brian sullivan. >> thank you. >> and again, do not miss that special "last call," live from the goldmanean tech conference in miami, tonight, 7:00 p.m. eastern time. brian asked if you know which direction oil or gas is going, let him no, what do the charts say? >> so, we know we have this full round trip, june $65, hit $95, back to $65. i'm in the lower oil camp, along with lower rates and lower dollar. >> what does lower oil mean? >> means the economy is slips down. means that china is still a problem. but it doesn't mean these energy companies, doesn't mean the stocks can't go higher. so, that's sort of the point i was trying to make. >>> coming up, a bevy of stocks kicking off the new year at new highs, but should you buy into the action? we'll turn to the charts to find out which names could keel climb and which are a pair of twos next. don't awhe.gonyer "fast money" is back right after this. ♪♪ ♪♪ ♪♪ the first time you made a sale online with godaddy was also the first time you heard of a town named dinosaur, colorado. we just got an order from dinosaur, colorado. start an easy to

brian sullivan and mary powell, we appreciate your time today. quick programming note, folks. t call tonight life from where brian is now, miami beach. he's going to speak with the ceos of chevron, royal caribbean, and many, many more. that starts at seven pm eastern time tonight. a special addition of last call live from miami. >> still ahead, model behavior. struggling ev maker figure is asking dealerships to its business structure to help boost sluggish sales. we have the key details when power run returns. hi, i'm kevin, and i've lost 152 pounds on golo. i had just left a checkup with my doctor, and i'd weighed in at 345 pounds. my doctor prescribed a weight loss drug, but as soon as i stopped taking the drug, i gained all the weight back and then some. that's when i decided to give golo a try. taking the release supplement, i noticed a change within the first week, and each month the weight just kept coming off. with golo, you can keep the weight off. >>> welcome back to power lunch. a lot brewing on the auto front. today let's get right to it with their philippe bowen who

the ceo mike wirth spoke with brian sullivan last night. >> we are close with the kazakhstan businesseswe have offshore platforms which have been shutdown with the conflict in the middle east. we have had ships attacked in the straits of hormuz. we have ships that transit through the red sea that we work closely with the u.s. navy and other military forces to than sure safe passage of the vessels. the reality of doing business around the world as we face these risks. >> joining me now with more is sky news correspondent who is live in jerusalem where u.s. secretary of state antony blinken is set to touchdown later today. nicole. >> reporter: this will be antony blinken's fourth trip to the region since the war in gaza started. he will be in israel visiting the occupied west bank and six countries across the middle east. it is likely we wilhe will be pushing to the third phase of the war. he will replace it with more targeted operations inside gaza. he will talk about what happens inside gaza the day after the war ends. we heard from the icesraeli defense minister who presented a plan wh

. >>> i am in for brian sullivan.," the two numbers that could make or break the 2024 presidential election, and they have got nothing to do with jobs. >>> if you build it, will they come? the construction industry takes a big bet to find new workers. they may be on the approval of a pickling etf. >>> wall street's golden candidate nikki haley prepares to rake it in from some of

to brian sullivan and the cnbc team collecting all the names to watch here and as you see, brian joins and sara and everybody. we're going to start with energy, but then i have a surprise at the end. we're going to show you all the snox any sector on four or five top pick lists of wall street firms for the year. quick note, it's taken a lot of time, shout out to mike bloom for helping me sort through mountains of e-mails over the past month. it could be a stock or two we missed. this was a massive list. we think this is a good list. to the names on wall street's top picks list and since i cover energy at cnbc, let us start with that sector. all the stocks appearing on at least one top pick list for the year and it's fair to say, guys, that energy is not overall well loved. there are only 23 different energy or energy-related stocks across more than 35 firms we track on any kind of top picks list. the first list is the pure energy stocks, oil and gas companies. you have exxon, chevron. we know that. you have coterra, original f.a.a.n.g., diamondback, civitas, two canadian names, sun cor

i would like to say >>> i am contested brewer in for brian sullivan.iddle east ratchets up significantly. >>> the new king of ev, how china left tesla and u.s. automakers eating dust. >>> bitcoin starts off with a bang, but a parallel investors may want to see. >>> digging a deeper hole, why new york and california could make their financial situation even worse. >>> the last row

