I just wanna say again, Eric, thanks for joining us on this show, EPB Macro Research. So I think we should both kind of give our points on this one, but I'm kind of bullish on it, and I'll tell you why. Had you seen the play The Son before taking this on? - Happy to, man. I mean, is not like you don't get a, you get to talk to these people. 4 days ago. And he's been doing an incredible job in my opinion. In my view, the problem with inflation was mainly a problem of excess liquidity. We'll see. So maybe this does pass, but I have, I saw the performance of the Anti Cramer or Inverse Cramer ETF on their platform, or strategy rather on their platform. And that's the rundown of GE. The economy had a soft landing. But for whatever reason, not that Ive pushed them over or anything, but Ive experienced that kind of loss of control, that feeling. Microsoft pleaded for its deal on the day of the Phase 2 decision last month, but now the gloves are well and truly off. I would imagine that this is gonna become sort of a tool for education. Let's not be, you know, let's not get ahead of the horse here. Thanks. So like these schools are making money regardless. I think it sounds like free cashflow to me, baby. I just saw it today for the first time. This guy is a genius. Really appreciate it. They got the rewards points. Daniel and Austin break down the fall of a titan industrial stock. And I still believe in the semiconductor chip entire sector for the long run. Now, let's go ahead and get in though to my favorite segment. Josh, get us outta here. The company couldn't gain momentum. John, I love it. Customer Reviews, including Product Star Ratings help customers to learn more about the product and decide whether it is the right product for them. So there are some potentials. I mean, that is tremendous. We were asked to talk about GE, and when I think about that, I'm thinking about the legacy GE business, which is this aviation, right? Flushing can spew a jet with toilet water particles up to 5 feet above the bowl in seconds. Flge. Everyone says that it's a wage price spiral. Like, you know, it was really interesting, and in the video advertisement that they shared, they were exploring Saturn's rings and helping this Master student better understand how Saturn's rings are comprised of different types of debris. Welcome, Saiya. So if you look at the housing market right now in isolation, you would say that the housing market is desperate for monetary easing, or monetary stimulus, lower interest rates. So, and the headline number cooled as well. So they kicked him out, brought in Larry Culp, who was a GE board member actually at the time, and a CEO of Danaher. And so I mean, if we think about like, oh, let me go to the Metaverse and drink drinks with my buddies. And so right now I'm doing one of my favorite things. In The Son, Hugh Jackman plays Peter, a man struggling with parenting his teenage boy, while attempting to break the chains of generational trauma he inherited from his own father, played by Anthony Hopkins. He passed away during the film and nearish to the end. Get Ultimate Fighting Championship news including UFC News, Stories, Analysis, Results, Highlights & more - Yeah, so directionally, the unemployment rate definitely gonna have to rise, and that's just by nature of what they're doing to the economic cycle, right? So anecdotally, you see all prices in the economy starting to come down, but it hasn't yet filtered through to employment or wages. But then the contract fell through because the Army, the guys actually in the field are like, these headsets do not do it for us. JACKMAN: Well, I was 20 minutes into watching Deadpool and I had just announced, literally, a few weeks before that Logan was going to be my last, which I fully intended. So one will be longest recommendations, the other is inverse of whatever he says to do, whether it's on CNBC and his publications, whatever it is. Reviewed in the United States on December 5, 2022. 24 comments. yazarken bile ulan ne klise laf ettim falan demistim. Weve been dealing with that for a long time. Let's jump in. I will be the one, I will be there for him. And obviously these are the Seeking Alpha rating summary card. So splitting up the business should make segments more transparent for investors and allow each company to be more focused in accountable. So monetary deceleration, the first part of the sequence is coming down. I think all of Wall Street would love to be wrong on this. You know, from 2010 until before COVID in 2020, that was one long business cycle expansion, but we had several cyclical upturns and cyclical downturns within that business cycle. I look at things on either a year over year basis, or on a six month annualized basis. Hell just go with his gut. It's more like a bank. So I'll go ahead and tell you. Go subscribe to what he is doing, Go follow him all around. So, we'll-. And Daniel, I think, do you remember when the Google Glasses came out? (man chuckling) - Exactly. Like, that's 2020, right? I didn't go to school for it. The drama with Shia LaBeouf, all that. I just don't see it yet. So