it's on a border there by some him or a bit lost with g e. america reserves dillard's him the most he or she had with the neighbor dora alu. oh me or in the book i'd like is the person in the garage it? demography is sort of broad. was a block of our busier division. yesco or greenland is for 3 of which is on the soaps, laughing juliessa when you were 3 of them of machine house, 1st from america for your root canal, gushing economy, scale mustang. until greenland, you will be sure this will most of the speech must have been laid. silly does fit in another way, but i believe we can. yes. which by at them we have so. but a mega who are tom stole crane. those nice boys. the weights, soaps, me, but then sal it's lee was mosquito nestled turnover has of it. yeah. what it, i will korean is by it. so i finish now posting that don't just let me know. probably a good answer she plaza. it's to me telling me said you wanna look up on me if it's great, alex from work less than 90 to so you come on there, go to san raphael on the 13th yet it was to put lethal crane that most of the street that had

it's on a board that grab some him or a bit that last little you america reserves dillard's him than us here or she have with a neighbor dora ali. oh me are in the book, back in the president, the garage, you democratic bishop sort of pro or was a block of our busier division used to greenland through which is on the slopes, laughing juliessa, and you whistling them of nothing else from america for your browser rules than they are gonna shake and let me skip mustang until greenland you will be short of this will also most of the teach must i will in late say ladies fit in another way, but i will keep watching as to which they play at them. we have so, but a mega who are tom stole crane and those nice boys awaits soap. sleep with and sal it's lee was mosquito nestled in the videos of it. yeah. was it i will go crazy by it. so i finished posing that don't just let me know. probably a good answer she plaza. it's to me telling me said you wanna look up on me if it's great, alex from work less than 90 to so you come on there, go to san raphael within the city, yet it hooked up with little

rabbi, some im are a bit lost in the room, but ear america reserve has dillard's them the most he or she have with the neighbor. dora a window booked a bike is a personal declarative demography is sort of not broad. was a block of our busier than a visual. yessir. grayling is through of which is on the soaps. laughing. theresa, when you will leave them of machine now. so from your computer your browser loosen . i haven't seen a can let me skip mustang until greenland. you will be short of this will. most of this teach best i will in late see ladies fit another would be nice, but i will only put in yes, which by at them we have still been a mega who are tom stole crane. those nice boys. the weight soap sleep, what can sell if lee was mosquito nestled to know because of it. yeah. what you tell korean is by it. so. yes, no opposing, don't just let out of michelle. oh, probably a good answer she plaza leads to me, killing me said, wanna sort of i me it's gray lot from more western they need to so you can on their go to san raphael within the city it, it was got put lethal crane that's mo

in the last 24 hours we've gotten numbers that are too good to believe let's start with dillards thatd to call dull-ards. a magnificent quarter, they are earned $9.81 a share and analysts were looking for $5 how is it possible there is so much demand that dillards doesn't have to run promotions to get people in the store. no wonder the stock rallies 10%. and fossil, i remember when the seller of watches looked like road kill because of the apple watch but also because who needs a wristwatch in a world where everyone has a smart ipphone. today fossil stocks skyrocketed up 23% that is the kind of move from a takeover but they reported a glorious quarter. and fossil used to discount everything, not this time. they've added all of the inventory they need despite the congestion problem how about kate spade and stuart wiseman saw a fabulous quarter coach is putting up numbers that remind me of the old days when they led the retail cohort management would come on the show all of the time they raised the forecast thanks to more shoppers and higher prices nothing promotional here what do we ma

up 46% macy's 171 dillard's 355.an outfitters do you stay with these moves or do you have take profits >> those names, most of them on that list, scott, you stick with we had a couple big ones that popped today, cpri, capri holdings as well as bed, bath, and beyond, both had monster pops just in the last 24 hours those i think you take some back you basically saying some off the table, maybe 50% or more but the rest of those, target, in particular, walmart, you hold them into the holiday on black friday at least. >> that dillard's move a new record high today for that one new 52-week for cignet, new 52-we can for macy's that's quite a move. back with more after this. actively managing investments in the world's public and private markets. outscale, with the resources to serve 1,500 clients in 52 countries. and outlast, with long-term conviction that looks beyond today's volatility. join the pursuit of outperformance at pgim. the investment management business of prudential. if you wake up thinking about the market an

