hess owns 30%. it does represent by far most of the value at hess.iven this project could be producing as much as a million barrels of oil a day within couple of years. i actually spent some time there for my documentary a couple of years ago on exxon. and so was able to visit the operation. you can see me there in that helicopter. yeah, we'll show some of the great video, of course, on the platform as well. it's an enormous operation. it's incredibly important to hess. and therefore it's incredibly important to chevron. what seems to be at issue is the interpretation of this said right of first refusal. to try to sort of narrow it down. basically exxon believes because there's a change in control or at least they perceive a change of control happening at hess, namely chevron buying it, that represents a change of control under their agreement because guyana represents most of the value of hess, hence they would have the right of first refusal to buy the 30% that hess currently owns of that joint of operating venture. the joint-operating agreement in

much of the value of chevron offer for hess was tied to hess' stake in the exxon consortium. >>> chinese fashion giant shein is considering the possibility of switching the initial public offering to london from new york on fears the s.e.c. may not approve the listing. shein was founded in china, but now headquartered in singapore and would have to file with new regulators if it switches to london, hong kong or elsewhere. >>> according to the faa panel of experts, when it comes to safety culture at boeing, there is a quote disconnect with senior management, workers and some who fear retaliation for raising safety or production concerns. the panel adds changes in the safety procedures are leading to confusion among employees. frank, the findings are tied to the congressional order from back in 2020 aimed at reforming how the faa certifies new planes and those two deadly 737 max crashes in 2018 and 2019. >> certainly a continuing story here with boeing trying to recover from major safety issues with planes. silvana, thank you. >>> we have more to come here on "worldwide exchange," that inc

it's the most important asset at hess. >> hess has good relationships with the president of guy annahich doesn't matter. >> it's confidential, this right of first refusal. simply put, exxon seems to believe or believes that a change in control of hess represents a change in control in guyana because that 30% represents so much of the company's overall value. chevron, what i'm hearing and i assume you're hearing the same -- again, we can't see the language. i'm told there is simply no way that's true. the language is not in any way indicative of a change of control in hess, being that it doesn't say that and they've made it clear. the two sides continue to talk about something having to do with this. >> is it possible, david, that exxon wants something in order to go away, that this is a negotiating posture? if they block it, they don't get anything. >> that's exactly right. if, in fact, this were to go to arbitration and an ash straighter were to rule in exxon's favor and say, yes, we agree with this language that it is a change in control, then chevron would walk away. it's not as t

that is why exxon wanted to acquire hess, because of hess's 30% stake in that guyana offshore project. now, exsob said those conversations will continue, and that they owe it to their investors and partners to consider their pre'em shun rights in place under their joint operating agreement. now, to be clear, it is not sure at this time if exxon will make a counterbid, but for right now, they are saying that they have the right to do so. chevron saying it could then delay or possibly cancel their deal to buy hess. melissa? >> all right, pippa, thank you. pippa stevens. that's quite a turn, tim. >> it's quite a turn. it is interesting, because chevron did not really on this deal. >> right. >> this is the most exciting oil exploration site in the world and a place that people are fighting all over yet it wasn't rewarded. if you own chevron here, i don't think the lack of this deal follow-through is alarming, and, in fact, their ability to pay down debt over the last four years and be able to break even, even on their div at around $45 oil is reason alone to buy chevron, but this is a wor

at issue is exxon claims it should have the right of first refusal over the deal with hess because hesss 45% of the venture in guyana. we have the energy and research analyst at truist securities. a wrinkle or a big twist, maybe, but a twist you would imagined the players would have known about, neal. >> good morning, andrew. thanks for having me. you are right. it is very difficult to make a call today whether chevron or exxon will prevail. the terms were signed a decade ago. i don't know if the rights exist. to make the call today will be very difficult. you know, to see which one is exxon stands on here. >> neal, was this jv and the terms widely understood by the investment public or inside the companies or did the lawyers miss it or did they say it was fuzzy and see how far we can go? >> what sounds like what was listed yesterday, chevron and hess said it was clear the terms of the joa,the way they read it. i thought the part i found odd is the timing that lapsed between when this was initially announced and now exxon making a call that there is parts whether the preemptive rights w

