responsible for all the moves. we have the unwind of that going on right now it's in concert with yields trending higher and this idea that we probably were underexposed to the economic recovery theme now who knows how long that can go who knows if this is just for stalling a moment while the mark takes a break. we will have to see. >> mast money starts right now >> tonight's lineup, tonight on fast, talks pulling back from record highs for years on earnings will this be a major moment of truth for the rally? the setup straight ahead plus delta takes flight as the company seize a big return to the friendly skies le should you get on board later, an out of this world trade in the options market. what it is and why it shows the zie's the limit in washington's new space race breaking news out of washington. we're getting the first look

inside president-elect biden's new economic plan. kayla? >> the biden administration is sun veiling a 1.9 trillion dollar economic proposal that will serve as the opening point for negotiations with congress for a first stage rescue package as it tries to grapple with both the economic crisis and the pandemic during the first weeks in office. the program is divided into three specific pillars, so to speak. the first is dealing with the pandemic specifically, and containing covid-19. the second is direct aid to individuals and families and the third is aid to state and local governments and businesses we'll run through exactly what's in each of these right now let's start with the pandemic pillar, which itself is about $400 billion there's $160 billion for a national vaccine program, $20 billion of that will be partnerships with states $50 billion will go to expansion

of testing $30 billion for supplies and protective gear. and $170 billion to open schools and keep them open senior biden administration firms say they're confident they can vaccinate a hundred million americans in 100 days. the fishes say that key point about opening schools will be critical to getting women back into the work force. as for the second pale ar, one trillion dollars in aid. another $1400 per person check on top of the $600 checks authorized in december an increase of weekly federal unemployment benefits for $400 a week, $30 billion in rental assistance and extending the eviction ban through september, increasing earned income and childcare tax credits and raising the minimum wage to $15 an hour. that last point is interesting,

because it is something that has been in the president-elect's policy platform, but it is likely to get shelved if this shesk pamg is going to be a bipartisan effort can bipartisan support. finally, the biden team is getting $50 billion increase to small business disaster grant and loan programs. those are the issues and those are the price tags associated with them. there is a lot more in this package. when the president-elect speaks tonight he'll not only address this first stage rescue effort, he'll also talking about a broader more comprehensive economic plan to come at some point later on this year today officials told reporters about that september decline that's set for a lot of the programs in this proposal. they were asked whether they believe that september, the end of q3, is when the pandemic will finally be over and life will go

back to normal they said not necessarily but they believe americans and the economy will at least need a bridge until then. thank you. >> i think what kayla said in terms of this being the first part of an economic plan of the biden administration is key. we saw the reaction immediately in the market today, guy we sawed the dollar weaken we saw yields go higher. >> think the dollar's going to continue to weaken every rally with the dollar's been basically less and less severe, significant, whatever adjective you want to throw on the back of it it says though the consensus trade is lower, the consensus is going to be right. we put out a note a couple months ago saying they saw 20% downside of the u.s. dollar this year i agree with that. i think that will lend itself to the resource trades. if you're looking for an individual stock, i know another

one we talked about since the spring, around 132 has been caterpillar. they report at the end of the month. i think the stock made an all-time high yesterday or the day before but i'm pretty sure we're right there now. valuation is almost. what was the poster child for global growth five years ago it's becoming one again. that's the name i think you want to continue watch at the end of the month. >> kayla, run through means potentially a lot of money into consumers' pocks i'm wondering what you think about that and if that's already reflected in the stocks. >> i do think it's reflected it's reflected in the market, right. we've seen the yields move up on the expectation of the additional stick lus we saw that pick-up steam when georgia went all blue. so i think that's in there but i look at something like a foot locker, a nike, huge bishies of the extra few hundred dollars in

consumers' pockets, they're pretty expensive now, so i think the easier money has been made and that retail run-up has been huge, so i'm not sure exactly if there's -- i don't know at the moment i don't see a real bargain where they're going to go here and it's not priced in >> we don't have details and some details will come forth tonight when president-elect biden face the nation. when you listen to that address, what will you be listening for specifically >> i think the most important thing, not the numbers we know that this 1.9 number is not going to be the final, 1.9 trillion it's going to be something different. i think speed and the way they execute the vaccination is the most important thing for this economy reopening. fundamental you look at the russell 2,000, up 40 some percent from the election on november 3rd, right, and you look at karen just mentioned retail

