17 Burst results for "Msel"
"msel" Discussed on The Big Cruise Podcast
"There's a lot of different ships that have have have have godmother's there's a lot of companies that don't do that still who who just do either christening or or tied the style line of price so it's not a mandatory but it's a nice little tradition that dates back to those early early early passenger ships. I'm just trying to think. Msel cost that has the same godmother for each of their ships. Something is only italian actress. Think of a name right. Now i'll have to look into that one Sophia loren of course. Yes but i can't remember if it was if his cost orem or msa. Yeah okay well. What does that one with the key to one. And if any cruise lines a and they want to move on from the godmother we all open to being godparents. It's a possibility if anybody's looking for the name. The ship the big chris. Podcast i guess not leads mostly next to Inaugural voyages yes. So the inauguration the maiden voyage so if you are a keen observer of the construction and of fitting out and and preparation of ships service you will notice that the maiden voyage is not necessarily the first voyage and and other titanic's very famous example her maiden voyage she sank but she had settled before maiden voyage and this is because they firstly do The trials this charles And then quite often. They'll do a Like a shakedown cruise or a series of shakedown cruises..
"msel" Discussed on No Jumper
"Do you got to watch it so good at him? Try to explain the Raffard having to explain that. There's a rapper. Person Personality like sonar that he dons and that is different than him as they have the same name. Bro. I've had to have that conversation with Lennon. It's like I know you really yeah. I know it's disrespectful for me to talk about crazy stories about different girls. I fucked on the PODCAST. But I'm kind of like a half to do that on the PODCASTS. Like I can't always be the version of me that I am when it's just me and you I kind of need to while out on the podcast and maybe not as much as always I mean we probably only had that conversation once or twice to be honest she probably I got it and then left it alone. I'm going to say things. That are more offensive on the PODCASTS. Then I wouldn't have regular conversation because I'm trying to be funny like I would like it up a little bit. More extreme version one million. Msel girls grow. Ever understands this. Okay if you're and right now you go on twitter and I mean it's a stupid example but I just got some hair longer camera and you are. You're on twitter and I just had a great idea. I'm going to tweet just got some head I mean and only Chabot could probably do ten. Twenty thousand likes rapper. That tweets people love that which is really kind of says maybe something sad about our culture that is so accepted but anyway you know it's like you sometimes see somebody I think. Like what like who is their significant other. And what would they think of that? That moment was one of the best moments. Oh My god I wonder just talk about every episode now because it's so good whole thing about the little Dick thing being symbol that bucking the kid. The kid really had that problem to be kid. He does the Song of her John. Song about this kid that die. That was a huge fan of his. It's like the worst. I try free stuff you ever heard your whole and you just got. I've really I've really don't want to ruin every episode for you so please wash. It is generally hilarious and it's not like dot EU ten of them in my lane thing to say but it makes me want to go and engage in Dickie's music and Chris.
"msel" Discussed on WAFS Biz 1190
"Freely? Absolutely. And we have seen some pickup in Saudi data on one of those areas project to as you mentioned. And we see any recovery in non-royal GDP, GRA this here, really driven by higher government spending. Now what's very interesting of the project would stay to that we've seen at the beginning of the year is very much led by the traditional sectors of the economy, all utilities, and more recently sort of the mining areas. Well, so we're seeing sort of these areas, driving project towards and we're not really seeing progress yet with the project. So the programs aimed at diversifying Konami Neo or the Red Sea development projects in a meaningful way. One fact is, is that a lot of these projects are still in the planning process, and we expect to more meaningful award process linked to these. Projects. More at the end of this going into twenty twenty. Monica high tough is it for us in the u a e you make the point that project aboard here I was quite surprised by this are dying forty five percent year on year in the first quarter. My question to you is simple will that shift as we look at past the divide, try the divide GDP? That's on the screen bright guy and hit is under pressure. So does that turnaround? Well, I think one factor behind the shop growth is that in the first quarter of two thousand nine we had a large project to wooded Peru, as says on a comparison year on year basis. The drop looks are not shop, then perhaps in reality. It is. But I think nonetheless, it does highlight key challenges to the economy on one hundred you've got a very mature investment cycle, it into by linked to expo directly patrol to why the project house, fatality in real estate link tax by twenty twenty with a lot of developers having expected an increase in demand. So we all seem maturity on that side and we do expect in the medium-term, Dubai project towards to reflect this. But on the other hand, we are seeing some very positive trends coming after Talbot Dhabi where seeing more projects linked to at Knox. Expansion plans within protects hoteling Turkey had rail. So we are seeing some momentum building up beat. So that's helping to, to contain the losses from the device side. Okay. Well, Monica, great up in terms of the spend in the region and beyond that, Monica chief economist that become Bank. So we've had the data from economic side, that's talked about markets equities reportedly back deco joins us. It's all about the flow. And it's all about the flow into European ATS that actually tracked side, he stocks and we're on a little bit of a momentum built. Yes, men as we took a look at the numbers for two TSA treating in Iraq for last week. And we had a very interesting figures like together one, I shares in one Invesco, we both of them trucking stocks in Saudi Arabia had about seven hundred sixty million dollars in inflows just for the week ended on Friday. The I shares alone had four hundred twenty million and the Invesco that's the biggest trading in Europe had a total of three hundred forty six and that's close to five hundred. Just in me, those numbers, match very well what we're seeing influence in Saudi alone last week. Foreign investors bought at net around four billion reals in shares all of this. Of course, that comes on the back of the inclusion MSEL's last week, the names of the stocks that will be actually part of the index everyone is trading on top of this. We've seen similar moves on for ETF's in the US. And this is a clear picture that investors in Europe are find ETF's as a good way to bed on this market as well. MCI have been a busy. Bunch haven't. They now know the latest ration- another new date with potential implications for quite a few names into reach. Yes. Well Yussef as you said, in extreme is a big topic here in our region. And Quaid is expecting a very important decision also from they just set overnight that the company said overnight that they will announce on June twenty five the decision on whether quake will be included to the emerging markets group or whether he will stay in the from tears category. We know that. This is a big news for quitting market. They've being reforming. They've been implementing a lot of changes in the past few years in the eager to see this confirmation coming still Kuwait right now is, is going to be the biggest from tier market for because urging Tina is being graded later this month. One of the biggest IPO's since fifteen come into the Saudi market Arabian centers, any updates on that. He's going to stabilize the legs on this Dave years. Well, this stock will start trading tomorrow manners. Lots of excitement to see what exactly will be the performance. We know I'm excited. I'm sure there's a lot of people that are quite excited to see how this is going to perform as manages mentioned. Goldman Sachs is going to be the price stability for this deal. It's the first time that we're going to see a big issue in Saudi using such. Feature and the limit for fluctuation is set at ten percent. So tomorrow will be an interesting day to watch stocks in Riyadh. Absolutely. Let's say let's see how that one flies and get paid the big fees to provide stability continuity. No, that's a heist in the pomp, let that that's where all the fees of actually gone Philippa. Thank you so much on mawkish reported there with the very latest on the.
