And kick off to who is the best many of the year for stoshgz all sliding on weakness and manufacturing. Conditioned trade tensions will we get that sapta clauss rally this year or has the grinch taken control of this market guy i knew i would like that. I dont like that its almost as crazy as gobble, gobble turkey day. Last night on one of the networks that was santa claus is coming to town that is rudolph, by way i dont think youre going to see this rally but i think that for a while. On friday and today, theyre starting to show the warts but apparently he still hasnt done it. It doesnt think it is happening this year or early into next year december 15th, i think it is going to force President Trumps hand i dont think that youre going to see the rally into december 25th which a lot of people know as Christmas Day go forth with the move forward with the tariffs the hong kong solution was a real problem so the really good thing is that and the fact of the matter is that i think some of the news and american tariffs, we know that europe is still up in the air. Thats really the issue you think about the data we had today. The manufacturing data that was worse than expected. Z i thought the market actually didnt do badly today. I thought that had the potential to be more destabilizing and you think about november, it was 40 . It is a little less than 1 hers i dont think its a big deeg at all. I think were going to see it coming out i think two or three weeks ago, we were at the short strokes of the deal that is the market. Despite the reference here, and it was 41 and it is todays print. And you have a vix that is 11 1 2 . And this say rally or not. You had a dynamic where we saw the pmis that were largely better today but again that stabilization dynamic is something that i think market priced in probably a month ago to stabilize i think where the fed is absolutely on hold people are underinvested you have a seasonal dynamic. And there some kind of a deal. And how quickly they move. And again, apple, google, look at the leadership we had in Mega Cap Companies over last month. I think this is not a surprise a kedeal will be announced it is good politics if i had to guess to not go in for a deal before year end, why do you have to i think thats the point. I think statistically, historically, if you can get the market on your side by april, may, it seems as though reelection sort of in the bag so why would he do something in december when they can string it out he being President Trump until the and then send himself up for the possible reelection. He is willing to take the pain in the short term for the market that is something in the spring. And then set himself up for reelection. And the risk reward to tdown side fla and there is technology and there is a stock and it is very expensive to the history right now and anticipating and so it is multiple expansion for the first time the stock up is 70 . And were not seeing and this a year when we saw negative eps sales growth whatever market you want to place it against, thats going to be a really sufficient vote these are the companies that a lot of them are still make money. So it makes sense. When you have gains like this heading into the uncertainty 20620, i think to probably trim some profit. I think thats right today is particularly in there you have a selloff i think it may be more interesting about the fed. Maybe that means you can see rates move a bit higher. Part of the relief that comes out of Third Quarter though, the fed is that is any time soon. And the stocks in this environment theyre seemingly and theyre definitely, he may be right on this you sound more cautious than you have been. And it is multiple reasons. And joining us now is rebecca patterson. And hes on the show and i think most of us are already at the whim of the trade deal were seeing the short term. And it will help the president s reelection chances to come. Just because they really would prefer harder lines. And the military shifts and folks go to hong kong. And beyond it, but i do think that they get something even if it is marketing. And it is that support of. And that is impossible youre mentioning the greenroom. And it is south america. I think it is unfortunate. These are countries that are struggling and they want to help american farmers, of course we do and saying that theyre evaluating the currencies. The government has the export more competitive and they make the economy worse. And this stuff actually made a bad problem. And that is befomonths ago and e release of the biggest impediment and then we talked about the freeze i think boning side would love to see and then you dont see anything else until after the election is a phase one deal that skinny about soy beans and is that a sell in the news have we already placed all that in the bias is it is a sell on the news clearly a lot changed from september. And the Business Sentiment data has stabilized and the exxon market and some hope is priced in. If the deal is only what we expect so maybe we roll back the september tariffs but thats it, does that really change u. S. China relationships . Does that change u. S. Trade relationships with south america, anyone else probably not then you add the uncertainty about the elections and what we can see on top of it how can we have sustained capex even if the economy stabilizes, do we get enough recovery that changes activity i dont think thats likely. It doesnt mean im bearish. The up side is limited even if we get a skinny deal let me ask you with even deal, Economic Data being tepid today, i was surprised to see the bond market sell off somewhat do you i mean where do you think the fed is why do you think it sold off apologize but the fed is done. Were not going to see any hype certainly for the cuts either. And the new inflation regime rolls out next year. What happened in the bond market today. There are days where i said there might have been a corporate deal there is a position on a year end. I dont always think i can make sense of each