why not have nutella, rocky road, we have blue berry. we're not just limiting it to just the classic with salted egg and cheese. >> we try to cook food that you don't normally find from filipino food vendors, like the lichon, for example. it's something that it took years to come up with, to perfect, to get the skin just right, the flavor, and it's one of our most popular dishes, and people love it. this, it's kind of me trying to chase a dream that i had for a long time. when i got tired of the corporate world, i decided that i wanted to give it a try and see if people would actually like our food. i think it's a wonderful opportunity for the filipino culture to shine. everybody keeps saying filipino food is the next big thing. i think it's already big, and to have all of us here together, it's just -- it just blows my mind sometimes that there's so many of us bringing -- bringing filipino food to the city finally. >> i'm alex, the owner of the lumpia company. the food that i create is basically the filipino-american experience. i wasn'

why not have nutella, rocky road, we have blue berry. it to just the classic with salted egg and cheese. >> we try to cook food that you don't normally find from filipino food vendors, like the lichon, for example. it's something that it took years to come up with, to perfect, to get the skin just right, the flavor, and it's one of our most popular dishes, and people love it. this, it's kind of me trying to chase a dream that i had for a long time. when i got tired of the corporate world, i decided that i wanted to give it a try and see if people would actually like our food. i think it's a wonderful opportunity for the filipino culture to shine. everybody keeps saying filipino food is the next big thing. i think it's already big, and to have all of us here together, it's just -- it just blows my mind sometimes that there's so many of us bringing -- bringing filipino food to the city finally. >> i'm alex, the owner of the lumpia company. the food that i create is basically the filipino-american experience. i wasn't a chef to start with,

ht as a china tech meltdown. ut did start on rocky road.keeping a close eye on the chinese tech stocks, mostly still in decline. the tech index trading more than i% decline. the tech index trading more than 1% lower after tumbling over 6% earlier. jaidee .com and alibaba made some gains but they are still down up to 4% this morning. ——jd. down up to 496 this morning. --jd. ~ ,., down up to 496 this morning. --jd. ~ down up to 496 this morning. --jd.�* , , ,_ --jd. at some point presumably bei'ina is --jd. at some point presumably beijing is going _ --jd. at some point presumably beijing is going to _ --jd. at some point presumably beijing is going to have - --jd. at some point presumably beijing is going to have to - beijing is going to have to think, we cannot be so strict without restrictions on covid cases? ., ., . without restrictions on covid cases? ., ., ,,,, cases? you would be surprised. we heard _ cases? you would be surprised. we heard from _ cases? you would be surprised. we heard from a _ cases? you would be surprised. we heard

in asia it feels like it could be another and we have said this before but it could be a really rocky roadthis week as investors try to work out what those implications for a ban on russian oil really mean. yes. i think we are _ russian oil really mean. yes. i think we are in _ russian oil really mean. yes. i think we are in a _ russian oil really mean. yes. i think we are in a situation - think we are in a situation where markets have in a little bit too complacent about the risks which were coming and we are now and what we call a risk capitulation mode to pie, people are really going very, very defensive because of skyrocketing energy and broadly commodity prices. we've also got things like iron ore and a lot of the grain prices rocketing and this basically means that we are looking at, pretty much a 100% chance of a recession which is ever particularly good for stocks, particularly good for stocks, particularly given we are in an environment where central banks don't have any ammunition to support and in fact are going in the opposite direction to try to contain the inflation that we a

why not have nutella, rocky road, we have blue berry. we're not just limiting it to just the classic with salted egg and cheese. >> we try to cook food that you don't normally find from filipino food vendors, like the lichon, for example. it's something that it took years to come up with, to perfect, to get the skin just right, the flavor, and it's one of our most popular dishes, and people love it. this, it's kind of me trying to chase a dream that i had for a long time. when i got tired of the corporate world, i decided that i wanted to give it a try and see if people would actually like our food. i think it's a wonderful opportunity for the filipino culture to shine. everybody keeps saying filipino food is the next big thing. i think it's already big, and to have all of us here together, it's just -- it just blows my mind sometimes that there's so many of us bringing -- bringing filipino food to the city finally. >> i'm alex, the owner of the lumpia company. the food that i create is basically the filipino-american experience. i wasn'

