kim seymour, karen finerman and guy adami. tonight on "fast" shareholder meeting moments away, we will bring you more must haves on the break and morgan stanley analyst adam jonas has an interesting call. who might be the winner? it's not tesla. plus, safety trades are surging as bonds and golds continue to drive t. strategist says fear not, stocks are still a buy. we'll tell him what has him so bullish. later, karen will tell you the one bank stocks that she says is a screaming buy. and jamie dimon, it's not your stock. >> oh, wow, man. >> we start off what it looks like for a retail armageddon once again. now covering your year-to-date lows t. main calls were, once again, department stores. macy's yeting crushed 8% a. retail sell-off in the other department stores. is this the retail bottom? if not, what do we need to know and see, to see that we've hit rock bottom? >> guy. >> the retail bottom in the names you mentioned. macy's, you say valuation, karen can speak to this probably eight times forward earnings. you talk about