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Good to be back. Thanks for joining us this morning. 5 40 a live look outside caityln is here and usually i talk about the weather has been there or that and ive been gone for a week and fwrept my air conditions car to air conditioned house only to find out how god awful humid it is the last couple days. Its like a big bowl of soup for three days. Tough to be outside. I hope you were in cooler places. Oh, yeah. Because its warm to come back to. Live look outside at the National Monument. Clear skies this morning lots of sunshine and relief in hul hultty today. Finally youll notice when you step outside it doesnt feel as muggy early in the morning and double figures for you right there. The accuWeather Forecast and break in humidity all good news this morning. We should have a really sunny one on the Spor ....
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 ....
My take is dont get too excited. Why . Because we just found out why weve been going up. Weve been going up, s p, people trying to figure out why. You have good employment. You have workforce growth and the hours not that great because of the weather, but i think you say to yourself, well, why is the s p going up every day . Oh, employment has gotten better and thats a major switch would it shock me if the market takes some profits in this . No, because its been going up on anticipation of something good and then we got the big enchilada good. I kind of like it. The s p has rallied the past ten jobs fridays in a row. Some say thats a ridiculous metric, but maybe its time for a reversion to the mean. No metrics are ridiculous if they just look, i forgot to wish the bull market happy birthday. Of course, it never happened, you know that . You know the bull market has never happened. Jim has been on a tear lately of the haters of this market, right . Yes. The haters will have to asterisk ....