writes >> if anyone has got through cycle, it's seriously sweet. >> life in the nasdaq market site this is "fast money. our trade oer our traders on the market. $10 billion worth of sales getting run off online it is ka-ching for all the retailers. roku hits a roadblock. why analysts just cut the rating on the one story stream being stock. and exxonmobil was one the most valuable company in the united states one analyst is betting on a big come back.

and kick off to who is the best many of the year for stoshgz all sliding on weakness and manufacturing. conditioned trade tensions will we get that sapta clauss rally this year or has the grinch taken control of this market >> guy >> i knew i would like that. >> i don't like that it's almost as crazy as gobble, gobble turkey day. >> last night on one of the networks that was santa claus is coming to town >> that is rudolph, by way >> i don't think you're going to see this rally but i think that for a while. on friday and today, they're starting to show the warts

but apparently he still hasn't done it. it doesn't think it is happening this year or early into next year december 15th, i think it is going to force president trump's hand i don't think that you're going to see the rally into december 25th which a lot of people know as christmas day >> go forth with the move forward with the tariffs >> the hong kong solution was a real problem >> so the really good thing is that and the fact of the matter is that i think some of the news

and american tariffs, we know that europe is still up in the air. >> that's really the issue you think about the data we had today. the manufacturing data that was worse than expected. z >> i thought the market actually didn't do badly today. i thought that had the potential to be more destabilizing and you think about november, it was 40%. >> it is a little less than 1 hers i don't think it's a big deeg at all. i think we're going to see it

coming out i think two or three weeks ago, we were at the short strokes of the deal >> that is the market. >> despite the reference here, and it was 41 and it is today's print. and you have a vix that is 11 1/2%. and this say rally or not. you had a dynamic where we saw the pmi's that were largely better today but again that stabilization dynamic is something that i think market priced in probably a month ago to stabilize i think where the fed is absolutely on hold

people are underinvested you have a seasonal dynamic. and there some kind of a deal. and how quickly they move. and again, apple, google, look at the leadership we had in mega cap companies over last month. i think this is not a surprise >> a kedeal will be announced it is good politics if i had to guess to not go in for a deal before year end, why do you have to >> i think that's the point. i think statistically, historically, if you can get the market on your side by april, may, it seems as though re-election sort of in the bag so why would he do something in december when they can string it out he being president trump until the -- and then send himself up for the possible re-election.

he is willing to take the pain in the short term for the market that is something in the spring. and then set himself up for re-election. and the risk/reward to tdown side fla and there is technology and there is a stock and it is very expensive to the history right now and anticipating -- >> and so it is multiple expansion for the first time the stock up is 70%. and we're not seeing and this a year when we saw negative eps sales growth whatever market you want to place it against, that's going to be a really sufficient vote these are the companies that a lot of them are still make money. so it makes sense.

when you have gains like this heading into the uncertainty 20620, i think to probably trim some profit. i think that's right today is particularly in there you have a selloff i think it may be more interesting about the fed. maybe that means you can see rates move a bit higher. part of the relief that comes out of third quarter though, the fed is -- that is any time soon. and the stocks in this environment they're seemingly and they're definitely, he may be right on this >> you sound more cautious than you have been.

>> and it is multiple reasons. >> and joining us now is rebecca patterson. and he's on the show and i think most of us are already at the whim of the trade deal we're seeing the short term. and it will help the president's re-election chances to come. just because they really would prefer harder lines.

and the military shifts and folks go to hong kong. and beyond it, but i do think that they get something even if it is marketing. and it is that support of. and that is impossible you're mentioning the greenroom. and it is south america. i think it is unfortunate. these are countries that are struggling and they want to help american farmers, of course we do and saying that they're evaluating the currencies.

the government has the export more competitive and they make the economy worse. and this stuff actually made a bad problem. and that is befomonths ago and e release of the biggest impediment and then we talked about the freeze i think boning side would love to see and then you don't see anything else until after the election is a phase one deal that skinny about soy beans and is that a sell in the news have we already placed all that in >> the bias is it is a sell on the news clearly a lot changed from september.

