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Exactly mean for your money. What does it mean for your money . We have that coming up. Brickandmortar retailers are finding a way to beat back amazon so should you give them a look. President trump is saying he is battling for election inan integritity as his team battles. We are ric grenell coming up on making money. Another. Charles another intriguing session with major indices belying what is going on. Major indices slightly in the red. I got to tell you the session began with sort of two groups sitting it out and that was communications and Technology Stocks. That signaled of course this continued rotation into what im calling the normalcy trade. Then in the last hour or so the tenor of the session sort of took another turn where you started to see those sectors that signaled classic defense as lower. Utilities, real estate, consumer staples, all sort of drifting. Both scenarios have a clear message that investors are a lot more optimistic about the economy which means a broader rally, a more inclusive rally, when the up volume up more than the down volume on a down day. More than half of the s p 500 sectors are higher. Well see where it goes. Market seems to be wellpositioned. Certainly the economy does as well. The atlanta fed lifting Fourth Quarter gdp estimates to 5. 4 from 3 1 2 . Yields on the bond market continue to point to a strong 2021. There are additional unknowns. Impact of covid restrictions and moves from central bankers. A lot of money could have been made this year and a lot of experts got it all wrong. Joining me three who didnt. Kaltbaum Capital Management director, Fox News Contributor, gary kaltbaum, bull tick market katheryne rooney vera, payne Capital Management group, ryan payne. A group im not affiliated with. Gary, you are my pulse, you ride waves, no doubt about it. With the Market Making alltime highs, boring stocks sort of surging out of the side of investors, where should people be focused . Charles i think the vaccine trade has taken over at this point in time. Last monday when the first announcement came you had everything that was dormant for about five to six months gap to the upside. Rest for a few days. Then we got another vaccine announcement. Gapped up again on monday. The first thing i can say they need to pull back an rest but the energy stocks, the financials, the travel related names like a booking holdings, things like that, thats what is at work right now. As we continue, if we, always an if, if we continue to get good news on the vaccine front no pun intended the vaccine is now trumped the virus at least in the market. Not in the real world but at least in the market for this second. Charles of course the market is supposed to be a proxy for the future. Courtney, i got to tell you that the market such without the same five names that sort of distort the action. For many being many months, oh, man, s p is up, nasdaq is up, but there were far more losers than winners. It feels like that is reversed. The question, can it be sustained . Can you have a broad market rally without Technology Stocks and communication leading the way . I think you very much can. That is what weve been talking about the last several months how cently we would see the rotation happening and it is now coming to fruition and this is just a good reminder though to everybody out there who might be invested in Something Like a s p 500 fund. I find a lot of people will do that just to get broad diversification. S p 500, if you include amazon, that is 40 technology firms. Just by owning that, you might be a lot more goesed to those categories. If we see the rally broaden out, you might want to break out the growth versus your value firms, rather than bundling all together exactly for that reason. Charles right. And to that point, kathryn, you like what some are calling the barbell approach but the question is whats on either side of right of the barbell and is it equally weighted and what do you yourself think there might be a time for a more aggressive approach . Well i think were in a fullblown scenario now. The market is really euphoric. We have the best possible scenarios across the board, baked in, divided government which has not yet been certified. We have the january 5th Georgia Senate election at that could makeorbreak the market psyche. We have market priced, couple vaccines options pricing in eradication which is flawed view of the market and we have a third thing which is fiscal stimulus, which is marketed coming over the next few weeks. My suspicion charles, im going to be disappointed on all three fronts over the course of the next three months. Our clients be wary. I love accumulating aggressive risk positions because structurally, you have to be a bull over the next couple of years because you have a fed in fiscal authorities really backing up and backstopping the markets. But i think that there is going to be additional opportunities and i would rather, i would rather take advantage of them in the next couple months than alltime record