"msel" Discussed on Dentist Money
"Make sure that you know, what's in your contracts because more and more procedures are either being included or in other contracts excluded from being accepted. And so, so let's talk about real quick. Yes. You recommend that they have someone in their office continued beyond the phone with insurance carriers doing this on their own. Is this something that you like do you have a, you know, a list of five providers you like people to reach out to to sort of assist in this process. Like, what's your what's the solution that you think, or maybe number of solutions that you advise people to take when it comes to protecting their reimbursement rates. So so I think that. I think that the understanding that a dentist can no longer be adjustment. Clinician? It kind of is crystallized in this concept of the providers. Need to be on top of insurance. They need to be active. They can't just out to an office manager. They can't they need to understand it in depth. and I think as a result that also then trans transforms how they view their practice in general, they become a better business woman. A better business man as it relates to the non clinical aspects of a practice, and so I kind of place that towards the top because once a dentist gets into the the intricacies of insurance. In many ways, they become more confident in the non clinical aspects of the practice which then shocking, but they they become better overall. and I I think they're going to find, Strength. If you will. I mean, that's the word that comes to my mind. But I think there's a lot of value in what you're saying around pricing is one of the things that aren't preneurs struggle with generally is really understanding the price of their service understanding how they how much services cost what each industries case what each procedure really cost them. And what, knowing the knowing your knowing understanding whether you make money doing certain procedures for certain amounts of money from certain carriers is like a really critical kind of fundamental part of managing a it's very overlooked. I think because it's kinda automated it's kind of like the thing that you know, when you come in and you buy a dental practice that part is already a. Why albeit mediocre it's a functioning system like this? It's in place, and they don't I think you just kinda the they wait to sort of tackle that until. I I mostly in most cases, never tackle it. But like you're saying when they do tackle it. And when they do focus on it and make the time to understand the cost of each procedure, the cost of what they really want to earn and the, you know for each type of procedure, whether it's, the the cost of hygiene or the cost of their own time. Like, it's really critical to know that I think once they do learn that it's like it gives them a sense of confidence. They didn't have before. Because it takes so much effort in so much work. You know, it also opens up the conversation around, you know, not accepting insurance. And then how you know. How would that hurt me or help me about membership plans and all of that membership plans? You know, if I go out of network, you know, it's all these scary concepts. When it's. Perceived looked at in vacuum. But when you start chipping away and realize that it's something that can be mastered. I think it takes on a whole new approach and there's a ton of help in oftentimes solo practitioners or even smaller multi practice owners. They feel that they're in Ireland, and they need to understand that they're not. Well, what what's been impounded? Our next topic. I mean, we talked about insurance reimbursements is is really critical. We also talked about membership programs, which I think is a really good reminder. Right. what about this? I I think leading into this conversation, which is the second thing you kind of mentioned about the industry mean we've got this. If insurance is so important, you can see why DSO's and, MSEL's are having success right there because that's a big area of competency that oftentimes they bring to the table is like we're gonna take this insurance game really seriously. And I guess we talk to me a little bit about your feelings on, you know, the I think specifically what our listener like my audience is interested in probably..
