Brian Stewart, welcome back to Wall Street Breakfast. Great to be here on a Friday with you.

Thanks. Great to be here. Yesterday, we had some discussion talking about markets going lower. What are you seeing out of the markets?

What are you most focused on at week's end and looking ahead to next week?

So as you mentioned, the markets were down pretty sharply on Monday and continued to drift

lower later in the week. So it was definitely a down day, a down week for the market. When we're

looking at it, I think it's important to kind of pick out outliers and and stocks that maybe

buck the trend a little bit. If you go to the kind of winners and losers leaderboards for the

week, there's just a lot of red and a lot of stocks that are down sort of similar amounts.

It's kind of hard to pick out ones to focus on. So if we're looking for some green and a big

wash of red, you can look at some big oil players. So Connacle Phillips and ExxonMobil

were both up over the past week. Conical Phillips is up 10%. ExxonMobil up, 4%. They were both up as the markets

fell on Monday. I think this is just sort of a seeking shelter kind of play. Overall, the stocks

have been tracking oil prices over the past year and are actually down over the course of year

underperforming the major averages.

But now, both stocks are beating the S&P 500 for year to date.

So they've kind of jumped past the S&P 500.

So I think that's just a sign that people are looking for safe havens in an overall dangerous market.

And then we look at the other side.

Some of the unexpected leaders on the downside so far this week have been the weight

loss drug makers.

So Novo Nordisk is down 18% over the past week and Eli Lilly is down 12%.

I think this is sort of a commentary on the overall weight loss market.

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