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We had a few clouds hanging over the market and civil unrest will derail plans to reopen the economy and add to that the rising tensions with china the white house blocking Chinese Airlines from flying to the United States and the ongoing coronavirus pandemic plenty of reasons for investors to be worried and yet here we are. Stocks are sitting at threemonth highs. Guy, what is that expression that you like to say, bad news, good price action and something along those i mean, is that what were seeing in the markets here yeah. Pretty much. Dont label me some raging books, tim, steve and other people i dont know if theyve necessarily seen the extent of this, but theyve clearly said the pain train is higher and thats correct. What it comes down to is would you rather be right or would you rather make money. The warning signs are clearly there. If your stock goes from 5 to 10, youve doubled your money regardless of the reasons why and thats what its come down to and one other thing ill throw out there just on top of everything you mentioned and even if you assume and i know valuations dont necessarily matter, but at some point they do, and even if you assume 130 worth of earnings you are trading 24 times and thats a lofty level and youre talking a 2500 s p where the s p 500 over at gdp probably approaching 150 which was the warning sign back in the fall nobody seems to care because you have the Federal Reserve and you have germany going down the same path i dont know how this end, but right now the market is just focused on that, in my opinion weve got that wave of liquidity from around the world, but also we are starting to see some green chutes when it comes to the Economic Data adp coming out and it was orders of magnitude, tim, better than what was expected. It was a decline of 2. 7 versus what was expected which is north of eight in terms of a decline yeah. And there may be statistical outliars that make that number funky and on friday were expecting, whats interesting about it is you will lose 13. 5 million job, but you will have rehiring of 8. 8 netnet minus 4. 7. This is kind of where we are with unemployment is going to be at 17. 2. Hard to do cart wheel, but relative victory possibly. I do think its funny because as we talk about the market and guy references this, too we rarely talk about the volatility to the upside and so i dont think well have a market special today on the upside, but the reality is its been extraordinary and it has been ferocious and you mentioned the rest of the world and the ecb meets tomorrow and theyll reignite their bond buying program. European stocks are up 21 and the dax has outperformed the s p 513 in the last 15 days emerging markets have been on a tear, and you get to a place where you start to wonder where theres still something left in a bunch of these rallies if you look at the s p which has spent six days above the 2 hunday moving average and you look at relative indicators and all of those things that got to obscene lows at the bottom on march 13th and you have 77 rsi which anything above 70 tells you youre at least in frothy territory if yourelooking at nineday rsi i dont want to bore you with those numbers. I just want to tell you if you look at the dollar and the s p you have two things that are either oversold or overbought in the short term and thats something that i think you have to correct out karen, youre a Value Investor so as you look at the markets and you see todays 3. 8 gain in financials, more than 3 gain in industrials, do you start thinking to yourself, value is harder to find or put it another way, would you start thinking about trimming some of the winners . Yes, i definitely would i like days like this, how do you navigate this market i feel how to do in the down market and i believe which is up 100 from the bottom and i still like the name. So what do you do . This rally, i think, is pretty long in the tooth. I looked just a few minutes ago at some of the out of the money calls. The volatility there is very high so you will get a lot of premiums and ill probably do that, and for the banks theres more room to run there, but if this happens a day or two and i would look to sell some upside calls there as well and im looking at the volatility index and the market at large. Still stuck and six months ago i would never consider buying and ill look at buying protection yoecht to get too options actiony and guy adami, i know its your favorite show. These are strategies that maybe investors now should actually consider because as karen mentioned volatility is high and there are ways to protect that which might replace your stock position it makes a lot of sense, but to karens point on a broader level, you can take advantage of some of the moves on the upside and you can stay with your long stock ask worst case is youll get called away, but you also earn that premium that to karens point is still lofty so the way to clearly take advantage of this and its interesting, directionally market wise i definitely havent been right, but weve caught some decent moves and for example, the Delta Air Lines move i think it was may 16th when they would reduce their pilot force by half, but from 18 to 28 if youre in that name you could sell some upside calls against that and its not the worst thing in the world and you are correct. My favorite show outside of mash reruns is options actions fridays at 5 30. Im sure tony, mike and carter do