>> guy >> yeah. dollar general did what we thought it would do. dollar gen into the final portion of this week. >> all right thanks for watching "fast money. we'll see you back here. meantime, my mission is simple, to make you money i'm here to level the playing field for all investors. there's always a bull market somewhere and i promise to help you find it. "mad money" starts now hey, i'm cramer. welcome to "mad money. welcome to cramerica other people want to make friends, just trying to make you money. my job is not just to entertain but educate and teach. call me or tweet me @jimcramer the market rarely moves in a straight line. tech stocks have been hammered

mergelessly while banks soared but today we got a counter trend rally where the dow advanced 103 with industrials in there and financials and mostly techs. the s&p gained and the tech heavy nasdaq roared 1.23%. why do i call it a counter trend rally? what does that word mean the techs can do not right if they get the occasional counter famed as they did today. we've been watching the bond market and figure we're about to get hit with a booming economy that triggers an unstoppable wave of inflation. that's good news for industrials. although, i think they have run too much relative good news for the financials because they will

have too tighten and short t-te rates will allow banks to make more money and erodes long dated paper assets, which include stocks, particularly tech stocks that's what happens. this is something that confuses younger suddenly flushed investors courtesy of their stimulus checks or stimmys and they have never live through a time of elevated inflation so they don't know or care about the drill. i think younger investors like tech no matter what and if it's temporary, under control as fed chief jay powell argued that tech does have a lot more room to run however, if you watch the show and want winners right now, that means playing the trend, not the counter trend. on a daily today you get buying opportunities from the big cyclical the industrials are roaring so much in part because there is

just so few of them. they have tremendous scarcity value, which is why you have to pounce any time you do get a buying opportunity let me give you examples we'll start with the hottest of the hot. it's amazing this is the hottest of the hot but farm equipment stocks there are really only a hand full of these left so the best names have been roaring in anticipation of a booming farm economy. here is the most obvious example. here is a fabulous company with a long history of missing s&ps or a disappointing forecast but with agriculture roaring, the last few quarters have been exceptional and raising guidance the stock of deere is up and selling for 23 times it's trading like a secular growth stock like phase book and m -- facebook and not boom and burst. can we really justify that

absolutely because there is a scarcity of farm equipment names. adco, they are really the only publicly traded rival here and deere is aggressively buying back stock for years shrinking by 25% for the past decade adco has been doing the same thing. as a result, you have a genuine stock shortage in the farm equipment space. do you understand that there is fewer shares to buy and not many companies in the space. you see the exact same thing playing out in the railroads which had some wild action today because one of the last independent rails and favorite, kansas city southern is being acquired by canadian pacific and leaves us with norfolk southern and union pacific. i think all three are worth buying i actually liked them for a long time but the most enticing is union pacific which is ridiculous the stock got crushed today. that's the west coast competitor but i don't think this merger

will do much damage. what really matters is another player is taken out creating more scarcity value that makes it the buy, not the sell how about engines? that's another classic group there is two left, caterpillar and cummins. think scarcity caterpillar shrank by 15% and cummins by 25% and retrospect those were pressured buyers. what if you wanted to rent a machine? you have united rentals, another one that's been aggressively buying back stock and shrank by 19%. sk scarcity value is working for you. every industrial you would see the same dynamic so they attract lots of automatic buying from index funds and you get another source of endless demand as long as the rotation continues, i think they do have more room to run and

today's is the breather, maybe tomorrow where you can finally get into some of these stocks. that said, i don't want to totally dismiss the possibility the rotation run its course. today's movement was powerful but i worry the moment we get another whiff of inflation, this counter trend rally will quickly fade and when it fades, we'll find out that there is way too much stock for sale in the cohorts that aren't working. or that have been the counter trend like today the growth stocks are the opposite of cyclical with e we have more shares than what we know what to do with there is simply no end to them and many of the newer ones are second rate posers others are in crowded spaces software is a service for customer relations, the internet, electrical vehicle parts, financial technologies. you can't keep track the share counts are endlessly growing because they pay people in stock and the new ones crush you when a lockup expires. very few of the stocks that

