Here are the numbers 1. 15 and 1. 4 yep, im talking about the plummeting yield on the benchmark tenyear treasury where you only get 1. 15 return. And 1. 4 thats the apparent rate of the dreaded coronavirus. At least thats what we think it is whi while bond yields keep falling, now 1. 4 number is much better than 2 number weve been worried about with the outbreak. Which along with the treasuries this very afternoon is why the market was able to rebound today. S skyrocketi skyrocketing 1,294 the s p 500 surnling 4. 6 . The nasdaq 4. 49 okay i dont want to be simplistic here but this market is ridiculously volatile it is controlled by fear thats the physical fear of getting sick, the fear of a slowdown in commerce as people are becoming reluctant to go outside and the impact of that fear which is causing investors to hide money in safe haven treasuries which are giving now yield. That is driving the prices up and yields down. Now we have seen the most minute changes in treasury yields produce wild swings in stocks these days we had an overnight bull market. Futures were down about 40 ticks when i went to bed they were up at 60 ticks at 3 00 a. M. Thats insane and tells you how thin the futures are and also says the market is unhealthy by the way, todays rally is unhealthy. I dont like to see these rallies. I dont like to see the big declines or big increases. But its the actual events driving us that we have to talk b we were down first encore owna virus deaths then jump because of an emergency fed meeting. What do you in the times of extreme volatility do you just sit tight . You know im in favor of that always how about take advantage of it i think you need to show some gumption and buy stocks when they come to levels you find them attractive as we did on friday and this morning and sell them when they bounce to levels that are no longer enticing. Futures are distorting everything here. While that makes it hard to get your bearings, it is a great entry and exit points. At the endst day you have to believe in yourself. Although you should remain willing to course correct when you get it wrong that belief is your strength in times like this. Thats in my head today. You no he why . Its because of the interactions i have with the legendary jack welch, the man that took ge from a 20 billion to a 400 billion company with the power of conviction he passed away this weekend. Jack always loved that i believed in my views i was kicked off the old squawk box back in 1998 for being too rough around the edges, sent me a fax saying he was the most entertaining guy i ever seen on cnbc i showed the fax to the old management team. I got myself back in the rotation you need facts especially facts about the outbreak the outbreak is all about fear and as i told you the fear then goes right down into a rush of staying home in the commerce i think the facts are in reverse rates from the lows allowed. The facts and then the switch of the yields see, there are very few people who have any real, lets say, gravitas only one, his name is dr. Tony he did breakthrough work with aids and it silence the by Vice President pence. But now its being silenced is the line in the most distinguished publication in health care this weekend and that is the new englanew ed journal of medicine the sing the best article i read on this epidemic, its not the whole paper, it is navigating the unchartered, he notes something huge there is a study of 1,099 laboratory patients. They show a mortality rate of 1. 4 thats what we keep hearing. Why is it so important as he explains, if one assumes that number of minimally systematic cases is several times as high as reported cases, the case fatality may be considerably less than 1 . In other words, the denominator is much bigger then maybe, maybe were not in as much trouble as we thought. Here is the statement that i think gives credence this suggests that the overall clinical consequences of coronavirus may be more akin to those of severe seasonal flu boom we have been hearing it may have 2 fatality rate, 1. 4 is lower than that possible that after reading this article you have to believe that 1. 4 is way too high. It could be as low as 1. 1 or the 1968 flu season that killed 38,000, or 1970 flu season, 107,000 in todays terms. The death rates for pandemics are higher overseas than here. Our Health Care System is not perfect but a lot better than china. I felt somewhat reassured by this article that is Available Online and makes you put things in perspective for the First Time Since this began. Does it mean all this is much to do about nothing absolutely not coronavirus is still a serious problem. A lot of people decide to stay at home and wake at home thats why i welcome adobe we know china is shut down for the better part of a month anyone who works at a business that shuts down because of the virus is going to take a hit thats why things its a very good time to reevaluate your portfolio, sell the stocks in the strength that we have that is going to continue to go down for example, even with a lower death rate, stay away from travel and leisure stocks. No one wants to catch the disease. I saw research recommending Cheesecake Factory i say no no no dont buy a restaurant stock going into a pandemic. People are going to stay home. If there is any way to cancel a cruise, it will get canceled if that diamond princess fiasco, 18 months before the cruise lines can count on the reservation list being real. Thats how long it took people to get over chipotles scare i see the same happening with carnival since we talk about financial markets, there will be an endless drum beat of experts saying the fed can solve the slowdown with lower interest rates. This is a Public Health problem. This is a Health Problem think about who benefits from lower rates. Im in the process of getting a mortgage the mortgage is half a point higher than what i was paying when the ten year treasury is double than what it is now theyre not lowering those rates. Im not opposed to the fed adding liquidity it doesnt