Are Stocks Too Hot? - S&P 500 Hits Crucial Levels
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Monday in november eleven of veterans day you know it's an ud thing to say happy veterans day because obviously many tens of thousands of people of parish an wars overseas but with that said, a respectful veterans day to everybody out there that served our country then how yeah i'm .

right there with you. Thank you for your service. Um guy we ve got a day here, you know with one .

of those days where I mean .

every day a day why I was gonna say why is the market up and you're gonna because it's open.

Although deciding here you know what's funny about IT is the S M P for listen, i'm not gna. I'm only looking at through today, but the S M piece effectively changed and now you're seeing this dispersion between the dw which you know I know is sort of we don't talk about in an aspx, which I think continues to be fascinating. But your point is well taken down. I mean, why is the market higher? It's open.

Yeah and and again, IT was higher and now were at the lows of the day in the S M. P. So it's interesting on the day like today, just we've had this monster rally over the last few trading session starting last wednesay after the election. And you know at some point you would think that there's back in fills S A little bit, but we're going to look at those charge guys.

I, should we look at the run down and you and a man at find us first. Shoot, drop S M P verse NASA. As we just sort of teased, this is not me.

I've never used the expression in my life. I happened to be one, but nerd gold verse, the shiny metal. I guess nerd gold would be the bitcoin big tech rotation. And if we have some time, which we were a little audience today.

yeah no doubt. Lets just get to IT right now. Lets look at those S M. P futures guy, if you look and see what the high for the day was, you see that you know we're pretty good here.

Like if you just look at I how many handles are we off the highs here? Maybe like fifty four, eighty seven was the high and here we are um at fifty four fifty seven um so i'm looking at this guy and i'm saying to myself, okay, you know IT was kind of like goofy. If you wanted to get in front of this on wednesday, maybe you wanted to see what the follow through was on thursday, but IT feels like kind of Petering out a little bit. Let me, let me get your take on that. What do you think?

Well, I mean, IT feels that way without question. Of course, the problem with that is, as you all too well know, I mean, every time that IT has Petered out, it's only lasted a day or two, but there is some level exhausts, I think, going on. But I also couple that with the fact that you've seen some pretty large volume day. So the exuberance is not only around the market is manifested itself in the participation in the market, which historically can potentially market high on the exuberance level or the low in terms of sort of the capitulation level when people say no much. So we'll see what plays out, but I think you're right to bring that up.

Yeah, and we're not going to do a trade here. I want to look at the nasdaq futures, and that's where I kind want to lean into a little bit. But I guess if you were looking to kind of sell them, you know if you were looking to sell them, let's go back to other chart for a second here.

The same p, if you were looking to sell them, you might think about, you know, that up train that's kind of been in place. But the first target would be that break out. And I just want to be clear here. I had the levels go back to the us, and people think at the levels incorrect here. I was just looking at this at sixty thirty seven um was the level here.

And if you're looking to sell at sixty thirty seven and kind of play for that exhaustion, your first level would be that break out that we had on wednesday and that gets you, you know, down to fifty nine, thirty years. So guy, and then that up trend is kind of like fifty seven and eighty, but you look to use a pretty tight stop, maybe somewhere around sixty, fifty five. I'm not there yet. What do you think of those levels in gender?

I think you're exactly the right. I mean, the first level would be where we broke out from that line job, as we call IT to the upside. So that's the first level of support.

Next level comes in at this sort of short term uptrain that we've drawn, which you know over time, decay with this trade, with this line going higher. You're right, fifty seven and eighty to six thousand, depending upon where you go. And then the ultimate level would be one hundred and fifty day moving average.

And now if we sort of Brown this out just a little bit of, man, if we could, and do a instead of the static chart to a real time chart, you'll see that that one hundred and fifty day moving average would also should be the third point of an uptrend. It's been taking place for the last year or so if you wanted to draw that line. So that's the way I look at IT again. And I think you're spot on in your in your levels in the way you're looking at this.

yeah. And again, it's one of those kind of situations where I can't really see anything in the near term while you'd go back and test that hundred and fifty days. Like if you think about what investors are kind of focused on here, is you further tax cuts as a relates to um I saw that earlier, lets us say we go for a corporate tax cut down from twenty one percent, let's say, down to fifteen percent or so.

I don't think they're ever gona get there, but I saw an estimate that would add like you know ah four percent to S M P five hundred earning. So it's not that huge one way another right and maybe that's that um is a little laugh. Let's forget them as that one hundred because we're going to spend some time looking at the diversion says you said between semis and software here.