roared today belonged to companies with powerful buybacks don't forget the market's appetite for new deals last year allowed pretty much every single unicorn to hit the iipoc hh chute and the spac attack you have enough to drown the market in tech you need deals to dry up because you can get a true bottom in the group only in that way which is why i say we isn't there yet the stock market is driven by supply and demand. huge demand and limited supply you have teches that have diminished demand with ever increasing supply. of course, there are other possible ways for the rotation to end maybe we get a bunch of tech mergers. maybe somebody shuts off this spac spicket the rotation ends when we have a combination of sensation in new shares and belief the inflation story really is transitory

it will happen usually it happens already the fed is refusing to tighten and the spac deals won't stop. they're overwhelming surely, every now and then we'll get a reprieve like today where the bond market behaves but i don't want to bet this counter trend rally will last for long and i recommend lighting up on tech tomorrow, trying to find some industrials you can get comfortable with what am i talking about? new core boeing down for a day. union pacific crushed. don't overlook the old school auto makers, ford and gm, i know about the semi shortage but so does everybody else. i like the better airlines, too. you're talking about united and southwest. the bottom line, you need to stay diversified if you only own tech where you're going to miss out on the great reopening stocks that were thrown away today. take advantage of the temporary weakness and scale out of tech into strength if you need the money to buy industrials and i don't think you'll regret it

let go to gregory in my home state of new jersey, gregory >> caller: big boo-yah, jim. >> boo-yah back. >> caller: jim, ammunition and firearm space has received negative press of late but one company that has focus on hunting and outdoor recreation, that company, the company that caught my interest was vista outdoor based on upward price momentum since the beginning of this year. perhaps the uptick relates to the moral interest in outdoor recreation due to the pandemic what are your thoughts -- >> i like vista very much. it's inexpensive i agree with you i'm a hunter and fisherman and i believe in the outdoors and so do my buds and i have felt that these guys really are very, very smart company and a lot of the other companies don't get it i like that stock very much and i think it's a buy like nine times earnings for heaven sake let go to david in california, please, david? >> caller: hey, jim, how are

you? big fan of yours thanks for having me on the show. >> thank you. >> caller: my question to you today is about vaccine stocks. specifically the smaller names we know the vaccine market is a $35 million market pfizer alone will bring in 15 from covid-19 shots. over the past year, we've matcma watched moderna shoot up what about smaller names >> serento, that said we had novax at a dollar and told a good story novax went to 237. these are spacs but i'm always inclined for younger people to have a spac. i've been criticized that said cramer favors speculation. if you're young, that's when you speculate for heaven's sake. you're looking for the next big name and it might be one of those they're not my fans. not my favorites but i favor

speculation for younger people the market does not move in a straight line. if you want the winners right now, i say you actually play the trend of what is being thrown away today and tomorrow. i want you to be diversified that's why you own both. on "mad money" tonight, i'm speaking to bio haven fpharma down 150%. hear what investors can expect in 2021. i'm the spokesperson for the american migraine foundation and what i expect. i'm circling back to the online gaming platform with roblox the company became public less than two weeks ago i missed the story then. i'm telling it today know your direct listing. plus, my exclusive with arrivals top brass after news of the approved deal with ciig merger i say stick with cramer. >> announcer: don't miss a

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you know what i mean when i talk about the wall street facial show. an incredible migraine bill, it works because i use it myself. the stock simply refused to quit surging from the mid 20s to 100. it peek in november. since then the stock struggles pulling back to $72 today. as i said at the top of the show, the real issue is the rotation out of growth stocks into the boom and bust cyclical.

i select bio haven selling better than selected and a possible treatment for parkinson's, als so is it worth it to buy this one in weakness after an offeri offering they just did let's check in with dr. corick, the ceo of bio haven i have to ask what is going on with this drug welcome back to "mad money." >> great to be back, jim thanks so much it's been about a year since we watched nurtec and bio haven is changing the way we treat mig migraine over half a million prescriptions this past year and the growth looks very good quarter over quarter. >> i have in my hand this, even sales but you're a fraction of the size. >> so we have a sales force

