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alongside kelly, i'm tyler mathisen. there's a big one on the horizon. that would with the election. >> we get the cpi on thursday. today we're seeing some nervousness. it's the one-year anniversary of the attack on israel. it's got some worried that there might be a response. and then there's the oil. >> that is a big and expanding story, and it appears it's got tampa/st. pete right in their sights. >> our neighbors are staying there, god bless them. the flights are booked. those who haven't gotten out, they're not quite sure what to do. they're at a standstill. >> they're looking at a storm coming on the back of hurricane helene a week ago. it didn't do tremendous damage, but enough. >> when you have debris already it makes this one more dangerous because there's going to be more

matter flying around. obviously the water damage can be as significant as well. also weighing on sentiment, our downgrade of three major tech companies. apple, amazon, and netflix. microsoft as well, ty. >> yeah, these downgrades, it has not been a great month for technology, but september is usually a bad month. we're going to talk in a minute with mike santoli and tom lee. september is not a good month for stocks, but this has not been bad at all. >> no. although, september was far better than the recent septembers we've had. october is off to a different start. >> we've talked about the hurricane. let's move on and talk about the markets as the stocks are a little under pressure today. higher rates, rising oil prices, still the s&p 500 hovering near record levels. the nasdaq, 3 points away.

bull market is still intact as the wall street has largely pointed out the weakness, but a number of threats are looming, including, of course, the election four weeks away. our next guest is looking past that, a dovish fed, and more. let's bring in tom lee and our very own mike santoli as well. tom, let me start with you. you said in umbrella you thought the s&p could close at 5700 or maybe even higher. looky here. look where it is today. right around 5700. the maybe higher part is still part of your formula? >> yes. i think it's part of a formula because bull markets are

supported by a strong economic level. but the fed is beginning to cut rates, and an economy that has been sort of languishing has been china, and now we have stimulus and what looks like some bazooka policies that is supporting that region, and we have a lot of cash on the sidelines. i think this is a formula for stocks to do pretty well the next three to 12 months, and that's why we, you know, we think that we would be well beyond 5700 before year end. >> mike, tom says tailwinds overpower headwinds here. >> yes, although, i think you do have some offsets. even though in august and september, it didn't show up in terms of the sustained downside, it baecame more of a down marke. you had more upside than downside during those two months, so i think that is due to the fact that we have the

fa facts. that said it's hard to get into trouble when the fed is easing into a resilient economy. even though we're having to worry about less fed easing than we thought thursday before we got this jobs report, i think this is a better formula. the economy holds up better. the only reason you'd worry about it is if the jobs report wasn't strong. yet yields are higher and oils are heiler. we're benefiting starting at very low points. 3-6 on the 10-year. the big violent moves have not really uphe ended anything except maybe the housing stocks. you have to be aware we're two years into a bull market where it flattens out and becomes a little bit less aggressive on the upside. >> as our guest said last week, the third one is the hardest.

>> tends to be. >> tom, do you wand to build on that? small caps, that's the one area we've seen the most weakest since the fed hike rates. >> they're within a few percentage points of an all-time high, and mark newton, the head of strategy, thinks we're on the move for it. it's been disappointing. it's been disappointing because they're barely highly correlated and we're seeing risk-on appetite in some places. i think it's a matter of time. part of this is between now and next month, which is around election day, there's a lot for investors to digest, including oil prices and the vix is elevated. these are things that are hard for someone to say today, between now and early november, i want to buy risks outright.

earnings growth is accelerating. it's been very choppy. >> as you look at oil, what would an interruption of your rain yum oil supplies, which is only 3% as i understand it of global output, what would the interruption of iranian oil mean maybe not in economic terms because it might not mean very much, but what it could mean psychologically to the mar market . >> well, markets don't like the uncertainty. they don't like the risk of a disruption. you know, oil can move up quite a lot before it actually triggers the level of burden that causes a recession. that number is probably closer to $200 today, but it would be no fun for any consumer to see

oil at 120 and gas prices more than double. so it's something that i think would be very painful for consumers just to see oil surge, even if it's temporary. >> mike, final thought? >> i was just going to say, in terms of small caps, i think they've lost any claim on having any special foresight as to what the overall economy was going to be doing. when the earnings come through, that probably will be rewarded. the russell market is aggregated. nvidia is up 3.5% today. that's actually acting balanced. i don't know if there's anything about it because it's done very well. >> i don't know if i need to ask you for a specific price target on nvidia, that was the price market leadership this summer until it broke down. what do we need from it at this point? >> well, i mean, nvidia is still