i promise we would have a broader conversation, but i want to start with exxon's bid to acquire hess' do you see that being successful if pursued? haag: i don't know whether or not it will be successful but it has the prospect of derailing the transaction. it is not surprising necessarily that they are trying to exercise their right of first refusal but it is somewhat surprising as a former m&a lawyer that this was not addressed up front. this deal is pretty far down the road. exxon coming in and preemptively exercising their right of first refusal should have been something that was foreseen by the lawyers and executives at chevron. katie: chevron is adamant that this will not happen, that the bid will ultimately not go through. zooming out, there has been so much m&a in the sector so far in the past couple months. exxon and pioneer, chevron and hess, and a very aggressive ftc taking shots across industries right now. when it comes to exxon's proposed acquisition of pioneer, how confident are you that will go through? haag: there are real question given the base and concentration in

this hess deal, they didn't pay a premium for it. it's a reasonable deal. >> let's get the headlines now. >>> president biden spoke briefly at the top of the meeting with congressional leaders at the white house that's currently under way. and the president pressed the need for ukraine funding calling it urgent and said it's congress' responsibility to fund the government as leaders face a friday deadline for a partial shutdown. >>> the white house announced the president will meet with members of the teamsters union next month. the scheduled event follows a prior meeting with republican rival donald trump as one of the largest unions remains undecided on who to endorse in 2092 2024 elections. >>> oleg orlov of the human rights group memorial sentenced in moscow today to two and a half years in prison for criticizing the invasion of ukraine by, quote, repeatedly discrediting the russian military and denouncing the war yet again, orlov said in a statement to court he neither regrets anything nor will he repent for anything. brave man.

how did the events unfold after the explosion of kakhovska hess?khovskaya hpp was blown up, i was on a business trip to western ukraine, working there. and for me, this news was comparable to how the war began on february 24. that was exactly what it was for me. it was a tragedy for me. i understood that the region was completely destroyed. if there was any hope that it would somehow recover, somehow it would work, this one hope was gone, and after this news , i usually started calling people and said, you better move, transfer the equipment, if there is anything left, transfer your resources and work in the second place, because it is a huge problem, because watering it with wells, or at all, if the soil is not irrigated, it is salted. it is degrading and remedial measures need to be carried out, of course, i called my friends, asked who was affected, what the situation was, uh, and i was, you know, a little surprised when i called some farmers who had not even heard of such news, then i was the first to tell them, the guys were looking at the dam

hess came back and said, we got no issues. that was late yesterday. we led with yesterday, the dispute between exxon and chevron about a right of first refusal. hess's language was very strong, just saying, no way. no way we're closing this deal. i'm just sorry i'm looking for it right now. we believe the road for preemption provision does not apply to the hess merger due to the structure of the merger. it's a reverse triangular merger, by the way. and as described in the s-4, there's no possible scenario in which exxon or the chinese company that owns the remainder after the 45% exxon, 30% hess, they own the rest of it, could acquire hess's interest in guyana as a result of the transaction. you do see a positive response to that language. we're going to keep an eye on that, though, because it's an interesting one. another one i mentioned yesterday that i'm continuing to keep an eye on because it is in the realm of m&a and some small group of viewers care is endeavor. they reported numbers, fourth quarter full year, 2023 results, $5.960 billion in 202

the crown prince of hesse so. in doing so, he had access to other markets. he was dealing in rare coins and metals and he started to work his up into the world to start to make loans his oldest son. i'm sheldon joins the business and they essentially carve out a niche as the lenders to royalty of hats and of course hess were famous for the mercenary parties that they sold to the english during the american revolution. the hessians who are mentioned in the declaration of independence were mostly sold by the elector of hesse and mayor michel rothschild worked his way up to essentially taking care of his money when the elector had to go into hiding and the elector had this massive fortune and the rothschilds were tasked with not only with hiding it, but with using it to fund the against napoleon and in the first decade of the 1800s, the rothschilds essentially make an enormous amount of so mayor, the family patriarch dies in 1812 and he's a fairly prosper verus merchant when his son nathan dies in 1836. they're one of the richest families in the world. so in th