that's about two-thirds of their size and we're under stemming them on dtc. i think what is giving us the edge in this space is the fact that we're having a very h evi -- heavy digital first campaign and in addition to that, we're using the power of the patient voice to spread the word between the difference of nurtech. >> i seen something, a march 15 note from an analyst from piper sandler, great analyst who literally just talks about how he has migraines and he takes migraine i should say and he takes nurtec i never seen anything like it. he talks about what his condition was, why he took it and realized 30 minutes before the center closed it worked for him. it not often you get something as unsolicited as an analyst that says it works for you. >> you're right. the report about how his migraine was relieved was very

compelling and what we've been hearing from patients for years and i have to say right now we get about 1,000 communications every single week from patients talking about their nurtec experience and makes me confident if you deliver a good medication for patients, you're going to have an excellent business model and that's what we're trying to confer every day. >> the other day, it was actually friday, i knew there was a change in the weather coming, and i know that it's not -- i don't want to go off label. i had to wait. i got the change in the weather and then i got migraine and then i took bio haven and the migraine went away in a half hour but it would have been great to see the weather forecast if i had taken, if i had darn it taken nurtec i may not have got the migraine to begin with what do we have preventive >> we're learning from the fda in the second quarter on the

snda on the prevention of migraine and i have to tell you we're the only company with one medication at the same dose to treat acute advanced migraine and once we hear back in the second quarter we'll know whether we can promote on the second indication and that will be a game changer and paradigm shift. up until now, patients had to use multiple medications to treat their migraine if we're successful with this from the fda, we would be the only company with one drug to treat acute and preventive and want to get rid of the categories we want people to be able to treat their migraine, period. >> you know i'm the spokesperson for the american migraine foundation a friend of mine's brother went to get this and it was not accepted his insurance company did not accept it. he went to the doctor and the doctor said it thousands of dollars if they don't accept it.

there are insurers holding out and won't let people have nur nurtec >> that's an ano anomaly over 90% of insurance plans cover it encourage your friend to contact our company and we'll work with them to get access look, access for patients is key. we're very fortunate that most insurers are covering it but we do want to help patients who can't get coverage get the treatment they deserve. >> okay. so thereis a disease als that nobody thinks there will be a cure you're working on something at mass gen and i don't want to give anybody false hope but are the trials going okay? >> let me tell you, the mass gen is the leader in als research and treatment. we were really fortunate that they selected our compound for

an inhibitor that decreases brain inflammation and selected it for the als platform trial where they have a shared placebo arm. we teamed up with them on this trial and recruitment is way ahead of schedule. we hope to have top line phase three data by the end of this year in als but also in multiple system at -- atrophy we're going after some of the toughest disorders in neurology. patients need better treatments, jim. >> i wish you the best of luck we know that disease is horrendous and i want to thank you. i never seen an analyst report just devoted to how he got rid of migraine. dr. corick the ceo of bio haven, thanks for coming on the show. >> take care. look, what can i say the thing works for me

i don't know if it works for you, but i think the stock will work for you it well down from where it did an offering last week and i don't think that the wall street fashion show is going to mean the end of the stock because there is just too much good things happening at bio haven. stay with cramer >> announcer: coming up, could one disruptor in the entertainment and gaming space become a block for your portfolio to build on? cramer has the rundown of a newly public stock that you should have your eye on. next

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excitement many are laying with a thud now. there is too much merchandise and with a few exceptions, the best stuff has come public today i want to circle back to an exceptional situation that happened one of the numerous times i had to recoup rate called roblox where users, especially kids can create their own video games. they throw it out there. a couple weeks ago the stock has been choppy, it's mostly held up despite an environment that is house hostile to tech. roblox is the turbo charged growth story the market would have been salivating over six months ago not only is business booming but they saw a rapid acceleration thanks to covid in part because parents got through the pandemic by sitting kids in front of a computer letting roblox baby sit them for hours on end. roblox probably did a better

job. that's neither here nor there. fast growing tech stocks have fallen out of favor with the hot money going to the reopening stocks and the classic cyclical, the industrials that benefitted from a stronger economy. occasionally you get a counter trend day where tech makes a come back but that's no longer the norm what do you do with roblox a great growth story in a market that lost most of the appetite for great growth stories, even terrific ones like this. this is a great company. but is it a terrific stock open question. first, you need to understand what these guys actually do. roblox is an online gaming platform that lets users build their own 3 d digital worlds when they -- which they can then share with their friends in other words, it's part gaming, part accessible software development and part social network. think digital legos if you have to except you can share what you