This is interesting to me, guy, and had that one big mood IT closed right at that prior high IT through on thursday, but it's really just consolidate the next couple days. Now the one thing i'd say is if it's trying to establish a new range above those prior highs, you know, this is what you'd wanted to do kind of back and fill, you'd find some sort of catalysts. But this one also sets up interesting.

What do you see in the S M P, immense. One hundred versus the S P emin's nasdaq one hundred. The S P S of five hundred are but the versus the nasdaq one hundred here. Like do these look like slightly .

different charge to you know that they aren't different charts with that question? And I think the more vulnerable of the two, if you're ask me what you are, is the NASA many. So you know here we are here we're write up against that prior high um and you know you can look I mean you can say a bit of a double top, we broken out.

But I think the reality is where you are going to back and fell back to that prior high that we saw this summer. And then we're going to have a conversation. So I look at this and say, you know what, this is the one that potentially could be vulnus, especially if you think this is part of the conversation that fields are going higher. So the one that looks more traditional to the downside is probably this one.

yeah. And I agree with that. And you know what's different to me about this in the S. P.

Futures is that you know that break out level from thursday, we're just a whisker away from that. So here's here's the trade I want to set up here. If I want to look, take a shot.

I like doing IT to the future because I could set to stop here, guy. I want to set to stop. You're just above to days.

Hi, but I want to look to sell at twenty one thousand two thousand nine. My initial target would be twenty thousand four hundred ds. So you see that about eight hundred points to the downside.

I'm stopping IT up about one hundred and thirty years. So let's go back to that chart for a second just so you can kind of get a sense of my levels there. You know that two thousand and four hundred is right at that up train, right? And so to me, I just think that that's probably where you'd take a pause.

If you get this thing back below that break out level, you d look to basically lower your stop. Maybe that comes in the form of twenty one thousand. You continue lowered as IT goes lowered.

And we talk about that all the time. You know you sort of the trAiling stop, if you're right, immediately, a trAiling stop by trAiling stop gives the opportunity to sort of mitigate whatever the losses. And that's obviously a bit of a high fast problem, as we say, but that's how you have to sort of trade this thing.

And you know again, i'll go back and say in terms of this nasty chart, if you want to go back to sort that january six of twenty, twenty three low. I mean, there is an up trend that's been in place for quite some time. Men, I can draw that line and you can see potential if we go with non static chart where the ultimate level of support should be.

So the first level is this trend. This is obviously in place since August. Shorter term, the longer term trend is a little bit below that.

And quite Frankly, like many things, that probably comes into form of one hundred and fifty day moving average. And your eyes can see that trend line as well as mine can see from that sort of january low. You start connecting dots and that's where your ultimate support levels gonna. It's actually below the one fifty. But you see what i'm looking .

at your dance and no doubt, you know, then let's just look at the volunteer ity. Let's look at the Victory because this one I went have expected with the S M. P at all time highs to maybe be a bit lower here, guy, but it's kind of held in here in the mid teens are.

So so again, it's not telling us anything that the S M, P is not taking us. But you may suggest the fact that the way people were hedged up into the election, given the uncertainty, obviously, a lot of that move to the upside is maybe folks taking off those hedgers and letting things run. But IT also might be the sort of situation where after you know four, five days of just straight upside, you're looking to put some protection on that. You know, all that being said, lot of seasonality taking place here and a essentially, like I said before, I can't imagine the news in the next kind of months and a half that would kind of take the markets down materially.

Yeah, no. And and again, nor can I, but that doesn't mean it's not out there. And you know the volatility move surprised me, but in retrospect, I guess that makes sense.

I think part of the vult trade in retrospect, although we did talk about IT, was the fear that maybe the election would not be decided within twenty four hours or so in this thing would be pro long than I think people bought protection or bored volatility in in the face of that. And I didn't manifest itself. So that trade obviously was over, I think is quickly as people got in, you're getting out.

With that said, I don't think the val trade is necessarily over to your point. I mean, there is hard to imagine from now until the end of the year something taking place that would send while higher again. But you know, often times it's unavenged able what typically happens and and only again, it's only with the benefit of hind site that we talk about IT. So I actually think there's before the end of the year. I think there's a very good chance when I say very good chance I think of seventy five to eighty percent chance we revisit the high twenty thousand thirty years in the vx.

