so many other markets feel the pinch from lumber, steel and commodities to electronics and home goods. not to mention jobs in all of those markets. it's good news that housing is as strong as it has been but important to recognize that it's hardly boom times and the players involved are approaching with caution. that may very well mean this economy, while showing fractional growth bumps along the bottom for some time to come. that will do it for "closing bell." stay with cnbc. here's "fast money" right now. >> i'm melissa lee, the traders tonight are dan nathan, karen finerman, john najarian and mike khouw. let's get to the big story that fast is following. the third rail, interest rates zoom higher today, the ten year yield finally breaking three percent just moments ago. so the question we ask is, as

treasury yields surge will the rally in stocks get zapped or can rates and stocks rise together? dan, there are a lot of young folks in our audience. they don't remember that they historically rise together. >> there are periods that you'll see a disconnect and the sense that we have had in a short period of time. basically doubled since the summer. these trades have been very crowded, these yield trained, bond proxies, some of the names that people have crowded into like utilities and reits. if you look at the prices, they stalled out months ago. they anticipated this. to me you have to be careful here. home depot is a great example of a stock we heard about in the observation there, that this company reported great earnings two weeks ago. it's down ten percent from the highs making new multi-month

lows right here. in some degree that has to do with the rising rate environment. >> is this time around different? >> dan makes a great point. for a long time stocks and bonds have had a negative correlation. last monday that's when things started to change. around 2:00 stocks rolled over and treasuries rally and went out at the highs. that's when we saw the negative correlations were back and i think it's here to stay. >> it's not a problem for stocks if, in fact, the economy is improving and rates are a system of an economy on the mond. if you look at the last time we were at 3 percent, last time around europe was on the verge of a massive credit downgrading. different story this time around. >> i totally agree. if you look at it that way, it's a result of an improving, not the other way around, we're

forcing three percent and what will that do to the economy. we've had in the past, three percent as a very, very comfortable rate and valuations much higher than here. >> you look at german bun bonds are at multi-year highs. this is happening around the world. doc? >> to the point that we're all making p and that is since we're seeing organic growth, not stimulus boost, that sugar high, that's why i think we can move higher with rates moving higher. i don't think we're going to see rates just hit three and just surge to three and a quarter or something. >> when you think about where gdp printed, this is not fantastic growth and this is after the fed expanded its balance sheet by $3 trillion or whatever it is. you have equities at all-time highs here.

i'm not certain the minute that the fed does -- >> are you bearish then? >> i am. we are three and a half percent off of the highs. tomorrow's number is going to be really important. if that's what the market is looking for and the fed tapers in a couple of weeks, equities are going to sell off. although we have had decent data of late, it's not fantastic. it's not screaming to me that you got to go in and buy the global growth trade right here. >> let me play devil's advocate. it's not as if it's been discussed to death. couldn't you say fear of taper is when you buy stocks. >> i agree with that. it's comfortable with the fact that it doesn't really matter. i don't believe that so that is the consensus right now. although we're down three and a half percent from the high. to me, listen, we just had this q 2 earnings period that was not

great. but the visibility was very poor. in your space, the consumer stuff is horrible. at u.s. consumer getting tapped out. i know the auto sales number puts a little dent in that. >> diz posable consumer stuff is bad. the durable stuff is very, very good for consumers. that's the bigger thing. >> they're not spending. some of these companies like sysco systems, it's cutting jobs right now. they're not investing in cap back. to me there are a lot of disconnects here and i would say that the fed has a lot to do with it. >> i agree with dan in terms of disconnects. you're saying this is good, this is good. there is less good. that's the problem. i was on the show in may and one of the reasons i loved the market when we were breaking above 1600 was the fact that more stocks were participating. it had legs to take it to another level. now we look at it and there are less stocks participating. you look at stocks above the 200