build with tens of thousands of us users. last year roblox had 20 million users and powered by their digital currency, robux you can translate into dollars users can sell their content but the company takes a cut and as a reasonable cut, too. we're talking about real money, though last year, the 4300 developers in roblox developer exchange program earned nearly $330 million on the platform. this thing is for real all this is free but the company also has a subscription service called roblox premium that lets you buy discounted robux that gives you access to special features and that's how they get you, being, again, kind thing. what really sets roblox apart, it's a safe destination for kids on the internet. more than half of their user base is under 13 years old so the company goes to great

lengths to ensure that their platform is safe and child friendly think techs filtering and content moderation but actual humans, not bots roblox has 2300 people making sure everyone follows the rules and when there is a complaint, a real person will respond within ten minutes. that's a reason i like them. can you imagine any other social network pulling that off there is humans but the most impressive part of the story is the numbers. roblox had 39% bookings growth in 2019 that accelerated to 171% in large part because of the pandemic over the same period the growth jumped from 56% to 82% driven by a major uptick in daily active users that increased by 85% last year while average hours engaged grew by 124% and the last part we know can't be sustainable you have to less engagement and the kids can play with each other in person again. that's going to happen

meanwhile, roblox has roughly half a million daily paying users. they're not going to go away with this growth, roblox continues to lose money and the margins are going in the wrong direction because they are reporting capitol to platform taking market share overseas they are growing like a weed in asia pacific, latin america. i know this is going to sound to the gray birds out there, i'm not worried about negative earnings in part because we want companies like roblox to invest heavily and the free cash flow improved dramatically. they generated 14.5 million in cash flow but skyrocketed to 411 and the free cash flow is a great way to judge them. i really like this business model. roblox spent a fortune meaning they are not public cloud v vendors and can clean up thanks to the user generated content and i love that business model

the whole thing scales as roblox gets more users they create more content and more users and virtual circle and the stay at home economy allowed them to break out but i bet they can maintain a lot of fly wheel like momentum and i can't over state the value of capturing the demog demographic. hook people when they are young and you hook them for life according to roblox, many users don't age out of the platform. i was shocked. they often go from content consumers to content creators. what about negatives my biggest complaint is last year's incredible numbers won't be repeatable but they have been up front about that. they expect a significant decline as the world goes back to normal but that means we could be looking at ugly comparisons and wall street is kind of done it hates ugly comparisons if it knows it's coming. it doesn't matter how well it telegraphs this stuff, a couple quarters of slow growth will hurt the stock however, if there is less

slowing than expected, this could be a strong performer. let talk valuation at the last private fundraising round in january, roblox raised 45 million a share that $45 level was a reference point. that was nice. this exploded out of the gate with the first trade at $64.50, unusual and spiked to 79 before pulling back to high 60s and bouncing to 70 today at the current price using diluted share control, they are 45 billion because so much of the money comes from subscription, i think it makes sense to judge this stock on a price to bookings basis, not price to book but bookings basically the coverage and wall street consensus is to generate 2.7 billion in bookings and trades at a little less than 17 times next year's bookings pretty expensive but in line with something like snap and unity software maybe the closest comparison and

one that has taken millennials by storm they like unity software this is better put it together and you have my blessings to put on a position of roblox here and there this is the real deal. i wouldn't pay more than 83.50 which is roughly 20 times boo bookings the bottom line, roblox could have a choppy economy. please don't buy it unless you're prepared for turbulence when that happens. that said, this is a good one. it's worth it to weather a possible storm and i recommend buying some here, buy some for your kids then you can buy more on the way down but only if you share my conviction, you've done the work and you realize how incredible these key financial met trics really, really are. let's go to phil in north carolina phil >> caller: jimmy how are you doing, son >> doing well. how about you? >> caller: doing good. before i start, i just hope that

