>> good morning, 8:00 a.m. at sony. 11:00 a.m. here on wall street. "squawk alley" is live. welcome to "squawk alley" for tuesday. joining us this morning, henry blodget. editor, founder ceo at business insider. kayla tausche is out. jon fortt's here. sarah said a moment ago. gdp revised for the third

quarter. 5%. well above the estimate. and the best back to back quarters we've had in about ten years. >> tnumber of stocks on the roa. 18,000. let me show you some stocks that moved the dow up here in the last few moin months. visa is the big one. we're at 220 there a few months ago and now 265. nice move up for visa. healthcare has been a big leader. united healthcare was in the 80s, back in july. now you see it at 102. that is a 25% move. since the dow 17,000. broad groups here. financial, healthcare, now industrial. 3 m was 140 something back in july. now 167. so i'll show a little more as

the dow nears a close. and the bio tech etf. and that is why the nasdaq by the way is down here. that's kind of spilling over today. we had a miss in housing again. two bad housing numbers or disappointing. november new home sales below expectations and yesterday existing home sales below as well. and the itb which is the etf for housing is on the upside today. those are the little on the disappointing numbers. finally energies stocks generally on the upside. i think the most important comment from continental resources cutting capital expenditures in light of the steep decline of the oil.

continental resources is very aggressive and they are making i want clear they are cutting them immediately. and the rig count from 50 rigs to 34. so i think a lot of people are now realizing they can adjust the supply side a lot quicker than some people anticipated. continental will be benefitting if and went eventually oil prices recover. >> certainly the philosophy boone pickens was picking this morning on squawk. henry, first your take on the gdp number, take on today's action. >> the gdp is great to see. the market is great to see. you can call me chicken little officially. as you know i've been worried about valuation for a year. i am still worried. unless something is fundamentally changed in long term valuation ratios we'll get a big snap back and trading way below these levels but the good

news is have no idea when that is going to happen. this looks like a set up to 19199 as you remember it was a tremendous year and only in very much hindsight that you looked like you were prudent in 199 12k3w4r8 you remember those years better than most people. what kind of mind set do you go in with in. >> as an individual investor you don't have to worry about beating your competitors every quarter and picking the right stocks. you just want to get your asset allocation set so you can survive anything. that is a mix of skassets. if you are a the stock picker and you have to be a market timer because you are getting paid to do that it is more challenging and very painful to get out too early in that case. because you get clobbered in 90 days. the good news is for individuals

you don't have to pay attention to that. balance your portfolio, ride it out. >> jon? >> i try to think what are the things we pretty much know are going to happen next year. we see the fed taking their foot off the gas. and housing numbers, new and existing home sales not as strong as hoped. raised interest rates certainly won't help one would imagine. but also you are not hearing a lot of caution out there. yesterday talking about s&p, technology and saying hey expect that to continue to charge into 2015. and my reaction is really? because you have facebook versus google. is it a zero sum game? are they going to steal owl that revenue from traditional media? maybe, maybe not. but at this point you got to step back and be a little sober about 2015. >> you could sernld be sober. if anybody knows what is going to hat in 2015, it's you.

>> i don't know what's a going to happen -- >> but there are definitely lots of things to worry about. the russia situation is terri terrifyi terrifying, the whole global economy slowing down. >> we we brought up and we hit 18,000 this morning. do you know what the best performing stock of the is year is? intel. i don't think people were saying that in january 2014, henry. >> absolutely not. and look at microsoft since satya took over. >> they got to make it happen still though. they are still facing some of the fundamental challenges. microsoft is making its case for the cloud but it's still got head way to gain on amazon which is the leader there. intel still not making it happen in mobile. yes they were able to shift numbers around and conceal that

a bit but they have to show up at ces next month where we want to see what's intel's plan going to be for wearables for mobile to gain share there. >> you are going to be there. >> absolute lit. >> you want to do facebook. >> sure. they are up about 10% so far this month. flat to down today. add to a massive year in which shares up now nearly 40% year to date. and joining is robert baird. pretty good month for them. heading into the 2015, what do they need to do? do they really need to make video happen? take eyeballs and share from youtube in order to keep the momentum going? >> facebook is sec yoular of a massive shift in mobile.