days and expect s are high look at gains in some of the retail names over the past three months dillards up almost 75% and macy's higher by 64% and signet outpacing the msrp in the same period so how are you playing retail heading into this week? a big week for earnings and a head of black friday, my favorite time of the year. guy, let's start with you. >> we're fortunate to have this for you because you're expert in the space. but the first thing i saw today was the $1.8 billion stake that i think mantle ridge took in dollar tree. >> that got that space off to the races. we talked about dollar gen but quite sometime but i look at costco and williams sonoma ahead of earnings and restoration hardware that sold off and is bouncing now and we're seeing it manifesting itself in some of the stock performances so i look at target and say partly sunny about to break out of this potential double top i think target looks the most interesting out of all of them to me. >> tim, what about you >> well, the setup is incredible and again, this is something that you kept your eye on many years. but this

it is a neat trick in many cases revenue growth has been modest or nonexistent kole's and dillard's forthe same revenues of a few years ago but the earnings is higher some of this is because corporations have learned to operate more efficiently so more of the profit flows through to the bottom line, but it is also because there's a constant endless stream of buybacks now, many retailers, including target, kohl's and tjx suspended buybacks during the pandemic, but they've since returned to buying back stock. tjx purchased 300 million in stock in the second quarter, which was the first buyback since first quarter of 2021, and they're increasing now with a recent report. with cash flow increasing, should companies go back to buying stock some would prefer companies increase the dividend instead. the thing here is the companies want them to invest more in terms of the company and put more back into it. but, you know, they already are. for example walmart is spending something like $13 billion in capital expenditures this year simply put, buybacks make earnings look better and companies want

i forgot and i will come on. dillard mclaughlin. uncle? yup. little now starts beside your storage spot to put you on your ear, the young erna dobbs w. look on as to the weights. i'm wondering if they're ballasa libra, buckeye, minnie deborah mccord. miracle it up. prudent. she 3 supreme court, dahlia geo. it's everybody called e at the got them ordered, which is poison talking to the language government, but as soon pecans lexical into religion each. yes ma'am tucker at the black box. there should've been come up when you want, which new computer or verbal go idea one. camara year seen only a see from with com martha? it's actually from i've kind of, i have said, yes, your critical been come on for jude is actually if you wish, nick, but good check. swim will compute little he's been come on the chief. i'm could you, spencer, ear that you, nobody will come on to dispenser all the way on with them all genia solution because it is a shit. the clean up. and actually at the funeral, charitable chair, if i'm for i've been, you can choice was not no

you know, the most that, you know, has dillard balls. they go out and give you a little slow boost cable, talking thin with like noon and the men p. c. in bought it. i've listened peasants. it is centered at dickerson portfolio. anita gets one off this morning of public. so the casino and one for the eggs, them up big for tense. stage boss gave you a preview that dumped them on say it says some ink as far as that. the al, neatly sit in such as a they bought for summers is now on your arms on while i was missing versions of yeah. when you go to post that his statement of his, of his, i like the munger, them the boy. well, it was a began eob. i'd been for nobody knows a lot. so do whisky. i'm listening garbage modules from wisconsin. yeah. sees a milk at pretty self. see it not so you can actually in one but you for just pretty does if don't know and a phone on on. yeah. a little bit like job a dozen as a he did anybody from the night where does he have like a joke. one, learn more about the higher men and it was what was on it for job a d

said yes, dillard identified, we don't know what these are could be, could not be. so they've been having this task force. now, this is just another part, bureaucratic step. they're moving it into a working group. so what that does is it sort of finalizes the chain of command. it also include includes members of the intelligence community, but able to get them to the point where they can actually know who to report to and evolve more parts of the department of defense. ah, so it's more of a formalizing of the process. they're going to have a budget. they're going to involve the intelligence community as are now just, they're going to be the airborne object identification and management synchronization group. ah, i type a quick check of the top stories here on al jazeera, at least 30 on refugees and migrants trying to reach britain of drowned in the english channel of near calais after their boat sank. it's the worst as aust on the crossing since the u. n's international organization for migration started keeping record 7 years of this disaster underscores how danger

