not just going any ol' place. no. "varney & company" will be live for the entire three hours from the white house. i keep saying it, you never know who might drop by when you're on the white house lawn. ashley: neil cavuto might. neil: who might drop by? stuart: you. neil: all right. i'm setting my dvr. and i don't even know how to set a dvr. welcome back. looking forward to that we're looking forward to our new lineup today. also looking forward to hear more from the president in florida touring all the hurricane michael ravaged area in florida, the panhandle, through georgia. we'll keep you on that. also keeping on top of the growing rift with the saudis. secretary of state mike pompeo is on his way to meet with the saudi king. remember he is the father of the new prince who many say might have been behind this attack, presumed attack, disappearance, whatever you want to call it on this "washington post" journalist. we're following all the

developments right now. blake berman live at white house with more. blake. reporter: neil, believed to be the first phone call between president trump and saudi king saloman since the disappearance of "washington post" columnist, jamal khashoggi. the president said the king denied any involvement in khashoggi's disappearance. the president suggest that this could have been a operation of rogue actors. >> the king firmly denied any knowledge of it. he didn't really know, maybe, i don't want to get into his mind but it sounded to me like maybe these could have been rogue killers. who knows. reporter: the president told us that the conversation between the two on the phone lasted about 20 minutes. after he made those remarks right there, i asked president trump if he can believe or if he can trust the saudi king and this was his response. >> all i can do is report what

he told me and he told me in a very firm way that they had no knowledge of it. he said it very strongly. reporter: now secretary of state mike pompeo is in route to saudi arabia. also possible he heads to turkey as well. neil, it has been nearly two full weeks dating back to october 2nd when jammal khashoggi walked into the saudi embassy in turkey and he has not been seen since. neil. neil: so weird. thank you very much, my friend, blake burman. if we get into a full-blown economic war with saudis, they promise economic vengance if we start getting tough, then what happens? former advisor to vice president dick cheney, john hannah. john, that could get messy and fast. >> that would be a nightmare, neil. as eager as people are really to take a shot at the saudis here for this tragic incident, they

have to remember we are 20 days out from the u.s. government imposing crippling sanctions on iranian oil sector that could take out between a million to two million barrels a day off the market and the saudis are the only actor that has the spare capacity to cover those iranian barrels and prevent a really crippling spike in the price of oil. neil: when the president referred to possibly rogue kill that's might have got tone jammal khashoggi you hear it coming from the president he has got access to more information certainly than i do, than you do, what do you think he meant by that? >> well i'm not sure the u.s. government really has its hands around exactly what happened here much less who actually ordered if in fact the saudis did kill khashoggi. analytically it is hard for me to believe an operation like

this, given potential consequences of it going bad wasn't ordered by somebody at riyadh in very high levels but diplomatically we have have to maintain the strategic u.s.-saudi relationship, at same time we express real displeasure what the saudis have done, set some real red lines. that means a cover story about some kind of rogue operation in which the saudis investigate and really punish somebody may be where this eventually ends up. neil: you know what i don't understand about any of this though is the saudis, they're not idiots. obviously they could have clearly telegraphed the kind of reaction this would get if they were intent on kidnapping and or killing this "washington post" columnist. so the maybe the robert ludlum character in me maybe this is more elaborate than we know. this could have been something hatched by the turks to get at

the saudis to embarass them. put them in a position. that has been bandied about. what do you think? >> listen, the turks and the qataris are completely unreliable narrators here, that is absolutely true. the turks have a lot journalists in jail without any due process. they have engaged in mass arrests of people who are largely innocent including pastor brunson of course who returned thankfully last week. on the other hand what we do know is khashoggi went into that saudi embassy, consulate almost two weeks ago. he has not emerged. the saudis have not produced one piece of exculpatory evidence to suggest what happened to him or that in fact he left that embassy. i think there is a large burden of proof here on the saudis. that is probably where it need to stay. neil: all right. let's see what happens. john, thank you very, very much,

john hannah. all right, we always talked about the financial tit-for-tat, that remember we signed or the saudis signed with the united states 110 defense contract almost exclusively benefiting american defense contractors. those issues were getting pounded on friday when word of this was going around and accelerated even when the market it self was coming back. go to the guys debuting a new show, to today 4:00 p.m. connell income shane, "after the bell." it affects oil issues, friend in the middle east, save israel, the two we've got. >> u.s. treasurys could be option for the saudis. neil: good many of them. >> i this 167,000 of them, u.s.

treasurys. oil is in the low 70s especially with the iran component. by no means only one. you bring up defense issues. treasuries, you ask this about china, would china respond to something we do by selling u.s. treasurys. the argument is you don't want to hurt yourself in this situation. that is what we're looking at. we don't want to hurt ourselves. the president brought up the very real concerns the next thing you bring up is private companies. you see that with the saudi investment companies and davos in the deserts with jamie dimon latest dropping out. so many big names are dropping out of that conference. richard branson, on down the line. softbank with the investment there. so the -- neil: which is a little weird, we still really don't know what happened there. >> exactly. neil: they're cutting out before we even know. that is not unusual. >> that is fair. they're cutting out of that investment conference. that brings up the next step, that whole conference was designed by mbs, the crown

prince in saudi arabia to kind of reduce their dependence on oil as an economy going forward. trying to find other avenues to bring in revenue, other avenues for investment. seemed like they were making progress there, a lot of companies saying boy, we could make a lot of money long term in saudi arabia. if they pull back the saudis have a lot to lose. there is real, high-stakes, international chess match going on to see who moves next, who moves first. as much as we don't know what happens, seems there is a lot of pressure on saudi arabia to explain what may have happened to khashoggi. neil: when they talk about retribution, coming back at us if we do anything against them, you mentioned treasurys, what a lot of people that own our debt, might not sell it but don't buy more of it. then what. >> exactly. that is the first step. you look at defense agreements. the president is right to bring that up. we worked hard on this contract,

we don't want to hurt companies that have a lot to gain, boeing, lockheed, u.s. companies, but the market will dictate some of this. the way oil trades in the market. it is petting a lot of attention, it might be high per billionic but it is hyperbolic, they have the written by head of al arabiya television, don't rule out 100-dollars oil or $200 oil. neil: that is way over the top. >> way over the top. top of a news website says $400 oil. as you said we don't know what happened but the market will dictate how big of a international crisis this is. oil is calm. not much move movement in the price of oil. as calm as it is today, it could be trading in much more aggressive fashion tomorrow and -- neil: after the president with brief exchange of reporters

going out to marine one, talking about rogue killers. saying he had a good conversation with the king. i don't think he was talking with with the prince. >> i believe it was king salman. neil: you can do that when you're president. looking forward to your show, buddy. what can we look forward to. >> i'm excited about the 4:00 p.m. eastern time hour. there is note a heck of a lot of competition in cable news. neil: sure. >> we have -- melissa is terrific. i am excited about it. david has a new show at 5:00 which will be 2018. we have a great team, not quite as accomplished as ralph that runs your team. but we're getting there nonetheless. neil: is that what ralph tells you? she is great. you are phenomenal. fox business is on fire. it is antidote for boredom. you could watch color bars. i like a lot of guys over there. look forward to it, buddy.

