conoco phillips, welcome to the show. authorities have clashed with protesters in the french capital, paris over a new security bill that would restrict the right to publish images of police officers on duty. the issue came into focus after footage emerged of police beating up and racially abusing a black music producer. opponents say the law would prevent such images from becoming public and could cover up official misconduct. the streets of central paris filled with protesters. for many, the focus of their opposition is the security bills close $24.00. it makes it a crime to publish a photo or video of a police officer online that could harm that officer. france's government says the clause would shield police from abuse online. critics say is undermined civil liberties and i doubt he will be asleep the ban on recording old video of police not to be able to film what has happened. that is an attack on press freedom by some what's going on in france seems extremely worrying and serious to me. and we kind of let this happ

wells fargo, ge, conoco phillips, simon property, ford, capital one. these stocks are still down 40, 50% from their highs this is not a scenario where the entirety of the s&p 500 is on the 52-week high list you look at small caps breaking above a two-year consolidation period joanne is making a 20-year high right now. nobody is in that market it's 6% of the global market cap in japan right now less than 10%. if you look at an average u.s. investor's portfolio, their japan exposure is like 1% or zero, and you can say the same for continental europe, latin america. china is outperforming the u.s there are opportunities everywhere and you're not paying up the way you were for momentum names and work-from-home names offer the summer the stocks might be up in the last month but i just look arou around, i see nothing but opportunity. the alternative to sitting in cash at 3% inflation you cut your purchase power in half why would anybody be do that that that has a time horizon >> you look at the so-called reopen stocks. boeing is up 52% maybe this plays a lit

among the worst in that group are he ss, contra resources and conoco phillips. >> is it, as james carville once said, "the economy, stupid"? roughly half say the economy is excellent or good and roughly half say it's not. joining us is politico's chief economic correspondent ben white. good to have you with us it is interesting that as many people think the economy is good or more do, than think it's not good surprising >> a little bit, yeah. that's particularly true in these critical swing states, tyler. what's so interesting to me about this election is that joe biden has this very large national lead, something like ten points and could run up a very large popular vote win and still it could come down to the wire in some of these battleground state like pennsylvania, wisconsin, michigan, partly because voters are still split on the economy nationally trump's numbers are not as good on the kmeconomy bu he's still hanging in on the upper midwest states and that gives him a shot to pull off another surprising win tonight. the fact the numbers are tight in the swing states means there could

>> right now for oil conoco phillips they just about to wrap up really their deal i think they're inhe driver's seat again, they can flex their operation as needed depending on pricing. balance sheet great. production great that's number one. number two, eog resources both these companies to me have tremendous acreage in what's key for both is they can make money all the way down to the low 30s, high 20s a lot of other enps cannot make a profit >> last topic the assassination of a top nuclear scientist in iran and the prospect of retaliation, how are you squaring that news and what it could mean for energy? >> well, you know, that was kind of a key coming in with biden administration of how the policy and what they're going to do or how friendly to that again, iran could certainly bring more oil production as suggested they bring more oil production back online so, again, if you have tighter policy against those two, maybe the one affect on oil could be continued scrutiny on those two which would limit what they can produce. so a net benefit for pricing overall. >> yeah. certainly go

and some odd jobs in bricklaying and that was it it was 7 hard monger sperber for good worker card conoco near. the beach is certainly a welcome change for most visitors it distracts them from the problems plaguing the country and as well as economy was already crippled and then the pandemic hit this year it's predicted to fall by another 26 percent thanks to the lock down unemployment continues to rise with no stop in sight that's why is that pinto is happy about the rollback of corona restrictions she can finally get out again and sell her and plan yacht as a type of fried pastry from a stand again. whether the owner of the beach was not just a breath of fresh air that means the whole world in the sky and the stars because you know if this is where you can make a living. it's not a get rich but you can find a way to make up for what you don't have a. fixation is on the beach mean that local vendors can once again put good food on their own tables and maybe even a treat besides. and that's all from us thank you for watching. to the point. clear positions international perspectives. ameri

. >> look, this morning a really great note about bank of america about how safe conoco is they're doing concho deal and nobody cares chevron had a bad number exxon had a bad number carl, we have to move on from the oils >> too depressing. >> energy just barely hanging on to the green and with that all sectors are positive for the moment let's get to bob pisa ni hey, bob >> off of the highs four to one advancing to declining stocks. happy monday, everybody. let's look at the sectors right now. energy started out in the lead and has fallen back. i should note as david noted with the weakness in oil industrials okay and consumer staples and health care holding up and pretty broad rally. tech's lagging a little bit and reits still up and it filed for bankruptcy and they own a number of big malls in the philadelphia area that's getting a little attention today. else where i'm continuing to see a lot of interesting in thematic etfs energy etfs have done well, solar, wind, alternative energy etfs and lithium batteries and the creations people keep buying into these ideas and robotics and robo

the defendants are chevron, exxon, bp, shell, and conoco phillips. these fundsill be used to pay for seawalls and other infrastructure needed to deal with sea level rise. we have some real risk that's going to require some billions and billions of dollars of investment by san francisco on infrastructure if we're going to stop catastrophic loss, so that's what we're looking at. a lot of our developments are occurring along the waterfront. our lawsuit is a part of that. i want to have this abatement fundhat has been created now to ensure that we can fund the infrastructure improvements that we're going to need to ensure that those developments go forward without the threat of sea level rise. scholl: politics in san francisco is funny. there are a lot of really enlightened views. on the other hand, it's probably not enough to prevent the business community from making things even worse right on the waterfront. christensen: we're going to have to adapt. it's going to take that creativity and energy and capital. the question of how do we balance that econ