"msel" Discussed on Animal Spirits Podcast
"That's a great question. And I think it's critically important particularly with a strategy. That is holding far fewer stocks than certainly investible universe in the market. So when we think about investing in factors broadly, what we want is a portfolio that is giving you the strongest foe exposure to the factors possible. But that in its total construction can be combined and sit at the core of a clans asset allocation what I mean by that is for a client that was owning market cap weighted S and P five hundred exposure IV, for example, if they want to pair multi factor alongside that than we want the multi factor strategy to look something like the market so that it's an appropriate parrot that core for all of. Our exposures domestic and international. What we look for them is to keep a sectors in line with the broad market. So we're looking for no more than five percent deviation from the market cap weighting of a given sector within this fund. We wanna make sure that we're not taking on any oversized bet to one stock. So there are also constraints at the security level and constraints at the risk factor level because while I'm not targeting growth as an example in this portfolio. I don't necessarily want it to be come on the anti-growth portfolio. So we're going to try and keep risk factors outside of those targeted in line with the market broadly. And what we think this will deliver is an exposure that overall looks and feels like the market, but is giving you access more access than he wouldn't cap. Wait. It's face to stocks that are more likely based on their underlying attributes to try better returns overtime. So when we're looking at the portfolio characteristics. One thing that really sticks out is the weighted average market cap for MSEL is thirty roughly thirty billion dollars. And again, this is the June two. Those eighteen so it's thirty eight billion dollars for EPA and just under eighteen billion dollars for. I n t f. Is this going to resemble some amid cap ETF, or is this going to be dominated by the size factor versus other factors like quality momentum and evaluation that's a really important distinction here. So when we talk about size across across any product, what you need to look at is kind of the relevant securities that were choosing from in a majority are at least our flagship funds. I n t f is an example of this which using from a large and mid cap universe. So when we say that size affect what we really mean is that we're we're teasing down into the mid cap space from a large mid universe. As opposed to you know, a universe that is all cap in nature selecting from large mid and small cap securities the size exposure within the portfolio is unimportant one in. It's certainly one that can be a material driver of performance. What I would say is anytime you deviate from market cap weighting, you're gonna get some size exposure anyway, in in this portfolio in particular. We are specifically choosing securities that are smaller end size. And so. Our goal is to give our clients the strongest exposure that we can to that size factor. Overtime when we think about the way, we choose stocks, though, we are not favouring size exposure over value or quality or momentum exposure all have an equal ability to contribute to whether or not a security is selected in the portfolio. So we aren't choosing to overweight size versus value or momentum. Will you may find is that the stocks that are value oriented in high quality nature may be smaller at certain times in the market and see might have a variation in that size exposure over time simply because of the opportunity set, but it is certainly not something that we are favouring or that we intend to have Dr returns in a more impactful way than any of the other factors..
"msel" Discussed on The MFCEO Project
"Soon. To the launch. I'll be my family wouldn't have food. Anybody? What is up guys euless too MSEL project? I'm Andy, I'm your host. And I am the motherfucking CEO guys. I know it's been a minute. I had surgery about on over twenty sixth. I've gotten tons of messages and DM's, and you guys like worried about me think that I'm like going crazy shit, and I might be, but that's not the reason for for why I haven't been posting or anything. Just trying to get recovered feeling better. Today's the third day I've been back at the office. And I decided and wanted to give you guys something to think about over the next not just few days. But over the next. However, many years of your life yesterday. It was snowing here in Saint Louis. It was snowing pretty hard, and I can't the way. The way the what surgery I had multiple hernias. Okay. And so I'm really stiff, and I'm really stiff, but Kadhem such a child I can't even fucking help it on Tyler here fucking laughing at me anyway, because I'm so stiff. Been driving my roles. Okay. And the the reason I dry the roles is because the roles is very big on the inside it's easy to get into and out up. So it's snowing out there's huge fucking snowflakes snow on the ground and right by my house. They've been working on the road for literally like, seven months. Okay. And they're replacing a waterline this waterline could have been replaced in literally one month. But it's been seven months. The roads destroyed shits all over the place constantly, and they constantly have, you know, flags out there telling you slow down, which is fine. Okay. I come from working class family. I understand what it means to fuck in work. I understand what it means to work in situations where people can get hurt. I also understand what it means to give Kerr. Courtesy to the people who are working along side of the road. I'm a thousand percent all about that. So I'm driving.
"msel" Discussed on KLIF 570 AM
"Work. Let's go to Doug in Dallas. Doug. Thanks for joining us. Good afternoon. Hey, what's up don't know? I ask a question about a recent purchase. I just made. Okay. About a month ago little over a month ago about a us pickup traded in another pick on it. Yeah. Don't don't mention the dealership. Okay. But. Doug, hold on. It is not a dealership that is on this show. No, it's not it has never been on this show. No. And I'm sorry. I messed up. I know you're gonna chew me out. Just waiting here. How much fun you had? It was better than I thought. But not not better than I should, you know about the okay. Ready for the story. Yeah. I'm ready. Okay. So about this pick up really nice. I'm happy with it traded in another one ended up financing about forty grand, and you know, approved through a lender. Like always. And then yesterday, I get my idol in the mail Nolan holder. No, nothing it's like titled in my name one hundred percent, no way. Yes. Way. Wow. Yeah. The financing company did send me a Bill, and I still needed to make my first payment here in a couple of weeks. But yeah, I got a title clean and three in my name sitting at home. Yeah. You know years ago when my buddy Jim pots was in the leasing business and back, then if you if you leased a car that will you were still allowed to use Amazon from a dealership, the manufacturer, statement origin. So you'd give them