that will be the predominant growth and they have established themselves as the most legitimate mobile platform at a high scale. and we see a couple things. one, video. the slow melting ice cube of the tv ad spend is starting to accelerate and facebook is well positioned to capture that. and second secondly they will begin to power advertising off its applications across the broader web and that will be strong in our view. >> so what happens to google do you think versus facebook in 2015? >> well there is no doubt in terms of incremental ad spend on line that facebook is capturing a share of that. but what we hear is they are not allocating away from google. so the incremental spend. facebook will grow faster but both platforms are positioned to

continue to gain share. >> facebook's trading, 45 times next years earnings. at some point it will likely trade 15 to 20 times earnings. to people think the estimates that are out there are just extremely low and they are going to go up the next couple years steadily? when will facebook earn 4 or $5 a share. >> there is upside to consensus estimates looking out. and secondarily we believe facebook should trade at the premium to its peer group. it trades half the multiple as twitter. from this perspective we still facebook is still compelling. >> look at the pinterest, tumblr, a couple of potential social networking properties that could start to make money in 2015. how do those fit into this picture? are they still so small they don't matter to the big dogs?

is pinterest probably an acquisition target? >> well i think in general what we're seeing again is accelerating shift of spend from offline traditional channels and platforms. and so that means there is plenty of growth for emerging online platforms, including pinterest. we see that as a general trend. pinterest in particular is making a strong move into monetizing its role in e-commer e-commerce. we think that may stand distinct to facebook's broader advertising. i wouldn't want to speak in terms of the acquisitions. >> google had such erratic trading all yearlong. what do you think is going to drive the narrative in 2015 for google l. >> i think the spotlight in 2014 has been in al bibabalibaba.

and we think the spotlight could shine back on them. they are still growing at a 20% rate. very profitable. and well positioned with a connective living room devices and other leverage to growth. so from that perspective we remain bullish on google as well. >> and even that driverless car completely working on the roads today. when we come back in a letter sent to the ceo of the sony pictures, congressman brad sherman is offering to screen the interview on capitol hill. the dow above 18,000, holding that pattern. we're going to watch a couple of big movers in just a moment.

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welcome back to "squawk alley." gopro moving higher despite the end of its lock up of about 15 and a quarter million shares that expired today. half of those are ound by founder and ceo nick woodman's father dean woodman. separately channel checking says gopro was sold out in 30 of 32 best markets and 26 o of 27 targets. and currently shares up by about 4%. gopro, despite the fact more

shares are coming to market are trading up in today's session. >> most fascinating stors stories of the year. the fallout for sony continues. joining us, the chairman of the entertainment industries caucus. congressman, good to have you. >> good to be with you. >> is that symbolic or is there ma more to it. >> it's symbolic. and we're all talking about the movie. we ought to see it. we see a lot of movies screened for members of congress so we can learn something and also to kind of give the movie the blessing of the congress. this would obviously be a bigger deal. we've got a movie theater underneath the capital. this is not unusual for us but it would be a bigger deal. we also need to take some other

actions such as doubling our radio broadcasting into the north korea. what he's done is the attack free speech in america. we need a double dose of free speech for people of north ko a korea. if we can get sunshine in there and at a cost that is so low than anything else we can do in foreign policy. i think we could make a strong policy. >> this movie is unusual in that a live actor playing a head of state whose still alive is killed in the movie. should that factor in at all to congress's decision in whether or not to play this on capitol hill? >> i can't say that that should be a genre in hollywood. but there have been a number of movies where that has taken place. and we have to stand up for free

speech even if it goes a little bit over what so some would think would be good taste. this is if, you know, we're not deciding now how to make this movie. the movie's been made and a hack against an american company not only just a hack against an american company, and economic damage but a terrorist threat to millions of movie goers around the country being told that if they are at a sin plex and even a screen next door to the movie they are watching is "the interview", the whole place might be blow up. that kind of outrage makes me not worry about the end of scene in this movie whether it's in good taste? >> do you think sony is right or

was it prudent that they canceled the movie given the threat? >> well the president said it was a mistake to cancel the release. and then sony clarified and said we haven't canceled the release. we've delayed it. i and i think they delay was understandable. imagine me turning to my wife and saying let's take the three girls to see a disney move and it is as a sin plex and right door is "the interview". i'm not sure the wife would let me take the family out to that movie. and that is just because people were in a bit of up roar. i think by january or february we'll be able to see this movie in movie theaters across the country. we may provide movie goers with additional sense of security by coordinating that with local law enforcement. i think sony made, if sony decided, as they say they have to delay distribution, that is

