I'm gonna try my best. You know me, I got my man crush on Jonathan Smith out there in Corvallis and turning around in Oregon state program. That was more or less an afterthought with Mike Riley making his third stint there, but they finally got over the hump last season, went 7 and 6. After a two and 5 COVID shortened season, there's a lot of reason to believe that Smith spurned other more prestigious offers to try and continue to rebuild the resurrection project that is Oregon state football. And when you look at the beavers, they're obviously 41 to one long shots at FanDuel sportsbook to win the pack 12. Their win total sits at 5 and a half, you have to lay a dollar 80 if you want to go over that total. And what I think is interesting when you dig into some of the comments, Jonathan Smith and I'm paraphrasing one of his quotes. You know, this place is completely been overhauled from top to bottom. He's been fortunate enough to see it fall from the beginning to be a part of it, change the culture from the way they're locker room operates the way they go through practice, the focus, the team lifting comradery. Everything else that they're doing here. Now when you look at Oregon state, I'm not going to sit here and sound off like chance Nolan is even the second coming of Derek Anderson and capable of playing at the next level. They have what should be an
Bloomberg Radio New York
"lenard" Discussed on Bloomberg Radio New York
"Being down two sets to one and in a fourth set tiebreaker to knock off young lenard truth in 5 sets while 16 C Pablo carreno busto retires from his opening match after two sets. Others advancing to the second round include third seed Casper Ruud 9th sea Cameron nori and ten seated Yannick sinner. And the women drawn two seater neck on Tibet third seated on jabour and sent Emma raduta roll into the second round of street sets while 70 Danielle Collins is knocked down three cents. ESPN is reporting that the LA Lakers are the only team that is actively trying to acquire Brooklyn next guard Kyrie Irving in a signing trade deal. Brooklyn has been unwilling to give the 30 year old a long-term contract extension. And the schwarzman that your Bloomberg world sports update. Markets, headlines, and breaking news 24 hours a day. At Bloomberg dot com, the Bloomberg business app. And at Bloomberg quick tape. This is a Bloomberg business flash. So we had a little consolidation on Wall Street earlier in the end the NASDAQ was down 7 tenths of a percent. The S&P 500 gave back three tenths of a percent and the Dow Jones Industrial Average off two tenths of a percent. We're not seeing a lot of action in equity futures contracts this morning Hanks and index futures are down little down about 8 tenths of a percent. China futures only down a quarter of 1%. Right now, if you look at Australia and futures flat, nikkei futures at 26,000 745 and that compares to a close of 26 8 71, so a little bit of downward pressure today, but the gains were so big last week that if you're only giving back just a tad, it may still be music to the ears of bulls, we'll have to wait and see right now we've got, we've still got a lot of momentum in Chinese shares and in Hong Kong with tech shares, the tech index, up 4.7% yesterday, Alibaba rallied 3.7% and JD.com was up 6 and a quarter percent and although it wasn't too much action in the NASDAQ golden dragon index overnight, you'd have some individual shares of prominently companies like Baidu and JD.com. Right now the dollar is a little bit weaker and no trading in treasury at the moment, the last deal on the ten year 3.19%. And that's a check of markets. Headline news with Ed Baxter in San Francisco. All right, Brian, thank you NATO is set to label China's systemic challenge in a strategic plan. G 7 wraps up statements to codify the indefinite time frame for help for Ukraine. U.S. national security adviser Jake Sullivan says high power defense systems are just about on their way to Ukraine. NATO's released a plan to boost the size of its high readiness force to 300,000. That effectively is a 7 fold increase. This is Russian missiles hit a shopping center at least ten are dead, two missiles hit Kyiv as well. Whether president Xi Jinping will attend in person the handover anniversary weekend this weekend is up still up in the air. Reports are saying that he will be there, but very well will go back to Shenzhen to sleep. January 6th committee is scheduled a new hearing for tomorrow to air some new video of Donald Trump and his family and the time frame leading up to the capital insurrection and the U.S. U.S. Supreme Court has backed a high school football coach who lost his job for conduct postgame conducting postgame prayers on the field and other move relaxing the separation of church and state. In San Francisco, I met Baxter this is Bloomberg, Rashad. Okay, getting back to guest Lorraine time, director of equity research at Morningstar getting her market taken. Lorraine, thanks for sticking around to give us a sense of, as we move into the second half, you know, will it be better for Asia? And what are you looking at in a more specific company, which companies you look at in particular? Yeah, I think first and foremost, because we do expect the worst of the China lockdowns to have been seen the second quarter, but obviously the issues is that it's still a bit choppy coming out of that over the next few months, but having said that, I think that's really a little bit of a bounce and that's being reflected currently in some recovery in the China issues. So to be to be selective, we're more keen on, as I mentioned, companies with economic modes. So we do have a few wide note rated companies that we particularly like because they're trading around half of their fair values submitted at the moment. So that includes names like TSMC, yum, China, and Tencent to name the street that are around half of their values set them off survey estimates for the next moment. So when you step back from China and look at the region more broadly, we're waiting for the retail sales figures for South Korea today. How do you view the region? Is everything that is developing on a positive note in China is that kind of having permutations outside of the country and to other regions? I think to some extent what we expect to see, let's say, if you've got a U.S. slowdown in 2023 in terms of growth, that's starting to happen. But you've got hopefully China coming up about its lockdowns and 2023, which we hope will act as a buffer to some of the other Asian countries activity levels. As you know, a lot of the growth is being was previously propelled by China demand. Obviously, with the rest of the world swing down, you're not probably not going to see China grow at such a strong pace. But it will be better than this year, let's say. So I think that would be a bit of a buffer. We just have interest rates coming up and some of the countries. But overall, I think that we're looking at general still sort of largely sort of activity levels stabilizing, probably not at this pace that we saw the past year with the coming out of lockdowns. But generally coming down to a more normalized activity level. All right, so it gives some names you like, possibly if you're comfortable doing that. It gives a sense of how you see how you look at this market as a stock picker. And you know how important is credit quality to you? Yeah. So I think the defensive issues have definitely up formed the past 6 months. We still think there's room in portfolios for them. So we're talking about dividend yielding companies. The two that we like there are companies like cheung Kong infrastructure holdings, TKI holdings, ST engineering in Singapore. A very stable capital flows, I mean, dividend flows and we expect STE to also benefit from a recovery and air travel, given that they do a lot of maintenance work for airlines. The other go ahead, I'm sorry to interrupt, continue. Yeah. But in terms of where we're seeing the biggest discount is in the sectors that I mentioned that were over so basically consumer discussion like the ecommerce name set happened rebounding recently. Tencent's obviously got some overhang with some share sales ongoing, but we think weakness there is an opportunity to pick up. And again, we still like to use them to seek for its ability to what we think could support its margins going forward as well. So very quickly in about 30 seconds, when you mentioned margins there and I'm wondering, given the fact that we may continue to see a little bit of margin pressure at least in the near term, are there areas of the market that you are avoiding at all cost? Okay, so obviously where we see where there's less value, for example, so we've got companies that maybe a staple space that will gradually be able to pass that on, but they're still going to be a little bit of pressure. There's we think that some of the consumer consumer electronics related areas are going to face both top line and potentially margin pressure as well as global
