future was some of our roster of amazing guests, all heterodox thinkers, that would be caught dead on raytheon finance, corporate media. first up, james, powered concert. mm hm . ah ah ah ah, to ethiopia now where authorities, they're demanding that west and mainstream media stop spreading fake knees. they claim there is unbalanced coverage the civil war there and that it's biased towards the rebels fighting the government. people have taken to the streets around the world to support the elected. the fin government rallies have also been held near cnn's los angeles bureau with people demanding the u. s. and it's western allies stop interfering in the war torn country. and he's for a slip report snack from the ftp and capitol the government and people of he, p o p at all of range over the wasted media coverage of what is happening in this country. the more any yes, rebels belonging to the tiguan, a ration on either tpl aid, had been embroiled in a bit helped war, trying to overthrow the democratically elected governments. instead of remaining neutral mainstreamed, western media has chosen to ta

earnings 36% next year relative to the s&p 500 growing earnings at 9% and in the context we like raytheon at 16.5% and we like ge we think it's greater than the whole and the three-part breakup that will take place over the next 12 - 24 months. lauren: is because of the bipartisan infrastructure or the like and for other reasons? >> i like industrials just generally, the supply chain issue, aviation's going to come back in a major way when you look at raytheon and boeing, there's a lot of pent-up demand and headwinds with the supply chain that will be over come in the pent-up demand is going to be phenomenal for 2022 and money tends to flow into those areas the cyclical areas when rates are rising when rates are low people look for the long-duration like tech and they get what they want current earnings like industrials. lauren: kenny i'm going to let you type this out for us. this is my question for you were talking about infrastructure the social infrastructure in the build back better installed we don't have more stimulus and we don't have the consumer spending a lot next year, they ha

was some of our roster of amazing guests, all heterodox thinkers, that wouldn't be caught dead on raytheon finance, corporate media 1st of james howard, concert for oil and gas, many factory electricity, telecom dies locations, all of them now have i a t type of infrastructure connected to the internet. so clearly realizing that it's disruptive potential so that those countries can't ignore it because it threatens national security. is if we take the nato n e u countries, virtually all of them subscribed to certain doctrines and maintains selling but tell us closes they are a cyber army on behalf of a country that's their job. to san it said in then darshawn, in some modern patches sky in here with neath friend live down hand in hand. oh oh, so it goes oh, you're my friend. ah great down a long del leon. not gone on in ah oh, this of the aftermath of gun violence. oh, but i truly believe that we can have our guns. oh, we can do so responsible. it shall get our hearts in. so it goes, oh oh, oh oh oh oh oh, here's how it shakes out. first, there's the shooting. second, the initial t v. news

utx merging with raytheon.ok years to finally accomplish it all, but you're right, jim, and now a buyback that carl just mentioned as well will get go that same route? is it a -- i don't know, from andy trust perspective, probably not. >> no. i do think we can't forget that they put really good people in charge of these divisions. i happen to think that dave getland who's been on our show, has been a remarkable executive. the stock is up almost 50% judy marks, she was the first person who told me her stock should be up more -- she was the one mo said, look, i'm getting on a train and on a plane -- they have a fabulous jim cramer who running the america there is she has done a great job what do i have to do, zoom to sell a giant elevator? i have to get on a plane she was getting on planes when people weren't. >> this booking guidance from southwest was pretty good, depied the worries over the past few days down this morning, but overall, united booking holdings, norwegian all hanging in there, leading the s&p. >

i am tried to get federal contracts for raytheon or boeing with my old pals. it works care that is why they call it the revolving door, because then you have folks like casper, former defense secretary, who worked for raytheon as a lobbyist and then became our defense secretary. raytheon is one of those top companies, and it gets billions of dollars' worth of contracts from the federal government, particularly throughout the war. so i think it has gotten a lot worse in that regard, because you have so few of these companies with tons of money, and they are able to hire these guys and gals right out of service, and they are doing their bidding. host: there is a recent report from the ronald reagan institute about america's confidence in the military, declining confidence according to their survey. i want to ask if you think there may be a connection to that and the state of the spending you report about. in terms of confidence in the military, the level of a great deal of confidence, in 2018, according to the reagan institute, that number was 70%. this year, th

