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We're gonna have Robert dollon in a minute to explain the oddity of this unusual stock market as well with Crossmark. We'll do that in a bit. I want to pause here because what happens is we have a Steam guess. They love them, they hate him, whatever it is. And Wendy Schiller has been one of our Steam guests. She's definitive on American civics. She's at Brown University. She's taken on all sorts of responsibilities within foreign policy, within American
international perspective at the Talbann Center and such. And she has been given a huge new responsibility at one of our great universities. She will be leaving us with their weekly comments. Wendy Schiller, the new Deputy provost of Brown University has oh no, that's the worst job on campus. It's a huge, huge statement on her character here, Professor Schiller. On the administration right now, the.
President is balancing sort of show of might or display of force for you know, sending again more troops to be stationed in the Middle East. So he's not sort of saying we're not going to do this, even though he's getting all sorts of signals from the Republican in Congress that they would not support this, and the American public at the moment in public opinion, Pulling says no, no ground troops, but he's not backing off a display
of force. You know, I don't understand closing the strait in addition to Iran trying to close the straight, but I guess in that way it says this is a global property and we can't afford to have you arbitrarily close it.
Wendy Schuller, Brown University. A lot of good equity perspective today an unusual market. I won't bore you with the data because I don't have it in front of me, but I will state that it is highly unusual the whiplash that we have seen. Robert Dahl Crossmark global investments.
Value tends to do better when growth's pretty good, and growth seems to be pretty good. Look the trade around AI got concerning first it was we got all the money we need in cash, and then we'll give it to you inequity. Then we'll raise fixed income to do all the capital expenditures. Post Labor Day was kind of trust us, We'll find it somewhere. The Oracle AI deal, I'll never forget. That still has me concerned. I think some of those CAPEX numbers have to come in.
Bob Dahl was some interesting cons particularly on free cash flow on podcasts. We're at Apple Word Spotify on YouTube podcasts. It's single best idea.