highs and multiples of 28 1 2 times. Charles so hold yours horses folks. Kathryn says you will get a chance to get in this thing. Meantime the economy is improving, right . Were getting leadership as pointed out for instance financials and industrials, some of the best sectors, financials have been best today. The banking index doing much better. Regional bank index, kre, up 20 this month. Courtney, you talked about breaking out your portfolio, not put all in s p fund. I agree 1000 is it time to look at nuanced ideas, not big wall street stocks but regional stocks, Regional Bank stocks . Charles, you took the words out of my mouth. Regional probation are great to look at right now. Banks in general are doing great. Small and midsized banks are significantly undervalued compared to some brand names. Barrons this weekend pointed out a company in wind trust in chicago. When you look at Smaller Banks theyre attractive from acquisition point. They might get scooped up from bigger banks. That means more upside potential. That is great place to look for potential. Charles gary k. , all the brilliant folks came on two years you have to own gold, own jpmorgan, own Morgan Stanley. You know, been a little Frustrating Holding those names. Well Morgan Stanley is at a new yearly high. That is the grand poobah of the big banks acting great but others are starting to come on a little bit. Jpmorgan would be preferable over Goldman Sachs but very important the financials. It follows the interest rates. If yields come back down they will underperform. If yields continue to go higher signifying better Economic Growth that wall street starts thinking about the perception that margins are going to expand and stock prices are going to go higher. Charles right. That is what is at work right now without a doubt. Money flows are in financials not withstanding any pull back which is probably overdue after the last couple weeks. Charles lets talk about money printing then because yesterday i thought it was intriguing both jay powell and Christine Lagarde they both downplayed all the great vaccine news. For the most part they said they are on track to continue printing money. Gary k. I know this is music to your ears. Tell us how much of an avalanche can we expect in december, really i guess long term . Short term it should help the market but you also have your longer term misgivings. Look all theyre doing is enabling massive debt and massive deficits and also pretty much manipulating the whole gargantuan bond market and playing god with markets. Every time they drop they do more. In case people dont know this, theyre printing about 250 billion a month right now between the two. It is absolutely insane. I am 100 sure there will be a comeuppance. Were getting closer. I dont have a date but i will be ready when it happens because the market will start telling me. Right now the market is in gear. Not worry at this second. Longer term they are nightmares. Charles i have got less than a minute but courtney, i want to ask you not just about the fed, Central Banks and fiscal stimulus. Does our economy at this point really need isnt. Do we need isnt i would have to say no. Were seeing things coming back with every single move weve had so far. Were seeing unemployment is just, weve recovered half of our losses ever since they dropped in the early spring. If we do see it it is probably going to lead to extra inflation f we see the dollar weaken that could mean food things for some of our international stocks. Whether we need it, is the question but if it happens there is good plays. If we get it well take it. Gary, courtney, kathryn, apologies to technical issues. Were having good information from her as well. Everyone has georgia on their mind right now the tensions are mounting as the recount winds down and more ballots are being discovered. The lockdown revolt is sweeping the globe. Thousands of germans take to the street to protest Angela Merkels planned covid restrictions. Ric grenell will talk about that. Later in the hour you can buy anything at costco including a private jet. Im down. Weve got the details. For over 30 years, lexus has been celebrating driveway moments. 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One thats more than just fast. You need flexibility to work from anywhere. And manage from everywhere. Advanced technology. With serious security. And reliable coverage, nationwide. Forwardthinking enterprises, deserve forwardthinking solutions. And thats what we deliver. So bounce forward, with comcast business. Charles two weeks removed from the election day but the dominoes are just starting to fall into place for President Trumps fight against alleged voter fraud. The campaign expects to officially request a partial recount in wisconsin today. Meanwhile uncounted ballots continue to be found in georgia and michigan and a stalemate to certify joe biden the winner there. What do make of all this. Former director of national intelligence, former u. S. Ambassador to germany, ric grenell. Ambassador, if you can, the latest, because