and the business sentiment data has stabilized and the exxon market and some hope is priced in. if the deal is only what we expect so maybe we roll back the september tariffs but that's it, does that really change u.s. china relationships? does that change u.s. trade relationships with south america, anyone else probably not then you add the uncertainty about the elections and what we can see on top of it how can we have sustained cap-ex even if the economy stabilizes, do we get enough recovery that changes activity i don't think that's likely. it doesn't mean i'm bearish. the up side is limited even if we get a skinny deal >> let me ask you with even deal, economic data being tepid today, i was surprised to see the bond market sell off somewhat do you -- i mean where do you

think the fed is why do you think it sold off >> apologize but the fed is done. we're not going to see any hype certainly for the cuts either. and the new inflation regime rolls out next year. what happened in the bond market today. there are days where i said there might have been a corporate deal there is a position on a year end. i don't always think i can make sense of each correlation. i would say in general when you see bond yields rise and the dollar weakens, normally that's happening in an environment where people are more bullish on global growth. right? so all bond yields around the world go up and the dollar goes down because u.s. capital goes overseas in such of more attractively valued foreign assets we saw that during the whole era of the brix. you have a weakening dollar as capital moved overseas and the deficit got better i'm not suggesting that's what happened today

what is the environment we can see the sustained trade deal a trade deal can help us with that big fiscal stimulus out of germany. i don't think it's coming any soon they take a bad and yes, big fan of the clay nation >> you have to be, right >> clay nation really underrated >> you're kidding, of course >> sabta claunta claus is comino town >> tonight >> yes >> much like stair way to heaven which got the number one song over the thankgiving countdown i think the snowmizer by the way, relatively -- >> it was given too much credit. >> santa claus, by the way,

whatever sorry. >> thank you >> thank you >> you want to -- >> she said something really interesting. you know, she said talking about the uk and japan taking a bad situation and making it stable i think that is something that i think we have to look back at what happened the last two months in the u.s. when you think about the new rate hike, you think about. request qe 4 that did happen >> but it's like kind of quiet qe when you think about it here, we have an s&p closer to 5% thing goes the ugly this year. the dollar was trading at multiyear highs. at the end of the day, i think you look at the s&p 500 and say things were good in the stocks market but think about what it took to get here this stage ten years in, the financial crisis, i mean to me, it's very troubling. i think you push out a lot of problems by making bad situations stable at this stage

of the game. >> coming up, they're the stock tearing analyst as part. we'll talk about the trade for the ages fist, ready, it is, click. our cyber monday courtney reagan has the retail frenzy hey, courtney? >> hi there. today expected to be another record day on line that set record after record laugh week believe it or not, there say lot of shopping still left to do tonight. i'll explain why theea pk hours are still to come when fast money comes right back there's a lot of talk about value out there. but at fidelity, value is more than just talk. we offer commission-free online u.s. stock and etf trades. and, when you open a new fidelity brokerage account, your cash is automatically invested at a great rate -- that's 21 times more than schwab's. plus, fidelity's leading price improvement on trades

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tlnch dl is another big haul and hey, courtney. >> walmart is in the campus. and they fill all of the online orders that are coming in on monday walma walmart expects today may the biggest day of the year for the online orders. and so far, some of best sellers include the apple air pods the instapot, not everybody has one of those the ninja air fier

the advise yoe 55 inch tv and the nintendo switch. but beyond just walmart.com, the national retail federation expects 69 million americans will shop at some point. you mention the records. adobe expecting this day sales to grow about 20% over last year to hit $9.4 billion. that is on top of the records already set for thanks giving day and black friday but what is interesting is there is still a lot of shopping left done tonight remember in the old days when you had to get to work to use the high spedibility net on your deskt desktop computers, that was peak hours. now it's much later at night the golden hours will be 7:00 to 11:00 p.m. that civic time that is 10:00 p.m. pacific time here once all the chores are done, that's when the shopping will get started. we're getting some preliminary data for howthings have been shaping up online.

edison trends at least analyzed about 300,000 transactions from thanksgiving and black friday. nordstrom is seeing the biggest increase in customer spending online compared to last year with the 6 00% jump. walmart close behind target, however, and j.c. penny, those spending online numbers from the samples fell 12% and 14% respectively we still have a lot of shopping and time left to go. and you know we still have a decent season left even though it is six days shorter be careful when you order online and looking at the shipping dates. a little buyer beway from me over to you. >> courtney, thank you for the tip. >> courtney reagan, what you are doing over there >> when you go to work for the high speed internet. i want to have a conversation.

