story about show business for thank you first of all for being one and for paying it forward for willie. >> i started broken. i walked out, i was going to win. the greatest underlying theme is never judge where you get your answers from. >> we'll get much more. thank you for being here. "fast money" starts right now. live from the nasdaq marketsite in new york city's times square i'm melissa lee. former hedge fund manager and author of the global macro investor rolls out the biggest risk to the u.s. economy and he has a dire prediction for 2015. plus find out what the ceo has to say.

grasso, these numbers are certainly helping this. >> these numbers are on the call from dhi today, rallied the whole space. margins looked good. they weren't affected by anything that people thought they were going to be affected by. kb homes ran. i'm still long there. think that catch-up is big. >> toll brothers made positive comments saying they've seen the first uptick in orders in about four quarters. >> people are looking towards the spring season saying it is going toob better spring, that lower unemployment is going to feed through even without wage growth but that interest rates will stay lower longer. the thing that at least we'll talk a bit about deflationary forces globally. one thing that allows is people's interest rate expectations now maybe have been pushed back that much more. helps housing. i think the small cap housing space is a better place. but ultimately, yes.

last six weeks of the year need a place to catch up. >> got to be careful. today's level, pulte homes, $21. we're bouncing up against levels we last saw back in march. we had pretty big volume days the last couple of sessions. i'd be careful. if you want to find the breakout, do it above $22. >> whirlpool, a new high in today's sessions. >> i stayed on the tangential one. the audit space has come back so far so quickly to create peak levels. we are nowhere remotely close to that in the housing space. that is interesting to me, a much more macro theme. >> there's been a lot of consolidation in masco. these guys are seeing

incremental demand. this is a stock i stay long. >> grasso, are you a believer in autos in that pickup truck sales or generally -- >> that has been a leading indicator. there's nothing wrong with driving an f-150. >> i'm not making fun of the ford. why would i? >> they were a leading indicator for gdp. i think that trade is done. i think that's actually maxed out. aluminum truck? i don't know. i don't know a real man that wants to drive an aluminum truck. >> what but, steve. >> i would drive it but i'm not a real man. home depot. up 19% year to date. i think that one has a little juice, too. >> home depot has been a monster. i think it is worth saying now, i think if you want to trade to home depot lows, now is the time to sell home depot -- >> would you rather? we're not playing that game.

>> i would rather lowe's. >> that trade, catch-up trade, never works. u.p.s., fedex, u.p.s. >> you're saying that housing is not a catch-up trade -- it is? >> no. when you pick home depot or lowe's, you try to pick one or the other. >> in terms of laggard. >> it always seems like a good bet. i think when you see a winner, you stick with the horse that got you there. brent crude fell to its lowest level in more than four years. our next guest says cheap oil could praent a huge risk to the u.s. economy. joining us now in a cnbc exclusive, former co-manager of london's glg global macro fund. great to have you here on set. in terms of oil you have said that the dollar trend is highly suggestive of a collapse in the price of oil. have we seen that collapse as

we've seen this bear market in oil play out? >> oil is oversupplied. with big shell game going on and also with shale all over the world, that's created an imbalance in oil. the other issue is demand. that's making all of this fragile. you have the biggest ever position in the commodity markets. then you put that in context with the dollar rally and commodities tend to act the opposite to the dollar. if the dollar's rallying oil folds. you have this negative convexity. oil can fall dramatically and quickly and looks like it only just started because the dollar could be about to break down in a major way. >> even though we are in a bear market in oil, this is only the beginning of the fall you see. >> i look at probabilities. the probability of dollar breakout is very big. if that happens the chances of the dollar moving much more

rapidly than we've seen for many, many years would lead oil to go that much further. prices in oil could go down to $30, $40 a barrel easily if the dollar moves in the way i think it possibly could. >> would shale bring the fed back into the picture, pushing the dollar back lower. what point do you have to worry about this counterforce which self-creating venture to where you're talking. >> what we need to understand is when the dollar rallies significantly other stuff goes on in the world, emerging market carry trades. my estimation that's $5 trillion. that's enormous. never going to happen. the imbalance of that whole situation takes times to play out and can be quite risky. the last two times we saw the dollar rally of any significance, one in the early '80s, one in the mid, late '90s.