the level of frustration, evident after a rocky road trip and the return of a healthy steph curry wouldng. they hope you will be back the last game or two of the season. golden state needs to make a commitment to defense. effort, intensity. stop the ball. andre iguodala returned. he is not to see -- used to seeing teams score so easily. >> the game is more of a pickup. i score, you score. we don't get mad when someone scores on us. that is the aphis -- the essence of basketball, it's competing. this is a score's league. i will make you run as hard as possible. now i am out there, and it is hard to speak on things. larry: hopefully he can stay healthy. the season hasn't started yet, speaking of, but the giants are banged up. lamonte wade jr. will probably miss opening day because of a sore knee. he will be reevaluated in 10 days and joined evan longoria who needs finger surgery. spring training in scottsdale, giants and padres, carlos rodon throwing smoke. struck out four and allows one hit. the new giant looking good. joc pederson, nice lefty swing and this is deep and it is gone. six-z

i think there are rocky roads ahead once we start down with the road with the fed. if we understand even with today's inflation data the fed will have to become more aggressive. i think we're in a trading range. i don't think it goes higher from here. charles: you were more constructive last time we spoke, erin? >> i think we've broken january peaks but i'm think we're headed towards the -- i don't think we'll break out -- charles: january for the s&p, early in the month we hit an all-time high. >> yep. charles: so we've got some short-term hurdles, we clear them what is in the way of not going back to retest the highs? >> i think we're definitely heading towards those highs. when you look at value, it is almost already there for the value indices. growth is just one that can pick it back up. there is certainly room to consolidate after such a long up. charles: sure. >> i think we'll test the highs again. charles: kenny? >> i think we're in a broader, for a while we're in 4420, 4800 trading range. that is what i think we'll see. will we test higher? i think we could

the next quarter though i think we're in for some rockied road. liz: okay. so please tell our investor audience what you guys are doing. phil, you first. what are you buying, what are you selling? >> i think the sun comes out tomorrow, liz. i'm actually pretty optimistic on the second quarter. we know a lot of -- scott's right about the inflation and energy prices. but i think we priced in a lot of those fears during the last quarter, so now at least we know what we're dealing with. look at corporate profits, they're still very, very high, and we have some clarity, we'll have more clarity on interest rates where we're at. so i actually think things can go back up. you don't really want to be short the stock market in times of war. warren buffett has said the same things, right? is. liz: true, true. >> i think energy companies are going to do good, i think tesla's going to come back. but i think you're going to see a lot of the materials do good, there's a commodities squeeze right now. commodity companies are going to do bell well -- do well. so i i think we

"and now let me try a little of the rocky road this is getting harder, not easier." [ laughter ] "i hopeeople behind me haven't been waiting too long. oh, dear!" [ laughter ] still, democrats seem aware of the urgency and the need to move quickly, because republicans have repeatedly implied, or said outright, that if they had their way, they would hold the seat hostage and keep it empty until a republican can fill it that's their position now, and was there position in 2016 when republicans, including ted cruz and donald trump, infamously said they would never confirm a democratic nominee, no matter what year it was >> you've said the president shouldn't nominate anyone in the rest of his term to replace justice scalia >> i think it's up to mitch mcconnell and everybody else to stop it. it's called delay, delay, delay. >> seth: sounds like the one guy at a soccer match who doesn't quite know how to do the chant ole, ole, ole, o-- >> delay, delay. >> seth: that was in 2016. but it won't surprise to you learn that nothing has changed mitch mcconnell has already said he likely wouldn't conf

why not have nutella, rocky road, we have blue berry.egg and cheese. >> we try to cook food that you don't normally find from filipino food vendors, like the lichon, for example. it's something that it took years to come up with, to perfect, to get the skin just right, the flavor, and it's one of our most popular dishes, and people love it. this, it's kind of me trying to chase a dream that i had for a long time. when i got tired of the corporate world, i decided that i wanted to give it a try and see if people would actually like our food. i think it's a wonderful opportunity for the filipino culture to shine. everybody keeps saying filipino food is the next big thing. i think it's already big, and to have all of us here together, it's just -- it just blows my mind sometimes that there's so many of us bringing -- bringing filipino food to the city finally. >> i'm alex, the owner of the lumpia company. the food that i create is basically the filipino-american experience. i wasn't a chef to start with, but i literally love lumpia, but my

