This is the regular gig : Today’s Kudlow & Company, is on CNBC today at 5pm. I’m scheduled to be on from 5:20 to 6:00 pm.
Today I am gabbing with regulars Herb Greenberg of Marketwatch and John Rutledge of Rutledge Capital. Also appearing: Brett Gallagher of Julius Baer Investment Management, Michael Morris, CEO of American Electric Power.
Subjects will clearly be Paulson, the Fed and Metals and today’s rally.
(Time was short due to the Iraq announcement/Bolton interview)
UPDATE: June 1, 2006 5:43am
Three quick tidbits from last nights gig:
I had the driver from hell: through Central Park, then Harlem on the way to NJ (Hey! There’s a Dinosaur Barbecue on 131st St and 12th! Gotta check that out). On the way back to the City, via Times Square. Don’t ask.
In the Green room, I meet AEP’s CEO, Mike Morris. So as not to surprise him on air, I mention I was short AEP in 2002. Yes, Enron had something to do with it, but it was really based on a terrific call from Kevin Lane, who combines technicals and fundie/quant work. He saw the decelleration before anyone else.
Also, in the lobby is the trading contest Maserati; Today is the day they announce the winner. No coincidence, just up the street about 2 miles was a Ferrari/Maserati dealer.
Not a bad looking set of wheels — detuned Ferrari 400-horsepower engine, F1 style shifter (clutchless), all for $98k. I’d have to think about what else I’d like in the same price range –perhaps the Aston Martin V8 Vantage, which is a more classic looking coupe.
And if I am going to drop 100 large on a set of wheels w/o a stick (and have the wife stop talking to me — for both the price and automatic), I might as well step up to $165k and get the Bentley GT.
But the Maser should definitely be giving the Porsche 911 Carrera 4 a run for its money (I never really got used to the hinged pedals).
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