at the center of the entire transformation that's coming with ai, and nvidia continues to be one of the leading companies. so from a long-term investor perspective, they should look at the opportunities to add if they don't have exposure, and for anyone else, it's a time to be patient because stocks don't just go straight up. >> what's another peck in your portfolio you would like to leave our viewers with, tom? >> yeah. i think -- and michael's kind of mentioned this, but i think one area that if someone has a lot of tech, the thing that has a corollary benefit is fed cut and financials. i think things like xlf and xli are regional banks.

they're going to be beneficiaries of a soft landing economy and fed-cutting interest rates. >> tom lee, thank you so much. mike santoli, good to have you in the house, thank you. appreciate it. the fed yieldgetting back for the first time. rick santelli has the latest from chicago. rick? >> every session, other than the hand-off from last month to the first day of october, has seen a higher yield fourth consecutive session, and not only that, every session has traded. if you look at the 2s and 10s on the chart, we're in the 360s on a 2-year. where it stands right now, up a

half a dozen basis points, and it briefly did tame ever. it started out the beginning of the month in the 370s. if we look at the two charts, the speed of this -- this is a two-week chart. we've gone from a 27-month wide on the 25th to a breefs. earlier today, under zero. that really does underscore how the market is pushed bay against the fed, and it really highlights the fed controls overnight funds and a giant microphone. but the rest have their own life. speaking of that, we have 10-,

3-s, 30-. it underscores the speed of the market. kelly, back to you. >> thanks very much. coming up, another major hurricane is set to make landfall early this week. milton could cause more trouble than hurricane helene. this week's storm could drive costs much higher. plus, the other storm brewing is america's national debt. both trump and harris' economic plans will cost trillions, but one has a steeper price tag than the other. we have more on all of this when "power lunch" returns. >> announcer: the bond report is brought to you by pimco, a global leader in active fixed

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welcome back to "power lunch," everybody. hurricane milton, now a category 5 storm with winds of up to 175 miles an hour, expected to make landfall sometime early wednesday. dana griffin is in naples, florida. hi, dana. >> reporter: hey, tyler, we're here in naples, florida. this is naples beach behind me. it's empty. we saw swimmers in the ocean just moments ago, and we've seen several tourists taking a look before milton makes landfall. right now we're hearing that winds are at 175 miles per hour as milton has increased to a cat 5 just over a short period of time, expected to make landfall on wednesday. right now you've got several airports including orlando, tampa, st. pete that are

suspending operations starting tomorrow. you've got people who are already being told to evacuate up and down the coast. one of the major concerns is the debris. there's so much debris left behind from hurricane helene less than two weeks ago that even the governor is asking people to step in, pitch in any way they can. listen to what he said earlier today. >> we had a lot of debris left from hurricane helene on florida's gulf coast. that creates a huge hazard if you have a major hurricane hit in that area this week. >> reporter: we may have lost ifb, but i'll keep talking in case you can still hear us. right now this is an all-hands-on-deck moment. they're asking you to take the debris that's in your neighborhood because that debris could become dangerous

projectiles. also storm surge. we're already getting rain right now. this is not even part of hurricane milton. this is very concerning because you're going to have an already saturated ground. if you get the storm surge coming in, you're going to get catastrophic flooding. get the necessity you need and prepare to evacuate when called upon because this is a life-threatening storm, and they're asking people to take it seriously. tyler, kelly? >> dana, thank you very much. we appreciate your report there. our next guest runs a major financial services company, providing insurance to military. they've received 74,000 claims from helene and they're now preparing for a back-to-back storm with milton to hit on wednesday. wayne, it's great to have you here. welcome. >> kelly, great to be back with you. >> if we weren't going to be talking about milton, we would be talking about how to process claims from helene and how to help these communities.

