of workers and save a lot of costs. the question is are they going to hire them back if we don't get a surge in demand. it relates to the underlying health of the economy. >> we are going to get the weekly jobless claims tomorrow too. that will be a glimpse at what's been going on. >> thank you so much for watching "fast money" starts now. i'm melissa lee and this is "fast money. a game of tiktok. more on the big battle brewing over one of the most closely watched deals in all of tech plus warren buffett's berkshire hathaway if you're looking for love, dan nathan found it in this name why he says investors should get ready to swipe right on this stock. we start off with the dollar dilemma. feeling the pressure today as

yields crumble this move lower has huge implications on commodities, rates and multinational stocks tim, you say this is the sloppiest chart in the market right now. why? >> this has not been orderly sloppy for the dollar is not something we should feel confident about. in the short-term, i think the dollar is oversold i think we could see the dollar bounce a bit but i think this trend is intact i think it's supported by some of the fiscal dynamics and really also a current account surplus in europe that people kind of forget about and banks that are a bit better in europe. what does this mean for oil? we forget that oil was really the asset class that led us down into the abyss this was a sunday evening when people were concerned about the rest of the world and you saw that saudi and russia were not

going to deal with oil prices. what it meant for asset prices around the world and certainly for hard assets is very dramatic oil is the last to recover these charts have been consolidating. there's actually been fundamentals to support it as well even though we know it's not run-away demand. you have had better pmis around the world. you have a dynamic where inflation expectations are absolutely moving higher api inventory numbers this morning, you had a draw of 8.6 they were expecting a draw of 2.6. i think oil is the last chart to really recover i think there's substantial upside have supply/demand dynamics for the equities gotten better

capital allocation is equity friendly the oil services have been the best way to play t yes, i like this trade stay there >> i'm going to go to rainman here do you remember that date that tim was referring to i feel like it might be in your brain rattling around somewhere under your coifed hair. >> i'm assuming you're talking to me. >> yeah. >> i don't remember the exact date but i absolutely remember the weekend. it obviously caught the entire market off guard because you saw what happened to the price of crude oil the next day and subsequent weeks crude's a funny thing. when it was higher the administration wanted it lower then it went lower and they wanted it higher now it's higher. getting back to the u.s. dollar, i understand why for multinationals this is a good thing and this is the first administration i think in the

history of our republic that has ultimately talked about the want to have a lower dollar at a certain point a lower dollar is no longer bullish. by the way, folks, a lower dollar is extraordinarily inflationary if you don't think it is, you're not paying attention your buying power goes down. by definition, that means it's inflationary it's the fed reserve's actions that are creating this. >> this is really a double edged sword. karen, how do you look at the weaker dollar, a positive for equities or negative >> i think maybe in the short-term it's a positive i think that real rates are negative now we see the ten-year come in a little bit real rates have gone down a lot.

what's the rest of that is inflation. inflation is here. in the short-term i think that that will be somewhat of a floor for equities you don't want to be in fixed income when there is inflation it also ultimately will have the benefit of helping to the extent that we have trillions of dollars of debt, inflation would help us get out of that debt, but obviously at some great cost so i don't know how long they can sort of keep a lid on it i want to have exposure to inflation, because i think it is going to be here so gold, i've been looking at gold that's interesting to me, but bitcoin also i mean, oil is in some ways inflation but it's also fundamentally driven the dollar being weaker makes oil more expensive, but demand also makes oil more expensive and demand is coming back

somewhat >> i think this is the first time in the history of "fast money" that karen finerman has said she's looking into gold oftentimes you say i don't get gold yet here we are in this new world. are you on board that gold train too or are you into other sort of weak dollar plays >> yeah. i would focus more on the weak dollar plays you hear a lot of people talk. they try to sound smart, saying investing in bits versus adams we know what that is it's old economy versus new economy. there's nothing new in that. when you think about what's going on with a weak dollar and rising oil, we know that the weak dollar benefits these large mega cap multinationals. they borrow here at basically nothing. they buy back their stock. they used to make acquisitions by competition and expand