i started out on able to come on dillard mclaughlin, uncle. yup. little nasty. it's beside nor storage. bob got to put you on your ear leon credit off stuff on it. look on s t 3, it's um underneath their ballasa, libra, buckeye, minnie deborah mccord miracle without buddha stupid, which had been called dallied yards or probably caught you at the got the money which is poison talking to way more got money. but as i'm seeing people on lexical information, e g, yes, ma'am tucker at the black box, there should've been come up. when you walk, i wish the computer room go idea. when camara, you see genuinely, i see from camara, potentially from i've got a my, a trivia near critical. ben come on. she said that she if has room wish nick, but good check swim will compute little he's been come out, the chief, i'm could be dispenser. ear that you, nobody will come on to dispenser all the way on with them all genia for mission because it is a sure to clean up our national debt of getaway. charitable shania. it's, i'm proud of the neocon and shore floors not notarized. bestbu

come on dillard mclaughlin, uncle. yup. little nest. i was beside nor storage. bob got to put you on your ear, leon, cut it off somewhere. luck on phone. asked you to wait a minute. there. ballasa libra buckeye. many deborah mccord miracle it up. booter secrets have been called valid yards. are probably caught you at the got the money, which is poison talking to language. got none of them seemed people on lexical relations, each asking tucker at the black box. there should have been come up when you walk away from the computer room go idea. when camara year seen only a see from with comma potentially from i've got a wire failure near chris golden. come on for judas, actually if one wish nick, but good check swim will compute little he's been come out. the chief, i'm could be dispenser. ear that you, nobody will come on to dispenser all the way on with them. all. ginger full mission, the she getting is i should the glee ankle or national debt of getaway charitable ching? yeah, it's, i'm probably neocon choice was not, not his best option at nissan sheds. when wis

come on. dillard mclaughlin. uncle. yup. little north star, it's beside north stores. bob got to put you on your ear, leon printed off some nice luck article. asked you to wait a minute there. ballasa. libra, buckeye. minnie deborah mccord miracle. yup. router a steve richard from corner dallied yards from dominican e at the got the morton, which is poison talking to lima kaufman. but as i'm seeing people in luxor calling from h e to yes. kind of thought right at the black box. there should've been come up when you walk on, which the computer will go idea when camara, your ceo only a see from will come arthur. it's andrew ashley from i've got away. i have forgotten your critical been come on. she was at the cliff room. wish nick, but good check swim will compute little he's been come out there. she could be dispenser ear that you nobody will come on to dispense her all the way on with them all. ginger bush bush, because it is a should the glee uncle or national or at the funeral or charitable chair, if i'm for i've been your can choice was not notarized. the stock fish

come on. dillard mclaughlin. uncle, yeah, thought nascar, it's beside no stories for i've got to put your ear liam, turn it off. so i'm gonna have to look on the phone as to the weights. i'm wondering if there ballasa are libra buckeye. many deborah mccord miracle it up. put her as chica richard from cordelia george herbert caught ear to konica moore's, which is poison talking to way more government. but as i'm seeing people on lexical relations, each i guess not thought cra at the black box, there should've been come up. when you walk away from the computer room go idea one ca, martha here seasonally or she from would come are thought potentially from i've got them i have for ya here. crystal ben, come on, choose up. actually it was almost nick, but good check swim will compute little he's been come, margaret chief, i'm going to be just friends. her ear or you know pretty more come under dispenser all the way on with them. all ginger permission visiting is a should the clamp or national or at the funeral or charitable shania? it's on brown been european shore floors. no one, no toys

and that will come on. dillard mclaughlin. uncle yup. will not start. it's beside nor slowest. bob got to put you on your ear clunk. erna dobbs dominates, mechanical asked you to wait a minute there. ballasa. libra, buckeye. minnie deborah mccord miracle. yup. router as chief rates have been conducted, yards are probably caught you at the got at the morning, which is poison talking to when we're gonna. but as i'm seeing people on lexical relations, even to just kind of tucker at the black box, they're sort of been come up when you war originally, computer room, go idea. when camara, ear seen only a see from would come up potentially from i've got to why i have certain critical don't come on for judas. actually if you will. mission it. but krycek swim will compute little. he's been come out there. she could be spencer, ear or you know, pretty more come on to dispenser all the way on with them. all. ginger pollution fresh cuz it is a shit to clean up our national at the funeral. charitable shania, it's on prom, been jo, can short floors not notarized, astonishing at nissan sheds

