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and the shortages therefore will continue until morale improves because ford ceo farley says will be sure of key electronic components till the end of next year. so this is another. 6 over 12 month period where we're going to have more shortages, ford has shut down production of automobiles because of shortages of electronic components. so the shortages are going to continue. they're going to meet that with more money printing, which is only going to cause more shortages because people will think they're wealthy and they think they have money. but the actual goods and services and the production of those goods and services are what actually create the well, the policy makers think that the economy is this formula. one car that went into a pit stop for a cove it and that has got to come out of that pit. stop racing ahead back in the race. but in fact in 2008. and then accentuated and coded the car, hit a brick wall. it crashed, so there's thought you can't just come out of it and start the race. you have to rebuild the car from scratch. so, because of all the mal restaurant, because o
and the shortages therefore will continue until morale improves because ford ceo farley says will be sure of key electronic components till the end of next year. so this is another. 6 over 12 month period where we're going to have more shortages, ford has shut down production of automobiles because of shortages of electronic components. so the shortages are going to continue. they're going to meet that with more money printing, which is only going to cause more shortages because people will...
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Oct 20, 2021
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yesterday. >> upgraded to $15 to $20, valuing argo, which is autonomous, at $5, and rivian, and jim farley they've had some meetings about taking on tesla. they're not just sitting there they are very belichick-like, kind of a smiling andy reid and bell click they feel like the ravens meets kansas city. bitcoin is at a record high. >> yeah, wow, look at that 65, wow. remember we were making ought those $64,000 questions -- >> i sold a chunk of my et ethereum it feels like monopoly money. >> there was a lot of enthusiasm around crypto that i picked up at milken, taking it seriously not necessarily bitcoin, but cr crypto >> dollars versus bitcoin. >> i don't know what that means. >> when you're a younger person, do you think the dollar will be worth more >> no, i don't think so. >> how many mortgages did united wholesale mortgage write with crypto >> six but it's early days. >> billions and billions of mortgages, but only six that -- >> doge, you saw that at milken. >> i know there's people at this table that think that stoke is hopef -- stock is overvalued. >> i was listening i have this th
yesterday. >> upgraded to $15 to $20, valuing argo, which is autonomous, at $5, and rivian, and jim farley they've had some meetings about taking on tesla. they're not just sitting there they are very belichick-like, kind of a smiling andy reid and bell click they feel like the ravens meets kansas city. bitcoin is at a record high. >> yeah, wow, look at that 65, wow. remember we were making ought those $64,000 questions -- >> i sold a chunk of my et ethereum it feels like...
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Oct 8, 2021
10/21
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i have a commitment from jim farley from last night, he'll give it to you, but i need you to say you will push no matter what >> yeah, so listen, i hope members of the house are listening to this right now. the first step is congress needs to pass the bill to get the $52 over to my office so we can get to work. once we have that, i am confident. i've talked to tim cook at a apple, large consumers, everyone knows we need to make chips in america. i think american companies are willing to step you to guaranties tee demand, then we need to stimulate domestic production yes, we can get it done, but we have to get to work. the money needs to get over here and we have to get to work now. >> do people understand if the chinese continue the fly-overs with taiwan semi, which is way too important, our companies are going to suffer? i know you know this this is a matter of national security, but also national pride. if we take back leadership under you, secretary raimondo, this would be an extraordinary time for america. >> not if, when. it's going to happen it will secure our national security
i have a commitment from jim farley from last night, he'll give it to you, but i need you to say you will push no matter what >> yeah, so listen, i hope members of the house are listening to this right now. the first step is congress needs to pass the bill to get the $52 over to my office so we can get to work. once we have that, i am confident. i've talked to tim cook at a apple, large consumers, everyone knows we need to make chips in america. i think american companies are willing to...
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Oct 6, 2021
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i mean, that's crazy this is a message to farley. i don't care, beg, borrow and steal, get the semis you've got to get more mexico, tight at a drum because of the semiconductors. david, we know that these issues keep popping up, yet are we going to be talking about this next year because nothing is being done >> i don't know. from what you have told us, no, we're not most likely going to be talking about this, because things are being done. i would point out, in support of your view, at least overall, when it comes to stocks, and ford has been the best performer this year of some 60-plus% followed by gm, which is up today, and tesla has been the laggard. we know over other periods of time, that's not been the case jim, is ford still sort of the name that is your go-to? >> yes, absolutely the street doesn't recognize this, ford was determined before farley got there, to make cars and trucks everywhere. that's always been the mantra. henry ford, henry ford ii, and forte is done with that. ford will bill and make where they can make mon
i mean, that's crazy this is a message to farley. i don't care, beg, borrow and steal, get the semis you've got to get more mexico, tight at a drum because of the semiconductors. david, we know that these issues keep popping up, yet are we going to be talking about this next year because nothing is being done >> i don't know. from what you have told us, no, we're not most likely going to be talking about this, because things are being done. i would point out, in support of your view, at...
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Oct 5, 2021
10/21
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a lot of that is because ceo jim farley is doing a great job of re-inventing we think ford is such an important position for the club that we write about it regularly. you need to know more than just what i said on the show. second reason for the bounce, we know inflation is running hot. it's probably not about to stop any time soon. we just got results from pepsico. it shows a 9% increase in organic sales growth that's extraordinary the packaged food stocks have become hot mccormick had to cut its earnings forecast because of the rising costs so it's huge that pepsico could mount a bit of a rally up more than $1 most of the day. even after management talked about inflation and they made it very clear to you that inflation is a big issue that tells me wall street is really itching to get into this group while costs are not. maybe they like the near 3% yield. pepsico is not the most represented food and beverage company. it's a best read it's still encouraging stock didn't slum even as they reported it at 6:01 they were already hammering it the selling was wrong. maybe earnings season
a lot of that is because ceo jim farley is doing a great job of re-inventing we think ford is such an important position for the club that we write about it regularly. you need to know more than just what i said on the show. second reason for the bounce, we know inflation is running hot. it's probably not about to stop any time soon. we just got results from pepsico. it shows a 9% increase in organic sales growth that's extraordinary the packaged food stocks have become hot mccormick had to cut...
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. >> of course that's my favorite "snl" sketch with patrick swayze and chris farley. >> patrick swayze, would have hired him in a heartbeat to be a chippendale no problem. >> farley, maybe a host. >> despite all his success, banerjee still had grander dreams of global domination. >> in 1991, i was getting stalked by an american guy who had come from los angeles who kept wanting to have meetings with me, and they had a troupe of dancers called the chippendales, which he wanted to bring to europe. >> steve banerjee is introduced to a heavy duty music agent, a guy named carl leighton-pope. >> carl had bryan adams, van morrison and deep purple and the guys from squeeze. >> steve banerjee took me to his club. >> chippendles. >> and i wasn't about to do some kind of pseudo sex show. >> ladies, what do you what him to do? >> it was just the most extraordinary thing to see, but it wasn't for me. >> wipe your chin off. shame on you. look at that. what a mess. >> but then a friend has an idea for him, which is that in europe, they should make the show not a nightclub act, but this could be a sta
. >> of course that's my favorite "snl" sketch with patrick swayze and chris farley. >> patrick swayze, would have hired him in a heartbeat to be a chippendale no problem. >> farley, maybe a host. >> despite all his success, banerjee still had grander dreams of global domination. >> in 1991, i was getting stalked by an american guy who had come from los angeles who kept wanting to have meetings with me, and they had a troupe of dancers called the...