appreciate that as do i. In terms of the stocks rally off the bottom and the whole market has rallied off the bottom in particular, if you invested in an airline, in a cruise line and all these that reopening trade sort of names would you trim those at this point and guys got a lot of hawk eye pierce to him, but what i would say is if you had to choose between these recovery trades and thats a match reference, by the way. Guy talked about pilots that were laid off and airlines have only retired 3 of their airplanes. Meaning capacity cuts can be put back into place and its just a timing trade, really this is the story. Steve grasso joins us by phone. Technology doesnt always work for us these days. Steve grasso, what did you make of todays Market Action you can here me now, right . Just confirming. Yes i heard the other traders and what they were talking about, when you have something when a market is so offside the way weve been so offside to the down side, then you get a big beat in auto sales and the big beat in China Service pmi, and you start to look at where the dollars falling and the values coming on and its catching a lot of people off guard and when you do that people have to catch up so they buy the things that they need to buy. They werent invested in that value trade and they werent invested enough in the overall market to begin with so they have to change, and then we start ripping through some of the Technical Levels in the s p. We stayed behind the 300day moving average which is 3,000 and were basically closing in on old highs and trying to make new highs. Its a testament that everyone figured wed have a second issue with the virus when we restarted the economy and we havent seen that yet its early and people were caught offside, plain and simple. Joining us on the cnbc news line, the chief equity derivatives strategist mandy, always great to speak with you thanks, malicea. Options traders are chasing this what does that mean . Is it a contrarian indicator does it con terrell the rally . Investors have been very much caught upside on this rally and what were starting to see is a little bit of the panicked buying of upside, that fomo, were starting to see it in the Options Market and in particular one dynamic and were seeing the option market is the market, and the optionimplied volatility is going higher which is rare because typically its only the market down day, and what this is really indicative is two things traders are calling in and you have a higher list of upside and b, its driven by the flow that wo were seeing and were starting to see some chunky upside in the market i think the last time, last few times i was on the show with you guys i highlighted how despite the rally all of the clients were allprotection clients and that has changed and thats been the notable change in the option market over the past two weeks is the chasing that were starting to see and particularly i would highlight thats been happening at the sector level like financials, et cetera, and the beaten up sectors and thats where were seeing the most bullish activity. In terms of when you would say maybe investors are questioning that fomo move would that be when the relationship between the move higher and applied volatility comes back to the norm so in opposite directions . Yes so this dynamic, the market can be a contrarian. You look at january 2018 and that is another rally where it is 5 and it has a notable spot and obviously, that was ultimately followed by a sharp pullback yes that could be a contrarian indicator, but one thing maybe i would just highlight here is the markets are back near the highs. The nasdaq at alltime highs and i would actually say the rally has felt to me, two different drivers. The initial rally i would characterize and in the sense it was largely led by a few megacap tech names. So if you look at the name of the stocks thats most sensitive with underlying, Economic Growth financials, industrials, et cetera those names and those sectors didnt really rally along with the market and it wasnt until the past two weeks that we started to see them start to outperform only in the past few weeks have we seen the key investors tornado more optimistic on the shape of the economic recovery so despite the fact that the market has been rallying since march, were in a different stage now than we were in april or march. Steve grassos got a question so, mandy, when you talk about value coming out now and people chasing value of the overall market, when you think about level and growth these are levels that i havent seen since 1770 and the falling economic there are, about thor Economic Data and a steeper yield curve. Is there any way that this could be a good thing in your mind if youio flif it on its head. For us when we look back historically to see when value has sustainably outperformed growth its always on the back of Economic Growth which clearly is a risk here and it could happen, right . This is not the first time weve seen this. We actually highlighted, for example, last september as well as the Fourth Quarter and we saw similarer have if i ka similar verifications from value that were short lived and from there we have Economic Growth which didnt accelerate and didnt pick up and thats why that location was short lived. To me, for this location to have life we need to see much better in the coming weeks and months all right mandy, well let you go. Thank you very much for your time we do appreciate it. Hand you xu of Credit