apparently another tranche much votes were found in georgia. Vice president bidens lead gone from 14,000 to less than 13,000. Im not sure how many more tranches are out there, every time this happens people are made to wonder. Keep looking. Every time we look we find more votes for donald trump this is getting ridiculous. Every single time that there is a problem it turns out that its not in Donald Trumps favor when counting. This is unacceptable. I worked at the state department for 11 years and let me tell you if this was the type of Election Fraud that we would see in other countries we would call it out. It is consistent. Reporters inside of washington, they keep saying we dont see it, we dont see fraud. Now they switched we dont see widespread fraud. They had to admit there is fraud. The inability of governments to keep looking is really the problem here, charles. Let me give you an example in nevada where i have been helping lead the charge. We found that clark county officials had to throw out an entire county commissioners race because they didnt trust their own election to not include fraud to the point where they werent even sure that the person who won, who happened to be a democrat really did win and so the clark county commissioners, all democrats, decided to throw out a race in which a democrat won by a slim margin. When, when local officials dont have confidence in their own races, this is the problem. And the reason why this matters to the trump biden race this is the same ballot, this county commissioner ballot, had also on it the president ial question. And so you cant tell me that somehow there is only fraud in one little area. There is only fraud where they look and then they try to rise up and say, well we dont see it in other places. Because theyre not looking. We need to have audits. No one should be afraid of audits. Transparency should be our friend and it is not political to be transparent. Charles what is political obviously always been the Media Coverage but also the clock. It feels like the clock is ticking. Now i saw in wayne county in michigan republicans sort of taken a stand. There was a compromise with democrats. In georgia, youve got republicans running ads now saying that the election was fair and square. Feels like the walls are closing in when even republicans are throwing in the towel and not letting the process play out . I think you hit a very interesting and valid point, running out of clock and running up against the clock. Timing obviously is not our friend but i think the warnings for government officials, local government officials, the warning for the Biden Campaign and for democrats who are trying to push this forward because of the ticking clock, i think that they have to be very careful because if you try to jam through something that isnt finished, then for the rest of eternity there will be an asterisk. For the rest of eternity there is going to be questions and government officials have to remember that we cannot move forward with credible Decision Making unless the public believes that we are being honest and transparent. So that is what youre up against. Youre really up against a, the future of democracy and whether or not the people are going to believe in the decisions that local governments make. Charles ambassador, ric grenell, thank you very much, we appreciate you taking the time. Thanks, charles. Charles all right, folks. Forget about buying water and paper towels in bulge next time you go to costco. How about a private jet subject . Well take a look inside. Is this part of rapidly changing world of retail particularly in the age of covid . The question is how you benefit. More and more small is abouts are going out of business as congress drags it feet. How to skip the politics and save our economic foundation, after the break. 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Charles flying commercial during the pandemic is a concern for you, weve got the solution. Costco says they can do something for but the question how much will it cost . Were talking private jets. Kristina partsinevelos, you have to give us details. Reporter all aboard, charles . Onestop shop, like you said, get your toilet paper, laundry detergent, 12month membership to a private jet. This is a collaboration between costco and wheels up. It will set you back about 17,500. That includes 4,000dollar flight credit, 3500 for costco and exist card. A few other perks. This comes at a time where the Airline Industry has dropped dramatically. We know over thanksgiving weekend, so far new statistics from aaa are predicting, almost 48 drop in americans who are flying. That is because some people are worried right now. That is causing prices to drop. Domestic prices right now, according to hopper. Com which is a travel website, are down 20 . Averaging about 220 bucks. You have International Prices down 40 . Averaging about 720. When were talking about aviation and general private planes, theyre going in popularity as more people are seeking safer options. If you choose to purchase this membership