they have partners, they are arguing over the rights to buy out hess.id they know this before the deal in the first place? lauren: they didn't expect the reaction they got. stuart: due diligence was not. nor-d ash, a service i never used. lauren: if your pet needs a something you can get it delivered same day, partnership with pet supplies plus, same day delivery. stuart: deliver pet food? lauren: they have got stock. stuart: you learn something every day. extraordinary stuff. our next guest is a rising star. three successful restaurants in new york, sitting right next to me in new york city. with inflation causing a problem, some staffing problems may be. are you profitable? all three restaurants profitable. >> all three profitable. stuart: how do you cope with inflation? do you put menu prices up? >> definitely a start to everything. a lot of restaurant owners into business owners, jacking prices up to solve the problem, being creative with it, giving people value in their food. stuart: you are saying your food is so good that it bails you out of any

mike: we closed a deal with hess that is expected midyear. we have a fairly involved ftc information request we are in the midst of now. we will have a company with even stronger production growth further into the future. it will allow us to underpin not only the dividend, but also a strong balance sheet and can and you'd -- continued share repurpose is not only through this decade but well into the next. it takes a strong portfolio for us today and makes it stronger for longer. romaine: looking at the strength of the stock and the balance sheet i am sure you have heard these questions. you plan any other major acquisitions this year? mike: we completed one acquisition last year and we are in the midst of another one. we are always alert to opportunities. but integrating a company in our industry matters. we operate in challenging environments. the work we do needs to be done with precision to keep people safe and protected the environment. integrating two companies together and all of the things that go with that is something we take very se

not getting the growth you're getting in other places, but i think in chevron's case that deal with hess is fantastic. the assets are some of the best in the world on the upstream i like chevron a lot and i like exxon. >> quit thought to you. >> i just think the current rate environment makes a dividend attractiveness of the companies, it has a dampening effect. i think over the longer term you probably want them based on valuation and free cash flow and share buybacks alone but if you're playing the fast money game, which we are, the opportunity cost of investing here and not in growth just makes it tough for you to own them. >> there's a lot more "fast money" to come here is what's coming up next after the break. >>> a new vision or apple. the tech titan unveiling its flagship vr headset, but can the hype live up to its hefty price tag? we'll debate >>> plus, more trouble for tesla. the ev maker recalling more than 2 million cars its second major recall in less than a month so with the stock slumping, is now the time to kick this tesla to the curb? our traders are revved up on this one

>> reporter: hess love nailed his practice dives but was struggling on day one of the competition, ase had a lot of anxiety going into this competition. i don't know why. >> reporter: but she's used to pressure. while cliff diving itself is not yet an olympic sport, for years her only goal was to make it to the olympics on the canadian diving team. >> as soon as i didn't make that olympic team, it was like everything came to light. i was like, oh, my gosh, i've been suffering for a year, and no one knows about it. >> reporter: under crushing stress, at the time she developed an eating disorder. >> i told my family as soon as i opened up about it, it was like i want to get the help. >> reporter: when she occasionally still suffers, she's cheered on by her roughly 4 million tiktok followers, where she has a hashtag brave gang, encouraging others to share their brave stories. today she trains at home in montreal, where she couples ballet, working balance, alignment, and rhythm -- >> all right. only high divers can come up here. >> reporter: -- with time on the very high platform. >> i wa

the first member of the texans to make hess way to canton and later on "early today," we'll be live from vegas with our own jay gray, previewing this weekend's matchup >>> for now, we've got this coming up. the oscars adds its first new category in two decades. >>> but first, what's 30 seconds worth? we have the numbers in 60 seconds. we have the numbers in seconds. ♪♪ this is not just a refill. ♪♪ ♪♪ this is not just a delivery. ♪♪ this is being independent, together. ♪♪ walgreens did you know you waste 200 hours a year handwashing dishes? hun. hun. turning your back on the moments that matter. there's a better option than handwashing. switch to your dishwasher and cascade platinum plus. it uses the power of dawn to thoroughly clean your dishes removing 99% of grease and food residue. so all you have to do is... scrape, load, and you're done! (♪♪) cascade platinum plus. dare to dish differently. >>> so americans are going all out on the super bowl, spending even more for parties on average than for valentine's day, but it's practically a steal compared to what companies are paying for 3