day average. it's generally in an uptrend. when we see the s&p 500 making new highs you want to see more stocks in uptrends. we're actually see the opposite. that to us is worrisome. >> give me the bottom line on the technical take, that is that the market looks to set up for a decline at this point? what's the call ultimately? >> not only are less stocks participating and there are now less stocks in uptrends but when you look at the internals of the market, where we were at those june lows, they're's above those lows in terms of the price of the s&p 500 but there are just as little amount of stocks in uptrends as we were at those lows. in other words, we might be above those june lows but the internals of the market are just as bad. >> this tells me this is a stock pickers market, it's not a market that you buy into as a whole, maybe on an etf basis but

an individual level. dr. j., what are you doing right now? >> i'm picking stocks. >> for a rising rate environment? >> for a rising rate environment. i'm not really looking at that because i think we're topping out as far as rates. i know john malloy thinks we're going to go screaming through three percent like a hot knife through butter. i think we hit a wall at 3 percent and pull back down to 2.8 and consolidate and move back up through three. as we said an halftime, mel, i think we move through 15,000 in the dow. you get to that number and everybody gets out and takes profit. >> you say three is resistance? >> i say we're going to get through three but slightly, possibly not close above it more than a couple days and then, boom, pull back down because a lot of things will get triggered, a lot of knockouts will get triggered as we hit

three. >> to your point you're talking about rates running into resistance so that is bullish for bonds. when you look at bond sentiment it's some of the worst we've seen in years. the last time there were this little amount of bulls was in the beginning of 2011. >> take a look at the stocks that historically have benefitted from rising rates we've seen recently, insurers, for instance, financials in general. karen, where would you go? >> that's not as interesting to me. banks actually are interesting to me in that you've seen a lot of banks that have wanted to position themselves for a rising rate environment, that actually have been making less now because they've positioned themselves so. i think about bank america as one of them. some talk about volatility in their capital markets business.

bank america's mixes much different than some others and they will benefit, most of their business is spread business. i'm comfortable in bank america. jpmorgan, city as well. it's a quick spike that's problematic, not a gentle rising of rates even three through. >> in the immediate term though are you concerned about an equity underwriting slowdown for those banks that need that for their bottom line in an environment where we're seeing seasonability worse than expected. bank of america now are 33 percent below con saensds it goes down the line with morgan, goldman sachs. >> i think the volatility could be short lived. if you see the economy doing better i think you'll see capital markets and equity doing better as well. >> the question that wall street is waiting to have answered, will the fed begin tapering in

september. chief economist at stern energy joins us from chicago with her take on what the fed will, in fact, do. you say it's not happening? >> tomorrow's report is really going to be one of the key indicators. the tone of the fed has been patience. they want to wait and see. they're very data deponent at that point. it really doesn't make sense to make a preemptive action unless the data, again, tells us that the economy is strong enough for the fed to begin a policy change. >> you don't think it's strong enough. does syria play into this at all? >> i think there is going to be additional volatility if we continue to see turmoil overseas. really what the fed is focused on is the domestic labor market and we have been seeing positive job improvement. looking at a monthly average on a three-month basis, we've been actually losing momentum since april. again, we still see positive growth in a headline nonfarm

payrolls but at 150, 160,000, it doesn't give the fed enough momentum to suggest that we're seeing improvement. what we're seeing is more of the same which isn't enough of an argument for the fed to roll back purchases. >> do you think the fed comes down to the august jobs number tomorrow morning or is that too binaer? >> i think that's the key element. we've seen reports come into the high side and the low side. i think the august report really is that key indicator. but the problem is if it comes in at a modest level, if we see maybe near 200,000 but month movement in the unemployment rate, or we see a downtick of 1 tenth in the unemployment rate but 170,000 on headline job growth, that doesn't give the fed enough momentum one way or the other to make a clear argument for or against tapering. >> we'll leave it there. thanks for your time. >> thank you. >> before we head to break let's

check on the after hours movers. quick silver popping more than two percent but look at zoomies plunging as second quarter results disappointing on both the top and the bottom lines. apple officially making a golden cross in today's session. don't get too excited. we'll tell you why this doesn't matter. plus august same store sales showing the consumer pulling back. we'll play a little retail buyer beware as september kicks into high gear. stay tuned.