. >>> i am come tessa brewer in for brian sullivan. right now on "last call," waiting on powell.d decision looms. what should you be doing with your money? >>> a capitol hill showdown. big tech ceos prepared to square off over child safety online. >>> under fire, a short seller tanks shares of a for-profit college giant. the ceo of that company will join us to respond. >>> cracks in the chip boom? what has amd shares sinking after hours. >>> rest in peace, w

. >>> quick programming note, brian sullivan will be live in miami from the clean tech conference on thursday. he'll have exclusive interviews with key guests like the sun run ceo here on "power lunch" and continuing with chevron and -- chevron ceo and goldman head of oil research on "last call." looking forward to that on thursday, january 4th. ♪ >>> coming up, is this the year of crypto? with an etf on the way, probably. we're seeing some expectations for the bitcoin price to hit anywhere from 60 to -- am i reading this right? $500,000. we'll discuss that one next. >>> a quick power check before we head to break, on the positive side. moderna oppenheimer citing optimism on the drug pipeline. norwegian cruise line, i root for people of the cruise lines. continuing to decline from last week along with the other cruise stocks in the space. that's your power check. we'll be right back. this thing, it's making me get an ice bath again. what do you mean? these straps are mind-blowing! they collect hundreds of data points like hrv and rem sleep, so you know all you need for recovery. and

eastern time with brian sullivan. let's trade it. the s.e.c. statement regarding bitcoin itself seems to be on sort unusual to cast judgment on an asset as opposed to, you know, just approving the etf. >> they have to. and they have to based on how outspoken they have been on this. this is unique. and i think what this does is, it really does open up for the broadening of the asset class. remember, more regulation, to me, means more institutional adoption, and i think a wall of institutional money, whether it's going -- it's a good thing, actually, we're probably in crypto 2.0, 3.0, but think about where we were, especially in early 2001, when you saw risk assets, you saw the mania that was coming with free money and helicopter fed and what not, going straight into tokens. and i think we're in a very different place. but i think as you look at other places, other -- i would call them vehicles for mass adoption, and that obviously is, you know, it's already en masse, move down the curve a little bit. and i think this bodes well for coin base. no

i saw one with brian sullivan. that's not what we're here to talk about.100ish, it sold off,carter's say, the selloff is enough. it can start to reaccelerate to the upside, which means yields go lower. if yields start to go lower, is that going to be further ammunition for the broader market to go higher? so, we'll see. but carter's call on tlt makes a lot of sense. >> and you were in and out of tlt. >> yeah, covered. i would like -- i think i'll get a chance to put it out again. >> japan? >> i was waiting. >> in your acronym. >> i was waiting. >> does that worry you? >> to take a term from guy's generation, i'm not digging the digging on my digs. i'm not going to argue from week-to-week or day-to-day what the price action is going to be. what i'm going to say is, i think that china is priced where it is relatively speaking, because china is viewed as an impaired asset in the late, early earnings of trying to get things corrected, japan being in the early innings of an expansion, change in monetary policy, and corporate oversight. i would still prefer the

brian sullivan joins us on the impact of that decision. we'll be right back. marriage. kids.plause) finally, we can eat. ♪ you know you make me wanna... ♪ and then we looked around and said, "wait a minute, this isn't even our stroller!" (laughter) you live with your parents, but you own a house in the metaverse? mm-hmm. cool! i don't get it. here's to getting financially ready for anything. and here's to being single and ready to mingle. who's ready to cha-cha? ( ♪♪ ) a force to be reckon with. no, not you saquon. hm? you! your business bank account with quickbooks money, now earns 5% apy. 5% apy? that's new! yup, that's how you business differently. icy hot. ice works fast. ♪♪ heat makes it last. feel the power of contrast therapy. ♪♪ so you can rise from pain. icy hot. >>> nothing will change in terms of what is currently being exported or what is currently under construction this is just a pause so that we can have an assessment that is rationally based and then apply that assessment to those projects that are in the queue >> that was energy secretary jennifer granholm wi

