liz ann: no, i don't do anything. romaine: if you are going out to eat or travel or whatever adults do these days, you have a lot less time to do some stuff we did on doors such as watch netflix, play roblox, ride your peloton. is there a case to be made for some of these stay-at-home stocks, that after covid they can actually really grow post-covid? liz ann: i think the case that should be made is that they are not a monolith. one of the stark differences this year that we have seen, even among the big five or the super seven, the largest names, is you are seeing really divergent performance. the vergence in performance is very much tied to the fundamental. so i do not think we can consider whether it is the reopening stocks for the faang stocks or the super seven, whatever categorization you use. i do not think we can view them with a monolithic lens anymore. i think the overarching theme to even within groups like that in terms of what is working and what is not working, has to do with the combination of value. low

well, jason, liz ann, thank you both very much for joining us today.ces hedge funds and ask what he's telling clients to do in the face of extreme geopolitical risk. plus, oil settling way off the highs of the day but prices remain sharply elevated. 'll discuss where crude could be heading next when "closing bell" comes back thanks for coming. now when it comes to a financial plan this broker is your man. let's open your binders to page 188... uh carl, are there different planning options in here? options? plans we can build on our own, or with help from a financial consultant? like schwab does. uhhh... could we adjust our plan... ...yeah, like if we buy a new house? mmmm... and our son just started working. oh! do you offer a complimentary retirement plan for him? as in free? just like schwab. schwab! look forward to planning with schwab. blackrock silver is bringing new life to a historic silver district, the second largest in the silver state of nevada. with multiple recent high grade discoveries, blackrock is well underway on the largest silver exp

the pandemic, inflation, and we're just waiting for another lightning bolt to strike around here, liz annining us. >> nice to see you, liz, thank you. liz: private equity firm apollo global making a bid for tv station operator, are other media deals brewing in the pe sector? charlie is about to break it next dow jones industrials down 356, the russel is down two-thirds of a percent all of these numbers are off the lows of the session, so that's the good news, and this guy on your screen, david meltzer, you know he went bankrupt, lost millions of dollars he made on his own, most of his sates he lost including his mom's house, he managed to fight back and get back on his feet and is now a hugely-successful entrepreneur , best selling author and store pad caster, you've got to hear his success story and how he failed and more importantly, how he got backup again. his story, is my latest everyone talks to liz podcast available on apple, google, spotify everywhere you get your podcast, closing bell 18 minutes away we are coming right back with charlie gasparino. ♪ ♪ wow, we're crunching tons o

liz ann sonders was great on this yesterday. revenue solves problems.ith inflation, you do get revenue. coke number to me, organic revenue at 9%, that is a high level. jonathan: looking forward to catching up with them a little bit later. coca-cola up by more than 1%. it is cpi thursday. futures softer 0.1% on the s&p. on the nasdaq, down 0.2% and -30 points. in the bond market, down almost a basis point, 1.9337% on tens. euro-dollar at 1.1433. kailey: it really feels like stasis across asset classes as we wait for that inflation rate at 8:30 a.m. eastern time. 1982 is what we are thinking in terms of how high this inflation print could be. the month on month number, we are expect and 0.4% gain, down from zero point 5%. how much does that matter to this market? does a hot or cold read have an effect, given how aggressively we have priced federal reserve hikes for the year? jobless claims data also coming out at 8:30 a.m. eastern. you and i were talking about the 23 billion-dollar bond auction coming up at 1:00 p.m. eastern time. after really strong dema

liz ann was on suggesting the same thing it's something to keep an eye on that that is going in the wrong direction. these negative earnings revisions and for those who suggest that at the end of the day the strength in corporate earnings and in growth is going to be able to off set whatever the fed does and what other variables you throw at the market maybe not so much. what do you think? >> well, i think earnings growth is really the key to the market recovering and delivering a positive return this year. so i think that's an important thing to keep an eye on. but if we look at the reasons why we have seen some negative reasons, it's because we're in this period of uncertainty in terms of the omicron impact, supply chains are still a disaster so a lot of these things are contributing to uncertainty for companies that are giving forward guidance so i think to the extent as the year goes on and we get more clarity there, supply chains begin to unwind a bit and if consumers shift their spending patterns as we think they will towards more travel, leisure, services related spending, that sho