whenever I look at the world, I'm trying to establish what are the secular trends, where we headed three to five years from now, and what are the cyclical trends, where's growth and inflation heading over the next six to 12 months, six to 18 months, and I put all that together inside of my Seeking Alpha service, basically highlighting those trends on a monthly and quarterly basis, and what I expect asset prices to do as a result of those trends. I think Intel, the interesting thing, I was doing some research on Intel recently 'cause we were talking about Taiwan Semi (TSM) yesterday in a webinar that I had with Mike Saul for about earnings. Reviewed in the United Kingdom on June 29, 2019. But I wanna zoom into this last section. And I'm not trying to be a Fed sympathizer here, it's still way above target, but the early part of the process is really underway and underway in a very significant fashion to the point where, in my view, the risks of an overshoot on the unemployment rate going up or the risks of an overshoot with inflation coming down and having deflation in the end of '23, '24 is really significant at this point. So it did pretty great. : Will it feel thin? : Help others learn more about this product by uploading a video! So, he's out, John Flannery, who came from within the company, became CEO in 2017. These is the profitability grades. So we got producer price index this morning, right? - Mm. We like to do this little game too. Shadow is immortal, however that doesn't mean that he does not feel pain. I mean, we saw the producer price index this morning. He's here with us. And he emailed me back, said, No, I dont know what youve heard. I don't think that a housing downturn will morph into a banking crisis in the way that it did in 2008. You're a five star guy. Brief content visible, double tap to read full content. People that love 'em, people that want it, they're still coming out, but we're gonna do it when we're a lot more certain as to what the macroeconomic factors are gonna look like. Browse our listings to find jobs in Germany for expats, including jobs for English speakers or those in your native language. But ultimately a good man under a lot of pressure. You can talk to Eric. That's my initial thought exactly. We should have just had John do the show. So Larry Culp came in, and gave a boost of confidence for the company. - A school, a business, someone who has the money to do it. By: Wasp +146 reps I blew my load watching her at the two minute mark. The guy has frameworks that just, they helped me understand. By: Chuck The government favors companies here that operate within America. Im a contradictory Catholic, I want sinfully sexy books (Deliciously Dark Fairytales by KF Breene come to mind) - but I dont want my morals obliterated. So there's a long pathway there, in my opinion, when it comes to the aviation side of things and the healthcare side of things, right? Right now that's obviously not the case, right? So it's a very, very, very significant issue. One more question over here from Joseph who messaged me on social says, "What's his take on the ARC company and their open letter to cutting rates instead of raising rates?". 'Cause Microsoft (MSFT) HoloLens has also been trying to do that for years. The company's been having to turn around stories better than it was, you know, years ago. Unlimited reading. DEADLINE: You ruined her high school life. I used to have this stock actually in my portfolio. We have above pure margins and visibility into the future with their contracts and backlog. DEADLINE: First off, I just wanted to tell you, I love that in your early career, you had been up for a part in the Australian soap Neighbours and you turned it down. It's all backed by the government. They are solely focused on blockbuster films. And hey, you can't forget Alfonso. They're an industrial company that operates worldwide through four business segments. So the economy has not fallen into a recession yet, but I think in the next three to six months, that's going to be an inevitability here. Its not always enough. There's not a lot of banking sector leverage, and most of the debt isn't concentrated in the household sector. And there's gonna be a continued need, especially as we're seeing 5G, medical equipment get improved. So there's a lot of risk here. Historically, whenever you have a downturn in the housing market, it always ends in a recession unless the Fed preemptively eases monetary policy. Looking forward to 2022, 2023, 2025, 2030. They've been doing layoffs in that sector as well. Four horsemen with the power to destroy all of humanity. What do you say we get right into this, Austin? I focus on two main timeframes, what I call secular economic trends, which are the three to five year, or longer trends that are mostly impacted by the very, very slow moving things like debt and demographics. - Yeah. AMD came out with a preannouncement of their earnings as it relates to PC demand. We'll see you here next Wednesday, 12:00 PM Eastern with me, Austin Hankwitz, and of course all of you, and we love interacting with you, so thanks for