i am tried to get federal contracts for raytheon or boeing with my old pals.is how it works care that is why they call it the revolving door, because then you have folks like casper, former defense secretary, who worked for raytheon as a lobbyist and then became our defense secretary. raytheon is one of those top companies, and it gets billions of dollars' worth of contracts from the federal government, particularly throughout the war. so i think it has gotten a lot worse in that regard, because you have so few of these companies with tons of money, and they are able to hire these guys and gals right out of service, and they are doing their bidding. host: there is a recent report from the ronald reagan institute about america's confidence in the military, declining confidence according to their survey. i want to ask if you think there may be a connection to that and the state of the spending you report about. in terms of confidence in the military, the level of a great deal of confidence, in 2018, according to the reagan institute, that number was 70%. this ye

with some of our roster of amazing guests, all heterodox thinkers, that would be caught dead on raytheon finance, corporate media 1st up, james howard consular stacy. right. james counsellor, welcome to the kaiser report. christmas special year. our 1st guest. how do you feel? i feel whoa, whoa, whoa, and it's a pleasure to be here with you. right. so you are the author of the geography of nowhere, a history of american suburbia and urban development. so let's start with the hell scape that is california. build as a woke utopia, what we've seen on the ground instead, fecal wait inside walks, and mass looting events. what went wrong? gee, so where do you want me to start? well, among other things are simple unwillingness to actually confront truthfully the conditions on the ground that we see around us. and, and, you know, homelessness is obviously a biggie out in california. and i think we confused the whole issue by calling them homeless because mainly their drug addicts and people with mental illness who are in an earlier age in america would be treated in public hospitals and taken ca

with some of our roster of amazing guests, all heterodox thinkers, that would be caught dead out raytheon finance, corporate media. first up, james, howard, consular can a sheep out disdain because the african and engagement equals the trail. when so many find themselves worlds apart, we choose to look for common ground. i mean, you must, it is so delicate and as you want to talk to, we stand together. we'll continue to stand together against russia edi in germany. repeat some of the errors that we doubtless made say no to civilians as chunky daughter about their ability to influence other nations, french u. k. and even latin america and other countries in future them maybe been where to high from, from cycle alone. with members of your household, please, please, please, please. we're going to continue to fight. don't go home, don't you just need to, to do it. russia must not be allowed in germany. i don't want y'all to common leave. it's so short. so didn't l t d enough ation 5 and the yes actually indian ha the enough mrs. guns until sunday. ah, i mean, ah, i'm after it's answer, we're

with some of our roster of amazing guests, all heterodox thinkers, that wouldn't be caught dead on raytheon finance. corporate media, 1st up, james howard concert. joined me every thursday on the alex salmon show. but i'll be speaking to guess of the world politics sport, business. i'm show business. i'll see you then. oh, we'll come back. this is our to international. now in fighting has broken out within the u. s. democratic party, after one of its own senators tipped the balance of the senate by refusing to vote in favor of jo biden's near to trillion dollar bill back better, bill joe mentioned immediately drew fury from the white house. his move is seen as a fatal blow to the president's flagship plan, although apparently not by vitamin himself. do you believe i didn't mention word to you and how did you feel a resolution? not some people think maybe i'm not are industries hold crunch fork. i want to get things done. i still think there's a possibility. can you go back better, john? although biden seemed unfazed, it did pave the way for further rift in american politics with the democra

with some of ross serv, amazing guests, all heterodox thinkers, that wouldn't be caught dead on raytheon financed corporate media. first, james powered counselor. mm hm. with the welcome back. as we mentioned monday here on boom, bust auction houses have had their time in the limelight in 2021. we gave you the details on so the bes record year with total sales of $7300000000.00. the best in it's 277, your history. now more data is out showing that christy sold $7100000000.00 worth of collectibles, while philip saw a record sales of $1200000000.00. bring the total for world big 3 auction houses to over $15000000000.00. experts point out that this highlights the increase in global wealth. we have seen since the onset of the pandemic due to a number of factors including loose monetary policy and record asset prices. in fact, be talked about the increase in interest from f t's and the movement attracting younger collector. and it's not just fine art and then f t that are having a moment as sports trading cards and collectibles are going crazy as well. golden auctions, which specializes in tr