do anything to fix the slowdown caused by a crisis. People are afraid of getting sick there are things the government can do to make things easier im proposing that if i were president i would offer 100 million to whoever comes up with a decent treatment with the vaccine. A scientist, a company, 100 million tax free i would make sure that Small Businesses get krit lines credi they have to stay in business temporarily. That said, there are other reasons we rally maybe you think it is the resurge en resurgent joe biden. Status quo joe is much better than the market for the market than bernie. Maybe you believe there will be an emergency fed meeting maybe you think there is a lot of Central Bank Intervention maybe chinese stimulus tonight or every night the bottom line, i think stocks went up today because wall street realized the coronavirus is the equivalent of a severe flu season its not going to cause the endless economic devastation that you expect from the virus with 1. 4 fatality rate. Ill take it by the way, i bet the ten year goes to 1. 4 too phyllis in new york . Caller thank you so much for taking my call, jim. I had called before. Yes caller you gave a great big Booyah Booyah to my Largest Holding which is wendys teen d and today im very excited today was the breakthrough on their Breakfast Menu which out i thought it would be great game changer. Phyllis the stock fell too much. I have great readings of wendys. Breakfast is looking good. I think were in good shape. How about jack in ohio jack caller thanks for taking my call, jimmy. Of course caller bouncing off the 52week low, i know its getting tight in the sector from watching your show ups. I like ups. 4. 3 yield its going to be terrific stay at home situation. I think were going to have to even though i know that we have, i think were making head way against the virus. And its run by david. He does a very, very good job. I like them. All right. This volatility is unheard of, people use it to reevaluate your portfolio and to use some gumption and get your prices to buy or, of course, into strength and get rid of the ones that are not going to work. Mad money tonight, stocks bouncing back after the worst week since the financial crisis. Time to start hunting for buys im going to sit down with the ceo of beyond meat see if one of the hottest stocks in the market is worth considering. And twitter could be looking for a new job. They press for big changes in the company. What could it mean for the stock Going Forward . What do you care about and in a world where people are more and more likely to be working, people need a digital backbone im eyeing one company that can help so stay with cramer. soft music when i see obstacles, i create opportunities. When i see adversity, i find a way. When i hear never, i say now. [announcer] Southern New Hampshire university is education made to fit your goals with over 200 degree programs, flexible class schedules, and some of the lowest online tuition rates in the nation. cheering so when i face barriers, i can break through. [announcer] breakthrough at snhu. Edu. We get in over our heads. Way over. Asking for help is a skill we learn early. And use often, if were wise. Having another person in your corner is huge. And if you need expert help with something as important as taxes, were here. I freelanced last year what expenses can i clam . I can help you with that lets take a look. People can be good at anything. Yes, even taxes. Intuit turbotax yes, even taxes. Shouldnt you pay less when ynow you can. Data . Because Xfinity Mobile gives you more flexible data. You can choose to share data between lines, mix with unlimited, or switch it up at any time. All on the most reliable wireless network. Which means you can save money without compromising on coverage. Get more flexible data, the most reliable network, and more savings. Plus, get 300 off when you buy a new Samsung Galaxy s20 ultra. Thats simple. Easy. Awesome. Call, click or visit a store today. The thing about an industry selloff is like a bucket of cold water dumped on the hottest stocks in the market the red hots are still down. Take one of my favorites, beyond meat that is the maker of plant based burger and sausage products that became popular last spring for the market turned against turbo charged Growth Stocks, thing the plunged 71 . Then we started getting more good news. Its not just because of the coronavirus, but thursday night the Company Reported i guess the analyst called mixed results sales were much better than expected, up 212 . More importantly, even the management gave incredibly bullish revenue guidance for the full year. They talked about sacrificing near term profits for Aggressive Growth which is what i want. It plummeted 15 on friday at 96 is this thing worth picking at lets talk to the founder and president and ceo of beyond meat welcome back to mad money. Thank you do we start immediately and eat or tell us what we have here there are the breakfast sausage. Theyre also in a lot of different food Service Organizations such as Dunkin Donuts and karlz jr. What i love about this product, eat what you love where you love it but be healthy about it people think you have a lot of competitors. Everyone is gunning for you. You are not necessarily a traditional food company youre Something Different so therefore they may be gunning against you but they may not know who theyre gunning against. Thank you for asking. We really are innovation engine. Thats the way we always run the business over the last 11 years. We had a core platform across beef, pork, and poultry and were trying to close the gap. The closer we get, the more consumers come to our brands what is happening is the consumers are hearing information about whether it is the human he will hj implications of high levels of meat consumption, every day theyre getting information on it and want to reduce Animal Protein consumption. Were making that easier by enabling to give them products that can let them enjoy the products i had the pleasure of