i see the fires in california i see global warming i see what's going on and i want you to call lance fritz't want my stuff going anyway other than by trade. >> jim, there is no doubt we're already seeing a deep interest in how union pacific can advance the esg interest of our customers. our environmental footprint is front and center we're so carbon efficient compared to the primary modes of transportation, it's a no brainer to use us if you care about your esg footprint. >> well, one of the things that i thought was interesting was that we always heard that the death of coal was going to be the end of union pacific but the lack of how much diesel you use, how little may be a savior i think that you're right. i think a lot of companies are saying i know we were up at microsoft. microsoft wants suppliers and transporters to use the lowest form of energy and that's union pacific. >> that's exactly right. you got it right the efficiency of our network does a number of things for us one, it's built to be reliable and consistent if we don't have failure costs the second is it means we use the r

>> lennar, reported great numbers but nothing's enough with this crowd and lance fritz, union pacifict a stock, what a group. we got some winners tonight. let's make some money. >> all right, jim, yeah, in the meantime good tuesday morning, everybody. welcome to "squawk on the street." i'm carl quintanilla with david faber. jim is sticking around for part of the hour at least a big hour ahead with an exclusive with speaker pelosi, sta starboard's jeff smith and we will begin with the markets this morning, and for that we'll turn to goldman's chief u.s. equity strategist david kosntin. good to see you. >> good morning, carl, nice to see you. >> it's encouraging reading research from throughout your desks for the past couple of weeks, not just year-end targets but the q3 rebound, employment, consumer spending. i wonder if you can sort of distill the overall message you guys have been sending out for the past month or two. >> well, i believe it's pretty optimistic you want to think about a couple of things. first of all on the economics front look at the super forecasters project from th