i have to imagine you have a significant amount of skboexpos from tampa, no? >> we do. w i spent time on the ground in tampa, walking, talking to members. we're trying to get into boon, north carolina, right now to be able to serve up there as well. you know, this is all hands on deck before milton. this puts a tremendous additional pressure both on our operations, but more importantly on all of our members who are in the path of this storm. this will be a very dangerous storm, no doubt about it. >> compare the number of members you have in the states that were hit by helene, which includes florida, but largely georgia, the north carolinas, compared with what you may face in the case of hurricane milton, which looks like if it stays on its current course, is largely going

to cut a swath across north central florida. >> yeah, so i think that's probably the applicable area to look at is that swath across. and we have a fairly, you know, sizeable amount of concentration there. i think we have a manageable amount, but we've got a tremendous number. hundreds of thousands of our members are in the path of the storm. that's the way we think about it. whether they've got a homeowner situation with us or their cars or their rental properties, trying to make sure they're safe once the storm passes. >> wayne, one of the biggest concerns has been the amount of property insurance in the first place, which is only going to go up after this, if you're not dropped from policies altogether or trying to finding new ones. and, of course, if it's flooded, that's a separate insurance policy as well that most people don't have. are you going to be able to

provide that? >> first of all, we need to understand there are going to be so many underinsured or not insured at all because of the the rising waters from helene. we're a membership organization. we work hard to serve as many of our military families as possible. we continue to take risks in a smart way. we control the amount of risk. we don't serve as many people in florida as i would like to today, but we're trying to be very thoughtful about serving as many as we can, while we manage the risk of the association going forward. we'll look at this event and ask and answer questions how much risk they want to take and how they adjust policies and coverage. i think the message will be, availability is going to be compromised. prices are going to continue to rise especially in a homeowner's

market. >> give me the insurance 101 lesson. a standard homeowner's policy would protect against what kind of damage in a hurricane scenario, and what kind of damage would it not protect against typically? >> the easy things it will not cover, water damage that comes from the water rising up from the bay or in the. depending where you are in florida or how you have your coverage set up, there may be a policy that can't include wind from it. there's layered coverage because of the difficulty of the market over the years, so you could have three or four policies on your home today. fema, flood, excess flood, your standard homeowner's insurance, and a wind policy on top of that. the most important thing for homeowners is to really read and understand your coverage and

call directly if you're dealing with someone like usaa or call your agent if they're an agent-based carrier and truly understand your coverages so if the storm hits and passes, you understand your rights and what's available to you. >> one of the things that's been tee batesed over recent weeks is how quickly they can get money in a sizeable chunk into the hands of the people who are affected. how quickly can you get meaningful dollars in people's hands to help them with day-to-day expenses and help them rebuild and recover? >> tyler, i'll tell you. last week i stood in the backyard in agrus ta, georgia, where that member lost everything. they have a payment coming to them now. that was thursday. i assume it's in their account today. so that is a streamlined

settlement that we work hard to deal with or address so we can get money in their hands. in other cases, the additional living expenses, we're getting checks into members' hands. we're working very diligently to get money in the hands of our members as quickly as possible, and there's a large percentage of our helene members who already have a payment from usaa as we sit here on monday afternoon. >> all right, wayne. thank you very much. i must say, your advertising i see on the nfl games and college football is always really good. i appreciate. >> it thanks, tyler. let's pray for everyone in the path of the storm. this is going to be a difficult one. >> wayne peacock of usaa. still to come, we talk about

one product with high insurance premiums of its own. this stock has hit the end of the road. market navigator is next. as we head to the break, a quick check on the dow. we'll be right back. it's down four firths of a percent, 986. the enemy is always adapting... deepfake: hey handsome. ♪♪ [inner monologue] ...always iterating. ♪♪ when you're looking for answers, it's good to have help. because the right information, at the right time, may make all the difference. at humana, we know that's especially true when you're looking for a medicare supplement insurance plan. that's why we're offering "seven

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welcome back to "power lunch" as we head into the afternoon. the dow's down about 358. >> lows of the session. it's interesting. today's market navigator is going to focus a little bit on shares of ferrari, which was that mystery chart, by the way. it's up more than 30% this day, period. one of our traders think that's getting close to the red line, forgive the pun, kelly. >> tony is with options play and a cnbc contributor. the story has been amazing. ultra-premium, great brand defense, great performance obviously with the cars, but why has it hit the skids as of late. if you look at the charts in the