Bloomberg Radio New York
"lenard" Discussed on Bloomberg Radio New York
"Has come anywhere close to having 60 votes. So I think this is likely to all be litigated out, dealt with in the various states around the country through the democratic process. And with that, there's deep concern about the future of contraception and same sex relationships earlier today on Bloomberg, Tara Lee grove, a vision and ethics foundation says there could be many far reaching consequences. And so just to have a justice saying not only should we consider substantive due process, but listing those specific cases involving contraception and same sex marriage and intimacy among LGBTQ community is pretty extraordinary. She says those issues have to be tackled in California voters will decide in November whether to make abortion a right under the state constitution. In San Francisco, Ahmed Baxter, this is Bloomberg, Brian. All right, thanks very much. I had 39 minutes past the hour. Let's get to sports. Dan schwarzman is looking at a couple of upsets going down at Wimbledon Dan. Yeah, Brian let's start off in the men's draw on day one 7 sea duber catch loses in 5 sets done seated Alejandro davidovich for kina, a topsy Novak Djokovic did drop the second set to Korean soon luquan en route to Forsyth win now. There was another big scare 5th seed Carlos alcaraz comes from being down two sets to one and in a fourth set tiebreaker to knock off young lenard's crew in 5 sets while 16 C Pablo crane a booster retires from his opening match after two sets. Others advancing to the second round who third seed Casper Ruud 9 seat Cameron nori, sends you to the Yannick center in three Americans 20th C John Isner 23rd C to Frances tiafoe and 30th see Tommy Paul. And the women's drawn to see the net continent third seed owned jabur intensi de rata Khanna roll into the second round in straight sets while 7 seated American Danielle Collins is knocked out in three sets. ESPN reporting that the Los Angeles Lakers are the only team that is actively trying to acquire Brooklyn that scored Kyrie Irving in a sign and trade deal. Brooklyn has been unwilling to give the 30 year old a long-term contract extension with Irving having to Wednesday to decide to exercise his 36 and a half $1 million player option for next season. I'm Dan Schwartzman that your Bloomberg world sports update, Rashad. Thank you, Dan. We are looking of course that the Asian trading day would go in there in 20 minutes away from the session in Seoul and Tokyo getting on getting on board as it were. We got U.S. equities grinding a bit lower. We've got treasury yields and oil on the way up and all of these things could prove a bit of a headwind for Asia and also on top of that. There may
Marketplace with Kai Ryssdal
"lenard" Discussed on Marketplace with Kai Ryssdal
"Coming up. I want to be a firefighter. I want to be a banker. I wanted to be a fighter pilot, but, you know, here we are, right? First, though, let's do the numbers. Down industrials, up 6 41 day 2.1% closed at 30,000 to 530 the NASDAQ gained 270 points about two and a half percent 11,069. S&P 500 rows 89 points, about 2.4%, 37 and 64. Their Meghan McCarthy Karina was telling us about the plan to split food firm Kellogg into three public companies. Wall Street kind of like the chairs ascended 1.8% Kellogg's thicker simple, by the way. Pull it okay. Housing seems all kinds of uncertain right now and announcing second quarter results, which beat expectations of the home builder Lennar. Said its outlook for the third quarter should be considered, quote, guessing rather than guidance, lenard packed on one and a half percent today all the same. With today's national per gallon average near 5 bucks, a lot of people are struggling to afford gas do not cry for the oil companies, though. Credit Suisse just upgraded ExxonMobil saying it's set up to keep capitalizing on high oil prices ExxonMobil up 6.2%. Dave bonds down, yield on the ten year T note 3.30%.
CNBC's Fast Money
"lenard" Discussed on CNBC's Fast Money
"Alert on two after hours mover shares and Williams-Sonoma on the move after reporting results. Let's start off with Williams-Sonoma, the company raising its dividend by 10% announcing a one and a half $1 billion buyback lenard also rising as Q one profit came in better than expected, Tim will go to you on that. I think, right? A down 35% into the print 18 times not expensive. Certainly depends on how much pull forward you think they had to their business. They should have margin pressure, but this is a company that's in an upswing. And it's a company that I think we talk about. It's a major component of that XHP. And if I'm in the home builder's space, I'd rather own a Williams-Sonoma, especially beaten down with this valuation. I just have a problem if the economy is going to be slowing. I agree with Tim on the fact that it's due for a bounce, right? It was on a down trend. Do for a bounce. But if the economy is going to be slowing, I don't know if you necessarily want to be here. But I think this and the home builder space are all acting the same way anyway. So if you have a quality name like a William Sonoma, maybe you can be insulated from some of the down slot. Unless you think the economy slows, but the consumer, particularly the high end consumer guy, has got a great balance sheet paid down debt and can afford to buy this Sunday. Exactly. Vice chairs. Well, that's a good point. I don't know if we got those at. I know we probably got that Dutch oven that we have in the kitchen from there. I'll say this. The cops weren't great. They actually missed on the comp side, but look at their operating margins. 21% operation margins really impressive given what they did this quarter last year. I mean, you can make a case valuations obviously a little bit better than it was. I think to Tim's point, given the self we've seen in the same, I think you can buy William Sonoma here despite the move higher in the after hours. We have gone through that discussion without a mention of a Dutch oven. Let's move to Kohl's soaring more than 17% today following reports that Canadian department store Hudson's bay is eyeing a buyout of the retailer Karen. This is one reason why you were so busy today. Yes. Well, I was happy. That was good. First it came out axios and stock was up, but then Dow Jones reported it and that was that really put a fire under it. I think that it's very likely that that is true. I don't know what the board is going to do. However, I bought stock who was trading at like 61 and change. I just thought that was too cheap for what sounded like a high 60s bid. The other thing I did was a one by two one by one and a half call spread that I thought was pretty attractive. I feel like the pressure is really on the board now. I mean, it didn't. The stock did not respond well to their plan with they did when they did investor day a week or two ago. So I think the chance for a deal here is pretty high. Whenever you start hearing things like this, it always expands and you hear more about it or there's another party that's interested or somebody looks under the hood like Karen and says, you know what, it's worth more than it is on paper. So people start to do a lot more investigative work. This has been in a trading range from 65 down to 45, but I think the next days to come are probably you would air to the upside if you were looking at a stock on a technical level. Guy. Got that Amazon wild card out there that we mentioned a lot of times. I get added on Twitter all the time when I mention it, but you can't discount that. And I think it makes sense. You can't argue with it on valuation, maybe in terms of operationally they've been challenged, but valuations are compelling. And if you get some people behind it, I think this stock where's the reason I 77 or something, I think it gets there. All right, we're just getting started here on fast money. Here's what's coming.
