smaller names, i mentioned small biotech. i believe this is year end portfolio jiggering, we'll see if there's more legs to is it than the one-day reversal today. >> three more trading days of the week that's it for "closing bell. "fast money" begins right now. i'm melissa lee and this is "fast money. tonight's trader lineup -- tonight on fast markets rally with indices record close are we at risk a burst, saying no, plus fubo flop coming out in a big way, headline that did it and what is to say about speculative names seeing the biggest surges this year. there's a bonus hour of "fast money" at 6:00 p.m do you have questions how to set up your portfolio in the 234u

year, tweet us at c nbc "fast money. you may see answers live on air. first, president trump signed stimulus bill into law giving life line to americans and avoiding government shutdown. we want to look back at words that define 2020 and market action that we saw dan, we want the to start with you, go ahead, what's your word? >> well, mine's an acronym, , e and amazon, they are 47% of the nasdaq and -- some of the biggest names. microsoft with $3 trillion market cap up 150% from march and up 85% year-over-year. second year in a row up 85%

year-over-year when you look at these four names sadly they were made for this economy you think of the monopolies and the moats and balance sheets, investors shooting first, ask questions later. with these names with microsoft and apple and amazon starting to break out a little bit, google trading and alphabet near its all-time highs, look like they want to make a run back to their all-time highs the story that started 2020 is ending 2020 with a bang. >> what's it say, brian kelly that we're going back to the old play book that got us here >> yeah so that's the real big question, right. is there something that you kate mckinnon fehr from thi is there something you can infer from this that investors are thinking in other words, are we thinking we're going to get slower growth in the first and second quarter.

we know the first will be slow because of the wave of the viers vooirs -- virus but what about the second quarter, investors are rotating back to big cap tech, where the growth is, they are somewhat prostekted they -- protected. they do have m orkmoats. one day trading i wouldn't be concerned but it's something to think about these moves. the reversal had a tremendous run up so this could be a portfolio shift sore a little bit more sinister which would be much slower growth in '21. >> if you're a believer that there are fits and starts to getting everybody vaccine nated or many people vaccined, guy, i would think maybe tech is your safety that's been a play book. with interest rates so low, valuations don't matter. i'm going to say it, valuations rate don't matter with interest rates this low, do they?

>> yes, they do matter and you know they matter. >> yeah i know. >> you said it to twerk me on a monday night. >> why not >> it's the most wonderful time of the year. >> it is and two hours, by the way, two hours of "fast money." >> no? do we? that's tremendous, by the way. >> you're going to be here anyway >> kidding me. where am i going 1234. >> and jordan powell said it too. effectively said in this interest rate environment valuations don't matter. we had talked about this seemingly for months, valuations matter, people tim seymour and i are dear friends and he thinks earnings won't matter in 2021, i think they will matter in 2021 and maybe he's right the market will give a pass but at certain point valuations matter. don't get crazy is thissing these things will carry on their merryway will technology continue to

outperfo outperform, yeah i think they will, to your point i don't think it's a straight line from here to whatever term, herd immunity and by the way, that's probably not going to happen until some time in the summer. >> i want to go to bono and it dovetails guys dan's acronym, it's not actually a word, maga but what do you go with? >> yeah, i went with online. everything online. yes, it is a correlary to dan's point, i just couldn't get comfortable with the acronym what we're seeing on both sides, the institutional and from the consumer side that if you essentially didn't have a digital presence you were rendered more or less obsolete from the consumer side you saw a tremendous sectoral shift in terms of people getting comfortable doing things we liken to interpersonal type of exchanges, buying cars and homes and meetings and road shows,

across the board, across industry and sectors, online, ability to conduct commerce online, to consume online to redefine 2020. that's the not the first time i heard twerk used in a sentence something new every day. >> twerking, isn't it like dancing. you're twerking you're not working. that was your phrase two years ago, guy i want to get to this notion what investors have been struggling with all year how much of the stuff we've come to do online will stay on the line, so to speak, brian kelly. >> i love the, on the line, that sounds exactly how guy would pronounce it so i would say, i think there's going to be a meaningful shift to online commerce not only that to online presence. if you look at what happened with the facebook and and instagram a lot of small and medium businesses advertised and

ramped up their digital presence using those platforms and i think that's going to continue into 2021, couple different reasons, one, including myself, found it surprisingly easy to run their business digitally number two, it's incredibly convenient for the consumer, pull up your mini van, pop your hood and all of a sudden they put groceries in the back. it's incredible. i think there's going to be a meaningful shift that trend will continue. >> microsoft daily average users up eleven fold. from july this year. dash order up 230% third quarter last year-over-year. walmart e-sales up 79% pinterest users up 37% guy, we're a stock-trading she, so what stocks to stick with,

what big-business surge will stay online? >> we are a stock trading show, i will answer that question, i think pin pinterest is here to 125 stay, building on a user base established fenway ye -- t years before going public. and i know zoom has come off 35% or so since that high. even if zoom is just 75% of what they were peak 2020, that stock is worthy of a look at these levels these aren't going away. there's condition. there's someone o vrv, pavelov response, people now eight to ten months into this have been conditioned to use these things and regardless what we look like next year those companies aren't going away in my opinion, melissa. >> dan nathan, would you rather,

i've never put these two stocks together, this is history-making in "fast money." zoom or american airlines. >> yeah, probably american airlines listen, zoom, guy said, the company's not going away but the stock can continue to wither, it's down 40% from its highs but still up 400% on the year. this company has pulled forward. what these guys are all talking about is the acceleration -- of existing trends that were already in place we've seen such a mass acceleration we're likely to see that all decelerate the companies are here to stay the competition will come in -- they've shown to be fertile ground you might see mega cap tech with

reasonable growth trade better over the next year >> since it was your word, bono win what's your top online pick? >> amazon. i mean, i don't even have to think about that one it's just across the board i think that that is come to kind of define the current economy that we're in amazon. >> all right let's get to the next one. lots of people made lots of money on tech, guy, so what happened this is your word. >> oh, you want me to tell you. >> yeah. >> i'm allowed to -- do i get a waiver for using the word of 2020 because there's a lot of words you can't use on television, i'm about to say now, are you going to clear me no then i'll give you the real word it's gamification. >> i thought you were going to say not a censored word, according to the fcc, far as i know okay gamification. >> you never know with me.

