Investor's Edge with Gary Kaltbaum - First is last [08.19.2025]

Episode Date: August 19, 2025

https://garykaltbaum.com/...

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Starting point is 00:00:00 Hey, it's Ryan Sechrest for Albertsons and Safeway. It's stock up savings time now through March 31st. Spring in for store-wide deals and earn four times of points. Look for in-store tags to earn on eligible items from Celsius, Body Armor, ORAIDA, Silk, Capri-Sun, Bavarian Meets, and Charmin. Then clip the offer in the app for automatic event-long savings. Stack up those rewards to save even more. Enjoy savings on top of savings when you shop in-store or online for easy drive-up
Starting point is 00:00:26 and go pick up or delivery. Restrictions apply. See website for full terms and conditions. Investor's Edge with Gary Cultbaum. Straight talk about you and your money. Now from the BizTalk Studios, here is Gary Cultbaum. And welcome once again to Investors Edge. I'm Gary Coltbaum, your host day.
Starting point is 00:00:46 Thanks for being with us today. Glad you here, ladies and gentlemen, happy that you are listening. It is Tuesday, August 19th, 2020, and glad you're here. In case you don't know, this is serious talk on everything that affects you. to do the markets, the economy, your job, your industry. How about tariffs? How about negotiations between Russian, Ukraine, or... I don't even want to mention the name anymore.
Starting point is 00:01:15 What's going on with Israel and the scumbags, debt and deficits, and scams and shams. And I've been studying up for my fantasy league. I traded to go from number six to number three, and I stay at number three. The guy who was a three wanted six. Don't ask me why. To me, it makes no sense. But that ensures who I get in the first round. I'm going to take Gibbs of Detroit in the first round.
Starting point is 00:01:48 I do believe Jemar Chase and Bijan Robinson go one, two. That's your sports for the day. Ladies and gentlemen, every now and then we simply. simplify markets for you. Oh, by the way, if you don't get this radio show in your city, we'll post it at garyk.com. Also on our Twitter feed, our X feed. And if you don't follow us, then X you should. And if you'd like to email us, just be nice. It'll also be on Biz TV, YouTube and podcast apps and all that. Ladies and gentlemen, very important. Listen carefully. Do you know how we do the simplification? here. What if 100 stocks were in an up trend, and you're assuming I know what an up trend is, well, the market's in an up trend. And let's assume each stock is worth the same amount. But what happens if 50 of them top out and start heading down? Well, there's a fight that is on, and the indices stay flat. But what if the 50 that top out and head down,
Starting point is 00:03:02 have three times the waiting of the stuff that's going up? Well, that could be trouble. Or what if the stuff that has the waiting are just in certain areas that have got over-owned, over-love, over-stretched, over-extended, over-priced, and all that crap, while other areas were left kind of for dead? So I want to let you know when you watch the news tonight You know the news The biased
Starting point is 00:03:40 Don't care about you news They're going to tell you that the Dow finished up 10 points They'll tell you The S&P was Down 37 Huh That's the equivalent of about 275 points to the downside in the Dow and then maybe they emphasize or not that the NASDAQ dropped 314 points
Starting point is 00:04:12 and the NASDAQ 100 dropped 329 points the NASDAQ that would be the equivalent of about 650 Dow points we're letting you know today was a bit of out with the old in with the new. And throughout the day the Dow had the better bid, even the Dow was getting in trouble, but what happened today, and I think most importantly,
Starting point is 00:04:48 is that the NASDAQ types slipped, slided away. And what we're going to do for you today, we're going to be a little descriptive on a bunch of these very important names because we know how things get beloved where people think nothing can go wrong because they're conditioned that nothing can go wrong
Starting point is 00:05:17 but we know better and we've taught you that throughout the years to stay on top of things because you never know what's next and we've also conditioned you to know to stay on your toes that in bear markets the average great stock will drop. 70% from their highs. They don't tell you that. So just letting you know it was one of those days.
Starting point is 00:05:46 And there was some, let's call it damage done, to a bunch of important names. While the Dow was up 10 points today. Oh, and by the way, the Dow, which was up 10 points today, if I can get it right, actually rallied about 50 points in the last minute. Am I saying that right?
