important promise -- >> you're talking about a software process that's really all we're talking about and everything gets the name of cry ocurrency. >> michael, this is why we love you. >> because i'm old "fast money" starts right now. >> the stock market i think will have a very big day based on the massive tax cuts we're very much in the process of getting approved, but based on the vote we had last week, the stock market has been reacting unbelievably well. >> that's how the day started anyway, but not how it finished. yes, the index showed up, they fell off sharply and ended

lower, the s&p 500 having the biggest reversal since february 2013 >> so what changed as tax ufori don't weighs off, it looks like fears may be back. welcome to "fast money." thanks for being with us today >> remember there was a kurt ffl last week, but now chuck schumer and nancy pelosi say they will go to the white house on thursday, to meet with the president. they're expected to hash out some negotiations over this government spending showdown remember, friday is the day on which the government will run out of the money if they could come up with something we hope the president will go into this middle eastern with an open mind. what they're talking about is that moment we saw last week,

with the president appearing at a meeting with two empty chair for chum schumer he said he didn't see any possible de, so the democrats decided not to show up to sort of demonstrate now the democrats are going to the white house for negotiation, if there is a government shutdown this year, it won't likely be this week. the expectation is they will be able to come up with a two-week continuing resolution, just continue all the government spending as-is, without making any changes while they have the opportunity to do some diggal negotiations that will push it up against christmas and that christmas break. the question is, because they need democrats on this vote -- they didn't need democrats on the tax vote last week, they will need democrats on the vote this time around on government spending, what concessions are republicans prepared to make

eamon, thank you very much >> ultimately you have a case here where the market has gone very long the tax deal in fact, i don't think anybody believes we'll have a ceiling impasse and we're going to go into a case where the government will be defaulting i think this is all about positioning, about where we are, small caps rallied 17%, one of the first ones to go negative. if you look at the stef that's most sensitive, still not a bad day for banks, for transportation, and for industrials. >> the economic news has been

better than everybody expected, so it would be natural for people to be selling this news we've been think this multiple sometimes before why not take something off the table and buy some nice -- >> in your biggest gainers >> the stock market ahead of itself, taxes was moving forward, we went up 380 points in the dow then you start to see fang, where people have had tremendous years. >> down in the last month or so. >> all that year to date performance. guys are saying, do i want to give back my performance, even increptally? no sell the fang >> first off the comment --

>> i look good. >> that was a declarative statement. the best performing two stocks of the s&p 500 in the last month -- footlocker and macy's et cetera odd. i want your comment on that. is it possible that as much attention that this is more of a bank deregulation rally, because the banks have been the boss >> tim can speak to macy's not only footlocker and macy's to steve's point probably people buying the lag guards, hope to -- to your question, 100%, that's exactly what's going on if 9 economy was as rho best and now the tack r coming -- bond market should have gotten, in my opinion obliterated today, and it didn't. so you're getting a lot of mixed

signals. you know, we have gone down to 60 basis points in a remarkable short period of time my question continues to be -- >> to the guys' point, usually the flattening of that curve inspiring tailwinds. we didn't see that that to me is just didn't does it have to go into what that means? >> it could flatten, but it's why it's flattening that matters. >> to the point of growth. it's plain and simple. if you just chart it, you can see the differences. advance auto parts, the best performing stocks out there besides 21st century fox, which has a potential deal bid, what's going on >> which lit a fire under the

media stocks, by the way every name you just mentioned, brian, was handily beat up, they were truly seeing some degradation, but the amazon-ing, and the disruption of their entire business. macy's is a classic case for me, where amazon has gotten some asset-heavy in the last couple months macy's was given no value for their physical presence, and meanwhile, they've turned around their online presence. really got to a place where people didn't believe they had the balance sheet to pay that different. retail has room to run >> but you know what laggard is not up the xle. >> energy. >> so there are fundamental reasons why the worst is

probably out of the way for a lot of brick-and-mortar. i'm not knocking tax reform, about but if you believe small cap stocks are supposed to benefit from tax reform, they're up less. >> a lot of -- >> we're going to focus on tech, but how much recently do you believe is tax reform versus maybe some other stuff >> it's probably 80/20 i want to do open up says it's rotation if you're just buying laggard, you would buy -- that's why it's tax reform so this was the last kind of exhaustion buying on the tax reform, and then you say, objectionic end of the year,

