This before you get on the course. Ill buy some brain pants, andrew. Ask him if he looks like you need a nap . Yeah, do i look like i need a nap . Probably. Weve got to say thank you to our other guest host who has been back with us, jeremy siegel, the bull. Steve liesman, also thank you for sitting in all week. Thats been terrific. Becky and joe, its been great. Good luck over the weekend. We hope you get back here and it all works out. Say hello to nemo and the weather. Were going to see you be careful with all that snow. Absolutely. Anyway, make sure you join us monday. Squawk on the street begins right now. Good friday morning. Welcome to squawk on the street. Im melissa lee. Were live from the New York Stock Exchange. Lets see how your friday session is setting up on the u. S. Futures. It looks like well have a positive session with the s p looking at 2 at the open, dow looking at 13. In europe, the eu summit continues. But the action really taking its cues from china this morning. We have green arrows across the board in europe. Take a look at asia. Strong eco data out of china in focus. Much more on that in just a moment. The road map begins at the golden arches. Not even the cheddar onion burgers could help mcdonalds. They missed estimates in every region. Asia was down a whopping 9. 5 . Exports boomed 25 , inflation cooled, but met expectations, capping off a twoweek winning streak for stocks. A blowout quarter, users increase continued in momentum. The storm could be one for the record books. Forecast calling for as much as 2 1 2 feet of snow in some parts of the northeast. Already more than 3,700 flights have been canceled. Well get more from the Weather Channel on the path of nemo. Mcdonalds down 1. 9 in january. Middle east and africa, europe saw a 1 , 2 decline. U. S. The only bright spot. Comps up 9 . Even some suggestion that asia, which is 40 japan, but also china, got tainted with the chicken contamination scare. That wouldnt surprise me. I think dons doing a terrific job. He came in with a great legacy there. But they hadnt developed new products. I actually drilled down the idea that the stock is not down because they figured out the value of the meal in the u. S. Then you can blow that out overseas, when you have the taint of china. Im questioning why the stock isnt down 1. Youve got to take a look at the asia decline, 9. 5 . A lot of that was japan. Japan is a huge component of that number. Japan was down 17 . That cannot be ignored when it comes to asia. A lot going in japan that is causing the 17 . Theyve had pricing issues over the past couple of years. Not sure specific to january. They did say february would be impacted, could be as much as 3 , because the year ago had an extra leap year day. December was impacted by the fact they were open on christmas day. Its really come down to that incremental, that marginal day you get every month. I remember when cocacola had high singledigits in japan. Im giving don the benefit of the doubt. I want to know what you think. You spent a lot of time with him. Don, of course, is an engineer, so he knows operations. Their coo was the old asia pacific guy. The management is well experienced. I think there is some interesting questions about the blizzard. Well talk a lot of weather today. Dairy queen product, about 900 calories. Thats a big play. The blizzard also reported numbers. David, nice pull. Hear me out. M ms, and black ops, which is the new game, you might have a 12,000 calorie blizzard. Yes. The blizzards going to play a role. Youve got tens of millions of people whol be immobilized for some period of time this weekend. Thats going to have an effect just on i keep going bake ck to macy and thats a terrific number. The storm, im thinking geographically and meteorologically the blackship store on fifth avenue gets a lot of snow. The other side has tended to be is that not right, the Weather Forecast that i offer. Al roker theory. Boston they had getting 12 feet of snow. That would be something. 12 feet of snow, geez. You know, a lot of policy skeptics, data skeptics say were going to have to wait two months for clean data again, because everyones going to want to use nemo, as were calling it, as an excuse. One of the things that i think maybe this is something that travelers once talked to us about, david. The idea that there is a new normal in weather, has eluded a lot of different companies. Not travelers, because they think the weather patterns have switched. The once in a hundred is no longer once in a hundred. Its once every couple of years. Once every couple of months conceivably. Youre hearing again this once in a hundred blizzard now, you heard it with sandy, once in a year storm. Okay. Weve got to do our and we are now patterning weather much differently than we used to. Yes. The other guys, by the way, theyve raised rates dramatically by the weather. 52week high hitters. So whats bad for the goose of sachs and tiffany may be good for the gander of the cash in the companies to have a fairy tale, the nursery rhyme thing. I always try to integrate the younger crowd, because they may be staying home today. It could be educational for them. Yes. Get them early. I think theyre going for the younger demographic now with the nemo. Remember when nemo was an eride . Phinius and ferb. Sports surging 25 in january compared to a year ago, with imports rising 28. 8 . 29. 2 billion trade, new lending by chinas banks beat expectations and consumer inflation fell to 2 from sevenmonth highs set in december. So inflation is cooling. Came in line, but cooling. Trade is booming. This is exactly what you want. Exactly. Isnt this what allows the new communist party, and i do believe this is a signal it has worked. Klaus kleinfeld was predicting they could sptep on the gas and not incite inflation. Isnt that exactly whats happening . Its a Virtuous Cycle before being a vicious cycle. It is. And we still havent had the full leadership transition yet. That will be in march. Right. I think theyre mandating 11 gdp. Thats not a target, thats a mandate. 