last couple of weeks, we've seen a bit of slowing momentum there. >> yeah, exactly right. >> it continued moving higher from here. but instead what we've seen the last couple of days is the cracks showing. i think we're likely to head back toward where we broke out, which is in the downside in the coming weeks, and this is kind of the setup we're currently looking at right now. we've been talking about the fact that valuations on the ferrari have been hard to get around. >> tony, it's not a name we talk about a lot. but it's certainly the price action that's interested you. how do you play what you think is that slowing momentum or downside in that trade? >> yeah, so i think the best way to do this is using a put debit

spread. right now i'm looking at the november expiration looking at buying the 4860/440. earlier today you can pay about $9.50 for this $20 wide debit spread. what's really interesting about this in the money debit spread where you're straddle the praise of the stock, i'm paying the value. usually when you're buying options, you have to pay. i only need the stock to move down about $10 or so to make a maximum on my investment. >> it's interesting. kelly and i were looking at this earlier today. essentially what you're doing is shorting your stock and you'd cover that at 440 given the

structure of this trade for that particular move. why do you target it on the downside and not even more? >> i am targeting more to the downsidea bit of an exploratory trade in terms of whether we'll see that. this allows me to do so with the least amount of risk. i'm paying about $9.50 for this. i'm risking 2% of the stock's value. that's when i'm looking to buy more downside as well. >> tony, thanks for joining us. it reminds me of your report recently. >> that's right, i remember. >> ferrari has been an exception to that story, which is one of kind of pressure on sales.

ferrari has been a stalwart. now to his point, we should keep an eye on it. >> if you take a look at the ferraris, many of these luxury european brands all fall within family umbrellas, volkswagen, porsha. this kind of move is going to be interesting to play out because it is that pure play. >> it was spun out from stellantis, was it not? anyone who held onto this was doing much better. dom, thanks very much. dom chu. ty? >> still to come, wall street taking on big techs. we'll wrap the headlines and give you some actionable advice in today's three-stock lunch. trois stocks. we'll be right back. >> announcer: market navigator

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with a qualifying trade-i. don't wait! call, click or visit an xfinity store today. welcome back, everybody. we're going to dive into three of the big tech downgrades today with apple, amazon, and netflix

all losing some support on wall street. joining us today on set with his trades, jay woods. the first stock, jay, is going to be apple. shares are down 1.5%. jefferies downgraded it. it's too high for the iphone rating. what say you? >> i think it's understandable. the expectations are through the roof as far as this is the big next big thing. they created the next big thing and then they find the next big thing and make it better. that's what they're going to do with apple intelligence. it's great enough they took the ai name and they're going to call it apple intelligence. i'm sealing it in commercials already. it's hitting on their iphones, which is 51% of the sales. but the services continue to chug along and grow and grow and grow. what they do is innovate

products you need like apple pay. earbuds. i can't talk on my phone without my earbuds. apple over the long term, it's a strong hold. technically it could pull back and be a strong buy. it's consolidating. i think any dip here is a good long-term buy, but i understand it's a hold. >> it's a hold for you right now. if it came down -- >> moving day average, anything around the 200 level is a time. >> it's like a hold it and not trade it stock as jim cramer is always saying. that might be true. that's apple. we just got amazon, and the shares are down 3.5%. wells fargo improved it. the analysts say their positive headwinds are on hold.

it's not enough to lift the company. are you worried about the retail aspect of this? >> we're getting boring names, but the recommendations, i get it. >> if it's so boring, why is it down 3% today? >> that's a big story. we don't see it too often. when you think of amazon, it's another fabric of our life. how many amazon packages do you have ady at your house? >> no comment. >> the aws, that is the growth. what the problem and the concern is the capex spending that they continue to put into it. so right now it is in a holding pattern in the sense that what is this spend going to lead to. we saw it with meta. meta got hurt. they were spending too much money and we weren't seeing results. >> look at it now. >> exactly. what investors want to see is where is this ai spend going to go. then you look at it technically. this thing finally came back to

its highs from 2021, 2022 and breaking out. so i like it from a risk-reward setup, but it could stay here and staal for another quarter before it stalls off. what's the s&p 500 up? right now, it's slow and steady. it's not going to leapfrog and take as much higher right now, but at the end of the year, after the election in december, i think these two stocks are what take us higher. >> third, we've got another stock that's the fabric of a lot of people's lives and that is netflix. netflix is falling about 2.5%. barclays is lowering. the growth algorithm is getting more complex. not many people would dispute that one, i don't think. >> as the father of three gen zers, they can't live without