couldn't happy to a greater guy. look forward to everything about the lineup, we're going about chasing the news for you. meanwhile we'll have the latest from the president. he is touring florida. he is indicating any help the positive needs, he will echo this in southern georgia earlier today, as well, they will get no matter what it takes, they will get it. more after this. ♪ introducing add on advantage,

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neil: all right. i want to show you something that's really interesting looking at the damage from this hurricane michael. not going to be getting into u.s. saudi trade relations, guys. can we get that gone? i want to show this image. it is very startling. it shows you if you adequately beef up your home, make it more hurricane resistant. the fellow who owns this particular home i'm going to show you, this is in mexico beach, florida, had it fortified to with stand 250-mile per hour winds and host of other things.

it is virtually unscathed. not so much as a frame fell off the house. look at area around it. look what the guy did to make it as hurricane resistant and proof as possibly you can. to set standards for all homeowners in a damaged region would obviously be very, very pricey. an issue i want to take up with douglas holtz-eakin who crunches numbers. congressional budget office for that. did same thing for john mccain. did the same stuff. as soon as you see something like that, doug, immediate thing that hits you, there are ways to prepare for these sort of things. they're expensive. in the case of this owner, they make the cost of construction a whole lot more but if we mandated that, i don't know if that would be a good or bad thing period, because it would he can poe nextly drive up the cost to the government besides right? >> you will pay before, or pay after, neil. you have a mandate for stricter

construction standards and higher costs, comes out in the construction cost, if you don't, the insurance policies go to the house will be a lot more expensive. even in florida you can see a difference between the standards alongs the atlantic coast i with is the traditional place where hurricanes caused damage and panhandle where restrictions are not as strict. the devastation in mexico beach and other places will make them think as other differences. neil: the reason they are not as strict in the panhandle. they hadn't seen this in more than a century. they felt like they could dodge the bullet. i'm beginning to wonder there is good deal of rebuilding in same communities hit often times again and again. say same thing about folks that rebuild in tornado alice and all of that. it is hard to draw a line here. it is interesting in the case of this one homeowner who decided to bite the bullet and reinforce his home to the degree he had, it really did survive this very,

very nicely. whatever the up-front cost, net-net, it is a huge savings. >> it is, it is an amazing picture. i'm with you. you look at it. the devastation that surrounds that house. it shows that technically it can be done. now that homeowner will not face the same insurance costs, reconstruction costs, that other homeowners are going to face. so that the is tradeoff. tough decide. there is also the sort of personal loss that comes with the damages to your home and the belongings. this is reminder there is way you can redo the economics of the beachfront development. i hope the federal government not be subsidizing people inappropriately to build in the path of hurricanes that historically a problem with the flood insurance program. it is not priced effect testifily. it implicitly build a house. don't worry about it and you come back to a great deal of devastation and loss. neil: we do minor fixes in sandy

and new york area they required homes further back from the shore or up on pilings or stilts for lack of a better term to mitigate the damage but it is what it is. i'm wondering from your days at cbo, effectively there is no money in the till for fema. this has been a rough hurricane season. the funds are always provided for clean-ups and fix-ups and that, but we never seem to have a way to deal with this. >> yeah, there is never been a really effective disaster budget, a forward-looking act by congress that says, let's be realistic. we'll have some disasters. they are going to be in the form of floods or hurricanes or forest fires. let's put money aside in advance, when they occur we'll have funds on tap. instead congress prefers to be riding into the rescue. something awful happens, they devote the money, out it goes. it leads you to underestimate the expected costs of these

things. so they aren't putting it on the books. neil: thanks for rolling with the news. i always appreciate it. douglas holtz-eakin. american action forum president. former director of the congressional budget office. iconic name slipping into history. any of you remember the sears roebuck catalog? it used to be second to the bible, as most popular book, in the world, in the world! now the book and the store are going away, after this. fisher investments tailors portfolios to your goals and needs. some only call when they have something to sell. fisher calls regularly so you stay informed. and while some advisors are happy to earn commissions whether you do well or not. fisher investments fees are structured so we do better when you do better. maybe that's why most of our clients come from other money managers. fisher investments. clearly better money management.

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neil: president is right on that, it is sad to see. iconic name and brand for a while when it came to the sears book itself was second only to the bible most popular book on the planet. jeff flock is outside one of the original sears tower with more. hey, jeff. reporter: indeed, printed right here, neil. this was the old administration building at sears. look, that is the original sears tower. 14 stories tall which was pretty big deal back in the day. the president went on to say there the company has been mismanaged for a long time. and for the last 13 years, that would fall to, eddie lampert, the fellow who some people thought was the next warren buffett at one time. i don't think he is the next richard sears and alvaroebuck. he stepped down as ceo.

i quote him now. for several years we worked harm to transform our business and unlock the value of our assets, while we made progress the plan has yet to deliver the results we desired. that is putting it mildly. 10 years ago, q2, profit from sears was $65 billion. q2, 2018 profit, not only zero, a loss of over half a billion dollars. here is what is going to happen in terms of the sears stores. immediately 46 stores close but 142 more about it end of the year. pensions, likely a portion of them picked up by the government, the pbgc, bankruptcy loan of about $1.8 billion to continue operations through christmas. if you want to save sears, maybe go buy something there for christmas. leave you, neil, with the stock. amazon, you could blame amazon but blame a lot of people for

this one, up 77% in the last year. sears, pretty much 100% of its value is going away. neil? neil: the president was talking as well, jeff about you know, there are some iconic properties it holds too, there is some value in those properties. that will not save the day here, is it? >> they already sold this off. this is no longer sears anymore. to the the sign at the top there, but they do have some real estate. we'll see what mr. lampert chooses to do with that. we'll see. neil: jeff flak, a moment in history. charles payne as you know is a selfish capitalist, he doesn't really cry for sears. it is sad, but that what makes him so good. he joins us ahead of his 2:00 p.m. show. it is great show at 2:00 p.m. during market hours. be ready for that after this show. what do you make of what happened? >> a combination of things, but is gets down to what joseph

