we have john merrill of tanglewood wealth management. john is here to talk about what big investing themes will help you maximize profits. we like maximizing profits. david: yes, indeed. liz: bob fuller from spectrum management group is here to tell you why you should stick with, large cap u.s. stocks. we'll wait on that one. bob iaccino at the cme. we begin you with, bob. we got better than expected same-store sales for the month of november. draghi made announcement and didn't say anything. there was some perception later he might do some quantitative easing. what really held the reins of the markets today. >> you're describing the central bank that cried wolf again. how many times has draghi said with more information we're prepared to do what we need to do. i think the ecb council helped a little bit stating, certain members stating they would prepare a large package for him to look at in january, for him to look at. not necessarily execute on. draghi has been extremely successful jawboning euro down while doing absolutely nothing, ke

we have john merrill of tanglewood wealth management. ng themes will help you maximize profits. we like maximizing

don't put me in the john johnny-come-lately merrill lynch camp. people are raising the price target. you can't play amazon because we don't know what they are doing. now suddenly we say, wait a second. our way to play amazon is fedex and it's going higher. >> you prefer that? >> i prefer my charitable trust buying ups because it's not as bad as people think. ups missed last year's christmas so badly. they did preannounce already. it was horrible. ups is such a great company. i would not bet on them to get it wrong again. >> all right. that's good. that is a nice order of preferences there. there is fedex versus ups. >>> falling oil prices resulting in bad news for russia. the r-word is popping up. also ahead, former best buy ceo brad anderson. take one more look at the premarket. not looking too bad on a tuesday. more "squawk on the street." >>> oil prices back on the decline after rebounding after five-year lows. russia warns it expects its country to fall into recession next year due to falling oil prices and sanctions with ukraine. his populari