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NOT TO MENTION THAT TRILLION DOLLAR MARKET DEAL DO YOU AGREE WITH THE NOTION TECH

THEY'VE HAVE A REALLY GOOD DISCRETIONARY OUR TOP TWO SECTORS THAT HAVE BEEN PERFORMING THEY STILL HAVE A REALLY GOOD RUN WE WOULD TAKE A LITTLE BIT OFF THE TABLE RIGHT NOW FROM SOME OF THESE NAMES BECAUSE OF THE STRONG RUN THAT THEY'VE HEAD SURE IT'S GOOD TO CONTINUE AT THE SAME RATE THAT WE'VE CONTINUED IN THE PAST A LOT OF THEM ARE TIED WITH AMAZON

PERHAPS WE SEE CONTINUED STRENGTH THERE EVEN APPLE IT'S DAGEN MCDOWELL APPLE HITTING AN ALL-TIME HIGH WITH THE FOURTH STRAIGHT RECORD CLOSE ON FRIDAY THE BEST PERFORMER IN THE DOW THIS YEAR UP AT NEARLY 25 PERCENT HE WOULD TAKE SOME MONEY OFF THE TABLE EVEN WITH APPLE

IT SEEMS TO SURPRISE THE NAYSAYERS AT EVERY TURN THEY DO THEY ALWAYS SEEM TO COME OUT AND SURPRISE THEM EVERYONE WANTS TO SAY THAT THIS IS THE QUARTER THAT THEY DON'T DO WELL IF YOU LOOK AT THE IPHONE TEN SALES

THERE IS A HUGE SURPRISE WITH THERE IS ALWAYS A SURPRISE SOFTWARE KIND OF BUSINESS THERE IS CAN BE MORE COMPETITION BETWEEN AN AMAZON THERE ARE SOME DIFFERENT METRICS THAT WE WILL START SEEING THERE WHEN YOU LOOK AT TECH WHEN YOU LOOK AT DIFFERENT METRICS A LOT OF THE EARNINGS WHEN YOU TALK ABOUT AMAZON, APPLE AND MICROSOFT

A LOT OF THAT HAD TO DO WITH THE CLOUD BUSINESS WE SAW IN THE LAST EARNINGS CLOUD >> I THINK THERE IS STILL SOME ROOM TO GROW TECHNOLOGY COMPANIES WERE GOING TO INCREASE THEIR R&D BY ABOUT 24 PERCENT A LOT OF THAT IS GOING INTO BUILDING OUT THE CLOUD

WE SEE IT WITH SOME OF THE OTHER NAMES AS WELL AND OBVIOUSLY AMAZON LEADING THE WAY THE WAY SORT OF UNLEASH THE ANIMAL SPIRITS WHAT IS YOUR TAKE ON THE BROAD ECONOMIC BACKDROP RIGHT NOW

I EXPECT TO SEE IT GO UP 20% BY 2020 JUST THINK ABOUT THE HUGE AMOUNT OF DATA THERE IS IN HEALTHCARE YOU CAN'T MANAGE ANY OF THAT WITH THE CLOUD I THINK THE PRIVACY ISSUES ARE REALLY GOING TO BE HANDLED I THINK YOU SAW LAST WEEK THAT IBM AND MICROSOFT AND AMAZON AND GOOGLE ALL CAME TOGETHER BEGINNING TO THINK THAT THEY CAN NOW HAD THE INTER- DISCIPLINARY COMMUNICATION THAT WELL HAD THAT AND BE ABLE TO USE THE DATA IT'S REALLY INCREDIBLE

YOU THINK IT WAS DOUBLING EVERY 73 DAYS THE AMOUNT OF DATA THAT WAS THERE THAT'S ONE GROWTH AREA IN TERMS OF THE ECONOMY IS THAT ECONOMY THAT YOU SEE GROWING MORE SO THAN OTHERS TO TAKE A STEP BACK THAT IS A KEY COMPONENT

THEY SAID THE TREND IS HIGHER WE KNOW THAT INCREASES PRODUCTIVITY YOU MAY LOOK AT THE INDUSTRIAL MEANS AS WELL YOU WILL SEE SOME GROWTH OVER THE COMING QUARTERS I ATTRIBUTED THAT TO SOME OF THE ECONOMIC POLICIES

ACCORDING TO A NEW SURVEY THE ECONOMIC POLICIES ACCORDING TO A NEW SURVEY THE PRESIDENT'S TAX CUTS ARE TOO STIMULATIVE BECAUSE OF THE IMPACT ON THE NATIONAL DEBT MORE THAN 90% SAID THE ADMINISTRATION POLICIES WOULD ACTUALLY HURT THE ECONOMY EVEN IN A STRONG BACKDROP YOU HAVE NOW WORRIES ABOUT BEING TOO STIMULATIVE YOU'VE HEARD A LOT OF PEOPLE HEARD ABOUT CORPORATE DEBT AS WELL

A LOT OF THE CONCERN AGAIN WE ARTIE HAD ALREADY HAVE SOME POSITIVE NEWS FOR CHINA TALKS COMING THIS WEEK WE DO HAVE TO BE HAD TO BE CONCERNED ABOUT OUR GROWING DEBT I'M NOT SURE HOW FAR INTO IT WE WILL GET BUT UNCLE SAM CAN STILL BORROW AT LESS THAN 3% LESS THAN 2

9 PERCENT NO REAL FEAR SHOWING UP IN THE PROJECTIONS IT WILL BE ABOUT $4 TRILLION LARGER THAN WAS PROJECTED IN WITH THE WAGES ANOTHER SURVEY SAID THEY ARE BIGGEST PAYCHECKS IN A DECADE I KNOW THIS SPARKS ALL OTHER WORRIES ABOUT INFLATION

WE HAVE SEEN YEAR-OVER-YEAR 27 PERCENT BUT INFLATION IS 29 PERCENT

SO THE PEOPLE ON THE HOURLY THIS IN ORDER TO GET THE BIG TANK THE EXTRA SPENDING WERE SEEN ON CREDIT CARDS IS NOT KEEPING UP WITH INFLATION THIS IS A TALKING POINT THAT YOU ARE STARTING TO HEAR FROM DEMOCRATS FROM PEOPLE WHO ARE THE PCE WHICH THE FEDERAL RESERVE LOOKS AT AS 22 PERCENT THE ENERGY PRICES WOULD BE ELEVATED DURING THE SUMMER

ELEVATED DURING THE SUMMER IT WAS BASICALLY NOTHING AT THE END OF THE DAY IT REALLY IS ABOUT WHAT IS IN SOMEONE'S POCKET IF THEY ARE SPENDING MORE ON CREDIT THAT MEANS THEY DON'T HAVE QUITE AS MUCH IN THEIR POCKET

THAT'S IT I'M SAYING THE DEBT SERVICE IS SO LOW I THINK YOU ARE SEEING TREMENDOUS CHANGE IN WHAT THE OCCUPATION IS THE HEALTH EDUCATION AND OUR HEALTH HAS GROWN UP TO 20% OF THE EMPLOYMENT MANUFACTURING HAS GONE WAY DOWN IS THAT MAJOR CHANGE WITH ECONOMIC PRESSURES ON HEALTHCARE

THESE PEOPLE ARE NOT GOING TO

Source: Youtube

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