Suisse and she believes the markets are off 10 , and i dont know what it is about the 10 number or level or what it is about that, but 10 seems to be the magic Downside Risk number. Right well correction by definition, thats where you are also relative to the moves weve had, 10 seems like, yeah this is fair we could take a breather down 10 and 10 pullback is quite painful. I think the lets be clear. This will be a pretty funny shaped w no matter what it looks like because if you look at semiconductors, she talked about the nasdaq the semiconductors are all of the way back to their highs and these prognostications when analysts have decided to throw 2020 and largely 2021 earnings out the window and the fed is here if you talked about the vix. I think the vix can go lower as long as the fed is where they are, i think the vix will be damped down and thats the trend of the last couple of years. Karen, last thoughts . Well, i like that she did say shes seeing volatility rise in the options for the industrials and the financials and thats maybe what im going it go on the side of. Coming up, china tensions on the rise that mounts that sent class soaring. The ultimate work from home play live up to expectations. Fast money is back in two. Welcome back to fast money. U. S. Airline stocks soaring today after the Trump Administration announced it will ban chinese Passenger Airlines from flying into the United States lets get to phil lebeau who has the details. The u. S. And china have been negotiating for several weeks about the resumption of flights by u. S. Carriers, delta, american and united from the u. S. Back to china remember they stopped back in january. They couldnt come to an agreement so starting on june 16th, the u. S. Has said were not going to let the chinese continue flying in here. That impacts four Chinese Airlines and they are essentially the department of transportation is cutting service, Passenger Service between china and the United States remember, theyve been flying about 34 flights a week. Chinese airlines from china into the u. S. , coming into new york, chicago, los angeles not a huge load of flight, but enough that the department of transportation is saying were not going to do that anymore a couple of the Chinese Airlines that do trade in the United States, were talking about China Southern as well as china eastern. Keep in mind that these are the two Largest Airline markets in the world. In 2018 there were more than 8. 5 Million People who flew between the two countries. As for delta, united and they moved faster than the Airline Stocks today the u. S. Airlines, they suspended their operations to china back on january 31st and thats when president butrump p the restrictions in on chinese nationals coming into the u. S. Because of covid19. Theyve been negotiating and howing to resume the flights and how often they would happen and the schedules and as those talks dragged on, eventually, the department of transportation said enough is enough and were not going to let you fly here until we can get this work done. Once upon a time china was seen as a Growth Market for the u. S. Airline and if you had to take that out permanently, what would that mean to the industry . Oh, its huge its huge. Especially when you take an airline like united and from there theyve been able to further expand their offerings throughout asia, and so if you took it away permanently and no one expects to go away perm minutel permanently, and the hope is that eventually they will figure out a way to get the schedules going again and especially if you have covid19 easing in the future, you want that to resume again and the belief is that they will. Thank you phil lebeau. Thats the key, right . When will people feel comfortable. Delta will continue to not take middle seat reservations until the end of september karen, how are you feeling about the airlines now that the airlines may be through the worst i think maybe through the worst i dont know any is the short answer and im concerned and if i had to pick one i would have to go with southwestern or southwest because i would want to just be in the u. S. And in terms of the Balance Sheet, i think theyre in the best shape and dealta was downgraded today, and i wish him well, but i cant get onboard. Theyre just losing too much money. Tim i think for airlines, the question of recovery is not when, but if and yes, i understand where capacity cuts have gone and delta announced that firstclass capacity will basically cut seats 50 and i think thats about giving people more confidence to get back on the planes and the more that people have had this visceral reaction to the visuals where the sneeze goes around the airplane and that allows it to organically shake out and thats exactly how weve seen the return to Airline Stocks as investments and its almost as people have assessed the risk in flying themselves. So i think capacity cuts are not permanent and i think airlines, you know, we talked about that jets etf if you want to play the sector thats one way to do it, but Delta Air Lines has the best Balance Sheet of the major carriers. Fun facts about the jets etf, 64th consecutive day of inflows into the etf according to bloomberg. So this is catching a lot of attention and probably by retail investors. Guy adami, boeing has been working hard about trying to figure out Filtration Systems and ways to circulate the air in the cabin that would make it safer for people boeing, by the way, had a huge pop in todays session huge move today, and i hope they figure it out when youre sitting on top of somebody on some of these planes, as you know, its a little cramped and you can put a filtration system known to mankind and it will be somewhat problematic. Look at boeing it went to 90 bucks and rallied to 180 and it got to 114 and here we are at 180 and if youve been in this, and im sure dave portnoy is watching. This is his favorite show we did talk about it is his favorite show now, right did we establish that . I think so. Thats fantastic. Say hi to dave. How can it not be should be dick reached out and hes a huge fast money fan now. I totally digress. 