warning, the woman with a front row seat to the last financial crisis says another could be brewing sheely is sounding the alarm and will join us exclusively and macy's on the move could this spark the ultimate turn around in retail? and how traders are playing this pop. >>> the s&p locking its best day since march. the nasdaq jumping 1.7%. look at some of the high flyers leading the charge - all outperforming the broader market and the move comes as rates continue to move lawyer. the yield on ten-year treasuries dropping for a third straight day. market is 2% away from record at this point is this a green light for stocks and is it okay to be in the higher valuation parts of the market guy? >> it's fascinating. last time rates moved lower from the 175 level maybe we missed the move higher. i think the market is shooting first into buying these names and asking questions later i do think yields are going higher, but i understand the thoughts behind this tim and dan talk about this all of the way taiwan may be the most important stock we don't talk about. i think rates are going higher, but

warning, the woman with a front row seat to the last financial crisis says another could be brewing sheely