microsoft, tesla, hitting all-time highs. the winners circle includes eclectic mix. ralph lauren and clorox, rebound in the airlines. even brick-and-mortar retailers. here to break it all down, danny hughes, belpointe chief market strategist david nelson. what do you make of today's session even this week so far. >> i think it has been exciting. that's for sure. this is a lot of central bank love. the on monday and tuesday, the china central bank put in over 171 billion on monday. 71 billion this morning. neil: didn't we know they would do that on friday. >> makes a difference when we see it actually happened. charles: markets close adweek. everyone knew china would pump in a ton of money and maybe strong arm a few folks. you know what happened during the great recession. try to short a stock in china right now. you might get a visit. what do you make of it then, david? >> i think a couple things are going on. i think stocks are starting to sniff out good news at this point. looking at some numbers. fatality rate this time is lot less than what we saw under sars in 2003. 8,000 cases back then, 11% fatality rate. we seem to be holding 2%. even in wuhan it is less tan 5%. the second thing, i thought ism's manufacturing number was a juggernaut. first time over 50 since august. stocks are starting to sniff out good news that this will not drag down the markets. charles: i have been calling this, danny, manufacturing rebound. i'm not sure of oil industry. big construction projects we night not get that equipment will rebound. ip will be through the roof. with david's point we saw major evidence of that. not just yesterday's number. empire state, philly fed, richmond fed, signs that could come back, household formation. residential investment seems to be taking off as well. >> to your point, i think manufacturing will do well in the united states. but i think that has a hot to do with china troubles, trade issues we've been having. now that china has all the issues with the flu or this virus, i think we're also going to see a big pushback on that. bp putting out a note the other day hoping that this big meeting with opec, they demand that opec actually slow down by a million barrels a day so we -- >> as a cartel-like structure. i question they can really do anything. >> that is why they have the powers like u.s. no such thing. only ones that are influenced. >> i don't think that will do it. it will -- charles: put a bottom in it. oil come down a lot. still supply and demand issue but beyond that you know, talking about, we're in the midst of earnings season. for the most parts earnings come in a lot better than anticipated, just, they just have. i know a lot of stocks were priced for perfection. we saw that last week. i call it priced for near term perfection. overall hard to be, not to be enthusiastic what we see so far with 300 names reporting. >> i think reporting has been amazing. look how the big companies are looking forward especially in the face of what is going on in china. is that going to upset a lot of supply chains? is that going to really impact sales in the next quarter or this quarter we're in right now? we haven't really seen that too much, charles. i am optimistic with respect to that. >> part of that, david, talking about something the street missed, friday you had two consult reports. "morningstar" and. consumer was not phased at all by the coronavirus. ironically with the morning consult as week went on consumer confidence got higher into friday. so you know, if the american consumer doesn't blink, that's a great sign. >> big part of our economy. i think the other thing they're seeing, starting to see headlines that the medical community is starting to set up. gilead launching a trial, a clinical trial. a lot of other companies coming out saying they're working on a vaccine. they understand we'll get beyond this. this will not drag us down. it is a bump in the road for sure. we'll have to monitor it. hopefully we're beyond this. >> it is a three-month window, isn't it? they most likely come up with something that will cure people within three months. a lot of big drug companies saying. charles: right. >> almost to look at it, as quarter that was lost in a sense. charles: a lot of it, you get in the future too. airlines, plane takes off with empty seat you never get that back. if you don't sell a tractor today you might sell it next week. >> it is explainable, what it is. charles: hold on david and danny, one stock may not be explainable. kristina partsinevelos on floor of new york stock exchange with the tesla surge up 17%. over $900 a share. with are they saying down there, kristine? reporter: a lot of people saying it is fomo, fear of missing out. a lot of short-covering, so many short sellers bet wrong the direction of this stock. a lot of bullish analyst reports coming out. price targets increasing. argus came out jumped it to $808. largest shareholders of tesla increased hisnt venture were batteries saying that is profitable for them a lot of movements to help the stock. it climbed 20% higher. today we'll hit the number. will we see? look at overall market stocks are coming close to session highs. the dow right now in positive territory for 2020. the nasdaq could potentially hit another record close so we could have confetti throwing. what are some of the catalysts? started earlier in the morning when we knew china injected liquidity into the market to help the economic