Courtside with Seth Greenberg
"lenard" Discussed on Courtside with Seth Greenberg
"Like, you gotta keep up. Yeah, Jake. Jake definitely an alpha dog. I'll tell you about the Kansas. Like Jalen Wilson, David McCormick, you talk about getting back to who they were. Jalen Wilson last average 11 points of game 7 rebounds. Shout out a respectable 33 perception of three. I mean, you know, I know he missed those games early and he's trying to get back into that rotation. But if they're going to compete for national championship, Jalen Wilson and David McCormack got to get back to where they were a year ago, giving them a little insight scoring. And then I just think Jalen Wilson gives him a versatility that takes pressure off of look. I apologize. He could be player of the year. Christian Brown is I think fun as well as anyone. I think that to finding what I call being selectively aggressive because he can score up picking his spots, maybe that big shot the other night against Stephen F Austin. They've got pieces. But if they could get those two guys to be just a get back to who they were, then you got another wing defender because they haven't guarded the ball as consistent as they'd like. And you've got a guy that can get them to the free throw line that I think Kansas is a final four team. It might be without him. But those two guys would make a big difference for their resolute. They could figure out a way to get the lightbulb to go on those two guys. I think they'll be they're dangerous. That's a great point, Seth. And it's one of those things that I have to constantly remind myself of, even though I know it to be true that if a team puts up a bad week or bad performance or things like that, they're still going in the laboratory every day and working on it to get better. And I remember last year with Syracuse, like you talked to Jim behaim and it seemed like, you know, it was a death march every day. Like we can't beat anybody. We can't see kids. And the only time he was positive, if you told him that Joe lenard has them outside the tournament, then I say you don't know what he's talking about. We can win. Then they became good. But they kept going to practice every day and working on their deficiencies and getting better and getting better get better. And there's nobody better at that than Bill self. He's one of the best coaches I've ever been around in any sport. And so they've got all the pieces. I think they're going to continue to improve as they go along in the season and they'll be there at the end. I know that. Yeah. And remember guys, David McCormick got off to a slow start like this last year. And.
Bloomberg Radio New York
"lenard" Discussed on Bloomberg Radio New York
"After a federal judge in California tossed out a lawsuit by an investor who sued Facebook over a decline in the stock after that Cambridge Analytica scandal Nike shares were up more than 6% today Sales beat estimates and management is being credited with navigating through the pandemic especially with those production disruptions in Vietnam Right aid shares rallied more than 21% The drugstore retailer posting third quarter results above estimates and right eyed also saying it's going to close 63 stores to reduce cost and improve profitability And if you're a hockey fan the NHL according to Dow Jones is pulling out of the Beijing Olympics Terms of the equity market today the Dow was up 1.6% S&P ahead 1.8% NASDAQ comp jumps 2.4% I'm Doug Kushner and that is your Bloomberg business flash All right Doug thank you so much Well despite I'm a crime concerns hospitality restaurant and leisure stocks rallied today Katie and I were talking about it earlier Stocks and companies that continue to really navigate a volatile environment because of the pandemic Well on Friday I caught up with the president of married international Stephanie lenard's married home to 30 brands You know them writz cartland Carlton excuse me Sheridan so many well Stephanie talked with me and ten ten wins anchor Larry Mullins in the first of a series we are calling decision makers which is jointly produced by Odyssey which owns many all news radio stations around the country and then of course also by Bloomberg radio network which provides business news for Odyssey's radio stations Well in this excerpt of our conversation I talked about a lot including business travel We started first though with Mary's ability to find the workers it needs check it out All the technology in the world is never going to replace the human touch of the travel experience at least in my humble opinion So we have been having some challenges to staff our hotels but I will say that that's getting better We're being creative We're doing things like hiring incentives We're looking to more broadly in terms of industries to attract people to come join the hotel space But at Marriott International in particular I think the most important thing that we're doing to attract talent is making sure that people understand you can have a career at an area It's not just a job Over 50% of the general managers at our properties which is a great job 50% of them came from the hourly ranks People that started as hourly workers work their way up into department heads and then eventually in many cases to a general manager or regional job So what we're trying to make sure people understand is Marriott is a place to build a career not just to have a job And that has been a really important part of our employment marketing message and it's helping us attract a lot of talent and actually our turnover is significantly less than other companies in our space Did you ever dream that we would be having this conversation about a company that is obviously moving forward having endured having conquered so far the pandemic Did you think at one point was there every point that you thought boy This is it We've never seen anything like this There was never a moment that I thought we wouldn't make it through And there was also a never I actually thought I really did believe we would come back sooner rather than later because I just so fundamentally believe that travel and people whether it's for business travel leisure travel Again I just think it's so fundamental to how consumers want to live their lives I knew it would come back And I knew our company would not only survive this but thrive And as a matter of fact I mean I think companies really define themselves and how they navigate a process right You can just hunker down and try to survive Or you can use it as an occasion to innovate and actually invest and actually start new things and get ready for a new reality and a new future And that's what we chose to do We chose to even in our darkest days invest innovate lean in because we knew we were going to come out of this So I think that this crisis has been terrible and most importantly I think it was a health crisis People lost their lives I think we can talk a lot about the business implications but never forget at the heart of it what the COVID pandemic was But I do think from my company's perspective from me personally it helped us grow and make us stronger And I'm more bullish about the future of travel in my company than I've ever been All right so let's talk a little bit about what's to come It's funny you know you talk about technology and I think there was a point when people were talking about augmented reality or virtual reality that that was going to replace people actually going to actual destinations That hasn't happened We're talking about things like the metaverse How do you think about the future of travel and where it continues to grow and innovate Stephanie When I think that the future I do think we'll see some new trends I do think we'll see some different things I think it would be naive to say that the worldwide experiment would zoom in teens And I think where I'm StreamYard today whatever the tech choice is that no matter what it is it's going to change the way people work and live their lives I believe right That thing said I think some travel segments may actually grow And let me give you an example There's a phrase that is going around the travel industry called leisure Meaning that people are mixing business trips and leisure trips in a way that they never had before So this concept that and I did some of it this past summer I went to Greece with my husband and kids and I did both some vacationing and I met with owners and toward hotels So I do think particularly as more companies are being flexible that people can work from anywhere I think you'll see people taking longer trips and then again mixing business and leisure And we're starting to see how this plays out over time of course It's early days but we're starting to see some of this in our data I'm starting to see it just when I go to our hotels it used to be you walked into one of our hotels and I could say that person that that woman is a business traveler That gentleman is a leisure traveler Like I could really tell you know just by looking at people And I think now it's kind of hard to tell you know So I think this concept of leisure could mean even more travel And of course some things may scale back for a while Business travel is not coming back as fast as other segments That may take a while to recover I personally think it will So I don't know I think we'll see some new things like leisure popping up And technology will continue to accelerate Technology will be more and more a part of the guest experience as we move forward But I don't think it will ever replace the human element All right And that was Stephanie lenard She's the president of married international She was talking in our edition of decision makers Gently produced by Odyssey And Bloomberg radio But really great to check in with her Katie in terms of what's going on in the hotel industry and they're seeing people come back They're seeing what they call the spi leisure which is basically maybe there's a couple or partners and there's somebody traveling for work And the other person just comes along on the trip so they're seeing more of that Yeah and that makes sense And that's something that happened in the pre-pandemic times And you would travel for work you'd go to a conference Usually in a cool city why not have your partner join you Let's see it come back You know exactly And there's some things that you'll say okay we can do that virtually but I mean a lot of people say you still need for a lot of business travel like you need to be face to face I was just looking at the S&P super composite Hotel's restaurant and leisure industry index up almost 4% today There you go You said like earlier like carnival some other names I know It's all the travel related names have been It's only Tuesday but having a very good week so far we'll see if that.