overseas it's great for their margins high oil is not a high input cost for them, so they benefit from the strong dollar on the flip side one of the reasons we've seen manufacturing and industrials and transports s lag of laid is because of that rally back in crude. it's exasperating a trend that we're already seeing here. as far as gold, karen, call me, let's talk about this. 2,000 bucks for the first time ever maybe it's not the best time to start looking at it. i'm just saying. >> i understand that >> dan would say call me, baby, to tim or guy either for all of you chomping at the bit to criticize him. >> i'm jealous come on, dan. >> there are also some thoughts that perhaps the dollar is losilose ing its status as the world's reserve currency is it too early to start

thinking about that? >> no, i don't think it's too early to start thinking about that at all. that's absolutely problematic. i'm one of those fed bashers so you can at me all you want on twitter, but don't think for a minute that creating $6 trillion out of thin air isn't leading to this at a certain point it's going to be a problem i understand why everybody thinks this weaker u.s. colldolr is this great thing for markets and stuff, but it's not. i'm glad karen mentioned real rates are negative the same thing with ten-year yields at a certain point those lower yields stop being bullish for equities and we are precariously close to those levels. i think the ten-year got below 51 basis points. we're flirting with levels we last saw back in march although the equity markets are telling you one thing, i totally get it, i'm not one of these

people that's crazy bullish, but i understand what's going on underneath the surface there are a lot of things that are concerning i'm with karen on gold i don't think it's too late at all. i hear dan whasbut you're going come in one day and see the price of gold is up $200 and silver is up $8 and you say what's going on and the next day it's going to happen again we are on the precipice of that as well. >> letorie, welcome back in terms of the dollar weakening, is this a concern on your radar right now >> it's absolutely on our radar. i agree with the term dollar dilemma. there are positives and negatives. on the positive side the first thing that jumps in my mind is hey this is great for earnings

positions in the u.s when the dollar is weakening year over year, you tend to get upward revisions in the s&p 500. you see it for things like industrials, energy and materials to the graeatest extent we also know that when the dollar is weakening, we tend to see u.s. equities underperform non-u.s. equities. i think there are positives and negatives. perhaps it's easier to make a relative call here more than an absolute call. >> i agree with the currency call, what it means for global equities if you had to go around the world to a region, where would you want to be investing right now based on both the currency factor and the fundamentals? >> we don't get that granular in our calls in terms of making

those regional bets. in my work what i really keep noticing is the contrast of u.s. relative to europe my phone's been ringing off the look over the last few months talking to european investors and global investors based in europe who are worried about the u.s. elections what i tend to see on things like valuation, the u.s. looks expensive versus pretty much every region but you especially see it relative to europe. when we look at global large cap equity funds, the u.s. allocations in these funds have been sitting for the last year really at all-time highs they've just been hovering they're overowned. investors know it. that's why they're worried about the election european allocations are at rock bottom levels for about a year when i look at u.s. versus europe, i really see the rotation that needs to happen from a positioning perspective

>> lorie, i here a lot about how much money there is on the sidelines and yet you're talking about overallocation is othe money somewhere else where is it? >> when you look at the cash level, it depends on whose cash you're talking about we know that rel tail invetail s have built a lot of cash if you look at the institutional managers, they aren't typically allowed to hold a lot of cash. some of these global investors have stashed money in the u.s. for safe haven purposes. that's sort of a proxy for safety there is cash out there in other investor bases, as set allocations funds have a lot of cash sitting on the sidelines. what's interesting about those funds, though, when you look at

their n their non-u.s. equity exposure, that's also at rock bottom levels >> at the top you were talking about sort of the push/pull of the weak dollar in terms of positives and negatives. at what point does dollar weakness become a negative for the market >> the way i'm thinking about it today and this may not hold true over time, but one of the risks we see for the market is what we call earnings sentiment may be on the precipice of a peak that stat is currently tracking at 66% it typically tops out somewhere in the 70% range another week or two we could get there pretty fast. this indicator is moving up sharply. if we start to see the analyst community get very excited about the benefits of a weaker dollar two ea to earnings expectations, that

could taste take us to that peak >> thank you >> thanks for having me. >> tim, i'll go to you since you're known as the ambassador in "fast money" circles in terms of the weak dollar. >> there was a time at least. >> there is still a time right now to call you the ambassador and the eem specialist where in emerging markets do you like the best, which markets >> well, the currency i think as it relates to china is not going to be as obvious of a play, but certainly a tailwind we certainly had a lot of fear around chinese investing i still think mega cap chinese stocks are very interesting. if you look at the msciem or the ticker eem or the vwo, your samsung, alibaba, ten cent very

