this is alcoa's revenge? >> i do think it is.o think you have to have a lot of faith that the chinese are going to deliver on their green energy objective i'm a little too cynical for that so, i would rather own free port here, though i'm happy to see an upgrade in interest in metals because we're long and we think the narrative has a long way to go >> you do? what inning -- i love that analogy. so useful. we talked to goldman which right before the decision last week, jeff curry told us he's a secular bowl on a bunch of the metals, including copper he says that's the new oil because it's a key input to the electrification story. >> it's four times the amount of copper goes into electrical vehicle than combustible engine. i think we're probably in the fourth inning. the dollar derailed at the recentrally. we got a pull back i think that was an opportunity for us we went in and bought more palladium and copper plays but the narrative is supportive of a supercycle just from the standpoint of fundamentals, not safe havens. so, we st

i miss driving on the em barcadero freeway, and driving a bit too fast as you came into the alcoa building. absolutely the perfect super elevation. it was one of the best drives in the entire state of california. and like almost all san francises, i'm so glad we made the decision to demolishs the embarcadero freeway. it offers amazing views and has served as a bypass connecting richmond to san mateo counties. and like the embarcadero, the stay of the great highway is facing the same issues today. most greenhouse gas emissions in the transport sector are not from planes or boats, it's have personal driving. and transportation greenhouse emissions have remained flat largely because of increased rates of driving. between 1459 and 2016, the primary metric for transportation performance success was second to delay that cars experience. we didn't look at much of anything else. and this was in direct violation of the city's transit-first policy in 1973. it is not just a roadway. it is also our coastal defense. a problem literally caused by excessive driving. within two years, great highways will

do, be many times we don't josh, you have an interesting one on your list that you like, and it is alcoa. tell me, why is that >> yeah, just purely on technicals you know what this company is. it is literally like caveman technology, but these are the types of stocks that are working right now. i wouldn't buy this at gun point, but fundamentally, but the technicals are outrageously good this is one of the best charts we could find in the russell 2000s. it is a materials name, working its way higher it has plenty of room. even if you go back to just before the brilliance of the trade war started, this was a $60 name and now it has even bigger tail winds than it had during the fake infrastructure bills that were never signed so i like the stock here i think it is going up, and i think you could trail it very easily with that rising 200-day moving average take all of the guesswork out. let the market tell you when you are wrong. the market cap here is only $7.5 billion. while the stock has been trending higher, i still don't think it has truly been rediscovered yet by everybody else >> yeah

alcoa down the same. rio down 3% as well. material stocks are lower on the particular week. >>> now to the top stories that bipartisan group of ten senators working on an infrastructure package say they struck a deal. the plan will cost $1.2 trillion over eight years that is below the $1.7 trillion price tag on president biden's plan the senators plan to help pay for the package by using unspent covid-19 funds and raising revenue by indexing the federal tax on gasoline to account for inflation. it would not include tax increases. g76 is announcing a pledge of 1 billion doses of the covid-19 vaccine. the move comes after president biden vowed to super charge the battle against the virus with the donation of 5:00 million pfizer shots. >>> and a new law aimed at countering foreign sanctions the legislature approving the measure in response to u.s. and european efforts to pressure beijing on human rights, trade and technology under that chinese law, chinese entities and individuals can file lawsuits in courts seeking compensation

we regroup, alcoa comes out. jp morgan will start the bank earnings.o you have any visibility on what earnings look like coming up? sarah: this has been such an the usual time frame, it is very difficult to see earnings visibility. i was looking at some of the bank estimates, and what they come out with our wildly different. some things are more simple to predict then bank earnings, which i think are very tough to predict. but in the scheme of things, i think it is very tough to say we know what earnings are going to be, except that they are going to be higher. the question is how much and for how long. tom: thank you very much. sarah hunt with us, of alpine woods capital, on construction and the view forward. it is one thing to say, bible this, markets that -- to say econo babble this, markets that. lisa: you can't just sit on your hands and wait for something to happen. if someone was in triple leveraged all cash funds, they might have missed out. with respect to the financials, i thought it was really interesting, that jp morgan and jamie dimon came

i have a question about alcoa.a month and a half ago and wondering what i should be doing. >> you ought to sell it. i think it's going to roll over here it's been way up too far up these stocks, these action commodity stocks are coming in so let's do a little selling don't want to give the beginning u up the hyper growth stocks could gain again. >>> shipping complexities that reck shayed across the globe and congested ports with consumer demand i'm talking about a private player working to manage the unknowns and then does your portfolio have what it takes to succeed in this market i'll be the judge of the most popular segment i have am i diversified tonight's calls in tonight's edition of the lightning round stay with cramer that's why i get up in the morning! i have a secret method for remembering all my hr passwords. my boss doesn't remember approving my time off. let's just... find that email. the old way of doing business slo