Bloomberg Radio New York
"lenard" Discussed on Bloomberg Radio New York
"Tomorrow after the close the government will report on domestic inventories WTI 71 30 with a gain of nearly 4% I'm Doug Chris and that is your Bloomberg business flash This is Bloomberg businessweek Inside from the reporters and editors who bring you America's most trusted business magazine plus global business finance and tech news as it happens Bloomberg business week with Carol masser and Bloomberg quick takes Tim stenbeck on Bloomberg radio We're welcome to Bloomberg businessweek It is Tuesday December 22nd 2021 my co host and Vic is off this week and in his place is Katie greyfield a Bloomberg quick take in Bloomberg TV Good to have you here I kind of want to put in quotes with a little bit a lot of sarcasm actually Everything is awesome Everything is awesome with an asterisk Only based on our conversation you're gonna hear from creedy Gupta in just a moment but all of us what's top of mind is COVID and it's interesting after a couple of days of Sally and we know there's been a lot of pressure on the equity trade We are seeing the risk trade on Katie and it almost feels like everybody's all right let's take a step back maybe it's not so bad we know what's gonna have this place out Yeah if you look at the S&P 500 right now ten of 11 major industry groups up right now and even consumer Staples only down a tenth of a percent So pretty remarkable Absolutely All right we're going to talk about and get into the reasons why that we're seeing today's trade We should point out that yields are back up too We're going to hear from President Biden shortly with an update on the administration's COVID efforts And what's really cool Katie we've got a few deep industry dives We're going to hear from the president Marriott International Stephanie lenard will hear about business travel and we're also going to do a deep dive into auto I am so excited about this because you know we talk a lot about EVs Let's just get into the broader auto industry Exactly There's a lot going on so we're going to do that We've got the chief futurist over at Ford on retail today's Bloomberg big take how global retails battle with COVID actually saved its stores A lot to come including a preview of IPOs in 2022 First up though let's get to those markets and the market drivers.
CNBC's Fast Money
"lenard" Discussed on CNBC's Fast Money
"An earnings alert for you on linar shares or sharply lower in the aft hours on results. Let's get the Diana olegs with the details, Diana. Well, Melissa, it's because it was a bit of a mixed bag on lenar. We saw a miss on EPS, but a beat on revenue, new orders were up just 2%, but lenard chairman Stuart Miller referred to them as, quote, controlled new orders in the release. A lot of the builders have been limiting their sales because they're concerned they won't be able to deliver on time due to supply chain issues and labor issues. Co CEO John jaffee was quoted saying during the quarter our home building machine continued to be laser focused on production, even while our cycle time expanded about two weeks from the third quarter driven by rapidly changing supply chain issues. Now, the impact of supply chain issues and increased cycle times were partially offset by accelerated construction starts throughout the year, he said linares backlog up 26% from a year ago, really interesting to me here, though, is prices. The average price of a linar home in Q four was $448,000 up from 393,000 a year ago next year's guidance 460,000. So it looks like rising mortgage rates are not overriding demand people are willing to pay a lot still. A few misses on guidance, both new orders and deliveries fell short of analyst expectations. Melissa, when we take a look at that projection for home prices, the 460 K Diana. I mean, are those homes that are being sold right now so you know what those average prices are going to be or do we expect that to sort of adjust if we do see a rise in mortgage rates? Well, that's the guidance for next year. So you have to believe that mortgage rates may play some into it. We saw a huge jump on Toll Brothers average price and they're the luxury holder, but we're seeing the bulk of the action on the higher end. So when you look at these average prices, they're not the median. So you're seeing that that activity is skewing higher. But when it's average, that's the homes that are selling are the higher priced homes and also the builders appear to be just factoring all these higher costs for land, labor materials into that higher price. And I guess if the buyers are willing to pay it, then they're gonna sell it. Diana, thank you, Diana olick with linar results. Karen, what do you make of these? Well, I'm sort of surprised with that as you point out the prices being higher that the expectation for margin expansion is actually a little bit muted. I would think that they could not only capture the increased costs they have, but add on something extra just because they have efficiencies or demand is there. So that was, I guess, a little bit of a downer. I guess why the stock is not doing well it's interesting to hear on top of what Lowe's said today about maybe this cyclist peaking. I think people thought that Lowe's was just sandbagging a little bit. So not terrible earnings for sure, but it had a nice run going into these earnings for linar. Yeah, and what a turnaround for Lowe's, by the way, during the session. If we were to play would you rather, I know Pete would say he would rather something else, not linar. Yeah. Well, for me, it would be DR, and they're very similar companies quite honestly. Mel, we're talking about single-family homes and we're talking about a lot of the same issues that everybody has to face. There are the labor issues that Diana laid out for us as also with those supply issues. So there's a combination of different things playing against them right now. But when you look at their numbers, yes, they missed the numbers that were expected, at least in terms of the earnings. But I got to tell you something they were expecting a 47% jump year over year so they didn't quite get that, but they got something not that far away. So I still think this is a very strong company. It's not overpriced. They've been able to grow into themselves. I like linare, but I'll tell you what, I still prefer DR D.R. Horton. Yeah. Peter brooksburg was saying that the pace of the fed rate hikes is going to be glacial, even if they kept with three next year in three, the following. So the impact of mortgage rates and higher mortgage rates Tim. I mean, do you think that's much of an impact for this overall strong, strong market? I think we've seen home builders at times be sensitive, but if anything they've been breathing a sigh of relief for the second half of the year and a lot of that is, I think the view that rates can't go that much higher, I think the big issue in the home building sector is affordability. And in the housing sector overall, I think and this is where the fed has created a bubble. They've created an environment that's great for the home builders, but they're still an affordability issue. So the backlogs have increased. I still think, and I know it was out there with some caution. Stock still finished up 2% on the day. And here's linare with a different kind of a guide that's disappointing and down significantly after hours. The home improvement stores are the way to play this. And then you slip into the furnishings and so William Sonoma and restoration. The multiples around the board there are not demand it. Especially not at Williams and restoration. They trade kind of high teens, low 20s. And ultimately Home Depot and Lowe's to me are in the sweet spot of a cycle that still says the consumers going to spend and the appreciation in the house is what works for them. All right, we are just.