top heavy. those are all stocks you can own. if we look at germany, the industrial story where the auto makers start to look a little bit more interesting, obviously that is a very big german industrial trade those would be the places i would be excited about >> warren buffett's berkshire hathaway betting big on bank of america. berkshire has been buying for 12 straight sessions and now has a roughly 12% take in bank of america. should you jump on the buffett bandwagon? karen, you're there. >> i've been on the buffett bandwagon. a couple of years it would have been much more positive for the

stock than it's been i don't know if this is some of the wells fargo money that's now flowing back into bank of america. but i really like this story clearly we're going to see giant credit losses but they've been provisioning for that for two quarantiner e quarters now it's an extraordinary franchise. it is not expensive. i think that ultimate lly it's just too cheap here. >> dan, let's say the oracle of omaha picked up his motorola flip phone, he has an iphone now. he calls you, dan, and says what do you think of my buying bank of america for the past dozen straight sessions? what would you tell the oracle >> i think it's a nice meaty stock. i would say it's the only thing in this stock market that makes any sense to me is the underperformance in bank stocks

in 2020. i know that sounds kind of weird, but it's the one group that is actually maybe adequately pricing some of the headwinds that we have in our economy, some of the scars we are going to feel from this recession and just the likelihood that our economy has changed and the way it comes back over the next couple of years is going to be different. it's a cheap stock all those people railing against bank regulation after the financial crisis, they should be very happy it was in place because these stocks might have been very, very, you know, ready to go out of business given what we've seen in the economy right now if they didn't have these sorts of leverage ratios they do have in place due to the regulations. mr. buffett,a tremendous, tremendous investor over the last 60 years or so. he seems a bit confounded too. i think it's interesting that the one group he's buying is the worst performing group in the

entire market on an absolute and a relative basis. >> this may really speak to time frame. if you're a warren buffett type investor with a long time frame, it makes sense but if you have a one-year time horizon maybe it makes no sense whatsoever. >> mr. buffett and i share the same birthday, the actual day. you know, age-wise really. with that said, you want me to give some advice right when they reported on july 16th or so with 1990 it's trading below book value. when this thing approaches 1.8 times tangible book, that's when you get out of it. you can accumulate up to 1.5 then scale out as you get to 1.8.

>> shares of square rallying today. the move comes after the pavement company had a big increase in users of its cash app. square is supposed to report tonight after the bell but released numbers early after bloomberg reported the results square gained nearly 8% on this day. is this the best bet in the payment space. this is almost an embedded would you rather with an open rather on the second choice so what do you think >> it's interesting because the open rather seems to have to be paypal but they're both afflicted in the same way. or do you go back to visa and mastercard which i think are also seeing tail winds from contactless payments the thing for square, they took a lot of market share between ppp loans going on with their cash app i think it's been an enormous

time for square. i think the valuation is really tough. since about $110 i took a position and cut it by 80% i'm happy to still be long on the stock. i took a lot of exposure off $40 ago. my sense was it was very expensive then and i was playing with the house's money it's a fascinating company i think everything that's good about square is why you wouldn't want to own bank of america. therefore, i think you do want to own some square but i would be waiting for a pullback today. >> the big question is can it even come close to replicating that going forward if government stimulus is not quite the same as it had been during this past quarter in terms of getting reduced? that was a big reason why we had that boost, dan. >> listen, the cash app well positioned they have been moving into investments and loans.

you know, some of these square capital business was something that was really exciting until small businesses went into the tank it was that peer to peer now it's going to be a pay with square cash will be the huge thing. they're taking a ton of share. they're well-positioned. the problem that i see right now aside from the valuation is that exposure to small businesses right now it looks like in major city centers concentrating areas small businesses is not coming back there was an article in the "new york times" that something like 30% of businesses in new york had closed already for good just in the last six months or so we're going to see some tremendous damage there. sales growing 30-40%, you know, i don't know if that's stuff for the valuation it has right here. coming up, we've got our eyes on shares of roku we'll break down the numbers plus, a match made in heaven

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we have a market flash in pfizer and bristol myers >> both of those shares are higher after hours as the company won a patent ruling on their blood thinner drug eliquis. you're seeing bristol up almost 5% on this bristol does have the majority on this drug it brings in more than $7 billion a year pfizer up.6% on this ruling now.