blow from the coronavirus. that really helped markets over there. look at 10-year government bonds, people pushed away from the safe stuff. that pushed up yields. stocks moving in the opposite direction. some sectors doing well. technology killing it out of the park today. google isn't. that is because of the revenue mess yesterday. even though they did share, they made $15 billion with youtube. back to you. charles: kristina, thank you very much. bring back dani hughes and david nelson. she says fomo. i say cray cray. some say tesla is example of 2000, pets.com. i wouldn't bo that far. i don't think we're in a 2000 environment. >> we're not. 1998, every issue was doing that, not just one or two. this is reminiscent almost like bitcoin. it is something that the underlying is not exactly understandable. they only sold 370,000 cars last year. their market cap is larger than most put together. charles: millenials bought a hot then. >> i have to push back a little bit. this is not just eyeballs. this company will actually make money. they will be profitable. >> some day. >> it has p-e ratio, six weeks ago when analysts started to get wind of it, including yours truly. i was shocked by numbers coming across the tape. is it mania? sure it is. is it parabolic? yes but it will make money. charles: two biggest sectors are industrials and -- i got an email, should i buy tesla? there is search for value. how do you navigate market like this? we're near all-time highs. people want to get in. that is one of the classic dilemmas. buy what is working even though it is already up big? do i fine something that hasn't moved yet? >> if you're trader looking at day-to-day number. as investor, long term investor you look at companies making sense right now. that are making money, paying you to you wait. dividend company with great cash flows. that will be here next 10, 20 years. that is the kind of thing -- charles: when tesla goes through the roof, customers are what's up, today. nni, you will thank me in 10 years. >> buy the car. see for yourself. charles: you told me you were in 3% cash. i never heard you in cash at all. >> i sold a stock on friday. i didn't pull a trigger what i that was a big mistake. the stock is up 8%. charles: how do you handle it in your portfolio? do you take a balanced approach? some momentum? yesterday materials were number one sector. today it is dangerous industrials. obvious folks are kicking tires. even brick-and-mortar retailers are up today. >> value for value sake it is a -- i'm happy to pay up. charles: stock is down for a valid reason? >> down for a valid reason. you do better stocks buying them at 52-week highs than 52 week lows. charles: what is the next big catalyst? >> coming out of the coronavirus. that they have it contained. hyundai is shutting down production outside of china korea. this is an issue. charles: maybe i'm crazy, david, when i heard this morning there was a story out before the open apple suppliers were told be ready to go back into production february 10th, that we're getting hard dates even though it means no business that actually could be taken as a positive? >> i have to believe, what you're talking about right now is part of the reason this market is rallying as hard as it is. there is finality to this. they can point to something. there is an end game. charles: dani, david, as you a pleasure. of course we'll stay on the market rally throughout the hour including paula abdul and kate upton are sparking moves in stocks and how celebrities making money in. iowa descending chaos. pete buttigieg declaring victory despite no results. bernie sanders says the system is rigged. chris matthews claiming trump the winner. it is all big news. the iowa meltdown is next. my body is truly powerful. i have the power to lower my blood sugar and a1c. because i can still make my own insulin. and trulicity activates my body to release it like it's supposed to. trulicity is for people with type 2 diabetes. it's not insulin. i take it once a week. it starts acting in my body from the first dose. trulicity isn't for people with type 1 diabetes or diabetic ketoacidosis. don't take trulicity if you're allergic to it, you or your family have medullary thyroid cancer, or have multiple endocrine neoplasia syndrome type 2. stop trulicity and call your doctor right away if you have an allergic reaction, a lump or swelling in your neck, or severe stomach pain. serious side effects may include pancreatitis. taking trulicity with a sulfonylurea or insulin increases low blood sugar risk. side effects include nausea, diarrhea, vomiting, belly pain, and decreased appetite, which lead to dehydration and may worsen kidney problems. i have it within me to lower my a1c. ask your doctor about trulicity. >> the guy in the white house is chuckling all night here, showing the democrats can't get a three-car funeral organized, whatever you want to call it. i would say to the people of iowa, the will the last person leaving des moines, please turn out the lights. charles: democrat party in chaos after mobile app, other technical difficulties continue to delay the results of the iowa caucuses with majority of results expected in three hours. chris matthews is right. president trump certainly taking a victory lap on twitter today, tweeting democrat caucus is unmitigated disaster the only person that can claim a big victory in iowa is trump. all the candidates left in the wee hours to head