xrt broke out at 53 and has not looked back. closed up 3% today i think those are both incorporating a lot of good news about the pace of us reaching herd nimmunity at some point it doesn't seem likely at this pace i heard jim cramer this morning talking about his experience getting that vaccination it looks like it's going at a snail's pace we've got to speed that up that's the most important thing to me right now. >> tim, how about you? in the session today, the solar stocks continued their run that was a group that really benefitted from the notion of a biden administration, for one, and for two, a blue wave >> anything ev and anything that i think is going to be supportive to the consumer is done well. but i think there's been a lot priced in, but -- and, in fact, we've talked about maybe the iran any is that the energy secretary has the greater legs, especially when you consider the

allocation towards a lot of the infrastructure that's been designed here, and we've talked about the dollar weakness. i think we're going to talk a little about earnings. i'll save that part of the story. the xrt, up another 3% today, outperforming the s&p by 30% since we knew the outcome in november therefore i think the expectation was this was coming. i think karen has alluded to that as well the trades that continue to make more sense are the ones where you have some semblance of value left i don't think discretionary detail's all that attractive here but i think a waurkt or some of the other big box stores, which i believe are rerating on more of an e-commerce roll. they continue to be emerging markets. look at the breakout by taiwan semi alibaba is coming back the global trades are the bigger story here despite a domestic focus here >> i know you were listening to

jay powell this afternoon, as you always do. >> intently. >> when he is speaking he made some bullish comments concerning when the economy could actually bounce back and his expectation that rates will remain low for a very long time, that they're nowhere near their goal it may seem like two incongruous statements but it sounds like he thinks the economy could bounce back we've got this bigger than expected stimulus package on the way to consumers and rates are going to stay low for a very long time. isn't that the cocktail for a market rally to continue >> yeah. i expect the rangers to win the stanley cup this year. i expect the win either powerball or the other one, whatever they call it, over the next couple of days. neither one of those things is probably going to happen respectfully to chairman powell, the portrait that he's attempting to paint is not going to happen, either. historically, not just him but all these officials are horrible in terms of forecasting.

i don't think he's going to be any different. you know my view on the fed. i'm sure steve leishman is watching, cringing now he knows my views as well. what i will say is that at a certain point, the continued weakness in the dollar is going to be felt by the u.s. consumer. that is extraordinarily inflationary, and by the way, rates rising on the back of it are in accord with it or in some sort of parallel world that's not particularly bullish, either just get ready the feds think they can stick this landing like kerri strug. they might be carried off by bela karolyi >> so in metaphors in that >> you're welcome. >> we'll put pressure on one of wall street's hottest traits let's bring her in great to have you with us. is this on the notion that there's going to be more fiscal stimulus, more spending? >> yeah. i mean, i think really what

we're forecasting is something different from what's happened over the last 12 months, and i mean, it's been really interesting listening to your comments over the last few minutes, because i think everything is spot on. we've got potential threats of inflationary pressure. we've got the idea that interest rates can move higher rather than grind lower, which is what we've seen over the last ten years. we've got to petty dish where everything that was good for tech and secular growth is starting to change what i think is interesting is the only thing that hasn't changed over the last 12 months, we have a new administration, we have a reopening, we have our vaccine. we have a whole bunch of changes in the macro land estate, but investor positioning has not changed at all and that's what i find so remarkable is that there is this really embedded tilt towards growth year, tech companies, towards communication services

stocks, i think there is this reluctance againstst investors to announce that we are setting up ourselves for a ditch looking year i think all of that paints a picture that could be very interesting and could also be painful for institutional investors. so here we are we're looking at an environment where the leadership over the last ten-plus years are threatened by a lot of major and significant breaks and light rates like the dollar -- a weaker dollar would benefit energy, which is a sector that's been in the doldrums for a very long time. i think there are a lot here but what's remarkable to me is the embedded investor positioning in growth tech secular growth and more of a defensive bias >> thanks for coming on. do you have in your model anywhere an infrastructure plan

