there have to be concerned dan nathan on the next show "options action" tweeted earlier it's the quickestin history in terms of rotation in and out of banks we'll see. u.s. banks on just valuation in terms of earning power are great. the concern is if something is happening -- >> then piece of the market overall. there is not precedent for equities going higher when financials slump. >> banks do not show up in the quarter or month it's health care, industrials, technology, those are the sectors performing so when you are waiting for this bounce that might never come, tim started off the segment talking about european banks that's only another headwind to avoid banks. >> we had the conversation so many times and i think that there's been not extraordinary moves to the banks but we have seen the rotation multiple times. yes they underperform but we are talking about one or two%. if i look at nine or 12 month period it's not that dramatic. i hear you guy on deutsche bank. but if we got say done saying i'm not saying we're right but us bank balance sheets are as good as they've been. >> what'

>> maybe not video game stocks are tanking, but dan nathan says one is poised for a bounce. you the setup plus, amazon is now a $2,000 stock. >> good lord that's a lot of money! >> you bet it is, but good thing mike ko has a way to get in the stock for less than $20, and --

. ♪ i'm singing in the rain >> cloud stocks are on a tear, and dan nathan says there's one name thatould be next to break out, and he's got a way to buy it for less, and -- ♪ ♪ ♪ feels so good

and soup and cereal stocks could be bad for your portfolio sell so says dan nathan and he has a way to profit. plus talk about hanging tough, despite rising oil and rising rates, retail stocks rallied 5% this quarter but watch out, it might be time to ring the register it's time to make more options action begins right now. >> we start are retail hanging tough this quarter, rally more than 5% in the last three months this in spite of rising rates; tariff concerns and rising gas prices and back on its best year since 2013 the retail rally could be in trouble. so let's get straight to carter to break it down. >> that's right. it's been quite dormant for the past 2 to 4 weeks and xrt. it's 96 stocks 2.2 trillion and a big chunk of the s&p, 8.3%. so let's look at some charts and see if we can figure this out t. brands, the names you know, including amazon and walmart big competitors, kroger, walgreens and the list goes on and on costco, macy's, ebay, target the first is the xrt itself and then, which is key, the relative performance to the s&p 500 one, what we know is that we made a slight

. >>> soup and cereal stocks could be bad for your portfolio's health so says dan nathan, and he's got a way to profit. >>> plus, talk about hanging tough. ♪ oh, oh, oh

. ♪ i'm singing in the rain >> cloud stocks are on a tear, and dan nathan says there's one name thatould be next to break out, and he's got a way to buy it for less, and -- ♪ ♪ ♪ feels so good >> energy stocks are this week and they may have gotten so bad they're actually good. we'll tell you how to play it. it's time to risk less and make more the action begins now. >> and we start with the energy space getting hit this week. crude falling 3% taking oil stocks along with it the oih oil services etf falling 7% and the oil and gas etf down 6% and energy was one of the worst performing sectors of the week, but the chart master says the charts of one area of the energy market have gotten so bad they actually look good. let's get straight to carter over at the plasma hi, cater. >> it's a direct opposite trade from what mike and i did three weeks ago waiting for energy overall to plunge. now to some extent that's happened oil service stocks are exceedingly bad, and i think at this point they're so bad they're good xle, you know it it's the etf for all energy and it's effectively two stock

. >> dan, nathan. >> cramer my maga coming for your fang. >> buyer of ma gachlt. >> a buyer of mag avermaet. >> microsoft, apple, google amtzen. >> just a little g p we had a conversation about red hat it traded down to the level we talked about. >> it did 130ish now look at bounced today. i think if you look at the red hat, the bottom might be in. i would say get long red hat here mel. >> that does it for us at "fast money. see you back here on monday in the meantime don't go anywhere options axe starts right after this break ♪ september ♪ ♪ while i'm chasing the clouds away ♪ ♪ the ringing in the key that i souls ♪ as a supervisor at pg&e, it's my job to protect public safety, keeping the powerlines clear while also protecting the environment. the natural world is a beautiful thing. the work that we do helps protect it. public education is definitely a big part of our job, to teach our customers about the best type of trees to plant around the powerlines. we want to keep the power on for our customers. we want to keep our communities safe. this is our community. this is where we live. we