come on dillard mclaughlin, uncle. yup. little nest i was beside, nor stores. i've got to put you on your ear leon credit offs dominate. mechanical asked you to wait a minute there. ballasa libra, buckeye. minnie deborah mccord miracle without pewter. she 3 supreme court valid yards. her probably caught you at the got the morning, which is poison talking to ramos kaufman, but as him seemed coupons lexical relations. e. jessica tucker at the black box. there should have been come up when you walk away from the computer room. go idea. when camara year see genuinely a see from with comma, italian ashley from i have sergio nicholas copeland, camara. judith actually if you wish, nick but krycek swim will compute. little ease been come out that she could be spencer ear, that you nobody will come on to dispense her all the way on with them. all ginger portion that she was getting as i should the glee uncle financial her at the funeral. charitable shania, it's, i'm problem been jo, can enjoy florida lot notarized, astonishing at nissan sheds when wishing you come. that

come on dillard mclaughlin. uncle. yup. little now starts beside, nor florist bob got to put you on your ear. leon turned it off. somebody had laconically asked you to wait a minute there. ballasa libra, buckeye. minnie deborah mccord miracle it upward. her secrets have been called dallied. yo, it's everybody caught you at the got at the mores which is poison talking to ramos kaufman, but as i'm seeing people on lexical relations, each. yes, ma'am. tucker at the black box. there should have been come up. when you walk. i wish the computer room go idea when camara year seen only a see from with comma, potentially from i've got to why it's really up near critical one. camara. judy said that she if has will mission it. but good check swim will compute. little ease will come out that she could be spencer ear, that you nobody will come on to dispenser all the way on with them all. ginger pollution because it is a should the glee ankle or national debt of getaway? charitable china. it. i'm probably neocon shore flores not, not hi

wish they had started out on the bus to come on. dillard mclaughlin, uncle? yup. little nurse david's beside nor slowest. bob got to put you on your ear. the younger daughter dominate, laconically as she thought somebody there, ballasa libra, buckeye, minnie deborah mccord miracle it upward. her secrets have been called valued yards . her probably caught you at the got the morning, which is poison talking to wayne, we're got none of them seemed to transact sick with dramatic e. jessica tucker, at the black box. there's sort of been come up when you walk away from the computer room. go idea when camara year see genuinely i see from with comma potentially from i've got a wired failure near critical. don't come on, judas. actually if one wish nick, but good check swim will compute little he's been, come are the chief, i'm could be dispenser. ear that you're, nobody will come on to dispenser all the way on with them all. ginger pollution because it is a should the glee, uncle financials are at the funeral or charitable shania. it's, i'm problem been jo, can choice was

you wish they had talked about on that would come on dillard mclaughlin, uncle. yup. little nascar, it's beside no storage. bob got to put you on your ear. leon credit offs dominate. mechanical s t the weights. i'm wondering if there ballasa libra buckeye. many. deborah mccord merkel it up puter. she 3 supreme court valid yards. her probably caught you at the got at the morning, which is poison talking to layla got none of them seemed to transact circle into religion even to just kind of talk her at the black box. there should have been come up when you walk away from the computer room, go idea one. camara ear seen only a see from with comma, potentially from i've got a wire failure, nickerson come on for. she does it actually, if you will. mission it, but good check swim will compute little he's been come are the chief i'm could you dispenser ear that you know pretty more come on to dispenser all the way on with them. all. ginger pollution disconcerting as i should the glee anthem our national debt of getaway charitable shania. it's on brown been yoke and shore floor

come on dillard mclaughlin, uncle. yup. little nest. i was beside your storage spot to put your ear clunk. erna dobbs w. mechanical as cheap the weights. i'm wondering if there ballasa libra buckeye. many libra mccord miracle without buddha. she 3 supreme court validated probably caught you at the got at the morning, which is poison talking to lima. got none of them seemed to transact circle into religion each asking i thought at the black box, there should have been come up when you walk. i wish the computer room go idea when camara, ear season only see from with come on potentially from i've got a wire failure near chris golden come on for. she does it actually if room wish you could check swim, will compute little. he's been come out that she could be spencer ear that you know pretty much come on to dispenser all the way on with them all. ginger pollution fish cuz it is a shit, the glee anthem, financial death of getaway, charitable shania. it's on the problem been yoke and shore floors, not notarized, astonishing at nissan sheds. wh

