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you look at their guidance. it's cheap on a valuation basis. >> if the aspect of that that makes them so interesting -- everybody talks about how do you make coal cleaner? >> it's the gasification proce s process. that's where eastman chemical say their real numbers -- >> if you really want to make the -- >> a long view of resources, water is a much better play than anything else physical we're talking about. pho, ve. if you're looking for a long-term, cyclical-type play that can last for years. >> looking at the resource names, getting a trade off, what you're thinking, when you look at the underlying commodities during the course of the day, you can tee off what the next trade is going to be. look at freeport mcmoran today. look at actual pricing of copper. the copper futures were under pressure. they appeared to be bottoming out. they led freeport mcmoran higher. you actually were able to buy it around $61.80 early in the day. on the copper reversal and it carried through the rest of the day. >> now the dollar

you look for big short. those names are making those incredible runs to the upside so be careful. >> all right. we'll touch back with you later on for the trade ahead of the jobs for tomorrow. so you stay cool there. cool those heels. >> no promises. somebody left me a big pot of tea here. >> all right. we'll check back with you later on. moving on now. the power trade. foster wheeler earnings, top estimates, what do you do here with these runoffs? >> it is scary but i think i look at somebody like foster wheeler, we liked them yesterday going in. >> kudos to you, by the way. you flagged us on the halftime. >> whatever. i've left the engineering name for a long time. when you look at these name and the potential they've got, they had a great backlog they put in. when you look at the potential. when you look at the valuation levels now, and this is with no stimulus. virtually no stimulus spending out there. and yet these stocks continue to move to the upside. there's strength there. they're probably still chea

when you look at -- and not even just with the economic point of view -- you look at the legal system and how it's set up and how it's put together to keep us in that system. because you go to jail to get rehabilitated, you come out, you have a felony, you can't get a job. you can't even get financial aid if it's a drug felony to go back to school to educate yourself. so, when you look at everything going on in this country, black america is probably 100 steps further back than what we were in the late '60s. >> professor, interestingly enough, i watched you as marc was talking about this, and we should note that much of what he is talking about you talk about in your book, "more than just race: being black and poor in the inner city." this is really not only the crux of the biggest issue the president faces, this economic tsunami, as some call it, but it really is the biggest issue that african-americans face today. >> absolutely. african-american unemployment rates are reaching record levels right now. we don't have the latest figures, but once they come out, it will be quite clear t

they're telling you they fixed it. >> looking back doesn't make you money. looking forward does.. tomorrow the fomc. their biggest concern is going to be commercial real estate. that's what they'll talk about. they'll probably talk about how to support that sector. when you look at going forward the expectations for growth in the second half of 2009 have been elevated higher, 3%. but if you look in 2010, the trend for growth will actually go down. why is that? because now what you're seeing is growth based on inventory, restocking in the absence of consumer participation. there's no consumer participation right now. as you move into 2010 the question becomes, when do consumers spend again? there's no confidence they will do it. this will peter out as you move forward in 2010. >> a little conservative move today i thought by goldman sachs when they put merk on their conviction buy list and lilly i think is a little in front of themselves and they are also very nervous about the patten issues over lilly. i like what goldman sachs is doing moving into some of the pharmaceutical names

you. she looked okay in 2-d. we had one week and -- >> only one week? >> and there were four more weeks after that. >> richard, a pleasure to have you. hope you'll come back. >> thanks very much. >> the ceo of imax. >>> coming up next, one of today's most popular trades. why traders are getting defensive in the pits when we go "trading after dark." ♪ ♪ (tucci) only at&t has the best selection of full keyboard phones. like the lg neon, just $29.99 after mail-in rebate. i just want fewer pills and relief that lasts all day. take 2 extra strength tylenol every 4 to 6 hours?!? taking 8 pills a day... and if i take it for 10 days -- that's 80 pills. just 2 aleve can last all day. perfect. choose aleve and you can be taking four times... fewer pills than extra strength tylenol. just 2 aleve have the strength to relieve arthritis pain all day. >>> welcome back to "fast money." we're live in new york city's times square. want to check a check of nvidia. it is rising after hours. it beat the street in turps of its earnings. it raises forecasts for the years. it i