dan nathan says that could spell trouble.e's got the trade it's time to risk less and make more the action begins right now. ♪ >>> and that is where we start tonight. good evening, everybody. with the bond yield breakout the 10-year yield touching 3% the first time since the beginning of august, the third rail has been a key level for rates. typically banks should be knowing the ride higher but the financials have been stuck in the mud. let's get in the money right now, dan you are playing the banks. >> it's not even just on the year on the week, the s&p closed up 1% xlf, the tracking most major banks was down 1% on the week and there was a newsy week in the banks. decent nows out of goldman decent out of jp morgan, citi, on the fundamental front the stocks couldn't rally. wells fargo i don't know if you checked this process it broke the uptrend that it's been in from the april lows, the regulators are still all over that jamie dimon gets in a match with the president. >> goldman was down for like ten straight days. >> i look

bonds are tumbling and dan nathan has a way to make three times the money in just two months it's time to risk less and make more the action begins right now. >> and that is where we start preponderates giving a boost to the banks. the financials the second best performing secretary they are we can for the markets although reversing today. citigroup surging 5% jp morgan 4% goldman and morgan stanley up 3% financials lagged the broader market this year even as interest rates climbed but the move in the 10-year yield above 3% this week sparked the rally wall street was waiting. and dan looks at the tlt. >> i'm looking at the fed meeting next week and then we have one in early november and third one in mid-does. the way i'm seeing things and some of the guidance we get sfr companies and just the commentary we see from our trading partners it seems like that we have a trade war here. we have some slowing, economic data gleblly we are starting to see some companies talk about the affects of tariffs me when i think about fed fund futures are pricing 100% on they raise 25 basis points next we

>> maybe not video game stocks are tanking, but dan nathan says one is poised for a bounce. he will give you the setup plus, amazon is now a $2,000 stock. >> good lord that's a lot of money! >> you bet it is, but good thing mike ko has a way to get in the stock for less than $20, and -- it's apple's best month of the decade but if you missed a move, we have a way for you to get long for less it's time to risk less and make more the action begins right now. >> and we start with apple the tech giant posting its best month in nearly a decade the stock soared more than 19% adding $180 billion in market cap. for reference that's about the total size of a company like coca-cola or citigroup if you missed the move, how can you get in now let's get in the money right now. mike >> so, obviously with the stock trading very close or on its all-time high i'm not going to encourage people to rush in and buy the stock here, but the valuation still looks reasonable as long as iphone sales don't take a big downturn. we do have a catalyst coming up and we have product announcements and that

. >>> soup and cereal stocks could be bad for your portfolio's health so says dan nathan, and he's got a way to profit. >>> plus, talk about hanging tough. ♪ oh, oh, oh despite rising oil and rising rates, retail stocks rallied this quarter, but thechart master says watch out. it might be time to ring the register he will break it down. it's time to risk less and make more the action begins right now. >>> and we start with retail hanging tough this quarter the xrt retail rallying more than 5% in the last three months, this in spite of rising rates, tariff concerns and higher gas prices. trading within just a few percent of its all time highs. the chart master says the retail rally could be in trouble. let's get straight to carter to break it down. >> it's actually been quite dormant for the past two to four weeks, and those who care about the fundamentals, apparently the comps are going to be nearly impossible as we go forward. anywhere, xrt it's a great etf, almost equal weight. it's 96 stocks you can see the numbers here, 2.2 trillion, and well, a big chunk of the s&p, 8.3% first, th