he resisted again and again when members of congress, guys from raytheon pushed him to go to war here, there and everywhere, donald trump resisted that. in washington, above all, they hated him for that. in the end, they impeached him for it. >> one witness put it in the impeachment inquiry, the united states aids ukraine and her people so that we can fight russia over there and we don't have to fight russia here. >> tucker: really? we're going to fight russia here. adam schiff, of course, a dumb person and a partisan democrat. what is so interesting and ought to make you sit up and pay attention, the suddenly partisan republicans are making identical noises. this afternoon senator roger wicker, a sitting republican senator, went on fox news to say we may need to send american troops to ukraine and possibly because this -- and possibly think about the use of nuclear weapons. got that in our back pocket. roger wicker, sitting u.s. senator. nobody laughed at roger wicker. this is so crazy that no one seems aware of how crazy it is. they're all just sitting back and listening to victoria

its elevator business immersed with raytheon.ened even successful ones might take a little while to pan out for shareholders for example, i very much respect the johnson & johnson and general electric for break up into smaller, more rational sectors. the new companies can focus on what they're good at and borrow money in order to take over the respective industries. obviously these are the success stories. over the long term companies that can't change often cease to exist. anyone remember the old typewriter business? it tried to reinvent itself and it failed. now there are probably 40 years of people who never remember smith corona you shipped the film off to kodak in new york and then you get it back. that company diversified into pharma but they didn't address the core decline and, boom, got them nowhere. the great reinventors they're powerful forces of change that constantly remake on the fly not only themselves but sometimes entire society got to consider all the things management can do to transform the whole enterprise and

target is doing very well and instead of amd and nvidia, let's do raytheon technologies why am i doing because i like what i heard today out of boeing. we've got some good china news coming but i would rather play with a more diversified way and you make those changes and then you are diversified. i feel like i'm compelled to make those changes after a day like today next up is peter in oklahoma. >> my name is peter chiles calling from tulsa, oklahoma the companies that i own are apple, scb financial, pioneer international resources, snowflake and molina health care hey, jim, am i diversified >> wow, this is what i'm talking. i'm looking for this kind of portfolio. snowflake, one of the great conference calls, this is data and i don't want to call it data warehouse, but it is a lake warehouse. a lot of sophisticated terms it is a great way to store your data apple we know. it is terrific pioneer is one of the three that i'm recommending and pioneer and i like and silicon valley bank and molina is a terrific company but i would replace that with centine. financial, oil, data and the gre

we have components in there like boeing, you have components that are perhaps much better like a raytheond i pick stocks, you know, specific stocks. i like honeywell, but these to me are not undervalued at this point with rates going the way they will. i would like to see them stabilize a little bit you know, the industrial etf is about 38 tilmes trailing, only 2 times forward, but you have to parse through that i haven't been in it for a while, and i haven't missed it but i'm looking for a re-entry point as well as other industrials when the market comes down, because they're more predictable cash-flow generators than a lot of other parts of the falet >>in trades coming up next on "halftime." stay with us it's the most joyous time of the year. especially at t-mobile! let's go to dianne. i got the awesome new iphone 13 pro and airpods, and t-mobile is paying for them both! and this is for new and existing customers. upgrade to the iphone 13 pro and airpods both on us. only at t-mobile. ♪♪ ♪♪ ♪♪ reducing our carbon emissions to net zero may be our biggest challenge yet. there's no single a

