and on monday, our guest host will be ron paul and stephen roach and oil guru john hofm hofmeister. "squa "squawk" is back after the break. be clear. they are but this is important too. [ man ] the receivables. [ male announcer ] michelin knows it's better for xerox to help manage their finance processing. so they can focus on keeping the world moving. with xerox, you're ready for real ness. only hertz gives you a carfirmation. hey, this is challenger. i'll be waiting for you in stall 5. it confirms your reservation and the location your car is in, the moment you land. it's just another way you'll be traveling at the speed of hertz. >>> wow. is this me? >> that's you. >> well, welcome back to "squawk box." futures right now are indicated up and it's something to watch. stocks rising in china due to speculation that the government will ease monetary policy and increase fiscal spending on infrastructure. i was talking to our next guest about what sounds like be a classic -- i mean, mark -- >> if you ever wonder what's going through the minds of criminals like the bernie madoff or mark