lee munson, thank you so much, it is great to see you. what a difference an hour make. never boring. liz claman will be back tomorrow. maybe she will have less volatility for you. again major averages all lower once again, briefly going into positive territory. [closing bell rings] but again the dow down 430 at its low. not right now. that is it for "the claman countdown" and me. "kudlow" is coming up next. ♪. larry: hello, folks, welcome to "kudlow," i'm larry kudlow. so opec plus went ahead and slashed two million barrels a day from production despite the pathetic entreats from the biden administration. the president and his minions went begging hat in hand and they got nothing. because of mr. biden's miss begotten unscientific hysterical obsession over climate change, his holy jihad against american fossil fuels we now find

let's trade those names with lee munson good to see you today, lee first up, splunk >> splunk.rd pass, and let me tell you why. cisco offered $20 billion for this earlier this year, and that's, you know, 40% higher than it was -- than it is today. after that, they got some new management in, another pe firm earlier came in with 7.5% stakes and said, oh -- and remember, here's the deal with companies like this. private equity firms like to come in and say, hey, let's get you on a subscription model in the cloud and your valuations will go up, we'll all make money. that's not happening so now we have starboard coming in with 5% activist stake. their focus is more on, let's just cut costs and try to get this thing to go up short-term but they've been around for 19 years, this company, splunk, they're not making a lot of money. it's a highly competitive environment. so, i think for investors to look at this, you're really not investing in this company. you should do all your research on starboard and think, do you want to invest with those guys for me, it's not my cup of tea i thin

lee munson >> up next, elon musk has a message for madison avenue on the eve of his twitter deal.s like dynamic charting and risk-reward analysis help make trading feel effortless and its customizable scans with social sentiment help you find and unlock opportunities in the market with powerful, easy-to-use tools power e*trade makes complex trading easier react to fast-moving markets with dynamic charting and a futures ladder that lets you place, flatten, or reverse orders so you won't miss an opportunity go. go lights. go big city lights. go spotlights. go stadium lights. emerson software helps clean energy become reliable electricity. go “good night.” go boldly. emerson. if you have this... and you get this... you could end up with this... unexpected out-of-pocket costs. so if you're on medicare, or soon to be, consider this. an aarp medicare supplement insurance plan from unitedhealthcare. medicare alone doesn't pay for everything. and what it doesn't pay for, like deductibles and copays, could add up to thousands of dollars. medicare supplement plans help by paying some of wha