and what size, if you do >> yeah. it's -- so it's probably a little too soon so say the way we adjusted our model to accommodate the model of the infrastructure is that the probability of an infrastructure build went from zero to positive with the outcome of georgia, because under gridlock, we thought the stimulus bill -- an infrastructure bill, in particular, was a nonstarter, but i drove more coordinated government, we think that infrastructure spend is more likely on top of that, you've got sectors like -- i think somebody mentioned caterpillar earlier but you've got these bell weather canary stocks starting to outperform the market again and i think what that tells you is that even without an infrastructure bill, we could see penalty-up manufacturing spend, and you know, what i think is -- the reason yes upgraded industrials rather than other areas of the market is i feel like 2020, even though it

was a year of lockdown, horrific growth, we actually didn't see a big stall in consumer spending we saw consumption actually surprised to the up side despite the fact that we were in a recession, but where we did see a complete paralysis was in the manufacturing sector so i think those are the areas where even without infrastructure spending we could see a little bit of a rising from the ashes in that manufacturing -- you know, that manufacturing component of the economy. >> thanks for joining us, as always your tech lead story, something like facebook today looks like it's more than a nick. this looks like, you know, it broke the hundred -- excuse me -- the 200 day for the first time since the beginning of covid. we're certainly seeing that in other parts of social media. i think we all know why. but could you see more of a barbell approach with semis? they made a -- are certainly

front and center and yet here we go there >> yeah. >> i understand where the zoom trades and some of these high multiple ones but it seems like tech's got a little bit of everything in there. >> tech has a little bit of everything, i totally agree with you. you'd have to be in tech, go for the gdp sensitive type of unit volume sales growth blades like semiconductors but i don't think that's enough to keep the sector overall outperforming the mark if you're looking at this on an ast industry by industry case, the overall sector, i think you've got too much of a growth tilt for it to outperform the rkt ma. >> if you hear president-elect biden tonight talk about much bigger spending than you had anticipated yourself in coming up with your s&p target, etc., does that change anything? does that change -- >> does that get us more bullish? >> does it get you more bullish?

does it hasten that rotation away from technology how does it affect the forecast? >> everything we're hearing suggests to me that the economy is going to be great but does that mean the stock market is going to continue to clip the same gains we've seen over the last ten years? i think here's what's interesting. the economy and the market have totally decoupled, so i think this is going to be a great year for the economy. if biden tells me he's spending more than what i expected, that's even better for the economy. but whether that translates into the s&p runninning at that sameo level, i don't think i think there's better places to be right now, value overgrowth one of the reasons we're not that excited about the s&p is it just doesn't have the stuff that's tied to this economic recovery we're seeing strong signs of as well as this

inflationary aspect that we're seeing building. >> great to see you. thank you. >> great to be on. thanks. >> we're going to hear biden tonight ahead of bank earnings season so i'm wondering, dan nathan, if that influences how you view those erngs, if he says i'm going to spend more money than you all think, should we expect yields to go higher and that bank rate to look even better? >> yeah. and these guys, tim, karen, guy, they've be all over that, much more than my inclination over the last few months. but about that spend that you're talking about, mel, if we see a lot of money go to people's bank accounts that we don't need it, like we saw last year, we saw the savings rate move up a bit where did that money go into it went into some of those speculative areas in technology with high areas of technology that they're talk about. when we talk about the disconnect between the market

and the economy and we talk about this never-ending push for fiscal stimulus and obviously really easy monetary policy, that's how asset doubles inflate and inflate and ultimately they will pop when you think about how much was thrown at the economy and what that actually meant for the financial markets, some point, the chickens have to come home to roost i'm not saying it ends today, tomorrow, that sort of thing bubbles can inflate for an awful long time, but if we see hundreds of billions of dollars go to people who don't need it and have no other place to put it other than the stock market, beware they're not going for the banks and industrials. they're going for the stuff that they think is going to move. >> j.p.m., citi, wells fargo all report tomorrow. what will you be listening for on those conference calls? >> provisions coming off is maybe the biggest expectation and the driver that could surprise once again. i don't think the first quarter numbers are going o to be that

extraordinary for the money center banks outside of capital markets and investment banking and sales and trading, so it could be very, very strong the energy margin benefits expectations off of a steeper yield curve don't happen in the fourth quarter also, let's be clear on long citibank and citi bank's up 65% since november. it's hard for me to see them announce anything tomorrow that's going to get you overly worked up. i think the story on the banks and certainly getting some sfwhiegt the help of the broader economy, we'll all be listening for that i think regional banks have less a story to tell than the money center banks, which i think have a couple of levers to pull >> coming up, looking posh poshmark more than doubling on debut. are things about to fall out of fashion? and beyond the burrito efe new menu item serving up bey gains. we've got details when fast