drafting instructions, and they would send you the MS. Oh, so you could get the title and put the leasing company down as lean all too, right? So there there was a Chevy dealership in north Dallas. A Jim bought not one but two corvettes from for a customer to corvettes. And so he gives them drafting instructions, but the draft never comes and he's wanting to do the paperwork, right? So he calls them and says, would you send me essentially gave you the raft? Instructions, I need the MS os. And they sent him without the drafts in the mail to signed MSEL's. Which meant they just gave him the car. The car's. And because it was generally called him back up and says, yeah, you're going to be missing this hundred and twenty thousand dollars at some point. But that happens from time to time the back office falls apart. And now, it's your mess. So am I don't have a mess or dive a free truck? Well, I don't think we're you borrow the money is going to be that crazy about it. And I bet they Ford. I bet you signed a loan agreement, and they forwarded the funds to the dealership. Yeah. That's what I'm assuming dealerships been funded, and I I am on the hook for the money. 'cause I got a, you know, the payment coupon whatever you wanna call these days. Just I've never had a title sent to me until I paid off the vehicle. It takes a really messed up dealership in the back office to do that. And if it were me, and it's not I would call the lender and say, I was given the title without a lien holder on it who who did you borrow the money from Doug? Capital one. Is it a Bank that you do business with here? No, I just I super good credit. So they were the ones that had the lowest interest rate just what I was really looking for. Okay. I'd probably go back to the dealership and say, you gave me this title, without a lien holder on capitol one would like to be the lien holder make the dealership fix it. You know, if it were local banker credit union, I just take it down, you know, banker credit union and say, here's the title, lemme negotiated to you, and you can have a new title issued with us lien holder. Tom. Because if you don't pay the loan, there's still going to come after you. I'm still on the hook for the money. Don't get yourself. The contract you signed with them showed that vehicle is security just because they don't have the title with lien holder on it. They still have a con contract with you. That says that's the security. But anyhow that's not as bad as stories. I thought you're gonna tell me that's not bad. It's pretty good at to make another trip from. Parker county all the way. So you know, where all that again. That's just sorry now. So you were out by Charlie store, and you drove forty miles you drove forty miles. Give this oppa service. Five miles from from south west. Yeah. You know? I I love you, Doug. I've had people fly from Thailand to do business with Charlie at the Nissan store. I had a woman drive for Marshall to do business at Charlie's Ford store. Both of them said best experience ever had an got you driving forty miles out of the way have to make another trip because they don't know how to negotiate a title. Oh, you know, I like to experience different things, and you know, something this will be an object lesson for you. But I doubt it's a lesson you need to learn again because even the worst dealers in the world can handle the title proper properly. There you go. Okay. We'll take care buddy have a good weekend. Bye. Bye. Oh, let's go to Karl in Dallas. Hey, carl. Oh, hi, Ed. Once your opinion on four vehicles. I acquired two of these should say we acquired to these by inheritance over the last several months, so we got to drivers and four vehicles, and we want to get rid of two of them. And the question is which of these is going to basically give us the most bang for the buck next over years. Okay. All right. I'll give you an order of newest. I can see where I'm coming from two thousand five CAD DeVille. It's got about ninety thousand miles on it. Okay. Two thousand four Acura MDX got about one hundred and thirty two thousand four Buick lesabre also is about one hundred thirty and ninety eight Chrysler town and country with about one hundred sixty. What are you asking me you want to get rid of two of them? Right. And and other it's which of those two do you think would be the best to hang on to say for the next five or so years? Oh, there were reliability question too. Yeah. That's when you start saying one hundred thirty hundred thirty one hundred sixty. And I don't know what the maintenance is on it. I don't know what you've done on that stuff. I mean, if you have an MDX at oh, by the way, twice forgot to change oil in it. But then we got back in sequence MDX may have the best reputation, but you've got sludge in the engine. You know? Yeah. And and frankly, these vehicles are so old I just keep him around for sentimental sake. In another ten years. You can put antique plates on them. Yeah. Having heard your your suggestions in the past. I figured you're going to say, yeah. Junk them all know. My first thought was how much gasoline. Do you have out the garage? That was my first thought second thought was I put him on a truck send him to Malibu park it right in front of the wildfire. The insurance. Nobody nobody questions say, hey, my family caravan out to Malibu and the next thing, you know pools. I wrong because on the town and country. You're only five years away from antique plates. Oh, well that one had to have some new tyrod and a few months ago. Believe it or not. You wouldn't have done that believe it or not the two I would be inclined to keep if you've done the maintenance equal on all of them is the DeVille and the lesabre. But if I were thinking about doing road trips and vacations and the maintenance was done flawlessly. I would flip the lesabre for the MDX. Oh, okay. Yeah. That that's a good point. Because a couple of times a year. We drive up to my brother-in-law's place in Colorado. So we've got a real road trip out if you have done all the maintenance by the book than the MDX in my opinion is best long distance cruiser Cadillacs are fine. My my my mother-in-law has a Cadillac about a two thousand five she bought a Franken. But I only think about maybe twenty thousand miles on it. But that being said if I were gonna take long distance trip, that's a quiet, comfortable car, but in an emergency or bad weather. I like the MDX better. Oh, okay. That's so, but that's what I would do long trips Cadillac MDX dumped the other two if you're not going to be long trips. I'd probably keep the villain the lesabre. Oh, okay. Well, what happens if we keep the Acura for the trips and the sabre for putting around in the city, then I'd get rid of the DeVille. I would drive the DeVille and the nineteen ninety eight ten and country. Damola boo. Think the fire is still be going. Then actually the way things are going. If not there's another one nearby in California at the moment, just make sure they're heavily insured. Oh, okay. Do you have any recommendations for quickey insurance? Well, a company that will pay so that will leave state farm out. Oh, did I say that out loud? Yeah..