i'm liable to say anything by the way, a week from now, if we make it that long it's 14 years on your show so you've become accustom to me blurting i will try not to blurt. gamification is a word that's been around for a while but is now really taking hold in the wake of the stock market in a lot of ways the stock market has found this gamification and i think a lot of it has happened by the way danny moses spoke and wrote about this as sports went away and online gamblers needed a place to gamble found it in the form of the stock market probably good and bad thing and zero commissions and robinhood culture got us where we are now. not suggesting it is good or bad. it is what it is i don't think that's going away any time soon. so my word for 2020 is gamification, melissa. >> so gamification as it pertains to the stock market dan, we had a long conversation last week about spacs and some of the new issuances of the

market and how they've gone up in a crazy fashion, sometimes ten percent gains, five trading days in a row. is that evidence of this what is that >> yeah, i think it is, mel. i think it's supply-demand, i think it's easy access i think it's the fact that there's a lot of people forced not to go to work but add money to their bank account, they can download an app and be approved for trading quickly, they can do it on the iphone you don't need to know a lot when thing goes up every day and all you got to do is buy them. we've been here before, we've seen this frenzy, this sort of sentiment. guy ask right about the gamification one of the trends you didn't mention is online gaming, it's gone bizerk, the minutes are crazy. this is it real-life gaming on your iphone with money that was jammed in your bank account when you couldn't go to work.

for me it sets up very dangerous situation because when investors start to lose money everybody heads to the door. we've seen this before i will hand the baton off to b krks because the next one is what we're seeing before 12k3w4r -- >> anybody who knows bk will know his word the year, go ahead. >> no shock here it's going to be crypto. you know, this was the year that institutions really embraced crypto, bitcoin in particular, and it really stemmed from what happened in march when we had that massive sell off and all of a sudden all of the central banks in the world came in and printed money. i can't tell you how many calls i got in march and then in august right after the federal reserve virtual meeting for the jackson hole meeting, i got so many call from institutional investors saying they will never stop printing money, now's the

time to get into bitcoin and we're all in look who got in, paul jones. we got mass mutual we got square. we got micro strategy. we got multiple different funds opening up, different ways to get in to dan's point there's a lot more access and ease of access to this asset class now. so when you have couple thousand dollars in the bank, yeah you might want to buy maga stocks but also crypto to protect yourself from the money-printing that said, i agree with dan, we've seen a lot of what has gone on. if you look at crypto in 2016, 2017, if you look at the stock market, 1999. these are the type of things drk not saying crypto is at the top, i'm sayingyou look at what is going on, the gamification, in 99 you had online brokers coming on, ease of access, right. all those things plumbers becoming traders. all those things are happening again. the only issue is it could go on

six months or a year, as long as they want to print money but it sets up a dangerous, dangerous situation. >> some might say that's what drove 2020, hence these words that define 2020 nobody is going to say these games were not real. there were many people who made fortunes this year because they opened that robinhood or td a meritrade and traded and bought crypto, et cetera, and you're telling them we're entering waters that are dangerous? >> i'd say, i don't think they're unchartered because to dan and brian's point and bono as well we've definitely seen this before just maybe this is a different level category of rapid. instead of level five rapid it's level four but you're delfinitely getting into the rapids like that meryl streep move with kevin bacon. >> what movie? >> doesn't matter because you

didn't see it. >> really doesn't. >> you know the other guy who is always in will ferrell movies, sorry, i apologize the only reason we bring this up is not to scare people, just to sort of educate people and say it's great w50er not -- we're not saying it's bad that people open these accounts and got into the stock market just be aware of what you're doing please don't at me or do the boomer thing but i think nine out of ten people again think palantear is a lord of the ring reference instead of a data company headquartersed out of california and does extraordinary things with the government and other contracts. that's problematic when things going up there's a sense of knowing what you're doing prior to getting in. a little knowledge goes a long way in my opinion. >> one top strategic comparing

to another your of -- euphoric time on wall street, 2000, great to have you with us. you heard the traders making the same parallels but you say this time is different, really? >> yeah my word of the year is summary of all of theirs and i would say it's retail. okay there's no question about the fact that the retail investor has had a better year by in large than most, every professional part of that is being able to stick with the trend and the momentum and actually when the momentum changed in september retail changed and went to the more sensical place. all of that said there's no question about the fact there are parallels to 2000. the level of bullishness right now is very, very extreme, the call option volume is very, very extreme. the valuations are as high as they were in 2000. so guy talked about valuations mattering earlier, they do

what we need to see is earnings support these valuations i would suggest that's where the danger and the pull back lies. but what's really different about now versus 2000 is yields are much lower flz a lot -- there's a lot more cash on the sidelines and instead of the rally narrowing as it did in the top of 2000, it spent the last several months broadening. >> i want to ask about the cash on the sideline. this is a step we got on cnbc stock survey 44 said about the same 41 lower than usual and 15% said higher than usual, in terms of that cash, is it held by asset managers right now in cash in other words they're being paid to be in cash >> well it's difficult to differentiate, melissa, because sometimes -- if you look at how cash was at the last major did

bottom in 2009, those levels were very high, but it took a number of months for that cash to actually start to find its way into equities because frankly that cash was a cushion against the recession and that's where we still are so while that cash, we do expect it to end up finding its way into the equity market and it certainly did in november and early december it's not going to be a straight line higher and i would suggest again when you are thinking about the professional money managers, yes the cash levels are lower than normal, simply because, a, you are coming to the end of a very positive year and frankly if you have looked under invested you're likely to suffer for it >> julian, it's bk, so i'm curious, if your word of the year is retail, what stops the retail investor, when do they