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that is a 141% gain. not too much comps in the public market, karen. there is the real real, though you've done some work on those two. >> yeah. just highlighting the difference between the valuation of the real real, which is about, i don't know, maybe a third of poshmark now i understand they're not exactly the same business and poshmark, to its credit, they did make money, which real real doesn't. real real has been hindered by covid. poshmark has been helped by covid. that differential to me seems so extreme. i mean, i compared it -- it's not apples to apples but it's not apples to fiber secereal they're in common businesses i actually have some more poshmark great for them i think it's a little bit rich >> this is supposedly the trend in retail these days i don't know, tim, if you've

off-loaded some extra suede vests on poshmark or the real real but that could be a way for you to get rid of some of your 80s closet, for instance >> yeah. >> what does this all mean, whether or not you want to comment on the reselling trend or just appetite for newishanc issuances here in the market at this time. >> i think tim did term the coin retail kudos to him on that i think it's interesting what we're seeing and we do this every night on the show with new -- whether they be stock mergers with new companies, private companies coming public or traditional ipos like this, it's having us reflect on some of the things that have been public and long-standing businesses for a long time we were talking about it earlier. look at the performance after the ipo pop. look at today. look at how poorly visa down almost 4% and mastercard down 5%

acted in this mark we're seeing crazy demand and crazy valuations and crazy price performance in some of this stuff as newly issued. then we're seeing it really have an effect on investors' mind sets as it relates to long-standing business to me, that's a trend that works very quickly sometimes soon because the valuations are not making a whole lot of sense. >> i think it's the spak company versus the public companies in the industry we were having a discussion about gm and if gm were to merge with the spac today what kind of valuation it would get, especially for its ev business, guy, compared to what it is getting today. it's an interesting mental exercise to run through a firm versus square, gm versus, you know, i don't know what. quantum scape or whatever e.d.-related spac you want to pick out >> i thought it was a fascinating point by karen

she's far brighter than i. i will say when you start doing the math on these things in terms of gm -- and tim's pointed out several times where it makes sense. quickly i have a psa, sort of a the more you know thing for folks out there. if you ever buy a channel back, go to the real real. you will find wonderful bags, slightly used for a fraction of the price. and that is a more you know. >> he's not a paid spokesperson. he does not get any compensation or anything -- >> no. >> -- credit on the side or -- >> no. >> anything like that. >> no. >> just dprvegs yi we have a lot more ahead here on fast money here's what's coming up next >> a year of recovery. that's what's in store for the beaten down airline industry in 2021 what delta's ceo expects that will mean for his expect plus does a blue wave mean big green for cannabis stocks?

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welcome back to fast money airline stocks taking flight today. check out the move in delta. climbing 2 1/2% on the back of earnings phil >> we say this all the time. it's not what you did last quarter. it's what the outlook is for the next several quarterbacks. delta reported a loss in the fourth quarter, but that wasn't surprising everybody they know it's all about the outlook. when you look at the outlook, it comes down to cash burn. where are they at in the first

quarter? by the summer or fall, maybe by the end of the spring they expect to be cash flow positive and demand returns as the economy opens, provided we start to see an increase in the number of people who receive a vaccination here in the u.s. >> we really, really need the vaccine development to move at a much faster pace for us to hit the recovery targets we all want to see. >> ed bastion this morning on squawk box talking about the outlook. this is where we are we're down anywhere between 60 and 70% depending on the day we know that the first quarter will be brutal as you look at the airline stocks, all of them out either yesterday or today, including delta, saying, look, we are enhangs our security when it comes to flights, specifically those flights to washington, d.c., at least through the inauguration it's all part of their effort to beef up security the deal with unruly passengers.