scare king charles diagnosed with cancer we are live outside buckingham palace with the latest on hess treahis treatment. >>> new overnight, we're live in d.c. as house republicans get set to vote. >>> catastrophe in california. historic rainstorms turn deadly as widespread flooding and mudslides force evacuations in los angeles. >>> the headaches for the housing market mortgage rates spiking again for potential house buyers >>> and a whopper of a contest from burger burger kink howking be "early today" starts right now. >> we begin this morning with a shock announcement from buckingham palace. less than 18 months after his coronation, britain's king charles has been diagnosed with cancer the palace is not saying what kind, though let's go live to chapman bell live at buckingham palace. what do we know about the king's condition and reaction to it >> reporter: good morning, frances. there's news coming from buckingham palace yesterday in time to make headlines tide. the king has cancer, one and another, charles is so grateful they caught it early. now this cancer was discovered when ch

would be disappointed if we were just sitting around and not trying to make something good out of hessandit or bandits may hit portland again this year, with an add touch of technology, allowing you at home to download kevin's heart and post it in your community >> i don't think the bandit could have really manifested and become such a sebastymbol of thw beyond portland. it's very sacred >> reporter: with a motto, be a kevin. whether that's to your city, your business or your family >> i'm sure it will continue i have a safe bet it will continue >> sharing love with a valentine'>>> breaking right no a major funding deal is reached on capitol hill. the senate passing a critical $95 billion foreign aid bill. a live report from washington breaking down what it includes and the next

these settlements are completely destroyed, because they are located near the dam of the kokhovskaya hess now the occupiers are hitting those settlements that are located directly on the coast of the dnieper, they consider it a threat to themselves there, that there may be military forces there, there may be forces, so they are now simply all settlements that are on the dnieper, they are bombarded with guided aerial bombs , but to explain the logic, when kamianska sich, this is a protected zone, a natural park, near the village of respublikanets, again, boryslav district, there, besides the kos hordienko landmark. ataman, in fact there is nothing, why a guided aerial bomb flew there , it is not at all clear to me, that is, the occupiers are simply covering the coast with bombs, it is clear, mr. serhiy, we are already recording along the entire front line that they are actively using drones, in particular fivi drones, like yours, if compared with by those arrivals, various projectiles and so on, shelling, as much as the use increased. specifically drones, in particular when explosives are

dock following gering or or yof galant uh following ribbentrop or or isaac herzog following rudolph hess, you would have to have that, but you would also have to have all of those who'd been key to keys organizations like of course the so-called israel defense forces uh like the police and like some of the key ideological science groups, the jewish national fund for example the world science. organization, all these people would have to go through reeducation, the the rest would not necessarily have to go through that process and that of course was a process which didn't go very well in the end, it wasn't very thorough going, the americans did better with it than did the british and the french didn't care, and of course they they rehabilitated some of the nazis to become nato officers etc. the soviets did better than the british and the french to as you might expect, but that wasn't was a process which in the end uh was was curtailed. by the move to the cold war and so they so effectively what happened in the case for example in the uk there thousands and thousands of ukrainian nazis who

you might have expected, given these events >> hey, mike, it's david just want to come back to the hessment exxonmobil will be your partner in guyana, which is a very important part of the overall deal, certainly an asset for hess darren woods was a guest on "squawk box. i'm curious to get your take as well these bellicose statements from venezuela, some concern there in terms of would they ever try to move on guyana, a country of a million people, and take control of the oil what are your thoughts on that and/or the risk it -- >> we partner with exxon in many places around the world. also, there's a chinese company that is a partner in the guyana project. so, the country is actually important to both the united states and china as you've got large investors -- >> well, we lost him >> we lost him oh go ahead all right. >> we're listening i can't hear mike wirth. >> all right, well, that's -- mike, i think, is coming from a golf tournament, where i think his wife is going to be invited. tremendous golfer. david, one thing, when you mentioned the guyana situation, is that the type of the

dock following gering or or yof galant uh following ribbentrop or or isaac hertsog following rudolph hesse to have that but you would also have to have all those who'd been key to key zinest organizations like of course the so-called israel defense forces uh like the police and like some of the key ideological signs the jewish national fund for example the world science organization all these people would have to go through reeducation the the rest would not necessarily have to go through. that process and that of course was a process which didn't go very well in the end, it wasn't very thorough going, the americans did better with it than did the british and the french didn't care, and of course they they they rehabilitated some of the nazis to become nato officers etc. the soviets did um better that than the british and the french too as you might expect, but that wasn't was a process which in the end uh was was curtailed by the move to the cold war and so they so effectively what happened in the case example, in the uk, there thousands and thousands of ukrainian nazis who were brought