you are on the road to recovery with your health and everything gets back to normal with ya. >> thank you my pt guy jim says i'm doing well i'm doing a couple miles, walking, feeling good. thank you for mentioning it. knock wood, i feel like i'm getting somewhere. what's going on? >> caller: you sound good. >> thank you. >> caller: before i start, i have a granddaughter named lily. >> chloe >> caller: i got her involved in eli lilly. when i have you on the tv, she likes to watch you and she knows a little bit about you but if you could give her a little shoutout because i'm going to stick with lily's stock -- >> you have to my grandma's name was lily lily is hurting me not my grandma but eli lilly is a little down. why? they didn't deliver on what was thought to be a really important alzheimer's test

i welcome david ricks back we have to have david back because i felt good at 206 and my heart sinks at 186. we need david back i now need -- phil, give me the stock. what's the stock. >> caller: the stock is -- my daughter is a travel agent and she says the business -- although it's doing good, it's not what she expected it to be at this time okay i bought airbnb about a month ago. i'm up 20 points on it should i hold it or -- >> hold it because brian chesky is brilliant and this is the way people -- believe me, people are going to rent houses they're tired -- we found out how much cheaper it is to rent a beautiful house than it is to rent a sterile hotel room and we recognize it and brian chesky has managed to be able to show people what it's like and now it's going to be a great run for airbnb all right. i like the roblox story but if you buy it, understand there is

going to be turbulence what the numbers come out but this is one of the most that's come public in 2021. much more "mad money" ahead. is that an exciting story? this is the latest spac to trade in the nasdaq on thursday and i want you to know the story. is the latest round the stimulus checks rolls out and the fear around higher rates intensifies, young investors are flocking to nothing other than tesla. i'm helping you make sense of the latest stock and all your calls on tonight's edition of the lightning round so stay with cramer >> announcer: on squawk box, gambling from casinos to your fingertips, the national gaming ceo on the boost from sports fans and expanding into states first on cnbc 6:00 a.m. eastern tomorrow watch squawk box any time on demand she had beef jerky in her pocket. (laughing) (trumpet playing)

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over the last month the once

high fly on electric vehicle spacs has rolled over and high quality onces are bouncing back. take arrival, the company developing electric vans and buses to use what they call micro factories, arrival is about to combine with ciig merger they have put the deal last week and set to close on wednesday which means on thursday, ciig merger stock currently trading on the simple ciiac, it's complicated becomes arrival. i recommended this one in december $21 is now $25 after roller coaster action. this is very different market from december. so what do we do with one of the higher quality electric vehicle plays? why don't we go straight to the source i got the tell you, i love this stock but i got to find out more this is the president and chief strategy officer of arrival. we got a better read on his business congratulations on the deal. welcome to "mad money." >> thank you, pleasure to be

here. >> so you know that when everybody else was kind of like i don't know, we came out hard three and a half months ago and said look, this is the one all right? so for those who unfortunately may have actually missed the segment, let me give you the floor to introduce arrival because i think it has the most sustainability. >> thanks, jim so yeah, we were founded in 2015 we got over 1600 employees we create best in close electric vehicles at a competitive price point fossil fuel and have a lower total cost of operation and for us, the price competitive fossil fuel and a better product, that's the point where the market shifts to being electric to do that, we start from scratch. we design our own components like the machines, et cetera we have our own staple platforms that allow us to do multiple vehicle types and write our own software on the vehicle and the operators. we use a sustainable material instead of typical maetals and

huge plant all of this allows us to produce in micro factories that can be placed anywhere. you know, you're right you did support us early on and from all i've seen in the market that shifted a lot where the only company that can produce best in class vehicles in the micro factories to enable this price competitiveness because we invented it. >> we should also point out that it's not just the delivery vehicle and usps has a lot of orders how many things do you make with the micro pack to factories. >> arrival is creating the systems that create best in place electric vehicles. so, you know, you're right you're seeing a bus and i agree, it the coolest bus i've seen but lets us do the van, large van and a small vehicle platform but these technologies, this deep tech that we have can be combined into multiple different vehicle segments and produce

using the small low cap market factor. >> i don't want to get -- i had this guy from lordstown and he said orders and it became kind of a, i don't know, contentious issue. you have in your deck that you have $1.2 billion in orders but you also disclose that ups is principal and can be cancelled or modified at any time. you have to stick that to. they are a huge backer of yours. >> yeah, absolutely. we've actually been working together for -- since about 2016 so long term relationship. they invested in arrival, as well and they work with us and come to our factory. we're bidding a vehicle that's fit for purpose for them and, you know, as you mentioned, ultimately what is important is the offering and value property we're giving them. not just ups but other customers. if you're a fleet purchaser, you can get an arrival electric vehicle with better attributes at a better competitor price and produce it locally