that's going to be the plan for the faa. here's the head of the faa talking about dealing with the passengers who act up. >> this is about flight safety, and any time i see, anytime we see a trend like this, we need to take action, because traveling on a commercial airline in the united states is the safest form of travel in human history, and i want to make sure it stays that way. >> there are now three airlines, alaska, united and delta who are telling their customers you can no longer check a fire arm in your luggage as it goes to washington, d.c. for now that has been suspended. only law enforcement can do that comet be surprised to see more announcements similar to this from other airlines as well. >> i mean, call me naive i didn't realize you could check a fire arm into luggage to go

anywhere that's kind of shocking. >> right you follow the safety requirements, you can. >> sure. yeah, yeah i'm curious, because bass on the talked about vaccinations and vaccines being a key is testing a component of this >> sure. >> did the airlines believe that mandatory testing. >> sure. >> -- for all flights is key >> definitely. delta has hey nounsed a couple of programs at least in terms of testing with regard to international plights for rome and amsterdam. they want to see more contact tracing. all of the airlines believe if there is more testing and more passengers say look, i can show you that i have a negative test, or i have been vaccinated, that will open up the economy and get more people flying much quicker. >> all right phil, thank you. phil, lebeau all the airlines traded higher today. tim, are they still inexpensive j are they fairly -- where are we in terms of where the airlines are in terms of price and what the outlook is. >> they're not inexpensive, and

if you think about it again normalized earnings and where we're back to, delta's probably trading back to almost 85% of earnings, and i'm -- you know, they're not getting there in 2022 based upon the forecast for international travel a lot of this has been leisure a lot of this has been some of leveraging off the regional hubs and efficiencies frankly let's be clear on the airline trade. delta is half the cash burner than they were in the third quarter. the story about profitability and free cash flows as we get into the summer is very bullish, that 42.95 december 3rd high is something the stock is going to challenge and break through in the next week especially in the absence of any other head winds from the virus but if we continue to get good news here. i think airlines can trade to a point. at some point expecting us to get back to the old levels, a

lot of investors think about things that way. karen talks about this all the time you shouldn't be playing just to get back to those levels so you can get out. i think we have to look at valuations of airlines and say that they are going to be different for the foreseeable future i stay in the delta trade for now. >> are they overvalued right now, given that, karen >> i think so. kudos to tim he caught the ride up. i was looking at delta it's only 8% lower enterprise value, so this includes debt. only 8% lower than what it was december 31st of 2019. if you think about how much the business has changed, to me, 8% discount, given where we are, they have doubled their debt, they have tripled their interest expense, they did everything right. right. ok think -- this happened -- it was well beyond anyone's control they've done a masterful job but in terms of valuation, the next few years of the business are nowhere near what they looked like in december of 2019.

to me, an 8% discount is not nearly enough. too many investors are ignoring the debt delta's debt isn't cheap they have some paper that's 7 1/2% i don't get it i see the momentum of it i look at kper prize value i don't get it here. >> coming up, space stocks heading to the moon. the big headline that sent these names into another galaxy. first, crackdown on president trump. what jack dorsey said that should get the attention of every social media iesr.nvto we'll bring it to you when we return

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from endpoints to everywhere. welcome back to fast money twitter shares falling again told the company's ceo jack dorsey taking to twitter to defend the company's decision to permanently ban president trump from the platform. while at the same time warping the move sets a dangerous precedent, twitter, facebook and snapchat have taken down posts from last week it almost seems like an admission, dan, that this sector deserves some sort of regulation, that this can't be that a handful of tech ceos on the west coast are the arbiters of truth, effectively, on all of

these platforms. >> yeah. i think jack has made it very clear over the last four or five years that he doesn't really want to be the arbiter of that after the wake of the 2016 election, there were even calls for saying, ok, come regulate. figure out how to do it. no one's done that washington has not been able to figure that out. i think what twitter has done is different from the way facebook faced it i give jack credit for trying to do it right. i think he's telling us there's no right answer here they had to make a move, things got so dire. when things get really bad, sometimes the best thing to do is just move your feet a little bit, but i think what he's saying now is this one -- this move is going to have major reverberations and now we really are going to have to see how silicon valley and washington attacked this approach >> guy, you were watching