on costcos website, there is a little bit of a catch. You do have to pay for any type of flight that you have. For example, if you go to boston, it will cost you a few extra thousand dollars. But you can fit eight people in this citation xl right behind me and last but not least, charles, there is a cheaper option for those who cant afford it. It is called the wheels up connect. That is a little bit less than 2,000. There you have it. Except no free samples. Charles ah. I like that one. Let me know when they get the am amtrak stuff. Bulk amtrak fares. Enjoy. Im jealous. This is week is all about earnings and retail Sales Numbers from october. Were learning which companies are taking market share. Which might have the best investment. How Consumer Behavior continues to evolve. This helps us understand, really to help us understand all the fast moving developments, we brought in two of our Favorite Retail experts from kd advisory group, kristen benz and analyst heat that herzog. Target reported this morning. What they put out a perfect template how to compete for consumer dollars. Revenue growth was amazing. Operating, revenue margins expand big time. Comp stores up big. Why . Traffic up. Average tick set up 16 . Here is the rub, digital up 155 . Same day up 17 . Theyre using stores for fulfillment, 95 . Heatha, that the perfect Business Model right now . I dont want to be a contrarian, i think target is trying to focus in on groceries. Walmart and amazon really dominate the grocery sphere of the sector but target is gaining on them. They dominate about 3 . Now what is happening right now . Target is focusing in on their private label called good and gather. As of september, good and gather was making a billion dollars in revenue for target alone. People dont want to go to the their ol brand. They want to stick to the brand target has going on. Study by oracle, 86 of consumers would rather go to the private label brand. Target is capitalizing on that. Charles really . It is really great. At the same time they have a lot of cash on the books, charles. Why, what are they doing with all the cash . Can they be reinvesting opposed to putting it into buybacks . That is my only rub. Charles i will circle back to you, but i think as overall for the industry, not necessarily target specific you hit on something with these private labels. When i go to target i buy the lunchables. Im not hip to the other stuff. Brickandmortar are using physical locations. I think it will help them compete better with amazon. The question what does bezos do to counter it . I think everything was great and you were seeing target seizing market share. Walmart as well because they have more physical stores. Now we have the lockdown drama reissued to the surface. It gives jeff all the more reason to have a stranglehold on the consumer. All right. Every time i see a black friday, commercial, kristen, i think of you. It was during the summer you told us this would happen. The industry moved away from the notion you got to seize the moment. One or two days. Now it is sort of an entire season but i am wondering do we lose a sense of urgency as shoppers if we dont have to get in there the day after thanksgiving . You know, i hate being right sometimes, charles, im kind of right for all the wrong reasons unfortunately. Charles brag. [laughter]. I think sense of urgency is dropping off a bit but look at prime day, prime day was absolutely successful. So many retailers are stretching out black friday so it becomes groundhog day. Consumers will still want deals especially homes for the holiday. Having renewed lockdown experience. What they are looking for will be different than what their christmas list was predicting. Charles right. Hitha, you talk to some people from the industry. We started the private jet thing from costco. They were out of the box selling expensive watches and stuff like that. Certainly things are happening in the retail industry. What sort of things are emerging now particularly in the age of covid we should be ready for . I mean things, you wouldnt even imagine. I was talking to someone who has, owns some of the biggest gold mines in the country right now and they were saying that walmart is the biggest purchaser of gold in this country. This is for jewelry. Charles wow. Not seeing costco go out of the box. Were talking about walmart. People wanting to go to walmart. These stores are becoming a onestop shop. According to the same study i was looking at in oracle, 62 of the consumers are expecting the same if not more gifts underneath the tree this year. I call it frugal fatigue, were trying to somehow put a bandaid over what we all want through this year, make ourselves feel better, our loved once. Definitely the stores are becoming onestop shops you will see a lot more happening at walmarts, costcos, targets of the world. Charles i hope there are more gifts under the tree. I wish we had more time. Always appreciate our conversations. Thanks, ladies. Meanwhile folks, democrat leader Chuck Schumer around leader pelosi invited Senate Majority