if you want to dig a little deeper, look at some companies you think might do well if we have some inflation when we look out two, three years from now. probably not consumer durables and consumer cyclicals. you might look at things that will hold up better in an inflationary environment. >>> coming up next, madoff's right-hand man, and how many other people helped pull off the crime of the century? >>> and the place where wall street suspects another madoff might be hiding. or just one brita filter. ( drop plinks ) brita-- better for the environment and your wallet. the $100 cream. flabbergasted when we creamed the $700 cream! for under $30 regenerist micro-sculpting cream hydrates better than 32 of the world's most expensive creams. fantastic. phenomenal. regenerist. >>> welcome back to "fast money." we're live at the nasdaq marketsite in times square. i want you to alert you to a fast flash. the stock has had some pretty unbelievable move lately. 20% in the last week, 85% gain in just the last month. the options market certainly has been pricing this one. >> they just started buying all o

i think when you look at the hiring cycle, you know, to hire a new federal employee is a much longer cycle than hiring a government contractor on that side. so when you look at maybe a 6-month time frame versus a two-week time frame, a lot of people, that is something that will turn them off right off the bat. in terms of retaining that type of talent it has to do more with someone's preference. salaries are important but when you look at the differences between federal workers and contractors it boils down to things like the type of employer they want, the job security is very important. sal lowers aren't everything. benefits are important. job security and having a feeling of responsible is what people that work for government like. they like that type of thing. they're not necessarily looking for a lot of change. >> let us go to the question of outsourcing, for more than a decade the government has been aggressively outsourcing a lot of intelligence jobs. these are jobs that the government wants to pull back into government service. how are -- how is this going to work out? are th

but you look at fluor, you look at foster wheeler, you look at the shaw group, all of these various names both infrastructure and energy plays, power grid, all of that. you got to like that if you believe anything about some of the numbers out of china. >> rick, would it surprise you in the next couple weeks to see china down 8% to 10% overnight? it wouldn't surprise me at all. what happens if that happens to our stock market, can't be good. what happens to the commodity market? condition the be good. i think that day is coming. i just don't think people are talking about it. >> i think you're right. >> the china tie-in, too, which we were talking about, oil. one reason i don't believe in oil is that the shippers have not been moving at all. these have been boring for weeks and weeks. i don't believe they are consuming it at the rate the market was previously. >> i totally think the difference here that we're talking about is when you look at china, we're not talking about market performance. we are talking about economy and china will grow a double digit going forward. forget the market

you look at health -- you look at health care, as i talked about. you look at entitlements. you look at the presence of substantial loopholes that, for example, enable some companies to hide income overseas and not pay taxes on it to the united states and actually get an economic incentive to move some of their production abroad. you look at those kinds of fundamental issues. and that's what we already started doing with great emphasis in health care. that's why, as we move towards the president's 20 budget, we're going to be doing, you know, in a more systematic way. but we are going to recognize that the budget deficit is absolutely crucial. but so is the deficit in what this country's done in education. so is deficit in what this country's done in infrastructure. there are a number of deficits that we have to address if p we are going to compete going forward, and the president is committed to doing -- to addressing all of those deficits. >> you said in a speech recently that there's a danger -- this is what you said july 17th. it's difficult, because there's a lot of opp