Yeah and let me let me take us in a different direction here. Let's pull up the see if I watch tool here. And so you know heading into the november meeting last k, there was a near certainty that they were going to lowest lower interest rates twenty five basis point.

You will be interesting to see, guy, if what happens to this december eighteen th meeting here, right? If they looked to pause, maybe you see a reacclimatise lation. Um you know you also have the anticipation of terrorists s and tax cuts and all that sort of stuff might be deemed inflationary. And you know if you do start to get a sense for that, um you might have a situation where you know they pass on the december meeting.

And the other thing is, and i'm just curious what your thoughts are, there was an article the wall street journal today and we know fed chair Powell was asked a couple times at his meeting last week about what happens if you know president trump, when he takes over in january, tries to fire him and he said, I mean, basically they're gone to combat IT and you know, this takes us all the way back to two thousand and eighteen because the fed started raising interest rates, try to Normalize interest rates. Ed, after there was low for so long. And then that's where a lot of this conversation about, you know, moving power out because, you know, truck really wanted him to lower interest strates.

So you have to assume that on the path that power was on, he was pretty happy about that. Yet if we start to see, you know slowing in the economy, unemployment pick up, inflation readings getting higher. I mean, it's a pushing poll about what the fed is supposed to do in that environment.

Yeah you know you talk about the unforeseen things that something is clearly out there because to what the the the way with which to one pile answer those questions was rather, I don't want to say, combat ative, but he was clearly prepared for, and I was somewhat turns. So I say that because he's clearly dug in.

And I think he understands that other than firing him for cause, which is the only way a president can fire a fed governor, by the way, the fed chair is considered red to be a fed governor. Under that amendment, I think, is the fed act of one thousand nine and thirty five or something. They can be fired for cause by the president.

Now what cause is? I don't know. I don't think IT falls under the preview of, though not lowering or raising rates at the demand of the administration.

So that's going be a tough one. So it's gonna hard to get rid of him now behind closed doors. Who knows what's happened, but I think your own power wants to see IT through. And I think if you know Better than I do, but I think is charm's sometimes in twenty twenty six.

So he's in here for the long term and know I said that i'm again, I want to be clear, i'm not a fan of the federal reserve, although I will tell you and i've set in on fast money and on our show that I think on the margins, you know, drone palest on a pretty good job given the deck, given the hand that he was dealt. But I think I I want to say something, you know, I think it's really important to understand that he's dug in and he's going to do this, right, viv, that the information that he has and the data that they get and IT might not be to the liking of the incoming administration. And there in lies potential person of volatility.

yeah. And again, it's that uncertainty. I mean, trump had d kind of signal during the campaign that he would like to have greater influence on the fed.

And they're kind of the course of you know lowering or raising interest strates. And I think that's the sort of thing that investors will not like. It's a level of uncertainty. You know I mean, we go back to what lisa is all the time.

Is power wearing a purple tie on the day of there? Certain things there are certain tea leaves that um investors like to get and not too different than I know you don't like this, but you know there's a couple folks over the last fifteen years who basically had the opportunity. This is that the wall street journal to get to get a little preview of what the fed might or might that might not do and just kind of a floating a bit of the trial balloon.

You know, the one thing i'll just say, guy, I think you've got to keep a close eye on the dollar. And I I get why the dollar moved after the election. But if the fed is really on a course to continue to lower interest strates, you would not think that the dollar is where IT is that one of five know fifty or something like that is banging up right against that downtime in from those levels, I guess, back in the fall? yeah.

And this is going to be the interesting right because, you know, I think most people would want to think um that the income in the president elect would be a fan of a stronger U. S. Dog, which makes sense.

I think he's a fan of a stronger U. S. economy. I don't necessarily think he's a fan of the strong us star given the deficits in the debt that we have.

I mean, quite Frankly, he's the only president in my memory that's actually openly talked about the want for a weaker us doll. And it's talked about the dollar being too strong. And you know whether that's true or not, it's true in terms of the common cities made, but whether not economically, it's true.

That remains to be seen. So I think people going to be surprised at the at the commentary around the strength of the doll with this incoming administration. And now there's a chance that they try to sort to talk to dollar lower, which leads us to the next trade, which is both bitcoin and gold yeah .

so the gold and we are talking about this last week, guy, you know, in any sort of environment over the last year, rate go in higher, rates go in low or strong. Dollar week, dollar, you know, gold just kept on doing that after that consolidation that we saw back in the spring. Look at that just stEddie move.

