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
Could @jimcramer sport @elonmusk's new haircut? @davidfaber gives his subtle take:
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"@Flexport controls 1% of the cargo that moves through the United States," says @PortofLA Executive Director Gene Seroka. "This largely private sector supply chain has many many participants across the board."
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"The vessel schedule integrity has been way off-kilter," says @PortofLA Executive Director Gene Seroka. "What we are trying to do is un-stuff those bottlenecks as best we can."
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"We are seeing improvement in our supply chain," says @PortofLA Executive Director Gene Seroka. "We've seen a reduction of 50% in the aging containers...this is all through the threat of a penalty fee."
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75% of small-business owners say they are experiencing higher supply costs in Q4 and #inflation and supply chain woes are top of mind going forward. @katerogers reports on the latest #CNBCSmallBusinessSurvey:
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"I never received a call from the administration about adding more rigs," says $PXD CEO Scott Sheffield to @SullyCNBC. "I don't think we have an obligation to grow production...we added too much oil several different times over the last 10 years and we had a price collapse."
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. @NYCMayor's vaccine mandate will impact more than 180,000 businesses @robtfrank reports why this took many businesses by surprise
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"Can the whole thing." @elonmusk comes out against EV subsidies and efforts to pass the $2T social spending bill at last night's #WSJCEOCouncil:
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"What works in one decade rarely ever works in the next decade," says Ruchir Sharma. "The average portfolio, the weighting of the US in it is nearly 60%. The share of the US in the global economy is just 26% ... we need to diversify even though that's been a losing strategy."
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"More than the virus, the real story in the market ... is the price of money. The price of money is extremely cheap and it's hard to keep the market down given where the price of money is," says Ruchir Sharma on the current markets.
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"I have talked to a number of corporate CEOs and their buyers, there is pent-up demand and they want to get back on the road ... we anticipate really strong demand," $AAL's Robert Isom tells @Lebeaucarnews on #omicron demand impact.
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"As we look forward, we've done a great job of building American not just to survive the pandemic but to thrive once business returns," incoming $AAL CEO Robert Isom tells @Lebeaucarnews on 2022 and returning to profitability.
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"If people are looking for a black-and-white answer that's going to be a very, very hard executive. But we've got to continue to focus on it because we're very economically entwined," says $GS CEO @DavidSolomon on business in China.
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"We would expect that we're not going to see the same rate of returns in equities and many other assets over the next few years that we've seen over the last few years," says $GS @DavidSolomon on returns. "We've seen some skewed results."
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"I don't personally own #bitcoin or #ethereum," says $GS CEO @DavidSolomon on #btc. "It's really not something individually that's important to me. I'm a big believer in the digitization and the disruption that's occurring in the way financial services are delivered."
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"No question that looking at the market broadly, valuations are full in any historical context," says $GS CEO @DavidSolomon on the markets. "The market has been very enamored with growth at all costs. We're seeing a little bit of the momentum come out of that."
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"For our organization ... we need to come together. We're an apprenticeship culture, we collaborate and we need to come together," says $GS CEO @DavidSolomon on the future of Goldman's work policy. "Our employees are in their 20s. They don't want to be sitting at home."
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"We've lived for a long time with #inflation below trend," says $GS CEO @DavidSolomon. "While we've had inflation below trend for quite a significant period of time, there is a reasonable chance that we're going to have inflation above trend for a period of time."
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"My base case is we're going to continue to find a path past the pandemic broadly ... monetary and fiscal policy on a go-forward basis will have a bigger impact on the trajectory of markets than the pandemic will from this point forward," says $GS CEO @DavidSolomon.
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"The markets and this morning is another indication, is looking past the variant as something that is going to be slowing down economic activity," says $GS CEO @DavidSolomon on #omicron impact.
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