The all powerful Chinese whom we live in fear of every minute because they have some sort of permanent edge on us are asking state companies--like there are any other kinds--to buy up excess homes! Even in our worst moments of 2007-2008 we weren't that bad off
Today, noon, CNBC Investing Club call where i tell you what i see happening with the portfolio and the changes you may need to make, including with Cisco.. We talk with ceo Chuck Robbins this morning on @SquawkStreet
Listen: the story about Nvidia needing to hold up Rubin allowing AMD to move past them with the MI450 is WRONG! There is no delay. It is all WRONG. I love AMD but it should not have been up and Nvidia down!