entirely reasonable. >> are you zointed disappointed in the mpaa or rival studios for basically letting sony hang. >> i don't think they have. >> you don't think chris dodd came in late? >> no. i think that this is two separate attacks though. the beginning attack was an economic attack on sony. then we heard the threat to millions of american movie goers. and that is when this thing i think dominated page one of many newspapers. so no, i think the industry is behaving as they should. and we should -- it is very easy to say oh well it should be shown immediately and as scheduled in movie theaters but the exhibitors have to figure whether there will be nervous parents who don't want to bring their kids to that particular

movie theater. we also need to put north korea back on the state sponsor of the terrorism list because they have terrorized millions of the american movie goers and we need to focus on their banking relationship. there are a lot of way for americans to respond to this. >> brad sherman of the california. >> up next. facebook's got ins zbrasmt tumblr just as valuable to yahoo? plus still watching the markets after a record-breaking day for the dow crossing 18,000. "squawk alley" will be right back. tdd# 1-800-345-2550 [ male announcer ] your love for trading never stops, tdd# 1-800-345-2550 even on the go. tdd# 1-800-345-2550 open a schwab account, and you could earn tdd# 1-800-345-2550 300 commission-free online trades. tdd# 1-800-345-2550 so if you get a trade idea, schwab can help you take it on. tdd# 1-800-345-2550 we're getting a lot of questions tdd# 1-800-345-2550 about organic food stocks. tdd# 1-800-345-2550 [ male announcer ] sharpen your instincts tdd# 1-800-345-2550 with in-depth analysis by schwab experts. tdd# 1-800-345-2550 and if you want to run your idea tdd# 1-800-345-2550 by a schwab trading specialist,

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drivers, where we're going marty, we don't need drivers. google announcing the first prototype is ready to be tested on the road. the company saying we're going to be spening the holidays

zipping around our test track. and we hope to see you on the streets of the northern california in the new year. it will have no steering wheel and only go about 25 miles per hour if it's like the one they showed. at least you won't have to drive at that speed. >> sit back and enjoy the ride. >> these things can't come fast enough. and the problem is they are not going to come fast at all. if it hits somebody, we're set back five years. >> the municipalities handling everything. >> and google has to map every inch of every street and zblen the guy is out there slowing traffic. lots of -- the devil is so in the details on these. >> with all that, europe is going to close in about 5 and a half minutes and simon is back to wrap it up. >> a strong finish. the events here have lifted europe higher. there are some sympathy moves on

the pharma stocks. the greek parliament failed in its vote. as we thought. the third vote is on monday. but then he needs 25 to have crossed the aisle. he might changed the canacandid. we'll see. when we come in next week we'll know if we have a snap election in greece. and what that means of course possibly the end of january, maybe on february 1st according to j.p. morgan. the corporate level looks like car gill and permira are going to leave the dutch animal food manufacturer alone. one thing i really need to tell

you is some data that was shocking that came out of the u.k. today. the trade deficit for the u.k. in the third quarter was 6% of gdp. 6% is absolute ie huge. partly because to sterling has been overvalued. we know despite the north sea erro resources. it's a net importer of oil. basically foreigners owning businesses in the u.k. are extracting more profits from them and taking them abroad compared to u.k. investors, say, in the united states not able to bring as much cash back from, say, their u.s. operations. that is partly because of u.s. operations are paying less in dividends and more in stock buy backs. it's difficult of course because if you apply it to the euro zone, your take during the course of the year would have

been severely depressed. but we don't need to worry about those things with two kays to christmas. >> apparently not to worry about much of anything right now. >> the biggin' bank of the england and the sterling and monetary policy but you don't want to know about that now. >> thank you simon. when we come back our next guest co-authored an op ed with the jod apatow. his company trying to change the way your company communicates. think snap chat for the office. stocks mostly in the green. but what if you could see more of what you wanted to know? with fidelity's new active trader pro investing platform, the information that's important to you is all in one place, so finding more insight is easier. it's your idea

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call now and request your free decision guide and start gathering the information you need to help you go long™. ♪ dow crossed 18,000 this morning for first time. has managed to hold in there. sarah eisen on the floor with a closer look at the economy and the dollar today. >> yeah. because if you want to see the outperformance of the u.s. economy don't just look at the dow, 18 thousandth. which is important. look at the u.s. dollar. it is making new highs as we speak. best levels since april 2006 and this is where you see the u.s. doing better than the rest of the world trade. particularly against the other major economy, europe and japan. you can watch it and you can also trade it by the way as an etf like a stock. uup is a particular one that tracks the strong dollar.