you should say that. and they had a huge run in the evaluation and they work to appear every friday and they are back saturday this past week and he talks about and then they target catching up to walmart. and their erndz. earned. >> and you buy something elimination. that's one interesting part. i think there is something in the retail leaders here.

you see things that don't work, right? i don't know if macy's can turn it around. and the stocks are more expensive. i'd rather be in the extremely high shortage. >> yes >> yes >> and they were they were full price for off rack and perpetuated. when you look at target. and the relative victory online. and it's so extraordinary and so guess what, target is not as good that's exactly and knave not done is so well.

and those folks into this holiday season very veshgs perfect. >> amazon is targetted and they get about online and their online sales and so there is plenty i think that's why amazon. the last couple years, they took time to bear out and they had that gap. and they go to the trebd line. trend line. because i think there is a lot of concentration big box names and these home improvement stores because you look at the xrt which is a broader look, it is

up 10% and i want to keep an eye on the other ones that are crowded. >> cyber monday winners and losers, head over to cnbc.com. in the meantime, here is what is coming up on "fast." >> the most divisive stocks on wall street. we take a look at the names where analysts opinions are most diverge enlt and break down which side has the best argument the clock is ticking down for boeing as they try get the max back in the air y d.c. cou why d.c. could be a make or break year for airliner. (soft music)

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hello, welcome back to "fast money. want to talk about how the fed should let the inflation targets run. if they don't believe there is any inflation, conceivably, they don't need to raise rates. certainly the president is and they get to the bat that will is brewing on wall street among a handful of well known companies, ge, uber, facebook, and lyft are some stocks where wall street analysts remain deeply d deeply divided and 190 a share. the high end coming in at a

whopping $949 who's that you can check out the full list on our website but we ask this question here, you know because this got us thinking >> we like to think here >> how divided is our desk on the very same names. to find out, it's a from game of trade it or fade it. >> that's right. you know all the rules these guys are so good at the rules here >> sometimes >> let's get right to it $35 on the low end so, tim, trade or fade lyft? >> again, i'm trading this one get out there right ai wachltwa. we have had a renaissance on the stock. i think the expectations were reahe is issed i think the profit expectations are heavy. we have not proven profitable in this name. i think the structural issues relative to uber it looks better, i'm fading

>> i'm a trader of this name since the low 40s. yeah listen, i think there is going to be -- you can't take all of the 2019 tech ipos and throat baby out with the bath water there are some that have done well and they stabilize here in the 40s. >> i'll play the game correctly. >> you typically don't >> sometimes, for the games. there are so many different -- and sometimes it gets confusing. trading. >> okay. >> play the graphic. >> you know what that means. >> i do. the last two quarters i think have been good i think over the sum they are was a $60 stock. they told us about the pathway to profitability then they talked about the lockup coming in august.

you had to a week or so later. and the stock cratered can you see the stock back to that $63 level loop ventures i believe upgraded the stock. >> all right let's move on. general electric high end price target, $21 then you have the other end $5 trade or fade? >> i go two myself if i had to pick one, it is trade it >> nice. >> i think there is a number gf businesses there the there is a number of not so good businesses. there is also a ton of debt. i think this one will go one two of ways. either a lot or counsel a lot. i think they have a great ceo. there is clearly he had winds. aviation can be great. we'll see. if the boeing, the 737 max is important to them, we'll see how that goes. but i would only play it through them, you don't know what you v it could turn into a fade it >> on facebook here, 330, low

target of 120. >> i'm fading here >> they have come down dramatically i tell you that in some point this is the poster child and they're avoiding and he will not want to get whatever and they're now and the trend and asset manage mebt -- management and avoiding the same things that we know and touch and feel and we're on the stock with nearly $800 separating heightest and lowest >> fade it, mel. and you had that move a straight

up move. rarely do you see a stock like that and not revisit at some point. and she come in harn 275 and they're in there in the tesla community. and i think the stock trading is we low and goes back to the all time mode. >> three chip makers and all among the battleground stocks and a & d up and he has the semis over to tell white house is right. bulls or bears >> i want to try to answer the stock index. the first thing we know is anything that moves.

