Of the claims. They decided it was going to be about 42 million so nasdaqs going to pay finra, finra will doll out in the uny. We dont have a timetable but im told it will be in the next couple weeks. We dont have a breakdown into what firms will get what amount. I dont have that yet. I think that will be available state of the union. Were working on it. Bob pisani, thank you so much. Ty, up to you. Sue, the markets are roaring, soaring, anything but boring. We have found warning signs. We will show you what were talking about and let you decide whether it is time to take some of the cash off the table or if you think the risk is worth the potential reward. Transports are hitting a new high and there are reasons to be optimistic on certain stocks and sectors. We will talk about that. There are three good reasons why ups is on a roll hitting another alltime high today, 94. 71 right now. Weve got the cfo as the Company Reports solid numbers and indicates that the company is in for quite a nice Holiday Season. Plus, the nasdaq zeroing in on 4,000. Well follow that march forward as well. Also on our radar today, the fda may be able to get tougher on painkillers. First, though, back down to sue at the nyse. And ty, were going to start with the warning signs and we pose a question, do you need to make some adjustments to your portfolio given how far this market has run . Dominic chu has been taking a look at that and he has some answers for us. I wish i had a crystal ball to tell you what was going to happen with the market but the bulls have been right for the mashts for the past four years but investors are looking to some of the signs of caution in the marketplace. One of the things theyre looking at is Market Sentiment. The American Association of individual investors they do surveys on Market Sentiment and the latest reading most investors were the most bullish theyve been in ten months. Theyre also the least bearish in at least 21 months. Too much bullishness, not enough bearishness. That might be a warning sign. Now second, is the market too richly valued . Many say no, but some of the more skittish investors say the s p is trading with a price to earnings ratio thats above what it normally trades at over the longer term. In other words, stocks are more expensive than they typically have been on average. Now the third one is momentum. Market momentum. A lot of upside, obviously, in the stock market since were at record highs. Some of the high flying names like netflix and tesla have slowed down and that could be another warning sign coming up here in the markets. Number four, were seeing some of the big name stocks, outsized gains. Think google, priceline, over 1,000 each. Graybolts execution chief analyst gets nervous whenever anyone talks about 1,000 stocks and when carl icahn starts tweeting about his stock holdings. Number five, this is interesting, according to data from the nyse member firms there, investors are using a record amount of borrowed money or margin debt to buy the stocks at these levels. So yes, theyre borrowing money. The fed is in play here keeping Interest Rates low. These are a handful of the caution signals. A lot of others but they might be worth taking a look at if youve got some profits and might be able to take some of those off the table. Sue, back over to to you. Thank you very much. See you in a little bit. Kenny is here. Abigail is here as well. Abigail, you have been looking for Market Correction for some time. The charts have been telling you that the markets going to turn. It sounds like that kind of fits in with what dom laid out for us. Absolutely. The charts have been bearish in a very subtle way for, you know, the bulk of this year. Clear signs of profit taking from the early smart money and speaking to those signs, it really makes a lot of sense. They fit perfectly with the end stages of a classic mania. Euphoria and overtrading. We saw this in 2000 at the end of the it tech bubble, in 2007 at the end of the housing bubble. Now i think were looking probably at the end of a potential fed bubble. The Federal Reserve has pushed investors so far out into the risk assets, complacency, however again, if we look at the smart early money, the trail of profit taking, they want to take some off the table and put it in their pockets. Not because they think a correction is coming or a crash, but just because they want to make sure they have something to show for it. I sense theyre probably worried about the outlook. Youve been saying take some profits if youve got them, right . I think you should. I think you maintain the core position and take some. I dont think by any stretch people should be bailing out completely. I dont think as an individual investor thats not a smart strategy unless youre so convinced youre getting another event like 2008 which im not saying were getting at all, i would never take it out. Take some of the high flyers out and take some of that money. The if fed is going to be there a while it looks like. Another issue, of course. So issue one and issue five that dominic points out are the two that are complacency on the one hand and mar gyp buying on the other. That speaks to the euphoria and overtrading. That screams market top, right. I agree. Its not a matter of taking everything off but in stages. Look for the signs. The early technical signals of pullback are showing, smart early money is pocketing, taking chips off the table for sure. Thank you very much. Appreciate it. The nasdaq speaking of euphoria, hit another 13year high today. It is about 50 points away from nasdaq 4,000. Wow. Thats up 31 this year. Most people who play the nasdaq do it through the triple qs. They are up almost 27 in a year. Sheila dharmarajan is in times square with some of the details on that. Hi, sheila. Hey there. Theres no shortage of action today here at the nasdaq. As you said we opened at a 13year high and, of course, we are all on nasdaq 4k watch. About 65 points away from that level. Remember, 4k is not a level we have seen in about it ten years, since september 2000. A lot of people looking at this. Now todays pop is thanks to strong earnings from amazon and microsoft