there is no reason not to shift on electric vehicle. they will continue long term. >> then you had 17th march of 2021 you announced the micro factory in charlotte and then you're talking about how maybe next year at this time we might see them on the street >> yes, our bus goes into production at the end of this year and the van in the second half of next year and we announced charlotte, partnered with the city of charlotte to produce a whole transportation ecosystem together so there will be more to talk about at the same time. what is interesting about the micro factory, you can use existing warehouses and production facilities so when you look at the global scale that needs to shift to being electric, we expect to have micro factories around the world. the u.s. and europe will be the first focus but the micro

factoriesmajor, major game changer thank you for coming on the show. >> thanks. look, we liked it in december after we looked what they are accomplishing, when you go to their deck and i urge you to do so, you'll see why i'm so excited and this week it starts trading as arrival "mad money" is back after the break. >> announcer: just chill out. >> chill man is in the house chill man be king. the chill man is in the house. he's happy. >> announcer: the lightning round is coming up when "mad money" returns

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prioritizing and putting great value on the arts? as we start to manage our technology usage, we could see somewhat of a renaissance era in society that moves back to prioritizing music and ballet and fine arts. the creativity of thinking out of the box, how you can take basic things in the world and create something that's highly productive... when i think about my children, i think about creativity. i'm less focused on technical skills, than i am in terms of making sure that the mind remains open. i am katy huberty. we are morgan stanley. we see temperature control software giving everyone a shot at vital vaccines. at emerson, our software is shepherding medicines through every step of the cold chain, helping track conditions to keep each dose safe and effective. emerson. consider it solved.

it is time, it is time for the lightning round. buy, buy, buy, sell, sell, sell and then the likeninghtening roi over are you ready? we'll start with clark in florida, clark >> caller: hey, jim, how are you doing? >> couldn't be better. thank you for asking what's up? >> caller: i'd like to get your opinion on marvel technology. >> big position for my travel trust went back down and we started buying again after selling. let me tell you something. this is still the ultimate 5 g play and i'm not backing away from that. they had a great quarter don't let people tell you otherwise. linda in washington, linda >> caller: hi, jim, boo-yah from washington. >> there you go. >> caller: i want to know about crisper. >> that's a great stock. genetic -- whenever you have a genetic engineering company, it's not going to be bought on

earnings but spac and you have a great spac there robert in california, robert >> caller: boo-yah jimmy chill. >> let's go. >> caller: i saw you had the ceo of lithium motors. it a special place for me and my wife we bought the stock and it's been killing it since. does it have more room to run, jim? >> it does special place for me, too, with my daughter and the ferries at the top of the hill and we would go there and sit with each other and talk so i agree with you and i think that lithium motors is a very, very good stock. and i like the used car business, too. ashlyn so special. let's go to phillip in california, phillip? >> caller: boo-yah, jim. >> boo-yah >> caller: first time long time. good question for you partnering with amazon what's your thought on -- >> you know what they did everything they could

to save that thing that dog will not hunt no i need to go to amal in california, amal. >> caller: boo-yah, jim. this is amal from california. >> all right >> caller: thank for you 16 years of guidance. >> i know. 16 years looked younger than ever, not, go ahead. >> caller: csiq, canadian solar. >> no, we're down on -- people will be starting -- i think a lot -- i actually believe that a lot of these incentives will go away i've cooled on the solar space but now i'm going to norman in california, norman. >> caller: hi, jim, boo-yah. >> boo-yah. >> caller: there is a company disrupting the auto insurance industry charging by the mile saving a bunch of money. it metro mile. just went public. >> i know it just went public and that's why we want john butler on because we don't know enough about this. look, we like the lemonade when

it was much, much lower and a nice chunk of change from people there so we have to have metro mile on the show metro mile you're invited. let's go to robert in massachusetts, robert? >> caller: hey, jim. it an honor and pleasure and great big boston boo-yah to all of the nation. >> there you go. >> caller: i'd like to ask you about a stock recent fly high back to earth. >> you have to buy the stocks when they are in a spac and only if you want a spac and that, ladies and gentlemen, is the conclusion of the lightning round. >> announcer: the lightning round is sponsored by td ameritrade >> announcer: coming up, what do you get when you combine a super star ceo, an army of retail investment revolutionaries and the one-woman wrecking crew?