you about another one that looks like you're doubling down on if you want to use that terminology raytheon it trailed the s&p and i think anybody would take a 20% gain on a given year you're staying with it for 22. why so >> i really like it and when you think of the aerodefense space and the amount of contracts and what happened with a lot of the airline and everything else and manufacturers and orders, you can understand there might have been some weakness here. they have these geared turbo fan engines and they've been investing in for years could be hugely profitable and also 65% of their revenues and profits coming from that aerodispense -- aerodefense side of the business, and i think this one, you know, at 16 times earnings growing those earnings, i think at 15% for the next couple of years, i like it >> you're also trying to buy some things on the dip or underperformers. fedex is down and you have that as a new pick. disney down 14% you have that as a pick and kevin is buying more of disney which i'll talk to him in a second. doc has that, too. why is disney on the list? >> disney i

think of a coca-cola, a raytheon, even walmart on there as you get into slightly more value oriented companies that i think are less exposed to some of the kcyclicality of interest rates. >> karen, do any of those seem to make sense to you to add positioning if inflation takes off, is even hotter than expected on friday or beyond >> was that to me? >> yes, sorry, karen yes. >> okay. so the retail names that i like. >> yeah, some of the retail questions. tim brings up walmart, that could be a good place to go if consumers are more value oriented in the face of higher inflation. >> target is actually my biggest retail position as well as home depot and lowe's that's a little bit more of housing plays but target is my biggest position hasn't been great the last couple of weeks, although it's had a very, very good year i actually bought a little footlocker today i cannot believe how cheap it is you know, it's crazy cheap but, you know, clearly there's some headwinds to the business but still ridiculously cheap and then i own capri that had a nice run recently that's sort of my retail exp

long-term upside there's interesting names in boeing's supply chain, many of which we recommended raytheonhappening in the private jet market is really interesting we've had textron as a top pick. the pandemic brought a lot of new people into the market, tight supply and demand there. >> yeah, i bring the kids down to tweterboro to watch the planes >>> let me ask you a broader question about boeing. i'm sure you have talked with management a number of times the perception to me is that there are -- the company has had issues executing across a number of different aircraft and faced a number of different challenges, and is this a challenge that runs deep and needs a major fix? is that fix underway do you think it is just a chipotle effect where one negative headline kind of leads to more negative headlines but the fundamentals haven't changed? >> yeah. i mean, you know, i think it is somewhere in between those two descriptions it is more complicated and got worse than just one headline for sure, but i don't think it is a situation where the company is completely broken or anything like that

membership it cost did dow because it kicked out pfizer and exxonmobil two of the three stocks and raytheonnd replaced by amgen honeywell and cost a lot with amgen in there instead of pfizer. >> dow underperformed for a decade or so there's a piece on cnbc on the stocks that wall street is bullish on in the dow. nike, consensus there. salesforce goldman sachs in there maybe 2022 is the year for the dow. time now for a cnbc news update with rahel solomon. >> here's what's happening at this hour. actress betty white has died at 99 she had a tv career that won eight emmys. starred in three hits. she was also a regular on many tv game shows including pooshd, match game and $25,000 pyramid president biden commented on her lasting popularity. >> it's a shame. she was a lovely lady. always wonderful. >> always loved betty white. we are so sad about her death. >> 99 years old. my mother would say god love her. incredible. >>> iran said the space launch failed to put the payloads into orbit. >>> and another new year's celebration for you. hong kong ringing in 2022 with the countdown and fans cheerin

so the engine-maker is a unit of raytheon, pratt & whitney.particular jet of course. they're not flying it now. david: you want to see santa's sleigh land on your roof but not a piece of an airplane. that is where i draw the line. lauren: we have this big bowl of reindeer food, we put out tonight, tomorrow night, i'm confused. today is christmas eve eve. so we'll do tomorrow night. david: i haven't even said it to you. merry christmas, lauren. lauren: thank you. we're starting, i'm starting to get in the spirit for a while. this is a tough month. david: it has been a tough month. christmas changes everything. lauren, thank you very much. now this, elon musk is slamming california after moving tesla headquarters to texas. roll tape. >> california used to be the land of opportunity and now it is the, has become, is becoming more so the land of overregulation, overlitigation, overtaxation. >> poop on the sidewalk. >> and scorn. david: we're going to play the full clip coming up. he said a lot more than just that. meanwhile as omicron surges ameri