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Build-A-Trade

Avoid Wall Street. It’s a mess. For an easier ride you might want to consider Main Street.

Despite weak retail figures released Friday, there’s are four reasons why consumers may, once again, lift the market.

1. 30-year mortgage rates broke 6% and the Wall Street Journal’s Karl Case said housing was near a bottom. (Case is the co-developer of the Case/Shiller Index.)

2: Commodity prices such as gold and oil have pulled back.

3: Consumer stocks such as Proctor & Gamble have been the market's best performers this week.

4: There’s a massive cash hoard in mutual funds and hedge funds

If stability emerges how should you play it?


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Look at General Motors, says Jeff Macke. Those factors combined with the willingness of the government to get involved is probably bullish for the stock.

I think you should get long Home Depot and Lowe’s , says Pete Najarian.

I can see buying RIMM or Wal-Mart, adds Joe Terranova.

I don’t buy the whole thesis, counters Tim Seymour. There's no trade here.

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Trader disclosure: On Sept 12, 2008, the following stocks and commodities mentioned or intended to be mentioned on CNBC’s Fast Money were owned by the Fast Money traders; Macke Owns (WMT), (MSFT), (UUP); Macke Is Short (TM); Seymour Owns (AAPL), (F), (GM), (MER), (SHLD), (TSO); Seygem Asset Management Owns (EEM); Najarian Owns (AAPL) And (AAPL) Collar; Najarian Owns (GE) Put Spread; Najarian Owns (HOLX) Calls; Najarian Owns (MS) And Is Short (MS) Calls; Najarian Owns (NOK) And Is Short (NOK) Calls; Najarian Owns (RIMM) Call Spread; Najarian Owns (TSO) Call Spread; Najarian Owns (XLF) And (XLF) Collar; Terranova Owns (AAPL),(RIMM), (GS), (VLO), (SA), (YHOO), (NOV), (POT), (EOG), (FCX), (X); Terranova Owns (AIG) Puts And Owns (AIG)

Terranova Is Chief Alternatives Strategist Of Phoenix Investment Partners, Ltd.; Phoenix Investment Partners Owns More Than 1% Of (ABD), (ARE), (BIG), (BRE), (CNTY), (CNW), (CLB), (OFC), (DLM), (DRH), (DLR), (EPR), (ESS), (EXR), (AGM), (FL), (GBL), (GNET), (IGE), (LNET), (MAC), (OIIM), (PSPT), (DBC), (DBV), (SLB), (GWX), (SSYS), (SKT), (UA), (BIV), (VV), (BLV); Phoenix Investment Partners Owns More Than 1% Of Goldman Sachs Financial Square Fund - Money Market Fund; Phoenix Investment Partners Owns More Than 1% Of Seagate Technology Tax Refund Rights

Terranova Is Co-Portfolio Manager Of The Phoenix Diversifier PHOLIO; Phoenix Diversifier PHOLIO Owns (IGE), (DBC), (DBV)

GE Is The Parent Company Of CNBC