at that point we had emerging markets. >> how far below the cost of oil does it have to get before you start to see the supply dynamic change enough to have a force on -- >> we have supply and demand dynamics we need to deal with. if you look through the list of low-cost producers, we have the problem of the amount of the investment in the u.s. in the oil market and shale, as we move down in price, the u.s. economy has to deal with that. but those things take time. this could be a two or three-year thing for the oil markets alone. it could be even longer. last time we saw the big dollar rally oil was trading at $10. >> you also write about a big liquidation event that could come. i assume that has yet to unfold. what does that look like and does that have to do wts asset backed loans such as in the balkan?

i'm sure there are plenty of loans based on reserves that were at a certain value and obviously are not that value anymore. >> from a straightforward production basis, the banks either pull the plug on you or you have to stop. than issue means there is a lot of money that could get lost in that whole play and then there's all the loans, as you say. that's globally the whole kind of oil boon that we've had in the shale oil boon in the last eight years or so. >> oil at these levels has to be catastrophic i would think to russia and to the power source there. what is $30 oil assuming that we get there? what does it force them to do. >> that's not so clear anymore because what's been happening is china's been doing these deals so they can trade oil in r&b. russia has a customer that's not dollar dependent. that becomes a whole interesting dynamic so we don't really know. it's not an obvious economic

toll against russia for example by lowering the price of oil. you create unintended consequences. that could be the death of the oil boon in houston, for example. you just don't know. >> stick around. we'll have you back a little bit later on in the show, talking why he thinks the global tipping point could actually be coming soon. pretty dire prediction whether it comes to 2015/2016. in terms of the oil trade, tim? >> i tend to agree that the dollar's going higher. i just go straight to gold which ultimately to me is a place where i think there are gold mine e miners -- i would stay clear. i think it's going to $1,100. >> i think you go a different way. the service names obviously are dependent on oil stabilizing. if you go to nat gas, nat gas is rallying. we're going to get cooler temperatures going forward. you do a nat gas play or e and p plays based on nat gas versus

efps. phil lebeau, what's the latest? >> melissa, general motors announces it will be laying off 350 workers at its grand river plant as they bring down production there to one shift. essentially they're curbing production of the cadillac ets and gts. this is significant because the t new president of cadillac has made the point he is not going to flood the market if his vehicles are not selling. he would rather have limited supply until he connection pand the lineup. since cadillac has been struggling to a certain extent relative to the other luxury names, they'll curb production, lay off 350 workers. those workers may come back at some point in the future when they take on a second shift for the production of the new camaro. but today they're laking off 3650 workers because they are curbing production of the sonic. this is a clear indication general motors' new management

understands it is a different world when it comes to autos. you just can't keep flooding the market if sales start to fall off in certain models. you have to adjust production. that's the news from general motors just in the last ten minutes. >> phil lebeau, thank you very much. not too much moving in gm shares in the after-hours session. it does seem like they're being a little bit more disciplined. >> that's good on one hand. sales that being soft that make them implement that is a negati negative. should apple buy tesla? may seem like a crazy idea. could the marriage make sense? that's coming up. we'll not only talking about alibaba, each trader will give us their single best trade idea now. listen to the number one single right now, "shake it off" by tay swift. when change is in the air you see things in a whole new way.