shumpeter calls creative discussion. it is a wonderful story and a company that was a behemoth. they did not make the adjustments they needed to make. you could say amazon effect, but they lost a long time ago to walmart and others. they mishandled it, but the eddie lampert invest was a bust. he was hailed as the next warren buffett. they made a play for the real estate assets and never built out the store. the store was a depressing place to go last few years. you go in there, it was awful. neil: they were focusing on kenmoore products or brand name or doing more catalog ordering. they dropped that they just, like anything that could stick. >> you look at like, for instance, companies that make, more recently netflix, for instance. they started with the disk but reed hoffman was wise enough to say hey that is not working. we need to do something else. they made the switch quick enough when blockbuster went out

of business. blockbuster could have bought netflix. typically businesses 125 years old don't go out of business but they have gone through this time after time after time. they had the wrong manment to make the same move. neil: these traditional retailers coughing up, you name it, and concerns about the future of standard american malls. what do you think? >> i think there is this thing called omni channel ultimately these big companies with these big giant footprints are learning how to deal. walmart is learning it, target is learning it. smaller businesses are learning it. take advantage of all these physical locations we have. let someone order online we'll deliver it to them or pick it up on the way home. make this an advantage instead after disadvantage. some malls will be reconfigured. some will be housing complexes or some you can play with bunge cords. bottom line, retail is reinventing itself and there will be a lot of survivors in

the age of amazon. neil: we were talking about it during the break, our floor director was talking about iconic names ruled the roost, eastman kodak ahead of digital revolution, poo-pooing it, when it was in the driver's seat. >> it invented it. they put it on the shelf. >> we can remember prodigy and the great great, aol just because you're out front and player, just like kmart came along and walmart was before amazon came along, it is a lesson in humility. >> supermarket chain out of northeast most people never heard of, a and p. they controlled 70% of the food of the country. congress wanted to break them up. let the free markets do what you have to do, eventually even amazon will be under some pressure to adapt to a new world. maybe 125 years from now like sears but it will happen. neil: i caught one much your appearances earlier you were saying not indictment of consumer or retail market or

economy slowing down, it is not that? >> it is not that. retail number came out, the headline missed. but if you look in the between the real data, that was just restaurants. that was food. retail itself was, the part they used to reconfigure gdp came in stronger than expected. which means again more evidence this last quarter will be huge. internet though was fastest growing month over month, year-over-year. clothing came back. some things lagging, electronics came back. some things strong faded but the overall consumer is in the drivers seat. they're out there spending money because they have room to spend money, neil. household debt to disposable income numbers are very low compared to prerecession. neil: does the last week jar them though? >> it does jar them. what jars them more than anything else, where president trump has a good argument against the fed, most of the wealth effect the fed tries to create through mechanisms comes

from homeownership. value of homeownership, ability to sell it. the most telling news in last couple weeks, pulte homes reported their number. it was the first year-over-year decline in new orders for the first time. we use the homebuilder index, i will use pulte as a chart on my show because the homebuilder index in top 10 stocks has one homebuilder. pulte will show it how badly the homebuilders have it. the fed needs to pay attention to that, that is the core to the wealth effect this country more than the stock market. neil: you're using a pulte smart in your show? >> as opposed to stock market. neil: can we get a pulte chart? >> if you can see the drop-off, you see how bad it is. neil: by the way these housing issues were going down before what happened last week and in the face of higher rates, they were coughing up more and more. it is interesting. >> it really gets to the core of the consumer.

confidence has to drive this economy. we need to make sure it stays elevated. right now it is though. neil: looking forward to 2:00 p.m. hardest working man in television. charles payne. kicking off a with a few emails. can't wait for his show. that was my wife. "mad dog" mattis so mad he wan out or does the president mad at mad dog and wants him out. he said things about the guy, you have to wonder from the "60 minutes" interview was he saying you have 60 minutes? after this. tly. sounds like a case of analysis paralysis. is there a cure? td ameritrade's trade desk. they can help gut check your strategies and answer all your toughest questions. sounds perfect.

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>> i think he is sort of a democrat if you want to know the truth. general mattis is a good guy. we get along very well. he may leave. at some point everybody leaves. neil: all right but not at all points is the person you're

hinting at maybe leaving, putting a kind of a clock or a timer on him. former deputy assistant secretary of the army, chairman of american defense international, van hipp, joins us right now. was he already telegraphing mad dog is going? >> no, i don't think so. as a democrat we need more harry truman democrats. jean kirkpatrick was a harry truman democrat and look at job she did for president ronald reagan. he talked about the good relationship they have. they had lunch last week. he was also said when asked the question, secretary mattis didn't say anything to him. this all got started when bob woodward's book came out. see what secretary mattis called what bob woodward said about him. he said it was fiction.

i will take secretary matty's word. neil: defense secretary steeped in republican politics, william cohen, former maine senator, republican in bill clinton's administration, vice versa, democrats represented in republican administrations. how important is it for this president in particular to have a mix of blood like that? >> i think it is good. you get great ideas. look, make no mistake it's a burn out job. you get burned out in this job. president obama went through four secretaries of defense. i would say this president, in addition to putting america back to work, his strong suit has been foreign policy you have to go back to the reagan and nixon administrations to find a foreign policy, national security team an a-team of this caliber with pompeo and mattis and john bolton and nikki haley. the challenge is, if one of them leaves, now this case we know tickky haley by the end of the

year, someone important to fill in, step in their shoes immediately, not miss a beat, send the right message to our allies and our foes. what a complex foreign policy situation we've got right now. secretary mattis is headed to vietnam right now. an old foe now working with us, versus china on south china sea issues. i've said it before, it is the most complex foreign policy and national security situation a u.s. president ever faced. thank god we have the a-team in there, if it is important if one does leave we replace them with someone who is a-team caliber. neil: much is made, van, you and i discussed this as well, this president has a lot of turnover in his presidency, and that's true, if you look at collective 20 months in office. if you look at last few months, start of this year, that turnover has gone down measureably. it actually returned to some

normalcy, whatever that is here. i want to get a sense from you, over who is running the foreign policy shots here? is it safe to say mike pompeo over at state doing that or what do you think? >> i think this secretary of state has a real sense of history. he is brilliant. i mean he had the foresight to set up that back channel sale to north korea when he was cia director. look at john bolton. i think this bolton-pompeo team is first rate. it will be so important i think. the president has got a big decision on a u.n. ambassador. nikki haley took what had become a largely zare -- ceremonial position made it effective again. worked effectively with our allies at the u.n. particularly north korea, china, iran. will be important we have someone with gravitas and someone who is an effective communicator at the u.n. neil: sounds like you. would you be interested in that job? >> i enjoy being on the outside. i get to come on here, neil with