leader Mitch Mcconnell and Senate Republicans to talk some new covid relief talks. This as the wall street journal reports about 300 Companies Getting assistance during the first round of ppp, Small Businesses, they have filed for bankruptcy. So do we give them more money or do we let them fail . Joining me now independent womens voice Patrice Lee Onwuka patrice, i have to start with the Small Businesses, theyre dying every single day. Even those that got assistance from the government. Meantime congress is doing nothing. What should they be doing . We have to take a very hard look, charles, the impact of another coronavirus stimulus package and relief bill. Extending the ppp refunding the program can provide temporary relief for these businesses but it is not long term. It will not be long enough to get them through until a vaccine is widely distributed, and enough of the population feels comfortable to going back to normal spending and consumer habits. It is remarkable yelp charles im sorry, would you even think, urge congress to consider even a single, skinny Small Business bill right now while they hash Everything Else out . I think it is pretty fair to say yeah. I think we have republicans behind Something Like a 500 billiondollar small, targeted package coronavirus package. I think independent womens voice and forum we believe any sort of stimulus needs to be temporary, targeted and flexible. I think the ppp program, wasnt perfect. Certainly we found there has been fraud, instances of it. Charles sure. Certainly a way of trying to keep those businesses afloat. Again the lockdowns, those restrictions on businesses, how many people they can entertain indoors, it will continue to strangle Small Businesses. When you have a website like yelp saying you know youve got thousands of businesses, nearly 100,000 have gone out of business, talking about bars and restaurants and the nfib saying they dont think one in five businesses will make it to new years day, that tells us, even a stimulus package will still not be enough. Charles yeah. But hopefully we can get it sooner rather than later. Patrice, thank you very much. True. Charles there is a new poll finds life is not yet normal. That may not be a surprise, investors, certainly the market directing money to the normalcy and reopening trade. I will explain all of that. New York Governor Andrew Cuomo cant give President Trump any credit. He wont give operation warp speed any credit despite all the speedy vaccine news. His shocking comments, believe it or not it really gets more deeper than that. I will share them with Deneen Borelli when we come back. Ow yon go to libertymutual. Com to customizes your Car Insurance so you only pay for what you need . Really . I didnt aah ok. Im on vibrate. Aaah only pay for what you need. Liberty. Liberty. Liberty. Liberty. Since pioneering the suv in 1935, the chevy suburban has carried many things. Nothing more important than family. Introducing the most versatile and advanced chevy suburban and tahoe ever. Keeping your oysters growing while keeping your business growing has you swamped. you need to hire i need indeed indeed you do. The moment you sponsor a job on indeed you get a shortlist of quality candidates from a resume data base so you can start hiring right away. Claim your seventyfivedollar credit when you post your first job at indeed. Com promo charles breaking news. New york city is closing its Public Schools again starting tomorrow due to the rising coronavirus cases. Mayor bill de blasio says that the closures will be temporary but no word yet how long schools will be closed for. Now just days after moderna touted its covid19 vaccine has nearly a 95 effective rate pfizer retesting, going back to its test, their vaccine has 95 approval rating. Theyre planning to apply for emergency use in days. That might help americans feel normal. Feels like we should be moving there, i got to tell you right now most of us dont feel normal. Cheryl casone will explain. Reporter a lot of new york parents dont feel too nominal. That breaking news i can hear screaming on sixth avenue. The u. S. Economy needs americans to feel normal but first look at the results of this new survey. 62 say their lives are not back to normal. 34 say they are somewhat back to normal. The survey breaks it out by Political Party lines. Only 8 of republicans say they are completely back to normal. 1 of democrats. Somewhat back, 59 identify as republican, 20 democrat. Not yet back at all, 33 of republican respondents, 79 are democrats. The survey asked about social distancing. Look at this, charles. 26 are republicans social distance, 53 in the democratic category view it. They will see 35 of the democrat very often do it category. Compared to 26 in the republican category. 