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alibaba closing in.

trading down despite more than $9 billion in sales. >> i even don't dare to watch the stock price because this is the other people think who you are. when people think you're good, you have to be sure that whether you're really that good. when people think you're bad, we have to be clear whether we're really that bad. >> so you don't watch it? >> i don't watch it. i think we should watch take care of the business. >> from an investor standpoint you do watch the stock. the stock was down today. about 4%. expectations were so high and the stock run-up was so steep. >> i believe him more than elon musk in terms of what he's doing with his stock. when it comes down to the valuation of stock, think about it, it's doubled since effectively we came in. this stock came cheaper on a growth perspective to say a

baidu. this is a stock i'd still hold on long. though i did say yesterday i thought they would exceed the singles day numbers and they did. you are hearing these guys feel especially in smaller cities and other parts of mainland you have to use alibaba to get -- it is a brand-new platform in addition to everything else. global sales were very good. there is not a ton of value here but the growth stays. >> i wonder if you should still stay with yahoo!. i still think that's a safer way to play. you could have bought alibaba not at the initial public offering price. it's ran what? 30% or so from that day? yahoo! has ran over that amount and probably -- >> since that day? >> no. since -- well, october 15th. since that sell-off. so if you really want to play the whole position here, we know alibaba wants to buy the remainder of yahoo!. it would be an easy setup for

them to do cash stock -- >> hold on to yahoo! despite seeing these gains already. >> i'm letting it ride. i think it is a better way to play alibaba that could definitely come back a lot more aggressive than yahoo!. >> jack ma also talked about how alibaba's one step closer to teaming up with apple. >> everything's possible. i respect apple. it is a great company that changed the world. especially the mobile climate. i think tim cook's vision and execution. perfect. so we had great discussions. good thing takes time so we are pretty patient and we are right now working on the teams, not on the payment but on the other side because we believe they are both lifestyle for young people.

>> he also said he would take ali pay public. >> so everything's on the table for him. i think in so many ways. but i think for me, we talked yesterday about the single sale, how huge they would be. i can't see being in the stock for their first single day of a company being a reason to be in it. it is a much, much longer story. it is so much bigger than that. could it trade down? yes. if it does i would like to buy some more somewhere south of $110. >> i think to tim's point, i don't think it is an expensive stock. i think it will go higher. what stood out today is amazon on a benign tape up 2.5%-ish. that bounce has bounced really nicely. what now? you're bouncing up against a down trend line that's been in place since basically january. if you've enjoyed this bounce in amazon like hopefully some of you have, i think it is time to

take profits in the name. >> let's go around the horn for the single best trade. >> it is important to define the context. this is a trade -- i want to buy a russian company, yandex. they announced two weeks ago the macro's not hurting this company. their contextual ad growth, it is growing 30 times. this is worth owning. a much longer time horizon. considering what's going on in russia, i would buy this stock and expect it to outperform over 12 months. it was a $44 stock. outperform first of all outperform russia because i think it won't be affected by the macro and it is a place driven by consumption. that's what we're talking about with china. i think it is a fantastic company, looks like it can grow even in this environment.

>> for me it was going to be disney first. i said let me rethink this. i need something forever. it has to be the single-best trade. intel up 28% year to date. it was the death of the pcs that were requesting to pgoing to pu their coffin. they're not dead. they have to be sideways to up slightly. mobile, huge growth area for intel. i think still stay in intel. >> let me give you my own position as well. i don't love risk -- i like to hit single. risk/reward. to me finish line sets up a very interesting risk/reward. they've done a great job with their business, great job with their macy's affiliation. a fantastic balance sheet. they missed last quarter.

i think it was a specific one fashion item hopefully for the quarter. business. i like finish line right here. >> i think all the bad news. the quarter was lousy. guidance was lousy. regulatory issues not good. stock went down 11% in a week and a half. coming up, google using a nasa airbase for robots, planes and exploration. details ahead. solar city's top competitor posting a wider than expected loss with its earnings for the first time since going public. that's later on. [ male announcer ] your love for trading never stops.