and if you take a look at the breadth in the group, 26 of 28 members were higher. d even if you back it back to the trough of the market in march, they're the second best performers with a 68% gain second only to the financials, up more than 100% during that period of time. the problem is they just can't move the markets. but that only matters on the big picture, but it does matter. materials as a leadership group is a loser of a proposition because they just can't move the market. they account for 3 1/2% of the s&p 500. their weighting in terms of a sector ranks them ninth out of ten. alcoa, for example, in the dow, the second best performer today only 1%, has the smallest market cap and the lowest share price. there you have it. there's the commod squad. other stuff we can tell you about on a day when -- >> you are so good at all those. i love that. the commod squad. >> i'm on commission. >> commodity prices taking another run at record levels. speaking of the commod squad. sugar is trading near a 28-year peak. copper's at a ten-month high, nickel touched its high

you have to look after the consumer. you have to do it on a sensible basis.d of course in the u.k. we've had this new constellation between the treasury, the bank of england and the ssa. and for whatever reason it hasn't worked well and that needs to be changed. and there's a lot of work being put in now and a lot of people have different viewss too which way to fix it. we have to get it right. >> take me and just inside of, when are you sitting at your office in london and are you on the phone with people around the world and are you sitting there with your principal advisors and you look out and say, okay, what is our assessment of where the world is going. >> well, for us, and i'm talking narrowly about our own business, number one market in the world is the united states. our number two market is the u.k. and our number three market interestingly enough is canada. and i don't see --. >> rose: where is china. >> well, china is a long way down the line. but you know, in 5 years. >> rose: if you look at wealthy individuals and wealthy corporations as -- >> n

what are the main catalysts that you look at? eens in terms of investing right now. >> well, right now i guess probably what i'm looking at is we're seeing also the momentum, the so-called meltup trade. but the other thing i'm going to be really looking at is sustainability. this is going to become an increasing battle of earnings versus economic. so right now the key things underlying that is really employment, retail sales, the consumer, and also a little bit of the foreclosure issue. right now you have to realize our economy, i mean, everything is based 70% on the consumer. and if he continues to lock up and draw down, then you're going to have some problems, or at least a hiccup in the near term. and that's going to be something -- >> you're a bear looking to get out of your bull suit, it sounds like. >> no, right now i'm short-term bullish because i recognize the momentum in the market. >> don't get in front of that trade. >> as john maynard keynes said, the market can remain irrational as long as you can remain solvent. you

you look at this private equity space, what do you see? improving market, you also see some increased m & a activity and if you look specifically at blackstone, they're figuring out what it is they want to do in terms of modelling their business. they're getting actively involved in the advisory role and that lines up well for the entire space going forward. >> the whole space looks forward, hedge funds are up 12% this year, assets are coming back in, these guys have a lot of cash to deploy to deals well overdone. but i will say, these guys bought a lot of deals and still saddled with billions of dollars. not just blackstone, all of these guys also in the news today for tremendous both deal flow, kkr and silver lake, a great sale, you know, of the semiconductor designer, but it's still a place i'd be careful even though they have turned the corner. >> there he goes the kill-joy again. >> blackstone has been signalling this, this started back in february, the stock went higher. >> and the big man down there was all over that trade, buddy. >

you talked about it earlier. look at the slew of retail stocks that are rallying and in particular you mentioned it earlier. crocks at a new interday high and the company saying they will return to profitability. hanson's shares of juice. the share gains for this stuff. this is the monster energy drink and way too much caffeine for me. i will stick with my iced grandee skim one splenda no whip mocha for starbucks which is getting a 4% jolt. >> so much energy he doesn't need to get one of those. thanks to all three of you. let's talk about this from a more specific trading perspective. traders are looking at the rally. do they believe or not. in the service, services and bob dasani is with us.  history dictates that they lure everybody in. given the euphoria that i am seeing, i am starting to get concerned. there is a few flags. over the last week, insiders have sold over the last week. that's not a short interest. it declined 72% led by 90% in  energy, materials and  financials. that's a contrarian indicator

