Bloomberg Surveillance 04/03/2024 

I love when Jonathan says "Bramo"

Wow... Eric Cantor is a smart dude. Enlightening interview.

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Lisa - I really agree with you that the Fed’s narrative is vague and confusing and untethered to the data. The reality is that the economy is divided into good and bad. Commercial real estate and companies with debt are doing badly and the cash-rich tech companies are doing better than ever. But, the AI bubble is inflating fast and will keep inflation high

How can that Cantor politician argue anti-trust and competition are against Americans' interest and "people aren't interested about that"?? Shameful.

Michael Collins was excellent

We’ve got a great economy and we are the envy of world, capital will keep flowing to the U.S. because there is no other alternative

Ferro = Steel

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EVs are on a price war frenzy and the current biggest market is India, companies like Tesla, BYD and many more have started to come inside. The price wars is the lead to watch for as all EV automotive industries are in India and India is not in a concern about the prices for EVs like in the European Union.

TSLA? I hardly know er. 40 P/E for a company that will be lucky to keep growing revenues is silly IMO

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The economy sucks !!!! QUIT IT !!!!

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