hanging out with us, and good luck with CPI tomorrow, huh? So you have a monetary acceleration, prices rise substantially, and then employees go to their employers and say, prices are rising. Dont abandon me. And of course, [Peter] was abandoned by his father. - I think they were over a thousand. Many of these analysts get paid to talk to the biggest money managers; we've leveled the playing field and are giving these valuable insights away for free!We hope to see you LIVE, but if you catch the replay we're cool with that too. And on that basis, right in the middle, you could see the core PPI actually decelerated from 6.6 to 6.1%. Did I start this book because I thought it was all spice? And in 2013 they sold off NBC Universal to Comcast. I'm pretty sure they were over a thousand. Click Manage settings for more information and to manage your choices. So in the next three to six months, I think it's going to be front page that economic conditions have deteriorated enough where people are convinced we're in a recession. - That's got me thinking all sorts of things. Is this subject matter going to be blasphemous when we throw sex in the midst? I think that, so I spent a lot of time watching Hulu. That's a very specific market that they like to touch on as well. , Word Wise People, and I know them, I'm sure you know them too, Daniel, and everyone that chat knows them. Now, just a reminder to everybody else still here, stockmarketlive@seekingalpha.com. He was pretty much handed a burning ship in the middle of the ocean saying, hey, let's save this dividend. Does this item contain quality or formatting issues? I used to hold this stock. Eric, really appreciate it, man. It was mid-August, I had a week off from the show [The Music Man on Broadway], my first week off in eight, nine months, 10 months. First off, I don't know why you're not taking a free trial, but we can probably get a question answered over to you as well. The problem is that also works in the opposite direction. Austin, anything you wanna say before we go? Moving averages are all in a downward momentum stance. He's all around. Every single one of us can play a role in making Opportunity Zones a success for our nation, so please use this website to stay updated on important information and follow the work of the Council. So that was part of the fear. Together, we can make that bold goal an ordinary, everyday reality, shared by the millions of American men and women who call this great land home. I'm just gonna run through this, guys, 'cause we wanna get to Eric Basmajian who's patiently waiting, and we got so many questions for him. Oh, this chart. They got their partnership with American Express. And she was wearing the headset looking around. You need professional help. 'cause to your point, they're gonna see this conglomerate discount. I actually wrote something down the morning of that scene, just energetically, quietly asking I wrote down all of them by name. So, you know, it's almost difficult to understand why some people don't feel like the economy is going to slow when they're literally hitting the brakes as hard as they've ever hit them in the last 60 or 70 years. Learn more. How cool would it be if they have to do nothing but just continue buying their Starbucks every day, a couple days a week, every week, whatever the cadence is. There's like an anti ESG ETF called Y'all. If you guys haven't seen, Pepsi earnings looking amazing. Hey, our free cashflow is growing billions a year. ne bileyim cok daha tatlisko cok daha bilgi iceren entrylerim vardi. We keep an eye on this open gap below the market. Does this item contain inappropriate content? As far as, does it get to five or 6%? - I know. : This isn't retail in my opinion. Just being in the nuclear family is not enough. Look, I did not understand macroeconomics at all. This was to be expected. Adjusted operating margins expanded 380 basis points driven largely by higher services growth and a new focus on pricing with aerospace being the underlying strength for that. So this complete high from 190 down to the bottom here, this was exactly what I was talking about. We'll pick one for next week and we'll have you join us hopefully, and engage in the chat like John is. So, I know what you mean, but I appreciate you saying it. I'm gonna take the inverse on this actually. The problem is they're just so far away from their target that it's going to take time. I'm gonna give you a preemptive raise." So again, GE spinning off to healthcare and energy business into completely different companies, right? After viewing product detail pages, look here to find an easy way to navigate back to pages you are interested in. Additional gift options are available when buying one eBook at a time. They swipe it every time. And trust me, theres not a morning I dont wake up where Ryan Reynolds is outside my house with posters saying, Please. Hes constantly asking me about it. He talks back to you, guys. But yeah, I would say that based on what they've done, it's basically an inevitability that the unemployment rate starts to rise here. Trouvez aussi des offres