31 the level i think you can trade up to. Coming up, one of the most heavily traded stocks getting a bit of a make over and the potential shares that got these shares popping snap takes a stand and thats got one of our traders selling out of his position in the stock. The full details when fast money returns need better sleep . Try natures bounty sleep3, a unique trilayer supplement that calms you, helps you fall asleep faster and stay asleep longer great sleep comes naturally with sleep3. Only from natures bounty. Welcome back to fast money. Big news out of nap. It is drawing a line when it comes to President Trumps posts. Lets get to julia it dipped after news that the company is no longer promoting the president s content on its snapchat discover platform the company saying, quote, we will not amplify voices who incite racial violence and injustice by giving them free promotion on discover. Racial injustice have no place in our society and we stand together with all those who seek justice in america his account remains public, but discover features curated content from trusted news sources. He expressed similar thoughts in the companywide memo to his employees saying, quote, we may continue to allow divisive people to maintain an account on snapchat as long as the content that is published on snapchat is consistent on Community Guidelines and we will not promote that account or content in any way president Trumps Campaign manager responding to snap with a statement saying, snapchat is trying to rig the 2020 election. He accuses snap of promoting former Vice President biden and suppressing President Trump. We have reached out to snap for comment on this statement. It is worth noting that those snap shares did end up flat for the day and up 20 so far this year all of this news from snap comes decided to put warning labels on some of the president s tweets while in contrast, Facebooks Mark Zuckerberg chose to not take any action on the president s post on facebook which many could see as inciting violence that drew a lot of pushback there to zuckerbergs decision there. Back over to you sn Julia Boorstin if you had the same reaction to this story, i personally thought when i read it i had no idea that President Trump had a snapchat account, and i would not have thought its interesting, guy, because weve been saying all along that facebook and twitter had been squarely in the debate, snap and pinterest seem to be winners because people thought they would be on the sideline, but here we are. Yeah. I had no idea either, clearly. There are a number of reasons to sell snap chat and this is one of them and the main reason is the run its had and we were right up against the levels we saw on january 22nd, i believe, theyre opening up their app to the thirdparty developers and that was the model that we chat made and there was a compelling reason that you stayed with this i would stay with it here and i think theres further upside for snap would you rather . Ill go to the king of would you rather and you sold your position in snap i did and i kind of i was on the fence on this one and for the reasons that it is up 20 year to date and the relative index is flirting with overbought. It is pushing up against the 1975 january high. So thoseare the negatives. I do think it has the ability to break out, but yept to hear a political war for the next couple of months and President Trump has a pretty big leg to stand on when hes slinging stuff at other companies im actually thinking of buying facebook with the proceeds because i believe that facebook has navigated this perfectly so far, standing in the neutral zone twitter and snap are taking a place in their flag in the sand and facebook look to be above the fray at this point, but im out of the name. I had a good profit and i thought it would last longer and i wish people the best of luck staying in it and it might very well still be breaking out, but i chose to step aside. Facebook navigating this perfectly because it is staying on the sidelines largely karen finerman, do you think we know that for sure or is the jury still out as to whether there will be some blowback of sort i thought there would have been more more blowback than weve seen so far, so maybe it isnt over, but i like you on snapchat, didnt realize the president had an account who are the snapchat users 90 are age 13 to 24 so thats probably not his base and i also cant help, but think peopl people enjoyed putting zuckerberg back on the hot seat again just a day after there was news about him addressing his employees in the town square of the two, i would rather own facebook by a lot. The trump Campaign Manager and part of the response is calling spiegel, radical snapchat ceo evan spiegel. So this is really a strong response, tim. Well, it is, and i didnt know the president had a snapchat account