"msel" Discussed on The MFCEO Project
"What is this to the MSEL project? Eddie? I'm your host and I am. The mother fucking CEO guy's been a minute has been a minute, but let me tell you something. There's reasons why it's been a minute and made reason this unlike most of the other guys out there that just crank content, crank, content, crank content, say the same, fuck and shit over and over. Again. Number one, I got a real jobs. I run real companies and I don't companies that just sell you information on how to be successful. I'm talking about a real company that ships products that does things other than the info right now. It's real popular to call yourself an entrepreneur. If you just create fuck and information on how to do shit and sell it to other people and then talk about how much money you made being successful says. Telling people the courses on how to do shit to me, you know that shit is played the fuck out. So usually around this time of year, we get real busy here with the business that we do because we're gearing up for next year. And that's the reason why take a little bit of time off the other. The other thing is this, you know, I begin a lot of guys asking me when I'm going to speak where I'm going to speak what I'm gonna do and. As a lot of, you know, my let ni- have partnered on the artists syndicate, which is a super super high level entrepreneurial society that were pouring a lot of time resources into. One of the things that and I talked about when we started this was getting away from the entrepreneur space. Right now you have lots of people selling events and having these quote unquote entrepreneur events and you go to him, you pay a lot of money. You go there hoping to learn some shit and what happens whenever you go to them, you get sold. You have twenty five in speakers that go up on stage and then pitch you on. They tell you just enough information and then pitch you buy some more shit. And you know these entrepreneur events are expensive. They cost a lot of fuckin- money and. Edn. I have both agreed basically not be a part of anything like that anymore. If we're going to be a part of an event, they're going to teach you if you see my name on the poster, if you see ED's name on the poster, that's that's something that you can go to and you can learn. These pitch fast, this whole fucking entrepreneurial society in the way it's going. It's just not something that I've I've with. It's not something I wanna be a part of. It's not something I wanna be intertwined with. And for that reason, I'm going to be doing things differently. I won't be speaking as much..
"msel" Discussed on WAFS Biz 1190
"More than twenty seven hundred journalists and analysts in more than, one, hundred twenty five I'm Deborah mouth this is Bloomberg sombre, check on the markets averted Juliette Sally and Singapore Juliette Debra as you can see is very strong base buying across the region today. Thank you very much to j Powell and co of course, the fed saying that it will continue on that slow and gradual pace of tightening really starting Tiki quite a boost sentiment in the region the Hong Kong market on its lunch break up by over two percent really leading gains in the region along we'd large-cap stocks in China and it is in fact on the overall regional. Benchmark index one of the best days we've seen in around two months India's market hitting another record high in early trade and of, course he was seeing a little bit of a switch around. Coming back in the yen now after it had four sessions of. Losses against the dollar just slightly higher there out by about a tenth of one percent with also being focusing very closely menace on. The one after, we saw that stronger fix coming through from an interesting line from Garfield Renan's on our mlive blogs saying China's decision to tilt toward a stronger Yuan is. A gift horse. Whose take made serious examination but certainly at the. Moment, we are seeing. Stronger Currencies in Asia I'm always a bit wary, about. The horses. Judea that's Fisher certainly inspecting their teeth, could be tough and that's the sentiment. I get that but, was this specific what's this? Specific us, on I mean we've had sign of what else. View this morning no more jokes Mojos Jack sit down with that Nate t the whole stakes well we all saying every high across the region. Today telcos picked up by about a third of one percent really is develop has leading the gains. You mentioned signer pick they let's have a look at, how it is doing on the lunch break and how some of the other stocks in the region are doing analysts signed the record earnings coming through from sign up for. The half year could say dividends continuously, he's certainly saying buying into that stock also, watching brilliance China for its biggest gain since twenty eleven on optimism, over its joint, venture, with BMW. And HSBC has upgraded its price target. On these stock to fourteen dollars twenty elsewhere those so-called. Pay stocks in South Korea coming under pressure as President Trump. Caught off compares trip to North Korea and having a look at a, strategy. You are. Saying gee eight education they're down by, fifteen percent of five they submit a. Soft outlook for its, occupancy growth rate so few? Stocks coming, onto significant pressure as you can see but on. The whole Yousef As you can see on this map here it, is green across the screen We all love and I'm after. We thank you very much for that Juliet for the moment to all right let's talk a bit more about equity markets this part of the world because they gained on Sunday and came after playing catch up pretty much with emerging markets advanced last week when most of the region stock exchanges, were closed for the Dow climbed the most in the region up one point four percent Credit Suisse, says it's still. Positive on secular themes with earning season coming to a close it's bringing ball he's the head of Middle East research could switched welcome back to the show just to set the scene a, little bit in terms of where we are with valuations. In the Saudi story we put together a fabulous charge ETV gopher our clients this really tells the story about a Dowell training at seventeen times earnings MCI emerging market. Index at thirteen as a benchmark of the Dubai index at seven? Point five, why would anybody in their right mind get into Saudi stocks though I mean one of the things we've pointed out in time, and time again is that if If it hadn't been for this MSU upgrade that is forthcoming there's really not a huge amount going for the Saudi stock market at the at the at the time being I mean. Valuations as you point out are expensive growth is point week the microeconomic by crop has been very poor there's no meaningful signs of recovery MSEL emerging market upgrade is significant and we know that it is going to lead to billions and influence so that is something that's going to be supportive, but of course one starts out of the way then you don't really have anything driving further support, so it is. A very specific window of opportunity that you have when it comes to drivers and support the Saudi Aramco do I thought was supposed to be one of the the really strong pillars of, the Saudi story e f g Hermes would say constellation. Of the IPO drives money into other sectors personally I I think that's just bluster but you would