Starting point is 00:06:14 Let me see if I got that right. And the last couple of minutes. To get to be up 10. Yeah, about five minutes. How's that? So, where do we want to start? Well, I know which are the most popular names. We know that.
Starting point is 00:06:35 So let's just do a few of them and let you know on a technical basis damage done. Some near-term support and near-term moving averages were taken out. We are not predicting anything else from here, just the report to you what they did today. Volume was heavy on a lot of them. That means institutions were moving money around away from one, and into the other, they found spots. Let's start with Palantir. We have emphasized there are certain things we don't understand in markets.
Starting point is 00:07:19 Every now and then, we think our anomalies show up, and we never know how it's going to play out. Kind of like Palantir, which today, at the close, finished at a $372 billion market cap with only a little over 3 billion in sales. Now let's say they double their sales in the next year, which be great, 100%. It would still leave it with 60 times sales when a company like this should be trading at 20 or 25, and that's on the high end, and I'm not kidding. But markets have their way of doing whatever they want to do in the near term, in the intermediate term, and sometimes longer. Anyway, Palantir today on double average volume was down 16 and change today, 9% in change today, taking out the gap, little gap that it did on its last earnings report, and slicing
Starting point is 00:08:17 through the 21-day moving average, which we talk about often, has not broken through the 50-day yet. That'll be a few points below. But leave no doubt quite the distribution in Palantirteer. today. And I bring that up because, boy, I get asked about it a lot. Meta down another 16 today. After getting sliced yesterday, Microsoft, down seven today. It was only 1.4%. But that's cut through that 21-day moving average and looks headed to the 50-day. Nvidia can never go down again. Was down 3.5% today. Slice through that 21-day moving average. I'm going to explain that in second again. Oracle really sliced through a couple
Starting point is 00:09:04 of days ago and all the way down to the 50 day. Now volume heavier today. Down $14.60 today, almost 6%. Broadcom, another AI name, down 3.6%. Slices through the 21 day.
Starting point is 00:09:20 By the way, we're just talking about today. Tomorrow's another day. Netflix has already been under little pressure. Did try to get back above the 50 day, dropped 31 bucks today, was down 50 at one time today, and finished below the 50 day moving average.
Starting point is 00:09:39 Want me to do more? Tesla down 6, no big deal, it's never really got going much. Amazon 3 and change today. Google down 2, a lower beta name. Spotify down 9 after being up a bunch earlier today.
Starting point is 00:09:59 And I can walk through lesser names, but you know what they did. Celestica down 10, Jable Circuit, down 9. Just for instance, it was a little rough day. And of course, as we said, the NASDAQ down 314, NASDAQ 100, 328. Oh, and by the way, the NASDAQ at the close today did not break the 21-day moving average, but right back on it, and the NASDAQ 100 is right on it. And just so you know, all these moving averages we talk about, don't think of them as too complex.
Starting point is 00:10:39 When we're looking at pictures of stocks and we're looking at the roadmaps, what these moving averages do is they smooth out price movements. And the 21-day moving average, you just take the last 21 days, add up the numbers, add up the closes, divide by the same number 21, and you get a smoothed out line. And that's the strong moving average. And there are others. I don't even talk about the 10. Some people use the 10. I think they're nuts. Up next.
Starting point is 00:11:06 What do they mean? Where do we stand? Where was the money flow? And I'm Gary. This is the one only Investor's Edge. Hi, I'm Gary Kalbaum, hosted a nationally syndicated radio show Investors Edge. We're not just handsome radio people. We manage investors' money for a living,
Starting point is 00:11:42 specializing in fee-based discretionary money management. No big commissions, just a fee on the assets that's managed. We also provide a full range of personalized services, including retirement planning, fixed income, and educational needs, all to assist you in achieving your financial goals. Understanding not all individuals have the same needs, we'll carefully evaluate your personal goals to determine a proper investment strategy. If your current approach to investing is not getting you to where you would like to be, call us to make an appointment for a complementary portfolio review. The number to call is 888-4-22-559. That's 888-4-22-55-9. That's 888-4-2-4-2-5-5-9.
