they're hopped up on the tesla of the world and all of that stuff when they should be hopped up on alcoa, which is up 30 something percent in one month, tim i mean this is a mental readjustment in terms of how we regard the market leadership if we are to say technology is no -- the biggest component but not leadership in this market. >> if you think about reflation trades and the dynamics, a normalized 10-year, 175 or 210 or 240, is ultimately a sign of a healthier economy. we know what the gdp numbers are going to be and this is a comeback so what everybody said and chris highlighted the fact we went to 146 intraday on friday and the low on the 10, moved 15 in a seemingly economic headwind environment over the last couple days it's not. but yes, the reddit crowd, whether they're rotating or not, i have no idea what draws them i don't. gamestop when i look at the high multiple tech names, i think that there's -- markets are having a healthy response to what they should do. look at the move higher in rates and banks and weaker in dollar and what it's doing to commodities prices 10% spike

or copper go into i can't blame them if you came into age then, you have no reason to think about alcoa or freeport. what would ever worry about them but the economy is booming now and this is what works during a boom and you have to understand that a boom drives you out of some stocks into the others. i don't care for the oil industry in general. i trust chevron more than any other. i like pioneer natural resources. i can't blame anyone who wants to avoid fossil fuels on prince pill that you have to know why their stocks are roaring here. you need to see these are demand driven, meaning a customer is desperate. then there are infrastructure stocks because we have an infrastructure bill. if you own anything steel, anything that can be used to make steel or move steel or dig holes or take minerals out of the ground, you have a winner. caterpillar is the best bunch. and that acquisition is finally paying off it mining equipment. plus, they make everything you need to build new highways take terrific holds and move a lot of dirt. united rentals has a ton of machines their renting them, hen

just want to ask you do you think that we will continue to see cases like this being brought against alcoa when it comes to these antitrust accusations. i think we will and we're seeing them all over the world and all over the rest of the world and easier to prove claims and so apple might just have to fall into line because of you and other forces around the world certainly we will continue to follow this case closely professor eleanor fox thank you so much for your time and for your insight today thanks a lot major. that's all for now you can catch a boom bust on demand by downloading the portable t.v. out for your apple or android device was here next time and as always don't forget to question more. how should we interpret the recent f.b.i. raid on the home of former trump lawyer rudy giuliani a legitimate investigation into wrongdoing or a strong and very public political warning is trump his former circle and supporters the real target can the average citizen trust the f.b.i. . in this. gun war union one slide yes solves. the rational assaults the. desire for love needs. that the new

do you think that robinhood people know alcoa. do they even use tin foil?it tin foil >> it doesn't really grab the imagination i guess in the same way. >> the imagination doesn't play a role >> the way that dogecoin can you can let your imagination run wild there. >> i was someone speaking about a spac - >> everyone has a spac that's not a big deal. >> you're the only one at this table without spac or one guy with a spac >> only one guy. >> who else has a spac >> carl, no one else had a spac? i was completely let down by this group [ laughter ] >> yeah, if you had been with them maybe eight weeks earlier, it might have been a different picture, but they missed it by that much. to your broader point about what is working this morning, chevron, 3m, nasdaq is down a full percent we haven't quite touched on marriott but the quarter occupancy in u.s., canada, back to the 40s, we started the year in the low 30s they did talk about green shoots in corporate which is interesting. >> they gave the allusion that china is almost back to pre-pandemic levels. i know the

institutions it is now only suitable for demolition of the deliberate destruction of media offices including alcoa fear will not stifle the truth and silence the palestinians the occupiers are well aware that the palestinian version of events exposes the israeli version and their crimes so they are trying to drown out in height the palestinians the. palestinian journalists continue their work and their mission to expose the crimes of the occupiers both here in gaza and in jerusalem and even in the west bank this is war and its brutality is seen by gaza not only in the raids but also in the ruins of houses and buildings which will remain a visible reminder for years to come. human rights lawyer who found ruth a vast cement land a former member of the israeli parliament who served as senior advisor to a previous president shared their thoughts on the escalating situation. all of those forces being used is because a red line has been passed shooting so many rockets into civilian population concentrations is. despicable and murder are something that absolutely no country of course in shooting would ha

just want to ask you do you think that we will continue to see cases like this being brought against alcoa when it comes to these antitrust accusations. i think we will and we're seeing them all over the world and all over the rest of the world and easier to prove claims and so apple might just have to fall into line because of you and other and forces around the world certainly we will continue to follow this case closely professor eleanor fox thank you so much for your time and for your insight today. thank you outrage. that's all for now you can catch a boom box on demand by downloading the portable t.v. out for your apple or android device was here next time and as always don't forget to question more. live. is you'll be via reflection of reality. in a world transformed. what will make you feel safe. isolation little community. are you going the right way or are you being led. by. what is true what's his face lift. in a world corrupted you need to descend. to join us in the depths. aura made in the shallows. the flames because i thought of cause that's your view through the nation but

wanted to ask you do you think that we will continue to see cases like this being brought against alcoa when it comes to these antitrust accusations. i think we will and we're seeing them all over the world and all over the rest of the world it's kind of easier to prove the claims and so apple might just have to fall into line because of you and other and forces around the world certainly we will continue to follow this case closely professor eleanor fox thank you so much for your time and for your insight today. thank you outrage. that's all for now he can catch a boom box on demand by downloading the portable t.v. out for your apple or android device was here next time and as always don't forget to question more. welcome to maximize or what is a survival guide. looking forward to your pets without. yanks this is what happens to pensions in britain delegates you watched as a report. israel media a reflection of reality. in a world transformed. what will make you feel safe from. the isolation full community. are you going the right way or are you being led somewhere. direct. what is tru

