close at a record high in Monday's sessionfollowing the assassination attempt, the odds of Trump winning the election have increased) as one of the best-performing assets in the market, reflective of the fact that we're likely to get large deficits ahead as the Republicans have a higher probability of controlling all three chambers of the US government. We're seeing bonds sell off as a function of growth likely being stronger and having those larger deficits and higher inflation.
And then there's one stock that I want to highlight today that has been the top of our trending list for much of the day. So you put that all together, it's not necessarily a great environment for overall asset prices, but it does favor gold and stocks relative to bonds.Uh as the Trump administration has pivoted and indicated a positive stance towards various crypto assets.Bob I can't, as we continue to sort of parse out what each candidate's chances means for the markets, I keep going back to 2016.
In that case, there's a lot less constraints on policy making than may have otherwise existed in more divided government. I think there's a balance in terms of uh you know, a divided government is a lot more certain, uh whether it's uh led by a Republican administration or a democratic administration.
That's going to be pretty challenging to achieve in an environment where we see aggregate growth softer than it was, you know, late last year and where actual earnings growth, you know, has been closer to flat over the last couple of years rather than up. The media space is no longer as separated or as siloed as we once thought, traditional media giants are adopting streaming practices while streaming networks are implementing a appointment viewing strategies and youtube, the wild card may be beating them all, join us for Yahoo, finances media streaming and investing.We break down the latest acquisitions and murders the state of the streaming wars and tell you the stocks you should keep an eye on.
It was interesting too because it seems like part of the loss, um, revenue and whatnot or the cost associated with it is that they were still paying their employee, you know, they still have to pay people even if no money is going out the door.Yeah, they said it was split evenly between um like lost sales.
So Wiz would effectively help build their credibility in in ensuring your data is secure uh in the cloud.Uh If you recall, they were uh effectively in the hunt for hubspot, which we never thought made a lot of sense given it's an application company, they're not really in the app space.
Most of our big institutional investors are underweight software, everyone is in hardware semis A I infrastructure. I mean, my, my view is like, it's, it's more constructive for software just given how negative everyone is.I don't see that, but we just had workday sales force, a number of companies cut numbers.
And so I, I think that, you know, the perceived, uh him going to office could actually be, be a good positive for small and mid cap software names as we go into the back half of the year.
And the use cases are so wide, wide, wide ranging, you know, health care, you know, radiology finding, you know, issues with, with patients that doctors can't pick up. And so there's ways to play this too in Laggards like, you know, that's probably more of a 25 way to play.Well, we'll keep having that discussion as we go from dipping in the baby toe to wading into diving and maybe at some point, Brent, it's great to catch up with you as always.
Cathie Wood says she wouldn't have sold Nvidia stake 'had we known that the market was going to reward it'
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