having a monster year as the dollar has outperformed every major currency in 2014 up 13%. even with that sharp rise is outlook is bright for the new year. commentary from this morning. 5% growth. the chief u.s. economist at j.p. morg morgan, the strong number will likely provide a better trajectory of consumer spending next quarter. we talked to deustche bank. and incredibly good news into the new year. you get the point. even if we do see bumps along the road in the economy, the federal reserve is seen as moving ahead of the other central banks towards higher interest rates and that is what should fuel the dollar higher. goldman sachs has it a top trade in 2015. it will hurt big multinational

companies. you will see it weigh on earnings and commodities. already has. could even boost the u.s. stock market as the u.s. and the dollars the place to be. but either way this is going to shape the investment landscape of 2015. and today's strong gdp report is only confirmation of that trend. >> shares of yahoo slipping down almost 2%. but that is not stopping our next guest from upping his price target, thanks in large part to tumblr, which victor anthony says is shaping up to be yahoo's instagram. here so explain is mr. anthony himself. comparing to instagram, perhaps a tall order. instagram's growth is sort of off the charts. when you look at tumblr's growth and the monetization potential, what makes you excited? >> well you look at the user stats. 420 million users come into the platformen a daily basis.

growing to 50 percent mobile. time spent is growing. teens relative to other media platforms. thats a ools a positive. and garners more tv mentions than twitter. i think the big opportunity for tumblr is really with video and video ads and i think that will be accelerated with the acquisition of right roll. that is opportunity i think going forward for tumblr. >> victor, if this is the case why has the market been so slow to recognize it? lots of people are saying oh marissa meyers throuew away a billion dollars. and others saying wait this could be instagram in hiding. >> i don't think anyone focuses on the tumblr, which is the reason i wrote this note today. i this i they should. and these are the stats that i point to that investors should pay attention to. and they also talk about the

fact there are close to 300 advertisers on the platform. and also tumblr generating close to a $100 million in revenues over that in 2015. with acquisition of the bright role. visual ads and i think the exceed the number in 2015 and accelerate that in 2016. >> tumblr get mrs tv mentions than twitter. >> it does. from the third party database that tracks the two platforms. >> surprising stat. instagram has this reputation for being sort of pristine. not a lot of snark. tumblr has more edge i think you would agree. is there something about the characteristics of tumblr that put it at higher risk? >> there is a lot more i think controversial content on the platform that may keep certain large brand advertisers away from it. but look at twitter. twitter is monetizing

significantly and they have the same sort of content as tumbler. >> i guess my point is yes ma marissa can pull back the curt --. is your call also involving a bottoming out in the desk top deceleration. because tumblr could continue to do well but if the core business continues to decelerate, yahoo might be hurt. >> tumblr i think is going to be performing much better over the next two years. and that value will be reflected in the kor valuation for yahoo. and they are making progress in the core where it matters. social mobile and native. and video. the desk top will continue to be a head wind. and three catalyst of the asian asset modernization. >> put a number on it. an analyst came out and said ins zbram worth 35 billion.

what is tumblr worth. >> the week before last i published a note saying instagram is worth in my view, 40 billion. i'm not calling tumblr to get to a billion. but i think they will get there in time. --. >> so a little bit of a bargain that you think marissa got perhaps near the scale that the bargain that zuckerberg got on instagram. >> precisely. >> in the meantime this week the "new york times" long piece about meyer specially flailing -- >> she's made a lot of good moves. certain moves haven't been as well. but it is a challenging platform. i think personally if she cannot turn around yahoo, which i think he she is making good progress.

i don't think no one else can. but i'm positive. i think the core starting to make meaningful progress in the areas it matters. desk top is a challenge but i think investors will give a pass in 2015. you have to watch what they do with the a modernization of the asian assets. >> bold call on yahoo. victor anthony from topeka. >> rick santelli, what are you watching today? >> we're watching the two faces of the u.s. economy, at least represented by today's data points. of course i'm referencing what's going on with november durable goods and how that was completely the opposite look that we had on our last look at third quarter gdp. we'll reconcile the data points and think about what energy may mean for 2015. all after the break.

snoom coming up. with the dow breaking through 18,000 for the first time. how far can stocks really run? and plus value investor reveals his favorite stocks for 2015 and an exclusive interview with nick tiller. where does he think oil is going to go next? and how should you play it? we'll find out in about 20 minutes. >> thanks a lot scott. let's goat to dom chu.