you and say what i think and try to create some policy. neil: that is worth the price of admission there. i want to catch you at a weak moment. i want to get your take quickly on saudis promising retribution if we go after them and punish them for whatever happened to this "washington post" journalist. they scored the 110 billion-dollar defense deal last year. just unwinding those positions has been scaring a lot of defense company analysts and investors. this could accelerate. what's your take? >> first of all i think senator rubio is spot on, if it is true there will be consequences but at this point i think we need to take a deep breath. we need to get all the facts. neil: so glad you mentioned it, we do need to get the facts but if it is true what degree do you punish the country for that? they're an ally, an important in the region but if this were true that is pretty heinous. >> unfortunately nobody in that part of the world they will net

get awards from human rights organizations we need to understand that. one thing saudis has done, one of the 11 countries went to the u.n., helped us with iran saying this is state sponsor terrorism. if this is true, there is no question there has to be serious consequences. i think between people like senator rubio on the foreign relations committee and people like john bolton, we can have the right measure of consequences. there is a report coming out today in the german media, i don't know if you saw that, but khashoggi may have been an actual rogue intelligence agent. who knows. we've got to get to the facts. that is why it is so important. i think the president is doing the right thing sending secretary pompeo to saudi to try to get the facts. let's get all the facts. let's take a deep breath, get all the facts before we undertake anything that would be a consequence to them. neil: van, thank you very much. good catching up with you.

former deputy assistant secretary of the army, van hipp, joining us on this, all the other developments, cabinet personnel. dow is barely budging. interest rates are barely budging. they're waiting on couple of developments, find out with this force investigating within the saudi compound, in turkey, what happened, and then ultimately, to sort out whether it is going to be damaging for our relations. so they're doing this one step at a time, which is probably the way to go, but it won't be immediate. in that absence, markets are holding back. more after this.

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a med supp plan could help pay some of what's left. and this is the only plan of its kind endorsed by aarp. that's the icing on the cake... i love cake. finding the right aarp medicare supplement plan for you could be just a quick call away. so...call. ♪ neil: oak. they call it the left coast, california is blue as blue can be. not all of california. orange county, i don't know if you call it ruby red but safely reliably red. that might be in question this year as democrats hope to make significant inroads. hillary vaughn is following that very, very closely. hillary. reporter: hey, neil, national democrats tell me the path to the house majority beginning here in orange county. they're spending millions of dollars, funneling cash into three seats here in orange county that they're hoping to flip, conservative strong hold in order to turn orange county

blue. one of the most liberal progressive states, some of the candidates in the country are not repeating message of resistance heard from democratic leadership in d.c. one of those democrat, katy porter, she is a law professor. a protege of senator elizabeth warren, she is distancing herself former mentor and rhetoric driven by her fellow calfornian nancy pelosi. porter says she will find ways to work with the president unlike other. >> when i'm on the campaign trail, i don't hear a lot about the same issues that are on political talk shows. folks are not talking about impeachment. they're not talking about kavanaugh. they're talking about the issues that matter in their lives. reporter: one of those issues both candidates say will be on voter's mind trump's tax reform bill. porter says the gop plans helps democrats, it is hurting californians paying way more in higher taxes. and that high tax is not being

subsidized. but republican congresswoman mimi wallers says that same tax plan is scoring big points with businesses and voters in her district and creating jobs. >> my opponent has to appease a good portion of my voters in order to win this election. so she is flip-flopping, telling you whatever she wants to tell you depending on who she is talking to. reporter: another big economic issue here is tariffs. the 45th district has a lot of big tech companies, neil amounts you know in the latest round of tariffs hardware companies were hit pretty hard. porter and walters tell me they're not a fan of these tariffs right now. neil? neil: that's a stinging issue. hillary vaughn, thank you very, very much. great job as always. go to usa today's eliza collins where we stand. i always like to get a update or sentiment read with folks you talk to. the polls go back and forth.

between republicans and democrats heading capitol hill. that pretty changes. what is your sense? >> raise analysts give democrat as edge on winning an edge. it is just an edge. it is not much over 50%. democrats have to flip 23 seats in order to take control of the house which may not seem like a lot in the grand seem of the house but those are seats that had republicans in them for a long time. some of those seats hillary clinton won. but others are competitive are seats that have gone for trump voted red for a long time. neil: so what could change it? i mean, a lot of people looking at market volatility last week, that will be a significant seminal development. what is your sense? >> so the economy and markets are certainly something that previously was a really big help for republicans but interestingly the tax bill which they were talking about over in california, that has not broken through the way republicans had hoped it would. it is still underwater and i'm

not quite sure what that is. republicans are really not quite sure what it is. they're frustrated but you're not seeing republicans run on it in the way they thought they would. but in terms of what would change between now and election day, feels like we have a new cycle every five seconds. i have really no idea what could happen in the next couple weeks. neil: another issue that has been brought up is whether this saudi spillover and chill over if you will accelerates. i know they're still looking into it, what happened to this "washington post" journalist but almost nothing good can come of it and that will spill over. i don't see how that necessarily would translate into our midterms quickly, three weeks from tomorrow but what do you think? >> i think you're right. probably will not break into some of these house districts where it is really about local issues. we're seeing in congress a real bipartisan push on this. but it is interesting of course. president trump today came out

and sort of seemed to side with the saudi government say it could be a rogue killer. neil: on the rogue killer thing, i always think his comments are in the accidental. is he aware of some other info we are not? >> i have no idea. i have no idea. he could be but it does sort of put him on a break not just with democrats on this issue, really bipartisan congress. we saw the foreign affairs committee in the senate all come out on the issue. it depends how it shakes out. again the people that disagree with trump were already disagreeing with trump and already mobilized, i don't know how much that changes anything. neil: the reason why i ask, marco rubio went out of his way to say there should be consequences for this. i'm paraphrasing here and that is without all the data or information coming in what happened to this guy. of course we can't pick and choose our friend in the middle east. it's a pretty risky neighborhood

but much seems to be made of the fact that the president was talking about this last week, if i just shelf a contract that we had with the saudis last week or last year to the tune of $110 billion someone else will pick that up, someone else will benefit and someone else will hook up with the saudis who oddly enough will benefit. did that and will that argument hold? >> he is really speaking to a specific group of people that are benefiting from these johns f they lose the contract it really could hurt them so he is absolutely correct in that but it is on a parallel track of foreign relations and allies and all that and can we be friend with a country that they did something. where marco rubio and senate foreign relations committee taking a strong stand. one is economic argument and one is international and of course they do cross. neil: they do indeed. real quickly your sense who has

got the momentum for the time-being? who is more jazzed to get the polls? anger issues, midterm, usually those most ticked off about something will walk over broken glass and fire to get to those polls. who is in that camp? >> i think democrat women were walking over broken glass and fire from the day president trump was elected. i think that is still absolutely happening. i had a democratic strategist recently tell me, there was a bonfire raging. they basically poured fuel over it with the kavanaugh hearings but it was already there. those people were already showing up. there did get a bump in enthusiasm from republican base voters with this kavanaugh issue but it is not yet clear if that sort of will match that and how many people are jazzed up on each side. we're really looking at the middle, who shows up, those independents, those moderates. are they willing to walk over broken glass. neil: eliza, always good chatting. thank you very much. >> you too.

