and making his way to the "squawk" set, a power player in private equity, barry sternlicht will be ourthe rest of the program. >> look at this gentleman. >> good morning, barry. >> "squawk box" will be right back. >>> putting the skids on the winning streak. stocks taking a breather. but what could investors be in for today? get the tools you need before the trade. >>> finding profits. starwood capital ceo barry sternlicht on where he's placing his bets in this recovery. he's our guest host this morning. >> plus earnings alert. ford and eli lilly ready to report this hour. we have the numbers and the instant analysis as the second hour of "squawk box" begins right now. good morning, everybody, and welcome to "squawk box" here on cnbc. i'm becky quick along with joe kernen and andrew ross sorkin. we've been watching the futures this morning. you can see a few red arrows. just a modest decline. the dow futures down by about 14 points. s&p futures off by just over 3. let's get to your morning headlines. yahoo! reporting better than expected profit in its first full quarter under ceo maris