so anyone looking at exactly this quarter earnings or even next, what you really have to look at, the psychology of the market, and basically nobody is long-term bullish in talking about a bear market rally, talking about the economy rolling over. you know, one thing you have to do also is that i'm not going out to buy all companies. you have to be selective. when you look at valuation based on cash flow, the market is trading at one of the lowest best ratios of all-time. if you go to the tip of the bell curve and you use stock selection, they threw the baby out with the bath water. the public is scared to death. the psychology is terrible. that's how you make money in the stock market. >> craig, you know, leading indicators in the u.s. are pointing to recovery. storks being one of them. you also saw the story in the paper today, france and germany in recovery in the second quarter. we know china. we know india. i mean, aren't these favorable conditions, mohammed may be right about a short-term pull back. but you look at the global scene, you look at the u.s. scene, really isn't this

you look at all the brands they love. cadillac. the iphone is that in japan. tatus item that many folks can't afford. they buy their minutes, you know, rather than all they can eat like in the united states. they buy packages. i think they'll afford it. i think it's another chance for that app store to grow dramatically, which is already a $2.5 billion business annually. >> it's a better way to play than a dell or -- >> jacobs' comments, i think he was on with maria, out of qualcomm.. that's a tangential way to play things as well. if you think this tape -- listen, if you're bearish and you think this tape is going down, apple will go down faster than the overall tape. if you're bullish than the apple stock you want to own here. that's what it comes down to to me. now no man's land here, that's the way the trade sets up for me. >> talking the tape today, bank shares the sector closing out a choppy week, citigroup higher by 11%. interesting considering that analyst note by got saying essentially that citigroup, aig, fanny mac, freddie mac, headed to zero. >> you

within about to three months if you look at the history, in that case you want to start buying stock. markets up 50%. i don't want to load the boat here, but look at names that may be haven't participated. >> your name in particular is north american gal zanizing. >> north american galvanizingal. they do the same thing. they are steel fabricators. what they do is make all the pieces and productions that go into the infrastructure and looking at the stimulus kibing in in 2010. that's what they do. not only that, they are based in the u.s. they fit in under the buy american clause. they should benefit as the stimulus kicks in. >> even if we are not building skyscrapers, you may build bridges. >> whatever it is. >> thanks so much to both of you. even if you are afraid to take your cash off the sidelines due to the conundrum, you made a lot of money. this is pretty amazing. we have not lost our shirts on bailout nation despite the cries to that effect. david, you actually found an index with trades on the nasdaq that really tracked every company that has gotten government assistance and g

you get? probably a more realistic look. i'm not saying i believe the cpi data, but that does address it so some extent. as long as these auctions keep going like a hot knife through butter, you know how quick that readjustment can be and there's a lot of auctions ahead. >> we could have another leg down in this whole thing. some interesting comments out of him. again, i think people are getting a little too complacent here and xub rant. i think we're really ahead of ourselves. >> mr. china said the same thing today. >> i think it translates into a wealth effect for the consumer. they see housing prices, which have now bottomed. that wealth effect carries through to the consumer shares. take a look at bed, bath and beyond, best buy, target, sears was strong as well. pedro and john got into it last night a little. but those are the names and it's because of this wealth effect that consumers are feeling it and it translates into consumer confidence. >> i'll tell you what, joe, i like a lot of the transition we're seeing in many

you get? probably a more realistic look. i'm not saying i believe the cpi data, but let's be real here, as long as they auctions keep going like a hot knife through butter, you know there's a lot of auctions ahead. >> you talk about that indecent, the guise was on the tv, he said, yeah, it's my index, but we could have another leg down. nobody wants to listen to him, but some interesting comments out of him. again, i think people are getting too complacent, exuberant, but i think we're ahead of ourselves. >> the minister of china said the same thing today. >> i think it translates into a wealth effect. consumers can see housing prices, their existing housing prices have bottomed, that wealth effect carries through. look today at the consumer sector. take a look at bed, bath and beyond, best buy, targets, those were the names today, williams sono sonoma, sears was strong as well. pedro and john got into it last night, but it's the cause of this wealth effect that consumers are feelings and it translates into consumer confidenc