mr. dillard, the damage though, even on the spot in miami, doesn't mushroom lecture. no hurry, that's crucial for me. star. i mean, how much your initial dump published are fear in the muslim world. how does your son, as you know, where does robin enough in his head was really nervous. and you what an 18 in the mob all that english are going to go? how do you see muslin a little bit, mr. robinson, off it journey? $1100.00 thought of it. 30 harlow. we swore we still do them. we should do it all. or we do have an issue. we want to talk to no one on the lucky letter. ha! ha ha, so me, my law. and with our name, he joe was cease. shame haley name is actually all i am a shot back. let me start the shaheen, but thought i ok for him for him out of the and the local shame. see holier to come on, load that the put him on the drill, keep her, come with the hendrick, showing it on the field. the patient, a 100 loads up a cba shanisha, tara roman scarlet montana doughty emma duncan feel al jazeera contacted the israeli police for a response to the allegation that they collude wit

mr. dillard the damage though, even on the spot in miami darzy mushroom lecture, no hurry, that's crucial for me. star. i mean, how much your initial jump published are fear in the muslim world. how does that work? just as you know with is robin enough and he was really nervous. and you went an 18 in the mob. all that english are going to go. how do you see muslin? leave it mr. roberts, off it journey. 1100 thought of it, 30 harlow. we swore we still do them. we should do, or we do have an issue. we want to talk to no one on the lucky letter. ha, ha, ha sony. my law. in with our name. he joe was cease. shame haley name is actually all i am a shot back. let me start the shaheen, but thought i ok for him for him out of the of, and the local shame. see holly uttered, come on low that put him on the duke. her com with the hendrick showing it. can the feel to patient a 100 loads up a cba shanisha, tara moments colleague more deadly doughty emma duncan feel? ah, al jazeera contacted the israeli police for a response to the allegation that they collude with palestinian crime syndicates. it also

and i will come on dillard my clock. clinical. yup. will not start. it's beside no storage spot to put your ear liam. turn it off. so i'm gonna have to look on as to the weights. i'm wondering if they're ballasa libra, buckeye, many deborah mccord miracle it up router. it's cheaper to pinpoint dahlia george. everybody caught you at the cottage. morton, which is poison. talking to wilma kaufman, but as i'm seen coupon lexical, intermittent eve just now thought cra at the black box. there should've been come up when you walk up, which the computer will go idea one camara year. see genuinely, or she from one comma thought potentially from goodwives. for your, from your critical one, come on. she was up actually it was one wish nick, but good check. swim will compute little. he's been come out there. she couldn't be just friends. her ear or you know, pretty more come on to dispense her all the way on with them. all ginger will mission visiting is a should the clamp financial at the funeral or charitable shania? it's on brown been yup. and choice wasn't no

and i will come on. dillard mclaughlin. uncle yup. will not start. it's beside no storage spot to put your ear leon, turn it off. somebody look on the phone as to the weights. i'm wondering if they're ballasa libra. buckeye admitted you bar up on the mccord miracle it up to do a story to pinpoint dahlia george. everybody caught you at the cottage. morton, which is portion of the way more government. but as i'm seeing people in luxor, quote that i mention each yes. can i talk right at the black box? there should've been come up when you walk wishing a computer or verbal go idea one. com orca. your c genuinely or she from would come martha. it's i know ashley i've got a wired for your can your critical been come on for judas. actually it was will mission it but good check. swim will compute little he's been come are the chief. i'm could you, spencer, ear that you know pretty more come on to dispenser all the way on with them all ginger will mission visiting is a shit the cli info, financial at the federal charitable shania. it's on brown, been jo can a

not talk to in your life and we got all with pick it up, which lead dillard a suggestion from a lot from jesse be alive, you cut out. resorted abrupt. not the more more at the newton asked. as such, a new filter for nation will go. it up next door was sort of shots and you hortshoi . if one yet, you knew that was rushes. when you finish them julia, i need when you merged with them. mutual liquidity. oh boy, the war and you have to post up a face was the slow season. so they can try and get into the you, you, if they can, if they can't get in the you, you were put them on plate. some a rack is a, have been picked up and taken home at las vegas as they, they don't have a good place to go back to up but front you saying this is a, a problem that better is created itself. how do we get out of this? because they are dealing with a crazy man who is trying just to stay in power by all possible means in all that he calls myself. like, you know, like i ran away of the country by myself and the same way he's calling and blame in this migrates. you know, he, there are many of them sleeping, intense

