joining us tom karsten, karsten advisors, president and chief investment officer. he says weakness in the market will continue. brian frank, frank value fund portfolio manager, will tell investors how to navigate the minefield of high valuations. he has low evaluation stocks you may have not heard of. brian sossi. chief equity strategist. he is being advocated waiting 50% in cash right now. brian, 50% in cash! with inflation if you hold on to the cash very long you're losing money. >> call me brian the bear today. well you have that, earnings season is not living up to expectations. i think companies across many different sectors don't have the type of margin expansion or revenue growth you would expect to pay up because investors being asked to pay up owning stocks. i don't see the financial earnings results for many companies. liz: tom, you are bearish. it is not because of brian's reason, because of earnings. the market have a little expensive here? >> well i think so. it does tie into brian's comments about earnings. we've seen a market really expanded the mult

this is where a half mile wide tornado karsten 80 mi. pass through little rock's of birds. our weather is focused on the heat. and this is not a problem if you have air-conditioning. >> yes it's our extreme weather will put it that way. the matter where you are here's a quick look at where you could be had with a record-breaking temperatures we expect. the column right next to agree to the record-breaking temperatures. the blood is expected for today. 92 it covers that 13 napa physical degrees of from the record. livermore also looking to be awfully close. 86 the forecast ride today. the old record 80 so that could be a record the false this afternoon. gilroy it 96 degrees this afternoon. we have some role there. but it could very well happen. to have that on the list as well. it's going to be have no matter how you cut it. temperatures already on the warm side for some communities. already 62 degrees. if 60 in hayward 62. these bay delta. san francisco downtown dod at 84 degrees. even out of the coast ocean beach in daly city. saturday sunday temperatures coming down isola