Starting point is 00:12:28 Investment Advisory Services offered through call-bomb capital management. Hello, hello. I'm Malcolm Gladwell, host of Smart Talks with IBM. I recently spoke with IBM's new director of research, Jake Gambata. We discussed his vision for the future of quantum. computing? At IBM research, what we always do is answer what is the future of computing, whether it's coming up with new algorithms, coming up with better AI, coming up with quantum, or coming up with just how do different accelerators go together. It's our DNA to answer the
Starting point is 00:13:04 question of what is the future. Isn't it a perfect problem for IBM because you kind of need to have a legacy of building stuff? Yes. Building actual physical machines. Yeah, it's why I came to IBM. I wanted the experience the culture of building hard things that others have not done before. Where do you imagine we are in the timeline of this technology? There will come a point when it will mature. Right? Yeah. My cell phone is a mature technology at this point. How far are we from that point with Kondo? By 2029, we'll build the first fault-tolerant computer. That is one that can run a very very large, large problem. To learn how IBM is building the future of computing,
Starting point is 00:13:52 visit IBM.com slash quantum. Success starts with your drive, and American Public University is here to fuel it. With affordable tuition and over 200 flexible online programs, APU helps you gain the skills and confidence to move forward. Whether you're changing careers, starting fresh, or pursuing a lifelong passion, our programs are designed for people who never stop.
Starting point is 00:14:21 You bring the fire, APU will fuel the journey. Learn more at APU. APUS.edu. Hey, it's Ryan Sechrest for Albertsons and Safeway. It's stock up savings time now through March 31st. Spring in for store-wide deals and earn four times of points. Look for in-store tags to earn on eligible items from Celsius, body armor, or aida, silk, capricon, Bavarian Meats, and Charmin. Then clip the offer in the app for automatic event-long savings.
Starting point is 00:14:49 Stack up those rewards to save even more. Enjoy savings on top of savings when you shop in store or online for easy drive up and go pick up or delivery. Restrictions apply. See website for full terms and conditions. It's time to switch on the integrator units and get the brain cells working. You're listening to. Hey, this promises to be fun. Investors Edge.
Starting point is 00:15:13 The last bastion of quality programming. With Gary Coltbaum. It doesn't get better than this. So, due to the fact, the lower the number, the more of a trading vehicle. The 50-day moving average for us is the end-all-be-all. That's the one that if it breaks, you have lost the uptrend and has no effect on us. The 21 day is because right now you've had some strength there where things are that strong or so.
Starting point is 00:15:51 They are higher above. I also want to make mention of the Bitcoin, because that's all the way back down to the 50-day moving average, a rough last few days. I also want to mention, and we warned you, and you may thank us, we warned you, something up with the micro strategy, which has just become nothing more than a leverage Bitcoin hedge fund. There's something up in that for weeks, the last few weeks, it has not kept up with the Bitcoin, and every day it worsens. In other words, it gets stretched away from what a Bitcoin's do.
Starting point is 00:16:26 In other words, Bitcoin is up, it's flat. Bitcoin is flat, it's down. Bitcoin is down. It's really down. The micro strategy is broken down big time below the 200-day moving average. That's the first time. Well, it went below for one day in April. We'll see what happens.
Starting point is 00:16:45 It's cleanly below today. We'll see what tomorrow brings. So just letting you know, as we have said to you on micro strategy, you want to be careful at our words. There are many, and this I can say without. being sued. There are plenty of people out there that think it's just nothing but a scheme where an entity is borrowing money and selling stock to buy more Bitcoin.
Starting point is 00:17:11 But as we have leveraged, as we have told you, the last bare market in Bitcoin was 75%. And I'm thinking to myself, well, crap, if Bitcoin drops 75%, what's going to happen to this leverage? Hell's going to break loose. So just let you know And also that Coinbase also Was getting tripped up big time
Starting point is 00:17:31 That's been touted like crazy Big time also I don't need to mention any other names Let's just say in those areas It was a rough day today Some things better than others But a lot of things You know took it on the chin
Starting point is 00:17:47 What else took it on the chin AI stuff You know the areas we've been telling you about AI is the data centers they tell you about, oh, the data centers. AI is the energy for the data centers, AI is the construction for the data centers. Now, we've been asked, was there any cause to this?
Starting point is 00:18:06 And the only thing I saw that may or may not be cause, may or may not, meta announced that they're going to downsize their AI division with a bunch of executives expected to leave. Now, in case you don't know, meta is the company. that said they're going to build a data center as big as Manhattan because AI is the end-all-be-all.