. >> brian: jake sullivan, eight days before the attack, hes never been a calmer time in the middle eastcaust on the jewish people. there are more drone strikes that will happen, we need to be prepared for that. our military need to know how to combat that, more will happen, protect men and women there. >> brian: here is what blinken said about the middle east, watch. >> i think it is important to note this is incredibly volatile time in the middle east. i would argue we've not seen a situation as dangerous as the one we are facing now since at least 1973 and even before that. >> brian: yom kippur war he is referring to. is that an apt analogy? >> it didn't have to be this way. if biden had not lifted sanctions, they wouldn't have the money. it goes back to iran. >> brian: last two years, funding cut off to this un aid organization and this group providing they say most aid into gaza after the idf moved military there. 12 took part in the october 7 massacre inside of israel, we are predominantly funding this group. >> i know them well. i sat in president trump's office and said we have t

the only other thing i would highlight is the sound bite from the royal caribbean ceo on with brian sullivan, cruises are having a moment, but here's how he describes the consumer. really stuck with me. >> i can tell you that consumer is very healthy and when we -- actually when we poll our customers, we look at credit card data, you know, they're sitting on a lot of wealth a lot of savings, and low credit card balances. we're encouraged by that. but what we have seen is about a 30% increase versus '19 on on board spend. >> very bullish. let's talk about the economy, the jobs report, better than expected. just to review, u.s. employers added 216,000 jobs in the month of december. unemployment rate holds at 3.7%. lael brainard national economic council director and former federal reserve vice chair joins us first on cnbc. it's great to see you, director brainard. welcome. how surprised are you by these strong numbers at this point in the cycle? >> well, i think the data that we saw this morning really confirmed 2023 was a great year for the u.s. economy. the economy entered 2023 with a lot of

. >> let me ask you something, which is -- and brian sullivan said this on friday, if you just look atnkly, in the united states, is a remarkable accomplishment, i think beyond anybody's expectation in terms of how successful we have been at this. and we have done it at a remarkable accelerated speed. i think you'd agree with that. is there any argument that you could come up with that says, you know what, we should fig out how we're doing this, what's the right strategic approach to this, all of that. is there any part of you that says this has gone so fast, so quickly, that a pause of some sort would be necessary? or do you believe a study is even necessary? >> well, let's put some numbers on it, andrew. the fact of the matter is that the united states exported more lng than it has in the history of time in 2023, and natural gas prices actually went down 63%. so the fact that the administration is putting this in economic terms when we all know this was a political decision to appease a part of their political party's base in an election year, that is the real reason why they're doin

last night on "last call," brian sullivan talked to the clean energy conference representatives.o michael wirth said about the future. >> the world will use more oil and gas. >> in five years? >> using more than it is today. we meet demand. we supply demand. we will grow our oil and gas business over the next five years. we will grow renewable fuel and grow hydrogen and carbon capture business. we fled to reduce the emissions from traditional energy which we are doing. at the same time, we invest in new technologies to grow new sources of supply which is demand on all forms of energy continuing to grow. >> wirth said the strength in recent oil output is the largest in the world. shares of chevron falling 17% in 2023 amid the 10% decline in the price of crude. >>> separately, exxonmobil warning investors that it will be taking a $2.5 billion writedown of the california operations. it comes dayrotesaid it would incur a hit of $4 billion largely because of california's energy policies. exxon is related to the operations in santa inez after the 2015 pipeline leak there, it shifted cr

senator dan sullivan did an interview with brian yesterday.under the trump administration iran's reserves were at $4 billion which is low. biden enters office, iran starts pumping oil left and right and now they are at $70 billion because he took his foot off the brake. >> steve: sure. >> carley: so situations like that and what we're facing right now, steve, lead to quotes like this. >> steve: right. in his memoir back in 2014, former defense secretary robert gates said this: i think joe biden has been wrong on nearly every major foreign policy and national security issue over the last four decades. that quote got a lot of coverage then. and it's possible up again and the hope is let's hope he does something right this time. >> yeah, but if past is prologue, we all have to keep our fingered crossed because brian has some examples that are leading a lot of people to be very nervous this morning, brian. >> brian: take a look. bob gaetz looking atoday a possible biden administration and saying that foreign policy is going to be a disaster? he ac