And I know that something that you know, you've been pushing the whole time by on any dip. And you know, we thought that if he pulled back, why would IT IT go to that up trend? right? You gold trades very technically.

I know that you could probably expand on that a little bit. You traded IT for a long time. You traded IT for a big bank. But again, it's probably giving close to a level by the time we get to the cma day next week. If I were to kind of find some supported this up trend, that would probably be great level to trade IT on the long side using a stop somewhere in and around that a uptrend.

Yeah, the trend line can be your stop or the moving average can be your stop, whatever you wanted to be. But you know, to your point where deck we're traded down to, this uptrain line has been in place basically since the spring. And no, I do think it's only a level of support.

I do understand what's going on here. I think some of IT is on. It's just a money flow. I think you're seeing money coming out of the gold trade into the cypher trade, and that's clearest day if you look at the Price action of bitcoin, which we were on a second.

But I also just think it's it's a fear of, you know, maybe I think part of IT is the same way the vicks came off in the same way that goals coming off. I think part of the gold trade was predicated on the potential for unknowns around the election, which did not manifest, thankfully. So here we are.

But the reasons that i've been bulshed gold have not gone on the way. They've only gotten, I think, larger and more robust. So I think you do by the weaknesses and gold.

Yeah and in again, let's go back to the bit coin because I think you're you probably spot on as just kind of you took off a bit of that gold because you know we didn't have the worst case scenario as IT related to the election. And that's why folks were doing people are buying bitcoin right here because they think it's gonna a Better regulatory environment for bitcoin.

So you know, you look at that and we are talking about that move from seventy two back in the spring, down about fifty five thousand. And IT was a series of lower highs, a series of lower lows. You know, the thing worked its way back to those highs on anticipation, right? This was one of the trump trades, if you will.

And the break out just has to do with, I think, a little kind of homo buy a lot of folks looking for things as the market brands out a little bit, finding different risk assets. And again, this is one that you would not think is acting this way um with a strong dollar, right? And so again, especially as gold selling off a little bit. But here's one guy, here's one of the only risk assets that I see.

That the strong dollar is kind of hitting a little bit in a meaningful way and that crude oil, and you tell me, does this have more to do with the strong dollar? Does that have more to do with what OPEC plus is saying? Does that have more to do with, you know people being uninspired by chinese stimulus? But you know, it's getting back to a level here that we've traded from a bunch of times. You know I mean, whether I was bouncing off that support or selling IT at that downturn.

yeah, and I think i'll add one more. It's all of the above. Unfortunately, I am trying to duck your question, but I also add the fact that I think part of IT is I don't want to say hope, but I thought that you know in this incoming administration is going to put an end to the conflict in middle east.

And i'm just saying that in terms of what the people are thinking about and it's they're going to force ukraine and rushed to the negotiating table and maybe put in into that as well. So some of the uncertainty around those two things I think the market is saying are going to be cleared up within the first whatever of the incoming administration, whether or not I agree with that or not, this is point IT doesn't make a difference. I think that's what the market is looking at.

But now you've correctly pointed out that every time, uh, cruel is rally, there is been less and less meaningful to the upside of a series of lower highs. Basically, I want to say, since last summer, basically last fall, and here we are again, the support is well documented. But the more and more we sort of test that support, the more likely we're going to break down to the downside. What's interesting though, some of the big cap integrated names of actually hung g in there. So there's also this decoupling between the underlying commodity and some of the equities around IT.

no doubt. right? Let's go to the stock market. Guy, that was a nice little mac row wrap here. The thing that sticks out to me on my main fact set board here, guy, is an rotation atomic.

Look at who did that .

amazing. And then a rotation at a semi. Now the semi story will talk about the second, but look at that move in the software sales force.

Oddly, you would have thought microsoft was the number one um waited stock in the I G V. The tf tracks large cap semi. But look at this move today and taiwan semi. And so it's the commerce department basically making some demands at taiwan semi, not sell high and GPU to the chinese.

And you know, one of the things that I find so interesting guy is that how is IT that the chinese chip manufacturers, the folks at design, these gaps are so far behind the us. We talk about this sort of tech battle that we have a it's just very curious to me. And I guess the point that I make is that, you know, think about this, if the china, if if the us. Is able to say the taiwan semi don't sell chips to china, and we've been talking about the potential for aggression of china towards taiwan, I can imagine that makes this whole situation that much Better.

no. And that's listen, I mean, it's not just me saying this in terms of this trade. I mean, again, you go back, I want to say, year and a half or so ago, uh, jenson waging from invidia talked openly about his concern of potential for something to happen but between china and taiwan and I don't know the exact terms that used, but he was very um concerned about that potential.