>> certainly in recent days there have been many other reasons for owning pfizer, namely the vaccine that could be coming to market. >> it hasn't been a great performer but i think pfizer is just too cheap as well bristol myers has been an underperformer in order for that to break out, i think it needs to close above 65 with this news we're probably within a couple dollars of that. i think pfizer out of the two is probably the better book eli lilly has come off a little bit since its all-time high. the stock has been a monster i think eli lilly sets up the beth of t bestof the three. >> breaking news out of washington, d.c. >> stimulus talks have broken for this evening

house speaker nancy pelosi telling reporters she's confident there will be a light at the end of the tunnel she just doesn't know how long that tunnel is well, for its part the trump administration says that if the two sides still remain too far apart and don't reach a deal by friday, president trump will be seeking executive action to protect renters against evictions and to reinstate that $600 unemployment boost to workers who have been laid off the chief of staff mark meadows just made those comments in an interview with cnn and says they will be meeting again on thursday evening to see if they can reach a deal >> it sounds like the administration really wants to make sure there is a continuity in terms of these enhanced benefits, which would be a good thing for the markets, i would think. >> i think so. i'm a little bit confused. i thought one of the sticking

points for mcconnell was not $600 is she saying that trump is threatening we're going to give them $600 if we don't have a deal by friday that was how i heard it. i mean, okay, that's an interesting way to negotiate there will be a deal, though, i think is the bottom line both sides need it too much. on this one thing or maybe a couple things, there will be bipartisan split they have to have a deal the democrats have a little bit of an upper hand right now they have to get a deal done the market has priced in a deal. >> kayla, i think you heard karen's comment. you're still there, actually i mean, this is framed as an extension of the status quo until congress can decide, correct? >> reporter: that's my expectation, melissa the white house actually as of last week backed a short-term extension of that $600 benefit

for another week so they could have that not lapse. my understanding is this would be a short-term extension of that as they try to broker a compromise in the middle on that meadows was not specific about the dollar figure, but the white house's position has been that it would support the $600 on a short-term basis and something like $400 on a compromise basis for longer >> c >> up next, we break down what you can expect from uber facebook, are you for real what the company launched today that many are calling a rival ripoff

♪ welcome back to "fast money. we're following new developments on the big battle over tiktok. mike pompeo calling the video sharing app a significant threat and said the u.s. wants to see all untrusted chinese app from app stores the price tag for a tiktok takeover could come in as high as $30 billion while shares of microsoft have rallied in hopes for a deal, it would raise some regulatory red flags. joining us a former senior china policy analyst for the department of defense. welcome back to the show great to have you with us. >> great to be back. >> the deal was effectively brokered by the trump administration >> we all know that microsoft

has had a very long history in china dating back to 1992. that history has not always been smooth at the moment they ere's been ao of talk as you allude to about dive divestiture. microsoft has to prove to investigators they can manage and secure tiktok user data. that's the task. while the history of microsoft is interesting, i don't believe that it's particularly relevant from the u.s. side because i don't believe a company that gets 2% of its revenue from china gives china much leverage over microsoft microsoft, in my view, has to focus on convincing it can do a better job with managing data. that to me is the real argument,

not whether microsoft is in china's pocket i don't believe that t it's about can you secure the data. >> that seems like it would be an easy thing to prove is there a question that microsoft, a u.s. company, would not be able to secure data relatively better than a company based in beijing >> seems like a pretty straightforward set of questions that they're asking that microsoft has to prove i have no real insights one way or the other what i can say is this should be the discussion, not whether or not china has some sort of 2% leverage over microsoft. >> the leverage is, you know, all sorts of other things for other u.s. companies it's not just against microsoft.