. >> brian: next guest knows about fighting in mideast, senator dan sullivan on the senate armed servicesatement right away, you said we need action. the president needs to order a response that whoever targets our men and women will face full might of our military. you are saying enough with militias, go get iran. >> yes, it is a somber morning, three u.s. servicemembers killed, navy seals killed two weeks ago. the big issue, reestablish d deterrence with regard to iran. broughter context is important. trump administration comes in with strategy after iranians were killing with impunity and reestablished deterrence with massive sanctions in the oil sector. killing soleimani and also launching a peace initiative in the middle east with abraham accord. biden comes in and reverses all of it including the houthi on the terror watch list. here is the result, war, americans killed, biden administration failed. >> brian: making our allies nervous. here is what john kirby side on "the today show" half-hour ago. we are taking a look at what options need to be, the president takes seriously our ob

sullivan. what a lineup. someone should put all their faces on milk cartons. [laughter] >> greg: thank you. hell brianmeade's book signings get better attendance. [laughter] >> greg: but i guess defense secretary really is a dream job since apparently you can do it while you're unconscious. it wasn't until thursday that sullivan finally found out and called the prez. and where was joe? don't ask him unless he has it written on a note card. so to sum up, as the united states entered 2024 while funding two wars, our top defense officials were either mia or out of the loop. meanwhile our president was practicing how to say insurrectionist without swallowing his dentures. so this is unacceptable. america's in a tough neighborhood these days and it's called planet earth. we have iran and its proxies attacking our shipping, the chinese buzzing our planes and a southern border that leaks more than the president in the middle of the night. [laughter] >> greg: we're past the point where we can pretend there isn't something wrong with gramps. we need to get his car keys and the nuclear football and find out who

. >> brian: we are back with a couple stories keeping tabs on today listener up. jake sullivant with thinnes counterparts discuss the ongoing houthi attacks on the shipping in the red sea. suddenly they are not aiming at chinese ships. sullivan's comes amid reports rein in the attacks by the terrorist group. meta ceo mark zuckerberg planning to break silence on anti-semitism on harvard campus. is he suspected to throw his support board of alum. zuckerberg says harvard needs to go back to its roots. >> it needs to return to academic institution. it's not a political one. harvard needs to foster on safe and positive learning environment. >> the idea there is disruptions in classes shouting while people are studying, this is pretty obvious stuff. >> brian: that, of course, wasn't him. zuckerberg will be hosting a zoom call on the matter tonight. all right, lawrence and ainsley, take it away. >> ainsley: thank you, brian. >> lawrence: prominent donor funding over what he calls the school's toxic dei culture calling for the school's resignation. >> ainsley: trustee and presidential

sullivan's meeting with the chinese by the administration. of course, wants china to help stop these attacks from iran's proxy forces see the connection here? >> brianht now we are in talks to possibly leave iraq. we have 2500 troops there at least. they are on the constant attack as of late since the hamas attack on october 7th. should we leave iraq? >> well, the time something very suspicious. you just showed the full screen graph. we have been talking about for a long time. 150 attacks on u.s. forces in iraq and syria. right now does not appear to be the right time to wave the right flag. there is no question the government of iraq is under a lot of pressure from iran. many people iraq is a de facto province now of iran. there is pressure to expel the americans. that would be a big win for the iranians. it's notable going back to the terrorist attack in iran though. biden administration and iran. goes back to the obama administration. of course the iranian nuclear deal and of course robert o'malley the u.s. envoy to iran his security clearance has been pulled. nobody has heard a thing from him in months. >> brian: thank you so much. we do not lea

brian. the fact that they didn't speak for four days. the president didn't know he was out. you would think the president speaking to anthony blinken every day probably multiple times a day jake sullivanltiple times a day. the president not talking with the president ans for days and nobody knew. not a good sign out that long and nobody knows you are missing. >> i thought about that too. joe biden didn't know and he just found out yesterday that he had cancer. you would think if is he working as one of his cabinet members, that he would a be told that for national security purposes but also as a friend. i would want to know. >> steve: right. absolutely. the white house says his job is not in jeopardy. they have complete confidence in this guy. >> brian: should be. >> steve: we dickless. joe biden is no more hot water now because of this. but the pentagon says he will not resign no one working for him has offered to resign. >> ainsley: he also was under anesthesia if you don't notify second in command when you are going under, that's a problem. >> steve: they told that lady who had the flu. let's see what happens. >> put out the statement on december 22nd i'm going under surgery for ca