their netflix. what happened? the password craze took effect. >> it's crazy. >> you would be amazed. what did it do? it made all-time highs. it finally got back to where it was and now it's consolidating. every earnings period you do see moves in this stock, so you have to be careful. the password crackdown, the ad categories, they're huge. the biggest demographic living off of mom and dad, they're starting to move out of their house. what are they going to do ? they're going to pay. they'll look for free ads. will it have the run it went on? i find it hard to believe. i would hold it here and wait to buy on any weakness. i wouldn't enter the name. >> any of the mag 7 you don't like to own. that includes tesla, microsoft,

nvidia. >> nvidia is -- look at who all their customers are. they're the other magnificent 7 stocks. tesla a little too volatile. we'll see what elon musk unveils this week. i'm sure it will be entertaining. autonomous robo driving could be the test. microsoft, google, meta. metamaking all-time highs. i think these are names you have to boo. the next one, we'll see them stall for a little while and that's okay. >> jay, thanks. >> appreciate. >> it turning to another mega cap cap tech, google. >> they're taking part of the epic gains loss against google. a judge has ordered google to

open up its app store to more competition. the injunction outlines changes including making android app as i available from rival sources. the judge said he would stab a three-person compliance and technical committee to implement and monitor the changes. a reminder, there was a lawsuit filed accusing google of monopolizing. it surrounds the idea of a walled garden. we're expecting to hear initial remedies recommended by the doj in the search case which google lost. certain will i the antitrust pressure continues to keep pressure on google shares. >> deirdre bosa, thank you. let's get to julia boorstin for the cbnb update. >> the state of georgia reinstated the restrictive abortion ban. it halted the ruling last week

that found the laws on abortions unconventional. today's decision allows the restrictions to stay in place during the appeals process. the u.s. imposed new sanctions on the fund-raising network of hamas on the one-year anniversary. the fed is cutting off a sham charity as well as a hamas-controlled financial institution in gaza and three hamas member in europe. a singing joker hit a wrong note. warner brothers "joker" took in only $40 million. it's short of projections that it would gross between 50 and $60 million. the first one went on to top

$100 million at the box office. as we head to break, the dow is sitting around session lows, around 400 points. "power lunch" will have more on the other side. >> announcer: crypto watch is sponsored by grayscale t-mobile's 5g network connects a hundred thousand delta employees so they can make every customer feel like they've arrived before they've left the ground. this is how business goes further with t-mobile for business. do you have a life insurance policy you no longer need? now you can sell your policy - even a term policy - for an immediate cash payment. call coventry direct to learn more. we thought we had planned carefully for our retirement. but we quickly realized we needed a way to supplement our income. our friend sold their policy to help pay their medical bills, and that got me thinking. maybe selling our policy could help with our retirement. i'm skeptical, so i did some

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. welcome back. have you run over a pothole lately? who hasn't. what if we could fill these road wreckers with something that actually helps in the battle to slow climate change. diana olczyk has more. diana? >> well, kelly, potholes are usually filled with asphalt and a petroleum-based oil that combines it all together. one company is working to make a cleaner petroleum-free asphalt that starts with natural gas. natural gas is a cleaner fuel than oil, but it still emits

horrible carbon dioxide when burned. natural gas is made of carbon and hydrogen. now companies are using new technologies to create a cleaner hydrogen, which is also resulting in another useful by product. >> modern hydrogen produces clean hydrogen without needing renewbling power. we do this by splitting natural gas into hydrogen and solid carbons. >> scientists put it where they would normally use their natural gas, but the system first separates the gas into solid carbon and clean hydrogen. the client then uses that emission-free hydrogen fuel, and a pork of it is used to power the system. as for that left-over carbon, hydrogen has a second business. it sells it to asphalt makers. using it makes it stronger, cheaper, and greener. >> there's this $100 billion per year-market that wants to buy

this solid carbon and put it into asphalt. it helps the whole economics. >> this is also one of the cheaper ways for mod them /* them to decarbonize. >> we're always looking for the least cost, least way to do that. this is probably a median expense to low expense. that's what we're trying to figure out with the technology. >> modern hydrogen backed by gates frontier and others. total funding so far, $100 million. modern hydrogen has systems in the u.s. and canada, and its filling possibleholes in six states as well as canada. they're looking into venturing into japan and eventually going global. back to you. >> how does it compare in price with conventional asphalt,