stop the recession and they need the money? and is there anybody to hand the baton off to. >> where it goes from here is much more difficult to say, bk as we've seen, when the retail investor really does become the regional price setter as they have in the last six months, you tend not to hand it off to anyone. we'd suggest if you look at the parallel to 200 the retail invest y50r was the price setter for a full 18 months so this could go on further. the issue is that where valuations are now and where sentiment are now in are a number of things that could upset the market in the near term and we wouldn't be surprised to see a pull back on the order of 10 to 15% over the next several months based on the virus accelerating issues with the vaccine or some other reason

that might upset the earnings apple cart so the market has definitely come a long way. not to say we don't think it can't go further we think 4,000 a year in 2021 is very reasonable near-term is looking quite full. >> what are the odds btig puts on georgia flipping the senate i feel like the markets are comfortable with the senate in republican hands but here we are talking about president trump finally signing a stimulus package and the markets priced that was going ing -- to happea while ago. >> yeah i think the market's reaction today is telling you that either way, however the georgia senate race sorts itself out, because the balance of power is going to be so fine and the economy is still not really, you know, on its full footing and probably won't be until the second half of next year, that the odds for further stimulus

remain quite elevated. one thing we'd say is there's a tendency to believe that the market could sell off if the democrats take both those seats in georgia we'd say, actually, the long-run market history is contrary to that, in fact unified government outperforms over hundred bases over 90 years. we could be fearing that but that could be the trigger for the buying opportunity >> julian, great to speak with you, happy new y50er. >> thanks, happy new year to everyone >> let's say the senate flips, guy, what's the market do? >> you threw julian with that question and weighted on that curve ball and lashed it to left field, great answer.

i think the market is not pricing in, in terms of the u.s. dollar and the ability for the dollar to go precipitous lower if they win both those seats so my answer would be, look out on the dollar and watch the resource trade continue to work. i'm with you on the question, my answer is slightly different. >> brian kelly >> yeah, i would think the knee jerk reaction would be a sell off in the market but would have to agree with julian, i think it's a buying opportunity. think about if the democrats take control they're more likely to stimulate more, to print more, and to otherwise support the economy. and i think julian said one really interesting thing, we had retail in this environment for six months, in '99 or 2000 it was another 18 or 12 months that it continued as frothy as this may look, it could continue for a long time with a democratic flip, i think that would be fuel for further

frothyness. >> let's go now to a developing story out of washington, d.c elon moye with the latest details. >> the house is now voting to increase the size of stimulus checks from $600 to $2,000 per person lawmakers are trying to use a special process to speed up the passage of the bill, needing two-thirds majority in order to pass it. they can't hit that number then the house will try again to bring up this bill under regular order. bottom line, melissa, this is expected to pass the house tonight. we're just not sure exactly when back to you. >> thank you coming up, ali baba stock recovering though it's feeling heat look at whether it's time to take profit. and those stories and more when "fast money" returns. sales are down from last quarter

but we are hoping things will pick up by q3. yeah...uh... doug? sorry about that. umm... what...its...um...

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thank you for the good food... and the good karma. thank you for all the deliveries... especially this one. you've reminded us that no matter what, we can always find a way to bounce forward. so thank you, to our customers and to businesses everywhere, from all of us at comcast business. welcome back to "fast money. wild day for ali backy - babe . >> reporter: developments over the weekend putting pressure on

alibaba with chinese regulators handing fin tech 5 point to order revamping business, return to roots and put up it's own capital and be regulated like a bank, major differences beijing has launched investigation at all -- ali baba -- this time beijing may be willing to tap into growing resentment against growing wealth gap, even billionaires this could mean there's hard line against big tech between these businesses nearly $200 billion have been wiped out in hong kong in two

sessions $100 million from all ali back why market cap alone -- >> okay. -- is it's interesting because within this story there's context of the regulators are going after ma and financial and how it's structured we don't know though what the ramifications are if they don't follow through there's a lot of uncertainty we don't know what happens if they follow through. we don't know what happens to the companies if they do follow through. >> y5, i mean, you hit the nail on the head. i think the unknown factor has led to hysteria on the down side, they lost over $100 billion in market cap and ipo

more than priced in. seemingly we forgot about the verticals that baba has, e-commerce, cloud computing to going forward it's a matter of is this going to be a situation that's is isolated to baba or something that will have broader ramifications for tech. if you look at other names of trading, the volume as well, this seems to be a isolated event to baba and you see the shares after trading down, having a bit of pressure today, actually closing the day flat after being down 15 to 20% on thursday so i think as they continue to get a bit more details around what the deliverables are, i think the risk here is to the upside the unknown, the immeasurable is why you would see people run for the exits the way they have in previous trading sessions. >> dan, why -- why -- why deal with the unknown of chinese regulateo

regulators why go in when you can invest in tech companies here. >> good point. what a stark example few months ago trump was trying to break up the dominance of tiktok in the u.s. and got absolutely nowhere yet the chinese are now trying to break up one of their own behemouth s to reign them in so why bother with baba, the head winds keep coming, well, one reason, this company trades at the cheapest discount to its peers in a long time, trading 18 times next year's earnings expected to grow 20 to 25% sales growth and maybe some of the parts is more than what we have here and forces them to get better in line with what u.s. investors would like to see as far as transparency of these different businesses who knows. i think there's going to be a lot of people picking at this

name below 225, if you look at the chart it's the massive break out level in the summer, went on a huge ramp. so i expect you will see investors looking to pick that name below that level. >> let's say you seen the chart and didn't know it was a chinese company and that regulators on were after this company and it's affiliates, what would you think of this company? >> indulge me for a second, melissa, i will answer your question but in 2010 one of my favorite artists bob came out with a song airplanes. great song i used to think one of the lyrics is i could use really use a whoosh right now you got that whoosh to the down side in almost a month and half went from 315 to 215 and to dan's point you got what you were looking for traded today at three times normal volume and traded down and held the prior

all-time high of january this y50er. i think it's a huge opportunity. everything we've been talking about and concerned about. i think it's in the stock. risk reward is in the form of today's low and looking to move back to 300. on any incremental moves do you like how i threw in that genius airplane. >> if i knew what you were talking about. here's what's up next >> red hot housing trade could be primed for a serious cool down we'll dive into the outlook and bring you the trade. >> later, santa has come and gone and the gifts were all unwrapped but who were the big nns isolay season. we'll find out when "fast money" returns.