KNBR The Sports Leader
"lenard" Discussed on KNBR The Sports Leader
"Knee brace that looked like an NFL lineman where you had on your knee, but it didn't stop you from pitching and it didn't stop you playing good defense. How we're all those injuries is wearing down on you at the time. They did. I mean, I feel them all right now, a lot. But you got older, right? Oh, God. You know, I had to make adjustments with the knee brace. Because I couldn't get that ligament to get a part on that ligament. Did what I did was I got stuck in Chicago. China Talk curveball to David Lobes in my foot wouldn't come out of the hole. Because it was pouring rain. And, uh, I got stuck. I took it apart my medial collateral and we had to pick it. Do it rehab that then That's when I started wearing the brace to try to lock that ligament in And then in 1989. That, uh, I end up tearing Have surgery in the World Series is over. But Uh, my shoulders. You know, it was just the fact that you know back then, you know, But like being most people took the winter off. Uh huh. And then when I come to spring training, did the panel shoulder problems. And then they would faster into this and that every time you go back and look every time I had surgery the next year at a really good year, but off during the off season, and then I realized that that's what I need to start doing. And that's what they that's what they do nowadays, that every odd year I had a good I had surgery, but the next even here, I was had a good year. Well, I tell you what done. You were one of the greatest pitching, uh, hitters that I knew back in the national You are a fear in that line up your three times Silver Slugger Award winner as a pitcher 1980 to 1989 and again, 1990. Your stats were just like a regular player. You hit 2 31 You have 13 home runs 23 doubles. That number just jumped at me. 69 R B I s You got 146 hits. So I want to see if you recall the 13 home runs and I'm going to start off with the first one which you pinch hit for that won the NL West for the San Francisco Giants. You hit a home run in the seventh inning off a Lance McCullers. Can you remember that home run and what it meant to the ball club? Actually, it wasn't the 17. I didn't pinch it. I don't run up the colors in the ninth inning, okay? With one out. Beg Roger, let me hit Yeah, because I don't I came into the Rocky. I think in the 16 67 the eighth and then I get out the ninth one out. Yeah, I begged. Roger said, Listen, McCulloch told me a breaking ball. Now I know where he is. And finally, Bob Dylan said. Everybody's let him hit. It Got me to to count. That's what told me to bring him on. He did. They hung a little bit. Hit it in the left field bleachers. Oh, I remember that story. Remember that at bat? That was such a clutch hit, and it is a game winner. That was even better than the bottom the night I get two outs. And here comes Roger to the mound. Well, what is he doing? There's a big boy. Champagne's on ice. Let's go. Wow! Very cool. And John Crux was a batter. And the crux one of my homeboys and West Virginia, remember, I threw mine out to split that didn't split rail oils, hard tongue fly ball to left field and Jeff Lenard Pacman went back to the wall and I'm sitting here. You gotta be kidding me. The Iranian about five different caught the ball. Uh, had the old heart rate going real quick, man. Uh, well, let me ask you about the 13 home runs that you got. Can you tell me if you remember some of the pictures because I have written them all down, so I'm going to test your knowledge. Go ahead. Yeah. Phil Niekro. Yes, sir. Got one. You know, he hit me the next week. Did he read? He didn't hurt you. What happened? Never good story. I was facing them in a game in Pittsburgh was nothing. Nothing in Obama, Seventh inning where guys on 1st and 2nd and Roger and checks Unless you get one, slim. So what I did was he came certainly stepped up when he stepped off like I was going to, but Mhm told me a knuckleball. So he tried. 1080 Miles an 80 mile an hour fastball. I entered into left Field blazers. Who was your first home run, You hit it. Nino Espinosa? Yep, You can't memory So far I had written out and down to so That was a good one, too. He threw pretty hard, though, didn't he? When you give me a breaking ball too. And do you hung it? Oh, there you go. Eddie Whitson neighbor. Sure did. That's another one. A little list. Yep. Joseph Edo? Yep. That was he. He was with Houston at that time. Yeah, Yeah, yeah. Yep. You got that 123232 fastball. Uh, Alice SUNA. Hip. That was you went one for one against Alice SUNA. Now, he pretty proud. He brought some good guests, and I remember Alice sooner He has some good stuff. Yeah. I tried to set him up bill to try to tell me a breaking ball. If they do too hard that swinging as hard as I could Nobody foul it person ball and you hit a breaking followed him to Yeah. What Star Grand Slam. Who else you got on this list? I got a few more here. Okay, Let's see. That's we think work. Pittsburgh. Uh, San Francisco. I can't think of it. It was a lucky From the Reds. Mm. Roeselaere. Mike Roeselaere. Yes, sir. You got him his first big league game. Then you've got them all nicely to do that done. Two fastballs. I didn't I had no chance. Give me the picture Shake about five times. Somewhere. You gotta be careful if we're going to have to fastball by me, so I got to ask you. You hit one off Scott Sanderson. Bruce Hurst. Bruce Hurst was another one. But Scott Sanderson was a real tall pitcher. You know he had that 12 6 curveball. What did you hit off of him? Who's that now? Scotty Sanderson remember how tall he was pitching with much real slider because he was straight over the top. Yeah, He was right orbit looking forward and all that. Do that. And what?.