correct me and you say there is a technical reason for this. Bullish interpretation piece convinced me year I think they actually have a? Point because, one of the things that we've also highlight the one of our key concerns about Quite few yes it's very positive long-term but at the time of the pew our biggest concern was. That it would be adrenal liquidity because you'd see a lot of investors selling off their shares in order to. Fund their, application for the for the view because really a view of. That magnitude would entail that and it's something. We certainly see it in the. Past as well so that was, a key overhang that we had in the back of our minds as. Well and I think with the removal of that. I feel for, the time being at least the, rules a little bit of an over hang on. Its own it's not a driver of a rally but I would say that it removes behind in speaking of overhangs when it comes to markets in the United Arab Emirates there's the unfolding story with uprise we had news. In the last twenty four hours the no investors in a one point six billion. Dollar, abroad, fund are set to be, owed at least three hundred. Million dollars so that's the latest development there is perhaps more pain and more clarity to. Come on that front I mean ultimately a lot of these companies have disclosed their exposure but clearly there's been some miscalculation by Quite a few investors what I, think it's one of those situations where you're going to see more and more news come out I I don't think we've seen the full yet and that is just one more hanging on the stock market and we we've seen performance, in the bind valuations come off a long way because of a. Number of issues primarily just a week private sector in in in the u. e. but this. Sort of event has has added more to, investor concerns as well and in terms of the other calls that you make you focus, on Egypt we've touched. On it a few times you remain, bullish with a good inflation story consensus seems to be from guests flow in the past couple of weeks there's another two. Hundred basis points of rate cuts. To come in Egypt I mean different parts of the markets why. Do you still hold. A bullish sentiment on this when I understand that a lot of the mandates are already. Quite full in regards to Egypt what do you mean by the mandate or in a lot of. Asset managers, capacity, goodbye and take on more Egyptian stock on board, are really pretty much out there limit Arnaud? I would argue that in the past we've seen a lot of asset managers holding more than, double what Egypt sweeten the benchmark has been that was back in Egypt heyday this is obviously pre-financial crisis in the run-up to the Arab spring so back at time Egypt Very consistently was located about w sweetened the index so I think there's definitely more allocation upside the growth cycle. That we're seeing still has several years ahead to go and, if you, look into next. Year there's a lot of tailwinds for Egypt as we see tourism continued to. Pick up more is we see Egypt move from being a gas. Importer to being a net cast exported these are all factors that are going? To, drive the, currency stronger growth stronger as well what about prices at, the moment that a little bit weaker as, we speak we had quite a, bit, of bearish inventory data over the weekend have you changed your fundamental. Position about where the crew trade goes from. Here no I mean we've been bullish on the commodity space for some time and, if you look at our target price so. We've got a three months talkative seventy seven on Brent and a twelve month of seventy seventy dollars so we are. Effectively close to target price I I wouldn't argue that. We'd be hugely bullish in terms of buying this movement but certainly. We do see scope, for Alterman will support it over. Q. three q. four for sure it's a slow period because of. The maintenance cycle you see a weaker demand effect so inventory buildup quite like? You. That period, so we would be a bit more bearish has been into cue for next year but in the, very short term we're still quite, positive, we'll we'll take a short term trade any day of the week. Stay with us we've got a little bit. More, than discuss the holiday part stays with this story on up next it's the, storm after the calm for the lira I look at markets return postie break is the troubled. Currency out of the woods yet.
"msel" Discussed on The MFCEO Project
"Whom. To the launch. Well, my family wouldn't have food. Anybody going. What is out guys? Euless too MSEL project. I'm eighty. I'm your host and I am the mother fucking c. e. o. guys today. We've got a good podcast, but for that got some housekeeping issues. We don't charge here. I don't run ads. I don't run twenty minutes of ads so that you have to, you know, can get paid for that, blah, blah, blah. But I do have a fee for you. My is this. I asked that if you get value from this podcast that you tell a friend, you don't have to tell a hundred friends. You don't have to tell a million France. You don't have to tell ten friends, just tell one friend and do it in a meaningful way. We grow this podcast or Ganley, and I feel like a lot of the people who have been longtime listeners, and while I do greatly greatly appreciate you. I feel like that, you know, maybe we've gotten a little bit comfortable with just kind of going through and have it our own little family here in Alex remind you that the purpose of this podcast is to change the culture of an entire generation of people who have been brought up to believe in things that are idea. Listrik. My goal here is to help you guys understand what it really means to be in control of your life to be someone who doesn't get dictated to to be someone who chooses their outcome and how to do that. And I feel like we've done a really good job at that and just ask that if you guys agree with me on that that you please spread the word about the podcast. So with that being said, I'm joined as always by my co host von the Impaler, the pastor of disaster DJ DJ God Vaughn swollen. I'm getting on diesel missing John Claude von Sean Klaus von damn the man of many names, right? What's up, dude, von Nellie ice von. Yeah, things are good. I feel like it's been like a century since the last time we were here, I guess who I have on the podcast. I've heard this. I'm pretty excited next week. Yeah, Nellie, Yup. Yup. Our hometown Nellie, yeah, I'm excited about that. Do I'm excited about two and you know, I with two Titanic rappers like Nelly and myself, you knew that it was only a matter of time before we met. Dude, I'm excited because people realize that Saint Louis, how close and tight knitted is it's kinda weird that him and I have not really cross paths. Yeah, I'm excited to to get the hang with him, but I'm excited more so because I feel like he brought. A level of belief to this community. He was good for the community man for so many years, like really gave a whole generation from this town belief that like they're just because you're from Saint Louis, doesn't mean that you can't do something big, right? Dude. He's, you know. People not from this area owner, STAN that he's a fucking legend here, like local legend because of that. Not because it was rap career, not because of who he is outside of Saint Louis, but because the dude has literally empowered so many people here locally to to be something..