i've pitted salesforce and service now against the three plays that are getting absolutely killed, alcoag all five names in that 3 to 1 ratio that i mentioned, and i'm taking topics out of the tech side of the trade, which is working, and i'm feeding the side of the trade that isn't working right now because i do think that -- i think this is probably too wig of a selloff -- big of a selloff if we do get even moderate second is half economic growth. and i didn't expect china -- liz: well, yeah, exactly. okay, so i'm getting the feeling both of you aren't totally enamored with the fed. at the moment we're watching it, you guys have to come back. scott kimball, sarge guilfoyle, thank you very much. we've got 37 minutes lefts before we see the closement cryptos slipping today after el salvador's plans to legalize bitcoin hit a new snag with the world bank. coming up, we've got the crypto all-star who helped push el salvador to legalize bitcoin as tender. joining us live, he's stepping out of the high stakes meeting going on in latin american nations right now. what he has to say about the w

swear an oath of allegiance to the leader, to the emir, the commander of the faithful, in this case, alcoal profits of ois, which is what they are up against in the sahel, west africa, mozambique and the drc. , , ., ~ ,., next to poland. poland's archbishop says he and his colleagues feel "great shame and pain" for the child victims of sexual abuse by roman catholic priests. the church has released a report detailing the numbers of children who have been abused by its priests in recent years. the church said it had received 368 reports of child sex abuse between july 1, 2018 and end of 2020. here is the head of the church. translation:... when we listen to the stories of people who have been abused by clergy, we feel great shame, pain and compassion. on the other hand we are grateful and respectful of those who chose to share their harm by revealing their traumatic stories. for many, it is a return to a wound inflicted many decades ago. the numbers in this report come on top of another 600 children whose abuse was documented by the church in 2019. those two reports so far are part of an on

one, bitcoin, you can argue it is gold, or frankly go back to freeport, go back to caterpillar and alcoa, with a number bump, go back to those stocks, which is not what the market was doing last week those stocks cooled off. take a look at caterpillar, one i really focus on, just as kind of an analog, just crushed and we went back to faang and apple, go back to calling it faang, but we were buying the drug stocks furiously, including ones that aren't doing well, so obviously, to me, the market is out of singh, with what paul tudor jones is saying which means wednesday is going to be incredibly dramatic either way they either have a taper tantrum. the market goes down or we have a totally different trade that starts going higher from last week i don't even know whether he knew what he was saying as earthshaking as it was. >> he said that the nasdaq, if the fed, let's say the fed does nothing this week and says nothing and sort of stays the course, he says the nasdaq could go up another 20%. >> boom. >> between now and the end of the year. >> and with the buying >> what he is saying is loo

was an interesting mixture of public health, animal public health and human public health, between alcoalth -- which we now call one health, a big area we are investing in at cdc and globally. i told you, one of my earliest experiences was realizing i needed to up my committed case and game. like, -- mike community -- i needed to up my communications game. you need to know how to communicate what you have done to your audience, or everything i have done is pressing. i worked in cdc public affairs. i felt i was able to bring the science to some of the communications work cdc was doing. i learned so much at the feet of people who really knew communications inside and out. i feel i was really able to shape a more distinctive career that way. even to this day, i'm not afraid to talk to media anymore. i'm not afraid to be in front of the camera. you know what that is like. once you have learned the skill, it is a skill you can apply in many different aspects of your career. dr. yasmin: yes. you have the art of communication down to a fine science and your excellent. i love how eis immerses yo

i miss driving on the em barcadero freeway, and driving a bit too fast as you came into the alcoa building. absolutely the perfect super elevation. it was one of the best drives in the entire state of california. and like almost all san francises, i'm so glad we made the decision to demolishs the embarcadero freeway. it offers amazing views and has served as a bypass connecting richmond to san mateo counties. and like the embarcadero, the stay of the great highway is facing the same issues today. most greenhouse gas emissions in the transport sector are not from planes or boats, it's have personal driving. and transportation greenhouse emissions have remained flat largely because of increased rates of driving. between 1459 and 2016, the primary metric for transportation performance success was second to delay that cars experience. we didn't look at much of anything else. and this was in direct violation of the city's transit-first policy in 1973. it is not just a roadway. it is also our coastal defense. a problem literally caused by excessive driving. within two years, great highways will

i miss driving on the em barcadero freeway, and driving a bit too fast as you came into the alcoa building. absolutely the perfect super elevation. it was one of the best drives in the entire state of california. and like almost all san francises, i'm so glad we made the decision to demolishs the embarcadero freeway. it offers amazing views and has served as a bypass connecting richmond to san mateo counties. and like the embarcadero, the stay of the great highway is facing the same issues today. most greenhouse gas emissions in the transport sector are not from planes or boats, it's have personal driving. and transportation greenhouse emissions have remained flat largely because of increased rates of driving. between 1459 and 2016, the primary metric for transportation performance success was second to delay that cars experience. we didn't look at much of anything else. and this was in direct violation of the city's transit-first policy in 1973. it is not just a roadway. it is also our coastal defense. a problem literally caused by excessive driving. within two years, great highways will