to poland, the refugees have been fleeing ukraine, they have found a home in poland but it is a rocky roadi want to talk about jeff paul's reporting on the ground. if this oil depot was a target of the russian military this is a huge shift in the lviv area, in ukraine, we see previous attacks targeting military compounds where military aid is being delivered this would be the first nonmilitary attack around the lviv area. this is a huge safe haven, looking at 2 million ukrainian refugees from eastern ukraine to western ukraine, a lot of folks are now hiding out along the border of ukraine and poland but not crossed into poland yet. if this was the intended target, they shifted their methods from the military targets this is going to strike a lot of fear to the hearts of ukrainians who fled from central and eastern ukraine. i want to talk about a visit to a refugee center, the first -- with ukrainian refugees close to the border, the epicenter of the crisis and said he was disappointed he did not get to meet those ukrainians. he visited a soccer stadium in warsaw where he got to meet with m

rowe price as another way to experience the financial sector i think it's going to be a rocky road someest ideas portfolio. we may nibble on that coming up, but i'm not convinced the fed can raise rates x russia and ukraine. i'm not convinced they can raise rates or will raise rates at the pace that wall street was arguing for. and let's not forget, the same prognosticators a year ago or not even, nine months ago, were for increases in 2023 and 2024 and suddenly we're at eight to ten this year. the estimates are always wrong and the goal is to find the sweet spot we think three to four is more likely that's not a reason to jump in and add significantly to bank stocks i would rather own a stock like target, which we do own, which told us today they have a raise of 20 to 30% next quarter. those are the names i want to own, the companies with pricing power and are raising dividends in this environment. >> want to point out, wti crude oil up more than 9% right now. some headlines on the wires, deputy prime minister of canada talking about how g7 is going to impose more sanctions on russia i

lot of different things we can look at, but i think the fact of the matter is it's going to be a rocky roaden if we get past this conflict between russia and ukraine, obviously, that's the biggest weight that needs to be lifted first and foremost. but then we turn to the fed. and the fed is really going to be driven by what inflation is doing. and what we know now is that inflation is likely to remain higher and stick around for longer than what we had initially anticipated. so we're going to want to see a softening inflation or a moderating inflation so that we get a better understanding what the fed is going to do, the fed have become more cautious. we heard that this week. they're going to be slower with their rate hikes, but we need to -- we really need to assess where they're going in the future, and don't torgforget, we have midterms later this year, too. that leads to an underperforming market into that >> on that topic, secretary janet yellen on the wires right now. she's speaking at a stanford institute of economics event sounds like she's taking questions. there's arheadline that

an official says the road is quite rocky, but mostly, the success of this negotiation, these peace talksdepend on how much pressure is going to make -- retreat from its demands and the limits of the ukrainian -- mohammed: let's bring in our guests. peter zalmayev, executive director of the eurasia democracy initiative. from moscow, andrey kortunov, director general of the russian international affairs think tank. and zachary paikin, a researcher in the eu foreign policy unit at the center for european policy studies. it has been decided to decrease military activities in kyiv and chernihiv. is this from your perspective a positive sign? peter: as a sign, it may be positive. but what is the trust that is going to be the case? the russian federation has been less than trustworthy on these issues. prior to february 24, the russian side it was -- said it was pulling troops from the border. then it turned around and hit ukraine with a massive shock and awe campaign of bombing that never relented. the situation on the ground is dictating strategy simply because russian troops are stretched too

why not have nutella, rocky road, we have blue berry.o just the classic with salted egg and cheese. >> we try to cook food that you don't normally find from filipino food vendors, like the lichon, for example. it's something that it took years to come up with, to perfect, to get the skin just right, the flavor, and it's one of our most popular dishes, and people love it. this, it's kind of me trying to chase a dream that i had for a long time. when i got tired of the corporate world, i decided that i wanted to give it a try and see if people would actually like our food. i think it's a wonderful opportunity for the filipino culture to shine. everybody keeps saying filipino food is the next big thing. i think it's already big, and to have all of us here together, it's just -- it just blows my mind sometimes that there's so many of us bringing -- bringing filipino food to the city finally. >> i'm alex, the owner of the lumpia company. the food that i create is basically the filipino-american experience. i wasn't a chef to start with, but i