Starting point is 00:18:36 But now they're reshaping their strategy. They say there's internal turmoil. We'll see. I don't know if that's the reason. Don't care. So we'll see what tomorrow brings. And all we can tell you is, We're away from these areas.
Starting point is 00:19:04 Now, where did the money flow today? How is the Dow up 10? Well, it's simple. Home Depot reported flat earnings. In other words, there was no growth in earnings year over year. The last quarter was a minus three, the quarter before was plus nine, the quarter before was minus two. That's not that great.
Starting point is 00:19:22 But it was up 12 today, and that's about 75 Dow points. And what else was up today was Sherwin Williams up nine. Between the two, we're talking 21 times, about 135 Dow points, but the Dow was only up 10. Well, that means other areas of the Dow got hit, and as we said, it was a rough day. The S&P was down pretty decent versus the Dow. It tells you that it was very selective. And as I look at my screens, you know, it was good today. The housing, housing-related Home Depot, Sherwin-Williams, had a good day.
Starting point is 00:20:01 interest rates came down a little bit today. The transports have been better after getting trashed, and I'm agnostic on the whole thing. But insurance, which has been very weak, is bounced a little bit today. That's fine. The food and beverage bounce today, that's fine. And economically sensitive names, not all. Bounce today, that was fine. And that helped.
Starting point is 00:20:23 Medical's better. Remember we said that the XLV broke above the 50-day moving average. Maybe it's turning. That had a decent day. So I'm just letting you know money came out of the what we call beta, high beta, the movers, the shakers, the big names, and into what we call the value, growth to value. Will that last, I don't know? I can tell you today also, the Dow today hit a high of 45-207.
Starting point is 00:20:54 The Dow is up 290 points and finished only up 10. The only good news on that is at one time today, the Dow was down 90, maybe even a little bit more. But leave no doubt they distributed a little bit on the Dow also. So just letting you know money is moving around and the high beta growth, artificial intelligence type stuff took it on the chin. I would suggest my guess there's some more work to do. There's some more work to do. And it's a consequence of over-owned, over-leveraged, over-priced, over-priced, over-this, over that. And it has to work itself off, which is a normal course of business,
Starting point is 00:21:46 but will be painful if you bought it the wrong times and did not trade out quickly. Because they got them today. And as I mentioned, Bitcoin also. And that's kind of NASDAQ-ish. It's been moving with the NASDAQ and stuff like that. So rough day-to-day, Vance declines on the NASDAQ more than 2-1 negative, almost more New Yearly lows and new yearly highs on the NASDAQ.
Starting point is 00:22:17 Better play was the Dow types and those areas mentioned. They did get some selling in the big banks like Goldman, but nothing outrageous. If they start to get those, I'll let you know because that's movie importante. And, uh, ick, yuck, blah. So let me segue a little bit because, uh, you know, blah, blah, blah, blah. Jay Powell's going to be speaking to Jackson Hole this week and supposedly whatever he's going to say is important. Let me explain to again what they're not telling you.
Starting point is 00:22:57 And they're all wrong, and we are right about it. Because of President Trump, they've made Jay Powell famous again. President Trump made a calculated mistake by bringing him up a hundred times, calling him a moron and a dufus in every other word under the sun, calling him for lower rates that he's killing things when he's not. Now, Trump is right about the dufous, getting the whole thing wrong with the inflation and the printing of money and the transitory and all that crap.
Starting point is 00:23:33 But I have to tell you, we even said to you in the recent months was so happy. Jay Powell didn't mean anything. Unfortunately, now he does. So let's get into that a little bit. And much more. This is the one only investors end. Hello, I'm Malcolm Gladwell, host of Smart Talks with IBM.
Starting point is 00:24:10 I recently spoke with IBM's new director of research, Jake Mbata. We discussed his vision for the future of quantum computing. At IBM research, what we always do is answer what is the future of computing, whether it's coming up with new algorithms, coming up with better AI, coming up with quantum, or coming up with just how do different accelerators go together. It's our DNA to answer the question of what is the future. Isn't it a perfect problem for IBM because you kind of need to have a legacy of building stuff? Yes.
