a little bit when on next year. >> marko, great to speak to you always thank you. >> thank you so much >> jpmorgan. guy adami, what's your take? >> i happen to agree cyclicals, financials, resources, right i'm with him on that i think it's going to happen because rates are going to go higher, but if rates go meaningfully higher i think we're going to lose a lot of these high growth, high valuation names. i don't think the cyclicals, resources and energy can hold up the s&p 500. so i'm with him right up until the s&p 500 4700 call. i agree with him on those sectors. i don't necessarily agree with him on the s&p. >> karen, in your portfolio are you worried about any names getting swept up in a rotation if favor falls on cyclicals and growth names -- pro growth, not growth names. >> right. >> what happens with some of the stocks in your portfolio >> well, i'm praying for a rotation, actually, to some of them like, for example, a fedex which has traded poorly. the banks have traded nicely but well off -- not well, somewhat off of their highs so i think they will continue to do better in th

bit of a warning there as to what extent china can allow it to unfold beautifully, if i can borrow marko'sn of phrase >>> up next with supply chains under pressure we will look at and talk to the ceo of digital freight broker trans fix about the company's big plans to gain market share and go public that's right after this. more. it's dignity. the freedom to go where you want, knowing your doctor can watch over your heart. ♪♪ folks the world's first fully autonomous vehicle is almost at the finish line today we're going to fine tune the dynamic braking system whoo, what a ride! i invested in invesco qqq a fund that invests in the innovators of the nasdaq 100 like you you don't have to be a deep learning engineer to help make the world a smarter place does this come in blue? become an agent of innovation with invesco qqq >>> we've been talking about supply chain disruption for over a year and a half with u.s. consumer shifting from goods to services during the pandemic the demand for imports is causing major shipping backlog and now with the holidays fast approaching freight brokers across

florida senator marko rubio mazed what happened as well. he told a trump rally, did you see it? we love what they did. nothing appears to have come out of any fbi investigation of what happened there. no local law enforcement in texas bothered with it either, apparently. there were no consequences for anybody involved in that. this past summer, the bus driver and the other people onboard brought a civil suit against the trump supporters who bragged about doing it online, about running the bus off the road. bragged about hitting a volunteer's vehicle. they filed that lawsuit, a civil case, in june of this year. but i guess that is still the only hope for any resource. otherwise, there have been no consequences, they got praised by trump and rubio. so wendy davis said, incidents like that, where she was targeted, there should have been a red flag, that there was something wrong, a line had been crossed in terms of violence in american politics. trump supporters appeared to be poised for violence. and the lack of law enforcement taking it seriously at all, in fact, the praise for t

marko sensio scoring a hat trick against mallorca.e the top scorers in europe's big five leagues. not such a good night for manchester united, though. the red devils were knocked out of the league by west ham who won in the premier league weekend. a major change in cricket. the game's only lawmaker, the mcc, says it has been to the more gender inclusive batter. that is to reflect the surge in popularity of women's cricket worldwide. that is your minute in sport, rosemary. back to you. >> thank you so much, don. appreciate it. >>> i'm rosemary church. thanks for spending part of your day with me. "early start" is up next. have yourselves a wonderful day. like fading, stretching, and pilling. new woolite has evercare, a first of its kind formula that keeps today's fabrics looking like new. new woolite with evercare listerine® cleans virtually 100%. helping to prevent gum disease and bad breath. never settle for 25%. always go for 100. bring out the bold™ i see you found the snacks. mmm, delicious! i need this recipe. everyone thinks i m

jpmorgan's chief global market strategist marko kalenovik, saying risks are well-flagged and priced in with stock multiples back at post-pandemic lows for many reopening recovering exposures. we see the sell-off as an opportunity to buy the dip , but, you know, all opinions matter, not so fast as market guru bob doll who was here yesterday. >> don't be in a hurry and be a hero. i don't think we go straight backup. i think we've done enough damage we're going to have to rebuild for a while before we have a shot at going back higher, so do your homework during that period liz: okay, but, some of the hottest names in tech that pulled back yesterday, apple, facebook, netflix, down 2 or more percent, amazon down 3%, what are we looking at today and was your big chance yet? is it done? so the question is, what were the most unwarranted sell-offs and is now the time to get in after it kind of rallies back together we have the two great scotts, scott fullman and scott shellady, mr. shellady what were you doing this morning or let me back it up. was this another flash dip and that's it? >> well

. >> what if all you need -- get all the noise out and all you need according to jp morgan marko klon vich, a smart guy, saying the delta wave is receding globally which we haven't talked about 18 minutes in stay pro risk that remained the most important story beginning middle, end and that's all you need. so let's not try and look so hard for something that we don't need. >> well, but, look, school just started. what happens if we see a spike what happens if we see a spike from all the stadiums filled this weekend what happens if we see a spike because of the cold weather? i personally derek i've stopped masking in a lot of place. i got to go to the eagles game this weekend i'm thinks is the risk not risk you've been with my buddy, scott. e-mail my friend tom for the game i usually don't want to go anecdotal. have we asked people to be vaccinated i find things are so uncertain that i sit here and say to myself, mr. market rebellion i want to rebel against the marketway because i want to take a month off. do you think that's wrong? >> pete, seasonally maybe jim is onto something. >> y