for new hampshire. not before each claimed they win this debacle in iowa. >> i have a food -- good feeling we'll do very, very well. >> it is too close to call. tell you what i do know. >> you won!. >> we'll walk out of here with our share of delegate. >> you know we have been punching way beyond our weight. >> iowa, you have shocked the nation. by all indications we are going on to new hampshire victorious! [cheering] charles: joining me now to answer for their party, formerly with the bernie sanders campaign 'tis lan figueroa and democratic strategist kevin walling. tezlan, mayor pete declared victory. people were going nuts. people talked about the some of the tweets #mayor cheat. that is one of the apps he used to creature moyle. >> #sneaky pete. people have to question, mayor pete first brought up the issue with the survey. a lot of folks are not covering that connecting those dots. he bought issues with quality concern of the survey. they didn't release that when bernie sanders was leading. obviously there is a lot of belief bernie sanders set looking and winning in iowa. we found it interesting that time poor bernie sanders set looking once again the establishment is having a hard time taking this. i will declare tomorrow as surrogate call-in sick day. once we get results at 5:00. a few your row pats will call in, disney and sick from all the spin tomorrow to not want to give bernie sanders this well earned victory. charles: klobuchar punched above her weight. biden said he won something. seems like everyone is declaring victory already. to tezlyn's points, you don't have to be conspiracy theorist. looking at changes. maybe they're making it easy for bloomberg or somebody else to punch at bernie sanders. and then this. what do you make of it? >> there are more questions than we have answers. we'll get some kind of picture of this race result at 4:00 p.m. central, 5:00 p.m. eastern. of course the iowa democratic party is mostly mute when it comes to just the kind of results they're going to release. adds a lot of fuel to the fire, to tezlyn's point, "des moines register" survey not going out on sunday night, which is a bellwether of that state. questions about that. of course you had four years to get this right. iowa democratic party really dropped the ball on this. charles: where does the party go from here, tezlyn? spinning aside. everyone moves on in new hampshire. that vote is next but how do they overcome this? it is a public embarassment and it does reveal a fractured democratic party? >> yeah and speaking to his point, democrat party dropped the ball but just to be honest, vice president biden dropped the ball as well. because he dropped the ball, every ball possible, volleyball, baseball, football, tennis ball, every ball he could drop was dropped. now the party leans towards michael bloomberg in the as at last minute because they feel like it is lost cause. we have issues. vice president joe biden starting out leading ahead, appears going with a deficit, coming in fourth or fifth place. i just don't know. it is fractured a party. a lot of people wanted to see joe biden do well for clarity. i'm not loyal to any particular candidate. we want to see democrats do well. joe biden's campaign suffered greatly on the ground with strategy and organization. he was more focused on beating trump but forgot he had to beat bernie sanders. that's a problem. charles: he has been running in the general election since he announced. maybe putting the cart before the horse. kevin, there is overall ethos of the party, the glue is anyone but trump but feels like even that may be coming apart or could come apart if some of these folks sniff out that things have been changed, specifically to help perhaps the entrance of a michael bloomberg. also there is a part of your party that has been railing against the kind of, notion of buying things where billionaires have unlimited checkbooks and unlimited status in this country? >> charles, it is a great point. the process is playing out. i still think you see vast majority of likely democratic primary voters saying number one issues who can beat donald trump. you saw the joe biden campaign put out an ad campaign touting his polling data against the president. of course the vice president is still sitting very pretty when it comes to south carolina, when it comes to nevada, when it comes to national polling. i think that the biden camp knew iowa would be struggle. iowa brings out most energized base supporters, it is a caucus system rather than a straight primary vote. the key takeaway every state going forward need a primary run by state board of elections, not a state democratic party coming out of this. charles: if this is hit what's to come, tezlyn, kevin -- >> it will be a wild ride. it will be a wild ride, charles. charles: buckle up, boys and girls. >> i'm ready. thank you. charles: folks it is the state of the union versus the the staf chaos as iowa grapples to find out the democratic winner. president trump gearing up to address the strong economy in a prime time address. has there ever been a better time for a president to speak to the nation? we'll get a preview for you next ♪. >> victory is not winning for our party, victory is winning for our country. charles: president trump expected to move away from last year's message of unity during the state of the union address tonight. instead is expected, he is expected to focus on the american