Stockpiling, as well. The tenyear did pick up the 287 off just a touch now. The ecb hold rates steady. Our road map this morning, the market, strong gdp claims data putting pressures ahead and sparking more concerns about potential fed tapering. Apple is in the news for reports ooh a deal to china mobile and carl icahn is revising his call for a Share Buyback. Well look at the winners and losers in retail. Wow. First up, though, the tenyear notarizing on better than expected economic data, revised Third Quarter gdp up 3. 6 while weekly jobless claims fell below 300k. This all happened on the 17th anniversary of Alan Greenspans irrational exuberance speech in 1996. How do we know when irrational exuberance has unduly escalated asset values which then become subject to unexpected and prolonged contractions as they have in japan over the past decade. That leads us to a good question, jim. Last night, you all you did was talk about the data getting stronger which takes away the bubble argument. Meaning we have a lot of stockholm. What do we do . I dont know. Buy more. Buy more. He had to double down on that comment, thank god. The rally hadnt even begun yet. It was the beginning of a great run. This data, yes, what were struggling with, and i think were going to transition to a nonfed world. Its going to take a year, but were going to be talking about data and earnings. Not there yet. But this is the beginning of data that makes me think it will she good, not just bottom line, but top line. Your point last night was that in the near term, those who seek good news as bad news for stocks are going to be in the drivers seat. You have to overshoot on the bonds. You have to go to 3. 25 or 3. 5 in a heartbeat and pull back to three. And the pullback will be that moment when people say, you know what . They didnt help housing. Three kids under one roof and the same with inlaws. I dont know if you ever stayed with inlaws or with mom and dad, right. Thats been argument for a whi while. If you can, you will get out. Although i dont know, well see the latest gdp number revised, showed it came down a little bit from construction, i believe. I know. And theres people in the near fix. The number is good. Under 300. Theres a boom happening in some parts of the country. Most people okayed in texas. You start to see a pattern. This oil and gas revolution that were talking about every day, its starting to appear in the numbers. Which has not happened so far. A big nice people in the Washington Post about why oil and gas has not been a big jobs driver. Not yet, but mohawk Just Announced expansion of plants in dalton. I mentioned that only because youre starting to see jobs being created in the southeast. Some people in texas would say, jim, look at the map. But what i see is that its beginning. This is the largest construction project for our country, starting to really see billions and billions of dollars needs to be spent despite the export of natural gas. They need to retrofit it all. I know. He saved the day. But you are a person of some skills, blue collar skill. Chart industries came on the other day. What do they do . They make the boxes that allow you to turn natural gas into theyre desperate for workers. Theyre in louisiana. That area of the country is having a legitimate boom. Theyre raising the price, not minimum wage. Im talking about wage price to get any workers. Were seeing it happen. Union pacific upgraded raymond james. Why . Mexican influx, but oil being transferred. Negative article about rails transferring oil to california. Right. But yeah, ive got to tell you, this is enough. This is the first time i think its showing up. So your bet for the jobs number tomorrow . Have you got one . You have to go for over 250. The over. No kidding . For those who are going to try to nail the number, by the way. Im going for the under in the saints panthers game. If youre the over on the jobs number, under on saints panthers. The panthers need it, second best in the league maybe after the niners. Cam newton, its a small market. Meantime, apples long awaited iphone deal has reportedly been signed. China mobile is the Worlds Largest mobile operator, one of the few major carriers not to offer the iphone to its customers. Separately, carl icahn, the billionaire investor softening his Share Buyback calling for the company to repurchase 50 billion in shares down from 150 billion. He is on the cover of time. I think were going to talk to the reporter who sat down with him for five hours. Five hours . Backtracking david, or not . Absolutely. We told people yesterday, there was an expectation he would be file ago shareholder proposal. He missed the filing deadline to include it in the proxy being sent out by apple for their annual meeting. So hes going to have to spend some money to put this in the mail if you wants to see some action on this. That is the side show. He came down from 150 billion and immediate buybacks, his original suggestion to now a shareholder proposal that seems a lot more modest, but perhaps more realistic. 