>> very good point i think the question here is how will beijing respond and i think you point that out in a very good way beijing has a couple of options here for a response. one, they could take what i call a symmetrical and proportionate response, meaning they would target a company in the tech sector and a company that has relative and equal value, what i would call symbolic value or numerical value to the u.s to that point, i don't think it's microsoft they could also decide to finally publish what they call the unreliables list of companies that they think have done something to harm beijing's interests. they've been threatening to do this for almost a year and that

hasn't materialized yet. this could be the trigger. >> given your experience in the document, obviously one of the biggest gripe that is the u.s. document and our companies here have against china is this forced technology transfer do you think it's a good precedent to set on our part to basically combat forced technology transfer with forced technology transfer? and what does that mean for this increasingly globalized tech economy that we're in? >> very good question. look, i think for many companies in this sector, this sort of tit for tat is new in that there's always been a concern about what the chinese are doing with respect to cyber and beta. and the chinese have banned a lot of our tech companies. we have not had a situation

where we have been prepared to say to china, you must remove your company from our country, from our network i don't think it's going to go away, but i think what has to happen is that at some point we have to start having a more direct discussion about the rules of the road. right now it's sort of a wild space that is not defined. so we have retaliation after retaliation. companies just can't manage in a situation where they don't know the rules and they don't know when an incident like this may trigger a response from one government or the other. i'd like to see a process where we really start a cyber dialogue and start to talk about putting the a floor under this relationship and that is just not happening at this moment

>> karen, you've been concerned about what china could possibly do to retaliate. what comes to mind now >> well, i feel like there will be some sort of retaliation. we always feel like we get punched in the face like we didn't expect it beshou we should expect it. let it would certainly be sort of a very big statement about how we can't just go in and sort of usurp something like tiktok. >> weave been taho needs tiktokn have this? you're looking at a side by side comparison of tiktok and as of today its newest rival called reels. that's facebook's version of the video sharing app. can you tell a difference?

i'll go to you, dan. >> facebook has been tremendous at copying other apps. i will tell you they copied snapchat snapchat is still here, right? at the end of the day, to me i think they're going to have a very hard time unless tiktok is shut down, a very hard time getting the kids off of this thing. it is doing damage to the attention universe that teenagers have right now i'll tell you guys this one thing. i do not think that microsoft is going to get this company unopposed at a number at 30 billion or below i just don't get how duck zuckeg wouldn't call up trump, tell him some really nice things, tell him hey maybe we'll cut you in on this thing. it doesn't seem to be the way we do business here that one company will be annointed.

i just don't know why those companies would let this happen, why they wouldn't do everything in their power especially a few months before an election, less than half a year between what could be another administration with some different thoughts on this sort of thing i would be very surprised if microsoft gets tiktok unopposed at the price they want. >> i don't know why tiktok -- i realize dan the probably tiktoking daily. he says it's his daughters but it's probably him. why shouldn't facebook succeed here i might be a little bit concerned for microsoft if i'm an investor running in to buy something. i think it's still very early days i don't know why this can't be competition. i applaud facebook for this. i don't know they should be

vilvil vilified for this. engagement is really a function of who makes it easier to do the same thing tiktok is being forced to -- although huawei, we were going through this for the last two years and i don't think we're seen any real retaliation despite the pressure we put on china's biggest hardware company. i think china is going to be tactical they never react the way you expect them to why shouldn't facebook be copying them and why shouldn't facebook have reels, which is already out in india, one of the first places to ban tiktok? next, we'll break down the numbers on roku. later, we are counting down the numbers on uber.

welcome back to "fast money. shares of roku hitting after hours session lows on the back of results julia boorstin has more. >> top and bottom line results on user growth and advertising, the stock gave up those gains as ceo anthony wood warned investors that the industry outlook remains uncertain for the third and fourth quarters of the year they believe it will not recover to pre-covid levels until well into 2021.

they said they're seeing an influx of new clients. they said, quote, we remain confident in our ability to grow our ad business, albeit not as much as we would in the pandemic the company said it wouldn't give any guidance because of potential interruptions to the retail supply chain as well as consumer behavior and that uncertainty about advertising. anthony wood was pressed on the fact that they don't have deals to include peacock and hbo go on roku he kept it vague and said they want to work out terms that are a win-win. >> i think to some extent one would expect that ad revenues could be soft. but in terms of the extrapolations you would make based on this, where would you go >> well, i think it just sounds like they're being deserve as

th conservative as they should be i think that them saying the ad market is weaker than before the pandemic, that's not news in any way. the only thing wrong is that the stock is at nosebleed valuations and it's well over $100 off the low from march i don't know what they could have said. i guess give more certainty. but how could you do that in this environment i thought it was a very good quarter. >> i'm looking at active accounts up 41% year over year streaming hours up 9% year over year those are staggering numbers the stock went from basically $60 to $170. this is what concerning because the level that we seemingly

failed at was the same level we sold off from back in september of last year you armchair technicians, of which carter worth is not. he is the pantheon of technicians. quite frankly, given the move it probably comes in around 145 or so. coming up, uber on deck to report earnings. we'll bring you the trade. first, dan nathan says love is in the air for this standout stock. the name when "fast money" returns.

