we're tackling the postgame analysis and set up for tomorrow with traders dan nathan, brian kelly, josh brown and guy adami. straight to the markets here. does this year's relentless rally have what it takes to avoid the sell in may and go away trend? in fact, take a look at this. more than 50 years of data show the dow on average returns less than half of a percent between may and october.ç history is on your side, beeks. >> history is on my side and i'm still selling. everything that i thought would happen where the economy weakens, you get bad earnings happened, and the stock market hasn't gone down. there's another dynamic going down. individuals are putting money to work in the stock market to get that yield, to get some kindle of return because there's no other alternative. to me, those are very weak hands and that's a scary trade. >> that seems like a lame reason -- >> what? >> no, not your reason specifically but just to say it's the calendar and we're turning to the month of may so therefore that's why you should be skeptical. >> i thought b.k. was just going to get up and wal

pair of bearish calls from dan nathan.in february, dan took the bear side in a street fight, take a listen. >> i actually see that top line declining, analysts expect it to decline. it is declining. it is not an expensive stock. at ten times earnings. earnings are expected flat for years to come. sales are declining here. it's really hard to make a valuation case here. >> nice call, staples is down about 10% since that street fight. i like how in the sides we use less paper and paper products. >> if there was any street cred a guy could have. >> i'm that guy on the bottom of the e-mail that says think about the environment before you print this. >> oh. >> that stock was up because of merger, who was it office depot? i don't buy stocks on spikes. i thought you'd get this one coming to you. here it is down 10%. >> now on to the bad. few weeks before staples' call, dan in a boeing debate. here's what he said. >> to me, what they have here is a big pr problem. i'm actually not looking at the type of airplane. and i will be rig

a heated one about what dan nathan actually said about apple.rms of calling it the buy of the century, at what point is apple the buy of the century. >> i'm fairly certain i said on the next puke. >> that is what? zl the next 5% down move on rates. if they come in lined with lowered expectations but guide june kind of soft and then do not have the news people are expecting, i think you see the stock back to the 370 level. i think down there, that's the buy of the century? >> so it's 25 points. >> i think it's 5% to 10%. >> let's move on. fast or fiction. china will see a selloff in the next month? dr. j, you have seen some pretty bearish activity on the side which led you to this conclusion. >> it's the buy of the last ten minutes. this was a very large trade, folks. and a serious one. because somebody made about $15 million by buying a whole bunch of puts in the fxi, the china etf. they made that over the last couple weeks. they bought 50,000 of these puts at the april 30 strike. they ran a $3 profit. they didn't take it off the table. they sol

. >> dan nathan.ial. >> don't buy premium into earnings, week of, weeklies. it's kind of dangerous. i would say the staples trade, the health care trade is getting a little crowded. the ball is really low. look out a little bit, don't just focus on the earnings and i think you can pick some spots. >> mike? >> gold could be cracked on the ice. i don't want to stand on it. >> would you be bearish gold monday? >> i certainly wouldn't buy it. i think it looks terrible. >> all right. very plain spoken. looks like our time has expired. i'm melissa lee. have a fabulous weekend. check out options action cnbc.com.

dan nathan has a way to make money on disney if the stock goes up, down or nowhere at all. ♪ >> it ain'to fairy tale. but it is his trade on the mouse house and he'll show you how you can make money, too. and gamble on procter? scott nations has a trade to quadruple your money the action begins right now. >> i'm melissa lee. these are the traders here in times square. stocks continue to flirt with all-time hikes but the options action desk has a bold message. don't believe this hype. this rally is masking some pretty troubling signs. let's find out why and what they're thinking about and let's start with the desk skeptic, who made a nice little wardrobe change, little -- you put a little clark kent action, with the jacket. >> super strength here. hey, you know, it's interesting. you know, one of the words of caution as we're heading into earnings season was the preannouncements. they were coming in hot and then we also had at that time a lot of macro fears. but the market hasn't cared. the s&p is 1% from the all-time highs. we had the gdp print this morning that was obviously disappointi

dan nathan says yes and he has a way to almost triple your money in just one month. he'll explain how. plus, talk about a sweet home trade. we have a way to how to make money. they'll break it down. and is mastercard maxed out? scott nations says no, and he's got a way to get long the stock for just $5. the actions begins right now. live from the nasdaq market site in times square, i'm melissa lee. here are the traders here and in sunny los angeles. the dow and s&p recovering from a weaker than expected jobs report, but it's trouble in tech land that has this desk worried tonight. apple nearing a fresh 52-week low and perhaps more troubling, google, which had been one of the hottest stocks this year, nearing correction territory and having a very rough day. so, we asked tonight, is this a buying opportunity or is tech, in fact, in trouble? let's get in the money and find out right now. dan, you're bearish by nature, so, i'm guessing that you're worried? >> here is the thing. today apple was flirting with that 52-week low. it made a break to the end of the day, go dow

i'm in the dan nathan camp. >> the bear company. >> camp well-dressed. >> not.e good, bad and the ugly. speaking of your shirt -- [ laughter ] first the good on new year's eve, bk made the case for hewlett-packard. here's what he said. >> looks like they probably purged all the bad news in the stock. so now you have a cleaner company that's a little more visible, a little more clarity in it. yeah, i would buy here. >> th that turned out to be a great trade. he hp is up 62% right here. >> i would -- 60% in a quarter, i think you got to at least take half off the table if you happen to get it at that low price and you're in it now, take half off and let the other half ride if you still want to be in it. >> beakers was looking for a short play. take a listen. >> i think it's the best short out there. earnings tomorrow morning. when you look at the ethanol spreads, they're losing money again. if we have bad earnings, it gaps lower, you get out or sell more short. >> well, adm is up 14% since that call, beakers. >> yeah, that was a bad call. they continue to lose mon

get in there, dan nathan, sell puts and collect a big premium. otherwise i wait a couple days for this to shake out. i think 70 is a steal for f5. >>> all right. japan's nikkei surging overnight to 4 1/2 year highs following unprecedented stimulus measures. some of the world's biggest and smartest investors have a lot riding on that trade. kate kelly is here, what's emerging as the next big hedge fund brawl. >> japanese equities and falling yen. japan bulls of late included third point, siros capital managements and a number of others. the bank of japan announcement this week it's launching a massive monetary easing program fueled the trends with the nikkei ripping upwards and yen plummeting against the collar. in an interview with cnbc's bernie lowe earlier today, george soros discussed his own bearish view on the japanese currency specifically. >> what japan is doing is actually quite dangerous, yes, because they are doing it after 25 years of just simply accumulatie inine ining deficit getting the economy going. if the yen starts to fall, whic

we're tackling all the post game analysis and setting up for dan nathan, guy adami and mike khou.e record debt deal aimed at raising capital to fund the

so if apple were to break down just like dan nathan said i would love to jump on that. >> the first thingone of those things where it drifts back low sner. >> are the gains in tablets in devices sustainable? taiwan over the past three years has gotten half of the revenues, more than half over the the three-year period from the tablet market alone. anybody not own a tablet anymore? how many more are you going to buy? therefore how many more chaps can be sold. the other thing is intel and samsung are going harder into the boundary space. >> and it's the new chips that intel is coming out with. the ones of lower power consumption. that is key for intel to break into that and take market share away. >> right. let's get to is this. we are seeing that stock decline despite the earnings. it's all about expectations, because they were high expectations going in. >> and last night it broke down pretty hard. it makes a real nice move, gets all the way back into the green during the show, and this morning it takes it all the way back down to last night's lows. they are trying to fight off the lows h