>> in kiss in case you missed this, the move went to 2.99 percent. the last time we hit 3 percent was back in july of 2011. let's get a market flash right now on tim kin. >> they're spiking in the after hours after the company announced it will separate into two publicly traded companies. in the new structure the company will continue to operate with that name but the company's

engineered steel division will be its own stand alone company. investors really like this move, up 6 percent in the after hours. that split expected to be completed within the next year. >> she la, thanks for that. karen you had been involved in tim kin and this is one where an activist did play a roll in this. >> they did an outstanding job. it wasn't an easy activist target and yet they did a great job and the company was responding to an overwhelming shareholder voice that said we don't think the synergies are there. sadly we sold the stock at 59. >> would you look at the pieces at this point? >> we sold because i thought they were having a split value. i'll revisit but i don't feel inclined to jump in right now. >> we had mentioned that apple crossed through its so called golden cross earlier today. that's when the 50 day moving

average slips above the 200 day moving average. what exactly is the golden cross and should you care about this? we turn to the author of all star charts. we go to you on this. does it matter? >> it's nonsense. >> nonsense? >> what does that say about your book? >> i don't know who came up with this golden cross stuff. basically what it is, when the 50 day simple moving average crosses above the 200 simple moving average people call it a golden cross. it's supposed to be a got thing. i've never seen is evidence that suggestion that. if you look at the last couple of golden crossing for apple, the beginning of 2009 in may went up. of course it did. when the 50 day crossed above the 200 moving average in early 2008, not only was it not the time to buy apple but it was the time to sell. if you are going to be buying

apple it shouldn't be because one moving average is crossing over another. let's get to supply and command. when apple really started selling off hard it found support in november, december, january. we were there for two, three months. let's call it ten weeks. we've been up back at that former support for now, what, three weeks, something like that? i don't think that's enough to get rid of all the supply that's going to be up here. i think from a risk reward standpoint, to be putting on a new position here in apple, to me, i don't think it makes any sense at all. i think you could be patient and like i said, if you are going to be in apple, at least short spies against it. that particular ratio of apple relative to the s&p 500 looks much better than apple on an absolute basis. >> we should mention some headlines, they're reporting that apple is considering further broadening out their product line. they're looking at a screen size as big as six inches.

pushed above 500, immediately pulled back. >> i'm holding long spreads in apple because the september 10th announcement next week which we believe will be the new iphone along with the september 11th in beijing when we believe they might announce that china mobile is part of it. if they're part of it and basically their 3 g network is as big as at&t and verizon together, that's huge. that's not a sell the news event unless the stock is 550. >> if they say it's not going to be introduced until late in q 4 then it could be. >> it's just a recovery though. apple is making that recovery. it's not like it hasn't been here before, right. yet the revenue numbers i think are still so strong and the fact that apple is in my mind on the

precipice of being a king media. they have what everybody wants. >> let me clarify also they're considering not for this launch but for if you had iphones. let's switch gears and talk about the consumer pull back. retailers looking toward the key holiday season after the latest numbers today showed august back to school sales were weaker than expected. let's bring in the sector analyst add mckrory capital. great to see you. what sorts of ex trap lagss are you comfortable making when it comes to their retailers going into the holidays. >> i think in conjunction with the reporting that we heard, retailers said august is off to a mediocre start, certainly not as bad as july. but i think it's still rocky out there. all the retailers i cover and much of the broader sector missed the top line for the second quarter and the fact that

those trends continued into august is not great news. >> what's your read on the consumer? we had very strong auto numbers. they said consumers are willing to spend on big ticket numbers but not a sweater or blouse. >> i think there are two trends going on. the consumer feels better about the economy but when they look at their bank account it's not showing up. they're taxed higher this year and that's causing pull back in spending. so i think they're pulling back on those most discretionary categories because that feels like you're on a budget but you're going out and buying a car. i think the economy is recovering slowly. it's rocky for the discretionary retail segment. i think the best way to play the recovery is probably the department stores and i'd stick with best in class there. >> i love hearing that because macy's is one of my favorite positions, obviously didn't didn't have a great month although i think their back to