welcome back to "fast money. it's been a hot year for the housing trade, our next guest said there could be trouble on the home front heading into 2021, let's bring in our property economiseconomist, gre have you with us. >> thanks. >> you heard that mortgages are at record-lows or close, what causes this reversal as you are forecasting. >> looking at the housing boom over the past year, mention the record of the mortgage rates -- increase and then -- you had number of transactions -- the shut downs all the demand shifted to the second half of the year. that's why sales took off.

finally you had a displacement effect people had enough of cities. couldn't stay in cities any longer they decided to move to the suburbs. although those three factors are not going to continue into next year we think mortgage rates will stay to those lows, but they're not going to drop any further. we're forecasting around 1% next two years and mortgage rates at 3% but not going to be further, means the boost everybody has seen will fall off because house prices are taking off and that's cut the advantages you got from the lower mortgage rates at the same time we haven't got the pent up demand that's going to fall away and with vaccines coming through life will return to normal and maybe people who left will want to go back to cities >> sounds like a natural mean

trade for housing market house prices will go higher and will self-cap because people will want to get back to normal so the boom in the suburbs is over >> yeah. certainly next year sales will cut back the record low every month for the past six months we don't think will improve next year. if you want to buy a house it will be a struggle next year. people will have to wait it out. >> thanks for joining us when you look across cities, sush suburbs or multi families versus not would you mind analyzing what most increase will be. >> next year will be single family this year people left the cities

and went to the suburbs. next year, i think that will start to reverse we saw a lot of people leave cities maybe didn't buy a house maybe just moved in with their parents we seen a spike of people living with their parents, we'll see life back to normal, people coming back to cities and aggressive rent caps should encourage a lot of people back out of the suburbs to get back into the city it's not just for design but good for 1y0jobs there, entertainment, and more should bring them back. >> the ten year stay where mortgage rates will remain around 3% next year, how much of that is predicated on the notion that the fed will stay with this nbs purchases and keep that steady opposed to reallocating the nbs purchases to other parts of the treasury >> well, i think, they've committed to buying $40 billion

a month. for now i'm not sure that's going to make a huge difference when they ease off on those purchases. we seen it before when it wasn't a big impact on mortgage rates because the recovery economies and banks become more comfortable lending on housing then the spreads will stay about where they are not sure it's going to have a huge impact if and when they start to pull back from that program. >> matthew great to be with you, thank you. brian kelly. we talked about this trade you saw it in the retail sales number for the holiday season, home improvement and decor was up, continuing the trend we saw all throughout the pandemic, people buying cast iron pans and large sofas. and predicting the reversion to the mean what happens >> i believe those cast iron braising pans are called a dutch

oven for those out there not cull ic-- culinary-inclined i think the easy trade has been in housing. doesn't mean it can't go on. the question is what is the supply response. we heard from every major home builder, there's not enough houses out there how quickly can you get house judiciary committees on th how quickly can you get housing on the market and how does it predicate pricing. if it goes out of reach of people, but if you have supply response that could change it. so in the first quarter we'll see what it looks like if so inclined what does is it look like dutch oven factory production. >> quickly, guy, retailers that sell into this trend which ones have staying power, even at the housing market if it softens. >> yes, i felt restoration hardware is the answer i'm not going to take brian's

bait but i will say restoration hardware price action concern me albeit on light volume traded at the high and failed and reversed in a major way is something to look at you have pulte and toll brothers, line in the sand, in my opinion comes in the form of t lrks t if that were of -- tlt. that were to close below 154 take your money and run in the entire home building trade, melissa. >> coming up, polish the good silver more details when we come back >> don't forget we have a super size edition of "fast money" tonight and all this week. send us your questions on twitter. we have a lot more show right after this on the app, or over the phone. yeah, but what if i never hear back? that's gonna make me want to go jab...jab! nope! your geico claims team is always there for you. that makes me want to celebrate with some fireworks.

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welcome back to "fast money. silver surging again today, now on a three-day winning streak, up 50% this year, and one trade could signal bigger gains if 2021, what did you see >> yeah so take a look at calls outfield pace puts 3 to 1 after being imbalance 4 to 1 in earlier parts of the trading session. look at the options trading

volatility applying 17% move in either direction and trade that stood out buyer of $10,000 march 28/34 call spread at 70 cents, remarkable risk-reward the cave dlt the i think it is a momentum trade with three months of time value at your side expect this to be a momentum trade for the buy, actually take some of this off into momentum higher. >> all right that's quite a trade on momentum up 39% since march it's interesting we just literally got a headline citing data saying speculators raise are net short dollar bet highest

since september which is obviously helping it fuel this overall trade do you think silver could have that much momentum >> i do. and typically i'm concerned when everybody is on that side of the boat but sometimes the herd is right. the form of the dollar, you look at how shallow the rally was when the market tanked last monday and it rallied and came right back up. in my opinion the dollar is going lower, i'm with those shorts, i think it should go lower, city bank seen u.s. decline and i agree. i any bono is spot on in terms of what happens in the silver market i play it taas by the way if i had a second word for 2020 it would be ice breaker. >> as in be ice breaker. shares of fubotv falling hard

