Welcome to Closing Bell, I'm Scott Wotner. This make-or-break hour begins with the countdown to what could very well be the most important earnings report of this late season.

NVIDIA on deck in overtime. That stock surging to start the year and taking the NASDAQ with it. Now so much riding on those results.

Top analyst Stacy Raskon with me a little later to walk you right up to that earnings report.

Fame Short Seller Jim Chinos will also... right up to that earnings report.

Fame's shortseller Jim Chinos will also be here in just a bit for a

cn't be exclusive on the markets and one of the latest names he is now betting

against.

We begin though with our talk of the tape, a tug of war between rates and stocks and what

the outcome is likely to be for your money.

Let's ask Dan Greenhouse of Solis Alternative Asset Management.

He is here with me at post 9.

Welcome to our new show.

It's good to have you.

It really has been a tug of war, right?

And, you know, bond yields kind of taking a back seat for a little bit to stocks

until now they pulled stocks into the sandbox a little bit. I mean you've seen a

real re-pricing for Fed funds expectations, which is obviously gotten a lot of attention,

but less so you've seen a real re-pricing on the inflation side of things.

Inflation pricing at the one year and the five year tenors have gone straight up over the last

couple of weeks and I think it complicates the Fed's position here and investors

position in the sense that if you think they were almost done some other parts of the market not the

equity or the credit markets are telling you maybe they have more to do.

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