Here's what's up on Thursday's Squawk on the Street:
--The CEO of Chevron. We're talking about big oil and big energy policy.
--Also on the big show, why the luck may have run out of casino stocks. We're talking about shorting stocks like Las Vegas Sands, MGM and Wynn Resorts.
--Plus, one hedge fund's big bearish and Black Swan dive call. They're saying the S&P will fall 40% in the next few years. Do you think that's possible? Share your opinion.
--Then we're talking about value plays on Thrifty Thursday. Is everything on the list? Weis Markets, Panera Bread and Priceline.com.
--We'll also get quarterly reports from Smithfield Foods, Pier 1 Imports and Winnebago.
Squawk on the Street comes to you live from the New York Stock Exchange each weekday morning at 9 a.m. ET.