14 of those who identify as republican never social distance. With economic story comes into play Consumer Behavior and comfort. How many will get the vaccine and when, especially for the travel industry. The airlines, they have been reeling all year. Theyre desperate for government stimulus. When will americans be comfortable getting close again on a airplane . Or as we talked about this morning flying aboard a 737 max, charles . These are all Big Questions and those answers are not coming real soon. Back to you. Charles cheryl, thank you very much. The market, media really, Financial Media has been calling rotation into these things Like Airlines and cruise operators the reopening trade but i would say lets face facts, i think its a bet we return to normalcy. While there has been a tugofwar between socalled stayathome stocks and normalcy stocks the latter had moats of the momentum. Forwardlooking harbinger of things to come, as the stock market sees society getting it together by next spring or summer, my next guest said leave the stayathome stocks in the out house, focus on return to normalcy. I want to bring in thal berg ceo, phil blancato. You were right with the stayathome stocks. A news turned some around. Zoom was 390. Was down 10 bucks but up 10 bucks. 390, well off the high at 588. The stay at home darlings, struggle normalcy is back. I want to run through a bunch of normalcy ideas though because some of them seem to have gotten ahead of themselves. I want your more specific tuned in thoughts should we be chasing them. Start with airlines, phil. Airlines are doing pretty good here. Is there certain airline we should be focused on rather than the entire batch . First one, southwest. You want to look at a company that managed their Balance Sheet very well. Did some work with their employees to save some money. Put cash on the Balance Sheet, the big one. Views this opportunity to expand and double the footprint in the number of airports theyre in. That is name you buy now and add to as we open up more and more. It is the best opportunity. My second would be united because of the global footprint. That is a secondary play. Southwest is the best option right now. Neil this morning boeing got the nod from the faa. Everyone was sort of the expecting it, a pop, saw some selling on the buy. One firm has a 300dollar target. That would be a lot of money from here. Are you buyer . I would buy on strength. By that i mean there is a lot of fits and starts in the travel industry but more importantly the max isnt bought up anytime soon. You can get a really big american name that plays in the defense industry. That could be headlines there with the new administration this is name i buy only on speculation and if i start to see real strength. Nibble at it at best. It is not a big play in the portfolio yet. Charles cruise liners, norwegian was down earlier. Feels like Royal Caribbean and carnival act better t would seem too early for longterm investors but what you do you think . I really like this place. One place i can be inexpensive, buy things are cheaped and im convinced people will spend money it will be in that sector. You could do really well by figuring out which one will do the best getting clean first and i think carnival is the leader there but not a bad idea to buy all three. I would put my biggest bet on carnival. They have done the best job cleaning up their Balance Sheet, raising money, being prepared to reopen with their procedures. Charles a big standout since the moderna has been building owners. S l green up 50 . We got news of new york city, are they ever going back into the office enough where you buy these Real Estate Investment trusts . I am having a tough time with this one. The entire new york city footprint and cities like this will have to evolve and change. That will take years. Doing a shortterm trade getting something very cheap, that is the only opportunity i see here especially if you want a dividend. You can play the dividend. Im just not there yet. There is far too much to work out before it become as opportunity. Charles we covered a lot, phil. I appreciate it. Thank you he have much as usual. I dont know if you heard about this but students at harvard trying to stop any and all Trump Officials teaching speaking walking by anything to do with the university. I wonder if they can drive by at this point Governor Andrew Cuomo cannot allow President Trump getting any credit for the speedy covid news weve seen. Deneen borelli will react to that. Shes next. The first drug company that has the vaccine, that is big money. The president it is ego. On the way out the door he wants to say i solved covid because i discovered a vaccine. Now, it is all about. S. To support a strong immune system, your body needs routine. Centrum helps your immune defenses every day, with vitamin c, d and zinc. Season, after season. Ace your immune support, with centrum. Adapting. Innovating. Lsetting the course. But new ways of working demand a new type of network. One thats more than just fast. You need flexibility to work from anywhere. And manage from everywhere. Advanced technology. With serious security. And reliable coverage, nationwide. Forwardthinking enterprises, deserve forwardthinking solutions. And thats what we deliver. So bounce forward, with comcast business. Thats it. Im calling kohler about their