school language is better. you had a controversial one, abercrombie which you liked post the blow-up? >> they're a rocky story. it's been a tough go for the second quarter. i do think they're transitioning from a sales story to a margin story. margin, capital deployment. they're going to be buying back stock and cutting expense and all of that could be positive for the bottom line. >> do you think there is a play in some of the retailers that sell bigger ticket items like furniture or other home goods? >> macy's does the best business in my coverage in the furniture category and they're having very strong results there. that's one of their strongest performing businesses. if you look at the numbers they look like they've been doing a bit better than the soft lines categories and broad lines. >> best retailers going into the holiday season. >> i think that's probably macy's. i'm not currently recommending

it but i think they're very well positioned. they've got strong trending categories. they've got big ticket items and are sort of a read on every consumer. >> thanks for your time. still ahead on "fast money," groupon catching up to an overweight at morgan stanley but after a stellar year could they be on the verge of a major pull back. we've got a street fight. plus we'll take you inside the bat of of one hotel group that loods the dell no. we'll hear from one investor pushing for a big time sale. (announcer) scottrade knows our clients trade

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money." i'm here with your market flash. smith & wesson taking a hit off reporting earnings. the gun maker beat when it came to both profit and sales but the outlook coming in below expectations. basically the company's sales forecast for the current quarter, flat from a year ago. despite the drop we're seeing in the after hours keep in mind the stock is up more than 30 percent, a big part of that gain thanks to gun enthusiasts stocking up. >> i like smith & wesson. there was a lot of resistance this time last year at this $11 level. we broke out of it a couple of months back and we're retesting it again. you can own it above last month's lows. >> groupon getting a boost in today's trade, the stock popping 4 percent, groupon having a monster run this year up 120 percent so far but can the momentum continue? time for a street fight.

dr. j. is the bull. dan nathan is the bear. >> you had me at monster move, mel. thank you very much for that. she's right though. 90 percent improvement in revenue here and they've got 50 million, 50 million apps that have been downloaded for the groupon app and now that includes savored which by the way will be the savior. you have tiger and jana involved in this company. i have had loved it from a single digit stock all the way up until it broke through ten. i think it keeps going. >> here's the thing. when you loved when the stock was at four was a turn around story. this is a company that was early in this daily deal sort of thing and a lot of discounting direct to the consumer. to me what happened here is that flailed out and that was a real problem and it was a problem for consumers getting the product. it was a problem for the retailers selling the products. what has the company done, what has the new management done?

they have shifted their sights to a model that is a low margin, low profitability business. they're selling goods directly to consumers and warehouse them. >> that's only part of what they're doing. >> 40 percent of their sales last quarter were in goods. they want to compete with amazon, compete with costco. this is a company that's only supposed to grow sales 14 percent a year for the next two years. what they're going to go after is increased sales and compete with guys who are committed to doing it at very slim margins. i don't think buying the stock up 120 percent year-to-date is a good point. if you can get this thing in the high single digits and play for the new management and the turn around it's probably a better level to do. >> one last thing. 50 percent of the business is on mobile right now for groupon. that's huge and that's a huge opportunity for them. to dan's point, you could look at the competition against the likes of amazon but you can say

this is a competitor of facebook. >> competition of amazon is a pretty big deal considering they have deep pockets and is willing to lose money continuously in order to gain business. karen, where do you fall on this? >> i'm with you, mel. it's a really tough business. to me they're not adequately sized. just because morgan stanley upped it doesn't mean that's the reason to own it. >> karen, you mean you're right there with me? >> i'm agreeing with you, with dan. >> feel better, dan? >> yes. >> let's go to mike khouw for the options action on groupon. where does the options market fall on this one? >> it was interesting, we saw substantial institutional cal spread risk reversal trading. that's when somebody byes a cal spread, in this case it was the november 16th call spread and then collecting more money. they sold the november 9 puts and they did this many thousands of times. when somebody does a trade like