neil: by the way as eliza and i were chatting saudi arabia discussion we were bringing up, saudi arabia will hold this investment forum anyway. this was getting all the attention, so-called, davos in the desert and bring financial mind and leaders of worldcom to dubai, more to the point where that trip is still on. jpmorgan, blackrock, mastercard, richard branson among those saying we don't want no part of this. we don't want to go to this but a host of others are, 150 speakers from 140 organizations. so the saudis are saying it's still on. come on. more after this. ...

president trump: i just spoke with the king of saudi arabia who denies any knowledge of what took place with regard to, as he said, saudi arabia and citizen. i have asked the secretary of state mike pompeo to immediately get on a plane and go to saudi arabia and go to other places, if necessary, which he probably will. we are going to leave nothing uncovered. neil: the president before he left florida, he and melania touring the damage of hurricane michael spoke to the king, 82 -year-old monarch of the real kingdom is the father of the

saudi crown prince and of course mohammed of whom we are told that the journalist had been saying nasty things saying he is an evolutionary, revolutionary figure in saudi arabia and hence has been back and forth as to whether the conference has something to do with his disappearance and/or killing. we don't know what happened to the washington post columnist. bottom line, president added there might've been roadkill's them all. we do know briefly oil prices spiked on the idea that we could have a little bit of a tiff on her hand and probably more than that if the saudi's join iranians and anti- us steel something that was not deemed out of the question and we got problems. john hofmeister. john, i know things have stabilized in the oil market a little bit but were using going on here? >> well, i think we have a serious geopolitical situation,

neil, will be better proceed one step at a time. the kingdom of saudi arabia does not appreciate speculative media or populist politicians attacking it based upon their own suspicion rather than upon facts. so the president is exactly right to say we got to get to the facts because it is the fact that will help us decide what, if any, steps need to be taken by other nations and i mean other nations, not just us. neil: laissez - you are quite right. don't prejudge and that's a separate issue but let's say the facts invariably to connect the regime with the reporters disappearance and/or murder. then what do we do? you can't just let that go by but do you cancel the defense contracts or what happens?

>> what did we do in the case of russian journalist who had been apparently murdered or linked to the kremlin? what have we done in other countries? it is a serious question but to what extent does the us become the judge of the world? i think the king pointed out very clearly this was a saudi citizen who was in saudi sovereign territory being in the consulate so i think we better be careful. were dealing with a culture and a kingdom that is authoritarian and deeply religious but does not appreciate being picked up on for whatever it does. now, if there is injustice that is covered then yes, we have the right and ability to make a response but let's be clear. if the oil weapon comes into use that is the most destructive weapon we know in modern civilization or the price of oil can determine the outcomes of the economy all over the world

and for some reason if that oil weapon becomes a saudi response and they may get other friends to join them in responding within oil effect the whole world economy could be shaken by a sort of of oil. it comes a time when the iranian sections and supplies are already tight because of the lack of investment over recent years and it comes on the heels of venezuela collapse and libya, who knows, day today so this could come at a bad time. i think we need to get to the facts and take it one step at a time and we need to think of it not just through an american perspective but through saudi perspectives so that reasonable prudent people will the day here. neil: you can't pick and choose your friends. i understand that but i wonder if the prince is worth all the high dealing he gets. he's a big deer and an

evolutionary theory any less of a drive and touché but i'm wondering if are we going overboard here aligning ourselves to him in this renaissance leadership that he is putting in place in saudi arabia? maybe it's not so renaissance or forward taking it all. >> i don't think there's anything about saudi arabia and its commitment to its traditions that is renaissance or revolutionary or even evolutionary. it is a very different culture which most western people cannot comprehend or understand. i respect it for what it is. it is inhabited by people who love their life in saudi arabia. neil: john, always good chatting. john hofmeister, joining us out of houston. saudi arabia has already said it will go ahead with this investment conference, 140

attendees but some big names have dropped out including jp morgan, blackrock or blackstone, i should say, mastercard, and a host of others. let's get to the host of [inaudible] and fox news contributor. robert, good to see a. >> thank you for having me on the one what do you think about this conference? >> it's a tough call but i'm not surprised that the us ceos have decided to pass. if you listen . neil: at all but a good many, the financial and. >> uber, viacom, ford, plus the three largest us financial services ceos at this point and more to come. if you look at what was said over the weekend you hurt senators rubio, flake and graham talk about it donald trump does not do something that it is highly likely there will be vetoproof sanctions i will incorporate what we had. neil: think they're jumping the

gun? >> listen, i think there is always find the facts and a jumping the gun. the reason there is jumping the gun is people want to make a decision next week do i go or do i stay. i actually think the ceos are making the right decision because not going to a conference they can rectify postconference but going to a conference when you know that this is a possibility to be accurate . neil: do we know whether the people are just the big name ceos? >> we know a lot of the speakers are going but it's a threat of retaliation by some of those in saudi arabia i.e., we can spike oil to 400 or if you are not coming we may not allow you to do business here. this is getting out of hand. we have to find the facts. neil: you don't kowtow to that? >> yes, or don't take the risk if you don't know where the facts will end up.