you get a cramer take you can't afford to miss when "mad money" returns. i have an idea for a trade. oh yeah, you going to place it? not until i'm sure. why don't you call td ameritrade for a strategy gut check? what's that? you run it by an expert, you talk about the risk and potential profit and loss. could've used that before i hired my interior decorator. voila!

maybe a couple throw pillows would help. get a strategy gut check from our trade desk. ♪♪ all right that's a fifth-floor problem... ok. not in my house! ha ha ha! ha ha ha! no no no! not today! ha ha ha! ha ha ha! jimmy how happy are folks who save hundreds of dollars switching to geico? happier than dikembe mutumbo blocking a shot. get happy. get geico. fifteen minutes could save you fifteen percent or more.

stimmy versus bonds. that's what this market has become the stimmy is the stimulus money most of which will flow into stocks, which is what happened the last time the federal government sent people checks at the same time the bond market says it's time to sell because inflation is coming back so you have another group of investors pushing names in the opposite direction. of course, younger investors who are more than likely to get stimulus checks, all this bond market stuff, frankly, it's meaningless to them. so it's a tug-of-war and if you want the clearest example, i need you to look at the stock of tesla, which is an ultimate growth vehicle here is a stock beloved by the new generation of investors but stalled out in recent months falling from 900 to 655.

the person with the hottest hand in the entire industry made a coldshot she said tesla can go to 3,000 in 2025. that is just the base case the bookcase is 4,000. even her bear case of 1500 more than doubled where the stock traded so younger investors flocked to this thing today sending it up more than 2% they see wood talking about how tesla could make 5 to 10 million cars per cost and robo cost and elon musk and maybe like northwest colorado fabulous idea and solar is part of the package if it works, it would be a fabulous idea and another source upside for tesla as exciting as that sounds, investors take the queue from the bond market are taking the other side of the tesla trade betting tesla stocks will fall

if interest rates keep climbing like they have done for switch weeks, the stock was only able to rally today because we got a rare reprieve interest rates did not go higher. remember, the rise in bond yields led to whole sale destruction of the entire tech sector that's why tesla fell from 900 to 600 most of the money managers understand the power of the bond market and see today's action from the selling is why they want to sell tesla all along with all the other growth stocks and believe me, they will come back in a second it's not that they disagree with cathie woods' vision although many do. many don't care about her vision at all it doesn't matter tesla can make 5 million, 10 million cars per cost and inflation is lethal to growth stocks. tesla could make a fortune in 2025 these money mangers say so what,

20, $25 will have less purchasing power so who wins this tug-of-war in the end? the bond market will decide for us and has a mind of its own tesla can rally going higher otherwise, there are not enough stimmy checks. the they can't beat the bond market related selling from the big institutional investors who don't really care about the stimmy checks. this is no knock on cathie wood. knock on wood. yeah you didn't like it i thought it was pretty good how many jokes do you get in a financial show she has an incredible track record if you expect a moldy trillion dollars investment, it doesn't matter if the inflation went out but the real question isn't whether we'll have persistent inflation, personally, i actually doubt it. the problem is there is so much institutional money that believes in the thesis, maybe the younger cohort will be able to take the stimulus checks and push this thing higher, but

tesla stock is a heck of a lot bigger than something like game stock so until the bond market re- re- relents, tesla is stuck in neutral. there is always a bull market somewhere and i promis there's breaking news out of boulder, colorado, now a large police presence at a grocery store, a king supers where the police department say there is an active shooter situation. we know people are being told to stay clear of the area we saw two officers escort this man in handcuffs out of the king super with blood running down his leg. they put him on a gurney, but we do not know whether he's a suspect. we don't also know whether anyone's been hurt our local station 9 news, kusa is on scene. we'll bring you any up