the official says at the that that, that, that, that, that the roads is quite a rocky but mosley, the success of this negotiations. this piece folks in istanbul depends on how much russia is going to make it a retreat from his max madison demands. and the limits of the ukrainian flexibility christmas out of that 40 sites story. ah. all right, let's bring in our guests from near keith peterson, maya executive director of the eurasia democracy initiative from moscow. andre cartoon off director general of the russian international affairs council thinktank and for london, zachary pagan, a researcher in the e u foreign policy unit at the center for european policy studies. thanks so much for joining us today, and we really appreciate your time. peters on my have let me start with you today. so russian negotiators in istanbul have said that in order to build trust, it has been decided to decrease military activities in keith and charity. heave is this from your perspective, a positive sign. i mean as a fly and it may be positive, but once again, it was the trust you know, and that, that's

it is even more appalling, that the russian troops open firing on the rockies and eva creation of egos shall the roads allocated for humanitarian corridors. for recent, for instance, they shalt the deep boats with evacuation buses near mario pl versus russia. wanted to provide a whole hearted assistance in guaranteeing safety for the evacuation of these people. we inform the un secretary about all of this in a timely fashion. however, radicals in mario paul have violated this agreement, as is clear from a radio conversation that was intercepted from the 2 commanders of a nationalist as of battalion. that is a novel, nevada. the radicals they were told to shoot at the legs of those who were heading for the humanitarian corridors, though she risked life and limb trying to leave mary apple. when they reached the check point to leave, the city was shot by ukrainian nazis came up this. well, we'll have, this is part of the fog of war. i think we have a competing narratives. of course the, the ukrainians cannot agree that the russians are providing the adequate humanitarian corridors because that it is not

manager, tell that story, get the client comfortable with it, get the clients to understand, road may be rockyyields are coming on again and stocks are have been reeling. it brings up a topic you and i covered last year but i want to bring it up again. a lot of people have the 60/40 portfolio, stocks and bonds. both got hit in january and february. folks, listen, here is the question, can people make money if they get out of the bond trade? where can they find something safe and also get returns? because it doesn't look like that trade will work for a long time. >> no, the trade may not work, and anyone who is in a 60/40 portfolio should be, should be nobody that below 50 years of age. they should not be in that portfolio. the people above 50 maybe yes, more so 60, closer to 70, for sure, but in the bond portfolio where they find isn't in an environment like i would go short dated bonds not long dated bonds. to see what happens. when the fed pulls back yields go up even more and bond prices retreat. the bond part of the portfolio is supposed to be safe money, right, you get to sleep at night,

at this particular juncture, clearly the road to diplomacy is going to be a rocky one. going further than that, might not be particularly helpful. what was helpful is hearing the american president talk about democracy and with autocracy and reaffirming the commitment of the united states to organization like the european union. and nato. having said that the speech is going to be received in different ways and different parts of europe. clearly if you're in estonia, lithuania and poland. hearing him talk about any incursion by the russian army west, in other words into eu and nato territory, would be a red line. would be incredibly reassuring. when it comes to president zelenskyy who had a certainly a heartwarming day of support. he spoke live by video conference to the european union parliament. received a standing ovation. and ambassador to the united states received a standing ovation and at the congress. those were of course important. his priorities at the moment are very straightforward. at all costs to avoid further incursion by the russian army. further breakin

rocky was, there is no fuel in mary you, paul. all the fuel was stolen by looters, of one of the root was difficult. there are no roads. the bridges have been blown up. the city itself no longer exists. this is a chance for people to go somewhere wrong. we're really thankful there's a little in the root was difficult, there was no green zone, but we drove at our own risk. so there were a lot of dead bodies and blown up cars along the way. a petrol is now more expensive than going. you can't go anywhere without health. i'm thankful for rushes help. i'm very thankful you hiding among the refugees. i'll ukrainian military desert as they all say that once they caught. but it is feared that some may be lying and may have other goals such as the staged terror attack. so acts of sabotage in liberated areas. the units commander told us in a message to change into civilian clothes, joined the civilians, get into the vehicles, taking them out or simply joined the civilians in the green zone and leave mary hall. without escalade, we joined the civilians who were being released from the city and left without any have been identifi