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welcome back to "fast money." we're watching shares of fossil in the after hours. shares are moving higher, up by 11%. the consumer fashion accessoriesmaker is posting better than expected third quarter results. it is also authorizing a billion dollar stock buyback program. its fourth quarter earnings and sales guidance was a little bit lighter than some expectations. shares up by 11% for the year. they're now just at about break-even. also one interesting bit, guys, the company has renewed its licensing agreement with michael kors through the year 2024 so that had been one sticking point for some investors. looks like they'll continue to make and sell cookors branded watches and products through 2024. >> there is a wholesale business there. there's also an international business which wouldn't read through a macy's. but it is good to see some positive news from a retailer.

a story that got a whole lot of attention today in the street from business insiders saying apple should buy tesla. kicking off our top trades tonight, the potential for a great team-up of tesla's ceo elon musk and apple's tim cook. shares up almost 4%. >> it sounds kind of crazy. apple is in the business of manufacturing things that you can go in and buy, an impulse buy. they're not in the business of manufacturing cars. i would like to get elon musk -- not yet. i would like to get elon musk's brain at apple. that i'm a big fan of. that was one of the tidbits he put in the article they'd have an exclusivity basically on musk but this i can't see happening. i guess the big take-away is tesla's been climbing up in the charts and its buyable stand alone. >> wouldn't you like apple less if it bought tesla. >> absolutely. buying a company that's trading

at 300 times earnings? that's not value creating for shareholders. apple's never done a transaction more than $2 billion. you get to a place where apple would not only be going to the deep end of the pool but they'd be way overpaying for a company that's a technology company. >> this would far exceed the biggest transaction they've done to date. >> it is idiotic. do you remember when michael jackson married lisa marie presley? >> yes. yes. >> it's like that. >> but that actually happened. >> but that was so dumb. and they split up shortly thereafter. >> that's what would happen. >> it makes no sense. >> doesn't make any sense. >> listen to that story. guy and melissa. >> lisa marie in the day. i had a lot of time for her. >> moving on, sealing a deal of nasa's moffitt airfield after

negotiating for an $1.16 billion in rent over the life of the agreement. >> i think plus a $200 million payment to improve the property. sounds like a lot of money to you and me. however, over 60 years i think it came out to 6 cents a share or so. really doesn't move the needle. i don't love when google does this kind of stuff but every once in a while they do hit a home run with a youtube or something. >> cool space. that's li . google, does this change your view at all? >> no, definitely not. >> it is yet another pet project that they have. a long list of pet projects. >> they have to do this. they have to do these type of things to make people think they're thinking outside the box. >> this is a $1.16 billion marketing scheme over the next -- >> youtube was a marketing

experiment, too. you have google fiber. google wi-fi. there's a lot of different things they do. like karen said eventually they'll either hit on this because they've hit in the past. but i'm more concerned with the fact that google can't get above its moving averages. that's more troublesome for me with this company and i'm still long it. i'm not worried about nasa, i'm worried about the chart. move over black friday. why now is the time to place your biggest bets on the retail sector. we have the names to buy right now -- next. vivint solar down 22.5% today. we'll hear from the ceo coming up.

still ahead on "fast money" -- raul paul is back with a dire prediction for the global economy and the impact on the stock market. and shopping for holiday stocks. find out why you should be placing your retail bet right now. solar powering down. vivint down 10%. we'll talk to the ceo. holiday shoppers gear for the biggest holiday season of

the year. the best time to get the most bang for your buck -- right now. so paul, now is the time to do it. >> people always ask us what's the hot stock for this holiday season. it is usually a loser's bet. the best time to buy retail is leading up to thanksgiving. stocks actually underperform during the holiday shopping period from thanksgiving to new year's. in fact 8 out of 9 retail orientated sectors underperform the s&p 500 more than half the time going back to 2000. the only one that outperforms half the time is internet retail. >> talk about individual stocks as you brought three. one is in the kids clothing apparel. >> children's place. children place stock got pummeled on two bad earnings reports and lower guidance but the company has sort of righted itself relative to market expectations. the last two earnings reports they've beat on the top and bottom line and i think they have higher quality clothing

than their peers and competitors. i think with the increased confidence, better employment and it is cliche but lower gas prices, parents will be willing and able to spend more on their kids this holiday season. >> cato is another one. >> cato is a smaller stock but the company has had bit he than expected same-store sales five months in a row. 37.3% yield. even if you focus on longer term, that's attractive. 3.3% yield.even if you focus on term, that's attractive. 3.3% yield. amazon is funny story because amazon i think pretty much everybody on the street gave up on amazon and its profitless earnings reports after their last quarter. stock dropped 10%. now just today it's gained back all that. it is pre that earnings report. internet retail has outperformed before and after the thanksgiving period and it's average -- smaller gain, 2.8% gains 70% of the time in the two