spending a night with you with a truly great chef my daughter is a veagan. Dad, thats not what its about at all we like it because of what they do for the planet. Now this must be a demographic that you own thats great. If you look at the 14 and over set, a lot can coming because of health the you go to a college campus, the idea here is the time has come you can separate me from animals and doing so you create more Sustainable Planet and create something healthy for the body were not there yet. We have the project in los angeles where were continuing to make things better. But we are getting closer and closer and that resonates with the consumer i notice the other guys in the same business, the franchisees, its hard theyre not sure how to do it. Wont be dragged kicking and screaming in the snend. If you look at the innovative leaders, weve been testing with kfc and wendys. And launched in places like a w and karlz jr. And look at the dennys and tacos and dunkins and starbucks in canada. Subway in canada the leaders are seeing something within the consumer. They want to go have traditional thing thez really enjoy and thats the value we created. The other thing can you do and packaging. So sustainability is important pt its a driving force. You look at the Animal Protein equivalent 99 less water, 93 less land. Half the energy. So talk about young people hearing about that, you hear about the climate strikes that people are doing, there is an opportunity to make a decision at the center of the plate about what you stand for i think that is lornargely ne being generated by Industry Groups so if you look at i just had two this morning dunkin sausage. That has half the fat. 44 less saturated fat 37 less sodium. More protein and more iron it also is absent the things youre concerned about such as antibiotics. Its an opportunity to have that product but do it in a way that is healthier for your body it was almond milk. Different kinds of milk. And the story was that china, the milk is bad. In the end, it tripleded i have to believe the chinese are doing when this thing scores, it will. There is a billion and a half people this is their hope yeah. If you think about in the comments i made in our last earnings call, you know, if youre interested in going back 20 years and amazon as a small profitable online book seller, this is not the stock for you. Im going to reinvest and continue to grow its an opportunity for hyper growth im looking very serious at asia i have a commitment to be producing in asia by the end of the year i think about the swine fever there. So 50 of the herd was killed. You forgot that. That is 25 of the worlds hog population f there had been a disruption to the internal kbungs engine, a25 disappeared over night, we would be going bananas trying to leapfrog and put hydrogen or electronic drive technology in the place. Thats our opportunity right now. We have to be in china regardless what is going on. This is a time of hyper growth were going everything question right now to grab as much market share as we possibly can that is the right focus. And ut were hurting, you would discount i want everyone this is the most what may be most transparent of the food group. But also Consumer Products you should read this february 27th beyond meat. Go through the Conference Call ethan actually has to defend himself. I dont know why given the numbers. To analysts who want him to make money now. I want him to win. You cant win doing it that way. Ethan brown from beyond meat ill talk you to later thank you at fidelity, online u. S. Stocks and etfs are commissionfree. And when you open a new brokerage account, your cash is automatically invested at a great rate. Thats why fidelity leads the industry in value while our competition continues to talk. Talk, talk while our competition continues to talk. Its almost like a challenge everyday mywws been an amazing journey. To see how well i can eat and still enjoy myself all day long. I wake up every morning to see how much weight ive lost and how much better i look. Myww join for free and get three months free doprevagen is the number oneild mempharmacistrecommendeding . Memory support brand. You can find it in the vitamin aisle in stores everywhere. Prevagen. Healthier brain. Better life. We learned that elliott management, the hedge fund has taken a sizable position in twitter and demanded that the ceo on a silver platter. What does it mean for the stock . The stock just roared today. It was in the market i just recommended this one a week and a half ago. The best article i like the changes happening after the latest strong quarter, the company got their act together i think it may v twirt disappointed big time. The stock got slammed. I told you it was worth buying i thought twitter two be a takeover target. The stock is up 20 . The Company Reported the most recent results a month ago, the numbers were not perfect they were much better than feared i said the bottom had been put in and again bottomed. Think havent submitted demands. It is easy to see what theyre really after i picked elliott to make the argument that twitter is a long term underperformer under the coke founder dorseys second stint as ceo starting in july of 2015 through last friday, fwiter stock had a return of negative 2. 6 . S p 500 up 56 total return. You could argue twitter finally got its act together even over the last two years, its been a real lagger. Based on betting elliott is that they have a great platform some have been able to monday ties thateffectively put another way, their a 28 billion company. Facebook deserves to be bigger than twitter but 20 times bigger . It is totally undermanaged elliott wants jack dorsey gone i like jack. I think hes a very smart guy. The critics say there is plenty of evidence of that. For five years hes been the ceo two of large publicly traded companies. I said he wants to spend six months, a year in africa im sure he would tell he communicate. But does it make you want to know, how would at which time doer with the said w