Now I say this and again, maybe these are negotiating techniques and you know the bark is worth worth on the bike. But I was recently, I think incoming president president elect trump talked about taiwan having to pay for some of their protection against potential aggression from china. So you know there seems to be a stance of um some less a fair stance when IT comes to taiwan at a potentially out of this incoming administration, which I think it's concerning for this trade. So part of this, I think, might be predicated on that as well.

Yeah I guess the more likely, in my opinion, situation would be the new administration forcing taiwan semi to really digging and build some fabs s or more fabs in the us. Are obviously built yeah in phoenix. Um so that'll be interesting to to watch.

But it's you know the stocks that hit um today mag seven under performance other than tesla. That's its own thing right here. Let's just look really quickly at the same age you know it's been consolidating here.

We know that NVIDIA and taiwan semi makeup about thirty percent or so. Maybe a bit more of this or maybe it's not a perfect etf, but you know it's kind of stock in that hundred and fifty days has been support. But this is the one, and we've talked about this on market call that this one looked like I was about to break out.

If you were looking to broaden the trade in the maza away from the semi performance, this area made sense. We saw sales force and adobe and workday, some of these ones really trailed here. And so look at that break out. I mean, that just tells you that investors are just buy ying buying, buying anyone who short was covering. And I just think the relative outperformance of the semis .

is very notable. Well, I mean, this is one that I don't think enough people are talking about.

And by the way, this is one that I looked really smart about, but post earnings is not so much so per qual on chart, AManda, because you know in the aftermath of their release last week, know the stock traded higher and IT certainly felt like to me, you know, given to some of the things that they said and given evaluation, the qualcomm was going to make a push towards that prior all time high that we saw this summer that did not happen. We trade IT up to one hundred and fifty moving average and stopped and failed. And now look at how poorly IT started since now.

Quality comes a big part of that S M. H. As well. And you have a flying hundred fifty moving average that slowly rolling over.

And I don't think enough people are talking about, you know, what is qualcomm, if anything, telling us. So I know we get focused on taiwan semi we should. In video, we should. But what might be taking its own story right now as well then?

Yeah, I think one thing built into their guy is this rumor that they .

might try to buy on.

Yeah, and they said they going to wait until after the election. So that would be something that you know let's just say they make a bid form. It's gonna in regulatory hell for a long time and they probably don't do IT until there's some sort of clarity around lenichen who runs the ftc.

She's clearly gonna out here. So again, that's one I like welcome here. I like the valuation. I like the potential positioning if they were to do a deal with little, but that won't close in a very long time. So again, that'll be an arb hell if IT does happen of last thing.

Before we get to a couple questions, guy, let's look at the home people report and I the implied move in either direction. Three and eight percent, you know, this one had a monster move, you know, over the last few months of the August lows here, IT kind of sold off. Maybe that had to do with the rates going higher, talking me on this one. And then we want to look at the chart. Maybe they could pull up a five year because this has got, I know this has caught your egg.

Yeah well, I know you going to bring up you going to bring up the fact that we just traded up the levels that we saw. I want to say december of twenty twenty one or january of twenty twenty two. Either way, we're trading up to those prior highs and dreamingly rolling over here.

So that is concerning without question. So you are right to bring up that chart. What's also sort of interesting here is what a higher interest rates mean and what does the potential for the unemployment rate to start to take higher mean as well for the home depot trade?

So I look at this and say, you know, what does the employed moved down? I want to say about eight percent percent person about that. yeah.

I think that three, nine percent can be to the downside. So I might suggest you should trade home deep in the earnings. That's never something we really talk about. But I think more risk is to the downside in this uh, and not only the home depot trade but sort of the home builders trade in, in the aggregate yeah .

and last I just say about home debo, and we say this all the time now evaluation, not a great timing tool, but early growth expected to be like mid single digits sales growth. Low single digits trades twenty seven times this year, twenty six times next.

I mean, as far as the retail space ah, there's some that are getting kind of expensive, whether the T J X with john's trades that way, costco, walmart, but this one seems expensive without a whole hacker. Lot of growth. And there is like a number of potential headwinds, which you just spoke to a little bit. So this one just doesn't make a lot sense to me.