weeks leading up to thanksgiving but on a $300 stock, 2.8% is not that bad. >> does it matter to what the stocks do prior to this november to thanks giving period? >> i think you tend to see for the retail group as a whole. we don't break out the relative strength of the individual groups but the peak of the relative strength of the retail group is right november 28th on the year, on average. they tend to go up right in through november, then they tend to trail off and underperform the market. consumer electronics averages a decline of 3% during the holiday season and down more than half the time. you think about apparel and other averages actually decline during that period. it is not an area you want to be post thanksgiving. >> paul, thanks for stopping by. karen, you're in children's place. >> yeah. i like it for all the reasons he said. they've done a nice job turning it around. because that customer, it is not expensive stuff, will be benefited from lower gas prices and the stock is really cheap.

tons of cash on the balance sheet. >> i'm going to be predictable. best buy. the reason why? 4k tvs. that product looks like going into christmas for the first time in years. 4k tv. iphones. gopros. wearable technology. show rooming is now a positive. at amazon you can't walk around and -- you can go showroom, beat the price on amazon while you stand in best buy. they've been able to manage their square footage. to paul's point, december has been horrendous month for the last couple years at best buy. >> you'd sell it? >> no. i think this is the year where they turn around. it's acted very well down 12% but the chart looks okay for me. it looks constructive. >> i just sold the last bit of best buy. the stock's had a very big run. i totally agree with steve, 4k

is totally under appreciated in terms of where the retail cain can actually outperform and valuation is still very interesting. but it's had a big run. time for "pops & drops." groupon up 5%. >> the first analyst day today talking about first time real time sales in 2015. a company that really has a lot of opportunities. 5% global penetration but a company fraught with their ability to actually earn money. i don't think you buy this breakout. i think you wait. >> el polllo back in the earnings. mcdonald's surprisingly getting its mojo back. looks interesting for the first time in a while. >> darden up 3%. >> i think on a key bank recommendation with a $62 price target. we like the stock. we were happy with the star bird proxy fight. now it is time for them to show that olive garden can be saved.

>> and salt their water. >> caesarsent sanement. >> a 37% short interest. it is down 48% year to date. they haven't made money in the last couple years. i would not go out and short this name because of that short covering bounce that could have the potential to rally in your face. i wouldn't be a buyer. >> a pop for standing your ground. a safari camp in zambia, a baby elephant separated from his mother soon found himself under attack from 14 lions despite having three lions on his back, the defiant elephant defended his turf by scaring off his assailants. the baby elephant later reunited with its herd. now nicknamed baby hercules. >> how sad is "dumbo" as a

disney movie? a downside to the yen when the bank announced new stimulus measures. let's bring back raul paul. thanks for sticking around. so the story of japan and the concern about japan can be told in one chart. this is a pretty shocking chart. this is boj assets as a percent of gdp. crazy chart. the top line there is the boj. you can see that going. >> it's ludicrous. the last time we had major policy diversions was 1987. that's the last time. we've got this in spades right now where the fed have stopped doing anything. meanwhile the boj doing something of enormous size and there is the risk that the europeans can do something similar, not clearly as big as that but yes, it is unprecedented.

>> '97 was the asian financial crisis. does a parallel go on? >> '87 was the last real divergence. but yes, '97 is interesting itself. what this is creating if you are trying to trash one currency, then you have flatter capital into the other which is the dollar. if the dollar starts rallying and takes out those highs over the last seven or eight years you're likely to start unwinding this huge carry trade where people have borrowed dollars and bought assets abroad. if that happens then that can exacerbate the whole situation. >> what do we see with dollar/yen, with dollar/euro? >> dollar/yen, we're really breaking all the chart levels. 120 is the key level. there is a risk the japanese continue down this path and they lose control of the currency. i'm not saying that's the most likely outcome but there is a probability of that. >> you get the old statement is the markets can remain irrationale more than you can remain solvent.

