this is mike santoli's leaderboard as we speak. pete najarian in the lead. stephanie is second. , mike murphy fourth. according to mike santoli. >>> the next trader used to tackle quarterbacks and defenseless receivers, and now is tackling options activity. he is co-founder of optionmonster.com, and here is dr. j's, jon najarian's, 2014 playbook. >> 2014 is going to be the year of innovation. that's going to be the key. starting with my number one pick, broadcom. 50% of their business is telecom. the rest is going to be broadband, high-speed internet and the like. the next one, baker hughes. fracking. that's the innovation side of what they're doing. >> i'm pretty sure, jon najarian will go with intel. it's looking more and more like an old broken-down steel foundry. >> intel is an interesting pick, because people say it's not innovating. yes, they are. >> intel. [ meow ] >> of course, you did, jon, because i loved it forever, but i can't believe you stole the name from me. >> jon najarian, you left all the risks behind you when you left football. you need to get some beta, buddy

would like to see from our leadership on wall street and washington, joining us is ben white and mike santoli. thank you both for being here. >> thank you. >> thanks. >> ben, you've said that you think washington, d.c. will be less dysfunctional in 2014. high praise, i know. what do you mean? >> hopefully they won't where you shall crush the econombll c. they made this budget deal. on the debt limit i think the republicans are keen to fight on the affordable health care act. don't want to get sidetracked. i think getting a debt limit fight that could hurt them would be side tracking them from their main goal which is to beat up democrats and obama. >> there's some wrangling and people who aren't necessarily going to follow the party leadership. could that mess it up? >> it could. there will be hard core tea party republicans who will want something for raising the debt limit. they will need to get something from democrats. that's where you have the potential for something of a conflict. i don't think it will get to the 11th hour. at some point president own and democrats will have to say we'l

leadership on both wall street and washington, ben white, politico's chief economic correspondent and mike santoli. thank you for being here. >> ben, you've said that you think washington, d.c. will be less dysfunctional in 2014. high praise, i know. not much of a compliment. >> hopefully they won't crush the economy as in previous years. the big hope is we don't have a debt ceiling blowup in march and april and may. we're not going to have a budget standoff or shutdown, we're probably safe there. on the debt limit, i think republicans are keen to fight in health care and affordable care act. getting a debt limit fight would be side tracking them from the mean goal, beating up democrats and obama. >> is there a chance they come back and wrangling and people who won't necessarily follow the party leadership? >> there will be hard core tea party republicans who want something in return for raising the debt limit. they'll need to get something from democrats. that's where you have the potential for something of a conflict. at some point president obama and democrats will say we'll give you this on sp

joining us right now is dan mcmahon from raymond james and mike santoli from yahoo! finance.rom the fed tomorrow? >> no. i expect there's a very small chance the fed does anything. maybe in terms of policy maybe clearer guidance. >> you think they change the language? >> i think they'll give you some kind of potential clarity. >> what do you expect, dan? >> i think much of the same. nobody wants to hand the incoming head some type of hot poe potato they have to deal with. it's coast through, give it to the next regime. >> what if -- i agree with you. i don't think they do anything until march when janet yellen is ready to take over at the earliest, but what if they hit metrics they're after? they want 6.5%% inflation, and if they got close to that bernanke's hand would be forced wouldn't it? >> i think taper will go on a schedule -- i think weave gotten it with the exception of inflation. inflation gives them a free pass. other conditions are just as they were in september when they diplomat do anything. ten-year note yield is the same mortgage yield is the same. seems to me

. >> joining us in our "closing bell exchange" is amy wu, jerry from platinum partners, mike santoli, and drew from hightower, and rick santelli. as we mentioned, drew nordlick to you first, what's going to take police between now and the end of the year? >> scott, we expect to see a santa claus rally through the end of the year when the fed does not taper next week. over the past 30 years the month of december has averaged 1.9% gain and been positive 80% of the time. from there we expect to see an early january rally rallied by new followed by equities and followed by earnings as companies report those to follow. u.s. markets have outperformed most of the markets throughout the course of this year. while monetary policy is expected to remain supportive over the intermediate term, we would use any downside volatility as opportunity to deploy new capital into domestic equities. >> that was pretty well rehearsed. amy wu, what about you? we look at these markets. we had an incredible run as he was saying here in the u.s. you know, going into next year, if it's all about earnings or at le

mike santoli and rick santelli.it when we have santoli and santelli on in the same show. >> that's trouble. >> meg green, what are you doing with this market right now? what do you think is going on? are they taking profits or what do you think? we're always rebalancing, taking off from the table if it gets too high. i think people are forgetting about a basic balance. in or out, no. if you're building wealth you have to be in the market. just temper it. 6 0/40 portfolios will work over the long haul. people who are in 401(k)s, be happy it's down a little bit. add on because dollar cost averaging will take you over the mountains, what you need to be. >> what do investors do? stick with what worked in 2013 or move into the less loved parts of the market either in u.s. or overseas? >> we look at less cyclical type countries. we're focused on large cap value. and i think next year will be quite challenging. i think there will be a lot of volatility in the market for those investors that participated this year. they had

mike santoli from yahoo! finance is here with us. you should note that cnbc and yahoo!o-produce editorial content. good morning. >> good morning. >> so formalities out of the way, the big reveal if you would. >> a little company called walt disney took it. this is the second time we've gone this. this year, art blended with science. obviously, the financials were all there for disney in terms of record earnings, stock outperformed the market by 10 percentage points. they shared a lot of cash with shareholders, huge buyback for years, and 15% dividend increase. and i think also what took it for them for us was this year was a culmination of a lot of things they'd been driving toward, the strategies panned out and came together. $4 billion box office total, a record for disney, and it really was the pixar, the marvel, the acquisitions of past years bearing fruit in the film slate. and i think, also, the key to us is the way they've stayed relevant to -- in the digital world, more than relevant, remained a leader and became somewhat agnostic in terms of how the media and e

santoli graded your portfolio? >> absolutely not. >> pete. >> nice job, mike. >> slightly the momentum mike pointed out.ome of the names had a great run but there's a lot left on the table. >> what i would say, actually in your defense there, i do think a lot of the uncomfortable kind of feelings people have about this year the idea that you are piling on. in other words, it's a bull market acting like a bull market. people talk bubble, which is absurd. it really is we have a lot of force and pent-up demand for stocks. >> bull markets don't end with expansion, they end with recession. what do you make of the fact in the a.p. poll americans see stocks flat or lower by the end of 2014. it goes to your point. >> broad skepticism among the public. we see that in the yahoo! data all the time. it's not like a year ago. a year ago people were positioned that way, professionals were positioned that way, you had an absence of bad news and the world falling apart almost enough. this year, the bar's higher. >> where do you want to be? if your play book in front of us, how would it look? >> sector wise, within fina