The Bone 102.5
"lenard" Discussed on The Bone 102.5
"The board. So what a better time than now for Fauci to hop on CNN in rail against the governor of Florida. Then now I've got a clip from the Santas, sharing his opinions on the vaccine and a response immediately on CNN. From Dr Fauci. The vaccines have helped people ward office of your illness, and we obviously worked very hard to distribute it. At the end of the day, though, it is what somebody it's about your health and whether you want that protection or not, it really doesn't impact. Me or anyone else that's false. Please explain to folks that's right now why? That's false. Well, I mean, I didn't hear him very well from the sound, but I mean, if he feels that vaccines are not important for people that they're they're just important for some people. That's it's completely incorrect Vaccination. Jim has been the solution. To every major public health issue in which a vaccine was developed. Four. I mean, smallpox, polio, measles. I'm not sure what people are talking about when they push back On vaccinations. It is historically over decades and decades and decades shown to be the way you control and infectious disease. Do you think there's any physical activity Because I don't think in a fist fight because Dr Fauci is older, Uh and you know, I don't want to see him get her. But do you think there's any sort of physical activity that Dr Fauci could beat Rhonda Santa's in and I'm open to anything? It can be? Archery can be Oh, darts. You wouldn't look at a Ted lasso and think that he could be What's her name's awful ex husband? Yeah, that's actually that's actually a pretty good one. I'd love to see just to kind of bring the temperature down in this, you know, across the country, and he really here in the state of Florida like a mini Olympics, where it's Rhonda Santa's versus Fauci, and they do a kayak race. And then they do you know darts and then maybe some cornhole and then they bar Olympics. Yeah, like a bar Olympics, Maybe. The potato sack race or something like that, Just to really kind of bring the temperature of things down. And then there's something in place. You know. Fauci wins Ronnie D will stop selling the Don't Fauci my Florida T shirts on his website. And if Ron wins, then you know Fauci will, you know? Stop misleading the public in general, something like that. We, as human beings do not grasp how possible it is to be struck by lightning. We absolutely do not. I think that when somebody talks about being struck by lightning, it feels like one of the rarest things that can ever happen, But that's just not the case in the tragic truth showed itself locally. Yesterday, a 19 year old was killed by a lightning strike. Tuesday afternoon, according to East Manatee Fire and Rescue. The man was struck just before three p.m. while he was working on a roof at a home along Skipjack Loop. The man was pronounced dead at the scene. His identity was not released in a post from a good friend of the show, and hell of a meteorologist Paul Delgado. Loan lightning strike at least five miles. From the parent thunderstorm killed a 19 year old man working on a roof in Lakewood Ranch. If you hear thunder, you are close enough. To a thunderstorm to get struck. 0% of Florida rumors are going to climb down off the roof. If they hear a lightning or thunder clap from five miles. I think you're absolutely right. So I don't know if you know the details of this and I won't say their name, but we have a coworker. Remember, we found out that their house was struck by lightning. So it was worse than we knew. I saw her at that little gathering so it the Lightning went through her body and like damaged her nerves. She had to go for some nerve treatment because the she was holding her baby in Her house. The house was struck by lightning, and the charge went through the house into the chair and up through her body. And that's inside your own. I mean, I would assume that I'm safe in my own home. You would assume that but it turns out It turns out you're not Dad would always be like, Get off the phone. Don't take a bath. Yeah, don't take a bath right now. That is something that I do wonder if it's an urban legend. Don't take a bath or a shower because what happens if your whole building gets struck? Does it then? Like Does the water turned into to lightning water? I guess so. And you just have raining electricity down on you. I suppose I didn't like taking baths anyway. So I was like, Oh, no, I can't take a bath. You know what? You didn't like to cleanse yourself or you didn't like the act of a basket like the act of a bath, but you'll be done with the shower. Sure showers are golden. These punk ass kids these days we've got, uh, want to be youtubers, causing havoc on the streets of Pinellas Park Largo area. Two teenagers were arrested in Largo on Saturday for conspiring to throw slushies and unsuspecting strangers that's illegal for prank videos, authorities say, according to the affidavit. Oh, man, it's just tougher than the Taliban. Zechariah Lenard Antonio McKay had trespassed on the property on 81st Street in 60 history and flung a circle K polar pop at a person standing in the driveway. The cup was hurled with enough force to break and spill the contents all over the back of the victim, lawn equipment and part of the residents wall. Authorities said McKay in his 19 year old friend, Rafael Mercado had conspired to record the stunt so that it could be posted on YouTube and monetized. McKay admitted to the role in his prank, saying he had thrown a drink at a teenager a few days before and did not mean harm to anyone. Both teams were arrested on battery conspiracy and trespassing charges and booked into the Pinellas County jail. The affidavit. States you little dickheads. I mean, how pissed are you on a scale from 1 to 10 Legitimately pissed if you get if you get a slushy thrown at the back of your head, Um I wouldn't shoot them. But I also wouldn't not go home and get a high powered slingshot with some of those really, really big ass balls that you can shoot at people because it is it's. It's a weird thing, because it's not like anybody's gonna die or be even badly hurt, But something about it just really. Really pisses me half Well, I can understand someone's chucking a soda at your head. You know, it's not like you could do any damage is not going to hospitalize you. So you got to go see Dr Pepper. Anything like that. I love Dr Pepper. Me, too. I've been on a top Pacheco kick. You ever drink one of those mineral water? It's so much it is. I mean, no offense to everybody else. Who's drinking? Whatever carbonated water. You are. The Lacroix's The Ah ha! And all that do this topic. Chico, a completely suitable replacement for soda sparkling mineral water. I still haven't had my station treat. Still Jones in order to get you some of that. Thanks, So it's it's abundantly clear at this point, if you if you haven't accepted this, then you may be part of the problem..