this they're willing to make a bullish bet, hoping to have participation as the stock goes above 12, maybe up to that 16 level but they're not willing to buy the stock here. to dan's point they're not going to be forced to buy the shares unless they decline to around $9. this is somebody who is willing to play the momentum but doesn't like buying the stock right here. >> we want to hear from you on who you thought won the street fight. tweet us @cnbc using hashtag bull or bear. still ahead from the street fight to a football fight out in the field with the official nfl kickoff, our own former nfler dr. j. was right on the money last year with his super bowl pick. >> i say go with baltimore, that's your sleeper team in the afc. >> he made that call expectly one year ago today. find out who he thinks is heading back to the big game this year.

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>> welcome back to "fast money." we're live at the nasdaq market site. time for a trade update. it has been smooth sailing for one shipping stock that karen recommended last month. take a listen. >> the trade of the day is nm. this is in the tanker rates. you get a lot of operational leverage. they have the south american logistics business. you have a four percent dividend. if you believe that these product and tanker rates have turned or bottomed which i do, then you could see a lot of upside here. >> now, if you had listened to karen you would have gained 21 percent since that call. karen, it seems like a lot more people out there are getting bullish, the shippers in general getting an upgrade. now they're saying the supply and demand in terms of tankers

is finally -- >> remember they're totally different markets, dry bolt versus crude and product. nm has much more exposure to dry bulk and product tankers. we still believe the turn around is in the midst of happening and you can see day rates move. so i still like it here although it's volatile. >> navios is exposed to -- >> dry bulk. >> carl icahn and dan lobe full of colorful language. you can add billionaire investor ron burkele to that list. this week burkele sent a letter saying stop acting like spoiled child. stop playing with the company as though it's your new toy. ask your mother to buy you something else. at issue is a boutique hotel empire, morgan's hotel group operates the shore club, the

delano and the hudson in new york city. burkele owns about 30 percent of the company's stock. he wants the company put up for sale. clearly he's getting frustrated. our next guest has also invested in that story and wants a sale. let's bring in founder and ceo of care is dale capital which holds a 4.5 percent stake. you sent a letter seeking another slate for the board. >> we own 4 percent of morgan's hotel shares, one of the top five shareholders here. we think that the vast majority wants this company to be sold and put on the block. from a strategic sense it makes a lot of sense. this is over leveled and undercapitalized company and there is a lot of strategics to use as a platform to build an international hotel chain. >> proxy season isn't until next spring. why release a letter now?

>> we're trying to indicate that the current board that they're going to have a tough time getting re-electionedre-elected. they're not going to have enough time when you have got a shareholder base that really wants the company to be sold. we're trying to communicate that and say we're serious about putting up a slate. >> is there any reason berkle can't go out and buy stock? >> he can. what he recognizes is you have a shareholder base that has the same vision for the company as he does. that's for the company to explore. >> what do you think it's worth? >> anywhere from $8 to $15 a share. the difference is about 150$150 million market cap. an additional $100 million is nothing to them if, in fact, they want the mon dree yan

delano brands as a platform to build out a 50 chain luxury hotel chain. >> who are you working with? >> pine rivers, kai russ and virtually all the shareholders that we've spoken with want to see the sale process happen and feel that now is the time for that process. >> a sale to the likes of -- >> strategic would make the most sense, star wood, hilton, hyatt. those are the names. maybe some european hotel operators that want these luxury brands and are willing to build out an international chain. >> we have to leave it there. would have to have you back to talk about your other big pick and that's the owner of u haul. we'll talk to you about that later on. sam, great to see you. travel trade, where do we go? >> obviously this is a tiny