i don't mean you. if you have been trying to hedge your currency, you are breaking even here. not necessarily a good trade. >> no. but you can buy etfs on the dollar. you can have short etfs on the euro on on the yen. you can trade the currency as opposed to trading the second derivative which is the equity market bet. that's a relatively easy way of doing it. >> getting back to the euro, you are seeing a massive decline over the next couple of years. >> again the probability is it's not -- there's no crystal ball but if they start breaking these current levels of maybe 121 you are taking out every single person who's ever bought a euro in the past seven or eight years. everybody's making a loss. what you get is the high probability of a liquidation event. if that's the case knowing what we know using a fundamental analysis, too, to me looks like the euro gets 86 against the dollar.

that kind of move probably takes two or three years. >> you write in your recent newsletter we're one global recession away from the tipping point and that could happen as soon as next year. >> yeah. so if you look at the move in the dollar does that create a recession? yes. one area which is relatively strong is the u.s. and that's the weakest ever recorded in the history of the u.s. economy. you have a very weak foundation. if you upset the apple cart in any way you create a big mess. the mess we know is the debt, that's the debt in u.s., china, japan, debt in europe, debt in australian, debt all over the world. we don't know which one is the weak point. maybe it is japan losing control of their currency. maybe china forced to devalue their currency to be able to compete with the japanese. >> do you think this is likely to happen that this tipping point will actually be hit. >> yeah, i think it is. i think the magical level i think is 90 in the dxy.

you start to break all the levels that we've seen much like the euro. means that anybody's been short the dollar over a period of time, all bets are off. >> raul, thank you for coming by. we hope you come back, too. global macro investor. >> i agree. you said they're going to lose control? i think they've will lost control of their currency, bond market, equity market and i think it is a scary thing. i don't know when this all comes unraveled but when it does it won't be pleasant at all. >> this is australian and canada. these are the commodity currencies. everything about the strong dollars says these economies suffer the most. those are your trades. >> buy volatility. everything will correlate to huge volatility. coming up, vivint solar with a big loss for the quarter after

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no. it's called grid iq. the 4:51 is leaving at 4:51. ♪ they cut the power. it'll fix itself. power's back on. quick thinking traffic lights and self correcting power grids make the world predictable. thrillingly predictable. a major solar energy company selling off today. tumbling a day after delivering its first earnings report since the october 1st ipo.

reported a wider than expected loss. joining us, greg butterfield of vivint solar ceo. thanks for being with us. >> thanks for the invite to be on your program. >> we're glad to have you. a lot of things about your report analysts like, particularparticular volumes. but guidance for the fourth quarter is a story of geographic mix shifts. can you walk us through where you see the northeast and sort of the more snowy exposed areas being as part of your business as a total percentage going forward? >> yeah, melissa. i think the thing that people are misunderstanding is our revenue mix going forward as you've identified. the guidance we gave at the beginning of the year before going public was that we were going to deploy 150 mega watts of power. we ended last quarter, q3 at 49 mega watts and we gave guidance

at 4647, which to put up at 150 to 152. we are in line with the projections that we gave. the thing that's changed is over a year ago 50% of our -- 60% of our business was on the west. warm climate like hawaii and california. we now have a different mix with 55% of our business coming from the east coast. we're number one in market share in new york, massachusetts, new jersey. bad in u.s. is there is seasonality and so we haven't given downward guidance on cells. we've just indicated there might be some seasonality with weather in the northeast. so instead of being really bullish we've been conservative and given guidance at 46 and 47 mega watts in q4. >> as you see your presence in the northeast increasing, i mean i'm assuming that the plan is to increase your presence all across the country but with that in the northeast, are you saying essentially that seasonality