where am i going to go, as tim was saying -- >> wife to move, probably the least exposure of any other groups we'll talk more about that another group that got hit today that we talked about a machine ago is technology. our next guest says now might be the best chance to get in with the stock down a guy you know well, carter worth, had he's at the plasma to break it all down. >> sure. >> i want to just point that out. here are the numbers, unprecedented. i called it the great rotation tech is a sector, down 2%, you would say sort of that's a yawn for the week industrials up three, no big deal, but doing that in u.n. you i son, down two, up three, has

only happened eight times in history going back 30-plus years. how about tech being down 2% and s&p being up 1 1/2, that's only happened three times in history, and then finally think about this the semiconductor is beta, cyclicality, down six while the transports were up six, that has happened it's happened one other time in history. my point is this is unprecedented rotation, do you chase the signals or ultimately take advantage of the weakness in tech. i think it's the latter, take advantage of the techs a future more charts and then i'm done we have here a group chart, and i think you'll like this

i've plotted them as though it was one secure in an equal basket here it comes. this is that basket, essentially half of the s&p. what we know is it is trying to break out after four years of sideways here is the rub. this is your relative performance as a manager, as an asset allocator. if you've got in this, you've just lost a bundle what you just said, macy's and footlocker, that's laughable let's keep going here's the tech sector, and important, here is the relative performance, up trent absolute and outperforming. what we are right now is right on the relative line that's been in effect for the past two to three years. my hung is we're going to bounce off this line.

oy do not want to dig around in the trash and find some chipotle or -- no thanks. carter, come over to the desk. i think what he's addressing is a really important topic is the run done? >> i don't think it's either it might last a couple weeks, when you say this has happened in other times in history, has it happened for multiwall weeks. the first time it happened, it was for two weeks. it's typically short-lived, but it's so incredible 1200 basis points spread in a five-session period. the first thing to ask, was that really collectively people selling and big managers with big asset firms? no, that's machines in fact, we talked to all our clients,

nobody did it. the first thing is it's machines as much as ever, but the final thing is, you're not going to win the race with footlocker you can make money off of it, but no prudent manager will say, this is it. >> carter, i'll push back a bit. how long is the race you're talking about. people running the sprint have made more in for aloicer. >> you have to know your time frame, but for big long-term quote thoughtful money it's typically 23409 right -- phrases like dash for trash come up >> isn't it worth notes the extraordinary -- there's other standard dive nation events, too. things that should be typically trading in the same direction. that augers a ton of volatility. isn't this about the extraordinary run that big tech

had? they could do no wrong, this is the largest capacity place to put money and everybody was there. >> sure. and yet it's more extraordinary to move in the transports. remember, tech is a broad -- the transports is only 20 stocks to have that index move like thatis an incredible things. the bull would say that's a very risk-on, and economic growth and so forth i would say it's an impetuous knee-jerk reaction on a money-flow rotation. >> it's a yogi berra market, nobody goes there, adami look up. >> it's not that i'm paying attention. what was the question? i'm kidding. the report at the end of september was a $36 took or so ran up to 50 in about a week and a half i don't think the story in micron is over join the nan and d-ram story is over i think that's just giving an

opportunity to get back in with the risk/reward that sets up extraordinarily well. >> if you think about the transports, feddics is roughly -- and fedex has every reason to be raylying. their marges are growing, the high multiple tech stocks nvidia, micron, square, whatever you name it, we took the top off the teepee >> it's things like apple, microsoft -- >> it makes sen that they were hesitant to sell their tax winners, because they didn't have a clear vision as to the taxable consequence, and then all of a sudden, when you start to see moving forward, people started to lock in it was rotation, it was tax, a whole host of reasons, but nvidia down 15%, micron down 21% -- >> i hate the term "fang stocks"

but we have to use it. the fact that they're down in the past 30 days when the rest of the market has been relatively soaring -- >> to me. >> i actually think it's a big deal. >> i don't think it's a big deal. >> i do. when you have moves like this, two and three standard deviation moves, to me that's a change of behavior in the market i know you may not say that the pensions and those bigger funds don't act that way, but they're also late to the game. i'm not necessarily saying, hey, you have to short all these things, but ed need to pay attention. >> i'm glad i'm two standard deviations after have seemo. >> at least. that's a lot between us -- no offense a curious dynamic in the dow that could be predicting a murky visiting -- and we'll tell you what it might mean. cvs buying aetna for nearly $70 billion. this is amazon's threat in the health care industry looms