market cap. this is not one you can get a four percent stake in any time soon. if you are thinking about following the coat tails of some of these activists maybe you take a small position in this. seems like a lot of people are lining up where you want this thing sold. they have some great properties. this is probably a little one where you ride coat tails. >> solar, popped. mike khouw? >> i have to credit josh brown who was recommending the solar space. people are seeing strengthening fundamentals. china is claiming they are going to have 35 gigs worth of output and there is going to be a lot of activity. it's still a risky space and i would avoid. >> zillow a drop today. >> i debated a formal opponent in guy adami last night in this one. i was the bear. the stock is up 250 percent

year-to-date, a $4 billion market cap, trading at 22 times sales. to me this one doesn't make any sense. they did a secondary, 5 and a half million shares. i don't like it. >> was that like a second victory lap? >> yes. >> pop for jcpenney up five percent. >> big strong volume immediately yesterday on the upside calls that expire tomorrow. they were dead right. sentinel increasing their stake. we all know the real story was steven weiss getting in and buying after being so long. >> that was sarcastic. >> not really. he's been negative on the stock all the way down to these lows and right down here at the bottom the guy called it. >> joseph a. bank up. >> one of the things they did today was they actually had an inter active conference call which they haven't had in quite

some time with their shareholders and investors and analyst. they did a really good job. we're long. i like it. >> drop for newmont mining. >> it's probably dead money at best. it had a horrible day today. seasonality-wise it's a good time for precious metals. sell it in the middle 30s, buy it in the middle 20s. >> a new video put out by the atlanta zoo shows the first 25 days of life of a pair of panda cubs. they were the first giant panda twins born in the u.s. in more than 25 years. fans can bear witness to the can you be's every move on the panda cam which operates 24 hours a day. they are so cute. >> i want one. >> i don't believe that for a second, dan nathan. coming up next, from facebook to freeport we're trading your viewer tweets after this. plus, just a few hours to go until baltimore takes on denver in the official nfl season

opener. we'll hear from the ceo of fanium on who he thinks is going to go all the way this year. back in two. ours and built a strong reputation in the industry. i set goals and worked hard to meet them. i've made my success happen. so when it comes to my investments, i'm supposed to just hand it over to a broker and back away? that's not gonna happen. avo: when you work with a schwab financial consultant, you'll get the guidance you need with the control you want. talk to us today.

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in case you missed some of today's top moments on cnbc here is a rapid fire recap in tonight's executive edge. >> what do you do with micron now? >> i've been trying for a long time to introduce micron tech to all of you, but nobody listens to regis, you know that. well, now here it is on a rampage. i think it's headed to 18, maybe to 20. >> the gadget everyone is buzzing about, i learned how to work it. it has an orange band but this is the new watch. it's not as big as i thought. >> i can understand the idea of carrying this around. >> initial jobless claims dropped 9,000 from a slightly revised 332,000 to 323,000. >> more important generally to

companies than to customers and yahoo! is not a box of tide fighting for attention at the supermarket. for internet companies it's not the low go but the name that really counts. >> we are standing outside one of these walmart protests in new york city. we did just have the first protester arrested. >> three percent is going to insight market movement, yes. is three percent the bus stop that many of these traders think they're going to get off on? i don't think so. >> so let's pick this apart, karen. >> to me yields was really big today. >> we did hit 3 percent in case you missed it in the after hours. >> you seem to agree that it's going to go through that. >> but then i think it pulls back. >> i agree. i don't think we're going to shoot way past it though. >> i agree. >> we're in agreement. but i think it's important. >> i'm curious, what is a technical take on micron? >> it's tech. it's one of those areas like you

said earlier you make a great point in the fact that this is a stock picker's market. if you really like micron you want to really like them itself. as far as tech is a group is concerned i don't love it. i'm more of an energy guy. >> dan, you're disappointed because regis said he was beginning to like you. >> i think we have a future, me and regis. >> i wonder what he thinks. time to hit today's trending trades, stocks generating the most chitter. netflix hitting levels not seen since july 2011. they remain the top performer in the s&p 500 so far this year, up 220 percent. mike khouw? >> mark mahaney at rbc upgraded this thing talking about better pricing power. i find this rather astonishing. the last time the stock was up around 300 bucks was july of 2011. that thing was earning about twice as much on an eps basis.