>> the coca-cola company, plans to cut about 2,000 jobs global in the coming weeks. co-rg to dow jones. the moves are part of a plan announced in october. currently shares up about 1% so far. >> thanks dom. one of the lessons emerge flg the sony hack means that just because you deleted the e-mail from your indox does not mean it's gone forever. confide is announcing it is preparing a corporate version and it is eyeing sony. here to tell us more about the app and whether big business will bite is the co-author. john, good to see you. >> good morning. happy holidays. >> you and judd write the impact

is the suppression of ideas and expression. >> incredibly dangerous. this is a first amendment freedom of speech issue. the personal recollection of the internet. the cloudy spewing copies of things every. it's stifling and that's why we created confide. >> the hak was terrible. no question. and there is absolutely a market for disappearing messages. one issue i had with confide is the word confide and the fact that it shows very clearly that i have a conversation going with carl. so the question is having dealt with a lot of lawyers in my life, it seems to be setting people up for oh you were just talking on the public forum and then you wanted to discuss this thing that was terrible and illegal so you went to confide and now we have the proof. how do you evolve with that.

and the other is the asynchronous conversation that you forget what you were talking about. >> let's talk about what confide is. off the record. end to end encryption with disappearing and screen shot proof messaging. to foster secure messaging among business people. when you confide in someone it is about sensitive information. it is not about illicit information. e-mail is great. but it's lousy for sensitive information. it is the complete opposite of are of what we dot in the offline world. >> do you have more solutions coming. for confide i understand. if i'm going to have a conversation that is by nature sensitive. but the nature of these emails, a lot started as innocuous.

and then it becomes something else. so work flow wise how do you secure that kind of conversation which starts off as fine and in retrospect turns into something else? >> a great point. we're going to keel with it the same way we do in the offline world. when we're communicating and it starts to get sensitive we move into a different mode. and the reason we do that is words disappear as they are spoken. that's a private discussion and there aren't copies flowing everything. so we're trying to bring that tried and true way of communicating sensitively online with the benefit of asynchronousty. and that is really a benefit to the platform. the problem with a phone call or grabbing someone for coffee is we have to be available at the same time. which creates a lot of

inconsistency. >> we're announcing today. is confide for business. it really has all the same features and function of the regular confide with three benefits. address book synchronization, distribution lists and the third is documents. we're moving away -- or we're enhancing from text to documents. you will be able to up load documents from drop box, etc. and send those in the same way as texts. which is end to end, encrypted, disappearing and screen chat proof. >> you believe if sony had this tool. >> things would have been much better. and protects not only from hacks and leaks but also the recipient. the recipient has a copy of everything outs there and for decades to come and that is scary particularly with the sensitive information. >> it's early but we have early metric, what are your active

monthly users. >> we're a start-up. less than a year old. we're not going to divulge too much information. you know that henry. congratulations by the way yourself. having that said we're in 113 countries and localized into the 15 languages. and half our users are international. which is important. >> i wish we had time to ask you about aol and yahoo and all that. please come back. >> my pleasure. >> let's get to the cme group and rick santelli. >> good morning carl. i want to keep it real. i wasn't going to go go over the data but there are those smiley and sad face, tragedy and comedy. and that kind of reminds me with u.s. data today. on the more tragic side. november durable goods, down more than expecting.

capital expense orders, it is a goose egg for november. last week revieszed lower. so this isn't a good predictor of what may be going on in 2015 necessarily. but it certainly could be a more optimistic view for as measured as it is giving us insight. and when we pair it with gdp of course we don't know what q 4. is we know q 3 is 5%. and it is best back to back quarter incomes 6.9 and 4.8 which are q 3 and 4 in 2003. at the start of the year we can call it weather related or whatever you want. but obviously this isn lly ther. now if we look at this data to try to predict the question mark most are now calling for around