facebook today >> you have to be. we've talked about it and he's don't at me, but since making an all-time high back in september, look at what facebook's done this is the lowest level we've seen now since mid september 245. they report at the end of the month, i guarantee -- actually i don't guarantee anything the report's probably going to be ridiculously strong and the stock will probably rally. facebook has managed to do something only i thought i could do and that's to infuriate everybody. that's effectively what's going on now if they fall under the auspices of espn, that's an existential risk and one they have zero control over keep an eye on facebook the next couple of weeks. i think this earnings release and subsequent the way it trades is going to be as fascinating a report as we've seen in the last decade >> i think the conference call will be a interesting conference call i can't imagine the question they're going to get about

regulation and about facebook's role in any of this and the response that it has gone so far. sheryl sand berg has come out and been vocal about she does not believe facebook had any role or was not a platform where any of these riots, plans were hatched. >> uh-huh. ok i mean, she's always the defender of facebook, and i'm low on facebook. people will not really believe that, honestly i would like to buy more facebook here. honestly, i'm waiting six days to do that we put up very little amounts of premium. you know exactly what you can risk i'd like to buy more because i agree with guy that i think the earnings will be very strong, but i think it's not -- wouldn't be so shocking to see some draconian kind of i don't know what come from president trump before wednesday, so i think it's not really waiting a few weeks. i think it's waiting until 12:00

noon wednesday to see if the landscape has changed that much. >> all right coming up, the big green in the blue wave. cap business stocks have been on fire since the election. you'll hear from one key player in the space later, taco bell's cooking up some new men ow items that go beyond their beefed-up offering. when fast money returns.

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welcome back stocks have been on fire since the senate runoff election names at more than 20% check out crest co labs. that stock is up more than 35% in the past month. joining us on a fast money exclusive is charles bechtel, the ceo. >> good to be here >> with the dems controlling both houses, what changes for the industry exactly >> you know, i think what it provides is a pretty clear path forward for more progressive approach to cannabis there's a couple of different directions that it could go. there's banking reform that is anticipated to be in the near future as it comes to a broadening of

the illegalization and approach to cannabis across the country, there's a path forward with the democratic executive branch and now with control of the senate as well. >> do you think that the run that these stocks have seen highlighted prior to introducing you, charlie, is that sort of the forgone conclusion that there will be more access to the capital markets for the industry because of a democratic senate and house? is that what the stocks are telling us, do you think >> yeah. i think -- what you're seeing here is the acceptability and the public sort of perception of cannabis has changed dramatically in the last decade, and what you have is you have a u.s. industry that is develope with very professional, very robust, capable organizations that are executing at a great level, that are building phenomenal businesses with phenomenal teams that are employing at this point over 300,000 employees in the sector across the country, generating billions of dollars in revenue

and it's still federally illegal, it's unbanked to a certain extent and it doesn't have access to traditional capital or -- even so there's a disconnect here in the value of the industry that's developed here on u.s. soil and the acceptability and access that's provided to the banking industry we think that's one of the first things that's going to change with the new administration. >> charlie, it's tim thanks for joining us and congrats on the deal in florida. and again, you know, part of the acquisition there, i believe this is a high quality brand we talk about the cpg dynamic of the cannabis industry. is that the next wave of rerateding i mean a company like yours in chicago you sit at main and main in the heart of kind of the work district between a starbucks and a t-mobile and people are walking past these stores that are this new consumer class for cannabis that didn't exist, and i'm not sure that the multiples

evenly begin to reflect that can you speak to that evolution of the industry? >> yeah. and, you know, i appreciate that i think what you're seeing here is a fairly unique story being told of growth with profitability and value. it's a great dynamic and it is. it's the maturation of this industry it's operators like crest co labs that have been doing it for years that got into the industry with an eye towards creating the next package goods space now seven years in, you're starting to see the maturity of these organizations and these marketplaces meet this new consumer where the consumer wants to be met. you know, so whether they're trying it for the first time or the first time in a long time, they're getting that consumer experience that they would expect from traditional retail and professional looking brands, professional looking packages, very bright, open retail locations, as you mentioned, next to a starbucks. the industry is actually meeting

its new consumer base where the consumer base wants to be met. >> if you do get access to the capital markets, how does that change your strategy do you receive more acquisitions, for instance do you think smaller brands? you'll make acquisitions of smaller brands to bolster your presence in the top ten, let's say? >> i think it could be a mix of organic growth and acquisitions. it brings down cost of capital it gives access to a level of capital that's needed to build out the infrastructure, to build what's haepd to be a hundred billion industry in this country. so it will allow us as crestco labs to move forward with the business model we've had since day one which is to create the most strategic geographic footprint we can create and getting markets and doing it by focussing on the two vert als of the value chain. it will help us accelerate the growth of the organization and the growth of the industry

