This morning, I’ll be guest hosting Morning Call on CNBC, from 11:00am to 12 noon.
On today’s agenda:
-Holiday Retail sales
-Year End Rally Possibility?
– Will M&A activity pick up for strategic reasons?
-Market sell off last week
-Inflation, Consumer Prices,
Last time I was on (10/22), we warned against exposure in the Financial sector — that worked out pretty well. This time, they are asking are the Financials cheap yet?
What about the private equity firms — Fortress (FIG) and Blackstone (BX) ?
UPDATE: November 12, 2007 12:37pm
Here’s the two Video segments up on the CNBC website:
Retail Slumming & Inflation
Mon. Nov. 12 2007 | 11:57 AM[02:18]
Mon. Nov. 12 2007 | 11:37 AM[03:57]