would be much more of a factor in your business, and so therefore we could expect some of these guides for the fourth quarter and the snowy season maybe first quarter, too, to be a little bit lower? >> no. we actually gave on the earnings call some growth drivers. one thing that we announced yesterday is that we're going to open up 20 new markets. we're going to open up new markets, as well as add new markets in existing states where we are currently located. so immediately we're opening up new markets in warmer climate and so we'd anticipate that our geographic mix would be approximately 50-50. 50 on the west and 50 on the east coast. we don't anticipate this being a problem with the business going forward. >> in terms of competing against the likes of a solar city, their presence is in the west coast markets and you're entering some of these marks. are you at a disadvantage at this point? will we see sort of promotional pricing in order to get that customer in your door versus solar city's? >> yeah, we really don't view

solar city as a competitor. we really view our competitor being old utility companies that create energy with fossil fuels and those things that are taking away from the earth. solar city is based out of california. they're number one in california. we are number two in california. in fact we've only been in business three years and three short years we've become the second-largest u.s. residential solar company. the good news is, in q1 we had 8% market share. at the end of q2 we had 15% market share. this market is significantly under penpenetrated, less than . we're grateful for what elon musk and solar city are doing to drive clean renewable energy. >> i know you just went public, but is it time to start thinking about a yield coast and so many other companies are doing that right now? >> right now 100% of our

collusions are done by power purchase agreement. it is basically a leasing option. one of the challenges with solar is it is very complex. consumers have a hard time understanding it. we make it easy in that we have the entire vertical stack so everything from first introduction to the customer doing a feasibility study designing the cuss tell, as well as financing the system. we take care of all that. we make using solar energy simple, affordable and we give people a choice. as far as going forward we'll continue to bring out new products, we'll give people the ability to buy systems and as the company matures in the very near term, you would expect us to provide asset-backed securities and do securitization and find additional ways to fund and provide solar energy to more people as we have grid parity by 2016 reaching over 40 states. we'll continue to look at new financing options. >> not right now. all right, greg, great to have you with us. thanks for your time. >> thanks for your time,

melissa. >> greg butterfield, ceo of vivint solar. interesting what he says about solar city. solar city has 30% of the residential solar market in the u.s. whereas vivint has 14%. >> i think people try to confuse the oil trade with there. this is really about technology and reduction in cost in the solar space, making it available to the consumer. this is a name that's got a growing portfolio and a valuation that makes sense. >> every ceo from a solar company we tell you that crude doesn't affect -- falling crude doesn't affect their prices. if you chart them both they trade down in lockstep. stay away from solar. if you think crude's going lower, you stay away from solar right now and you actually buy utilities. >> right there with timmy. why are tradersmakering bullish bets ahead of carnival's earnings. [announcer:]startup-ny. it's working for new york state.

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it's been smooth sailing for carnival cruise shares up nearly 20% in the past 20 trading days alone. some traders see more good times ahead. >> four times the average daily call volume and the ones most active were the january 41 1/2 calls, over 8,000 traded for $1.35. these are traders betting on another 5% up side in carnival cruise line by january

expiration. of course they'll be reporting earnings in december and the stock has been tremendously volatile going down on the ebola scare, then back up again on news of participating with china and some other things that have been going on, including wi-fi on all of their ships. this is a good way to play it if you want to be long because this thing really does move. >> thanks for that. we come right back. stay tuned.

big day? ah, the usual. moved some new cars. hauled a bunch of steel. kept the supermarket shelves stocked. made sure everyone got their latest gadgets. what's up for the next shift? ah, nothing much. just keeping the lights on. (laugh) nice. doing the big things that move an economy. see you tomorrow, mac. see you tomorrow, sam. just another day at norfolk southern.

final trade time. >> singles trade -- yandex. >> cmp into the colder weather and storms. >> singles trade. finish line. >> qualcomm on the bounce. gets it done. >> now a little note here. there's an important option going on. if you gouys want to have dinne with all of us, come on the set and visit, we urge you to logon, support a fantastic lulu and leo fund. if we go above $30,000, we will let one person of the party come on set and give us a final trade.

the auction closes tomorrow afternoon so if you have any interest -- and you do -- i'm melissa lee. see you back here tomorrow at 5:00. 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." other people want to make friends i'm trying to make you a little money. call me or tweet me. it is our job to try to fathom it to you. out of nowhere it s