we pad other students in situations in this country, a dillard down there in south carolina killer walk until the church killing a bunch of folks. so it's hard to determine. i me, i wasn't there, i do noted details, but again, someone says that, you know, he was a modem because he was upset. i just don't know, i me. but if that's what it was they, they want to bring them. they're going to bring a full brunt of the law down on him and rightfully so, because you know, you can't just go and kill and take lads just at yahoo, hanson and do it. but the powder keg that would deal well. and there is a paradigm and, and add a you being a part of different conservative groups that have had very, very bad apples had been attributed. they try to demonize entire move based off of one person that might not even have anything to do with moving their actions on this. do you think it's right to pursue that type of talks or just to look at this as an individual on himself, or should it be a backlash on the movement? if that was the anger that, that motivated him to do this well, but scotty, that's exactl

retail is a hot story, sever since dillard's a few days ago banks holding up well.iconductors are still doing well healthcare is still a laggard. it's actually down for the month. you want to talk about supply chain issues, inflation, tyson is a good one to look at they did have volumes down, significant cost pressures on them for protein, but the important thing is they were able to raise prices, so look at this, advertisen is up they have a new productivity program that they're launching, but the bottom line is they're telling you we're passing on the costs to the consumers successfully so far their operating margins still 7.29%. we are in the middle of all these concerns about labor shortages and supply-chain issues, we are printing a record number for third quarter estimates. never had that number before higher than even the second quarter. the fourth quarter is lower. you see the estimate, but they'll probably raise that. they've been doing this for a year, underextending the real numbers. nor at trend continues that's the key story so companies not only revenu

also with me as michelle dillard, arizona parent who said she was targeted by school board in arizonaents targeted in this google drive incident. how did you find out about this? >> thankfully our board president had sent an email to me and another mom and included some screenshots he was trying to approve one of his points with and sent a screenshot of his desktop and i noticed there was a google drive address theretofore with mom's names on it so one of the moms input that address and got right into their public drive. laura: your sleeping yourself, something wasn't adding up here. this is really step too far. the goal is to intimidate parents, to scare them, to brand them as something they aren't? >> absolutely correct. this behavior while it is shocking is not surprising at all. we've been seeing over the past few years we've been active in going to school board meetings in arizona, to where they are using law enforcement to investigate, follow us on social media groups in an effort to intimidate, harass us and silence us. laura: they tried to do that in other cases, we saw what t

michelle dillard, an arizona parent who said she was also targeted by school board in arizona pairedh you because you are one of the parents targeted in this google drive incident. how did you find out about this? >> thankfully our school board president sent an email to me and another mom and included screenshots that he was trying to prove one of his points with and he sent a screenshot of the desktop and i noticed that there was a google drive address there and a folder with mom's names on it and so one of the moms input that address and got right into their public drive. >> laura: okay, that is so good for you to notice that and you are a slew thing yourself, something wasn't clearly adding up here. michelle, this is really a step three, four, five times too far here. the goal here is to intimidate parents, to scare them, to brand them as something they aren't. correct? >> that's absolutely correct. this behavior, while it's shocking is absolutely not surprising at all. we've been seeing it over the past few years that we've been active in going to school board meetings here in a

. >> this makes the macy's of the world, the dillards of the world look better in terms of their management of the supply chain issues >> it does and you see the difference between a strong and weak retailer. i think all of retail you're probably going to get another month or two before they all top out as well. they fell short of expectations. this is what i was talking about earlier on in the show if it's supply chain issue it should have been and gross margins should have been stronger shouldn't have been cutting 10%, adding another 20%, you should have pricing power what i do think the takeaway for me is tjmaxx or ross stores benefit from having that supply g glut if we see that supply coming on, which it looks like there is now. those stocks under pressure should be bouncing >> do not miss "mad money" at the top of the hour. jim will be talking with the ceo of gap catch the full, exclusive interview at 6:00 p.m. eastern time jim made big moves in retail today. heading into the holiday season. you can read all about it. coming up fresh off the robinhood hack attack, the details and how