but if you take a look at whats been overall driving the nasdaq, its the momentum stocks. Yes, we are seeing them pull back a little bit this week, but take a look at tesla in the past one year. Up over 500 . Netflix, another big winner at the nasdaq up over 400 . Biotech has been a real outperformer, really leading the index higher and got to mention facebook, up 50 in just the past three months alone. So certainly internet stocks helping lead the nasdaq higher. A lot of other activity happening at the nasdaq with ipos. Three of them that were priced this morning, tallying to about 100 so far year to date. We havent seen those kind of numbers since 2007. Tyler . Thanks very much. Sheila reporting. So the nasdaq new 13year high that could be a bullish or bearish sign, but heres some other signs for market detectives out there. The dow transports down today, but they are hovering at new alltime highs nonetheless. They hit them earlier this week. Then you got earnings from internet giant amazon and the Biggest Software maker microsoft both this week beating estimates both seeing sales soaring. And relief for consumers heading into the Holiday Shopping season. Oil is below the key 100 a barrel mark. There it is, 97. 77. The average price of a gallon of gas is now 3. 20 or 3. 37 on average. I got some the other day for 3. 05, thats about a dollar lower than a year ago. That according to aaa. One company that watches these very things these three things very closely is ups, a transportation company. Very sensitive, of course, to changes in oil and gas prices. And now, it is in the dow jones transports. Ups beating estimates stock. New alltime high. Curt is the cfo of ups. A member of cnbcs global cfo council and joins us now. Welcome. And you had a good quarter. What drove business this quarter . Great. Thanks. It was a good solid quarter. You know, continued gradual expansion and good operations in the u. S. And some stability outside the u. S. Im curious, mr. Kuhn. Who is your single biggest customer . We have a lot of large customers, although not any one concentrated customer. Our top 20 customers only represent about 10 of our total revenue. Its a pretty diverse group. This time of year clearly the ecommerce shippers become a bigger portion of that as we ramp up for the holidays. Thats one thing i want to talk to you a little bit about. I cant imagine people are going to spend or shop less on ecommerce sites this season, but what we do have is the shortest time between thanksgiving and christmas weve had in about a dozen years. How does that change your business, if at all, it certainly makes it more concentrated i would think . Yeah. Youre right. Its been since 2002 that thanksgiving was this light. So compared to last year, theres six less shopping days. Big ib creases on a daytoday bases. Our peak day december 16th when we process 34 million packages and overall, were expecting our volume on per day during that Holiday Season to be up about 8 . Thats very interesting. Lets talk about the International Business which as i read your report, indicates that in some parts of the world, the business isnt growing as well as in the United States and that more and more shippers are choosing cheaper options, ground as opposed to air. Do you see that turning in a different direction any time soon . Yeah. The primary challenge has been exports out of asia and clearly asia was, you know, on a huge growth path and the last year or two it slowed a bit. What weve seen this quarter thats surprising we saw our shipments moving across borders within europe up 10 . So its great to see the european economy recover a bit. Wow. And also upss business of being able to provide pan european coverage is really coming into vogue right now. Very interesting. So across border business in europe up 10 . Yeah. Even more notably, two of the countries weve built broader capabilities in on the fringe, the poland and turkey, we saw volume growth up over 20 . We are seeing some, you know, some health in europe and i think ups is performing quite well there. Kurt kuehn is the cfo of ups. Have great weekend. Thank you. Sue, down to you. Thank you. The fda may be about to make new rules regarding painkillers and this impacts a lot of people, a lot of money and a lot of companies. Thats coming up next. Before the break, though, another reminder that were all about the bulls and the bears here. This is a bull in romania on the loose. Went after a traffic officers. Wow. Look at that. Dont worry. The man is okay. The bull was captured. And this is just what an awful Los Angeles Traffic did not need. A bear bringing cars in the pasadena area to a crawl on the 210. Well, after look at that guy. After running through the traffic, he tore across a golf course. At last check hes still on the lam. There he goes. There he goes. More bulls and bears. Poor guy, probably scared. More bulls and bears and power lunch in two minutes time. Run. [ male announcer ] the founder of mercedesbenz once wrote something on a sheet of paper and placed it in his factory for all to see. Four simple words where the meaning has never been lost. The challenge always accepted. And the calling forever answered. Introducing the allnew 2014 sclass. Mercedesbenz. The best or nothing. Procter gamble under pressure today. A big move for the Consumer Products giant, managing to meet wall streets expectations, but revenue was slightly above estimates. The company, though, says it is on track to post previously announced goals for the fiscal year. The stock is up 17 this year, but its down more than a percent today, ty. Its turned into the most widely prescribed drug in america, this was a big surprise to me but fact it is. The fda now proposing new rules to limit how it is prescribed. Bertha coombs covers health care for us and give us the details. Widely prescribed and apparently widely abused as well. Were talking about popular painkillers containing hydrocodone. The food and Drug Administration recommending tighter prescription standards to curb abuse, some 12 million americans said theyve abused them and to curb addiction to these painkillers. The fda is now recommending prescriptions