Starting point is 00:24:42 Building actual physical machines. Yeah, it's why I came to IBM. I wanted the experience, the culture of building hard things that others have not done before. Where do you imagine we are in the timeline of this technology? There will come a point when it will mature. Right? Yeah. My cell phone is a mature technology at this point.
Starting point is 00:25:08 How far are we from that point with Kondo? By 2029, we'll build the first fault-tolerant quantum computer. That is one that can run a very, very large, large problem. To learn how IBM is building the future of computing, visit IBM.com slash quantum. Success starts with your drive, and American Public University is here to fuel it. With affordable tuition and over 200 flexible online programs, APU helps you gain the skills and confidence to move forward. Whether you're changing careers, starting fresh, or pursuing a lifelong passion, our programs are designed for people who never stop. You bring the fire,
Starting point is 00:25:52 APU will fuel the journey. Learn more at APU. APUS.edu. Hey, it's Ryan Sechrest for Albertsons and Safeway. It's stockup savings time now through March 31st. Spring in for store-wide deals and earn four times of points. Look for in-store tags to earn on eligible items from Celsius, Body Armor, ORAIDA, Silk, Capri-Sun, Bavarian Meats, and Charmin. Then clip the offer in the app for automatic event-long savings.
Starting point is 00:26:20 Stack up those rewards to save even more. savings on top of savings when you shop in-store or online for easy drive-up and go pick up or delivery restrictions apply see website for full terms and conditions you're listening to america is talking investors edge he's got to be pleased with that the crowd is just on his feet here he's a cinderella boy with gary colbomb comes highly recommended you're going to feel better if you talk to him so we even said in the past months we loved That J-Powl wasn't moving anything. There were no gargantuan swings in the markets when he opened his mouth.
Starting point is 00:27:12 He didn't say much. He kept rates doing nothing. And here comes Trump. The man who says he is free markets and is the complete opposite of free market capitalist. Complete opposite. He's a capitalist with his own stuff, but not with anything. else. You don't believe me? Just go look at everything he's been doing. Everything's this, that, and the other thing. And if you don't do, he's using our treasury and our tax dollars to make
Starting point is 00:27:49 business do this, that, and the other thing. No go. Anyway, let's move forward. So Jay Powell, here's this guy that's been just sitting. And the world hasn't imploded, be it Trump comes out and says he's destroying the world, destroying everything. While he says, we're the hottest thing ever. So in other words, he talks out of both sides of his mouth. With the hottest thing ever, but Jay Powell's destroying everything. And he's killing this and killing that. So we know what President Trump is.
Starting point is 00:28:23 He's just another easy money crazed person. Bernanke with his money printing, Powell with his money printing, yelling, sitting around, loving it. and now the president wants 1% Fed funds and I promise if he did that all hell would break loose but now Jay Powell's front and center he's going to speak this week and everybody's saying well what is he going to say I don't even want to know
Starting point is 00:28:52 I don't want to see it I just want to watch markets I want them to be free I don't want any presidents up the markets butt and that's what's going to happen he hired a guy to take over for some other Fed head who's in his back pocket he's in Trump's back pocket In other words, he's Donald Trump.
Starting point is 00:29:12 All of a sudden, oh, I won a lot of rate cuts. And just so you know, this guy was not really all for a lot of rate cuts before he got picked. And of course, whoever he's going to pick to run the Fed, he's going to be in the back pocket, which we loathe. And he hired somebody at the BLS, back pocket. We loathe. There's no independence anymore. There's not going to be any independence until Trump's gone. So, Jay Powell, we have to listen to what he says Friday.
Starting point is 00:29:45 and who knows what it's going to happen? I don't know. What we're going to continue to do here, as we said, watch the 10-year yield. If it goes much higher, not good. If it stays right here, fine. If it goes lower, terrific. That's all.
Starting point is 00:29:59 Does he need to lower rates? I think you can lower rates a quarter half point. That would be fine. But it's not going to change the economy. One shred could help the markets a little bit or not. So, unfortunately, the president has made him famous again. it nauseates the hell out of me but welcome to our world
Starting point is 00:30:21 and by the way this is not opinion these are pure facts on what the president's been doing what he wants to do how he's doing it Apple spend the hundred billion dollars we'll exempt you from taxes that's ass a nine ass a ten ass eleven no president should be able
Starting point is 00:30:36 to do that yeah but Gary is going to spend no I don't care don't care and you know why imagine if a market became president and starts using tariffs another way. Oh, you didn't think of that, did you?