the news flow has been pretty tough on the airlines. >> you look at the market cap, 15%. along with some of the car companies. okay. bob, thank you so much. layer rirk i'll send it back over to you. >> so are we out of the woods when it comes to the housing sector and what does it mean for the economy and the stock market? let's bring in cameron finley. and sherry olson. we also have alan valdez. pretty good penning home sales, alan, and i want to ask you at the very minimum, the whom housing sector has bottomed. don't you think that's a very optimistic sign? >> no question with b. it. the main problem that we got into this mess was the housing industry and you can see it's bottoming now. you can see a lot more confidence out there. i see it in my area. more people actually stepping up to buy houses. they're really taking an interest. and that's a good sign. we immediate that had sign. you saw construction spending yesterday. great sign. >> from your angle, what do you see here lending tree.com? what kind of mortgage demand, what kind of refi demand, howing demand? >> i th

>> i think you look at the market taken in this data, and it hasn't done much. to dan's point, it's discounting a better time. and you have to think about what is that better time? is it the consumer or the financials? i would say no. i would say trade those stocks. but if you want to get at the heart of the cyclical recovery, i think you look at tech, you look the at materials, you look at energy and industrials. because that's what the emerging markets need. that's where the stimulus is being delivered. and we've got an inventory correction, a big stim back-end loaded and a lot of skeptics out there that aren't in this yet. so i think you can still make money in this market, fits and starts, but opportunity. >> scott, just as a factoid, we haven't mentioned yet, inventories fell again? july, the inventory sales ratio is really rock bottom. that's a business recovery signal, is it not? >> it's a screaming business recovery signal, larry. it has pore tended just about every recovery we've had. just means everything is very lean. i use the metaphor of a beach ball

you look at this private equity space, what do you see? an improving market market, also some increased m & a activity activity. they're getting actively involved in the advisory role and that lines up well. assets under management, assets are coming back in, these guys have a lot of cash to deploy for deals that are well overdone, but i would say these guys bought a lot of deals and they're still saddled with billions. kkr, silver lake, all these guys also in the news today for tremendous both field flow, kkr and silver lake, a great sale, but still a play i would be careful, even though they have turned the corner. >> there he goes, the killjoy again. >> this started if february, the stock went higher, then started again in front of the earnings, and big man over there was all over that trade. >> we talked about -- why would you bet against them? they basically had the dry powder. they've got $29 billion ready to go into the market. >> and they're looking at financials. >> and they'll be allowed to buy more than they ever have. he also s

you look at who has the longest road to recovery right now? k you have to look at the reit space and the home builders, and then you have to break that down even further. i got short this week avalon bay. you get exposure there to apartments in terms of real estate, the reits and then if you look at kbh they have a california tax credit that has basically been exhausted, so the valuations that the names are trading at right now and the challenges moving forward in terms of them needing credit and the availability of credit right now, i think when you look at home builders and you look at reits, you actually want on go short here. >> i agree with joe on that and i would think about the guys that actually do take out the trash and i would talk about the rails and the guys that ship stuff and, guys, if we believe this is not a sustainable rally and the transportation stocks which usually lead us out and have gone 40% in the last couple of months with rail volume down 20% to 80%, you want to get out of the trades. they are cyclical trades if you th

you look at wells fargo, same type of a story. you have a tight band here. wells fargo, you do have a catalyst. you want to keep it in your mind right now. the catalyst is, are they going to have to raise capital. if they have to raise capital, that's going to put the stock down a little bit. that's why when you see the levels down here, if you're interested in something like wells fargo, buy the stock. you better buy the puts. you need that protection down here when you decide this is a buy. you better get it. boom, that's how you make money. >> coach? >> yo. >> what does the options market tell me? top and bottom. what do you see as an options guy on that as a telltale. >> fantastic question. you get to the upper end of this range. sorry about that. you get to up thor end of this range. lowest levels than it's been in multiple months. when you are seeing freeport mac up here, if you can't help but get in the stock. go goldman sachs is talking about $90. why not buy some puts to protect yourself. if you're wrong and it doesn't go to 90, you can hold on the