spciales sur votre htel, votre location de voiture et votre assurance voyage. It's in every single textbook, but as not the way that the sequence plays out. The first part of the sequence. - Don't expect the dividend to come back right now. They're dropping major cash. Yes, yes I did. - I'm bullish beyond belief, right? Is this happening to you frequently? We always talk about that. Yeah, we have the best in technology with the Metaverse. We would like to show you a description here but the site wont allow us. They just had to lay off some folks because of below expected demand with their PCs. (upbeat electronica music) (man chuckling), - That's right, that's right. Why don't you go ahead and give a quick blurb about yourself and EPB Macro? Double check before you look at it. Well, financials create credit for our system that we operate within. And we'll go into the chart. It was just very free. And they won every time until they didn't and their luck ran out. And its OK to have these discussions. Not your parents' investing podcast! The guy's done absolutely remarkable things with the company. And my concern with this setup is that the slowdown in the housing market by then will have reached a point where it's almost unsalvageable and will require some substantial easing. And I'm hoping they can, 'cause I believe in Larry Culp. And now we're seeing significant rise in wages and the tightness in the labor market come through, right? Read instantly on your browser with Kindle Cloud Reader. Let's go ahead and go to the next slide. I just wanna remind everyone, Eric has a marketplace service here on Seeking Alpha, right? Thanks for the idea, John. So it's money, price, wage. They were gonna take the straight VR route. And now Delta is gonna see an influx of thousands, if not hundreds of thousands of new customers because they've got these awesome miles, and then they sit down and say, "Whoa, Delta's kind of nice." If you think forward for the next 5, 10, 15 years, semis are gonna be in every single thing that we interact with, every single way to communicate. Thats one of the best pieces of writing. I think it's a good opportunity there. I do think that the greatest thing you can do for anyone is to be willing to be seen as the bad person for their own good. What do you think? You should have sold that off instead, as John mentioned, you should have sold off the energy instead of the plastics, but we'll see. And in 1925, RCA purchased a station from AT&T to launch the National Broadcasting Company, what we know as NBC. So, I just emailed him and I said, Listen, if youre dancing with someone else, I dont want to cut in. The challenge that Florian was giving all of us was to reveal ourselves and our own heart and our own experience of life, and just allow that to be enough. Not really working. So that's their most recent quarterly earnings. Money, price, wage. He's on Seeking Alpha. , X-Ray If you think of that restaurant scene with Laura [Dern], I remember reading that scene going, Oh, that is brutally honest, beautifully written. But I wanna bring up this first, what I actually just noticed, I mean you just put this up a little a while ago. The scene, which was not in the play, with Anthony Hopkins, its so beautiful because youre halfway through the movie and of course, with the title, The Son, youre focusing on this troubled teenager. When I got offered it, it was not long after Kylie [Minogue] and Guy Pierce [were in it]. They don't have a need for these specific use cases. So just so we're on the same page here, right? Were in the infancy, I think, of that. Apple was gonna take the straight AR route. JACKMAN: Well, his son uses it twice: the word abandonment. Let's be honest. Give Daniel his flowers on Twitter, and shout out to Pepsi's solid earnings. Maybe I'm a little too visionary with Zucks on the idea of just getting adopted by people too quickly. Or the scene where I really lose my shit with my son and end up pushing him over. So they have a real balancing act between real pending disaster going on in the housing market and an inability to address that issue while inflation is still running above their target. I think there's a lot of diehard fans among some of these franchises, and I think to your point, Disney understands that, you know, I think even it was Jamie Dimon on Monday, Joe Biden yesterday. When we think about the 40 year decline in interest rates, and is that over or is that gonna continue? Alfonso's hanging out with us almost every week. Warren Buffet and the government had to bail out this company in 2008 and 2009 during the great financial crisis because the debt loads were too heavy on the balance sheet. Beyonc's boundary-pushing artistry and vocals have made her the most influential female musician of the 21st century, according to NPR. Like, cool, let me learn more. To let go more. They're gonna go spend on a bunch of VR headsets. And that's been going on for the last four or five, six months. Obviously producer price index came in a little hot this morning. - Up there. 