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rating and 8 price target this stock was running five-day winning streak with 10% plug gains each day dan, you're the one who first flagged this we talked about this >> yeah we have seen a lot of recent names we know the disclosures are less than that of a normal ipo process. it comes down to suppose and demand and new entrance in the markets. they only see them go up so they rip them up and gap ten percent a day. well they go the other way too we're starting to see that in some of these names and i fear a lot of these names are in very weak hands that brought them up to these levels. we know there's lock ups on a lot of these things so buyer be wear when you have an analyst like greenfield, i think he said this might be the most attractive short he's seen

in a very long time. i can't speak to it. i don't understand what this company does i only understand there was massive mania for couple weeks which generally don't end well in the stock market. >> ten% gain for each day for five weeks is quite unusual. >> that's bitcoin type moves, i agree, i don't care what the asset is if something goes parabolic need to take that off the table. and interesting about his note, talk about bad business, you do see other people in it, i use youtube tv, i'm a user of the product that's benefiting me, that doesn't mean it's a good business which is what rich greenfield is pointing out this is a bad business to be in. so if you get another pop rand stuck, bk would be a seller. >> i'm not sure if there's options in this name since it's

so new but how would you be inclined if you wanted to short this thing >> well, the first thing i'd do is look at the financing cost and typically you're seeing with fubo and other names they're extremely hard to bowo, you have to borrow the shares in order to short them when you are paying 50 percent per anon the amount for this to go down for you to have a preferable short is quite astronomical so it's tough. you typically want to synthetically own the stock or by puts generally speaking that's how i'd look to play it. >> be sure to tune into our very special hour of "fast money" up se une nds tweets we'll try to answer on air. final trades next. ♪

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stress comfort from nature's bounty. i all your questions you are eyeing right now we start on this first trading day on christmas with retail and as the pandemic forced most consumers staying clear of brick and mortar stores. mastercard sales rose 3% last year and home furnishing and electronics and clothing and department store sales dropped

to kick things off, we'll start with the stock dominating the electronic phases. >> i am 14-year-old and i just started investing. i bought apple, do i hold it long-term? >> for 14-year-old long-term could be a long time, what's your advise for hailey? >> amazing the demographic of the show is very young the youth of america >> kelly, thank you for your question this is not for this show but don't focus on where you bought it, focus on where it is going basically got there today and they reported early february and i think for your age and what you are looking to do, i think if you sit tight and ride this thing into the sunset because

when your my age is going to be a multiple of where it is now. if you are looking to trade it though, the level we are at gives you real opportunity to maybe pair down your position and look to buy cheaper into earnings cautious wall street journal, i heard on the street talking about how this stock is three times the valuation it was in 2015 when they first started talking about automotive i would take it off the table and buy it back cheaper. if you want to enjoy the ride, when you are my age and the stock is significantly higher. >> that's great advise for hailey we got breaking news out of washington elan moye got the details. >> house votes to increase

stimulus checks to $2,000. it heads to the senate where republicans will take action on this bill but we'll see if and how they bring this to the floor sometimes tomorrow >> this is a look at sort of a hail mary,iy mary, ylan. >> it is different than what the president requested. there are some differences still to be worked out here. one of the reasons president trump says he signs the relief package to take in action. >> what action is the big question ylan moye. let's get one more on apple. what would you tell 14-year-old hailey >> kudos for getting into the market early and you know bkb boston boy, he wishes you have

more of an accent but that's okay, you got time to develop that i would hold onto apple. i think you got new product lieps colie lines coming up. this market will begin to price in the development of those well before the market is developed i think you bought the one in the 120s, i think you got this ride so enjoy the fruit of your labor. >> let's get to another question of retail. >> hi, my name is ben. i got a question for you about minneapolis based retailer target i got into this company in the spring because i thought their investments and digital would position them well during the pandemic i guess my question is do you think their growth is sustainable and the stock will keep working and vaccinated or do you think that money is spent elsewhere? >> dan, what do you tell ben

>> yeah, that's a great question i think that some retailers have done very well because of the investments. the reason why you bought this stock back in the spring and when you look at the core of the target just reported, they saw their online ecommerce sales up 150% year over year. we are going to continue to see that percentage of ecommerce sales go up. are they taking shares the ceo says they are. that's giving this them the opportunity to take more retail share from a lot of competitors. this stock is going to continue to work. this stock has had about three drop declines. it is up 200%. it is trading about 20 times earnings if you are at a full position, you look to take some profits,

keep a piece intact but get ready to reload on one of those sell-offs you are likely to get next year or so. >> guy, your thoughts? >> i am with dan with this good for you for getting into it for the reasons you got into it. you can see target up to $20 it is walmart territory and we can argue whether or not it is justified. the reason why we like target for so long is the fact that it was trading at a trove multiple. the question you have to ask yourself is do you think there is further room in the multiple. i do i think the stock will continue to go higher from here >> i think trying to compare to walmart as guy pointed out, walmart deserves that multiple brian kelly, what do you think >> i heard in a show that

multiples don't matter and that valuation does not matter. i guess it goes higher i thought of target as the ketchup trade to walmart because they were behind walmart in the digital strategy i do think there is room in that multiple expand and for them to catch a little bit of what walmart has done let's call it over the next two quarters or so after that we have to see. if i had to choose one or the other, you know, which one would i rather, i would rather target. >> which one would you rather? that was a logical one well -played. now with the stock of one of this year's biggest winners. >> hey, you guys, it is marquis here calling from las vegas, nevada how are you guys doing i am wondering of shopify, do i go long? i made some good money before the fake out of the stimulus and

it took a big drop today but i was still looking to go long and looking for anything after february 19th, after earnings "fast money," what do you guys think of this? do i hold shopify or do i look elsewhere? good luck to you guys and, happy monday and happy trading >> thank you, marquis. up 189% this year. dan, what do you say >> first thing, marquis, you are the opposite of our twitter trolls that don't wish us a happy monday thank you for calling in this thing has been a rocket ship when we talk of acceleration of certain trends and technology enabling brick and morter businesses, shopify did all of