on any drugs containing hydro codine like vicodin be classified as schedule 2 substances in the rules putting limits on how theyre dispensed. Prescriptions limited to a maximum 90 day supply from 180 days. Hydrocodone drugs are dispensed more widely than cholesterol and Blood Pressure drugs but sold generally as generic drugs. As a result, shes from fpc consulting the new rulings may not have a big impact on the drugmakers. Theyre not big dollar makers per se. The news, in fact, today is not hitting their shares. Abvie which makes vicodin hitting a new high. The rules have to be approved by hhs but that does ato be a formally. Something a lot of doctors have talked about, the dea pushed for this. A controversial thing. Scary substance and people think, because it is, quote, a prescription drug, it is safer than some of the street drugs you can get. Theyre just as addictive if not more so. Thank you very much. The fda also working on regulating pet food for the first time. This comes after six years after a major pet food recall involving a chinese pet Food Producer that was selling contaminated dog and cat meal containing plastics. Several pets in this country died because of that food. Sue . Ty, brett favre admitting serious memory loss in a radio interview on thursday. The 20year nfl veteran claiming he has no desire to come out of retirement and fears he is now paying the price for all the hits he took over the course of his career. Back in august the nfl reached a 765 million settlement with retired players who were significantly impacted by concussions. But is favres concussion a game changer for the nfl because of his profile . Has the nfl done enough for player safety or is it getting off easy . Jack pressurer is founder and ceo of the brewer group and played with the nfl for five seasons. John najarian is with us and he played with the nfl in college. Thank you both for being here. Jack, im going to start with you. You played against brett favre. You know, perhaps because of his profile, this is once again reopening the conversation about whether what the nfl did was enough. What do you think . It is. Its a Broad Perspective now given the fact that brett favre is a favorite player of people like myself and the normal american now really sees the sacrifice that athletes pay playing the game of football. Its a violent game. You get compensated a lot but at the same time youre sacrificing your future health. Do you think this would force the nfl to take another look at that settlement or not . Not really. I think the nfl, you know, pushed the settlement through. Now its time to move on. Our firm focuses a lot on trying to find creative ways to find treatments, advance those treatments. I dont like to dwell in the past. Its time for us to look forward and find ways to help the guys that are suffering. Jon, do you agree with that . Is it time to move forward and perhaps use brett favres profile in the game as a call to action on that . I think it will be a call to action because just as jack said, theres a lot of folks that can relate to brett favre being that hes a relatively young man too. Were not talking about old athletes. 44yearold man that has this kind of memory loss, especially sue, so soon after his career is over, jim mcmahon was experiencing these same sort of things right at the end of his career and my brother pete used to coach with him and some of these summertime coaching with kids and so forth, so i think, sue, youre going to see another settlement. I bet it will be a lot like jamie dimon and jpmorgan in you have this settlement for a particular segment of the players and youll likely see another settlement with some of these players that are just retiring now because they werent covered by that previous agreement. Thats a very interesting perspective. I would assume that perhaps it might be a larger settlement, given the fact that these players are younger and they will have, hopefully, many years of life ahead of them . I believe so, sue. And, you know, again, back to that jpmorgan analogy. When you tap that piggy bank and know its a Big Piggy Bank the temptation is to go back to it. I will not be surprised if the next settlement is as big or bigger and that it covers a wider range of players to jacks point, hopefully they can get the right treatment. But im happy that the nfl is addressing this. I think theyre doing a lot to make players safer with the helmets and Everything Else the way that players are observed after they show some symptoms i think thats does it change the culture of the game to both of you . Jack, you first. The culture of the game is violence. I mean, and im a huge football fan. I love football. I wouldnt let my kid play it, though, because of the culture in the game. Jack . Well, you know, the game is evolving. Now you get fined if you hit helmet to helmet. It makes it difficult for a defensive player like myself. I dont know how some of the guys do it. At the same time the league can only go so far. People watch professional football because they want to see gladiators colliding against each other. Now i think its a different approach. Players understand what theyre getting themselves into. When i played the game, i thought the only time you could get a concussion is if you were knocked completely out. Thats not the case. Mild concussions are a huge problem. Theyre an issue and tbi is something we have to deal with in the future. Going forward, players that are entering the game, understand what theyre getting into. Thats an interesting point. John, it may be the culture of the game is changing but is the culture of coaching changing . Thats another issue . Oh, and yes, it is, sue. As jack would tell you, from Little League basically pop warner football all the way through college and pro football, theyre coaching it differently because they know theyre going to take those p s penalties and the safety issues both. Like i say i believe college and pro football are doing a lot of things right to address this issue and i think the equipment will evolve to help them as well. All right. Gentlemen, thank you very much. I know this is a story were going to follow as it co