Starting point is 00:30:59 Again, all this stuff opens up a can of worms, spigots opens up. And just remember, you know how you got the 37 trillion of debt? Because George Bush, the compassionate conservative, opened the spigots on debt and deficits, just calmly quietly, which allowed Barack Obama to super. what George Bush did, which allowed the comatose Biden to double that up, which is less to Donald Trump. Excuse me, I forgot Trump before Biden.
Starting point is 00:31:37 Trump with the massive debt and deficits first go around when he said, oh, I'm the order of the deal. And, you know, well, that's not, he doesn't speak like that. I'm the order of the deal. Oh, we could cut debt and deficits easily. and he went on a spending spree and a debt and deficit spree, and that brought in Biden that broke all track records. It got the championship belt.
Starting point is 00:32:00 Two trillion dollar yearly deficits. And Donald Trump comes in, oh, we're going to do something about the debt and deficits. And guess what he did? He gave us the debt and deficit middle finger also. And they're going to run $2 trillion deficit this year. Did you know that? You know, last month they were applauding themselves.
Starting point is 00:32:19 Oh, we had a $28 billion surplus. us. Have you heard them talk about July, a $291 billion deficit? Oh, that's right. They haven't talked about July, did they? The con, the scam continues. So we're going to be watching it closely. As usual, without any bias, we couldn't give a crap who's running the show. R. D. does not matter to me. And we'll continue to compliment Trump on the border, the backing of Israel, the fighting of crime. We love what he's doing in D.C. the media can go screw themselves, the mayor can go screw herself. He's protecting the citizenry from a lot of crap.
Starting point is 00:33:02 And I got news for you. As I said to you, I ain't kidding. When I was in D.C. the last time, I was running for the hills. Teens looked like they were about to come on me. And guess what? I was getting out of there. They were ready. I don't know what they were going to do, how are they going to do it?
Starting point is 00:33:21 But I got the heck out of it into a lighted spot. in D.C. Couldn't even walk at night. It's good for him. I'm on his side there. You fight crime, terrific. Then he let the J6 people out with the pardons, which, again, there's the hypocrisy of Trump.
Starting point is 00:33:42 And now he's doing the thing with Russia, Ukraine. I love it. He looks like a CEO. And, you know, he may not get anything done. But he's trying. The last guy, the worst president we've ever had in history. And we've had bad ones and bad things. things happened. The last guy couldn't be a dog catcher. And to get these people from Europe,
Starting point is 00:34:09 I don't care if they all hate them. I don't care if they're all faking it. He's still got all these people who run the European countries here. And maybe that puts pressure on that punk running Russia. It's great. At least he's trying. So I give him that credit. So notice, we should change the name of the show to balls and strikes. And we love his golf courses too. So that's a little bit of this, little bit of that. We get him on Friday. I think it's Friday. And it sickens me because the guy doesn't know what he's doing.
Starting point is 00:34:42 The Fed's nothing but damage. Ben Bernanke told us once they started printing money, it'd only be temporary. Nine trillion later and a lot of damage done. But that still doesn't take away what's going on in D.C. And their corruption and their spending. Oh, and by the way, they're trying to pass a bill that they can't trade anymore. Why do they have to even pass a bill that shouldn't they be able to trade? Well, the problem is they committed crimes that we would go to jail for that nothing happens to them. And that's why that's
Starting point is 00:35:15 going on. They're crooked. They're crooked in D.C. People that are running committees, overseeing companies and industries are trading on votes that are going to happen in the future and making all kinds of Buku bucks. They're scum. And I would tell to their faces. And you can read about, by the way, they're people on X, Twitter, X, whatever, that keep a running tab of this stuff. And when I read it, it's amazing.