was doing some research, and there was a letter, but there was a documentary statement by commandant hessll, "i was just doing my duty." ha. it's just so grotesque. "i was just doing my duty. "i was doing what..." "it was goebbels who was to blame. "hitler was to blame. "himmler was to blame." but we were all responsible. we turned a blind eye. and it is an immense tragedy. life on any side of a conflict is a tragedy. 0ne child's death is a tragedy on both sides. so, what are we to do? my only feeling is that nicholas winton was right. maybe they should put that as like a big brother peace sign. let us compromise. let's compromise. winton had no sentimentality about it. he didn't want to be regarded as a hero. he just hoped that we would learn from it. you don't think we have, is what i'm gathering from that conversation? well, i do. i think we can have. i mean, fortunately, i've been around a long time. so, i remember the end of the war. and i remember standing in trafalgar square with cnd, campaign for nuclear disarmament, november1961. and bertrand russell was standing there with a mic

moved closer to the river, ingul, and started to grow there, and after the explosion of kokhovskaya hess loses vegetables there, for me it was more... painful that a person suffers twice in a year, and from the same event, from the war, er, of course, i i try to support and visit such people more often , ah, usually people who are doing well, i understand that they will manage, i visit them less often, people who i understand that they may make mistakes or not cope, stop by more often, and... visited them more often, gave recommendations, thank god, it was possible to get out of this crisis situation a little, but, as they say, nerve cells do not regenerate, so many farmers, they just turn gray. stories of farms in southern ukraine. today we visited several farmers and saw the conditions in the fields. what is happening with the vegetable storages, they are simply destroyed, and such destroyed vegetable storages from kherson to mykolaiv, and well, how i know many people who suffered, who lost their vegetable storage, but today we were at ivan's, saw his events, there are dozens of people

jyrki, strong, practical, what should you pay attention to when buying a used hess?tically no examples of living cars left before 2005. let's start our review with the body. there is no need to be afraid of repainted elements. repainting does not mean that the car has been in an accident. the fact is that after updating the model, the koreans switched to water-soluble paint, and the thickness of the paintwork became about 80 microns. varnish from plastic elements, such as bumpers and handles. it came off even after running for 1000 km, but the body turned out to be quite durable, and it was its reliability that at one time became the calling card of the model. this specimen is almost 17 years old, but it still holds up well, although age is taking its toll. corrosion primarily affects the edges of the doors, sills and rear arches. as for optics, the headlights begin to become cloudy at mileage of 105. the interior of the car is one of its strong points, the fabric trim begins to wear out no earlier than 3000 km, there is even a block for an umbrella and gloves, posit

>> we closed the deal with hess which is expected midyear.ly involved ftc information request that we're in the midst of right now. we will have a company that has even stronger production growth further into the future. it will allow us to underpin not only the dividend but also a strong balance sheet and continue to share repurchases. not only through the balance of this decade but well into the next. it takes a strong portfolio for us today and makes it stronger for longer. >> looking at the strength of the balance sheet, i'm sure you've heard the questions, do you plan any other major acquisitions this year? >> we have just completed one acquisition last year. we're in the midst of another one. we're always on alert to opportunities, but integrating a company in our industry matters. we operate in challenging environments, the work we do needs to be done with precision to protect the environment. integrating two companies together and all the things that go with that are something we take very seriously. we've got our hands full right now

still ahead, a san francisco legend gets a day of hess own. why number 24 is be honored across the city today. >>> and our microclimate weather coverage isn't over. tough driving conditions in the sierra. rain in the bay area usually means snow in the mountains. we'll show you how bad the highways are. >>> your morning commute likely to encounter more rain at times, a chance of isolated thunder and two leading candidates for senate. two very different visions for california. steve garvey, the leading republican, is too conservative for california. he voted for trump twice and supported republicans for years, including far right conservatives. adam schiff, the leading democrat, defended democracy against trump and the insurrectionists. he helped build affordable housing, lower drug costs, and bring good jobs back home. the choice is clear. i'm adam schiff, and i approve this message. >>> just in, a large portion of an east bay road will be closed through the morning commute because of downed power lines. it is shut down between walnut and march