large. what names in the space they think could be next. later on a former energy hedgefund manager is going all in at bitcoin. to tell us about his new fund and how high he sees it soars. much more "fast money", after this work on the cloud with open technology, and open standards. the ibm cloud. the cloud for business. yours. right in the heart of the was in his financial crisis, and saw his portfolio drop by double digits. it really scared him out of the markets. his advisor ran the numbers and showed that he wouldn't be able to retire until he was 68. the client realized, "i need to get back into the markets- i need to get back on track with my plan." the financial advisor was able to work with this client. he's now on track to retire when he's 65. having someone coach you through it is really the value of a financial advisor. we have a question about your brokerage fees.

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and welcome back to "fast money. time for your move of the day. today it is the biggest telecom etf, ticketsers vox. a 1% move does not tell the whole story. it's been a much better last month for frontiers communications, up 20% verizon 9%, at&t 9%, and centurylink rounding out the group, up 8% in just a week. wow, tim seymour, what do you make of these moves. >> when i look at the vox, i think this is a function of stocks that get weight overdone and hit multiyear levels in the case of at&t, it's rallied roughly 12%, 13%, i think you probably take some profits off the table. i think we're in a range bound, obviously a lot of uncertainty

if you think about this time when we've been talking about extraordinary moves in higher-growth stuff, a very big rally back in stocks, utilities, big-yield plays. >> which is weird, steve grasso, considering that interest rates are expected to rise >> they happened for so many years now. >> but why >> i do think it's more of a value versus growth play i think that's number one. number two, there's m & a. that caught a bit. that's why the reason that one outperformed i do think this is going to be short-lived. i think it's another month to get to the new year. but i would lock in profits. >> on the yield plays, that's kind of a canary in a coal mine. when you see bonds start to go up, to me that's the warning sign for the rest of the equity national

these should still do well. >> and anytime we inhaven't a new term, that's a good day. >> that's a bitcoin term. >> that's ice-cold, brian. >> we made of deiesel-ene once could this just be a portion of a number of other deals in their space? >> oh, nice. >> we'll tell you the names that could be ripe for a merger in the meantime this is what else is coming up? >> just keep buying. >> that's what investors are doing with bitcoin, after where you hear one fund manager talk about where he thinking it's going, you might be buying, too. something could reveal a major trend in investing we'lteoul ll y what that is and how to cash in when "fast money" returns.

all right. welcome back to "fast money", the dow hitting another intraday high today, but there's something strange going on in the index, and it might just be because of one investing trend that's been on the rise. dom chu back at the cnbc newsroom to break it all down. >> brian, it's got to feel good if you've been long this market this year, but just among the major u.s. indices it's been the dow that's a standout, so much so a handle of even creeping to the $300 mart. the fab foyer.

four boeing since the dow is a pretty-weighted index, they pack a good punch just one of those stocks, unitedhealth care is in the top ten, worth around $216 billion that's dwarfed by the $879 billion market cap of apple, the 375 of johns everyone & johnson. we all know the debate about what's bert -- pride weighting like the dow, or market cap weighting like the s&p so far this year it's been the dow that outperformed the s&p. with so many stocks reaching triple, even some quadruple share prices, many are looking towards passive investing. fewer investors buy stocks that was when visa split 4 for 1.

before that, brightic, it was coca-cola. now, there were days back in the late '70s when ibm was a $300-some stock. are we seeing a return to those types of times we'll see. >> what do you think of this trend? is it saying anything about the market at large? >> passive investing has been a massive part of this and probably more the an effect. everybody is just plowing money in day after day and buying the market in general. i think not only do evident this is higher priced stocks, but very low volatility. so low vol, good different, and passive investing, i think this continuing until we see people start pulling money out. >> we saw hintsds of it on trying when i believe passi passive/aggressive said -- did i say passive/aggressive

that's just a freudian -- >> it might be a partial thin of what you wanted to say. >> when passive becomes -- wow -- >> wow, that was deep. >> and i think you got a -- passive is great, and i think friday gave you a window as to what it could look like. >> if you look at a handful of these stocks, first of all -- and i mean actually in terms of home depot and mcdonald's, you've had companies that continue to execute on a plan that really frankly means they've got mull pat expansions, so at loo lot of stocks are highly exposed to the trump trade. whatever we're calling that, these are companies i think that have as much exposure as any look at blackrock, up 35 percent year to date this is a bigger portion of the market year in/year out, this is