and it's going up. here's the question. when you have selloffs, why do they stop? why would that stop there or stop there or stop there is that random and no, that is not. the trend lines narrow and eefrp one of those stopped to the penny to the penny to the penny to the penny to the penny. maddening or happy you can interpret it however you want it's real, it happens a lot. i think what you're going to get is the next dip to trend so keep in mind that line. keep in mind this line two reference points the level from which you broke out. those both coalesce around the certain level. 1600 and were we to get this, i think that's what we're going to get, you're talking about another 4.5% from here

we're do you rememb down 3.7%. that's in kardcards. there is no way around this. this is the popular issue of the market the peak in performance is not here we know it's gone up and up and up but it is relative performance peaked two years ago in fact, last chart, it peaked on the 27th of november. 2017 here we are past the 27th, 2019. that means choosing semis rilt environment to other choices in technology is wrong on a relative basis is that about to change? i wouldn't think so. >> carter go, the to come on over >> we'll bring the chair in. >> he got a hand cut over the weekend. >> i got one >> great point by you, mel. >> does the stocks at least hold

the trend line >> i would say that's is the first bench you make when you approach the trend line from below or above, you make the bet. when you breach the line, then you have to flip it arp and got other way. en that is aoff. selloff. and i think of all the ones right here >> carter, do you look at the smh and i'm doing this for folks playing the market and wondering whether chips and semis and high cyclical stocks. >> there are two ways to interpret that and then consider this it was such a runup.

and 2000 soemys, the stocks inkreez >> they have 27% and you're still not back to where you were long term, it has not been a particularly good thing. >> coming up, a big month ahead and still, we'll brake down the plane maker and is this a sign that the stock will rise much more "fast" money coming up with a simple theory - give people a fair deal and real economic power. invest in the community,

in businesses owned by women and people of color, in affordable housing. the difference between words and actions matters. that's a lesson politicians in washington could use right now. i'm tom steyer, and i approve this message.

. showing shares taking on the first trading day of the movement let's get to phil lebeau with the details. >> it starts with a big week this week. there are a couple things going on with the 737 max. human factors testing. you might be saying what is that all about? that is where boeing will bring in the pilots. the faa is part of this as well. they're going to be in the 737

max simulator. and they're in different scenarios. they react to the changed being made with the plane. at the same time, out in washington, boeing is beginning briefings with people they deem as aviation industry influencers. this say charm offensive people who boeing believes will ultimately be interviewed, quoted on the ubject, who will be able to say, yeah, be i think they made a lot of the changes everything is going well what about everything that needs to happen in order to get the max certified? there is a report after that, most believe that is not going to happen until the end of the year pilot training rules have to be written. that may not happen. by the way, after they right

those, there is a 15-day comment period when i talk to people in the industry when i talk to people at boeing, while boeing don't come out and say it, there is a sense that we're looking at certification being pushed into january and unlikely to happen in december >> they must have price targets. so that is scheduled has not shifted. they look at a stock that is staying. and the expectation. production is calling for them to ramp up max production in the spring and go all the way through the end of the year with a dramatic increase in production provided they never get certified. >> we're talking about the u.s. time frame though, correct fact of the matter is there needs to be international buy in to sign off for the boeing 737

max. >> sure. sure well, the expectation is the faa, baugz boeing is based here in the u.s., the faa has to go fis first. so whenever they say you are good to good let's say it is the third week of january, the expectation is you get cat nadians and other countries that will follow very quickly. i mean within a matter of days then likely the europeans within a couple of weeks. the big question mark is how long will it take before the chinese government says okay, we think the max is good to go? china expressed reservations whether or not they say okay and that remains to be seen. and there is a percentage in terms of the backlog