either. I did know that guy had a pinterest page but seeing that Mark Zuckerberg has taken a neutral ground im not sure that thats whats going on either. So i think there is a tactical approach, but saying if neutral was possible i think everyone would want to be neutral, but unfortunately, i dont think there is a neutral here and i think thats how people need to line up. Neutral seems to be in the eye of the beholder these days coming up, mall madness well tell you what happened to one major mall owner that is a true sign of the times for retail. New numbers of how Many Americans would be willing to get a Coronavirus Vaccine and why its hardly a shot in the arm for the drugmaker. The exclusive details when fast money returns welcome back to fast money. The race for a Coronavirus Vaccine heating up today as the white house narrows down its search for a Coronavirus Vaccine to five drugmakers meg tirrell joins us with the latest meg . Hi, melissa those five Companies Reportedly being selected by the Trump Administration as frontrunners for a covid vaccine, astrazeneca j j, merck and pfizer and thats according to the new york times. If they do get on the market they may face an uphill battle exclusive data from cnbc and Research Shows 38 of responders in a National Poll say they definitely get a covid19 vaccine if it becomes available. 16 said they probably would 21 said definitely not. Democrats are much more likely to plan to get the vaccine, 56 versus just even for republicans. 41 of republicans said they would not. The overall numbers arent too different from the rates for seasonal flu vaccines and less than half of adults typically are vaccinated against the flu each year according to the cdc while the rates are higher for children and the 54 of people who they say will get a covid19 vaccine is still lower than the estimates that is needed to reach herd immunity where enough people are immune to vaccination or exposure to the virus to protect everyone else and that threshold is estimated at 60 to 70 . One bright spot though for the Drug Companies if you can call it that, the poll looked at approval of their performance during the pandemic and the number his been pretty bad all along with more than 70 disapproval nationally in the second half of may, approval of the drug companys performance ticked up and now it is at 11 . Meg, thank you. Meg tirrell. Guy adami, the number of people who are not willing to get the vaccine, that doesnt necessarily surprise me. I dont know if i want to be first in line to get that shot in the arm, but in terms of the good will that drugmakers have gotten by going for the vaccine, i mean, that could translate huge politically one would think, but will it manifest itself in higher stock prices look at what weve seen with gilead, for example, the stock went from 77 to 85 and it went all of the way back to 70. We talked about moderna a number of times, and i dont necessarily think you can game this by buying stocks that can come up with a vaccine because i dont know what it will mean necessarily to the bottom line what i will say is this, i still think bigcap pharma is inexpensive and there are places to be in biotech quickly weve done a decent job with amgen and we pointed out that it will have trouble at 245, the high we saw in december and thats whats happened and amgen is a name that sticks out to me and youre looking for an entry point and in my opinion, if it gets down to 210 thats a name you buy with two hands and gilead is getting an upgrade today on the better outlook for remdesivir, the treatment for covid19 tim, we simply dont know about the economics in terms of how much drugmakers, if anything, they will make on any of these treatments or vaccines. Right well, and again, i would side with guy with valuations and there is relative to the overall market and i like merck, to the peer group on valuation, but once again, these numbers and announcements on the vaccine and the testing and treatments, i think if anything, todays poll it tells you more about the veracity in which people are getting back out there it tells you more about potentially the strength behind getting back to work and how quickly and how aggressively we could and i know we have no idea on how it will be on the rebound, but it tells you that people are getting ready to get back to it aggressively and whether they have fear of the vaccine or being first in line or theyre not buying it and they think that theyve probably already been exposed and they found out they do have the antibody i hear that news and i think of it more as an economic poll and i think its positive. Coming up, deals and danger could the Coronavirus Crisis put money mergers in jeopardy. The two names that were watching, plus slack setting up to report earnings tomorrow and how much higher they can surge more fast money right after this need better sleep . Try natures bounty sleep3, a unique trilayer supplement that calms you, helps you fall asleep faster and stay asleep longer great sleep comes naturally with sleep3. Only from natures bounty. Welcome back. Its mall madness on fast money. Two catching your eye today. Cbl properties missing a 12 million payment and its the first major mall owner to miss a payment since the coronavirus broke out. Karen, the company said it did this in order to potentially renegotiate with bondholders what do you make of this well, this one has been happening in slow motion for a while and so some of the other mall sort of the lesser