walkin bath. [ sigh ] not gonna happen. My name is ken. How may i help you . Hi, im calling about kohlers walkin bath. Excellent happy to help. Huh . Hold one moment please. [ finger snaps ] hmm. The kohler walkinbath features an extrawide opening and a low stepin at three inches, which is 25 to 60 lower than some leading competitors. The bath fills and drains quickly, while the heated seat soothes your back, neck and shoulders. Kohler is an expert in bathing, so you can count on a deep soaking experience. Are you seeing this . The kohler walkinbath comes with fully adjustable hydrotherapy jets and our exclusive bubblemassage. Everything is installed in as little as a day by a kohlercertified installer. And its made by kohler americas leading plumbing brand. We need this bath. Yes. Yes you do. A kohler walkinbath provides independence with peace of mind. Why is he moving so fast . Two reasons, money and ego. The first drug company that has the vaccine that is big money. You didnt need trump to tell the Vaccine Companies you should develop a vaccine. He had nothing to do with it. The president its ego. On the way out the door he wants to be able to say i solved covid because i discover advantage seen. Now it is bs. He didnt do anything. Charles new York Governor Andrew Cuomo prided himself keeping politics out of his Covid Response cant seem to give President Trump any credit and keep trumps name out of his mouth with respect to this vaccine. Joining me Fox News Contributor Deneen Borelli. This sort of flawed thinking that these Drug Companies certainly moved a lot faster with billions of dollars in incentives and the fda, truncating the process so you can do phase one, two and three same to come up with the solutions in a few months rather than a few years. Only one person is responsible for that. It is not just como, deneen. The media will not give President Trump an iota of credit for it. Youre right the antitrump media refuses to give President Trump credit for anything but listen to angry, arrogant andrew. The man despises President Trump so much that he is willing to put politics before the wellbeing of americans especially his own constituents because dont forget, it was andrew who had covid patients, the elderly he mandated them to be placed in elder care facilities and Nursing Homes under his watch over 6,000 elderly died needlessly, senselessly. So if anything he is trying to cover for his failures on how he handled the covid virus. Dont forget he also wrote a book patting himself on the back and put out some dopey poster flouting his success with it. It wasnt a success. The man is a failure. Charles i can tell you right now, if he really, i think he walked back the notion of not wanting the vaccine for residents of new york that would be the ultimate in a string of failures you just talked about. I want to switch gears a little bit here because there is student petition floating around harvard calling on that school to ban Trump Officials from working ever speaking on the campus. What do you make of this . The radical mob is getting younger and younger, charles. Arent they on campus to learn, to educate themselves so they can be productive citizens . No, what they want to do is punish anyone associated with President Trump. So instead of them getting an hn an education, many radical activists are blacklisting people who are supporters of President Trump. I find it outrageous. Charles yeah. You know i Googled Harvard blacklist, for years progressive have complained about every single thing akin to a blacklist. Now this is what you get. Before i let you go with less than a minute ago, loch lockdowns, people in germany have gotten nuts, they called on Angela Merkel to post. Tighter restrictions this is amazing to me. Not just folks in america are pushing back on this but around the world, deneen. In germany, merkel says yesterday she wished she was more heavyhanded with the restrictions. The police are shooting Water Cannons on the citizens to disperse the protesters. They dont want this lockdown, charles. Lockdowns harm the economy, it harms jobs, and harming folks who want liberty and fred dom where freedom and massive encroachment of push of government squashing their liberties and freedoms. Charles Deneen Borelli, thank you very much. Meantime, folks, the market sort of meandering ironically as we get more lockdown news it is not going down a lot which is interesting. We have a situation where rerotation in certain sectors after a wave of profittaking like the house stocks. What you should consider owning before the closing bell when i was in high school, this was the theater i came to quite often. The support weve had over the last few months has been amazing. Its not just a work environment. Everyone here is family. If you are ready to open your heart and your home, check us out. We thought for sure that we were done. And this town said not today. Some things are good to know. Like where to find the cheapest gas in town and which supermarket gives you the most bang for your buck. Something else thats good to know . If you have medicare and medicaid, you may be able to get more Healthcare Benefits through a humana Medicare Advantage plan. Call the number on your screen now and speak to a licensed humana sales agent to see if you qualify. Learn about plans that could give you more Healthcare Benefits than you have today. Depending on the plan you choose, you could have your doctor, hospital and Prescription Drug coverage in one convenient plan from humana, a company with nearly 60 years of experience in the healthcare industry. Youll have lots of doctors and specialists to choose from. 