for common sometimes described as a neo nazi village and there we meet burkett oh my and her husband holst a brave couple who say they won't back down despite serious and repeated threats to their safety. check it out this is not just a rock festival it's actually a protest every summer be a good long wire and her husband organized concerts in their garden in the german village of jama. twelve years ago when they held their first concert the law mayors wanted to take a stand against neo nazis in the euro which in their case they say means almost all of their neighbors i get up. at least ninety percent of the people living in this village are nazis and the site hostile to me there's one other couple who say they're politically neutral although we're not really sure how neutral you. and b. was something likely the progress in disguise and they broke off contact to us that are so hostile i am completely alone here and also no one speaks to us with the nazis bully and taunt us and have committed crimes against us. first there were dung heaps left by the front door then their barn was set on fi

paul meeks of sloy dahl and holst. if you come inside the bloomberg terminal, you have the blue line as the year-end forecast continues to revise up. the white line is the s&p. is filled us camporeale- philip of jpmorgan. philip: i feel like strategists have been chasing this since 2009. know.yeah, well, i dno'on't philip: consumer spending that has been strong has been coupled with stronger business spending. jpmorgan did a survey where they interviewed a bunch of chief information officers around the country. 67% of those scenarios said they will be expanding their i.t. budget. corroborated on friday. that is what keeps us invested in the tech sector. certainly security selection is important. for every facebook, there is an apple. aside from well-publicized 2, i thinkeats in q business and consumer spending has been a really strong fundamental. we think it is pretty robust in q3. david: is that sustainable? that went into effect january 1 that encouraged capex. philip: that is true. we are not expecting the next yea

province it was thought that by the strike they do what they can here at the hospital which is under his holst of a well. and what effect will it have on this young minds dozens of their classmates were killed in the strike there's now a growing chorus of condemnation a rare thing in the. it took the images of these children drenched in blood and reeling from shock to move the world we deplore says days attack in yemen where a coalition air strike he's a pass carrying children in die on market in reportedly killing people and injuring another sixty eight the u.n. secretary general and tonio. a swift investigation into the time the conflict in yemen pits the richest countries in the region so that it be on the united arab emirates against the poorest. now that the civilian casualties caused by crack is not the only constant in the yemen is also another. effect. themselves which is the destruction of yemen's water and sanitation facilities something that has already caused outbreaks of cholera before and now the aid community in yemen are warning that if the immunization program that was started

talk about that with mall meeks the chief investment officer and portfolio manager of sloid doll and holst. >> you would be inclined carb wishy-washy this close to selling amazon and apple why. >> well the way i look at it is those are leadership companies, particularly amazon that i want to own what i would recommend because the stocks are trading at pretty high valuations in my view, is that maybe you take some money off the table appear reduce your position but "i" going to continue to hold the core stakes in the companies and some of the other fangs. >> let's unpack the stocks individually and amazon you could have used valuation as the argument against owning it for virtually its entire lifetime. why does valuation come into play right now what specifically are you looking about the amazesen picture that concerns you? >> well, valuation at 2000 a share. sure, you probably couldn't make a valuation case at $100 a share. however momentum continues particularly in amazon westbound serviceance what they are doing in westbound services and the traction they have not only in the space but v