just want to ask you do you think that we will continue to see cases like this being brought against alcoa when it comes it is antitrust accusations. i think we will and we're seeing them all over the world and all over the rest of the world the easier to prove claims and so apple might just have to fall into line because you and other and forces around the world certainly will continue to follow this case closely professor eleanor fox thank you so much for your time and for your insight today. thank you at region. that's all for now he can catch us on demand by downloading the portable t.v. out for your apple or android device was here next time and as always don't forget to question more. everyone i'm joined by my old friend mr ellis williams aka mr big you call me and you tell me you said man i've got car shield and it worked one minute you're getting old issues and i know to manufacture one can use both right now i don't want to do stuff with us because of car right so i gave coffee in a cool cover of a very affordable and there was no more contra who was up to the transmission with al

and also in the financials jpmorgan chase truist financial and don't forget alcoa copper stocks lookingstructive we still own those energy look at eog. longer term trend that is happening in energy. there is zero question that the market is sort of reorienting to a higher interest rate environment. i think the risk is higher volatility is the fed late? that is the question people are trying to answer >> it is a lot harder to pay for the long-term earnings when interest rates go up that is the reason we have seen the shift from technology and into gas things like oil and gas and copper stuff dugout of the ground craig johnson of piper sandler craig, we appreciate your study hand in coming on this morning way out there in god's country minneapolis. craig, thank you >> thank you >>> all right. we are just getting started on the big day. when we come back, big money movers of the day. including the latest on square space. hoping for a better day after plunging in the debut. >>> plus, republicans rolling out a new plan for infrastructure taking the hatchet to the president biden $2 trillion

i'll tell you exactly, my most recent purchases have been in freeport mcmarohan, southern copper, alcoatroleum, united parcel service, fedex, those are my most recent purchases and i'm leaving my semiconductor stocks alone, i'm leaving the nvidia, micron, all alone because i do believe them going forward they are going to semiconductors are going to be a commodity. they aren't part of tech anymore liz: great to have you both, smart discussion here, we always love to put you guys together. thanks so much. crude reality, median gas prices speaking above $3 per gallon yesterday. we're starting to see gasoline pullback but the colonial pipeline, yeah, it is coming back online, but why still the lines? we're going to take you live to the colonial terminal end, the end of that huge pipeline, it's in new jersey and we'll find out right there when to expect the crude to be flowing at full capacity again closing bell ringing in 36 minutes the dow charging ahead by 517 points. the s&p stronger by 1.5% at this hour, or 57 points, don't go away. we made usaa insurance for members like martin. an ai

>> i think the opening trade still remains terrific i think the alcoas still are good the freeports oddly are still good the commodity costs for say car companies are going to be gigantic i happen to think that you can keep going back to these stocks. until younger investors have gotten comfortable with them and then rethink the situation walt disney's numbers are going to be fantastic. proctors -- >> meanwhile jim, druckenmiller this morning on squawk talking about the fed asking where they are going through so much effort for 40 points of inflation -- can run an economy hot where no inflation he's going take that chance again. >> i love stan i've known him like 30 years not the usual he's a nice guy. i really like him. >> so most of the time when you say you don't mean it. >> this is not hyper bull. but stan at the end. he said when you have this bubble the person who is hurt is the person at the bottom of the rung and what i this that pal is trying to get us to do is get us back to where we were in terms of unemployment. and then when we get there, he can tighten. i think that this mor

phelps dodge, reynolds metal, alcoa. and that's how you outperform and periodically you add something else, maybe you throw in a steel company, but let's not forget that when you get these periods, you're not thinking about vizio palantir is not on your front burner afubu tv, karl, you're not making an exception for fubu. >> roblox up and really tough comps your point on roblop is-- roblo is so good, but i wonder how quickly the corrections could come, if and when they do. >> that's why cathie wood could be very right. what was down more than ebb else in retail yesterday. home depot and lowe's. they're having a huge spring but a lot of people think they're a beneficiary of lumber, too, and it's not clear that they are but that's the ones that go down when lumber goes down, and i think that with lumber peaking, remember, president biden who does not watch, from my understanding, a lot of tv, like the previous president, he's busy out there, our previous president watched a lot of tv, but if he were to ka call trudeau and

numbers as that has pushed on, the negotiations have pushed on through time you have seen a pullback alcoa down 10% and so is wabash. deere shares are up slightly we will keep an eye on them. that company is reporting this morning an shares up 1% joe. >>> expect states rolling out incentives vaccinated it is the rate of people getting vaccines has dropped shortarply. the seven-day moving rate drops to 1.5 million as of yesterday, 38% of the u.s. population, approximately, fully vaccinated 48% have received one dose that's not enough. that's not enough. let's go after the attention -- this is bizarre for me ohio had $1 million lottery. it generated a pop in the vaccination rate of 28%. new york and maryland following suit they will receive a scratch-off ticket with prices ranges from $20 to $5 million. the prizes, i should say there is a 1 in 9 chance of landing a prize. maryland will award a $40,000 lottery prize each day for the 40 days. culminating in a $400,000 prize on fourth of july. for me, the prize is not ending up on a ventilateor or dying. is it about money? wait i'll do it i'll