neil: you said the president doesn't want to meet up president where he doesn't know where it could end in - >> three differently. with the present does he sending secretary pompeo and they'll come to a decision what is right or wrong for the us and the senate has to be that independent check and balance and this may be the first time all year they been that independent check amount in a corporate ceo you have to look at your shareholders and you want to be the employer of choice and have a different opinion the discussion being taken. not all the same. it's not writing to me that a public company ceo has decided to say let's wait and let's play it out and let's see where it goes. neil: you know what is odd about that position? i know you're in the democratic community and a good friend of barack obama but did you hold that same standard to the overtures he made to iran? >> though, it is interesting. i was supportive of the iran sanctions mainly because when you get the p1 plus 15 to work

together and we at china and russia in the uk and france and germany all working together there has to be something concrete to that. did i think he went as far - no. i also realized by being when i was running we were in 27 countries bilateral sections are not that strong. neil: in other words, we open up a deal or whatever you think about the agreement and you could argue iran is a pretty liberal player and you are being rightly tough in this case of saudi arabia if there behind the killing or disappearance and it seems like a double standard. >> no, no, i was supportive of fiction. neil: you were supportive of ultimately the deal scored by barack obama? >> i thought it was the best deal to stop nuclear proliferation. because when if there was a country blacklisted by the us we had to abide by that law.

neil: i see what you're saying and i'm not trying to be but is there an inconsistency among liberals and others who chastises and - when in fact they did that - >> when you're running a public company it is not democrat or republican. toughest decision i had to make was i approved mountaintop removal. okay? at that point the epa was approving it so although i believe it was terrible how can i be more onerous than the epa. at the end of the day it is not republican or democrat but you have to take a stance for the big sector and i think at the end of the day the ceos that writing. neil: real quickly, but on the markets - are we out of the woods? >> much more nervous than most people. listen, rising rate environment possibly of higher oil, there is no question inflation is moving up slowly and i'm still a

protectionist environment in china and a deficit that we have no idea how we will resolve. i know everyone is excited about gdp and believe me, i will the government to get out of our way and the economy to the great but the fiscal deficit has increased 1.5% in gdp has increased 1.5% and i'm not surprised those have increased the same amount and now let's see what happens when you don't have tax at 2.0 and you don't have literally what i would say an environment that is as rosy as we have seen so i am nervous. neil: you pointed out that a lot of people put their money in bonn, - >> 4% or 6% after taxes. i'm nervous but i think right now from here to the next 60 days will have incredibly volatility. start with november 6. the question if the house turns to the democrats and we have a split regulatory and public policy environment then it will

be probably at an impasse for the next year going into 2020. neil: wall street typically likes impasses. >> i know people say that but i think wall street likes more certainty. i think they can turn off certainty. if you tell me the fed will only increase two times in the next six months instead of four, i can work with that. neil: interesting. robert, thank you very much. we are following the president in florida with his wife, melania, and will be in the panhandle in southern georgia as well today. they don't ultimately where is going for good reason with a large entourage and they want to be as least disruptive as possible. we follow that after this. welcome to the place where people go to learn about

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neil: question the timing of a lisbon warns the innate test showing some native american in her blood in dna and back to generations but the president hopes she is still considering running in 2020. take a look. [inaudible]. president trump: i hope that she is running. i do not think she would be difficult at all.

she will destroy the country. she will turn our country into venezuela. i don't want to say bad things about her because i hope she wanted people that would get through the process. it will be a long process. neil: let's get a read of that with kaitlyn owens. what do you think? on the timing of senator warren getting this out and i found that fascinating. >> it seems that she has released the dna test result well before the democratic primaries are getting underway and of course you know while everyone is positioning themselves are now. she seems to have wanted to get out in front of the storyline and president trump has made a big deal about her claims she has native american heritage. neil: i've not read the full report on this but it goes back some generation but she can argue that overwhelmingly european descent and some native americans blood in her.

will that be enough to get the president calling her pocahontas? >> already think you're saying republicans spin this that she has a very minute native american heritage. it could be a small as about 11,000th of her blood and the thing is native american heritage. this is one of those things where as little as it sounds both sides are going to take in on it. neil: if you don't like are you still don't like her and if you like her, you still like her. i wonder where she sets up the other perspective 2020 candidates? [inaudible] biden, bernie sanders, those are the more well-known and prominent in the visuals in the party and they could move very fast within hours after the midterm photo taken, what you think? >> i think that is absolutely

right. the cnn poll that came out last week had the ones you mentioned were joe biden was leading and after that we had bernie sanders and kamala harris came before elizabeth warren in terms of favorability among democratic voters. warren is up there and she's not the only one up there and not the only front-runner so it will be a competitive docking. neil: camilla is interesting because moving the california primary gets her an instant and quick delegate hall so that could change the math on this, right? >> that is something to keep in mind in 2014 around this time i don't think anyone foresaw donald trump, the republican nominee so it's looking like there will be a pretty large field of democrats that we have to wait and see how this plays out. as you said, these are front runners headed into the democratic primary.

neil: the number of columnists over the weekend with a liberal but feared democrats could be screwing up again in their zeal and he did for the president that they are setting up another disappointment for themselves and tripping over themselves and going to take a superhard turn left or angry response to the president who they claim is angry and cancel out and who will skate in for another term. >> i think that is a possibility as is a lot of other things. something that is interesting about joe biden. the cnn poll has a matte 32% in terms of 33% of potential democratic voters they think he will be the nominee. joe biden is not a hard-core liberal. he's much more of a moderate democrat but this with that is there's a lot of other liberal democrats on the list and they spread out the liberal vote. with that said the party as a whole is moving left and in terms of the anger that's almost

a given that unless it would be a more surprising than not if this 2020 campaign does not characterized by intense partisan anger with the other side. neil: i agree. i've been around a long time and there's anger in every election and its different types of anger. but anger is a constant. we will see what happened finish up. >> i was going to say going back to elizabeth warren one thing that has emerged if you look at her tweets from today from a dna test she is not positioned herself as a fighter. i think that is something she is doing distinctly from other democrats is the most aggressive one in the room. neil: that would appear. i immediate thought of getting this word out was an example of that. we will watch it closely. kaitlyn, they give. >> thank you. neil: end of history and end of

an era. sears is going away. could that have an impact on that midterms? it was here. i couldn't catch my breath. it was the last song of the night. it felt like my heart was skipping beats.

