well, jeff kilburg, founder of kkm financial.jian, chief financial officer of index financial partners. gentlemen, i don't want any sugar-coating. i don't want any hedging at all. jeff kilburg, i begin with you. what are your estimates for 2014? a year from now where are these markets going to be? >> i think the market will be in the same area. flat to possibly up a few points, percentage points. but honestly, larry, we cannot sustain this rally. i know jack is a big milie cyrus fine. i'm going to put 2014 in this light. we are certainly not going to see the wreck ball but we are anticipating a lot of twerking. >> jack, i'm going to leave the metaphors alone and just ask you, what is your opinion? a year from tonight, let's say, where are these markets going to be? >> larry, we're going to be seeing a 2050, a 2100 s&p. last year i sat here exactly at this time and i said we'd see 1750. people thought it was outrageous. as it turns out it wasn't bullish enough. the reality is that if the rest of my predictions come true, and i'll

let's bring cnbc contributor jeff kilburg. what do you see happening in the gold market?ow, they went down to the level, a hair spin turn, so what i see is the fed fulfilling their third objective of inflation. i see gold going higher. i'm a lone wolf in this camp but it wants to go back to 1525. that was the big blowout level back in april. >> you're the lone bull that we've met out there on gold. by the way, dom and jon, i know there might be a little interchangeable sometimes. >> wonder twins. >> i'm sorry. >> former news anchor. >> my bad. >> you can't see. not your fault at all, jeff. >> here's a question i have for jeff, you talk about the technical side of gold, gold is a big loser for the metal here. selling begets selling because of tax reasons among one big reason, right? how much of that really reverses itself in the first half of next year while all the tax selling associated with gold just because of that, lead to a bounce perhaps in the first half of 2014? >> i think due to the fact that i am one of the few bull out there, that will be a reason to be long he

us their 2014 predictions, jim euro, contributor and director of tj institutional services and jeff kilburg, the killer, cnbc contributor and kkm financial founder. bring the heat. let's take a look -- >> all right. >> we can't go through all the commodities, so many out there, hard, soft, you name it. look at corn, gold and crude and see how they perform this year. we have a little chart up there for you. corn, down 30%. gold, down 2%. oil, up by 9%. let's take a look at your numbers. jeff, you firstp. where do you see corn next year? >> corn next year, we really see a popular back above $5. this disparity, dislocation between commodity prices and equity prices. something has to give when you see commodities so hard, equities up so hard we are seeing movement. corn is underscored and you will see it move up due to the fact that there's global demand. people are getting hungrier and more people to feed. simple, simple as that. >> when you look at the corn story it's a two-year story. in 2012, it was all about massive drought and corn rallied hard. last year was a relatively good year for th

kenny polcari joins me on the floor of the nyse and jeff kilburg with kkm financial and joins me from the pits in chicago. kenny, when you do see the aggressive money that long the market, sometimes that makes people nervous, but there hasn't been a real reason to take money off the table yet. >> it may make people nervous but these guys are paid to mow what they're doing, paid to do the analysis, paid to understand, so it's not necessarily a sign that, you know, with the end of the bull market not by any stretch. they're not paid to go flat at theof every year. they're paid to set themselves up. the fact they're take something money out of the outliers and reallocating it to stock they think will do better next year and increasing their exposure is a bullish sign. >> do you agree with that, jeff? >> i do, sue. hard not to. looks like everyone has rosy check cheeks and the bearded one, not sap ta clause, but the bearded one on wednesday will continue to keep the light green. a tough wrap the last couple years because they underperformed the indices. these are not normal markets. rewin

jeff kilburg and jim our rio.we or others say heres a how to play this decision. i'm fine letting pimco play it but for this it feels like a game where you let the elephants crash and i want to stay where i am. >> you don't need me here. that was the answer i'm going to give. this is a coin flip, binary outcome. if you're looking to play it and put all-in on red it's a silly bet in my opinion. that being said, i do think they've led us to this point and they intend to taper. there is some small positions i would want to have on and i've talked about them all week. one to be short gold. i think at the end of the day we're going to see whether or not we taper, they're going to talk taper, i hate to hear taper said every five seconds too, but they're going to knock down gold prices and stocks will use this to correct a little bit. >> if you do want to play this, if you are a day trader or more active investor, what would you be doing in the market right now? >> well, sue, you're right. this is like a bull in the ring