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A licensed humana sales agent will walk you through your options, answer any questions you have and, if youre eligible, help you enroll over the phone. Call today and well also send this free guide. Humana, a more human way to healthcare. Charles so this morning, Housing Starts data came in better than expected. Of course, the real story continues to be Single Family homes, the american dream, up 6. 4 . Just one month over one month, over 29 from a year ago. Meantime, home builder stocks have actually cooled off so the question, is it time to get back in . Lets bring in Key Advisers Group ceo eddie ghabour. You know, these Home Builders are one group. They were on fire, they pulled back. I like the way they look here, particularly as i think this trend of moving out of cities is going to continue. I agree with you. I started loving these stocks in april and i still like them now. I think theres still a lot of room to run and we are in the early innings of this transition from out of the cities into more rural areas. I can tell you where im located, they cannot keep up with demand. So when you look at the lenards and Toll Brothers of the world, they cant keep up with the demand and thats only going to be positive for their equities down the road. I would buy on dips and weaknesses here. Charles five minutes before the show i saw a headline that chicagos mayor gets approval for higher taxes. Okay. Lockdowns, higher taxes, more regulations, war on Small Businesses. I think the trend continues. Let me ask you about a big stock, nvidia. They report after the bell. Your thoughts on whether or not they beat and your reaction for the stock . Look, nvidia is one of my favorite chip companies. I look at them as a longterm hold. I own it personally. I think they are going to do well on the Earnings Call today. Look, if it happens to sell the news, i would buy more of nvidia. Thats a longterm play for me. I really love that stock. Charles i do, too. Want to get back to the sort of notion of buying things that cooled off. The electric truck stocks are super hot, then they kind of fell apart, particularly nokia which is up today, nikola. What was the founder of teslas first name . Im messing this all up. Would you be a buyer of this or any of these names, whether its ride or workhorse, any of them . I did not buy any of this today. I do like tesla out of them all. I have shared that with your viewers. I think tesla longterm is going to be the winner and continue to be the winner in that space. I would hold on to tesla here. I did not add to anything else. Charles you know, im a little contrarian. Im getting a little frustrated maybe is the word that more and more firms like morgan, Goldman Sachs, are getting so bullish. Im concerned about it. Whats your main concern with respect to this market right now . You know, im a contrarian as well. Where were they four or five months ago when you and i were bullish when Everything Else didnt look so good . Heres the thing with this. Shortterm risk i think is stimulus and states locking down. Thats the shortterm risk i think and concern i have for the market. But any of these dips, in my opinion, with the backdrop we have, its going to get bought. I dont expect any major downdrafts from a market perspective. Were looking 12 months out and it looks really good from an equity perspective. Charles i got 20 seconds. Can i get a name people should own before the close . Look, i like the comeback stories for next year, the opening up stocks. I think for someone with the right risk tolerance starting to add a name like wynn resorts to your portfolio with the right risk tolerance could be a winner in 12 months. Charles roll the dice with wynn according to eddie. This as the markets are slightly lower as we head into the final hour of trading and i hand it off to liz claman. Liz yeah. You know, were watching this if it happens, its kind of a slow motion train wreck. Slight little sort of fender bender here. Wall street is giving up much of its early gains late in the session after pfizer and boeing actually got the markets off to a good start. One showing even more promise and delivering a covid vaccine, the other getting the green light to return its 737 max jet to the skies. Boeing is not in the dow transports but the airlines that buy from them on and thats whats pushing the transports toward another record close. The

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