that they trade at 50 times sales that's an astranomical i think this stock was vacillating between 850 or 1050 or so and it just broke out. i think you wait for this thing come in a little bit it got to build their work into the multiples here i think 2021 is as year that a name like this, investors start pricing in what deceleration is like i am not sure you want to be in that right now >> it looks like it had been working to form some sort of base since about august time frame, brian kelly what do you think the stock looks like >> marquis from nevada, you probably understand risk reward

very well. we have had that break out down 6.5% and 6.4%. when i look out, okay, we had what was resistance and now can become support let's call it 1130 roughly your support level. you got a really good risk reward the way i would trade it is i would buy a third of it right here and i would stop out and let's call it below 1100 on that and add a third as you get momentum to the upside just to make sure this is not a fall break out and resistance is the support. >> guy >> it is amazing and incredible. you are in my head because i was going to use the whole -- it had been moving sideways and building a base since august 5th. everybody is doing a great job breaking it down i think the risk reward sets up

very well. keep an eye on this posh mark just filed for an ipo. typically more competition should be to the stock price that's just something to watch but i think that 1080 to 1100 is a line in the sand a good level now what was resistance is support. >> coming up of this extended edition of "fast money." we are answering more of your burning questions. plus, how the pandemic has changed the way we shop? l get some answers when "fast money" returns some see a grilled cheese sandwich and ask, "why?" i see a new kitchen with a grill and ask, "why not?" i really need to start adding "less to cart"

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welcome back back to "fast money. we are turning to the hottest of

the year electric vehicles and the batteries. >> before we get to traders, it is great to have you with us what's interesting when i noticed when i looked at the price of lithium, they have gone down this year some of these producers, their stocks have done quite well. what's driving that? >> it is two things. really is the longest for ev supply chain i think folks are anticipating the shortage so pending of 99.9% of lithium is not complicated

it is really a leader in the space and a company that's been growing with the market very well, albemarle. >> albemarle is pricing in the short period that starts in 2022 as you mentioned >> i don't think -- not over the next three or five years so i would look out at 2025 >> hey, it is bk, i am curious and a lot of people talk about and we talk about silver being a green play, and the push in ev, is that a secondary tertiary way

of playing in this are you concerned of some of these other names? >> any number of electrical lems i would stick with the core driver here. i would look at the alternatives if you get tight on supply, that's working on natural gas and eu emissions and requirements for heavy duty and is pushing into a hydrogen space. >> what happens to lithium producer, the stocks if somebody like apple let's say gets into the market does that crunch in 2020 become that much more severe? >> so far we have not seen tangible evidence that a company like apple is ready to ramp up, it would improve sentiment we are seeing the results of the

crisis and even what they run into because tesla -- >> colin, thank you very much for your thoughts and analysis, we appreciate it guy, and dom, we often talk about the ev maker but not the supply chain how do you think about this area >> yes, it is fascinating. you use an interesting word. i don't think we recommend anything that's something i want to do here these are not recommendations. i will say albemarle is a wonderful company. in terms of valuation it is lac, lithiumidiculous levels to

america which i believe right now $1.3 billion market cap company. steve initiated on $13.5 price target, i think. that's something you can look at to trade as well if you are looking to monitor the whole thing. i would like to speak to the mark cap of that i can tell you the move in that is pair rabotrabolic. you have seen it and they don't go down twice as bad >> obviously as paul mentions o tesla. how do you think of the space? >> a lot of this stuff is way above my pay grade last week one of the reasons i like autonation he-- that's the autonomous driving unit.

they launched a repair deal with their fleets i think that's a good way to play the shuffle of this trend that we don't know where it is going of ev and robo taxes and fleets we are seeing them migrating more and more of their sales online here. that's one way to play it. >> let's get to the next question >> hey fast money, my name is zahir, i am from arlington, virginia i have a question about general motors i know they released the new hummer ev. they're taking a page biover promising on specks that they can't deliver. >> brian kelly, your thought and gm for zahir >> yes, zahir, it is interesting that you mentioned the over promising. i don't think gm is the type of

company that's going to over promise. they look like a similar trade they have two products coming out. the hummer which everybody wants and the new ford which bk wants if anybody wants to get me a late christmas gift. you are betting on these new product lines. i think from this point and gm, you got a great load to shoot against over the last week or so, you can play the train higher, i would not be concerned of over promise. >> guy, gm or ford >> kudos to tim seymour who's not here he's been steadfast and finally after many years in terms of stocks going sideways, is starting to perform. it becomes a bit of a math problem. if you believe gm is figuring this out and over promiover pror under delivered. you put in the nine multiples on

the $6 and you will have a $64 stock. i don't think it is unreasonable in this environment. good question. think about this as a multiple play i think it works into the low to mid-50s. >> all right, we are just getting started here on fast money. the bonus edition. we have tons of your questions left to answer including how much more shine this gold rally can give off we'll break it down. first, santa has come and gone time now for returning that's next.

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wondering what's going on. is it over valued or am i missing a long-term decline here i had high hopes of this >> let's get to frank collins on how the pandemic continues to ship shopping and returns? >> returning is 230% higher than 2020 december 26th is now the busiest day of the year. also, different categories seen a dramatic shift in buying than returning habits underwear and intimates seeing increase of returns year over year from black friday and cyber monday sales up on furniture. they're trying to figure out and adjust the shopping online according to the ceo research also shows that work from home is a major factor in

the 100% increase in returns >> shoppers are taking up 20 days to return that no longer commute or running these errands as they go to work. >> the average returns is almost 60% of its values when you send it back because of the time it takes to get back and logistics cost directive consumer brands, would increase for buyers and gain mark shares because their reverse logistics are more efficient and returns are faster and big players in reverse logistics and returns of the holiday season sth 1990 th they got to get the good back. i spoke to you early on "squawk box" and you had that stat of

underwear and intimate, it is staggering of how much that category increased compares to other category but not by that degree >> yes, it is a little cring cringe-worthy when you think about it most guys, i mean just realistically, we see our size and buy it now buying online may be more complicated. when i spoke at the ceo, in general is more of the intimate side which is ladies under gaur garms. y garments >> you can't go on the store and touch the item >> frank collins, thank you. back to the question that we got on fedex, guy, what do you think? >> yes, i am obviously going to stay clear of that conversation.

