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This fund manager says defense will be the key in 2024 as recession risks linger 5 stocks to buy

CNBC The Kudlow Report March 12, 2010

tonight on the kudlow report, some breaking news. lehman or pea doed lehman, the company that brought the whole financial thing down. we ll get a special report in just a minute. on the plus side, american families got wealthier, jobless claims fell, china remains strong, and the s&p 500 hit a 17-month high today. it all sounds like recovery to me. we ll cover it. and speaking of recovery, obamacare got a setback today as the senate parliamentarian ruled against reconciliation until a full house senate bill is passed and signed. wavering democrats may think twice. health insurance stocks were up, republican senate leader mitch mcconnell is going to tell us all about it. and california teeters on the edge of bankruptcy once again with the threat of large-scale education cuts. but you know what? unionized government workers, a privileged and protected class with a 2,000% jump in pension costs are forcing the state to the brink of collapse. and president obama gives a

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