number one and what happens in the process is that solid carbon precipitates out of the process and is collected in some kind of bin or trough or whatever. >> exactly. and what modern hydrogen does is it takes that solid carbon and sells it to asphalt so it creat cleaner asphalt. they have tested it in the pacific northwest and in texas. but they want to take it to colder weather areas to see if it works there as well. they're bringing it to you in new york and new jersey. they're testing it on long island. new york uses about 19 million tons per year of asphalt, and as for whether it's cheaper or not, the company says that the up front cost of putting the entire system at a place where there's natural gas is high, but because the systems work over time decarbonizes as a much cheaper rate that other technologies it will offset the higher cost over time. >> 19 million tons of asphalt has not gone into the cross

bronx expressway just yet. let me say that. thank you very much. markets are around session lows. we'll talk about that a little more next, and as we head to break, cnbc celebrates hispanic heritage. here is peloton vice president of fitness programming, robin, sharing her very interesting story. >> my mom is a cuban refugee. i'm first gen born in the united states. i think about the times when my parents were teaching themselves english, when they were showing up in spaces where maybe they were not only uninvited but unexpected. resiliency lives in my dna and i'm really honored to take up space and look in environments and ask who is underrepresented and how can we bring them in.

welcome back to "power lunch." stocks are sliding throughout the session. particularly in the past hour or there abouts. now the dow down almost 500 points at 41859. 1% declines for all of those major indexes you see right in front of you. wasn't that way an hour or so ago. a couple stocks are moving high.

nvidia is up about 3%, yes, 3, almost 3%. the company hosting a three-day summit in washington starting today. it's up 25% over the past month. that move has pushed its market cap back up above $3 trillion. and past microsoft into second place behind just apple. pfizer higher by 2%. the activist investor starboard bought a billion dollars worth of the shares and approached two executives to assist in its efforts to turn around the company. and generac higher by 8%, the expectation is this will increase demand for its generators. generac's ceo will be on "mad money" tonight with jim cramer. what are you looking if anything to buy on a day like today? >> we're getting a little jittery right now because of news possibly in israel breaking. we saw this last tuesday. monday, we were making new highs in the s&p 500. tuesday, we lived through it live. i was on the floor of the new

york stock exchange as the iron dome, the defense system in israel, was actually being tested. thankfully, it passed that test and then we focused back on economic data. as a former market maker, you look for opportunities like this. you don't wish this upon anybody, but we tend to overreact. we saw it on august 5th with the vix spiking to 65. remember, i was on with conteser brewer that morning. this was an opportunity. i said we would also have aftershocks in the market and it is octobere, people tend to get jittery, and right now, people are just going to -- >> and look how the vix has been performing. that's 18% higher today, and one week higher by 36%. >> if you zoom back out for the last couple months, you can see what you're talking about with the initial spike and we had a couple aftershocks. anything in particular you're looking at? do you look at a thing like energy or elsewhere and stick with unrelated? >> energy is where we're going

to look. we're looking at the xle, occidental looks like it's starting to make a move. these would be safer plays and risk averse. otherwise, you look at some of the stocks we talked about in the last segment, the amazon, netflix, nothing has changed for them. so you want to take advantage of a down draft and probably step in and start to allocate some cash there. these e aropportunities. >> jay, have to leave it there. thanks for coming back. thank you for watching "power lunch." guess who's in the house? >> closing bell is here after a break. >> here comes the judge. welcome to ameriprise. i'm sam morrison. my brother max recommended you. so, my best friend sophie says you've been a huge help. at ameriprise financial, more than 9 out of 10 of our clients are likely to recommend us. our neighbors, the garcía's, love working with you. because the advice we give is personalized, -hey, john reese, jr. -how's your father doing? to help reach your goals with confidence. my sister's told me so much about you. that's why it's more than advice worth listening to.

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at pgim, finding opportunity in fixed income today, helps secure tomorrow. our time-tested fixed income suite, backed by over 145 years of risk experience, helps investors meet their goals. pgim investments. shaping tomorrow today. welcome to "closing bell." i'm scott wapner live from cnbc global headquarters today. this make or break hour begins with the direction of this market. most say up, but maybe a bumpier road than some had gamed out. we'll ask our experts over the final stretch what is in store. let's show you the scorecard with 60 minutes to go in regulation. not a pretty picture. the selling has picked up over the last 20 minutes or so. we have been