yeoman works by you. you start the day and you end it, it is amazing. great job, number one. >> don't get all walky, neil a lot of analysts came out post earnings and said you slap a 20 multiples on their earnings and you are talking about a $380 stock next year. i don't think it is unreasonableable i think this pull back has been healthy and you want to see that i understand it has been a tough week or two weeks. i do think there is some good days ahead good for fedex and a long time finally seen to figure things out. >> they had a lot of issues. you know what did not happen this holiday season, brian kelly, we didn't get any headlines of shipments being delayed not getting

there. >> i don't know if you guys shipped anything, they don't want to guarantee it is going to be there the charging is the same price for a lesser product for them they're making a lot of money. i did want to go back to that one step they also said the average return loses 60% of its value. in bk's book, a return underwear intimate that's a zero value >> i completely agree. >> exactly >> all right, to do all the shopping out there consumers need a way to pay for it >> hey, "fast money," scott in san diego. i have a question about visa everybody is stuck at home and ordering for the holidays, do you think is still a good buy because it is at an all time hi and a little of would you

rather would you rather do visa or apple? >> scott is a real life fan what would you tell him? >> that's a great spot on your part as far as visas you are talking about these trends that's existing right now with the pandemic and that sort of thing don't forget the secular trend that was in place and massively accelerated by all that. i think there is a great spot in the chart. it trades of a fat multiple of 39 earnings and sales growth that's prefatty fair and trading at a big discount and a huge discount to paypal i love the chart here. you mention that level at an all time high. that's where it was in february and early november and around 215. i think this thing is setting up

for a break-out here would you rather, i prefer visa to breaking out to apple or within 1% all time high. it is 85% of the year. this will one on visa looks like a better trade for the upside. >> visa or apple >> i love the fact that he played "would you rather." i am going to samantha daviesy a i think it is going to close above there. i think you just had an initiation with the $280 price market that's the knock on visa and mastercard i like visa over apple >> coming up, we got a lot more questions to answer. can the gold rally keeping it sparkle? we are digging in of what we are seeing during this pandemic. we'll get you some answers on adr ulbeis sectocod

heed stay tuned cht - [narrator] at southern new hampshire university,

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welcome back to a bonus hour of "fast money." >> thank you for taking my call. i want to see what you thought about gold for 2021. do you think it has more room to ru run? >> if you do, what do you suggest to play it by? thank you, have a happy new year >> before we answer riley in georgia. let's get to eric with gold rush >> melissa, gold price is

soaring. the u.s. telling cnbc its bullion sales since october 1st, 700% higher than a year ago. since the pandemic have led investors looking for safer and harder assets. >> our customers in particular are worried about the amount of spending that's going on right now by the government and the increasing money supply possibility for inflation, currency going forward i think that's driving all these trends >> he also points out is not just gold, bitcoin and pokemon cards all sorared this year >> i think gold still has some legs left in the run we saw a huge increase in sales on the announcement of the

stimulus bill on sunday. i think there is going to be more and more of that stuff particularly with the democratic leadership coming in it will see ongoing stimulus and fiscal support and that tends to be good for gold prices. >> because they take physical deliveries, these buyers tend to be long-term investors they would be better off trading with atf the key factor of physical buyer, you got to minimize the premium you pay over spot prize, some people making the mistake of paying hundreds of dollars of premiums and they never recoup that money even if gold spikes up >> important considerations to take, brian kelly, what would you tell riley >> yeah, i happen to think gold has a lot more upside. if you think about the old

adage, gold would buy you a nice suit in london gold is going to keep up with the pace of inflation. it is the same trade of bitcoin. what i have been saying for years is if you are a millennial, you will buy bitcoin and if you are bullion, you will buy gold >> i will ask the boomers then that was riley's question. >> i know you are the only person in that room, aside from dogs, they don't count in this particular instance. >> i am a boomer >> physical gold or just the f etf? we only have 20 something minutes left physical is where you want to

be new mining here closing out at 59 or so that's headed back to the august's highs which is 70 i think gold is going higher if you watch the first hour of tonight's show called "fast money," we talked about the potential for the dollar to get torched in 2021 potentially on the results of the november, excuse me, the january's run off election all happens early 2021 >> can you give us the one sentence cliff note versions to why you think physical is better than an etf if gold is going higher for the reasons it is going higher >> i think this is not one sentence i think if gold really works physicals where you want to be things embedded in the etf that would limit your gains i don't know that definitively, i read through it. i think the place to be if gold is to work is the miners or the

actual physical gold >> financials are in focused with this next question. >> hi, i am frank from new york. i am interested in the bank stocks especially in light of the fed's announcement to allow banks to resume share by vax, specifically jp morgan i like this stock, do you think now is a good time to initiate a position or should i wait for a pull back? thank you very much. >> dan frank in new york, jp morgan what do you tell him >> dan in new york here. i actually think this is going to be a good tail win. i think in the inoculation and the pack here in the country leads or quicker than expected, reopening. the stock from jp morgan will be back at an all time highs.

basically have not seen enough tick for months after that and it was really slow to recover. this has been really good for the best i think you probably have a new high at some point early in 2021 here and it is about 10% away. you probably get more for your bucks in like bank of america. your question is do i pile it in here you buy a third or half position and see how it trades. to me you buy it a little bit more and pull back >> what other bank looks good to you? is there one that looks better i know frank in new york is a big "fast money" song. chris marone says morgan family looks like one of the best charts overall in this entire market

which banks do you like the best >> i feel like you zen -- >> i am in here and it is irritating you >> what do they call it? ear ticks and you can't use q-tips to get it out >> morgan stanley was the best and it is morgan stanley i think if you want black stone, it is right up against the all time high. i have black stone on your radar screen morgan stanley and jp morgan is back to 141 in my opinion. >> coming up, we'll be answering more questions including a fan's ulwod you rather and "fast money" bonus edition, back in two.