comeback. the president delivering a speech in the same chamber he was impeached in over a month ago. no doubt he will focus on the american people. can he avoid one dig at his democratic nemesis? joining me here at the heritage foundation, president kc james. good to see you. >> good to see you. charles: apparently the theme will be american comeback tonight. you like that one? >> i love that one. what is not to be excited about. if you talk about the state of the union, what is the state of our union right now? it has never been better. you know the jobs numbers. all of the economy is doing well. people are flourishing. what is not to be excited about but you know, i really hope comes out of tonight? that we really can focus on the state of the union and not the state of the democrat party or the republican party. so i'm going to be watching the chamber. when something that is positive about this country is said i'm expecting all of them to recognize that the state of our union is well. charles: yeah. i mean that is a great thing to look for. i hope we get at least more than one. it would be wonderful. i've been surprised, the last couple of times that there were often moments where i thought everyone was standing unison. that is not necessarily happened. gets back to this morning, gallup put out a poll showing president trump's approval rating at an all-time high for him in office. he has 94% approval from republicans that is up 6 points. 42 from independents, up five points. 7% from democrats, down three. the 87 point gulf is largest of any president in history. you could argue we've never been more divided. where is the disconnect from this amazing economy, these amazing opportunities and the fact that approval could be that wide? you can drive a truck through that? >> well some people call it trump derangement syndrome that could account for that. i don't know if that's it. all i would say is that, that i see that there are people in our country who are so incredibly divided and, that they just can't embrace the vision, the wonderful things coming out of washington, d.c., right now. while all the noise is going on in capitol hill, just last week, we celebrated the usmca. we celebrated the beginning of a middle east peace process. we are looking forward to a positive, visionary message from the president tonight about the state of the union. i wish that we had been able to nail shut everything on the impeachment process. and that the speech tonight would be an opportunity for all americans to come together around this country. that all of us love so much. in a very positive way. this president has made promises, kept promises, and has a fantastic opportunity tonight to speak to middle class america and let them know what his vision is for their lives. and how he is going to produce. charles: less than 30 seconds but are you aresurprised to the degree some people are embracing the socialist candidate? maybe bernie sanders, we might find out one day, but has lot of momentum in the democratic party as does elizabeth warren? >> there are really a lot of people that embrace what they believe to be policies and programs that will help middle class america. that is why they seem to be drawn to those policies. this is going to be an opportunity to debate ideas. you will hear the president's ideas tonight. so i'm not too concerned about what is coming out of the chaos in iowa, whoever ends up there, will provide us opportunity to debate issues rand solutions for the american people. and i look forward to that debate because when that happens, conservative values, ideas, an principles generally win. charles: kay, a pleasure seeing you. i appreciate you coming on sharing your thoughts. >> absolutely, anytime. charles: folks, make sure to stick with fox business. we have complete coverage of tonight's address led by neil cavuto. catch a special edition of "trish regan prime time" afterwards, 11:00 p.m. eastern time. dow jones industrial average up. i will explain how paula abdul and kate upton has the celebrity touch that moves stocks. news you won't hear anywhere else. after the break, deroy murdoch will weigh in on the wave of support carrying the commander-in-chief. ♪ with td ameritrade you've got courses, tools, and help from pros. it's almost like you're training me to become an even smarter, stronger investor. exactly. ♪(rocky theme music) fifty-six straight, come on! that's it, left trade right trade. come on another trade, i want to see it! more! ♪ 80s-style training montage? yeah. happens all the time. ♪ charles: breaking right now, the voting app at the center of the delay at the iowa caucus, reportedly taking responsibility for this mess. shadow incorporated laying out what went wrong in series of tweets saying that the results are accurate but the app hit a snag trying to get the results in. the company tweeting, we sincerely regret the delay in reporting of the results of last night's iowa caucuses and uncertainty it cast caused for candidates, campaigns an democratic caucus goers. some partial results are expected 5:00 p.m. eastern time. joining me to discuss all of this. fox news contributor deroy murdoch. what do you make of it? it is unmitigated mess, it really is. >> total flop. yet another example of the democrats can't seem to run anything at all. you had this caucus, totally went sideways. democrat run cities overrun with outdoormen tally ill people, garbage not being picked