"msel" Discussed on Year of the Peer with Leo Bottary
"Okay too but he's genuine will you can't fake it so he's actually well this is where you've talked a lot about just the value first of all being antic i think secondly to when you stay true to your values when you do the right thing to your point it is always the right thing i've certainly had situations in my career where things like that have happened and you think you're going to take a short term head or whatever in most times you don't even do that you know i mean you really just you know again i think you do the right thing and in in good things happen and people respond to cordingley and you can rally you know people around this idea that oh use said this was important in it's going to cost us money you're still sticking that value right reality is that it doesn't end up costing any money at all because everyone rallies around and says all right we're we're going to kind of do we need to do to play seemed gum or whatever it is exactly and really you know people are just amazed at you know i pick up the phone and there's always somebody on the other end to take that call and let's don't be amazed that's that's thirty years of reputation building you know you you'd be mere surprise because of the lack of genuineness that you have around you but you know when you're a guy who does what he says he's going to do and there's an expectation to that you know there's gonna be people on the other that call and at that moment this is what i talk about that the article love your that work i'm not doing it necessarily because there's something in it for me okay certainly not today now is there an expectation so the answer yes like one of the things that i was talking to seton hall about in cain to networking you know i said listen networking isn't hey his resume befriend mine okay that's that's introduction networking has an expectation on the end of it that if i'm taking the time the furthest personnel and to serve them up for you i have an expectation of on my end that they're gonna at least pay pay you're gonna pay attention to that and i just had to deal with what my creative directors in chattanooga where you know i served up somebody and you know it was a late process things closed loop was closed and i said okay no worries but next time a phone call right at least you're you're gonna give the guy fifteen minutes on the phone okay and noted point taken so you know i'm okay to correct people to if i you know if i feel their string outside of the expectation well i think the expectation you know goes away in that people who use send somebody they can trust that you have confidence in that person and that they are absolutely worthy of you're not just sending somebody over there who figures crossed mayor may not show up right now i take the time to take the needing and then quite frankly not right i won't send them you know but i you know like a keeping in mind that if something comes up i'll let you know yeah i really like to get there we have about that you know because there's times where i know this is not a fit it's not the right expectation anoc gonna make the introduction james's the headcount there has continued to escalate and presumably will continue that or the friction points that you're finding against collaboration or are you so so we're in a collaborative environment i don't think it's that a pressure point is difference between swelling and growing both get your big ones healthy so we need to make sure that we are growing not swelling in a particular case in remembers simplistic as it sounds anything that is not growing dying might give us the difference between your your definition of the difference between swelling growing for i think you know there's there's a in this industry we can to bloat hey we just want a big piece of business gotta ramp off need thirty five people okay and and oftentimes will do it and then realize who've you know i hired thirty five media people i really needed probably twenty media fifteen creative strategies so you know you swell now now you know oftentimes that'll stay in the hall in this happened whether interbranch or msel group you know.
"msel" Discussed on This Week In Google
"You're using your desktop as a kind of an extension of sending a message through your phone is that third last i think it's last can be lying is what's it gonna take to link all of his android world with apples while the and that's a really great question because that's one of the very big asterisks here is that i message does not as far as we know based on these rumors by the way this is not like fully announcing based on these rumors i message does not fully support or support at all this particular flavor of our csm i don't know if it supports our cs at all and will not i mean let's face it apple has zero you know look there's nothing pushing apple to do that i message i think is is huge kind of walled garden something very very powerful that in in my case two of my daughters moved back to apple just so they could use i messages so they moved completely off platform just to get i message i mean that's that's a hugely powerful apple has find it hard to believe they're just going to open up and integrate with every other you know they want to keep that apple only i think it's certainly been very exclusive thing i message as as far as like the like you say people will stay on the platform stay on in west in some cases because i message exists because all their friends have iphones or i o s devices and i message has those functions that worked with those other friends in if they aren't on that then they feel like they're being left out so in in in some ways this if if it rolls out the way that the the rumors are pointing to this would be androids equivalent to msel in the sense that all android users would have that same functionality with other android users so you know i o s has their playground android users have their playground in the very very similar operating independently would there be any reason for those to cross i mean that would be a great world to live in.
"msel" Discussed on Bloomberg Radio New York
"For this hour of daybreak europe is bloomberg's yousef kamala voting yousef good morning good morning we have big meeting in this part of the world in jeddah the monitoring committee is going to be there what kind of oil of us are we going to hear it but also this zaidi around treasury yields is back in vogue isn't it yeah is is in the markets we've also got of course the start of the spring meetings the imf in washington dc finance ministers central bankers getting together and we'll tell you more about that merckel macro meeting in world and national news because it comes just ahead of them going to washington dc for talks with president donald trump in the meantime their use of let's bring you up to speed with all of the market action investors are focusing on global growth it seems rather than trade tensions today certainly a positive session in asia stocks climbing to the highest in a month samsung electronics for example leading the gains in tech shares msel asia pacific gained six tenths of one percent and we are up in hong kong japan and australia this morning us futures also pointing to a higher open there but as you say it's all about the treasury market yields ticked lower after climbing to two point eight seven percent on thursday we had the fed's beige book that was pretty positive but it is all about curve inversion anx which is growing spreads between five and thirty thirty year treasuries hit the narrow since two thousand and seven also a big story on wall street was the vicks an odd spike had we'll see the buzzer yesterday with talk about it potentially being rigged although that's all speculation and also gonna delve deeper into the commodities market this morning looking at my gm function global macro movers on my bloomberg terminal this morning the brubeck commodity index gains half of one percent nickel aluminium gaining fallout from the sanctions against russia radi hating the metals market in the fx space the japanese yen this morning one i seven spot forty three so down two tenths of one percent and a year we were watching the lira because of the snap election called in turkey could weigh on the larry despite a recent rally so those are the markets right now breaking lines hitting bloomberg from novartis the.