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welcome back to the bonus hour of "fast money. next up we got a fan of "would you rather"? >> hello guys, happy holidays. you guys are always putting a smile on my face today i want to know would you rather t-mobile or verizon which one is better for the future thank you very much and have a wonderful day. good-bye >> that was jose i love how he completes it with a good-bye >> hey, jose, happyholidays to

you. i like verizon and this one acted pretty well. it just sold off from $62. that's a level that's rejected a few times over the last few years and on a relative basis that's much better than at&t that i would say is it pure. they're trying to sell non-core assets here. they're well positioned for 5g i like verizon over t-mobile but the panel here had a different view, at least the boomer ones >> guy, go ahead >> how much are you in my head you know what i am about to say. t-mobile, they're gaining market share, blah blah, you like t-mobile more than verizon >> you know who watches the show religiously? the great john ledger.

it is amazing what he did there and you know why they stuck to their knitting and did not get into the extraneous stuff and they stayed true to who they were. over laying at t-mobile charge with an at&t verizon over the last five years and you know what i am talking about. as a matter of fact, jose. t-mobile made another all time high today nch in a game of "would you rather." it is only "i would rather t-mobile." >> brian kelly, break the tie. >> i am going to go with guy on this one t-mobile looks like it wants to break out. to guy's point on the verizon chart. it is just trading on some of the range. there is no added flavor to this chart. i think it is kind of bland. i much rather be in t-mobile

>> we have more breaking news out of washington. let's go back to ylan moye >> the house has the vote toover ride president trump's veto of the defense spending bill. it is 308 in favor compares to 79 with strong support from republicans and democrats. once it clears the house, its vetoover ride will go onto the senate where it will pass to veto proof majority. melissa. >> ylan, thank you >> we still have extra hour, coca-cola and taking a closer look on cvs. all eyes are on the distribution of the covid vaccine "fast money" will be right back.

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welcome back to bonus hour of "fast money." here is one on coke. >> what's going on, i want to ask you guys about coca-cola company. seems like a great play and the are innovating in new markets and especially alcohol markets, i feel like they have a lot of room to grow i love to hear your thoughts

thank you very much. >> clearly when food services are back, stadiums and concerts and etcetera, people will be buying beverages what will you tell them? one of barron's top reopen trade picks. i am with you on this one. i do think pepsi is a better company. i think it is a better stock and pep is taking over that. if you this i tnk the world is to get better, ko is a great play here. >> and of course i am just a late person on this show seems like coke is a leverage reopening trade. no doubt about that. and i think restaurants, you got to throw that in there, too.

coke is clearly a better product in my opinion. i would say this from a stock standpoi standpoint: you see the consolidation after the gap after we got the announcement of pfizer vaccine, it looks poised to break out about 55 and head back towards that 52-week high before the pandemic around 60 bucks. i agree with all of that investors are quickly starting to look for the reopening trade for coke >> now for food stock that's been in the news >> my question is on tyson foods since they got hit with coronavirus and fell 12% they have been doing well and win on their earnings, do you think they can keep that going with vaccines going out and restaurants opening up can they reach at an all time high >> bk, what do you tell bill in

delaware >> they had quite a few issues besides the coronavirus scandal. they were with authorities with the chicken pricing issues as well if they can get it out of the way and investigators can wrap their arms around it yes, this is a reopening play and you will see new highs in that it is a question of do investors want to get back into this or are there other ways to play kind of the same theme to me i much rather play another way and kind of stay away from tyson foods. >> when you this i of nk of reo trade, tyson does not come to mind >> i love what bk did there. it is actually funny >> the genius of brian kelly is on display every night

there are a lot of head winds here and they're reporting in february and maybe got room up to 70 if it does it for you. let's get to a company making headlines for something on everyone's mind. the vaccines and how it is getting distributed. >> happy holidays. this is nancy from florida i am wondering your thoughts on cvs. i got in at 73 i am wondering if you think is a buy, sell or hold? >> guy your advise for nancy. >> i think there is a real chance to get with amazon. i am not in love with this name. if you hold something, you make the decision, you want to own it at that price. cvs is the name that you will

look into 2021 dan nathan has a different opinion though >> dan now you bought it at 73. i would keep a hard stop in it all that being said, this vaccine is going to be distributed for month as and months and as we see restrictions and kind of opening up a little bit. that should drive a lot of sales in store if you think about it, people are going to be going there to get the vaccines. keep a stop on this one. ultimately it could go the other way quickly. >> we have time for another question a question on whether it is time to gamble with the sports betting stock. >> hi "fast money" team, my name

is josh, i have a sustainable interest in sports betting especially hooking at draft kings. i am not sure which one to purchase for long-term holdings. what do you tell josh? >>. >> i think it is a really good brand. there is a lot of over hang. the secondary offering that came at 52 and now we are below that. it is a volatile stock it gives you opportunity to get you may see it back in the low 40s. >> i agree with what dan said. got up to the 52 level, that's where it is priced saw how poorly it traded after

that i think you see mid-40s. that's where you get back in if you like this q&a format, we are here all week, literally we'll see you tomorrow at 5:00 contessa brewer is filling cont filling in for shepherd smith, and she has the news right now and i'm contessa brewer in for shepherd smith on cnbc, and this is the news. show me how i make this work with the $600. >> the president signs the covid relief bill, congress one step closer to making stimulus payments bigger. the impact on jobs and the economy as america braces for another covid surge. >> here in nashville, a sigh of relief. >> the nashville bomber, authorities now know who did it and how. now trying to figure out why actress lori loughlin out of prison after jus