fbr. brian kelly, what's your trade? >> i tell you, i mean, of all of them, bank of america is the one that looks most attractive only because it hasn't run as much as the other banks. a lot of these banks have had a tremendous run coming into this. if anything, it's a trade. what my biggest concern is, and it comes back to the bond market, are we going to get a flat yield curve which i am betting on? this is the battleground. we're very close to this flipping where you could get a steep yield curve. we'll see tomorrow with the unemployment report. >> people make a big zedeal outf the capital return. expecting a slight improve. it depends on who you ask. i bet the hedge fund compares about it. you're not going to get a big dividend out of citi but might get the ability to have them buy back more stock which is a much bigger driver for the shares. >> what scenario would you stress test is. >> it's never the bus you see coming. that's karen's point. >> the $110 brent seems ridiculous at this point. >> what about $25 brent?

chris roland, fbr. guy? >> i understand how cheap qualcomm is to shift gears here but stay in the same space. you go back july, a major hiccup in july. the stock got whacked. the same thing happened in november and recently again on the china news. i think they tried to sort of pull the cover over our eyes with this 15 billion repurchase plan on monday. you saw the stock go from 72 to 74. guess what? it's given the whole thing back. i know qualcomm is cheap. i get it. but the stock has not behaved well, now for about seven or eight months. you have to wonder, is it going to retest those levels we saw back only a few weeks ago to the low 60s. >> so no touch on qualcomm? >> i don't think so. we talked about that the other night. to be clear, just not trading well. and all these people trying to engineer their way out of trouble, it hasn't worked for ibm. you wonder now why should it work for qualcomm. >> staying in the semiconductor space, micron. i thought micron wouldn't step this low. dram prices could be g

a lot of upgrades from citi, fbr and the like.tocks that had diverged earlier in the year now the kb homes playing catch-up, but lennar still the leader. >> don't move. biogen announcing positive preliminary results for alzheimer's treatment. you mentioned how biogen's drug was the stock yesterday. >> yeah. we knew they would announce before the open today, michelle, and also knew this was a phase one trial. so you don't usually get this kind of news in a phase one, because they're actually in this case talking about how effective it was not just whether or not it's safer and so that was one of the reasons that the stock just exploded, i think it hit a new all-time high of $478 a share. this one's on an absolute tear, and still looks like it's got significant ramp ahead of it. >> hold on. wait. that's got -- significant ramp but espr doesn't? >> more drug, stephen. >> come on. >> more things in phase one, phase two, phase three than espr. >> i wouldn't trash talk it. you might need the drug. >> i'm not trashing them. >>> move on t

strong call from fbr.spoke to kevin plank last week, this guy wants to take over the world, and he's succeeding. they have 135 million people in map my fitness, you look at weight watchers it's in trouble. map my fitness, extraordinary, extraordinary product that people love fitbit they love -- and so what people do this is like under armour's decided to become a tech company that also sells apparel. and they have high-end apparel that does a lot of things that apparel doesn't do. should nike be worried. >> if i were nike nike runs scared. under armour wanted duran, which is great but they got stephen curry, who is lethal. i love the fact that kevin, curry's much better. >> high on under armour is 78.17, we're basically there. >> i think that is a great stock and a great company. kevin plank is amazing. technology's extraordinary. >> with all of that dow down 90 points. let's get over to bob pisani on the floor. >> a weak open dow one point off 100 points. we've seen this a lot in the last several weeks. h