50 billion over the fiscal year. We told everybody this year on cnbc before the market close. The market did not have much of a reaction to it. The fiscal year, by the way, will end with the month of september 2014. So thats what hes asking for. We should point out in the calendar year to come, this is a company that could generate well more than 50 billion in cash. Of course, we talked about it yesterday. Times verizons base. And everyone knows there will still be people who will buy the stock and the stock has been we said, listen, this is going to happen. And it will be someone who hasnt heard and well buy the stock. Its up seven. They say the rollout could happen this month, somewhere around the 18th. But having been sort of toyed with as a notion for so long, it is weird to finally see it coming if its true. It fell back to that Conference Call where people didnt think it would be coming. Jim cook has finally done a lot right after having a difficult period. There was adjustment, obviously. There was a continuation after a huge upside and people kind of felt, well, you know what . This is unstoppable and then it got stoppable. Its happening again. I think this is going to be a big Holiday Season here. Tablet res still everyone tells me tablets are incredibly strong. I saw best buy with a ad today, dramatic reduction if you sign up for the carrier, but it was a samsung feature. I think this class is on fire. You dont need china to make this story a good one. For 2014, piper is saying the numbers have to accuracy. Piper is always first. I dont know if theyre right. You have this idea of capital returns which they of course say listen we committed to 100 billion last spring, we paid a dividend, we have another 37 billion to go there in terms of buyback, but well revisit it next year, as well. Your point is a good one, jim. If you were to buy back 50 billion from the stock over the next five years, which is not inconceivable, it would go a long way towards reducing a good deal of the float and potentially getting the stock up. Dont forget, apple needs that stock to go up in part to be a competitive employer. Its very important to young people out there in the valleys that they get stock you know, if you want to recruit the best, that your stock be moving in the right direction. This is a great point. I was with someone who was connected with google last night, a Charitable Trust name, and google is getting those employees. Theyre getting them but theyre compete, facebook. Im talking about like cal tech. Cal tech is you have to be a real smart fellow. But thats the battle. Who gets the cal tech kids . I fund a scholarship at berkeley. Oh, geez, guys that come out of that, these are very smart people. Theres a bidding war. Very important. Thats not something to lets move on to retail this morning. A number of retailers making news. Dollar general report ed 72 cens a share for the Third Quarter, ahead of wall streets expectations despite a challenging consumer environment. Comp sales rose 2 in november. That was below streets forecast. And tiffany gets an upgrade at Goldman Sachs on the conviction buy list. The firm saying Profit Margins and Free Cash Flow expansion. Tiffany had a good number not that long ago. I didnt know how value added that call was. Dollar general, i remember when this went private because they felt that dollar stokes were undervalued. Then it goes public within a huge hit and another 1 billion buy back. Dollar general just started expanding in california. They were not in california. California is a fifth on the country. A lot of room went the wrong way. Upgrade to kohls over at bank of america, calling it an inflexion year for offer net and good, Free Cash Flow. Youre not a believer . I like the sanoma pants and i wear them on the weekends. But i think kohls is undervalued, but its been undervalued forever. You need a conns, not a kohls. And aeropostale, the loss wider than expected. More discounting. Another warning on the quarter. Last night you said you fancy yourself a pretty darn good retail analyst, but its too hard. Its too hard. I used to go with my father when he would go to visit these retailers. He would have white bags in his station wagon. He never knew who would need the white bags. I just think one operator is doing well across the street, another guy is doing badly. Express is such a good company. I saw someone, down 23 yesterday. What do you do . Do you step back from the whole group . I think you have to. Unless you do a regional situation like conns, again, i come back to oil and gas. The country is too hard to figure. Look at costco. This stock is up ten straight points. It doesnt matter what its does, its going to go down. And you know costco, theyre the most consistent operator in the country and their numbers are when the most consistent operator costco is great, its a buy. But walmart, consistent operator and not consistent, although walmart stock doesnt go down. No. It doesnt go down. Isnt that something . Bad number, the stock didnt go down. Target up most of the day yesterday. What is the message . I think that says dont overthink this. Job claims, may be a good payroll number. Gdp up. People are more flush, but theyre shopping at weird ways. The teenagers, i dont know what theyre doing. I think theyre just buying tablets. On twitter. By the way, twitter has elected margie scar did i no to the board. A former head of the economist group. I think a nokia director in some capacity. So a little diversity of the board. Hewlett packard doesnt just have diversity. Its a great turn around. I think thats always an interesting point. We talk so much about ladies in the top office, but there youve got meg whitman and Cathy Lesjack and they are running that company. And the cfos in this country, i dont mean to be sexist or even recognize gender, but two of the best cfos in the country are women. Women who are watching the show are or teenagers or those in your 20s, go into finance. Theres jobs there. When we come back this morning, a live interview with fords Ceo Alan Mulally as the automaker unveils a new redesigned mustang for 2016. But what about his future at the company . Well see what happens. Were going to get factory orders and draghis presser continues. A lot more squawk on the street in a moment. Tdd 18003452550 life inspires your trading. Tdd 18003452550 where others see fads. Tdd 18003452550. You see opportunities. Tdd 18003452550 at schwab, were here to help tdd 18003452550 turn inspiration into action. Tdd 18003452550 we have intuitive platforms tdd 18003452550 to help you discover