Starting point is 00:35:46 They don't care about you or AI. They're doing it in plain sight. They're committing crimes that we would go to jail for, in plain sight, thumbing their nose at us, shooting us the middle finger, and making a lot of money. Think about that. We're supposed to tell our kids,
Starting point is 00:36:04 these are the leaders of the country. We should be complimenting them, thanking them, being happy with them, and they're crooked. And in plain sight. It's an amazing thing. And by the way, it's both sides of the aisle, some worse than others, and they're lucky I'm not making the rules. They're lucky I'm not the DA. They'd all be in jail. Congresswoman, congressman, congressman, you're going to jail.
Starting point is 00:36:40 We're indicting you, arrest you, try you by your peers, and you're going to jail if found guilty. So that's going on too. Yay. Let's segue back. Do I think today has more legs on the downside for what got hit? That's up next. I'm Investor's Edge. Hello, hello.
Starting point is 00:37:38 I'm Malcolm Gladwell, host of the podcast Smart Talks with IBM. I recently sat down with IBM's chairman and CEO, Arvin Krishna, and I asked him, how can companies use AI to its fullest potential to create smarter business? My one advice to them, pick areas you can scale. Don't pick the shiny little toys on the side. For example. If anybody has more than 10% of what they had for customer service 10 years ago, they're already five years behind.
Starting point is 00:38:13 If anybody is not using AI to make their developers who write software 30% more productive today, with the goal of being 70% more productive. Yeah, wow. So we are not asking our clients to be the first experiment on it. We say, you can leverage what we did. We're happy to bring out all our learnings, including what needs to change in the process,
Starting point is 00:38:37 because the biggest change is not technology, is getting people to accept that there's a deal. different way to do things. To listen to the full conversation, visit IBM.com slash smart talks. Success starts with your drive, and American Public University is here to fuel it. With affordable tuition and over 200 flexible online programs, APU helps you gain the skills and confidence to move forward.
Starting point is 00:39:08 Whether you're changing careers, starting fresh, or pursuing a lifelong passion, our programs are designed for people who never stop. You bring the fire. APU will fuel the journey. Learn more at APU. APU.org. Hey, it's Ryan Seacrest for Albertsin's and Safeway. It's stockup savings time now through March 31st. Spring in for store-wide deals and earn four times of points. Look for in-store tags to earn on eligible items from Celsius, Body Armor,
Starting point is 00:39:37 Oiraida, Silk, Capri-Sung, Bavarian Meats, and Charmin. Then clip the offer in the app for automatic event-long savings. Stack up those rewards to save even more. Enjoy savings on top of savings when you shop in store or online for easy drive up and go pick up or delivery. Restrictions apply. See website for full terms and conditions. You're listening to. What are we waiting for?
Starting point is 00:40:01 Well, what are you waiting for? One, two, ready, go. Action! In the Gester's Edge. With Gary Culpa. Dun-da-da-da-so. So, uh, my father's going into home hospital. They even, you know, I don't know how Medicare works. I'm trying to learn a lot of it, but in Medicaid and all that crap.
Starting point is 00:40:53 They're getting him one of these beds that they have at hospitals. He'll have somebody come around three times a week. I mean, he's got everything he needs. He's resting comfortably. I had a long talk with the people. involved and they said the exact words we've seen people for five years we've seen for three days I ask you got a prediction no just keep them happy keep them comfortable and that's that that's what's going on right now and it's uh I've received probably a thousand emails now on your experiences with your parents that have gone through this. And we are so appreciative of it because I have to tell you, I am experiencing emotions that are completely new to me when it comes to this,
Starting point is 00:42:13 because seeing a parent that, as I said, my father almost made the major leagues. In the Coast Guard, I mean, athlete like you wouldn't believe, and his 40s and 50s in great shape, 60s, 70s to see the deterioration. And there's nothing you can do about it. Nothing that's going to change it. nothing that's going to turn the corner. It's just another day and who knows what's next. It's a feeling of helplessness.
Starting point is 00:42:53 And you just try to put your own, how is he feeling? You don't even know what exactly he's feeling. Because now we're at the point where you need a little bit of talk here and there. But, you know, I will tell you that he perks up every time I show him a video of his great-grandson. We talked to him. He was very happy that the Giants kicked the Jets butt this past weekend. We tried to tell him that the rookie quarterback looks like he could be for real,
Starting point is 00:43:24 though it's early. And you can tell he had that interest. We stay away from politics now, though. No politics. Politics-free zone. So again, a big, gigantic... I think we got more than a thousand emails. I've answered every one of them.