up. rats on streets here in new york. democrat say, california, illinois, new york, people clearing out moving to low tax high growth states, texas, florida. they have even blown impeachment. we'll talk about the "gallup poll" in a minute. botched that too. charles: i want to hit on this a little bit more. for me it is even more, i don't want to use the word sinister. i'm searching for the right word. over weekend rules were change ostensibly to get bloomberg more involved. many folks take that as a message democrats are pulling out all the stops to stop bernie sanders. this happens as he has momentum going into iowa. the des moines poll not released. feels like these speed bumps or hurdles hurt only one person. >> i don't agree with the man very much at all. if they defeat him it should be fair and square rather than tie his shoelaces every couple minutes. they sid it in 2016. it blew up in their faces. people stay at the polls and vote for trump like last time. charles: i'm excited for tonight. i can't imagine being president of the united states, doing the state of the union on the dow is up 500 points. wages are up. confidence numbers threw the roof. but he will focus on a few things. we know this because of people they have invited in. school choice, that is something, i know you talked about this a lot. stephanie and janai davis from philadelphia will be there. my daughter loves art. she is in fourth grade. she loves math. goes to low performing school. yet the city of philadelphia won't accommodate her efforts to get her into better. >> absolutely right. worse than that she is a single mom trying to help her through school. the democrat governor of pennsylvania vetoed a measure to get access to scholarships. the attitude after lot of democrats, they're slaves of teachers unions. they will do whatever the teachers unions want. if poor little black kids suffer, and don't learn much. that is collateral damage. they want money coming from teacher unions. if poor schools suffer, that is too bad. charles: they make it up later on. we'll kick someone out of a high school or college to earn that spot. people will not do well, even if you make room for them. bigotry of low expectations. have to erase that. start from kindergarten. if schools won't do it, let kids in the schools do it. military, kelly and gauge hach still water, oklahoma. this is a great story, their father, sergeant christopher hake. was killed in second duty of iraq. one roadside bombs supplied by soleimani. >> exactly. charles: what do you think? real quick on that? >> what the president is doing finding real people who can illustrate the sense of his policies. this family, mother, son, don't have their husband and father because soleimani killed them with a roadside bomb. that explains for people why it was a very good thing for president trump to take out soleimani. charles: look forward to it, deroy. thanks for helping us hash that out. this is world cancer day. a scourge that impacted every family to varying degrees. doesn't care about status, age, race, religion. it is insidious. now it has attacked one of the most beloved figures in the united states. yesterday on his radio show rush limbaugh broke the news. >> i have been diagnosed with advanced lung cancer. i thought about trying to do this without anybody knowing because i don't like making things about me. charles: to rush and all the other victims of cancer we pray for your recovery. that one day we'll defeat this plague. we'll be right back. our things . so when her car got hit, she didn't worry. she simply filed a claim on her usaa app and said... i got this. usaa insurance is made the way kate needs it - easy. she can even pick her payment plan so it's easy on her budget and her life. usaa. what you're made of, we're made for. usaa ♪ charles: i think she might turn out to be on the new show on channel 5 where they wear the mask. paula abdul in her heyday, that was one of her hit songs. it is not stopping her from right now sending stocks straight up. partnership with beauty treatment company in mode has the stock up 200% after a lackluster ipo. more proof that celebrity endorsements could be money in the bank. how do we benefit from it? joining discussion, liberal invasion of red state america author kristen tate. it is not just paula abdul. canadian goose stock up huge because of kate upton. oprah bought weight watchers at six bucks. it went up to over $100 a share. kanye west in partnership with adidas. 100% more than the s&p there is money to be made following this trend. >> celebrities can be a powerful tool spreading brands, movements, political messages. this is in large part why leftism has become so popular with millenials and gen-zers, the left does a phenomenal job creating relationships with celebrities and embedding itself in pop culture. this underlines why conservatives, libertarians need to welcome celebrities and non-traditional voices. i work for young americans of liberty. we're working with big names to get the pro-liberty message out to new demographics. we worked with vince vaughn, pro wrestler kane. take as celebrity to start political moms. when kanye west said positive things about president trump, it got earthquakes in liberal circles. a successful black entertainer telling his own community you don't need to vote in lockstep with the left. that was terrifyinging to the l. if 10 or 20 more hip-hop artists did the same thing, the