on the equity market, sam stovall, cfra. we do that next.his is bloomberg. ♪ ritika: with the first word news, i'm ritika gupta. the u.s. and the u.k. are warning citizens in afghanistan not to travel to the kabul airport. they say there are threats of a terror attack. the biden administration says it knows of about 1500 americans still in the country. israel's prime minister plans to discuss strategy on iran today at the white house. they fear iran is speeding up its nuclear program at an alarming rate. israel has said it may use secret attacks. the labor shortage in the u.k. is leading consumer businesses to be pessimistic, according to a survey. the survey found optimism at -17% this month, down from a positive reading of 47% in may. this is as restaurants and bars can't find enough workers to fill jobs after the lockdown. western digital is in talks to merge in a deal involving two chip companies that could be worth more than $20 billion. the company's are longtime joint venture partners. the combination would create a bigger competitive

sam stovall, i can't say enough about his work over the years.he star system, everybody is like, boring. it is dodgy. -- it is stodgy. it is like watching paint dry. man, when they fall out of love with something on the star system, get your radar up. lisa: this idea that people take notice and there is respect for that. i just wonder how the star system accounts for valuation and how the input of the 10 year into that. i'm going back to dave wilson's chart earlier in the week, where he was looking at the correlation, the inverse correlation between bond yields and tech stocks. i wonder how much that can continue. if you have these revenues and this secular story, how much do these have to be linked, or are they potentially going to try to go their own ways the world becomes a rosier place? tom: it is going to be interesting to see. francine, quickly here, the equity markets, many people saying go long europe, that you've got to own europe. francine:francine: a lot of people, and that is also a currency call. so if you were listening to salmon so

we have sam stovall heretofore both types.k and etf. let's hear it, sam. what do you like right now? >> hey, liz, good to talk to you again. you no how the definition after investment strategist when the analysts do the work and i take credit. so i want to take credit for what john freeman did last week. john upgraded roblox to a five-star or strong buy recommendation after it reported earnings. he also increased its target price by $4 to 9dollars a -- $9a share. basically impressive top-line growth, revenue, bookings. high growth in the active daily users and finally strong numbers for the 13 and over demographic. so he is very optimistic out look for the stock. liz: well, yes, these medivers e-games, create it on the roblox platform have become emersive for people and they love it. it has been a rough three months for the company. at the moment that is your pick. get to the etf move. i like this one. the cash cows with the ticker symbol cowz. 100 large cap companies with the biggest cash flow, the most free cash flow? >> exa