whats trending. Tdd 18003452550 and seasoned market experts to help sharpen your instincts. Tdd 18003452550 so you can take charge tdd 18003452550 of your trading. Ford is unveiling today a redesigned version of the mustang for 2015, set to go on sale next fall. This will be the first mustang sold in super and in asia. In the next hour, well have a live interview with the ford Ceo Alan Mulally. Well talk about the car, talk about ford global, the things hes done to change this company, jim. And by the way, six simultaneous events rolling out this car around the world today. And look, ford dramatically cut the number of name plates, they cut the number of editions, so to speak, and made it so if you worked at a ford plant in europe, kind of like the same as a ford plant in america. This company was a despairit jumble of brands and one of the things that was most important was he just kind of alan mulally said enough of that, one ford, one ford, one ford. And his other phrase is a terrific one, which is profitable growth for all. Workers, shareholders, okay, obviously this is a company that people dont understand is most technologically oriented. When you look at ford, they have done the most with the web. They a big sales force. Com platform. So alan mulally is critical to the stock. Mark fields, the number two, is terrific. But i think the stock goes up every day because they think this man is going there. Interesting writeup in usa today about it. Its still outsold by the camaro over at she chevy. They need to do something to get more women to buy it to a large degree. About a quarter of all mustang buyer res women. We had a 1954 original distance. What . Yeah. My mom bought it. Loved them. Loved the mustang. We were big ford people. By the way, guess rememe always drove a lincoln. Those were in the days when they drove tesla. Gm is hotter than ford. Apparently theyve done some designing with the new chassis. Theyve been able to lower the roof, lower the hood, lower the dashboard so it has more ooh a streamlined look. And as far as microsoft, the release of the surface 2. I thought that was amazing. This basically may just say this one is the big leap over the other. Microsoft, again, just looking at the underlying things. That bomber put in place. Or is it just because balmer would no longer be in place . Balmer did good, double whammy. Maybe balmer is leaving on a high note. Why not . He is. 38. 94. A 13year high yesterday. Its more john elway thats willie mayes. I remember willie mays, very well. He was not the player he was by a long shot. Hey. Probably the greatest player of all time maybe. Really . Yeah. I think you could win that argument. Arm fielding, 660 home runs, in scandal stick park against the wind, hes 511, 170 pounds, he hit every ball right on the nose. Mentioned one of the leaders in his all time. Can we switch now . I have adam she hacheffler on t line. You cant play this weekend. Im just saying. Hey, we can talk. You have to get paid to play in the cold. Thats the issue for denver this weekend. Oh, my. And it is cold. When we come back, the stocks under cramers microscope. Well find out what he thinks about them in his mad dash. Kyle bass will talk about his best on gm. Well find out when the opening bell happens in eight minutes. . Oh boy. [ male announcer ] fedex one rate. Simple, flat rate shipping with the reliability of fedex. Fedex one rate. Ive got a nice long life ahead. Big plans. So when i found out medicare doesnt pay all my medical expenses, i got a Medicare Supplement insurance plan. 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Its all part of our goal to execute your trade in one second. Im derrick chan of fidelity investments. Our onesecond trade execution is one more innovative reason serious investors are choosing fidelity. Now get 200 free trades when you open an account. Yep. Got all the cozies. [ grandma ] with new fedex one rate, i could fill a box and ship it for one flat rate. So i knit until it was full. Youd be crazy not to. Is that nana . [ male announcer ] fedex one rate. Simple, flat rate shipping with the reliability of fedex. Lets start off with brent. Yesterday we talked about a downgrade, att. The flip side is whats been happening at sprint. Sprint is one of the most called upon stocks, the viewers. Here is a piece by n oo mura, and theyve been doing quality research. Ibitda, hence Free Cash Flow driving higher. Theyre saying its going to make a lot of money. Ive talked to a lot of people. If you dont mind my touching your board here, they do not understand this morning. Get out. No, they do not. But this would explain it. They probably want to keep a currency out there for a variety of reasons. Including theyre hoping maybe still some consolidation will come their way. They have that reputation. This dan hessey i think is one of these merkel workers, not unlike meg whit man. They seem impossible. Hardly any float there. I dont know. David, this is a 1050 price target. You think this is time merigold . I think it might be. Expensive near term, it says. But im talking about why stocks go up. When good things happen to bad stocks. How is that . I like it or when good things happen to good stocks or bad things happen to bad stocks. Just in terms of the single digit stocks that have worked out, you think of sirius satellite, rite aid goes higher, new merchandise selling well. Walgreens, cvs, theyre doing well. Ive never seen single digit stocks make people so much money. And sprint was at two bucks not too long ago. Well be watching all of those stocks mr. Cramer just mentioned. We have the opening bell coming up after this. [ male announcer ] once, there was a man who found a magic seashell. It told him what was happening on the Trading Floor in real time. The shell brought him great fame. But then, one day, h