is it mike singletary, is it jack lambert, is it ray lewis, butkus. he thinks it is butkus. liz: it is butkus. >> i think, i don't know. liz: guess what charlie, amc earnings after the bell? >> you mean losses. >> ceo adam aron will join us tomorrow. >> will it be losses. liz: tom cruise's "top gun: maverick" on the movie chain. >> i think it is losses. liz: the stock is up 3.25% to 18.81. >> off its highs. liz: nasdaq is the only green on the screen at the moment. it is inching, exiting bear market territory, up nearly 20% since its low back on june 16th. it only needs 107 points to do so, but it is only up, what is it up? can't even see. 42 points. not there, 42 points. joining me now with 3.8 billion in assets under management. david kudlow, mainstay capital management ceo. very tentative trading ahead of the jobs report tomorrow. what are you looking at, what are you buying ahead of it if anything? >> well what we've been doing, liz, we talked about on the show six or seven months ago we were very heavy into cyclicals. specifically commodities. we've taken those position