if you are looking for tolerance you can find hit in the scriptures? >> well, certainly all the scriptures are now sufficiently ambiguous. >> rose: that's my point, yeah. >> you can find anything you want in the koran or in the bible. >> rose: that, in fact... you go to islam, is there any place in the koran that people are... the radical fundamental edge such as al qaeda that osama bin laden can find things that he can say "ah, the bible speaks to me"? >> on the one hand, he can find a verse that literally says... well, it says "kill the polytheists wherever you find them." but on the other hand if you look closely at the context of that verse, then what it says is basically unless they're on your side in this particular war. and that illustrates. what i'm saying is that when he saw it being in his interest to ally with people. they are allies and think would be on his side. if you look at the koran closely that's what's going on. he was a warrior for much ofÑi e covers. there are a a lot of belligerent verses in there. but it's clear in context that

so you have to look good when you're on the red carpet. >> well, i mean -- you don't try to look bad.ook bad, but a lot of times it winds up happening. >> i've gone a bit glam. >> and people pay extra close attention to what you're wearing, they do, don't they? >> i guess. >> they do. i know they do. because, you know, the girls and i were talking about it. >> you follow my trends. >> well, i follow them in the same way like a stalker or a cere serial killer might. they'll say, cute top and i say, sienna has one just like it. >> thank you for the compliment. >> i know this is the first movie with explosions -- >> it's my first movie you're actually going to see. >> is that right? >> i think it might be. >> well, i have seen a few of your movies. normally you do kind of artistic movies. >> yeah. >> they're made for -- not for a huge audience. >> no, smaller indie artists. >> this is -- >> this couldn't be bigger. >> people in other countries will be excited to see an american soldier blowing everyone up you think? >> yes. >> because they're not excited when it really happens. >> yeah,

take a look at citigroup. you can see citigroup moving forward here throughout the day, over 1 billion shares there as well. finally, second leg of this whole rally occurred when the dollar dropped around 1:30 eastern time. that had a dramatic effect on some of the big commodity names. that helped more everybody forward as well. there's a big drop in the dollar. murphy, you can see a move up in some of the oil names. they have been lagging throughout this week. finally the aerospace maria bengsed boeing they're xpth first flight of the 787 dreamliner by the end of 2009. as a result not only all the aerospace names but the sparts suppliers that are influenced by boeing like goodrich and precision casting had a very nice day. i want to emphasize what good numbers dell had. they have been under pressure but margins have been under pressure for some of these big box makers because the netbooks, the margins are very poor from netbooks. here they are doing very well. great cost control, great execution. >> thank you ver

you have to be very careful. it looks like the bank stocks are ready to move higher. >> you think that they're driving the gains that we've seen at this point. >> two emotions here. one emotion, two different times in the little market we've had in the last six months, february, january, march, fear caused the selling. fear of missing the potential bottom. who know ifs it was the bottom or not, fear is driving a lot of the buying right now. the other point i would make is if you reference citigroup, aig, bank of america. if these stocks in particular -- if you look at them, these are a beta trade. and citigroup is a $3 stock. if you're a hedge fund, load up on this thing. you know where the downside is. the call and it's a call with a government guarantee. bank of america, the same thing. aig, the same thing. you can buy lots and lots of shares you. can you buy cheap puts at this point. because on historical basis, buy volatility. you can ride this trade. a ton of short interest here. and that's what's going on. these are

if you look at something in red light then you see something different than if you look at something in blue light. the idea is if you take pictures of the object in these different wave bands of light it will look different and if you can stack them up digitally in a computer, these different wave band of light then you can write algorithms of pages you want. you can bring the undertext forward and make the overtext disappear. and after five years of trying that was the practice and, you know, you can look at before and after photos of the archimedes book and very often it's difficult to tell they're the same page. and eventually using a technique perfected by keith knox who was at the boeing corporation which he spends most of his time looking at the sky looking at things we can't talk about. and what they found really caused a true sensation. for two reasons. one is that we found out new things about archimedes, revolutionary things about archimedes. but we also found out that some of these text in the archimedes book weren't by archimedes at all. they were from other books. and yo

