BACKGROUND, PRACTICALLY $1 TRILLION TO ARREST THE SLIDE IN THEIR CURRENCY >> > > THEY HAVE A $17 TRILLION ECONOMY. I ASSUME WHAT'' S HAPPENING, DAVID, DESPITE THE FACT THAT WE DON'' T SEE ANYTHING EXCELLENT IN OUR STOCK MARKET, GLOBALLY WE ARE DRAWING IN CASH >> > > WHERE IS IT GOING >> > >'IT ' S GOING INTO BONDS HAVE A LOOK AT– REMEMBER, THE TEN-YEAR, I WENT HOME ONE EVENING AND MY OTHER HALF CLAIMED, YOU LOOK SO UNHAPPY. I CLAIMED, THE TEN-YEAR SHE CLAIMED, A PERSON DIDN'' T OBTAIN TENURE NO, THE TEN-YEAR, THE BOND >> >'> I ' M REFLECTING, IT WAS LATE LAST MONTH WHEN BofA CLAIMED GO LONG TEN YEAR TARGET 2 1/4. YOU SAID THAT MIGHT BE EXTREME >> > > THAT WAS EXTREME. I SIMPLY THINK POINTS OBTAINED A LITTLE TOO CRAZED I DO FEELING THE OTHER DAY– TODAY, I'' M DOING COLLABORATE WITH THE WONDERFUL LARRY WILLIAMS, A GREAT MARKET SPECIALIST, THE ADVANCED DECLINE IS UP WHILE THE STANDARDS ARE DOWN, HISTORICALLY WHAT COULD BE THE BEGINNING OF WHAT COULD BE An EXTREMELY EFFECTIVE MOVE.I THINK THAT'' S NOT SPOKE ABOUT SUFFICIENT ON AIR, THAT THE MARKETPLACE UNDERNEATH, THE BASES OF THE MARKET WAS POSITIVE. >> > > YOU ' RE TALKING ABOUT A POWERFUL BEARISH MARKET RALLY >> > > YES, POWERFUL BEARISH MARKET RALLY. >> > > WHICH YOU WOULD BE LOOKING TO MARKET >> > > YES, I WOULD. MARKET HAS 75-DAY CYCLES I UNDERSTAND THIS THINGS SEEMS– DAVID, YOU MIGHT THINK IT'' S FOLLOWERS FANCIFUL >> > > HOW SHOULD WE BE TAKING THESE BEARISH MARKET RALLIES? THERE'' S A BELIEF THAT UNTIL YOU UNDERSTAND WHAT THE FED IS GOING TO DO, YOU CAN'' T SEE THE END HERE WE SEEM TO BE FAMILIAR WITH WHATEVER TURBULENCE IN THE MARKET DEALS WITH ITSELF IN A SHORT QUANTITY OF TIME THAT'' S NOT HAPPENING THIS MOMENT > >> JAY POWELL NEEDS TO BE LEAVE THIS 50 THING. 50 IS A FANTASTIC TUSCAN RED WINE. I'' LL GET YOU A BOTTLE. >> > > I VALUE IT >> > > YOU NEED TO REPOSITION. YOU HAVE TO GO TO LOCKHEED MARTIN AMONG THINGS– LEADERS– I WEAR'' T KNOW IF YOU ' VE BEEN FOLLOWING WHAT'' S HAPPENING IN YOUR HOUSE
>>. > > YOUR HOUSE OF REPRESENTATIVES. >> > > YES BUT THE AMOUNT OF CASH THEY INTEND TO GIVE UKRAINE, IT WON'' T STOP AT$ 40 BILLION. THINGS THAT'' S ESSENTIAL IS WE HAVE TO REBUILD EVERY LITTLE THING WE PROVIDED. >> > > CURRENTLY YOU'' RE TALKING ABOUT WHAT WE TEASED. >> > > YES I MEAN, GERMANY HAS TO– WHAT'' S THE MATTER IT ' S GOING TO HAPPEN >'> I ' M NOT SAYING IT ' S NOT GOING TO HAPPEN. > >> LOCKHEED MARTIN AND ALSO RAYTHEON ARE BOTH. OUR COLLECTION, WHICH IS A DEMOCRACY, IS SIGNIFICANTLY DEPLETED. LEADER McCARTHY WILL CERTAINLY PUSH FOR A WHOLE LOT. >> > > ALMOST $20 BILLION OF BUDGET ASSISTANCE FOR UKRAINE. >> > > SO I JUST ASSUMES THAT'' S GOING TO BE– YOU REPOSITION RIGHT INTO THOSE STOCKS RIGHT THERE THEY'' RE ALL GOOD, BUT THEY'' RE ALL GOING TO GET GREAT >> > > SINCE WE HAVE NO SELECTION WE HAVE TO REPLENISH WHAT WE SENT OVER. >> > > I RECOGNIZE. >> > > THERE ' S 1,500 TAGS. >> > > SO THAT ' S YOUR RECOMMENDATION >> > > YES > > REVOLVE INTO DEFENSE BECAUSE– >> > > AS WELL AS ADDITIONALLY WELLNESS TREATMENT. >> > > AND HEALTHCARE >> > > BECAUSE THOSE ARE 2 LOCATIONS– >> > >– CASH BEING SPENT. >> > > IF POWELL DOES BANG ON THE BRAKES, WHICH HE HAS TO, THERE'' S RUNAWAY RISING COST OF LIVING, HEALTH CARE DOES WELL. AS A RESULT OF THE FACT THAT WE HAVE TO REPLENISH OUR TOOLBOX, PROTECTION SUCCEEDS. ALL THE DEFENSE BUSINESS COMBINE, THERE'' S ONLY A BUSINESS OF THEM.I ' M SERVICING A NEW THESIS. WHAT TAKES PLACE IF ANTITRUST MAKES A DECISION TO GO AFTER SOME OF THESE BUSINESS THAT MERGED? >> > > YOU INDICATE SHOT TO BREAK THEM UP >> > > YES AS WELL AS NOT PURSUE.
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