how people invest. yet, there's a pla is for active, but i think the market is moves to a more passive >> is there a risk >> yes >> it's going to reverse at some point in time when the baby boomers decide i want to retire and taos money out of this market they're goods to passively take it out and it will start putting pressure on the down side. i think people should just remember because you're in a passive fund, passive investing, that's a bit of a misnomer, you are actively deciding to use a market cap or a price-weighted index for your investment. so you're not really doing this kind of passive thing that everybody has sold you on. >> we're probably in the longest equity and debt combined bull

market in a century. it makes a lot of passive investors look like geniuses i just don't think this is what's going on. i think 24 sets the stage for enormous volatility ahead, and therefore i think you have to be careful. >> goldman sachs made an all-time high i think earlier this year of 255 and change. we've been bullish on goldman sachs, but look at it today. basically up to 255. it doesn't stay there, closed around 250 and change. that's worth watching. recall bk's double talk about two or so months ago, a similar set upnow in gs. >> good discussion there i have a feeling the passive investment dialogue is not anywhere near being done yet coming up, cvs's bid to buy aetna sending ripples across the space. what could be the next targets the traders will weigh in. one former energy traders

going all in on bitcoin, and get 0,0., he set it could go to 1000 bo collins will be here to tell you what has him so bullish. stick around and the wolf huffed and puffed... like you do sometimes, grandpa? well, when you have copd, it can be hard to breathe. it can be hard to get air out, which can make it hard to get air in. so i talked to my doctor. she said... symbicort could help you breathe better, starting within 5 minutes. symbicort doesn't replace a rescue inhaler for sudden symptoms.

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hitting yesterday another record high today with all the exchangesing trying to get in on the action, it's safe to say it's taken wall street by storm, seen here on the latest cover of "barron's. bob pisani is at the new york bitcoin exchange with more on the rush for the crypt occurrence -- currency the first full day of traiting would be on monday, december 11th that would be the cme which as announced already, that's a week later, and the nasdaq, which is also planning to introduce futures trading in the first half of 2018 what's next? the bitwindow enthusiasts are hopeful an etf might be coming they denied application earlier

in the year on the grounds that the crypt ocurrency was unregulated. the argument is a simple one, the presence of a futures market will demonstrate that the cry cryptocurrency is regulated to start. it will be two -- price limits and margin rates so the cboe and c meismt e will have margin rates of 30 and 35%, in addition to being ability to short bitcoin, there's speculation about whether futures will lower or increase the volatility left. so the cme, for example says they will be using price limits that kick in during gains of losses of 7%, 13, and 20% that would some in some case halt traiting more than 20% from the prior day's close. if it hits that limit. trading can only contribute.

saying trading would be free through december cme says bitcoin futures will be priced as a premium. but in line with the pricing invention of other premium products there's a real war going on here, brian. it would be interesting to see who the winner will be back to you. >> it may be just the beginning of it too. have a good night. one person getting in big is bo collins, now very bullish on bitcoin and maybe other crypt oassets. in technology, when your parents start to use it, it becomes uncool the teenagers don't want it anymore.

is it a craze? >> it depends on your viewpoint. it certain has risen in value incredibly fast. this year it's up 14 1/2 times alone. bitcoin, that is there's other crypt occurrence sits that are up even more it feels like a craze by every standard metric, but if you compare it to a social network effect, for instance, how fast facebook started growing you'll be able to effectively short bitcoin for the first t e time. >> this makes for the first time a way -- far easier than the current methodology of owning a big coin putting it in your own

wallet or some other wallet. if you have a futures account and you don't feel like learning the process of ether or managing that risk, this is a very easy way to do it there's some institution, where can you take bitcoin and convert it into u.s. dollar, hedge it with a futures position and use it -- and the same way you would a u.s. dollar. >> so bo, i traded other nat gas, so thomas, the limits on thinks bitcoin futures will be a problem, could create a systemic risk if you look at the way it trades up or down 20% is not that much. are you concerned if the futures market stops trading and the spot market keeps going, that that's going to create a problem not just for bitcoin, but for the rest of the markets?

there's other than the limits, because there's a lot of other governors that will have a natural effect from a futures perspective. inch if you look at other limiting factors like your fcl will limit what side you take, they're extremely aware of the risk how do you structure a bitcoin portfolio? >> i would call it a cry occurrence sit folio there's what we would call occurrencely problem