Starting point is 00:43:49 If I didn't answer, that means I didn't see it. They ended up in spam, and I should actually look in my spam folder. I haven't done that as of yet. So thank you again. And he earned everything. We were all doing for him. And I've said that to pretty much anybody who's asked, and everybody felt the same way about their loved ones.
Starting point is 00:44:16 And we move on. Don't we segue well here? So really, a changing of the guard got even more changing today. Big penalty on some of these other names. I don't know if the meta news is what caused it. I would tend to believe that it was all written. I can tell you that Oracle topped out a week or two ago.
Starting point is 00:44:44 So did Microsoft, even on its earnings, reverse down. And by the way, they're still in bigger uptrends. They're just shorter term downtrends now. Will they turn into something worse? You don't know just yet, but we'll be on top of it. And what we do now on watch, because we know some of these companies are the greatest companies out there.
Starting point is 00:45:04 We're already looked back to where their major gargantuan support levels are, as well as breakout points, and we're going to watch them big time. and see where they hold. I can tell you, I was crossing out a few numbers today. Palantir broke the 21 day. I crossed that out. Taiwan semi that tried to break out, turned down. Celestica broke the 21 day.
Starting point is 00:45:28 C.E.G broke the 50 day. Netflix broke the 50 day. If I have more of those going forward, that's going to be meaningful. On the other end, as I said, there is a move of foot into the value areas of the market, how long it lasts, how far it goes. I don't know. Usually, though, we don't last too long, but you never know. So we'll stay on top of it. The housing, housing related with the supposed guarantee. Does that make sense? Supposed guarantee. That doesn't make sense, right? Well, supposed it's somebody's guarantee that we're going to get some rate cuts. Maybe that's doing the trick. I don't know.
Starting point is 00:46:12 we're just telling you what's going on reporting to you the news and just let you know you got some ick today you got some pretty good ick especially in those areas i think a lot of people are loaded up in and as always if anything changes we will let you know as soon as we can let you know there's been a lot of talk let me just say this everybody's agreeing with me now on tariffs at least some very smart people they get it glad to see
Starting point is 00:46:53 also want to bring up I'm just letting you know I saw somebody who's pretty famous on TV said we're going to be have a triple in the S&P 500 by 2030 a triple in five years of the S&P
Starting point is 00:47:09 that's the type of person. It's a man. I like the kick in the you-know-whats. The S&P is not tripling by 2030, ladies and gentlemen. In fact, the S&P usually doubles throughout the years. The rule is 72 every 10 years. So I just want to let you know I'm so sick of these people. And you do know there's some famous people that have been calling for crashes forever also.
Starting point is 00:47:38 Just be careful of the outrageous predictions. the $13 million on the Bitcoin. I mean, I'd like to kick them all, and you know what. Remember, they're trying to sell something. Don't forget that. All right, until tomorrow, you'll have a great evening, drive carefully
Starting point is 00:47:54 when you get home, do like we do. Quite simple. Make sure you hug your family. Make sure you hug your children. They will feel better. You will feel better. I promise they will, be well. Much appreciation to all of you.
Starting point is 00:48:05 Good night, all. Bye-bye. This has been Investors Edge with Gary Coltbaum on BizTalk. To listen to past episodes or to get in contact with Gary, go to GaryK.com. That's GaryK.com. Success starts with your drive, and American Public University is here to fuel it. With affordable tuition and over 200 flexible online programs, APU helps you gain the skills and confidence to move forward.
Starting point is 00:48:33 Whether you're changing careers, starting fresh, or pursuing a lifelong passion, our programs are designed for people who never stop. You bring the fire, APU will fuel the journey. Learn more at APU. APU.org. Hey, it's Ryan Seacrest for Albertsin's End Safeway. It's stockup savings time now through March 31st. Spring in for store-wide deals and earn four times the points. Look for in-store tags to earn on eligible items from Celsius, Body Armor,
Starting point is 00:49:02 Oiraida, Silk, Capri-San, Bavarian Meets, and Charmin. Then clip the offer in the app for automatic event-long savings. Stack up those rewards to save even more. Enjoy savings on top of savings when you shop in store or online for easy drive-up and go pick up or delivery. Restrictions apply. See website for full terms and conditions.

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