i find it very hard to understand the valuation of this company at all and icahn's participation and mark's recommendation and i would avoid it. >> linked in trading at all-time highs and generating plenty of buzz on twitter. the professional networking site planning to sell 1.2 billion dollars worth of stock in a secondary offering. >> when this web 3.0 nuclear winner comes, these guys are going to have 2 billion dollars in cash on their balance sheet. it speaks to the risk aptitude of investors. this is going to be priced at $223, ten percent above where it closed at an all-time high. people want it. >> coming up next with most of the country's fantasy football league set in motion, which team is the ceo of the first ever mobile fantasy football league choosing this year? find out from fanium ceo next. ♪

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only a few hours remain until the 2013 nfl season kicks off on nbc. our next guest is the ceo of fanium, the first mobile fantasy

football league, grant gurtin joins us from san diego with his top picks for 2013. great to have you with us. >> thanks for having me. >> i'm guessing that you are a huge fantasy football player yourself. >> i probably played before i was born. since i was in about middle school. it's been a long road, been part of my life for a while and making this app has been a blast. >> are you interested in making predictions for us tonight? >> i'd love to. i think the broncos are going to run away with it. the ravens lost half their team. the entire defense is gone, ray lewis is gone. peyton manning is going to tear them out. i think it's going to be a blowout. >> top player picks. >> the easy guy is adrian peterson. i think he goes first in every draft. besides him jimmy grier at tight end in first round. the best way to win your league

is a different roster than everybody else. jimmy graham is significantly better. there is value at every other position in rounds through the end of the draft but this round one you can have one player that's way better than everyone else and that's jimmy graham. people take it lower than he should be going. >> give us your sleeper picks. >> as far as sleepers go, the number one guy is josh gordon for cleveland. he has the talent to be one of the top receivers. also recommend darrell richardson for the ramps. he showed a lot last year. i think this year now that he's a starter, steven jackson is gone, you can get him late in drafts, significant or sixth round. >> what do you think of an twon golden and having collin kaepernick toss him the ball? that seems like an unstoppable

combination. as fantasy players i think also davis is due to come back big this year. >> davis is set to have an absolutely huge year. vernon davis is a wide receiver at this point playing tight end. he did a lot of drills with the wide receivers for the 49ers. i expect him to be the number one receiver. bolden worries me. as far as receivers go i prefer to take younger guys because there is lower risk in them declining. a guy like steve johnson for buffalo would probably be a better call than bolden. golden obviously has a big play potential with kaepernick. it's their first year together and i'm worried that he could decline. there is a reason the ravens let him go. >> grant, real quick, it's jc perez. can you talk about some of the key factors that might differentiate your product from yahoo! or espn. >> the biggest thing about what makes our product better and will keep making it better is

that we're laser focused on fantasy football. all i care about is delivering you the best product on the market. in addition to that i think we've made our registration process so easy by going mobile first. pull out your phone and search fanium and download the app and you can be playing in minutes. the hardest part in fantasy football is setting a draft time. in our app you don't have to do that. fill your league up and you are drafting in minutes and do it in your own time. if you are in begin meetings or in class you can be drafting. >> maybe even during a show. thank you, grant gurtin of fanium. dr. j., you made a prediction in terms of who would go all the way. your prediction of who wins this year? >> san francisco 49ers. frank gore is going to have a breakout season. vernon davis. this is the team to beat. >> first move tomorrow when we come back. stay tuned. ♪

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>> foot locker. >> discover financial. they play that bull down there in florida by the way. >> i'm melissa lee. thanks for watching. good to have you j.c. tonight. my mission is simple. to make you money. i'm here to level the playing field for all investors. there's always a bull market somewhere and i promise to help you find it. "mad money" starts now. hey, i'm cramer! welcome to "mad money." welcome to cramerica. a lot of people want to make friends. my job is not to entertain you but to educate and teach you. so call me at 1-800-743-cnbc. tonight, i'm letting you in on something big. the method to my madness. i know this show is the