soen dus tr eindustrial stocks. i prefer softer cyclicals. deeper ones. energy. materials. prefer pricing material we won't get yet. >> >>en -- why do you look them? >> they're not cheap. i don't disagree. we'll get positive earnings surprises. a subset of that. the defense stocks. have done well. more to go. >> bob, mark, thank you for being here on set. really appreciate it. up next, we are on the money. it the american dream just that. just a dream for america? upward mobility, 50 years after a war on poverty was declared. the leading cancer doctor who says the way to make health care less expensive. use less of it. and tips. and look at how the stock market ended the week. >> this administration today, here and now, declares unconditional war on poverty in america. >> we will not be a short or easy struggle. >> he wasn't kidding, the war on poverty hasn't been easy. 50 years after president lyndon johnson made the declaration has it been successful? programs like medicare, medicaid, safety net a way of life for many elderly and low income families. are they kushg tcurin