>> charlie, great to see you >> thanks for having me. >> they're tim seymour, we were talking about banking. is that a slam-dunk? is it now a clear path to that with the democraticcally controlled -- >> yes >> house and senate? it is? ok >> it is and like i'm low on a hot of the names we talk about a billion worth of equity has been raised in this industry colombia, no equity attachments. not major skounlts growth industry raising growth capital and the companies were rewarded by the mark for that. traded higher in the face of that, so again, capital markets are coming and i do think this is part of the move higher, but again, it's companies like cresco >> the out of this world trade we spotted today in the options market where traders see this name headed to the moon don't miss this.

cramer's chatting with the jewelry ceo. catch it coming up at the top of the hour on d nemamoy. up next, more after this go aflac!!! what the heck, troy - that's not your kid! the aflac duck is just covering for sophie. same way he got me money to help cover her hospital bill when my health insurance didn't pay for all of it. but this isn't fair! that's exactly what i said! but then i learned health insurance isn't even supposed to cover everything. wait...for real? for real real. luckily i had aflac. aflac!!! get help with expenses health insurance doesn't cover. go aflac! !mm-hm! get to know us at aflac.com. flexshares are carefully constructed. to go beyond ordinary etfs. and strengthen client confidence in you. before investing consider the fund's investment objectives, risks, charges and expenses. go to flexshares.com for a prospectus containing this information. read it carefully.

welcome back cathy woods launching a new space flight etf read all about it. that sent stocks rocketing higher options activity signalling one of these names is read to blast off. what did you see >> yeah. so we were looking at virgin galactic, ticker symbol sce space. that was concentrated in options that expire tomorrow for example, the january 33 calls were extremely active. those traded more than ten times the interest they were trading for more that a dollar they were betting that the rally we saw today could continue tomorrow, risking just over 3% of the current stock price if there are people interested in following along and making bullish bets, i might choose them to use expirations that are farther out than just one day.

>> if you're going to put money with her, it's sort of a technical thing going on, guy, in terms of these stocks going higher, is anticipation and demand for these stocks later on and she is forced to buy them. >> kudos to 386, also known as steve grasso he's been pointing out these names for quite some time. if i want to get nauseous, it won't be from flying in space. it will be watching the mets this year. count me out in terms of the space world. >> why did we have to do that? >> because you're on the show and it hurts you >> i was going to say watch the islanders, you know, tonight against the rangers. >> doesn't have the same sting rob, good to see you tune in to the full show tomorrow coming up, taco bell thinking outside the n.debu tails when fast money returns. ♪♪

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beyond me, topping the tape today, taco bell announcing it is partnering with a plant based food maker to create a new product. sounds delicious

beyond meat shares up 4% t 14%. can you get on this trade? >> i don't know why i'd jump on now. i believe in the plant-based food dynamic i'm a big consumer of oatly. i don't see the competitive landscape getting easier the dynamics of stay at homes versus restaurants, it doesn't matter some of the biggest companies in the world, more importantly, the brands are doing this internally look at mcdonald's look at some of the early advocates of beyond meet no you're fading any strength here. >> taco bell bringing back the popular potato products. apparently they're very popular. let's go around the horn die, i mention that for you. >> you know what that does to my constitution >> we don't want to know >> spr, spr. >> karen >> yeah. trying to find value among the frost. that's sow dan's viacom cbs.

>> dan >> yeah. i think it's probably as good as it gets. i'd be selling the smh >> sam >> we talk about walmart and some of these countriesthat ar rerating on dot-com or eai-ml. walmart to me to me is one of t names. go rangers over the islanders tonight. >> "mad money" starts now. my mission is simple to make you money. i'm here to level the playing field for all investors. there's always a bull market somewhere, and i promise to help you find it. "mad money" starts now >> hey, i'm cramer welcome to "mad money. welcome to cramerica i'm just trying to make you some money. my job is not just to entertain you but to educate and teach you so call me at 1-800743-cnbc or tweet me @jimcramer. a lot of winners today even as the averages sold off toward the end of the session. dow finishing off 69 points. s&