Science Salon
"lenard" Discussed on Science Salon
"Field. of atoms and which is important quantum effects lenard and stark dislike einstein. They're in favor of hitler even before. Nineteen twenty four even before hitler attempts to coup in germany They're very strongly. Nazi when the nazis take power. They try to capitalize on this older anti einstein movement and their hostility relativity physics and quantum physics and try to create a thing. They call aryan physics or german physics. Depends how you translate it which is basically a return to classical physics Very rigidly into classical physics rejecting all this other stuff as jewish physics as pseudoscience as not real and so they use the same rhetoric of pseudoscience. That you often see against other people they try to get this established as the way physics is to be taught in the third reich and it fails If they'll because Other physicists like heisenberg persuade. The nazi state that you actually need competent physicists. If you wanna do things you say you wanna do. And this stuff is incompetent. Physics so The movement ends up foundering even in a very politicized highly antisemitic and highly anti einstein specifically context so the compromise that they end up coming with as you can do all this stuff. You just can't say it's einstein And that's that's where are you in physics basically ends But but it was a an attempt to try and leverage political regimes ideology in order to intervene on what was perceived as interest scientific disputes and everything in physics is actually legitimate science. It's just legitimate science from eighteen. Seventy it so it's it's out of time as well as noxious ideologically That's a brief version of that. I hope it got to what you want. Now that's perfect. This all played out quite nicely in that That ten part. Einstein series based on walter isaacson 's biography of einstein. And where they at the very end. Leonard is in the third reich collapsing around him. You know he's gathering his papers like he's the last of the aryan physicists. to go it does seem like einstein was a special target. Not just because he was jewish but also because he's famous. I've noticed this just in the last thirty years since i've been doing this people that stand out. Carl sagan stephen jay gould in in say the eighties and nineties. You know people just target them. Because they're big names. You could pick other people. Maybe stephen hockey now and a few other famous people. There's that too. It seems like there's there's kind of a kind of a pecking order. Hierarchy atlanta was on top. And then here comes this. Einstein guides like okay. He's getting the film..
Bloomberg Radio New York
"lenard" Discussed on Bloomberg Radio New York
"Bloomberg Markets. Well, we gotta bang up consumer confidence number for the month of June. Much better than expected will dig into that. Plus Jim Anderson. He's the CEO of social flow. We talked to him on all things. Internet and social media. Facebook had a good day winning a monopoly lawsuit against the Federal Trade Commission will ask Jim what that means for Facebook and for big tech going forward. Plus, we have a lot more on these markets. But first it's going to John Tucker and get a Bloomberg business Flash jump. Right up all the rise in the S and P 500 right now. Not huge, But it is enough for an intraday record, contributing the most to that Morgan Stanley and also some of the homebuilders, Polti and Lenard. And after yesterday's search with some court relief from trustbusters Facebook shares they're down today, just over 1% Yesterday, there was a bit of a comeback for girls that may have been temporary. How worried should investors be about the delta variant of the virus? Debbie Cunningham is with Federated Hermits. Well, at this point, we're looking at it as a major risk, but one that has a low probability so It is not the dominant factor that is, um, you know, behind power positioning our portfolios at this point and among the most actively traded in today's market. Apple shares there are 4/10 of a percent analyst Gene Munster. He is just out with the research. Note. Apple lead time suggest the best days ahead for Mac And iPad is the title S and P 500 right now, eight points higher. That's up. 2/10 of a percent were 4299, the NASDAQ 112 points lower. At 14,513 and the Dow Jones industrial Average is up. 157 points that the rise of almost half a percent were 34,439 of the 10 year. Yield pretty much unchanged still below one of the hamper Senate 1 48. Nymex crude of 42 cents a barrel 73 31, which at the markets for you every 15 minutes during the trading day, right here on Bloomberg Radio. I'm John Tucker. That is your Bloomberg business. Flash Matt. John. Thanks very much for that. John Tucker.
Newsradio 970 WFLA
"lenard" Discussed on Newsradio 970 WFLA
"Their weapon acts and the head and then you look back the back and then I had Little bit. I saw her eyes Will O'Neill, who's representing himself in the trial, Cross examined his son when he asked his son how he heard him. The boy responded. You stabbed me for the second time. In recent days, the state D O. T has reversed course and said, Go ahead and light up the bridge and rainbow lights and recognition of pride Month. That was the case recently in Jacksonville, and now officials in Sarasota. Have gotten the go ahead to turn on the lights on the John Ringling Causeway Mayor Hagen Brody tells news Channel eight symbols or what movements are built on recognizing Pride month visibly In my opinion, it, um shows are LGBTQ community and visitors that they are welcome city of Tampa's lighting, Old City Hall, Curtis Dickson and the downtown bridges in Rainbow Colors. But at last check, the state has not yet approved Rainbow Lights for the Sunshine Skyway Bridge. The Stanley Cup semifinals resume tonight from Long Island, with the best of seven Stanley Cup semifinal series, all tied up at one game apiece. Game three between the Lightning and Islanders comes up tonight as the series shifts from 10. Happened to New York Lightning head coach Jon Cooper says. Now we got to go do this on the road and you have to take another step forward as hard as it is, If we don't come out and be better than we were in Game two, it's going to be hard for us to win, but dropped between the Lightning and Islanders comes up at eight o'clock with pre game coverage beginning at seven. Right here on W F L A. I'm Jason Bank here for news radio. W F L A news at the top and bottom of every hour. I'm read Shepherd NewsRadio w F L A. It's 605 time for the Bloomberg market Report. This is a Bloomberg money minute. Demand for homes remain strong despite surging prices, and that helped builder Lennar, whose quarterly purchase contract surged 32% from a year ago. Lenard has been expanding his choices to include lower cost options, but still has plenty of homes for move up buyers rushing to the suburbs in the era of remote work. Jeep is wrangling its lineup to include a makeover of the Grand Cherokee SUV that's larger and more luxurious than previous versions. The New Grand Cherokee adds a third Row and comes into higher end models. It tops out at $65,000 Dish Network has tapped Dell to provide equipment, software and services for its cloud based five G wireless network. This is the second big supplier that Dell has lined up in its bid to challenge established carriers with new technology. A couple of months ago, Dish formed a key partnership with Amazon for its planned five G network, which launches in Las Vegas in the coming months. Gina Servette E Bloomberg radio. From Odessa to.
WAAM Talk 1600
"lenard" Discussed on WAAM Talk 1600
"Primordial blue soup right there. Unbelievable stuff. Waco. Yeah. JB Lenard. Lenoir. It's Lenore or land where, however you want to say it. This guy? Uh Somewhat was a kalt. Not that he started it. But there are people that dig him kind of a secret handshake thing that are addicted to Jamie Lynn one. John Mail is one of them. He made the actual pilgrimage to his house. But here we have. Don't dog your woman. Let that woman go out sometime, like like you have control over Esca Esca, Lorena Bobbitt. How that works out. Alternative bump music Friday around the edge. Um Tero next and let's see what we're doing Short time here, but I want to, uh Give you a couple of comparisons. Gasoline May 2020 Dollars 77 a gallon now made 2021 3 bucks again more than that three bucks ago, and I heard seven hits seven bucks a gallon in California. Corn $3.19 a bushel. The same time a year later in May, 2021 $7.22 a bushel. This is, uh and when I put this up Affect copper to 33 a pound. Uh, in 2020 in 2021, 4 76 a pound. That's insane. You know that this is being attributed Facebook's as it was because of the pandemic knows that It's because of the planned inflation and the planned inflation is part of the global takeover of the middle class. It really is. Do the fricking homework. That's what's going on. They have to crush the middle class. They can't you can't have a middle class and global socialism can happen. Especially the thriving middle class at Donald Trump took out of the hands of the globalism built back up. Look that sink in. You're on.