400 Million People right now are still going from rural to urban. That is rather amazing. Thats incredible. China is an incredible its funny, im been hearing a chorus from u. S. Ceos and businesses considering expanding in china. The continued accounting issues, the Cyber Espionage and espionage issues, the m a issues are all people are starting to pull back. And wonder, you know, is it worth it. Is it worth it. They had a blowout quarter. Ralph lauren bought back its rights in china. Blowout quarter. These are companies saying 400 Million People going they like mac, which is a brand of este lauder that you probably your wife may see. Mac. Ive seen that around, yeah. And look, one of the things that ralph lauren did wrong is they gave all these licenses to china. Theyre taking them back, bringing in the purple label and black label to china. Thats actually a good suit. Got it. And i think it could mean a great deal. So i think espionage away from slacks, and perfume theres another theres the counterfeiting for those. Theres counterfeiting for those. No respect for property. This is about exports from china, not imports. Im just saying, that u. S. Businesses, im starting to hear more concern about, is it worth putting it all google doesnt need china, you mean that kind of thing . Right. Caterpillar, what happened to them. The scandal. Just these things add up. Keep an eye on m a and how they go after some of our deals. Even the dell deal, not using it for what it should be used, just up or down. Apple hfrica has come back. There are many ngos, nongovernment organizations, that are flying under the chinese flag. Not the United States flag or any european country, because it will not be shot upon by even the worst of the this is my insight. Because china has decided to become the United States when it comes to what we used to do in foreign countries. Just something to watch. I agree with you. This is something to watch. Becoming a global power. Control of resources. When you need a lot of resources to move all those 400,000 people to the city. A couple of headlines from the New York Stock Exchange. Regarding winter storm, they say they do expect business as usual. This is according to a spokesperson. Keeping member firms and traders informed of the weather reports. Remember, we had some issues during sandy, obviously, where the exchange had to work mightily to open. It says it has contingency plans in effect. The surge theyre talking here in new york is three to five feet. Sandy was 13 feet. Far different. Ostensibly under a lot less pressure, but you never know what the storms going to bring. Up in the boston area, i believe it could be more significant. And again, with the high tides, highest tide of the month, what time will the surge be. I know theres a lot of focus on that. People should listen to the safety. Watching shares of linkedin today. All newtime highs. Blowing past expectations with its earnings. Revenues up 81 . Mostly coming from linkedins recruitment services. Stocks up almost 80 in the last 12 months. There are stories where even headhunters are under severe pressure, because linkedin is taking away their business. One of the things that was amazing in this Conference Call is theyre in portuguese, theyre taking over brazil, theyve got germany. The recruiters want them in their countries. They also had an ad business that was up 60 . This company at 20 billion is a company that facebook should buy. You literally dropped the mike on that one. Cramer, out. Its too valuable. Too valuable property. You always look at me with some sort of, lets say specious eyes. This is a company that has figured out mobile, it has figured out global, its indispensable in a whole bunch of countries. People were willing to pay fortunes for, i dont know, yelp at one time. Its getting awfully large. It is getting large. Not an insignificant acquisition for any company. Except for apple. They have a vision theyre executing on. Were you doubtful at the start as a lot of people may not have fully appreciated the power of the model, and what they could do, how they could scale. How about this influence of the product that i know cnbc we had the the first person in charge of implementing it when it first came out, we were skeptical of how you would have content, is that really going to get people to be premium subscribers. Apparently it has. Town solutions up 90 as you mentioned. Premium subscriptions were up 79 year on year. The best part about it is they are actually going to increase prices, when it comes to recruiter and job slots. Think about that. I mean, first of all, theyre making mon, monetizing mobile and theyre able to increase prices. Thats something you dont often hear from these. Other than bloombergs New York Times, thats an acquisition ive been predicting. Is soulsberg going to go along with it . I think he would be a super combo. But other than the times, and linkedin, i dont know anyone whos been able to raise the prices. You would rather see bloomberg buy it than trump . I think bloombergs got more of a media bent. I understand. Hes not going to be mayor anymore. He still wants to have great influence. 25 billion does give you a lot of influence, i believe. Forgetting whether you buy the newspaper or not. Maybe bloomberg should do some perpetual preferred against its existence. Offer 4 . Raise the value of the familys worth to, what, 40 billion . What would einhorn say . I dont know. Do you think if id have gotten the mets we would be in this problem . You would have less time. That would take up 80 of his time . How much does he have . Hes still getting money, thats true. Apple indicated at 473. Thats another talker for today. Really . When we come back, the winter storm called nemo about to blitz the northeast. Two feet possible for new england. When we come back, the Weather Channels jim cantore in boston tracking that story. A live interview with aol ceo Tim Armstrong. And another look at futures as we jug will both the markets and the storm today. Squawk on the street is back in a minute. announcer at scottrade, our clients trade and invest exactly how they want. With scottrades online banking, i get one view of my bank and brokerage accounts with one login. To easily move my money when i need to. Plus, when i call my local scottrade office, i can talk to someone who knows how i trade. Because i dont trade like everybody. I trade like me. Im with scottrade. announcer scottrade. Awarded fivestars from smartmoney magazine. How do you keep an older car running like new . You ask a ford customer. When they tell you that you need your oil changed you got to bring it in. If your tires need to be rotated, you have to get that done as well. Jackie, tell me why somebody should bring theyre car here to the ford dealership for service instead of any one of those other places out there. They are going to take care of my car because this is where it came from. Price is right no problem, they make you feel like youre a family. Get a Synthetic Blend Oil change, tire rotation and much more, 29. 