andrew: abby cohen, a strategist for goldman sachs, likes twitter which is anti-tesla. among the major car companies, it has been leased committed to going all in on battery electrics, emphasizing hybrids, it believes the industry won't say, that the internal combustion engine cars will be around longer than people think. carleton: and in the financial sector. jack: one of the better known and best managed investment companies known for target date funds and mutual funds, plan a better stock market this year and a good balance sheet, 4% dividend yield. carleton: looks like some of our strategists have ideas for overseas investment. megan: we are interested in airbus, that duopoly between airbus, they are taking the lead in that narrow body class of jets. they took the afternoon to restructure during the pandemic and are situated well and the european-based company asm l, a dutch company, talked about how semiconductors are going to do well. the lead supplier for those semiconductor manufacturers. if semiconductors are doing well they are needed from electric cars to art

abby joseph cohen will be here. we begin with three think investors ought to be thinking about. stocks marched higher as investors grew optimistic about a soft landing for the economy. a rally may the rally may not last. major lenders can tell us about the health of the economy. having a happy new year so far? electric after 150 lightning named truck of the year. on "barron's roundtable" and, ben levisohn, carleton english and al root. they think they can rain and inflation without tanking the economy. ben: they are saying we can get a soft landing. it would mean recession is avoided, earnings keep going up to the economy is okay as why not? after a miserable 2,022 that is the kind of prediction we are making. jack otter: you don't buy it? ibly17 ben: we are getting a rebound which always happens in january. it has been inverted and inverted for so long that it is sending a signal that has never been an accurate, always proceeds to recession around 9 months and that points to recession later in the year so market is going up right now. there comes a point we hit that recession a