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neil: a year ago if you talked about the prospect of cbs coming together you would've said that would not happen but it's progressing along nicely and cbs ceo is trying to washington is . reporter: he's putting on the big cell. the cbs ceo said that the combined companies by acquiring at the they can save lives. he's arguing that the combined companies would have or be able to analyze data from both sets of the companies and point to customer habits that could put their health at risk. he says he wants to transform healthcare and costs. >> importantly, healthcare is not a commodity. it can't function effectively with the one-size-fits-all

approach. in creating a more affordable, effective and better health care system i would argue that we need disruptive innovation from within the healthcare system itself. reporter: he is saying that if left unchecked the cost of healthcare could be 20% of our national gdp. right now he says it is 70% or $10,000 for every person. he plans to change the healthcare system in three ways. first, cbs is in 10,000 abilities across the country and the company will ask for access to more care at their stores and clinics. second, company combined customer data. it will symbol the process. craig's worry about this because the amount of health information cbs will get on individuals. third, lower healthcare costs by keeping everything internal. the million-dollar [inaudible] should be completed by the end they are. they had several approval and so they are waiting for 29 states

to go through their approval process. neil. neil: edward, thank you. we are following the market here even though the dow is up 17 and three-quarter points. not all but apple among them, goldman is slowing growth in china could hurt itself. lawrence is on that and much more at the nys a. >> apple shares is capping bigger games that we could see on the doubt. apple stock is down to present at the moment and goldman sachs, rob hall, is warning that apple earnings on the year could fall short down 15% in terms of unit sales in china because of rapidly slowing demand there. apple is coming out with all these bigger phones, the 10r, ten as max and those are big phones that have a popularity here and in china but not ip enough. that could hurt apple's bottom

line. another goldman analyst and this is interesting, david costa, said the selloff that we were seen earlier across all three major averages but now seen with the nasdaq is just about done. he says the fundamentals of the economy and the market are solid so they are telling their clients to get back to those growth stocks. believe it or not, apple is one of those growth stocks. so is microsoft, nike and deer. we have on the market today. more docs are moving up then moving down so this might be a better day when you look at the data than it looks. neil: lauren, thank you. meanwhile, the president weighing in on the likely dooming of sears. take a look. president trump: i would imagine some of those great sites that sears have will be put to good use. it'll be a lot of jobs.

sears has been dying for many years. it's been obviously improperly run for many years and it is a shame. neil: it is an iconic game going away in history, a little more than a year after toys "r" us. follow this closely, strategic resort center. always fun having you. lots of fun for sears and the votaries who love that sears catalog. it was a among the best-selling books ever. and all of a sudden now going away. what happened? >> neil, it's a sad day. what no one is reporting other than you and foxbusiness news is this was a company that was wrecked and broken and was unbreakable. arthur martinez completely turned around and 1990s with the softer side of sears and just build it into a powerhouse.

lampert came and combined kmart and sears as the late great jack fireman said you breed to sick chickens, you lay that eggs. as the president said, that is what lampert did and the vendors in canada are your furious. the vendors were furious about the kmart and pepsi and let me give you a quick comparable. cornell has the best women across canada from the olympics to their hockey team and they had seen sears canada go from british columbia to the maritimes and they win because they are faster, better, smarter. lampert is the comparable loses because he is slower commercially dumber and just doesn't have the work ethic and the comparable is women are the fastest on 72 blades that the

coaches do and lambert is the equivalent of playing i.c.e. hockey in snowshoes or amateur cross-country skis. he doesn't understand the detailed retail. he's not a headquarters and doesn't work it and the people with the great work ethic like canadian men and women and same north america and retailers, to the president's point, to compete with sears are dancing on tables because all of a sudden great sites and you got close to 14 billion in retail coming up we see it as a street liquidation because lampert is a bush league private equity on wall street and not understanding mainstream just like pershing square. neil: what happened here? you could argue that with these characters there was a sense of what is sears? people knew the kenmore products and knew the catalog but much like toys "r" us and kmart when it fell to walmart and walmart

struggles with amazon and who what knows what is down the road but things change and don't take leadership for granted but even quick to caution and is not an indictment on the consumer or economy but do we just seek out different ways health buying that sears isn't tailored for or what? >> neil, is always reported well for long time but the best leaders when regardless of the circumstance. whether mettler or martinez bringing back you look at the retail stock exchange and op price with great leaders are winning. bj's with chris baldwin trading up in burlington, ross, bargain stores are all up in the closeout sears merchandise and macy's great leadership. willard's great leadership. cole's great leadership so the winners with great leadership

and work hard they will win and lambert was an absentee guy and in my professional view it spends stripmining for 15 years and betting on lampert is like betting on the biggest loser in retail and in my view it's a retail historian and cornell we got the most extensive archives and same with ackman leaving penny on death doorstop, don't back on these wall street was the type of equity guys. they're great private equity firms, brookfield out of canada, they constructively rebuilt these great retailers and take them to an even higher level but it is like coaching and men's and women's hockey or hall of fame lacrosse and great leadership like frank blake who turned around home depot and when lambert sold a number of his stores to frank blake initially frank turned two thirds of the back because they were such horrible shape from

deferred maintenance. lampert canceled the sales circulars and paper stores and cut tv and radio advertisement and it's a slow way of killing a great company. shears should be alive today and very viable had it had good leadership. neil: sad. all right, thank you. not you but what is going on. always good talking. you know the stuff we had last week and they said none of your analyst so that one coming but my next guest did. almost to the day. after this. nah. not gonna happen.

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neil: my next guest quoted kipling when giving market analysis and is scary smart but two weeks ago, two weeks go tomorrow technically, he was watching a cell signal, i don't know what technical indicators he uses but be that as it may he

was right on the money. he even knocks himself backward but by saying it wasn't to the minute or day but could have saved you a lot of grief with what you feel about what's going on right now. raymond james chief strategist and jeff, good to have you. >> pleasure. neil: do you know what you did a couple of weeks ago when they were flying high and pouncing on promising more of them - you saw something. do you still see it? >> are short-term trading model flashed the cell signal a week ago and after the close we wrote about it and said traders should sell trading positions and we had no idea . neil: what does that mean? sell trading positions but i didn't understand what that meant. >> if you have s&p exchange index fund and it's more of a trading position like raymond

james stock is a investment position on a trading position. to raise a little cash we do not realize it was pullover into what i would term a mini crash which is what happened on wednesday but absolutely it looks to us like you made it and you have a multi- swinging session between up and down which is usually how bottoms are formed. neil: we have these little mini crashes or that may be too strong a term but i apologize but we cracked out of them almost immediately and we could be doing that again so what are your indicators flushing out? >> they think the bottom is in but i would say just like a heart attack patient does not get right up off the gurney and run the hundred year - you probably need a few sessions of convalescence before the worries are put behind us by another outstanding earnings season. neil: were looking at another

outstanding earnings season on paper which could see it up year-over-year 20% and a slowdown for the momentum of the second and first quarter but strong, nonetheless. i notice the market treats even those who beat kind of recklessly and what are we to make of that? >> i think a lot of people still believe were on a secular bull market. they been fighting it for nine years and the fact of the matter is secular bull market /-slash 16, 18, plus years and there's not many of us left around that scene in 1949 to 1966 or 1982 1982-2,002 bull market. neil: a lot of people forget you can go to many years we don't do much at all and he mentioned the 66 year but i could go from 66 to 82 where you would take that loan to pierce the thousand mark on the dow. 30,000 did they deal with this market and what you see happening?