political effect would be massive. charles: i can remember in the final days of 2016 election where you had lebron going out in ohio. you had other folks hitting these states. and it does seem like we do draw a line though, at least america seems to. they will buy something that their favorite celebrity endorses but still feels ultimately when they get in the ballot box they rely on their own intuition maybe because there is no one there to pressure them. that is a good thing to your point. there is so much pressure on celebrities in hollywood and these other areas to even show that you support conservative causes could hurt your own career? >> it's true but i do think the celebrities go a long way with young voters. it is all about branding. if republicans and libertarians can bring more celebrities into their tent it can only help them. unavoidable fact of modern presidential politics when you are trying to woo 20-something-year-old voters it helps to be cool and coolness is the result of intelligent branding but i think the good news for republicans, charles, there has never been a better time to revamp their brand. the obama era is over. a lot of those millenials who enthusiastically voted for him have become disillusioned with government, with d.c. politics as usual. charles: right. >> these people have jobs, they're paying taxes and democratic candidates are totally unhip. they are old, entrenched white people. far cry from obama. charles: republicans have serious rock star on their side. donald trump fills stadiums just like the biggest bands out there. kristin, great seeing you. >> thank you, charles. >> we're in the midst of a monter rally. these company reporting earnings have the potential to add even more octane to this rally. we'll cover them next. pods puts you in control with our moving and storage solutions. pack what you want, we store it for as long as you want. then, we deliver it where you want, so whether you need to move or store your things, pods is here to help you with flexible moving and storage solutions. charles: market surging more than 48 points as we head into the final hour of trading. joining me "claman countdown" host liz claman. liz, what do you make of that rally? >> look look at the nasdaq, cha. it is up 204 points. that is a new high of the session. you got to oversee that. what are you talking about? a lot of that is tesla of course. we'll watching tesla literally every minute during the 3:00 p.m. hour, charles. we're wondering will it hit $950 a share? maybe $1000 a share in this final hour? that would be a stretch. this thing moving at speed of thought. it is unbelievable. but the rally i think is very, very good news on a lot of fronts. the economy, but also, you got to look at china. you how much stimulus they poured in over last 48 hours. you saw you that? charles: sure, sure. it is so interesting. like i told my market guests earlier, we knew friday that they were going to pour stimulus in. feels like there might be something else to it. now they're doing it. now estimates our fed will cut two times this year. wall street loves that. ambrosia for the rally. >> exactly. with a little, my mom used to make ambrosia with little colored marshmellows. like that teams 1000. we'll watch that closely. after the bell you know disney is coming out with numbers. we have ross gerber and porter bibb. they will battle it out. disney sup 2.8%. so is netflix. up 2.8%. we'll looking at maybe the netflix question just as disney reports. charles: i think there is room for both of them, liz. i can't wait for that. tune into "the claman countdown," right at the top of the hour. liz mentioned disney. you have chipotle reporting after the bell. ii want check in with jackie deangelis to get a sneak peek what we can expect. jackie. reporter: earnings barrage, after the bell. disney, eps of $1.44, on revenue of 20.79 billion. behind these numbers will want to know how disney plus is doing in terms of subscribers that could move the needle even more. the service debuted on november 12th. it had a very strong start out of gate. the company reported 10 million signups after the launch. seeing a range of 20 million to 25 million subscribers expected for this quarter. there is also the fox integration. that could be a little bit of a drag on the bottom line. but the stock is trading up today. so are competitors as you guys mentioned. we're watching net flex and amazon. overall momentum at play in the market here too. the next one i want to talk about is ford. expecting earnings of 15 cents on 36.4 billion in revenue. that eps would be down 50% from a year ago. reported for the fourth quarter an full year. it has been tough for them in general. drop of sales in china. sales numbers are expected down about 5%. china is where investors are focused what the company says if anything about coronavirus manufacturing and market end come testing. the guidance on this one will be crucial, charles as well. charles: absolutely. i want to see if they get any kind of market share. they lost a lot of market share. jackie, thank you very much. really appreciate it. joining us delancey chief strategist area levy. jared, these earnings for the the most part i wouldn't say messes but expectations are high. last night alphabet google didn't live up to the hype. facebook either. but i don't know the damage to those stocks will be long term. help me out, disney, how important that they beat, what kind of guidance should we look for? >> disney is a tough call. as jackie mentioned all eyes on disney, plus out of the gate 10 million. disney set a target of 60 to 90 million total subscribers by 2024. getting 20, 25 million now they're way ahead of game. i am hearing those numbers. 