mall reits have been trading very poorly before coronavirus and now you know, theyre just trade ago on i dont know, guy might not, something really small amount of money or drill bit size, maybe it is. So for me i dont want toplay any of those and i looked at hangar today and thats a name i used to look at and thats probably not for me either and i would have to go with something much more, you know, aquality mall and that would leave a simon or taubman and it would probably go with a taubman as we talk about in a minute and well have a lot of risk there weve had a lot of gree arrows in the space and karen had mentioned tanger and the ceo of speaking at a virtual industry conference and said basically that traffic in north i believe excuse me, im going to look at my notes, but traffic in a state that had recently reopened was back to 80 of precovid levels and so the stock was up 11 you have to wonder if thats an outliar because its got outdoor malls. Its got the low price point because its outlets and premium outlets. So if the price points are lore its a perceived value play or youre smiling im smiling because i have visions ive been to the outdoor malls and people walk around with luggage, not because they bought luggage, but because thats what they put the stuff they bought in oop its a fascinating study in Human Behavior and this is something i learned from tim years ago when the news gets less bad thats when the stocks do their best and thats what youre seeing now. Less bad, it doesnt mean by any stretch that things are good and less bad is where you get your biggest moves and thats what youre seeing right now. South carolina was the state. I knew it was a carolina, and i didnt want to mix them up there is a mega mall merger that could be in jeopardy, lets bring in roy behren of westchester capital. Thank you for having me we are talking about simon taubman which is what karen brought up minutes before. We havent gotten updates from the companyings either through earnings or filings calls. No, david simon on the call was asked several times can you give us what the status is, and people asked him why he couldnt comment either the mall sector in particular has been affected by the pandemic and the crisis that weve had and the economic turndown, particularly with the doors closed and as you saw from the last mall company we were talking about and the one thing i would say about the taubman deal is that the merger agreement is tight you discussed tiffany having the taubman and since it was announced after the beginning of the year this year that any pandemic is not grounds for terminating the agreement. So including the results of the pandemic that was referred to in the material adverse change clause which typically governs the grounds under which parties can terminate the transaction. So it carved out the effects of the pandemic from the material adverse change it looks like its very, very tight, david simon has been chasing down taubman for 15 years now. Its a great fit hes wanted to buy them forever. The merger agreement is super tight. So its timing that the deal gets done, is it also that the deal gets done on the preagreed upon price thats unclear. There are often conditioners on covenants that are involved as well regarding leverage and the ability of the target company to draw down debt that may involve a change in the way the companies typically operate. Merger agreements are a legal contract they try to protect the partys rights and define the be on li gagds of the party as well as possible, but two people can look at an agreement and see two Different Things and thats why ive got a Research Piece from ubs about the tiffany deal and it was 11 pages long and the first page, threequarters were content and the others were legal disclaimers. There would still be no agreement to whatever that means. So although everybody thinks the agreement is tight, sometimes they are subject to interpretation and sometimes the companies will just settle to avoid long, drawnout litigation litigation can be expensive and very damaging to a companys operations its karen. Let me ask you something i agree settlement is definitely an option and say things really unravel and what do you think the downside is of taubmans stock . I think it depends on how quickly things open. People have spoken about taubman and the deal is for 52 and theyre talking about it as possibly Single Digits it really depends on by the way, these clauses and the material adverse change clauses have been held in court that the effect of these of these downturns and these effects from the the events such as pandemics and natural disasters have to be durationally significant in order for them to be material adverse change if a mall closing down operations would be considered a mack for that purpose, even if there is an extreme downturn in their financial results. Having said that, the research ive seen is that if this continues for a long time the downside could be Single Digits and it would certainly be below 20. Roy, good to speak to you thank you for your time. Roy behren of westchester capital. Karen, how would you trade this today . I dont own any taubman, but the discussion last night about tiffany got me sort of reminiscing about being a risk arbitrageur and its now a 22 spread a 21 . 