Start your morning with Joe Kernen, Becky Quick, and Andrew Ross Sorkin - Monday through Friday from 6-9a ET.

New York, NY
Joined November 2011
"The @DisneyParks story is phenomenal. They've taken out costs, they've driven pricing higher. That's not the issue here and it's not what drives the stock," says @MoffettNathanso Founding Partner Michael Nathanson on downgrading $DIS. "People are now questioning the forecast."
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Apple's "Unleashed" event is later today. @CNBCJosh previews what $AAPL might unveil:
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"I think on the Republican side there's a lack of consistency. You have some individuals who are panicking saying, 'You can't do this. You can't do that.' There's got to be limitations to government," says @GovChrisSununu on prohibiting businesses to mandate vaccines.
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"You can't play both sides of the coin just because the ends justify your means," says @GovChrisSununu on Pres. Biden's vaccine mandates. "You can't just with the swipe of a pen force mandates on to private businesses."
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The S&P, Dow, and Nasdaq have all posted their best weekly gains since June, July, and August as we head into the market's best months. @michaelsantoli has more:
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"What we've seen out of China again is yet another round of a prohibited stance against the asset class," says @Grayscale CEO @Sonnenshein on China's crackdown on #Bitcoin. "Time and again the resiliency of this community has moved mining hash power to other parts of the world."
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"I think there is a lot of excitement for regulators finally allowing a #Bitcoin anything on to a national securities exchange," says @Grayscale CEO @Sonnenshein on ETFs. "When you look at the structure of a Bitcoin Futures product, there is going to be an impact to investors."
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"This business is by its nature a long term investment and long term results," says @SouthernCompany CEO @ThomasAFanning on regulations. "I think integrated, regulated market structure works so much better during a period of transition than the so-called organized markets."
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"This nation has built its energy complex on the idea of reliability. The idea of resilience is I think where we're moving," says @SouthernCompany CEO @ThomasAFanning on the nation's energy crisis. "I think we've got to plan more and more for that in energy in America."
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"It's not going to be transitory. The increased labor rates we're paying our employees right now, I can't imagine going back to the people who have stuck with us and saying 'We're going to take $1 out of your hourly wage,'" says American Plastic Toys' John Gessert on #inflation.
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"One of the most frustrating aspects of this whole situation ... people have come to us and we've had to turn away orders because we simply didn't have enough people," says John Gessert President of American Plastic Toys on hiring difficulties.
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"It's been very difficult to hire and maintain ... sometimes we'll schedule 10 interviews and 2 people will show up," says John Gessert President of American Plastic Toys on holiday season. "in some cases the American workers may be a little hesitant to get back to work."
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Are consumers here to save the day? With household wealth at record levels, increasing wages, and accumulated savings, analysts are optimistic about the fourth quarter. @steveliesman breaks it down:
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"This country was built on a couple of tenets, cheap food and cheap oil," says Again Capital Partner @KilduffReport on the rising prices of crude oil. "And right now what we're doing to the big oil companies in particular is harming them and harming the supply."
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The top 1% hold a record 54% of stock wealth. Where did the retail investors go? @robtfrank reports:
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China's Q3 GDP coming in lower-than-expected. @onlyyoontv on if investors should be worried:
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"A portion of the sales will get made up early next year. Part of them are going to get lost. What will matter is if $AAPL can retain those customers ... that will ensure that the overall install base continues to grow," says Neuberger Berman's Daniel Flax on supply chain impact.
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The first #bitcoin futures ETF #BITO in the US may begin trading later this week. The cryptocurrency is back above $60k for the first time since April. @JoeSquawk @BeckyQuick and @andrewrsorkin discuss:
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"There's a possibility a lot of people feel that you can get a short-term peak, or maybe a real peak as people just run ahead of the ETFs," says @jimcramer on a #Bitcoin ETF approval. "I might cash out half my $ETH."
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