>> the market peaked in 66 and basically went sideways. well put between the thousand and roughly 600. you made that nominal price low in december 74. but you emerge from that trading range in the summer in august of 82 and started the 82-2,000 and then we went range bound from 2,00022013 we finally emerged from that trading range and started another secular bull market. neil: you mentioned your concern about china and a lot of this is pre- saudi's and whether they get angry with us or we get angry with them but what is your outside the us concert? >> i would have to say geopolitical although looks like that's been toned down with north korea but could still flirt back up. you could have a policy mistake

out of dc and i don't think that will happen but you can have crude oil at 150 or $160 a bale and i don't think that will happen so unless some black swan of comes out of the blind i don't think what the rails is the economy strong and the numbers are strong and earnings are strong and people are under invested. neil: for a secular bull market it goes on how long, already longest on record and you see it doing what? >> i would say it's the longest on record. neil: there are. inflections but you're quite right about that. how much longer do you see going? >> i thank you have another six, seven or eight years left in the think. neil: really? >> yep b1 back to your literary text, young man. very interesting reads on a lot of stuff. i like the way you think and whether someone is right or wrong it's the fact that the research of the time they put into it. you got to hear people. you really have to hear them.

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neil: we are out of a session high so they're worried about escalating or getting nasty with the saudi's and oil is rocketing and they have a funny way of showing. let's go to charlie guest perino in adrian and noel. it's a weird way of reacting if you worried about any of this. >> if you worried about the markets, trump is already if you have noticed he has started the distance move you notice whenever someone or anything he thinks may be in trouble he is calling the feds, local. if you notice that anything - [laughter] , one. [inaudible conversations] >> if there's anything bad he now separated himself from it like hey, i think if they do this they are crazy.

>> he still wants a trade deal. >> but anything in the market if you notice if it goes a dip down in the arrows pointing down he moves himself away from that. >> markets don't react to that necessarily. >> it's the voters. >> if we hit them with tariffs or okay - i'm talking about the voting. >> but he's asking about the market. from a stock trader i'm looking to invest on macroeconomic factors. will not two sections which seems like were not, right? if were not going to if were going to continue to sell the military government it has negligible economic impact so they will not trade off. neil: is it your sense that i find the positions on this people say you got to get tough with the saudi's and not exactly consistent with those that embrace the steel that we used to have with iran. there are inconsistencies, on their?

>> absolutely there are inconsistencies here. the fact that the president seems to be cozying up to bat leaders of that country's and obviously saudi arabia always had a great relationship with that country but russia is a totally different ballgame. he likes to cozy up to put an end . neil: we can't sort our friends out but one of these others that talk about it's okay to score deal with the iranians and that was important and we made better progress but we better not with the saudi's were better not ease up on the saudi's when there are big differences between the two. >> no, there are big differences and we'll see what happens. you should've come out of the gate and made a strong statement condemning what happened. we know the gentlemen often to the embassy and never came back out. there's something very fishy. >> regardless of what happens we are still going to do that deal because if you notice what

president trump said, did the deal with the arms because. neil: it was already done. we can't undo it. robert will, i apologize but do you get a sense that if we get tough with saudi arabia that we could then unmistakably attach that to the crown prince and everything that happened that it gets nasty or to be $400. >> they control a lot of stuff and they control our treasuries and oil and listen. neil: in other words they wouldn't be passive. >> by the way, china could curb us to. neil: but i've heard it explained that china and saudi arabia two different ways of responding. >> but saudi arabia is looking to change its economy and transition to a more technology and they need our capital and banks for that. >> but what happens if if this happened simultaneous you have china and saudi with the oil

market and this is all happening simultaneously will that - >> two major powers out there. in the middle east you take out israel and its koran and iranian and the saudi's and sunnis and shiites and they both, when you go down to it, they both have different type of terrorists invited out. neil: again, we don't know what happened here but i'd be curious if the world was following love with this prince and evolutionary almost renaissance figure in bringing, you know, investment from all over the world and still on this weekend but i'm wondering if he gets praise for simply allowing women to drive. i thought to myself may be - >> he imprisoned all these people including the guy did not . neil: are we concerned that you got to line up with the guy who

might not - >> the fact that were hating someone for congratulations you allow women finally the right to drive, you know. neil: it was a good move. >> it was a good move but the praise has been overdone here. [inaudible conversations] >> but you also look at this from an ally point of view. a lot of people don't know who our allies - we have israel as an ally. >> who do you want to have power in the middle east? saudi's or iranians? you know, you know, they both - it is interesting that they both finance different type of terrorism and both involved with very bad actors. am i missing something by saying that isis had some funding from the saudi's over the - >> is a tricky situation and we need saudi arabia and need allies over there in the middle

east to an extent and that's why we've had this fine line but the bottom line is if we don't strongly condemn and especially the president if he does not strongly condemn these types of killings we know happen . neil: it is time. >> then more countries will see they can get away. neil: killers. >> he said that he - no, no, he said that in his mind that he thought it could be a scenario where there were rogue killers so the press got a hold of rope killers and now the headlines are trumpet things rogue kille killers. neil: stupid thing to say. but we don't know for sure. >> but why go their? with all due respect you go inside and be embassy in a row killer and it sounds absurd. they have to get in - >> but you have to see everyone's involvement. they were on turkey soil. neil: will this escalate into

global tension here? already it's a bad thing when you have - >> i hate to say it but we need each other but they need us and we need them. neil: or the like we need you. [laughter] >> i know you need me a lot for you what have we here. neil: yes, indeed. charles payne, new time, new show, stay with us after this. hey, how's the college visit? you remembered. it's good. does it make the short list? you remembered that too. yeah, i'm afraid so. knowing what's important to you... it's okay. this is what we've been planning for. thanks, bye. that's what's important to us. it's why 7 million investors work with edward jones.

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neil: charles payne wanted me to remind you stokes have been volatile. he will look at a particular issue. that is all he would telegraph to me because he didn't want me to copy him. too late for that. charles, welcome to a market trading day. charles: thank you very much, neil cavuto. i appreciate it. neil: all right, buddy. charles: i'm charles payne. this is "making money". the dow was up over 100 points this is the third rally attempt. this could be the day investors are looking for. can the market fend off all this negativity. first, president trump is in florida taking aerial tour to assess damage caused by hurricane michael. we have to start with this. secretary of state mike pompeo is on his way to saudi arabia. he will meet with saudi king salman. the p