2.5. if you add this up, the average for the year comes out to exactly 2.5. not a bad year when you look a at europe, the u.k. or japan. in china, maybe china is multiples of that. but they used to be multiples of what they are now so a rate of change that's not necessarily good. let's switch gears. look at the couple charts. the bund chart. the ten year. something glaring should out at you. we had a bigger response to the upside than bunds. that shouldn't be surprising considering beer doiwe're going than the region. there's a been a tight linkage. representing 150 basis points. what that means to me is we consider 150, and you heard me say it before, till growth premium we need to see these come back together. i really do think if the dynamic

keeps the ten year back into the mid two teens, that's important. if we break to the upside, all bets are off. this is huge whether what interest rates are the flatness of the yield curve. i'll call 2015 from this point forward in my mind the assimilation of the lower energy prices. we're going to put all those lower prices to work and probably lit show up in some of these numbers a lot better. >> look forward to seeing that rick. and counterfeit products creating a big problem for tech companies. one company taking the fight into their own hands and keeping an eye of markets with the dow above 18,000. nasdaq trying to break even. there's confidence... then there's trusting your vehicle maintenance to ford service confidence. our expertise, technology,

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alibaba taking a harder line against counterfeit items sold in its marketplaces. it's already spent $161 million since 2013. and belkin just completed a two year sting operation on their own goods that have been counterfitted in chien. what are the dangers of these products? the ceo of the belkin. what did you find in this sting operation? >> there are several problems as it relates to any kind of

counterfeit goods and it's even worse when you are dealing with any kind of the power items. and the biggest problem with it is it poses a huge safety risk to consumers and users around the world. >> and we've seen this with apple and issues with their lightning cables and connecters where people have said they cause damage to products. i imagine with belkin, since it is your bread and butter. it is potentially even more damaging. do you have an estimate it's costing your company. >> i think there is a lot of third party research out there that points to the fact that it's trillions of the dollars of goods out there generally speaking. on the one day alone raiding eleven sites we found more than a million counterfeit items. >> internet of things.

it is a term that gets used a lot. it's comical to me because we live in a world of things. but where you see specifically see the opportunity? what areas are you targeting for best profitability. >> we definitely have to work on a better name, don't we. so we like talking a lot about smart home, connected home. and the key here is we need to make it easier for people to make lives easier for themselves. i can go on the internet now and google when the sun is going to set. but why should i even have to think about that? i should be able to just tell my lights go off when the sun goes down and turn -- go on when the sun goes down and turn off when the sun comes up. >> and talk about the products on that. what are we all going to be buying over the next five years that makes the home smarter?

what are you going to sell? and what are you selling now. >> with wi mote we have built a complete platform. we're able to we mode just about anything. the first we did was outlets that you could plug any kind of electrical device into. and you are suddenly having all of those items as part of your smart home and your connected home. so it is everything from appliances to lights to lightbulbs to heaters. really making it easy for me to come home to a warm home or to a cool home. being able to see into my home. i have three dogs at home. if i want to be able to check in on them from anywhere that i am, this is a really easy way for me to that done. >> you must have a lot of

cameras to be able to keep track of three dogs. ceo of belkin. thanks for joining us. >> thank you. >> keeping on eye of markets. we'll be right back. [ male announcer ] your love for trading never stops. so if you get a trade idea about, say, organic food stocks, schwab can help. with a trading specialist just a tap away. what's on your mind, lisa? i'd like to talk about a trade idea. let's hear it. [ male announcer ] see how schwab can help light a way forward. so you can make your move, wherever you are. and start working on your next big idea. ♪

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market obviously hanging in there relatively tight range. although people thought, you know, would 18,000 hold. it's apparently holding through the morning. >> nice to see it. >> yeah. you thoughts about technical levels jon. >> you have a number of stocks with interesting volatility. zoo lily. down 9%. down 20% for the month. just down fractionally for the week. some stocks all over the place. >> biotechs it's been miserable action all day long. all of these in the wake of the abbvie pricing and express scripts and the feeling that these bio teches are not going to be able to call the shots on second term. and it's run within the comp is

in the red. not only for december, the only major average in the red for december. henry good to have you as always. >> great to be who are. >> good holidays to you. >> jon you are here tomorrow? >> i'm not. i'll see you next year, carl. >> enjoy. let's get to the judge and the half. >> all right thanks so much. welcome to the halftime show. let's meet our starting lineup for today. stephanie link, jim josh brown,en jbrown, jahn najarian. and our game plan looks like this. 18 k and counting. just how high can they go and and what if anything can stop this record run? value