it was 80, and it has a look back. you have bank of america going from 4 up to around 18. the amount of profits in the last five months have been absolutely outstanding. what i say about goldman, same type of look in the chart. the positive moving average line, price action looks different, decent, a little bit of a high or topping pattern here. but protect your profits at this point. goldman got above 160, put a stop in at 157, doesn't mean you have to liquidate your whole position, but if the market starts to come off and people start to become skiddish, we'll have a downdraft in a big way, why leave profits on the table? take 30% of that and put a protective spot on it, only if it closes below, take some profits off the table. that will never hurt you. we look at another recommendation that i put out on july 8th. and that was general electric. i recommended buying it at 10.75, i said it would go to 16, it's gotten up to 14.90. stopped short a little bit of my objective, backing and filling, i would put a stop under 13.

you. she looked okay in 2d. we had one week and -- >> only one week? >> and there were four more weeks after that. >> richard, a pleasure to have you. hope you'll come back. >> thanks very much. >> the ceo of imax. >>> coming up next, one of today's most popular trades. why traders are getting defensive in the pits when we go "trading after dark." oof! i hope he has that insurance. aflac! you really need it these days. how come? well if you're hurt and can't work it pays you cash... yeah to help with everyday bills like gas, the mortgage... ...and groceries. it's like insurance for daily living. so...what's it called? uhhhhh aflaaac!!!! oh yeah! that's it! aflac. we've got you under our wing. a-a-a-aflaaac! most people try to get rid of algae, and we're trying to grow it. the algae are very beautiful. they come in blue or red, golden, green. algae could be converted into biofuels... that we could someday run our cars on. in using algae to form biofuels, we're not competing with the food supply. and they absorb co2, so they help solve the greenhouse prob

also, if you look at what benmosce was making at his lost job, this is a company in distress. you need a really good guy to come in and turn this company around. we going to come in and pay him way below industry standards and think you're going to get somebody qualified to do this, it's just not going to happen, whether it's fair or not. >> you're exactly right. that's the difficulty. we've got to focus on a situation where taxpayers have essentially taken over an insurance company in aig. and now you've got the policy goals, he wanted not to put a lot of taxpayer money in someone's pocket, be frugal with taxpayer dollars, however, want to get top flight talent that can turn around and get some of that money returned to taxpayers in the long-term. the reality is, there are no good choices as long as the government is in the bailout. in the company. >> yeah. the key is getting the government out. >> are you telling me you can't find a qualified version for $7 million to republican run this company? that's half the industry standard as it is. you're saying basically you have to

and also take a look at consumer spending. if youe people using their credit cards again, look at visa, mastercard, you will have a pretty good peel for what's going to have in small business and pac. >> brad smith, thank you very much appreciate you taking the time and giving us the headline that he's not seeing the pick up in small business, which we know is instrumental for a broad economic recovery. >>> up knicks, it pays to play. recreational stocks, over the past month, gained 30%. does that pull out their wallets and maybe give a little bit of color to what brad just shared with you? sector spotlight after the break. some people buy a car based on the deal they get. others by the car of their dreams. during the lexus golden opportunity sales event, you can do both. special lease offers now available on the 2009 es 350. >>> in the headlines, markets accelerated to the upside. existing home sales number, the reason for that. dupont beat cat. ge leading the dow. the overall leader on the s&p. that stock right now, the ticker up a