95 after 10. 00 rebate. If you take care of your car your car will take care of you. Save get a sealy queen set on befor just 399. Osturepedic. Even get 3 years interestfree financing on tempurpedic. Keep more president s in your wallet. Sleep trains president s day sale is on now. Save get a sealy queen set on befor just 399. Osturepedic. Even get 3 years interestfree financing on tempurpedic. Keep more president s in your wallet. Sleep trains president s day sale is on now. You all remember what happened during sandy. The challenges that the New York Stock Exchange had staying open. Under generator power in some cases. It was the only source of light in all of lower manhattan. A different scenario perhaps this weekend as nemo approaches. But the exchange is saying business as usual, and the contingency plans. The stock up 10 . That was a hot name. It was up yesterday, too. He bought the generator, not the stock. True. Briggs and stratton have a similar one. Its smaller. But it does get the job done. It keeps your Circuit Breaker from blowing. It was a huge contributor to their earnings last quarter. Right. As you know, the northeast pricing for that storm, nemo could dump a foot of snow in the new York Metro Area. Up to two feet in new england. The Weather Channels jim cantore is in boston where theyre preparing for the blizzard. Jim . Hey, guys, its not often i bring one of these with me when i go out and cover a storm. But this storm is worthy of a yardstick. Were going to be measuring store at least 3 4 of the way up this thing. Believe it or not, we could have more than 36 inches. We could be talking about as much as 46. This will be a big blockbuster storm. Theres only one saving grace, is the fact that it comes in overnight, that the worst of the storm overnight tonight and tomorrow morning when people dont have to get out. The blizzard of 78, it was my coming out party, as a weather man. And ive got to tell you, the scenes are fresh in my mind right now. Route 128 with cars, or just car tops, because thats all you could see of them, were left with people stranded in their vehicles. The governor said we dont want anything like that to happen this time. He wants things shut down at noon. Thats a pretty good way to handle this. It is the dynamic one. When you get these kind of snowfalls, youre going to have a crippling storm, to say the least. When is the snow expected to start, jim, in boston . I think probably the next couple of hours. It will be light, probably through the afternoon. And then about sunset, which is what im thinking, were going to start getting into some pretty intense snow here in the boston area. You talk about the massachusetts turnpike, route 128, 195, 95, down through connecticut, heavily impacted here as we go through the next hours. Of course, overnight, all bets are off. Everybody needs to be off the roads, because it will be a blinding blizzard. Were talking winds 50, 60 Miles Per Hour in through here. Nobodys going anywhere, certainly, in that kind of weather. Amtraks already shut down the trip from boston to new york. The airports have canceled almost 3,000 flights at this point. Anything they can do to basically shut down the northeast, thats what theyre doing. Rightfully so. Think about the areas that were weakened along the shoreline from sandy already. And you take this pounding surf and wave action. Were going to have more issues with possible destruction, believe it or not, in some of these areas that have been hurt already. Its going to be a big storm. Jim cantore in boston. You know, this is going to be the big Second Quarter of earnings. How about this brilliant interior secretary pitch by obama. Recreational equipment. Readiness. Yes. Interior secretary can scale mountains. Indeed. When we come back, seeking shelter from the bears. Well find out in mad dash. We close out the week, if the dow wants to avoid the first losing week of the year, got to close at 14,009. Back in a minute. [ male announcer ] ive seen incredible things. Otherworldly things. But there are some things ive never seen before. This ge jet engine can understand 5,000 data samples per second. Which is good for business. Because planes use less fuel, spend less time on the ground and more time in the air. Suddenly, faraway places dont seem so. Far away. All stations come over to mithis is for real this time. Step seven point two one two. Verify and lock. Command is locked. Five seconds. Three, two, one. Standing by for capture. The most Innovative Software on the planet. Dragon is captured. Is connecting todays leading companies to places beyond it. Siemens. Answers. Minutes until the last opening bell of the week. Lets get cramers mad dash. Well talk to Tim Armstrong in the next hour. Tim armstrong has done remarkable things for a company that people thought was dead. I am shocked at the Revenue Growth here. That had been a very big issue. One thing to ask tim about at 10 15, the buyback, theyve shrunk share count in two years from 106 million to 88 million. This is a cash flow generator. Carl, a lot of people thought this company was dead. I think this is the case where a ceo has really made a monster difference. So successful. So good. Yes. First revenue year over year increase in eight years . Isnt that incredible . Eight years. How can this not take out th