>> i think that you really want to be in all of those classes with the very mindful eye that the ico portion of that has a lot of work to go through from a regulatory perspective there's other issues that apply. but we try to stay invested in the currencies and utility -- >> bo collins, i appreciate it good luck with the funt. >> thank you very much >> i think number one, this is a watershed event. one of the biggest concerns i've had, is regulation or more importantly a total ban on bitcoin trading. this puts that pretty much off the table. there's very little chance that they're going to come in and say you know what? i'm saying ban it, right >> let's go back, this is an important point.

probably others are getting in on this make it less likely that governments will come in and shut it down. >> shut it down, which is the biggest -- or try to shut it down all those rules still apply. my biggest concern is the u.s. government came down and set, you know what, it's illegal to hold bitcoin >> i have a bit of bitcoin cash, a they'rium classic, which i know is a bit of a controversy there, and then i have a couple others the other portion are crip

occurrence sits that we trade in >> a bit of bitcoin. >> look like ha bit of honey, chew it for hours. >> guys, thank you still ahead, facebook has a new target launching a messaging app, get this, for kids, age 6 to 12. really, facebook we'll dig in plus a megadeal. the debt set the stage for more health kay m & a if so, we'll let you know who the next target take overmight be "fast money" rolls on after "fast money" rolls on after this "fast money" rolls on after this expect massive delays. (radio channel changing) (news anchor 2) all lanes on highway 50 remain closed at this hour. (news anchor 3) the stats are in and this city leads with some of the worst traffic, with the average driver sitting in gridlock

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prevagen. the name to remember. all right. welcome back to "fast money. your big deal of the day literally cvs buys et nan for about $69 billion. this could be the biggest deal of the year and reshape health ca care we appreciate you sticking around >> $69 billion is a record price for a health care deal, and they're proposing an ambitious model. analysts on the call today actually ask, how should we think about this combined

company? a pharmacy with health benefits on the site in benefits firm with retail on the side? a a cnbc exclusive, the ceo and aetna chief say it's a whole new hybrid they'll leverage the 9700 stores to create a one-stop shopping, health coaches, and help navigating your benefits >> it's really the perfect time to create a new health care platform that can be easier to use and less expensive for consumers. >> we can make the insurance the back room of the operation we can waive prior thor sykess or co-pays as people use the system that's in a way more effective. the retail stores is the unique part, but the combined pharmacy and medical benefits is a growing tend they've been gained share, giving people better prices, anthem is going in that direction. one benefits consultant saying

it will make it harder to try to put the pieces together the way they want from here on out to finance this deal, though, cvs is promising they'll be able to bring that debt down within a couple years s&p and fitch have both put them on credit watch negative, but moody's came out saying that they think this will be transformative for the health care landscape they think this is going to pressure pharma in particular. as they bring out that middle man cost, they'll be able to squeeze pharma for better pricing. >> did you hear anything about the risks? doj, at&t/time warner comes to mind. >> that's what everybody is talking about. there's a certain amount of risk there could reduce a bit of choice for employers if you have all the big guys saying, noer we're putting them within the store, and go with both the health and medical benefits together, that will

reduce choice, but at the same time they'll probably get better pricing as a result of that. and then this whole use of the stores as kind of more primary care. >> the minute clinic is great, by the way -- i'm not endorsing it -- >> i've used all of them doctor on demand, certainly it's great for consumers, you have all these other choices that can be cheaper, about you if they start encroaching on more primary cares, doctors will complain about that. >> bertha coombs, thank you very much a main driver could be, who else, amazon, right? health care and pharmacy companies have been wary of amazon since late october when it was revealed that the company had gained wholeseam pharmacy licenses in multiple u.s. states it sent a big shudder through the space. with the possible expansion into health care, what, steve grasso, might be the next deal >> everyone says that was the reason for the cvs deal, and then they'll tell you that cvs

was having talks prior to this it would to be the catalyst, but you have to look at a name like express scrips pharmacy benefit managers, those are the ones that reacted well today. the other hmos, they didn't act so well. follow what the market is telling you. >> yeah, and i think the reason i brought up the minute clinic, guy adami, is because if they can contain the health care cost, because it's a very specialized niche. you know, if you have a broken leg, you're going to the emergency room, you have a cough, you don't want to go to the e.r., the minute clinic has a nurse, they can prescribe if you need some basic medication, so therefore the combined company can keep the costs down. >> one-stop shopping >> does it work? >> what's the next potential deal walmart has a relationship with humana, so does walmart start dating humana and marry them i'm not saying it will happen,