20 spread to the upside, i dont know what to the downside, maybe 40 or so, but i think the lickly hood of either a negotiated deal for less than 135 is the most likely outcomes. I want to be an arbitrageur, right, guy i cant spell it. I like to be things that i can spell. I love the laugh track. Why options traders are betting on big things when slack reports tomorrow later, keeping up with appearance e the one beauty daock that gotta i big boost toy thanks to Kim Kardashian fast money is back in two. When we started our business we were paying an arm and a leg for postage. I remember setting up shipstation. One or two clicks and everything was up and running. I was printing out labels and saving money. Shipstation saves us so much time. It makes it really easy and seamless. 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Now thats simple, easy, awesome. Transfer your service in minutes, making moving with xfinity a breeze. Visit xfinity. Com moving today. Welcome back to fast money. Check out shares of slack jumping to brandnew alltime closing highs. The Company Reports tomorrow options betters betting it will close hire mike khouw has the action. Calls output traded five to one for the last 20 days on average, actually. It did so again today. The Options Market is implying a move of just after 12 after they report earnings the biggest trade we saw today was a big one and an interesting one. Somebody sold 7,000 of the january 202245strike calls for just under 8. 90 a piece and bought 4,000 shares of stock at just under 40 bucks and close to 39. Basically, this say trade expecting to volatility to compress and it will make the most money if it goes to the 45 stock price by the january 2022, and it will make money if volatility comes in and premiums are i have high and i think they think things will begin to normalize and they like being long the stock, apparently. Tim, it seems that the key to this trade is a very long timeframe. Its a long timeframe and thats clearly the secular trend here i think if you look at what weve seen in the entire space and looked from home valuations are difficult to stomach the momentum in these trades makes it very clear theres still a pathway. Steve the way i look at this thing is you go back to the ipo price which was basically 26, and trade it straight up to 42, 42ish its taken a year to get it back to this level and it is at the epicenter of what people are reaching for so when we opened up the show and talked about value and tech, tech will always have a sweet spot for the masses and this one, although its taken a year to get back to that level it seems like its still in the bullseye to attract new investment dollars mike khouw, thanks for the action and tune into the full show on friday at 5 30 p. M. Eastern time the one beauty stock getting glammed on reports that it is in talks with Kim Kardashian. We will reveal the name when fast money returns our Retirement Plan with voya gives us confidence. Yeah, they help us with achievable steps along the way. So we can spend a bit now, knowing were prepared for the future. Surprise we renovated the guest room, so you can live with us. Oooh, well. Im good at my condo. Oh. I love her condo. Nana throws the best parties. Well planned, well invested, well protected. Voya. Be confident to and through retirement. Welcome back to fast money, cody looks to deepen its ties with the kardashian clan, it is in talks to produce Kim Kardashianwest, excuse me, while providing no details the news comes after coty bought with kylie jenner, for 600 million. I dont know why, but i feel i should go to tim with this. A collaboration with Kim Kardashian is certainly interesting, but lets get back to coty and current and postpandemic dynamic for beauty its been pretty ugly. Coty went into this overlevered and theres a turnaround plan that kind of got scuttled and the kkr stepped in and theres a very competent and someone that can navigate some of the moving pieces here. This is good news and this isnt great news and it doesnt solve the problem, but two kardashians is probably better than one. Karen, beauty has always been looked as as a small luxury. Times are tough you buy a lipstick or a lotion and it makes you feel better. Right i mean, i was wondering was kylie upset that kim then did this i dont know i dont know if theyll fight about it, i dont really know, but you know or shes, like, hey. Coty overpays. I dont know theres a lot of debt here and i would rather be in an ulta and sort of a wait for traffic to come back which it will at some point. Time for the final trade and lets go around the horn steve grasso. Spirit airlines and ive been on this one for a while. If the stock had doubled and i spoke about it at 14, and i thought it could double again, the stock was up 20 again and i think its going twa28 bucks spirit saved tim citibank has underperformed the rest of the group. Karen . I want to take some risk off the table and things were opening up and you and i out of the money calls and ill sell some of those. Guy fire eye, mels. Thanks for watching fast. Se my mission is simple, to make you money im here to level the Playing Field for all investors. Theres always a bull market somewhere and i promise to help you find it. Mad money starts now hey, im cramer. Welcome to mad money. Welcome to cramerica other people want to make friends. Im just trying to make you some money. My job is not just to entertain you, but to educate, teach context. Call me 1800743cnbc tweet me jimcramer. Apparently america wants to do what americans do best, shop, ca rouse, gamble, generally have a good time. When theyre

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