correlation. I would say in general when you see bond yields rise and the dollar weakens, normally thats happening in an environment where people are more bullish on global growth. Right . So all bond yields around the world go up and the dollar goes down because u. S. Capital goes overseas in such of more attractively valued foreign assets we saw that during the whole era of the brix. You have a weakening dollar as capital moved overseas and the deficit got better im not suggesting thats what happened today what is the environment we can see the sustained trade deal a trade deal can help us with that big fiscal stimulus out of germany. I dont think its coming any soon they take a bad and yes, big fan of the clay nation you have to be, right clay nation really underrated youre kidding, of course sabta claunta claus is comino town tonight yes much like stair way to heaven which got the number one song over the thankgiving countdown i think the snowmizer by the way, relatively it was given too much credit. Santa claus, by the way, whatever sorry. Thank you thank you you want to she said something really interesting. You know, she said talking about the uk and japan taking a bad situation and making it stable i think that is something that i think we have to look back at what happened the last two months in the u. S. When you think about the new rate hike, you think about. Request qe 4 that did happen but its like kind of quiet qe when you think about it here, we have an s p closer to 5 thing goes the ugly this year. The dollar was trading at multiyear highs. At the end of the day, i think you look at the s p 500 and say things were good in the stocks market but think about what it took to get here this stage ten years in, the financial crisis, i mean to me, its very troubling. I think you push out a lot of problems by making bad situations stable at this stage of the game. Coming up, theyre the stock tearing analyst as part. Well talk about the trade for the ages fist, ready, it is, click. Our cyber monday Courtney Reagan has the retail frenzy hey, courtney . Hi there. Today expected to be another record day on line that set record after record laugh week believe it or not, there say lot of shopping still left to do tonight. Ill explain why theea pk hours are still to come when fast money comes right back theres a lot of talk about value out there. But at fidelity, value is more than just talk. We offer commissionfree online u. S. Stock and etf trades. And, when you open a new Fidelity Brokerage account, your cash is automatically invested at a great rate thats 21 times more than schwabs. Plus, fidelitys leading price improvement on trades saved investors hundreds of millions of dollars last year. Thats why fidelity continues to lead the industry in value while our competition continues to talk. Talk fidelity. Talk have you ever worked with dr. Francis . Oh yeah, hes ok. Just ok . Guess who just got reinstated well, not officially. Nervous . Yeah. Yeah me too. Dont worry about it, well figure it out. Ill see ya in there just ok is not ok. At t has americas best network, now with our best plans, at our best prices, starting at 35 a line for 4 lines. New from at t. Tlnch dl is another big haul and hey, courtney. Walmart is in the campus. And they fill all of the online orders that are coming in on monday walma walmart expects today may the biggest day of the year for the online orders. And so far, some of best sellers include the apple air pods the instapot, not everybody has one of those the ninja air fier the advise yoe 55 inch tv and the nintendo switch. But beyond just walmart. Com, the National Retail federation expects 69 million americans will shop at some point. You mention the records. Adobe expecting this day sales to grow about 20 over last year to hit 9. 4 billion. That is on top of the records already set for thanks giving day and black friday but what is interesting is there is still a lot of shopping left done tonight remember in the old days when you had to get to work to use the high spedibility net on your deskt desktop computers, that was peak hours. Now its much later at night the golden hours will be 7 00 to 11 00 p. M. That civic time that is 10 00 p. M. Pacific time here once all the chores are done, thats when the shopping will get started. Were getting some preliminary data for howthings have been shaping up online. Edison trends at least analyzed about 300,000 transactions from thanksgiving and black friday. Nordstrom is seeing the biggest increase in customer spending online compared to last year with the 6 00 jump. Walmart close behind target, however, and j. C. Penny, those spending online numbers from the samples fell 12 and 14 respectively we still have a lot of shopping and time left to go. And you know we still have a decent season left even though it is six days shorter be careful when you order online and looking at the shipping dates. A little buyer beway from me over to you. Courtney, thank you for the tip. Courtney reagan, what you are doing over there when you go to work for the high speed internet. I want to have a conversation. You should say that. And they had a huge run in the evaluation and they work to appear every friday and they are back saturday this past week and he talks about and then they target catching up to walmart. And their erndz. Earned. And you buy something elimination. Thats one interesting part. I think there is something in the retail leaders here. You see things that dont work, right . I dont know if macys can turn it around. And the stocks are more expensive. Id rather be in the extremely high shortage. Yes yes and they were they were full price for off rack and perpetuated. When you look at target. And the relative victory online. And its so extraordinary and so guess what, target is not as good thats exactly and knave not done is so well. And those folks into this Holiday Season very veshgs perfect. Amazon is targetted and they get about online and their online sales and so there is plenty i think thats why amazon. The last couple years, they took time to bear out and they had that gap. And they go to the trebd line. Trend line. Because i think there is a lot of concentration big box names and these Home Improvement stores because you look at the xrt which is a broader look, it is up 10 and i want to keep an eye on the other ones that are crowded. Cyber monday winners and losers, head over to cnbc. Com. In the meantime, here is what is coming up on fast. The most divisive stocks on wall street. We take a look at the names where analysts opinions are most diverge enlt and break down which side has the best argument the clock is ticking down for boeing as they try get the max back in the air y d. C. Cou why d. C. Could be a make or break year for airliner. soft music when i see obstacles, i create opportunities. When i see adversity, i find a way. When i hear never, i say now. 