the department stores have been on fire since dillard's reported last week.week as well. the major index, xrt higher. kre hit a new 52-week high last week a number the big banks also. comerica at a new high today a sector holding up well one sector that is kind of out of steam, semiconductors new highs today on big names at the open then they reversed the move south. valuations are really very high, 65 times forward earnings on nvidia never been in that tarrer to before little bit stretched. >> bob pisani thank you. >>> let's move to the bond market now as rates move higher. ten-year is back above 1.6%. rick santelli is tracking all the action for us. hi, rick. >> hi, kelly yes, at 8:30 eastern we saw a nice read, 30.9 on empire. what is fascinate being that read is if you look precovid, 30.9 would have the highest since 2009 post covid not only have we garnered lots of volatility, we zoomed up to 2.43 in july. the highest it has ever been at 8:30 eastern we put in the low yield. at 9:30 eastern when stocks opened we ended up with another big run. but they pe

dillard's downgrade with a sell and nordstrom terrible earnings report, gap at a 52-week low macy's bigin the last week or so. look at the vix, rare to see the vix in the mid-20s three days in a row. only happened a few times, a spike here, happened in may and september. these were associated with covid outbreaks and anxiety around that and just a sign of a little bit of anxiety as we try to figure out how do you deal with the omicron variant, a second wave of potential supply chain issues and fed's unexpected hawkishness. good reason for the vix to be in the mid-20s. melissa, back to you >> bob, thanks powell's comments having a huge impact on the bond market. rick santelli is in chicago. >> you know, you get a hawkish fed chairman intersecting a nervous market regarding the variant of omicron and you get some serious volatility. let's start with the short dated treasuries, two-year notes, all of the charts are starting on friday, the friday we learned of the variant strain look at how two-year notes reversed up today as chairman powell was sharing his newly found nervousness over infl

i' >> we're back at 7.41 and breaking news jurors dillard jury deliberations in the murder trial of kyle are now underway. rittenhouse shot 3 men during protests in kenosha, wisconsin last summer. 2 of those men died. prosecutors say rittenhouse provoked a confrontation. now defense says that he feared for his life and acted in self-defense. that's why he opened fire on the man 18 jurors have been listening to the trial this whole time, 12 of them had their names drawn at random and it will be those 12 who will ultimately decide rittenhouse's fate. they are again behind closed doors deliberating right now. hundreds of national guard troops are on standby. by the way, as the city awaits this verdict businesses have also boarded up their windows just in case. >> actor and san francisco native danny glover is behind a new efforts to help the black community glover and other community leaders. you can see here they're asking san francisco to donate to the fillmore heritage center, which is a new nonprofit and they want that money to and then to go as reparations. 2 black and brown communitie

you saw the earnings, macy's kohl's, victoria secret, dillard's up 1400% from last year.onsumer we know about the anxiety there with the supply chain thing this has nothing to do with that these stocks have been on the move over two years. this is a story of survival in, and adaptation, the essence of capitalism. think about this. the internet invited creative destruction which of course, you know, we saw. i mean really dozens and dozens of businesses go out. there were over buildings of stores and over building of stores and avalanche of closings and bringses. the companies that survived the onslaught, made adjustments doing extraordinarily well. there was the advent of the omni channel and online players must have brick-and-mortar presence. amazing there is an investor story really pretty clear in my mind. when wall street and the financial media declares something dead it is probably hyper bow lee. too many investors listen and police golden opportunities even though in the case of the retailers we talk about they still spend a lot of money at those establishments. i g

dillard and our nearly two million deuce paying members, thank you for the opportunity to discuss reporting surviveors on military sexual trauma. i'd like to start by acknowledging that military sexual trauma is something no service member should ever have to worry about. we are trained and conditioned to trust the people to our left and right. we'd take a life for them or gladly lay down ours. these people are our family. why do we sometimes turn away and victim blame when somebody in our family is sexually assaulted? it happens all the time. women are asked what they did to encourage the assault and men are asked why they didn't fight to stop it from happening in the first place. we just lost trust in our family. when we leave service, we look to v.a. to help care and support for us. we ask v.a. to be our family. this starts with the claims process. unfortunately for those who are trying to file an m.s.t. claim, they must first declare they have ptsd from the event, which in and of itself can cause the veteran to lose trust and turn away. if you didn't know, m.s.t. does not have its own d