. ♪ i'm singing in the rain >> cloud stocks are on a tear, and dan nathan says there's one name thate next to break out, and he's got a way to buy it for less, and -

bonds are tumbling and dan nathan has a way to make three times your money in just two months it's time to risk less and make more the action begins right now. >>> and that is where we start rates getting a big boost to the bank the financials are the second best performing sector this week in the markets although reversing. citigroup and jpmorgan 4%. jpmorgan up 3% despite a big week, financials have lagged even as interest rates have climbed higher. the move in the ten year yield moved up this week sparking a rally wall street was waiting for. dan is taking a look at the tlt. >> i'm taking a look because we have a fed meeting next week and one in november and a third one in mid december here the way i'm seeing things and some of the guidance from the companies, just the commentary we're seeing from our trading partners, it seems like we do have a trade war here. we have some slowing economic data globally. we're starting to see some companies talk about the effects of tariffs here. when i think about this, obviously the futures are pricing 100% chance that the fed raises op ed funds 2

bonds are tumbling, and dan nathan has a way to make three times your money in just two months it's time to risk less and make more the action begins right now. ♪ >> and that is where we start. rates getting a big boost to the banks, the financials the second best-performing sector this record week for the markets, although reversing today check out the moves. citigroup surging 5%, jpmorgan 4% and morgan stanley and goldman up 3%. despite the good week, financials have lagged the broader market this year even as interest rates have climbed higher, but the above in the ten-year lead finally sparked the rally. and dan is looking today at the tlt. >> i'm looking at it, because we obviously have a fed meeting next week and one again in early november and then a third one in mother's day december here and the way i'm seeing things and some of the guidance we're getting from some companies and some of just the commentary we're seeing from our trading partners, it seems like that we do have a trade war here, we do have some slowing economic data globally we're starting to see some companies tal

. >> maybe but soup and cereal stocks could be bad for your portfolio hell so says dan nathan and he has a way to profit. plus talk about hanging tough. despite rising oil and rising rates, retail stocks rallied 5% this quarter but the chart master says watch out, it might be time to ring the register he will break it down. it's time to risk less and make more the action begins right now. >> and we start with retail hanging tough this quarter, the xrt retail e tf rally this last month this night of tariff concerns and higher gas prices. the xrt trading within a few% of the all-time highs best year since 2013 but the chart master says it could be in trouble. let's get to cart he plasma to break it down. >> it's been dormanen the past two to four weeks. and those who care about the fundamental apparently the comps are impossible anyway, xrt, a great etf rermt equal waiting. 9 of stops you can see the number here. 2.2 trillion and -- well a big chunk of the s&p 8.3% let's look at charts and see if we can figure it out first brands names you know biggest prominent, amazon and wal-mart gr

. >> one trader just made a $7 million rebound ahead of facebook our dan nathan is over at the mraz to break it down. >> it's not a $7 million back especially when it closed in a four-month highs and it was about one and a half average daily volume and there was this one trade that you talked about that stuck out to options traders. it was an opening buy in january 2020 expiration, that's 17 months from now a trader paid $3.50 for 20,000 of the jan 2020 270-calls for $3.50 up 60% from the current trading levels and up 25% from the levels that we were at in july and this is not a great way to make a bullish bet if you are not already there, but the main point as i suspect, this say very long holder levering up the position and he thinks this stock or she is way, way overdone and i want to go to the chart because this is important when we talk about what is a good probability bet it's about a 15% probability that these options are in the money on jan 2020. here is this massive gap from july that's when the company guided to the fact that they'll be spending more money from investors to k

nathan. >> shout out to steve up in maine big fan of the show recover here buddy and stay tuned xlfment define risk short on the way. >> what would dan do next. >> guy adami. >> you do a show called the halftime report. great show by the way. >> thank you. >> unbelievable job. >> thank you very much. >> we do a show you're hosting we share a page we her name is michelle today is her last day there she is she is going on -- one of the best we have had. >> one of the best we have had. >> good luck. >> just saying >> with that. >> have a great weekend everybody. >> no wait you got to get final trade where you going. don't go away. >> hurry up. >> see the quarter adobe had. >> that does it for us catch us back here 5:00 p.m. monday monday fidelity. open an account today. . ♪ there is something in everything about you. ♪ ♪ baby come back. kayak compares hundreds of travel and airline sites so you can be confident you're getting the right flight at the best price. cheers! kayak. search one and done. and i am a certified arborist for pg&e.ughes i oversee the patrolling of trees near power lines and roots near pipes and underground infrastru