but if you look at the stocks, they're all relatively now expense of vail waist-wise, getting ahead of its skis. way way they tread thank you, guys, very much. there's also health care chatter or media chatter in the media space, send something stocks -- the bulls piling into one of these names in tick particular plus foib launching a new messaging app geared towards children will its new endeavor atracked a youngeauenr dice should they do it at all we'll talk more about it when "fast money" rolls on. factories are thinking. even your toaster is thinking. honey, clive owen's in our kitchen. i'm leaving. oh never mind, he's leaving. but what if a business could turn all that thinking... thinking... endless thinking into doing? to make better decisions.

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witness katy perry swish. witness katy perry... aaaaaaw look at that dog! katy perry: with music videos and behind the scenes footage, xfinity lets you witness all things me. facebook is launching facebook messenger for kids. that's causing quite a stir. julia boorstin is live in los angeles with more. julia? >> reporter: the new app is designed for 6 to 12-year-olds, it allows parents to approve who kids can message with and allows parents to control the app from their own facebook account it will have no free ads or in-app purchasing. foib won't be making any money, and won't automatically transfer kids to regular messenger when they turn 13 facebook is the latest to target

kids and tweens. google worked on accounts, and amazon has kid-focused skills, which they can activate for the speakers e-market reports that snapchat has more -- in this key demographic in the u.s. for the first time this year e-marketer predicts that snap will widen its lead in coming years. as facebook looks to appeal to the youngest demographic and their parents, it's up against concerns, including concerns about screen time and protecting their children's privacy and potential exposure to inappropriate content. brian, back over to you. >> julia, thank you very much. guy adami, we have kids, what do you think of this? >> i think it's terrible i don't want to get up on my

sped tal, but -- >> you're on it. >> how old are these kids? to be in front of a screen. >> limit the screen time that's what we do. >> i think facebook missed the boat let's talk about the stock it's obviously down. we mentioned it at the top of the show, but i think there are more problems for facebook i wouldn't be surprised if they get called back up to capitol hill and you start getting some headlines as this whole russia things starts to percolate as well and if facebook was somehow complicit or should have been doing more, so i think the short-term outlook for me is to the down side. >> investors didn't care, stock down 2%. >> for me this is more a problem for snap we know every single day zuckerberg is waking up going, how do i crush snap? this is another way to do it unless snap comes up with something new. i think this continues tore a huge problem for them.

shifting gears, disney jumping 5% today, options traders are betting on more gains ahead, why do we say that? micha micha michael koe knows. >> where we saw a lot of that activity midday was the january 1 fess ten calls the translation is options traders thing that disney could test the high that is we saw earlier this year. all right. mike in austin, texas, thank you very much. looking at disney. upex nt your final trade around the horn. stick around well, it's earnings season once again. >>yeah. lot of tech companies are reporting today. and, how's it looking? >>i don't know. there's so many opinions out there, it's hard to make sense of it all. well, victor, do you have something for him? >>check this out. td ameritrade aggregates thousands of earnings estimates into a single data point.

that way you can keep your eyes on the big picture. >>huh. feel better? >>much better. yeah, me too. wow, you really did a number on this thing. >>sorry about that. that's alright. i got a box of 'em. thousands of opinions. one estimate. the earnings tool from td ameritrade. at t-mobile, when you holiday together,

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all right. time now for a final trade tim seemo? >> we talked about the big round. i think at&t looks great, except for i think around 38 bucks you take profits i'm out. >> at the beginning of the show, you talked about financials, and i think you sell some goldman sachs here possibly double top. >> not every day you can invent a word. >> that's why you watch "fast money." >> we talk about tax reform and rotation, somethingthat's been a performer, a leader has pauly homes. you don't see any sign of rotation out of the that pauly homes. guy? >> it's been great having you

with us, friday, monday, yeoman's work. >> do you have a pick? >> micron. i think it mutual fund flushed itself out. >> well set. thank you, and thank you for the compliments. >> 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 other people want to make friends, i'm just trying to make you some money my job is not to just entertain but to educate and teach you so call me at 743-cnbc or tweet me @jim cramer this is not a rally. on a day where the dow gained 58 points, the s&