guilty as charged. >> that is adam parker. back with us too at post 9. soeema mody for the biggest names moving into the close. >> less than 40 minutes left in trade and the latest analyst shows that a black friday sales fueled demand for toys an games and that is sending shares of mattel higher on pace for the best day since july. mattel saying they saw strong sales out of the holidays and are expecting positive growth in the fourth quarter. that optimistic holiday outlook is helping shares of hasbro, the stock is up about 3%. and then take a look at shares of roku. jumping about 10% as laura martin said the streamer is likely to be scooped up for a large premium in the next year. martin writing that roku current base pricing power and data sets make it an attractive acquisition target and potential buyer could include netflix and trade desk and we'll watch that with shares up 9%. >>> we're just getting started here. tony pasqureriello is back. we're live with the new york stock exchange. you're watching cnbc. the dow is good for better than 300. - [nar

let's broaden the conversation bring in adam parker and our senior economic supporter steve liesman. ong the -- adam is a cnbc contributor, by the way. steve, among the unknowns is what the fed is going to do after tomorrow because i think we can all agree that the consensus is that you are going to get another cut but then kind of all bets are off. so hawkish cut is that baseline, you think, for tomorrow >> yeah, for sure. i think that's what is dialed in here i think the fed is going away for christmas in the new year's and come back in january and not do much of anything. i think they will pause in january and maybe the next meeting in march as well, scott, because i think they want to resolve all of the issues that trouble miss liz ann some feel for the direction of policy, are you going to get some of the bad stuff first, maybe some of the better stuff later? what's the sum total of the impact and they will watch the data, scott. i think that one of the things that the market may not have figured out here, and i am thinking about these days, is it a hawkish pause to the extent th

joining us to break it down, adam parker. adam, great to see you. thanks a lot for coming on.we get to the end of the year, really interested in your thoughts thematically on whether any of these trends that have been so entrenched will continue or ripe for reversion next year. you have passive over active. it's been really hard to beat the market. you have large stocks over small stocks, growth over value, u.s. over the rest of the world. all of those things seemingly at extremes, yet it seems tough to bet against them at this point. how would you come down? >> yeah, i mean i take each one one at a time, mike. and thanks for having me. happy new year, by the way. look, i think the u.s. vs. the rest of the world, i think the u.s. has a superior set of assets. so, unless it's a huge, you know, change to the corporate constitution of the other countries, i like the u.s. the most. growth versus value is tricky, right, because there really aren't that many megalarge cap values in the whole universe. if you're trying to beat the s&p, you probably have to own 2/3 growth to beat the