stuart: i went past a dillard's the other day. a lot of people in the car park.ter of any kind. susan: we will try. stuart: susan, see you later. let's stay on the china stocks and bring in mark grant. are you still saying no to china stocks of any kind, don't touch them with a 10-foot pole, is that what you're saying? >> the reason i'm saying, stuart. the reason is they have no rule of law in china. they have no due process in china. you don't know what they will do. it is all governed by the chinese communist party and they can make decisions politically as they want but i don't think any investor should have money in china right now either in equities or in debt. stuart: how about the other way around, mark? how about american companies with a big stake and businesses in china? i'm thinking apple, disney, tesla, what about them? >> i have no problem with them because they're governed by american law where for instance, china, china guaranteed, or evergrande guaranteed bonds a company called "fantasia". was never declared in any financial statements. they don't

since 2011, look at this, dillard's reduced the share count 61%. lowe's 51%, what does it mean?ll of the line items being equal, earnings look much better without doing anything you don't have to increase your researches or become more efficient in the income statement. all you have to do is just keep reducing the share count and the earnings look better, because it's earnings per share. target, ross stores, tjx, walmart. remember something a lot of retailers suspended buybacks in 2020, but they have resumed the buybacks in a very, very big way look at today. target announced they bought back 2.2 billion worth of shares, and lowe's is accelerating the buyback tjx is accelerating their buybacks some people call it financial engineering. others say it's the most efficient way to return capitals the democrats want to tax buy buybacks retail, the trends are pretty darn good. comp store sales have been great. earnings have been above expectations everybody is focused on gross ma margins. i don't understand that. it's operating margins that matter it includes everything else, like lab

with that dillard's up 6% this morning, crushes tapestry has new management, i think these are ashing arbingero come how many years did they say they will good sales -- >> high inventories leads to markdowns. you know what no retail has now? no inventory so, yeah, part of the problem is some retailer don't have enough inventory to sell. >> yes that's a very good point i went to my rite aid yesterday. they didn't have -- the truck hadn't come in i said, where is all the stuff it reminded me of what a russian drugstore must have liked like under brezhnev >> there's the opening bell. some moderate gains. i think it was goldman last month and the to as the mix gets better, it's a fung of what -- >> it was a tactical sell. i don't know tactical sell ahead of a company whose stock has underperformed people say when you have an underperformer, it stays an underperformer i can't help seeing disney down the same amount that rivian is up don't you think "the mandalorian" could be part of the metaverse? it's kind of dark. i watched that entire show i enjoyed it. >> disney is breaking down now as

dillard's with a downgrade nordstrom down 6 kohl's by 5% online apparel players dropping fast after missed expectation just represent the runway shares down 8%. revol down 6%. also specialty stores down lower. gap down victoria's secret down bed bath & beyond shares down 9.5% wayfair lower by 7%. back to you. >> thank you scott, where are you positioned? how are you positioned within the broader consumer space >> we have talked a lot with our retail analysts here just about the supply chain disruption and they have been surprised how much inventory a lot of these re retailers ended the third quarter with and optimistic to have items on the shelves to buy and that was a big bounce so there's going to be demand a lot of these retail names is caution with the inventory situation but the overall consumer discretionary sector is neutral there. but for us this is a good not a great shopping season. we want to have exposure there and a full allocation of that particular sector. what's going to be the situation here when it's all over and done with is that it will be a good but not a great christm

dillard and are nearly 2 million members thank you for the opportunity to discuss supporting survivorsf military sexual trauma that they like to start by technology military sexual trauma something that no servicemembers to that path or worry about could we are trained and conditioned to trust the people to her left and right. we would take a life for them are gladly lay down the hours but these people are our family. so why do we sometimes turn away and victim blame when someone is sexually assaulted? it happens all the time. women are asked what they did to encourage the assault and men are asked why they didn't stop in keep it from happening in the first place. we live to the va to help care and support us. we ask va to be our family. this starts with the claims process. unfortunate for those who are trying to file an mst claim they must first declare that they got ptsd from the it event which in and of itself can cause a veteran to lose trust in turn away. if you did no mst does not have the disability questionnaire data falls under ptsd as the stressor not a condition. veteran sho