investors swiping right on

shares of match today. match group owns popular dating apps like tinder, hinge and okay cupid. guidance suggesting dating activity remains strong even during a global pandemic you heard me right dan, you say this could break even higher. why? >> it's very different, though, when you think about some of these other e-commerce or marketplace stocks or anybody in the cloud doing anything on the internet where you've seen these trends kind of accelerate over the last few months during the pandemic when you look at match.com, their sales, their earnings got cut in half during this time period it got spun out a few months ago from interactive core. investors are looking at this as a stand-alone right now. when you think about the guidance they just gave and where estimates are right now,

whereas those other names, all those other ones performing really well you're going to have to start discounting some sort of deceleration of growth they've seen over the last few months with match, now you might have to rerate this stock higher as you start thinking about what 2021 and 2022 look like. to me, this is the sort of thing that could be very binary. if you get any vaccine news in the next few months or so, investors will get in front of a stock like this and say this is going to be a great 2021 rather than some of their peers where you might see a deceleration of growth in 2021. >> one would think using logic that this would not be a beneficiary of the stay at home trade whatsoever yet, here we are talking about match up 12% during a pandemic. >> right i want to disagree with dan, if i might. i wonder, you know, when reed hastings talked about who is his

competitor for fortnight is it also match people are home, they've got the time, what the heck. i wonder if there is a vaccine if people will not be at home swiping left and right i don't know not my area of expertise on my dating i'm just wondering if they're the beneficiary of that effect and if it will subside. >> i don't know, dan, if you have a response. >> i do have a response. >> okay. >> this is really simple i mean, their activity got demolished in q-2 and even into q-3. theestimates they just beat were lowered estimates if you look at 2020, their earnings and their sales for these three quarters not including the first quarter are literally down they were cut in half, right my point is very simple, that you don't incrementally need to see that much better activity, right? i also disagree with the netflix

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check out uber revving up ahead of tomorrow's earnings report options traders are betting the stock really hits the gas when the numbers hit the wire hey bonawyn. >> heading into earnings calls outweigh puts 2-1. that ratio topped out at about 4-1 earlier. moving ahead to this friday, if you take a look at the money straddle, options are implying about an 8% move in either direction between now and then the trade that really popped out to me was the august 7th, this friday, 35 strike call that traded just over 5,000 times for about 54 cents putting your break-even at 35.54 the buyer is betting that the trend is going to continue we're going to see volatile and positive momentum on the back of

earnings the seller, of course, is betting this stock is going today in that 30-35 range we've seen since about june. >> dan, you probably saw this. your thoughts? >> i follow everything that's ge on over there. if you want to play for a breakout above 35, above resistance, you do it with short dated call and you play for that short squeeze, but you don't want to be long in this thing breaking 30 to the outside. >> bonawawybonawyn, thank you i'm searching for info on options trading, and look, it feels like i'm just wasting time. that's why td ameritrade designed a first-of-its-kind, personalized education center. oh. their award-winning content is tailored to fit your investing goals and interests. and it learns with you, so as you become smarter,

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time for the final trade around the horn we go. i know you don't like change, guy, but i'm going to go to you first. guy? >> i could talk for like a minute here. i think fcx is just getting started. >> tim seymour >> when i speak, i listen. i think uber is a buy here i think post mates is an important acquisition for them and i think the upside is here >> karen finerman? >> facebook. i agree with tim i don't think it's priced in for big success with reels

mcdonald's is bigger but burger king is older and white kastle is even older than that. you don't need to be first i like facebook. >> i'm going to go with tim's trade here looks like this thing wants to retake 50. that ♪ 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 cramer america. my job is not just to entertain but to educate, teach. so call me at 1-800-743-cnbc or tweet me @jimcramer. i always like to have a list of touchstone stocks that can shine a light on where