On the Media
It’s dangerous for governments to claim the coronavirus outbreak is under control
"Two weeks ago risk communication experts Peter Sandman and Jody Lenard wrote that quote the most crucial and over do risk communication task for the next few days is to help people visualize their communities when keeping it out containment is no longer relevant we should have gotten that message by now those who closely follow public health like science magazine staff writer John Cohen have known it for a while the story begins on January eighth with the Wall Street journal story that tells us there's a new coronavirus that's when all of the reporters who cover infectious diseases went from there's something happening in China to there's something happening in China and I started communicating with Chinese scientists it became abundantly clear that the Chinese government was not allowing their scientists to speak openly that's not surprising I've reported in China for many years and I've often confronted that reality and I'm relieved that I don't face those obstacles here there has been a mandate to direct everything through the White House that doesn't mean people don't speak to journalists of course they do they just can't do it on the record you can't quote them and they're afraid of saying something that will get them in trouble the stock market tanks trump very clearly was concerned and then you start getting this robotic sort of messaging talking point number one here in Thailand by trump because of all we've done the risk to the American people remains very low and his V. P. the risk of infection to people in this country remains low that's true and then they tell us again and again talking point number two we have great professionals then there's talking point three we're closing the borders talking point for we've got vaccines and treatments in the works here overstating where they are in that pipeline we're getting this messaging of don't panic there's gonna be a vaccine they're gonna be treatments we don't know that we're working on it science is all about going from what's possible to what's probable but people want certainty how has the responsiveness of the government change Brooke you should also know that the national association of science writers put out a statement calling on the trump administration to allow government experts to speak freely you know the CDC made a testing kit that they sent out to public health laboratories when those laboratories started to test drive the kids a bunch of them said they don't work there's a problem with one of the chemical reactions here so I wanted to interview the same person the laboratory scientists and it looks like that was set up and then the timing of this with the pens group taking over I get an email back where the press person answers a couple of my questions but doesn't set up an interview I request again I want to speak to the scientist and they said no nothing in the end I figured it out I spoke to a lot of other people who could explain to me precisely why the CDC test had a problem but I didn't get that from the CDC and it's dangerous terrain I could make a mistake more easily because I'm not speaking to the horse's mouth I have a rule of thumb about being a journalist nobody owes me anything I'm grateful that people share their time with me but come on I work for a publication that's widely respected and widely read around the world don't you want your best person speaking with me to get your message out as accurately as possible it's baffling and it's counterproductive we do have to be concerned about the messaging and about the fear that we create with people that's real I get it but the notion that we got this one don't worry no problem here Hey how many times did trump say nobody's died from this yet and we all knew all of us who covered it we knew that was around the corner everyone who's reading it knew it was around the corner so people aren't simply getting messages from the government we're flooded with all sorts of messages but you know there's a whole debate about can this be contained and the experts I speak to are saying to me again and again look this is something that is gonna spread widely we may well see twenty thirty forty percent of the population it has been infected at some point we should do things to try to slow its spread but can we contain it chase it back into nature the people I speak to who are most in the know thanks Pandora's box has been opened figure out how to live with it if there isn't trust in government pronouncements does this create a situation where people will be prone even more to conspiracy theories also prone to dismissing it you just put your finger on it we have top government officials who were speaking accurately and openly Tony Fauci is a point person he's the head of the National Institute of allergy and infectious diseases Tony is credible Debbie birch yet another person appointed to head the task force with pants Bob Redfield heads the CDC these people of all worked together for years and years and they're credible people there many government voices sometimes saying very different things that's the problem their reaction to that problem is less formal this all down to one person with talking points what's really necessary is for the people in the government who don't know the details to stop telling us things like there will be a vaccine in one year stop it please that's not helpful don't send out messages the conflict with the science what happens if we get these mixed messages what's the ultimate consequence people lose trust in you and then when you really need to do something that you know it's gonna be painful they question it if you have a trusted government saying Hey we've got to shut down our football season the NFL's gonna shut down I mean I'm not saying that's going to happen but what if you have to go there what if you have to up the ante I mean remember what China did it shut down cities fifty million people were quarantined in who they province least could the US government do that probably not both but what if this were killing fifty percent of the people infected maybe we would go to these draconian measures right and you have to trust your government to do that this is serious stuff you know and we are very bad at gauging risk you know we have a law that you have to wear a seatbelt why do we need a law come on we all know seatbelts work but we have a lot because people wouldn't wear them otherwise they wouldn't wear motorcycle homes otherwise our perceptions of risk are screwy you know if you ask a scientist what's the case fatality rate of coronavirus you can get a lecture if you ask what's the range of fatality give you the range the ranges from point seven to eighteen percent to tolerance well what does that even mean what does that even mean we see all these different things and then you try to figure out what what's the average what usually happens if you look at the biggest database China and you look at wolf on the hardest hit place the case fatality rates like five point seven percent but Wuhan was overwhelmed they have they have people being sent away from hospitals waiting in line forever they couldn't diagnose quickly enough if you look outside of Wuhan at the rest of China it drops to point seven percent what that tells me is if you have really good health care you detect your infection early if you're under eighty years old and you don't have underlying heart disease diabetes hypertension your risk of dying is very low yeah it's less than one percent but it could be that were missing four times as many people as we are catching in terms of who's infected let's say just for the sake of argument instead of there being ninety thousand people in the world with confirmed cases today let's say there are a half million that changes completely the percent of people who've died right it goes way down right we probably have a good sense of how many people have died what we don't have a good sense of this how many people have been infected and that's how you calculate the case fatality rates so people who aren't scientists they get dizzy from all this broke they they do they like what just tell me the answer and unfortunately science rarely can give you a certain answer about things I can tell you there is an existing flu vaccine I'm certain about that and I'm certain that it offers about fifty percent protection this year I'm certain that if you get it you're lowering your risk of flu and going to make it easier to determine whether you have cove at nineteen I'm certain of those things what I'm not certain about it but you're gonna get affected by flu or were they gonna get infected by code nineteen and what's gonna happen to you I