carleton: she certainly has.put that money to work, short interests in the fund have fallen by more than half, 9.2%. i don't think you will find a fund rate right now. jack: even kathy would was ahead of the game when it came to snap. she sold off 40% drop. thinking about snap and were generally social media is this an indication the ad market might be blowing up? jack: yes. snap got hammered, fell 43% tuesday alone. people don't know the messaging surface where jen theers exchange videos the disappear after a short while. if you are sensitive to inappropriate images do not look at a stock chart of snap. it is trading below its 2017 ipo price. the company has doubled users and tripled revenue per user and gone from burning cash to generating cash, guidance was given a month ago that advertising deteriorated. the economy, inflation, supply chain with russia, facebook had a warning in february, the question is how far it could spread. one analyst set of companies pull back on their ad budget they will take money fr

carleton: there are weird things going on. if you look at home depot, toward the professional project, more do-it-yourself, lowe's, home depot people are counting our backlog of projects but when you look at decker's and footlocker, going crazy over boots still and we are seeing weird nuances in the market, that is what we are paying attention to next week as we see these other retailers like macy's, costco, the dollar store, but especially dick's sporting-goods. i'm curious to see if they will continue the trend we saw the past week. jack: that will be fascinating. jack, i've got to pat you on the back, you wrote that the company then known as cvs looks attractive compared to netflix. warren buffett was reading your stuff. a bunch of money into paramount. jack: you are welcome for that. i think buffett is making a bet that traditional distribution of shows and movies on television and in theaters is more valuable than investors are giving credit for. that is something paramount has been arguing for years gunite - nice to take

carleton: you might look at amazon. the outlook for etsy, pulling back on discretion a spending when looking at the possibility of a recession. amazon is not just e-commerce business but also media business at a web service business which gets people excited and is not recognized by the market. jack: natural gas, 14 year high, texas crude way over $100 a barrel. you say it is not too late to invest in energy. tell me about that. andrew: energy stocks are the best performers in the market, the companies are gushing cash and evaluations are reasonable considering the outlook. if we get a repeat of the inflationary 70s we could have a long-running energy. jack: what do you like? jack: andrew: ceo warren buffett, the restaurant energy giant in the world and shale, the cheapest of the supermajors of the world trading from 6 times earnings compared to 11 for chevron. i highlight occidental petroleum, another buffett purchase trading 7 times earnings and coattara, energy production company that is gushing profits and paying bi

carleton: businesses are doing well. am i an investor? management told you the next few months will be difficult. we know with the fed raising rates tech stocks cannot do so well but if you have a longer time horizon this could be the time to get it. jack: during the pandemic, people stopped traveling, used the excess money on stuff like gasoline to throw on the inflation fire, now people are finally getting out. barron writes about why that might benefits and stocks. al: i bought a bed last year that hasn't arrived that i am taking a trip this year. we are going into services, traveling particular. our colleagues looked at the cruise operators and think there's opportunity in those stocks. jack: what stocks stand to benefit? al: royal caribbean, carnival cruise and norwegian cruise lines. jack: sounds interesting but there is a lot of recession talk. if a recession should head a lot of people will decide this isn't the time for a cruise. al: it is a legitimate risk. they have more debt than they used to even though the stocks are beaten

to read more check out this week's addition on barron.com and check out twitter@carleton online, seeiosw york city, this is maria barthet analyzes the week that was and helps position you for the week ahead. i'm maria bartiromo. consumers rocked by record high food and gasoline prices while president biden denies his policies are to blame. steve poshes and andy puzder -- forbes and andy puzder are here. plus, elon musk putting his twitter buyout deal on hold.

to read more check out this week's addition on barron.com and check out twitter@carleton online, see you next week on "barron's roundtable". studiosw york city, this is maria barthet analyzes the week that was and helps position you for the week ahead. i'm maria bartiromo. consumers rocked by record high food and gasoline prices while president biden denies his policies are to blame. steve poshes and andy puzder -- forbes and andy puzder are here. plus, elon musk putting his twitter buyout deal on hold. meanwhile, a new record number of overdose deaths in america, one happening every five minutes with fears growing that it will soon get a lot worse. plus, families are struggling to find baby formula across the country but not illegal migrants at our southern border facilities. senator marsha blackburn sounds off on that. but first, new numbers show inflation hovering near a 40-year high with average gasoline prices now at the highest level in history. president biden says it's not his fault. >> inflation in this country, do you take any responsibility? your policies? >> i think our p

you may also send written comment by usvl to our office, 1 doctor carleton b. good let place, san francisco, california, 94102. and items acted upon today's agenda are on the agenda of june 7th, unless otherwise stated. that completes my initial comments. >> chair peskin: thank you, mr. young. you can please call items 1 through three together. >> clerk: yes, item number 1 is a hearing to consider appointing two members, terms ending july 20, 2024, to the public works commission. we have one seat, one applicant, or two seats and one applicant. and item two, a motion approving or rejecting of lynne newhouse sega for ending with the term of july 2, 2026. and item 3, the city controller appointment for a public works commission for lauren post, with the term ending july 2, 2024. these three items if approved are sent as committee reports. >> chair peskin: thank you, mr. young. colleagues, we previously dealt with some of the proposition b appointments to the streets and sanitation commission. and these three items are appointments to the public works commission pu

. >> he said i will stand one of the wrist carleton, i'm looking at the properties that we are investing. in >> is it still friendship? are things progressing? >> i mean, things are progressing but it's not a full blown dating relationship, you know? it was more, it was still an open -- >> let's see where this goes? >> yes. >> you are not picking out wedding dresses, let's put it that way? >> not at all. >> as the car pulled up to take them to the airport, cindy got a call from -- derek called dread, and i said yes and he said i need to let you know that it looks like he is using other peoples credit cards. >> cindy had the man on speakerphone, derrick was in the room and grab the phone. >> he was just like why do you keep calling, you, know somebody is using my name, this is not me, derrick explained that they kept confusing him with another derrick who was living in the midwest. >> all my bags were downstairs, and the town car is calling up and asking us if we are ready to go. >> cindy wasn't sure what to believe, so she threw caution to the wind and headed to new york. >> the first mo