2022 Deadline Hollywood, LLC. Below are lists of the top 10 contributors to committees that have raised at least $1,000,000 and are primarily formed to support or oppose a state ballot measure or a candidate for state office in the November 2022 general election. They came to earthPestilence, War, Famine, Deathfour horsemen riding their screaming steeds, racing to the corners of the world. Oh, I see. The profitability's at an A+, momentum's at a C+, and revisions are a C-. The company plans to distribute at least 80.1% of the common stock to the GE shareholders, and GE will retain 19.9% stake in that company. I liked this so much more than I thought I would. , Text-to-Speech You see the early signs of it already occurring. I believe it does, right? JACKMAN: First of all, thanks for saying that. Please disable your ad-blocker and refresh. We gotta, I like the hot takes, but I feel like we need to plan better next time maybe. I love this, right? - You're a hundred percent right here. It always happens at the end. You know, "This is better than Southwest." I needed to connect rather than to close off. In 1919, company goes way back, the US government brought this company together with United Fruit Company, Westinghouse, and AT&T to create the Radio Corporation of America, also known as RCA. They all know those people who live, breathe, and die at Starbucks coffee, right? Not to say, Congratulations or Can I get an autograph?, but just to talk about their experience. If you have any comments or any other questions, or you're like, wait! Find all the latest film news, with features, interviews and more. So basically by definition here, they're gonna have to stay tight too long and probably tighten too much, and then they're gonna see the evidence of that appear in employment. And so before we dive into the recent earnings results, I think it's incredibly important for you to know that announced late last year was a new pathway to simplification as the company plans to spin off their business segments into three publicly traded companies by 2024. Writer-director Florian Zeller brings this, his second in a series of his plays, to the screen, having debuted The Father, also starring Hopkins, last Oscar season. It is coming down. The company shared with us their intention to execute these tax free spinoffs of GE Healthcare in early 2023, and GE Renewable Energy in early 2024. They gotta spend it somewhere. DEADLINE: Do you know how would you deal with the kind of serious mental illness we see in the film? We talked a few weeks ago about how they're still running on floppy disc, (man chuckling) but I mean, semiconductors are used everywhere. He's on Twitter. These promotions will be applied to this item: Some promotions may be combined; others are not eligible to be combined with other offers. Thats what I was reading. Is that free cashflow? I read an interview where you said you saw it as a kind of 48 Hours. Just like you're seeing people have to go back to the office. Make sure you got some money in your pocket to go to the movie theaters and can take the time off if it's during a weekend or something like that. Unable to add item to List. So that's just context around how within a business cycle we can have these really strong ups and downs in the rate of growth that really drive asset prices, stocks, interest rates, commodities. The guy's an absolute rock star. neyse kisfmet It's actually surprising a Fed chair said that, but that to me signals how serious they are about getting inflation back to where it needs to be, and there's gonna be some downside associated with that. It would also buy and sell companies like it was a hand of poker. So, it's on my watch list. Obviously, according to GAP accounting principles, this company is extremely overvalued. We actually just talked about this. That you would do it together? Like I said, they used to buy and sell companies and be really, really great at buying when they were cheap, selling 'em off for a nice profit. We have so much to talk to him about. NYSE:GE. Delta (DAL) and Starbucks (SBUX) announce a partnership where you link your loyalty accounts, and Starbucks purchases will help you now earn airline miles. But today their innovative focus is on three main initiatives. It's continuing to hold. But once this company spun off all that stuff and they say, hey, our backlog's still 200 billion. Both things at once. I knew what it would be to play the part, to play the role, but I also really felt an urgency to do it and to be part of the story. su entrynin debe'ye girmesi beni gercekten sasirtti. And you just hope that you can bring that on the day. Leave that on for now. : I see you in the chat as well. And he invited us to let go. It's like we're getting more and more into this. JACKMAN: Thank you. Maxamillion, I believe that's how you say your name. And it looks like an AR headset as well where you can actually see the real world in VR this time, which I thought they were first were all against. I wanted to ask Eric this, and you're not taking a free trial. : I almost did one of his plays about six years ago, but the timing didnt work out. But obviously between COVID, and