20, 25 is the whisper if you will of disney plus. what folks will want to see, what is the guidance? they had to shutter the shanghai disneyland if you will and also theaters in the region also closing. how much will that weigh on future guidance? i think disney is rolling here. looks good. the valuation is a little high at 27 times earnings sort of making me nervous. their brand portfolio makes me hold on to the stock. i'm sticking with this one. i think guidance will be good. china is a drag but not as much of a drag. charles: i want to ask you about chipotle. it was a cult stock for sure. then they had a lot of problems. people kind of forgot about it. it was one of best performers last year. i think number four or five for the entire year. it is on fire again this year. how do you see this going? >> this is a tough one and i have to be front and center here. two years ago i was hammering the stock. i wrote a thesis how chipotle should be $100 a share after it was dropping after all the problems they had. they revamped. changed a lot of things. the momentum is there, charles. you have a lot of expectation is built in. i look at what the options markets are doing, they're pricing 52, 53-point move after the earnings report. you look at the consolidation that has been going on i anticipate a big break. honestly i think charles, unless they absolutely blow things out, which by the way they have been doing on digital, chipotle could see retracement here. i think chipotle has to deliver on the digital aspect. if they don't, it is a selloff. charles: 30 seconds after overall market, can we see the momentum carry on through? >> it is tough. a lot of pair roll big moves. a -- parabolic moves. look at tesla, chipotle, several others are rallying. you have to step back. i think we're seeing short-covering. i think positivity is there. i would be a little scared jumping on the train. a little pullback before you resume. election year so he it will add another element of unknown. charles: normally booed for markets. jared, appreciate it. right now markets are reflecting optimism many americans are feeling personally. coming up why you can't listen to the nonsense when times are good something bad is right around the corner. i know we always believe that to be true. don't act on it. we'll be right back. 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 we're prepared for the future. surprise! we renovated the guest room, so you can live with us. oooh, well... i'm 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. charles: i have been helping people in the stock market for more than three decades and i are dealt with massive fear, even bigger losses, and i got to tell you, it's one of these things where you can worry about things, you can, you know, worry and sell and panic and you know, a lot of times when you hear about these things, if it's too much, fear can become self-fulfilling. worst case scenarios can come true. but here's the thing. we eventually always come back stronger, right. in fact, he know iti know it's nature to think better is right around the corner. this feeling is more acute these days because the large numbers, right. think about this. there was a time when the dow moved 288 points, that was a signal to abandon ship. now it's a 1% move. when is the next downturn? i really don't know but economic data and corporate earnings right now suggest we are a long ways off. record stock market rallies and economic expansion simply do not end because they are long in the tooth. australia, 29 years without a recession. japan, they s from 1961 and '93. here's the moral of the story. take advantage of the economy, own great stocks and always, i mean always hesitate to sell when everyone else is selling or you hear some talking head on tv or radio or somewhere else say this is it, folks, this is the big one. because more times than not, it is not the big one. keep this in mind. i know a lot of you folks are grappling what to do. you want to be in the market, you're not in the market, you sell too soon. again, 300 points, not a big move these days up or down. it's not something i want you to panic about. it's not something i want you to fear. just make it an excuse if you will to go in and do your homework but if you hesitate, if you take your time and you don't panic, i think you'll be okay. liz claman, over to you. liz: preach it. i love that speech. it's true. you've got to have discipline. yesterday if you panicked, look what you missed today. there's a big party, right? charles, thank you. you know, the bulls i understand are calling in a second deejay to ramp up the music. stocks in rally mode ahead of tonight's state of the union address. president trump will face lawmakers on both sides of the aisle ahead of tomorrow's historic senate impeachment vote. t-minus two hours until the delayed and confused iowa democratic party announces the winner of last night's iowa caucus but the democratic candidates have already skipped town to refocus and rebuild in the granite state. what we are going to do is take you live to new hampshire to get the latest on who's doing what. make no mistake. this rally is