"msel" Discussed on WIND 560 AM
"And expecting that times are good now and we we forecast that into the future extrapolated into the future and expect times to continue to be good for the foreseeable future and history shows us that that just isn't necessarily the case this is a midterm election year and incoming shows on dust off our playbook for midterm election years if you've been a long time listener to the show you know back in two thousand fourteen we talked a lot about the tendencies of the stock market in midterm election years and we're going to bring that back up because maybe a little too early to be you know to be focused on that we're we're still have you know ten months or nine months or so until the election however midterm election years do have a strong tendency of witnessing stronger than stronger than normal corrections sometime prior to the election so we could expect that to happen i think this year particularly with everything else we've talked about this week this year's could be more stronger than other midterm election years in two thousand fourteen for example the msel country world index did drop approximately ten percent from its high middle part of the year to it's low in early october before the election so that did play out in twenty fourteen i would expect something similar to play out sometime in two thousand eighteen doesn't have to wait till later in the air it could come earlier could start in march or april or may and correct or maybe the high doesn't get put in that intermediate term high doesn't get put in until june july or august right now i don't know but i do expect to see that correction at some point and from my perspective i would prefer to let the market come to me at this point and let that opportunity come to me rather than me chasing the market because these last few months maybe several months of gains are probably wiped out pretty quick during a correction that tends to happen i'm joe lopresti the host of the empowered investing show and you're listening to empower investing we're on every saturday at noon right here on am five sixty the answer and let's talk about what happens after the correction so obviously we're playing a little bit of cheshire were thinking a couple of moves ahead after the correction.
"msel" Discussed on WFAN Sports Radio_FM
"Well we call it a manager in baseball i would say if you did that it's very possible you could get a brawl i bat house the awesome that would be that ever happened do you think before msel injuring partial tear that's in your knee he was moving luggage upstairs and he said he went to he was three steps up went to step back and missed the second step and hurt his knee pop now i know you mock me because i don't want players going motocross saying and jet skiing i wouldn't even move my luggage shares of i was a player shot up knock it off how would you like him to do just lay down on the couch until it's time don't even eat you might show i would have someone cut my food and the very small pieces smoothies for everybody yes i do not want to get injured i would just go home and lay strays on my back life happens it's fine they weren't going to be any good anyway he's upset though the baseball season starting out from moving lugging and probably more like eight weeks he's a catcher i might check your knees are relatively important when you catch meanwhile guys at hand luggage at the airport of how much luggage i move every day never wants to go go hire them go where you get a move in mover this is sponsored by oregon.
"msel" Discussed on The MFCEO Project
"Whom to the launch well my family wouldn't have food anybody going what is guys euless to msel project i'm andy i'm your host and i am the mother fucking ceo does your first time listening this is a andthe preneurs ship slash personal development podcast welcome we are going to take your face and smack the shit out of it probably punching a few times make you cry and then you're going to go home and think about who the fuck you are and you're gonna make judgments and my goal my hope my wish for you is that you make judgments to become the motherfucking ceo of you and what is a mother fucking ceo realize that you don't have to be a stuffy weird nerd to be a ceo and you are the ceo of you whether you realize it or not most people never even really really realize that most people go through life looking to take direction looking to take orders looking to be a respond or to other people's input they look to live in a reactionary state and that's just not the way to live the way to lives to understand that you're in control of your decisions and your decisions will create certain outcomes and if you do that with a little bit of confidence with a little bit of swagger you will become a motherfucking ceo as well and what i'm gonna talk about today oh and by the way tuesdays we do our longer podcast thursdays we do shorter podcasts you know this is going to be five to ten minutes or something like that.
"msel" Discussed on Pop Culture Affidavit
"Late eighties that are just really damn near perfect i mean i i don't listen to nebraska all the way through very often because it's just one of those albums that that i don't know if you can you know all the time but it is a is it is an excellent excellent alvin darkness is another one as is and tunnel of love which was the last really one of the last it was last eighty springsteen albums really one of the last original east band albums i think that's underrated album to be honest with you but i think that's more because again maybe i'm older and i appreciate it more anyway i recommend i mean i can recommend just about any springsteen but darkness is such an excellent album back into magnus email i must say that it took a minute to realize that you were playing clip from my so called life in this episode at first i thought manda was jokingly singing about how she wants to be sedated i was even expected you go full leto and take over her because i must say you always seen that she'll and then i realized it was in fact a clip from msel all made sense and here i thought it was the only one remember that moment from the show i should say the only reason i really turned into that shows my crushing clear danes had a crush claire danes back in high school as well so you might say that i came for angela state for the music word all in all pop culture affidavit episode seventy three the albums that made us who we are was another winter yours magic eight balls magnus and again magnus can be found on trenice magnus punches reality which is part of the two freaks internet radio network which again i really cannot recommend enough and it's just an outstanding outstanding.