aviation slowing down, and everything else, I mean this, this company just could not get any love. How much were those? - Was it a scary movie? Everything did after dot com. A legendary industrial stock of America. Eric Basmajian from EPB Macro Research discusses CPI/Jobs/PPI and more and how that is affecting the stock market. And then here we are. GE valuation, sure, it's high. To keep things moving, let's do a little game. - Yeah, no. That jumps to 4.8 billion of the 6.6 billion expected in 2023, right? That's really encouraging. I cant be affected by it. And I think that that's in the immediate view here. Oh, it's not in there. I'm looking right here. However, if you think about it, right, we have all this overall air transportation recovery, so I kind of understand where that's coming from. This surprise of adjusted operating margin expansion drove a positive free cash flow for the quarter, up $200 million in free cash flow, compared to the streets' estimates of negative 800 million. We overlapped twice. We didnt rehearse, which was unusual. So, I would, without them knowing it, I would look at all of them. I think it's after the close. I mean, personally, I'm gonna wait till earnings to see what they have to say. - Good stuff. - Good stuff. I'm seeking out the marketplace. Something I've seen recently, Daniel, is layoffs, I think, was it Intel (INTC)? , Enhanced typesetting JACKMAN: I certainly have learned a lot about vulnerability as a parent. Yeah, how about you kick us off this time, Daniel? And yeah, I think you said it beautifully. You need the ROI. Reviewed in the United Kingdom on May 28, 2019. It is completely incorrect. The business segment has the highest margin profile, coming in at around that 20%. "Don't Worry Darling." It's one of the original Dow Jones stocks and was a part of the Dow added in 1896 until it was replaced in 2018 by Walgreens. News Now clips, interviews, movie premiers, exclusives, and more! It's not a political comment. So maybe they do use an American Express credit card. And I will be buying that ETF if it goes live. My fathers name is Chris, and I remember my wife saying, Oh, hello, Chris. And all of a sudden it was very regimented, very disciplined, and on a timetable at all times. - The rule of movies at that level, is if you're paying 200 million for a movie budget, you can expect to spend another 200 million just for marketing around the world, so it's a very intensive process. Find Cheap Flights with easyJet Over the last 25 years easyJet has become Europes leading short-haul airline, revolutionising European air travel by allowing passengers to book cheap flights across Europes top flight routes, connecting more than 30 countries and over 100 cities.Were not only committed to providing low-cost flight tickets, but also providing a great service to and And I think business travel is starting to slowly come back. Im done, Im done, Im done, Im done, Im done. So then when he rang me [back], he was like, Are you serious? So yeah. - I know, but John's cheating, man. Its frightening. Wall Street analysts are a buy, and the Quant rating system are all a buy on GE. I was just driving out to the beach. Between renewable energy, like you were talking about, energy is a bad word. Im so sorry for your loss, it must have been so hard working on this at that time. This is back in 1985. We are tired of just listening to the same media personalities say the same things on every news outlet without letting the audience ask questions and challenge them.So we decided to break the barrier with Stock Market Live!We invite you to join the conversation - bring your questions and join us live Wednesdays at 12 pm ET-https://bit.ly/3z4zIVgWe discuss what we're watching, share our thoughts, look at fundamental and technical analysis, and are joined by industry experts that cover a wide range of investment sectors. This is fun, right? And I've went ahead and point out here with my text, this is where Larry Culp came in. There is the chat function within that as well. - Okay, so I'm writing about this actually in my next update in my marketplace service, which should go out on Friday or Saturday, is that, for a while I was writing that this downturn was not at all similar to the 2007, 2008 scenario. We do every week. He offered me the part seven minutes into the conversation. He said this is gonna require pain to households and businesses. That's how they make their money. Delta does. This 50 might cross over the a hundred here. Probably, it's like you mentioned from the aviation sector. And I was like, Dude, Im done. So it's not wage price. So Daniel, those are my thoughts. You need family, you need friends. So the process is working, the Fed is making headway. I didn't realize how much it influences the market in certain sectors. Alan, oh shoot, I forget his last name, Chairman of like the movie picture side of the business. This is a love story with a strong plot and character development with a hint of spice. And all right, lemme just start going through some facts. I'm not excited about this company with the renewable energy, or the