always find something to give to your loved ones, especially during the holiday sales, for example, a hesscation. witness, here is proof of who you look like, dirty, covered in fur and stinking, this dog is shedding, i have nothing to do with it, but i brought the animal to such a state, he will soon be as bald as you will be, oh , listen, and you, forgive me, are not rapunzel, you know that i would ask you not to call me all sorts of jewish names, here you go, boris borisovich, official statement, be healthy, paper is covered in wool, it’s gnezdilov who is already molting, he’s so bald , listen, you, this is it, if not, i would have you, i would have you you're lucky, i'm lucky, otherwise you would... yes, yeah, that is, there won't be a fight, no, well then both are free and don't come to me until you stop shedding, be healthy, boris borisovich, go ahead , hi hi. so what's the stain on our dress? cocktail, very high dose of clafilin, she could have died. yes. yes, the robber turned out to be a rapist. wow, yes. just don’t talk about it to buin, he’ll make trouble about it. well, at least

revenue 41.8 billion is a revenue number were looking like 51.62 billion in their on track to buy hess did increase the dividend but will prices, one issue, regulation and environmental cost. working to take a quick break i'm going to the numbers and we can discuss on the other side. (♪) is bad debt holding you back? ♪ the only limit is the sky ♪ ♪ it's our time ♪ ♪ you don't want to miss it (just a little bit louder) ♪ ♪ it's our time ♪ ♪ you don't want to miss it ♪ ♪ it's your moment in the spotlight ♪ all your ambitions. all in one app. low fixed rates. borrow up to $100k. no fees required. sofi. get your money right®. if your business needs a new application then developers will have to write code. a lot of code. if an application needs to be modernized then you'll need time, resources... and caffeine. if this sounds daunting then use watsonx code assistant ai designed to multiply developer productivity so you can generate code quickly. let's create a more modern foundation for business, with watsonx code assistant. ibm. let's create. here's why you should switch fo to duckduckgo o

exxon buying pioneer for 60 billion and chevron & hess for $50 billion and chevron pdc energy for $8-sized player apa formerly known as apache in a 4.5 billion deal lately. bottom line is there is a big push for production and with these deals it is basically three companies, exxonmobil, chevron and diamondback that rule and run texas' most valuable oil-producing region, all, by the way, in a matter of just a couple of months. now to tyler matheson for a cnbc news update. >>> thank you very much, brian. police say the shooter who was shot and killed at joel olstein's home carried an assault-style rifle with palestine on it. that's according to officials. the shooter also threatened to have a bomb which turned out to be unfounded and two police officers at the church struck and killed the shooter whose 5-year-old son was also critically injured in the chaos. >>> white house national security spokesperson john kirby will be in charge of commun communicating coordinations and the press office. >>> and a nor'easter is expected to hit early tomorrow dumping more than six inches of snow in

pell of, quote, plague pretty pal -- playing political games adding, quote, new york's murder rate is hess than half that of phoenix, arizona, because of the hard work of the nypd and all of our law enforcement partners. it is a slap in the face to them and to the victim in our case to refuse to allow us to seek justice and full accountability for a new yorker's death. the nypd says they're working with the fbi to see if he is connected to other crimes. send it back to you, liz. elizabeth: nate foy, does that mean he could be a serial killer? >> reporter: i can't say that at this point. he has been accused and arrested for stabbing two other people, and after he was brought into custody, he allegedly told police about a string of other crimes, but we don't know that those other crimes ended in death. elizabeth: sorry, nate, to hit you with that question. we appreciate you. thanks for bigging it up. great story, great reporting. >> reporter: thank you. elizabeth: let's welcome townhall.com political ed editor guy guy benson. what do you make of this breaking news that new york judge engeron

we've had a $60 billion deal between exxon and pioneer, a 53 bullion dollar deal between chevron and hessrchasing crown rock and then this morning, diamondback energy and endeavor energy getting together. lisa: the largest pure play operator, in the permian basin. efficiency of scale, layoffs, what is that going to look like? my second question, how much is this going to take out some of the debt and all the different energy companies you see all of these tieups. the third question, what's next? have all the big deals been done? is that the case or do we see more down the pipe? jonathan: the headquarters of both countries are literally a block apart in texas. lisa: i will let midland take that on. jonathan: another cre crisis. equities on the s&p 500, totally unchanged to -- unchanged to kick off the trading week. we are down two basis points. coming up this hour, stuard kaiser of citi. gennadiy goldberg of td securities and republican hopeful nikki haley. we begin with our top stories. stuard kaiser of citi remaining bullish. with very strong growth data as a backdrop, cpi could lead inv