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Certainly the president is and they get to the bat that will is brewing on wall street among a handful of well known companies, ge, uber, facebook, and lyft are some stocks where wall street analysts remain deeply d deeply divided and 190 a share. The high end coming in at a whopping 949 whos that you can check out the full list on our website but we ask this question here, you know because this got us thinking we like to think here how divided is our desk on the very same names. To find out, its a from game of trade it or fade it. Thats right. You know all the rules these guys are so good at the rules here sometimes lets get right to it 35 on the low end so, tim, trade or fade lyft . Again, im trading this one get out there right ai wachltwa. We have had a renaissance on the stock. I think the expectations were reahe is issed i think the profit expectations are heavy. We have not proven profitable in this name. I think the structural issues relative to uber it looks better, im fading im a trader of this name since the low 40s. Yeah listen, i think there is going to be you cant take all of the 2019 tech ipos and throat baby out with the bath water there are some that have done well and they stabilize here in the 40s. Ill play the game correctly. You typically dont sometimes, for the games. There are so many different and sometimes it gets confusing. Trading. Okay. Play the graphic. You know what that means. I do. The last two quarters i think have been good i think over the sum they are was a 60 stock. They told us about the pathway to profitability then they talked about the lockup coming in august. You had to a week or so later. And the stock cratered can you see the stock back to that 63 level loop ventures i believe upgraded the stock. All right lets move on. General electric high end price target, 21 then you have the other end 5 trade or fade . I go two myself if i had to pick one, it is trade it nice. I think there is a number gf businesses there the there is a number of not so good businesses. There is also a ton of debt. I think this one will go one two of ways. Either a lot or counsel a lot. I think they have a great ceo. There is clearly he had winds. Aviation can be great. Well see. If the boeing, the 737 max is important to them, well see how that goes. But i would only play it through them, you dont know what you v it could turn into a fade it on facebook here, 330, low target of 120. Im fading here they have come down dramatically i tell you that in some point this is the poster child and theyre avoiding and he will not want to get whatever and theyre now and the trend and asset manage mebt management and avoiding the same things that we know and touch and feel and were on the stock with nearly 800 separating heightest and lowest fade it, mel. And you had that move a straight up move. Rarely do you see a stock like that and not revisit at some point. And she come in harn 275 and theyre in there in the tesla community. And i think the stock trading is we low and goes back to the all time mode. Three chip makers and all among the battleground stocks and a d up and he has the semis over to Tell White House is right. Bulls or bears i want to try to answer the stock index. The first thing we know is anything that moves. And its going up. Heres the question. When you have selloffs, why do they stop . Why would that stop there or stop there or stop there is that random and no, that is not. The trend lines narrow and eefrp one of those stopped to the penny to the penny to the penny to the penny to the penny. Maddening or happy you can interpret it however you want its real, it happens a lot. I think what youre going to get is the next dip to trend so keep in mind that line. Keep in mind this line two reference points the level from which you broke out. Those both coalesce around the certain level. 1600 and were we to get this, i think thats what were going to get, youre talking about another 4. 5 from here were do you rememb down 3. 7 . Thats in kardcards. There is no way around this. This is the popular issue of the market the peak in performance is not here we know its gone up and up and up but it is relative performance peaked two years ago in fact, last chart, it peaked on the 27th of november. 2017 here we are past the 27th, 2019. That means choosing semis rilt environment to other choices in technology is wrong on a relative basis is that about to change . I wouldnt think so. Carter go, the to come on over well bring the chair in. He got a hand cut over the weekend. I got one great point by you, mel. Does the stocks at least hold the trend line i would say thats is the first bench you make when you approach the trend line from below or above, you make the bet. When you breach the line, then you have to flip it arp and got other way. En that is aoff. Selloff. And i think of all the ones right here carter, do you look at the smh and im doing this for folks playing the market and wondering whether chips and semis and high cyclical stocks. There are two ways to interpret that and then consider this it was such a runup. And 2000 soemys, the stocks i