5% of revenue. so china really is the big enchilada. nobody expecting how long does it take after the chinese authority goes and you're good to go. >> phil, thank you we're in chicago >> contact of the trade more >> this could really be a thorn in the u.s.'s side we're going to hold off. we're going to make boeing deliver a ramp up production of the 737 in a timely fashion. >> so you're bringing up the demand side of this. meanwhile, they're scoring planes and inventory i still think they're going to get out there in the first quarter of 2020. i thought the guidance and expectation management is yet to be completed including pilot

training but you know, i am on the stock. the stock is still up 10% with all this uncertainty that is the other side of this trade. >> i think the answer so that question houshgs is the stock still up the market bailed it out to a large extent you have an s&p 500 and all time highs. i think that is part of it. now with 355, i still think the risk is lower. at a certain point though, it makes sense though it comes in around the $330 level. >> the clarity is much greater today versus two months ago. >> and much closer to when it is resolves. >> right >> looking past -- >> talk about going down less

and less on bad news each time the point about the trade war. are they going to ram up the air bus order. this multiple is dirt cheap. it is cheap relative to where it had been i don't know i think it can wayne >> one thing about the story people are not paying attention to is the impact on the airlines i think is more important than boeing itself when you consider capacity and how people tray trade the stocks up next, shares of rok we'll tell you what has people streaming out of the stock wall street spending on a big breakout for one stock in the space. we'll give you the name & how to trade it

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or not. this isn't working. introducing samsung paperless workflow solutions. with the galaxy tab s6, you can sign digital documents on-screen, with a finger or your s pen. samsung business solutions. we have breaking news. france and melissa, the u.s. trade representative and the u.s. is considering tariffs on 63 different products. the exports to the u.s. totalling about $2.4 billion in imports as a response to france.

and they hurt google, amazon and other u.s. tech companies. this list could see tariffs up to 100% on the products. and the companies affected by submit comments on how they would be affected and they will be hearings on this the mare after that process concludes in mid january. they could put the tariffs into effect tariffs up to 100% on 63 different products and robert says in the release that decision today sends a clear signal that the united states will take action against digital tax regime that's discriminate or otherwise impose undo purburdens on u.s. compani. this is something the u.s. was telegraphing they would do for the last several months. certainly the fact it has done it certainly ratchets up the tensions >> any ideas of what sorts of

goods could be subject to the tariffs. >> we're waiting for the links we'll get back to with you the details. >> another use of tariffs as a weapon if you think about the complications in digital tax regimes right now and the imbalance in the world against u.s. mega cap, who could we do that to but france you can't play apples to p awills in terms of global taxation and a new paradigm. >> i just -- i don't like the idea of us fighting on multiple fronts at the same time. that's -- it's relatively minor amount of goods, right i don't know i think about a lot of things in the fire i like to see --

>> you're louis vuitton bag just went up. >> 100%. >> so did your tiffany blue box. & the everybody in the world, you know, now we're getting around to our lal is allies >> jim is talking about how to trade up a volatile market and they decided that and much more coming up and that is coming up on "mad money. there is much more "fast money."

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welcome back to "fast money. we'll get clues on whether the group can run into the year end. and they're working after the bell and the software space this year and after the traders are predicting a hit when the results cross the choir wire sales force dots come. and the drill and the s&p 500

and manufacture the peers i think is pretty interesting. only up 17%. but today, options volumes is two times average daily volume and onest trades that caught my eye is put by them i'm going to talk about the buy. 4% in the options market that's what is implied st and so when we talk about some of the activity that we saw today, you know, when the stock was trading 160 shortly afternoon, there what i a beer was a buyer and that's about 1% of the stock price there a little less. it breaks even down at $148.75 thats not particularly great protection that is a braerish bet let's look at what we're geers against. and this has been massive technical resistance to the upside the stock has had the big run. but still, underperforming in

the nasdaq you sigh that resistance it's unable to break out look at this multiyear trend and it's obviously been a big outperformer over that period of time but to my eye, you have support down at 1 40e. again, i have no idea what the 1 auto puts in december against. maybe it's a trader that has a very big gain in this position over multiple years. and just look forg down side protection down to a technical level. this seasis going to be an interesting one. >> thanks for that, dan. the full show is up. actis ti tonoponhis friday up next, final trades. ♪ ♪ ♪

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final trade time tim. >> we've been talking about the resurgence of the energy i think there is an allocation to oil services. >> yes it's a good name, home depot i like what the consumer is doing. we're going to see good numbers.

>> smh, i like charters. and i'm inside tim seymour >> good to have you there. >> see you back here tomorrow. time for more "fast" "mad money" with jim cramer starts right now. 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. m"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 money. my job is not to educate you but teach you. call