One of the questions we're getting, this is from pitch, I think that's right, is about asml. And the question is A S M L question mark. And we've talked about this on this show and on fast money. And I brought up the fact that, you know, looking out poorly, this stock is traded since this summer since, I mean, a stock in is not almost almost been cut in half, it's probably down thirty eight, forty percent from that all time high.

And I think what's going to happen here is we're going to test the levels that we saw in the fall of last year, sort of five, eighty or so, which was a low back in october. So it's not a great comp to the semi trade because A S M L is A S M L specific at at times. However, this is still a quarter of a trillion our company, and I don't think you can underestimate the importance to the overall tech sector.

Dn, yeah, we talked about this about a month ago when they gave that guidance. IT was just horrible on their bookings. And so is IT a canadian the coal mine for this you know semi trade for the near term as a relates to you know hi I N G P U.

So again, good question will continue to monitor this one because um you know I mean, we're going to have in video's earnings next wednesday and that's going to be um a really interesting one because again, it's been a series of massive about performance. Relative to expectations. Um if that starts to slow, you know people make look to look at the look at the rotation we're seeing right now. And if you're if they give guide insets less than expected, you are going to see you know further downside weakness in taiwan semi because they manufacture eighty five percent these high and gp s and then in video is just such a crowded trade so um that one will be keeping a close eye guy .

and you started the show by saying, you know your hard press understand or to think about her to come up with one of some of the scenario where the market could move to that. One of them is invidia next week. This is from bevin.

Shirley, what does the strong U A store mean for other countries? Currency does IT go? Does IT go down, right? So this is why I brought up again president like trump, because I think he understands probably almost Better than anybody, that if you ask somebody a hundred dollars, you have a problem.

If you ask somebody a million dollars, they have a problem. So when you deck right now is approaching thirty four trillion dollars, it's not us that as a problem. Although we do, it's the people that we know the money to, they have the problem.

So what's gonna up happening is I think they're going to try to deflate their way or, excuse me, inflate their way out of the problem that they have. And how do they do that by making the doll less, less robust? Use the word that I used early to show to appreciate the value of the doll, because that helps A A sway.

Some of the problems that again, at thirty five trillion doll, uh, debts going to have. So what does that mean? That means I think this dollar strength is going to be short lived. I think the dollars going going to start to trend lower. And I think again, going back to gold, all roads ly back to gold then .

all right um we covered a lot of ground here. Guy down, I um you and I are going to be back here tomorrow with C, D, C, B, W. You know I almost said C, D, W, C, the computer reseller.

but D.

W, Carter bracket in worth, he's going to help us chart all of this guy. I thought we did a good job on the charts, by the way.

we can navigate the charge is sick. We haven't done a performing Carters, obviously, in the .

parthia in terms of where he resigned into the goat. He's a goat greatest of all time.

You got, you know, I see that now they have commercials with that. And everybody can be the greatest of all li definition. Everybody can be the f and greatest of all time. okay. Really quickly though, we throw these things around like, you know, like nichols before .

we get out of here. So I was talking to a couple twenty rolls there. There are big sports guys.

They play football, college and you know, there on the social. And every like that I have, for some reason in my instagram feed, get lots of Michael Jordan copulation. Maybe they just know how all I am.

Let me tell something. There's no there's no argument to be made for lebron versus Michael when you see the stuff that he was doing back then. No one can do that in the MBA right now. He was just dominant. He was the man.

You think about the NBA again, I don't want to necessarily ily good on. This microphone was playing in NBA, where basically you would get mugged if you try to bring your your eyes into the pain. And he did IT on a day and day out basis.

He played every frigg game. He played hard every game. Not only was he obviously a freak on the offence of side, but he was all defense, probably every year that he played in the league.

There is no, it's Michael Jordan, everybody else. And quite Frankly, if you were to ask the Brown, i'm sure people ask him. Nobody wants to compare themselves to Michael Johnson because there is no frequent comparison.

He is. But you're starting in NBA team and you can pick anything you want. You start with him and build around .

IT matter of fact, there might never be anyone as good as him and created a dynasty. And around them are all that being said, i'm sure you guys don't care what we have to say about the goat conversation between lebron and Michael, but I think you can tell where we sit. Our guide, we're out of here that was really IT was a .

nice half an hour. I understand. Youtube risk reversal page subscribe market matrix years twenty seven check IT out will be back tomorrow.

then let's see you.