Your First Move For Thursday December 29th

Here’s our Fast Money Final Trade. Our gang gives you tomorrow’s best trades, right now.

CNBC contributor Ron Insana suggests a long position in home builders.

Brian Stutland likes small caps. “If the IWM can break above $75 I’d be bullish small caps into 2012,” he says.

Brian Kelly is partial to regional banks. “I’d play it with the KRE ” he says.

Anthony Scaramucci is bullish on Starbucks “I think the momentum is right,” he says.

You'll find Final Trades from Stephen Weiss and Pete Najarian in Wednesday's Web Extra. Click here to check it out.

Click here to see other Final Trade posts.

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Trader disclosure: On Dec. 28, 2011, the following stocks and commodities mentioned or intended to be mentioned on CNBC’s "Fast Money" were owned by the "Fast Money" traders: Kelly is long KRE; Kelly is long IWM; Kelly is long US T-bonds; Kelly is short the Yen; Kelly is short the Swiss Franc; Kelly is short UBS; Kelly is short CS; Weiss is long QCOM; Weiss is long GM; Weiss is long WLP; Weiss is long AAPL calls; Karabell owns shares of APPLE (AAPL); Karabell owns shares of CATERPILLAR (CAT); Najarian is long AAPL; Najarian is long C; Najarian is long INTC; Najarian is long MOS; Najarian is long YHOO; Najarian is long WFC

Ron Insana
No disclosures

Jim Rogers
Rogers owns gold
Rogers owns silver

Nick Pope
Dahlman Rose & Company, LLC has not provided investment banking services to Energy XXI in the past 12 months. It intends to seek to be a financial advisor or to engage in investment banking services with the subject company and may receive compensation for such services during the three months following publication of this report. As a result, investors should be aware that the firm might have a conflict of interest in the future that could affect the objectivity of this report.
Dahlman Rose & Company, LLC makes a market in the securities of Energy XXI.
Dahlman Rose & Company intends to seek to be a financial advisor or to engage in investment banking services with McMoRan Exploration and may receive compensation for such services. As a result, investors should be aware that the firm might have a conflict of interest in the future that could affect the objectivity of this report.
Dahlman Rose & Company, LLC intends to seek to be a financial advisor or to engage in investment banking services with Rosetta Resources and may receive compensation for such services during the three months following publication of this report. As a result, investors should be aware that the firm might have a conflict of interest in the future that could affect the objectivity of this report.
Dahlman Rose & Company, LLC makes a market in the securities of Rosetta Resources, Inc.

Shaw Wu
Sterne, Agee & Leach, Inc. makes a market in the shares of the subject company.
Sterne, Agee & Leach, Inc. has, over the past 12 months, managed or co-managed a public securities offering or provided other investment banking services for the subject company.
Sterne, Agee & Leach, Inc. received compensation for products or services other than investment banking services from the subject company in the past 12 months.
The Sterne Agee analyst who has active coverage on this company owns a position in the subject company.
Sterne, Agee & Leach, Inc. or its affiliates beneficially own 1% or more of any class of common equity securities of the subject company.