Bullish themes for the year. Themes that big players are betting on, as though theyre done deals. Buy, buy, buy. This kind of thinking isnt unusual at the beginning of the year, as we see what resonates and what doesnt. So without further ado, let me tell you the ten themes im seeing already. First the eight positives and then the two negatives. 2014 is looking like another year where aerospace is ascendant. While we know from alcoa, who produces up to 3 million fasteners per plane, and General Electric, the central thesis is that the commerce are healthy. Those customers ranging from the airlines to an exceptional crop of middle east orders are forcing the bears to rethink their negativity. We know from deltas results this morning that the airlines are flush. We want to learn more when United Technologies reports tomorrow. I think well be pleasantly surprised with the aircraft number. Thats what matters to me. Second positive theme for 2014, nonresidential construction may finally be
African Nelson Mandela is discharged from hospital, but hes still in critical condition. Im paul reese. Ill have all the sports concerning bael makes his move to real ma drid. Much more on the breaking news later on. The arab league is meeting in the egyptian capital of cairo to discuss how to respond to the suspected Chemical Attacks in syria. Some delegates are calling for International Help for end the violence and have condemned the regime. Lets hear whats been said so far. Translator the regime in damascus has exceeded all boundaries and all limits and is dealing without mercy. The regime in damascus has exceeded all the red lines. The regime has no fear of the almighty and has no ethics and no respect to the principles of the international world. I ask and urge the United Nations to be able to do its job through its inspectors in order to punish those who committed such a crime. Egypt expresses its objection to any military aggression or interference in syria. Were not defending
Valero. It has a pullback to support. Another refinery name, mlp focussed on refining, northern tier, nti, and dividend analyzes about 16 . Women eiss, a quick read on mlps. Theyre interesting, but rates run up. I still like clmy, i think the mortgage reads, which are sort of mrps are going to do well. Joe, final trade . Were trying to two stuff outside the box with mark near the highs. I time a position in vitamin shop, vsi. Im going to go to ford. The setup in ford, theres been massive buyings. 1350 at a price range. The company will give us an update friday morning. Usa air, lcc, a strong dollar, because oil will come down and tourism going overseas will participate. Im going to buy some more gold at gmt ld. That does it for us. Follow me at twitter. Power starts now. Halftime is over. Power lunch and the second half of the trading day starts right now. Good morning, a wave of hacking attacks, one victim, the first lady, Michelle Obama. The secret service wants to know how her Finan
Why this could put Hillary Clinton in a tough spot, and why is donald trump claiming credit . Hello, everyone. Merry christmas to all. We begin with the aftermath of that tornado disaster that has left parts of the south in ruins. Today that region is facing new threats. The death toll from that storm is rising still. At least 14 people are now confirmed dead. Dozens more are injured across mississippi, arkansas, and tennessee. Now people are there sifting through the rubble. Spending krmsz day trying to pick up the pieces. Nick valencia has the very latest for us on the storm and its destruction. The destruction is just horrific, nick. It is horrific. Especially for those waking up and some othe States Affected here on Christmas Morning. Yesterday holly springs, miss mishgs getting hit very hard by a tornado. You mentioned, kate, at least 14 people dead across three states, including georgia, tennessee, and mississippi. Apparently the worst is gone, but theres still concern for floodi