. >> all right ernesto, liz anne, thank you both. >> thank you. >>> as we head to break, the top gainersedge, enphase, occidental and defense names like northrop and lockheed basically, energy, clean tech, new energy, and defense leading the charge in what is another down day for the s&p do you have a life insurance policy you no longer need? now you can sell your policy - even a term policy - for an immediate cash payment. we thought we had planned carefully for our retirement. but we quickly realized we needed a way to supplement our income. if you have $100,000 or more of life insurance, you may qualify to sell your policy. don't cancel or let your policy lapse without finding out what it's worth. visit coventrydirect.com to find out if your policy qualifies. or call the number on your screen. coventry direct, redefining insurance. as a small business owner, your bottom line is always top of mind. so start saving with comcast business mobile. flexible data plans mean you can get unlimited data or pay by the gig. all on the most reliable 5g network. with no line activation fees or term

. >> leigh ann, let me end with you. liz cheney is out with a new op-ed and goes into some detail about what the committee is aiming to prove in these public hearings. how she sees the importance of this committee because the committee has come under its own scrutiny. how is she justifying the work that they've done so far? >> that's right, kristen. liz cheney has not only proven herself to be an investigator but a bull dog defending the work of herself and the entire committee. so just less than a week after she was censured by the republican party, the rnc, she's out with this op-ed defending the committee where she says in part that the select committee will demonstrate in hearings later this year no foreign power corrupted america's voting machines and no massive secret fraud changed the election outcome. those two lines are really important because these are two things that former presidents and his supporters continue to say even though they are accurate and false. it sounds like the committee is not only going to deta

number one, because something that is very dangerous, leigh ann, is the rnc calling january 6th legitimate political discourse, then censuring lizrday the responses were sort of coming in. now we're a few days out. are they stand big the rnc? we know there was nothing close to legitimate political discourse, not on the 6th. >> yes, steph. the senate got back into town last night, and i canvassed nearly a dozen republican senators, including most members of republican leadership, about the two actions by the rnc from last friday. this is the last thing that senate republicans want to be talking about, the censuring of liz cheney and adam kinzinger and also calling january 6th legitimate political discourse. out of those dozen, here's just a sampling of what they said. let's listen. >> i talked to ronna, she's a good lady. and the same, she doesn't -- she was talking about things other than violence. i think all of us up here want to talk about moving forward, not backward. >> we've got issues that we should be focusing on besides censuing two members of congress because they have a different opinion. >> they said in the resolutio

liz sherwood- randall is president biden's homeland security advisor. we met with her and anneer, deputy national security advisor for cyber. they told us the administration's infrastructure plans should help secure the grid, but acknowledge the threats are real. >> sherwood-randall: we have physical threats to the grid. we have natural threats to the grid. we have cyber threats to the grid. >> whitaker: neuberger came to the white house from the secretive national security agency, where she battled russian hackers in cyberspace. you said that you've been talking to private utility companies around the country about the potential for a cyber attack. what are you telling them? >> anne neuberger: we're sharing with them some of the context regarding how russia and other countries use cyber in crisis or conflict. we've actively downgraded intelligence. we've taken any information we have about malicious software or tactics that pctal adv how to protecagainst it. that when it comes to the grid, there's nothing like the f.a.a. or the food and drug administration or the securities an

leigh ann, on the same day the rnc passed that resolution to censure liz cheney and adam kinzinger, i want to talk about that. kinzinger was with us earlier today. >> there are members of the republican party probably who have been there for 30 years that are scared to death of the mob excluding them, that they won't even speak up. the rnc deserves every aspect of backlash that is going to come down on it, and this is a defining moment in american politics and in the rnc's future, are you for authoritarianism, against democracy, or are you going to wake up to that slide and come back to actual democracy again? >> leigh ann, maybe this should be a defining moment in terms of american democracy, but what's the reaction on the hill? >> well, there's some fracture among the republican party on how to deal with what happened on january 6th, and we saw over the weekend that, like you said, the rnc decided to take the position of the third of the country, the third of the republican base, i should say, that believes that it was just legitimate political discourse. we see that in the mob squa