you look at the graphic.or all-time earned run average at home all the way back in 1985. lannan right there at 1.91. if he had a great night tonight, he could press mr. gullic sorn. >> looking for win number eight our own john lannan. debbi taylor had a chance to talk with lannan before he gets ready for tonight's start. >> thank you very much. john, the first thing i want to ask you is what is going to begoing through your mind as nick johnson steps to the plate? >> you know, it's going to be a little weird, but i know what i have to do against him. he's a great hitter. going to mix it up a little bit. it will be a challenge. >> he's such a patient hitter and his on-base percentage is incredible. do you enjoy that challenge of facing somebody like that? >> yeah, guys who make contact are guys i like facing because that's what i look for contact. he's very patient and i'm going to run the zone, so i'm going to give him pitches to hit. >> this is such an exclusive lineup. what's the key to containing the flori

regis, i'm not feeling too good right now on your final trade, but if you look at the commodities, if you look at the materials sector, when they are going to continue with an easy monetary policy, it's a

when you look at the effectiveness, that's important. you have to make sure that that doesn't limit choice for the health care provider. you and i may respond differently. the provider needs to know the best medications and devices and the best way of treating patients, but they have to be able to make choice for what's best for you or me. the one thing that's important that we have to always remember is that if we want our arms around seattle care, we have to look at wellness and prevention. we have to start going further back in keeping people healthy. >> rather than letting them get sick and treating them. >> the company has done a couple of deals and you bought one out right and you bought a sizable stake in the drugmaker. as we stand here, how much cash do you have and are you going to do more similar deals or get caught up with pfizer and merck? >> there is not a deal that goes down that we are not consulted with or looked at. our way of doing things is to get into an opportunity and something has a lot of headway as opposed to payi

sure, you can lose the weight, but you really have to change how you look at food. shouldn'ts to protect ourselves and fight back. >> what are the steps? >> diets are not going to work. you really have to change how you look at food. if you look at that huge plate of fries and say that's my friend, that's going to make me feel better there is nothing i can do that gets in the way of you and finishing the plate, you have to look at food differently. you can't just say i want to lose weight. but i want the food. you have to look at food differently. >> here in new york they started listing calories when you buy things. i have experienced this heard from people say it has affected their behavior. when they are concerned with the fact the thing they are going to order is this many hundreds of calories they think twice about it. you could have figured out what it was before it was posted. >> i was in the google cafeteria there in front of every dish, either a red sign, yellow sign or green sign. it had an effect. green, red just have a little bit. yellow, eat moderate amo

>> why are you looking at me? (announcer) introducing new tums dual action. this tums goes to work in seconds and lasts for hours. all day or night. new tums dual action. bring it on. >>> whatever you think about china, it's america's banker. it sent 150 of its top diplomats to washington this week to check up on its investments and talk about the way forward in the u.s./chinese relationship, outside of this global economic crisis. >> the actions taken by the united states and china have made a very substantial contribution to our collective success so far in blunting the force of this economic recession and beginning to restore confidence. >> but our next guest isn't so confident anything was accomplished. in fact, he's called these meetings one big debutante ball. scott paul is the executive director of the alliance for american manufacturing. welcome to the program. you know, the white house was billing this as the first strategic and economic dialog between the two countries. as we all know, a strategic and economic dialog began under the bush administrati

you, captain... ahab. well, it looksyou haven't had a claim in over four years, so you don't have to pay a deductible. that means you saved $500! $500? i could get an electronic fish-finder. that's the spirit. saving you money on boat insurance. now that's progressive. call or click today. >>> welcome back to "fast money." we're live at nasdaq market site in new york city's times square. want to keep you up to date on electronic arts, actually rolling over. we got more commentary from that conference call, the ceo saying he expects profit margins to be down year over year. so there are concerns over margins and he's cautious in that. we'll keep you posted as developments warrant. after july's market rally, certain stocks climbed by double digits. after such big run--up, which green shoots may be weeds in your garden? a portfolio ripe for a pull back here. joining us for "trading after dark" senior options analyst brian overby. brian, great to have you with us. which stocks are you keeping watch on? >> the two stocks i'd