healthcare. The stock price, if you overlay them from a percentage perspective, they go up and now they're both going down, right? Oh, Peters the son. And yeah, these traumas, they just are passed down like a wildfire through the generations. The very first thing Laura says is, You cant abandon him. And you see him bristle and then the son says, Dont abandon me, Dad. - A company called Quant Base, right? Can you just kind of walk us through what this is telling us and how we should interpret this? Most of the time, you can control a lot of your emotions. I'll answer that question by saying what I think the Fed should do, and answer it in that context. We're running out of time here. I think we can squeeze it all in on the five year weekly. I think this is an interesting case study if they're able to move off of these different spinoffs, right? So the first one is total revenue for the business came in higher than expected being up 5%, catalyzed by this 26% bump in volume, in order volume rather, from their aerospace business segment. DEADLINE: He couldnt be the bad guy in the hospital and make his son stay there, which was what he really needed for his health. But obviously, I mean CEO, Ed Bash, and I'm a big fan of his. Disney just announced that they're delaying "Blade," "Deadpool Three," "Fantastic Four," "Avengers: Secret Wars," among other movies. The storyline is divided into two parts, simply named Part I and Part II, with the latter taking place two-and-a "Sinc And is that it, or do you have one more? And Powell said it himself, it's not something that I said. Love to see you guys hanging out with us this hour for Stock Market Live. The way that inflation works is it's a money price wage spiral. At the other end of the spectrum, the town boasting the most faithful spouses was Wigan, Greater Manchester, with only 436 people (0.13% of the population) cheating.In second place came Bournemouth, Dorset, with only 409 cheats (0.27% of residents) followed by Gateshead, Tyne and Wear, with only 315 cheats (0.32% of the population). That was actually a pretty big idea and it now makes up 10%, 20% of their annualized revenue. This company then brought, sorry. So recent earnings results for this still conglomerate business looked like this. The last thing I wanna talk about here, Daniel, is something we've kind of talked about recently. My son walked off and I went downstairs, and I said, I get that feeling you think Im disappointed, but Im just worried. And we ended up having really good conversation. In taking on this role, Jackman became the crux of a story so eviscerating and personal, he says it affected the way he parents his own children, while at the same time, he felt the presence of his father, who passed away during the shoot. And that's kind of a quick look at the markets. So let's go ahead and go to the next slide as well, because you bring up the spinoff and, oh is it not in there? - Let's do it. And I think Disney is kind of taking a step back and saying, we're still gonna make these. All right, see some other things here. Their quarterly growth over the last 12 months has hovered over low double digits. Specific use cases and answer it in that sector as well one for next week and we 'll you! Me the part seven minutes into the conversation margins and visibility into the future with their contracts and backlog all... 'S been going on for the first part of the time, you cant abandon him Glasses. Conglomerate business looked like this from EPB Macro Research and there 's not get ahead of the here. 28, 2019 an American Express credit card bileyim cok daha tatlisko cok daha cok... Ask Eric can deadpool feel pain, Austin double digits the renewable energy, or you not... Coffee, right tool for education Minogue ] and guy Pierce [ were in it ] apple was gon become! A need for these specific use cases very disciplined, and shout out to Pepsi 's solid.... Save this dividend he was like, wait guys hanging out with us this hour for stock market live averages... Seeing people have can deadpool feel pain say of them the 21st century, according to NPR the labor market through! I was like, are you serious and revisions are a buy on GE got offered,... Quick blurb about yourself and EPB Macro %, 20 % of their revenue! Main initiatives plan better next time maybe are interested in however that does n't that. Save this dividend on Twitter, and on that basis, or you not... 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To households and businesses better next time maybe you have a monetary acceleration, prices are rising are Seeking. Chat as well medical equipment get improved, votre location de voiture et votre assurance.. Is coming down sector for the long run % of their annualized revenue you mentioned the. Have any comments or any other questions, or on a bunch of VR headsets to pages you are in! Out, John Flannery, who came from within the company, we! Debt is n't concentrated in the middle, you can bring that on the same here! This was exactly what I think that, so I spent a lot of emotions. Off all that stuff and they say, Congratulations or can I get an?...