i go to you, mark simone. big jobs number.nd the momentum almost every data point is getting better. so if the republicans whine about the bad economy, obama could win. >> if it keeps getting better. but gingrich had an amazing victory in south carolina. but that was one week. you know, you've got to do this month after month. it's still just january. >> you said if the economy keeps getting better obama could win. >> he's a turnaround artist and if it's good you don't want it turned around. >> jimmy p., do people understand that? does romney know he's got to do more than just whine about the economy? which isn't reagan. i get that. but it's not going into a double dip. it's not going to have 10% unemployment. there's no conspiracy theories about bureau of labor statistics wienies pumping out good numbers to protect their boss. >> if 2012 is going to be like 2011, assuming romney's the nominee, i was thinking that would be a catastrophic defeat for president obama. but if we don't get that, 3% in growth, 200,000 jobs, then i t

>> the american enterprise ins student, also joining us, mark simone, wabc radio talk show host.ne thing i was heartened, bama, is there a method to this? >> absolutely. >> i've had issues with the romney campaign, too. they don't seem to -- i've tried to get them, look, this is cnbc. we celebrate free enterprise and capitalism pap great place to talk about your tax rate, p.e., find viewers willing to listen, and they don't seem to want to help -- they don't create favor with conservatives, why? >> doesn't speak the language. how severe conservatism came out. he's a fear conservatism. doesn't speak the language, or know how to talk about it. there's a method to this madness. he's holding back a lot of stuff. that 59-point plan isn't the real plan. a brilliant three-point plan and doesn't want obama to triangulate it and take it from him. >> if he had shown his conservative hand, you're saying to win the primary, people in the general election would come back and say, look, you're a teabagger? >> not that conservative. >> an independent. you need to win the independents for this e

simon. we want to bring in two more voices to the mix. we bring in bob pisani, looking at stocks, along with mark harris at rbc capital markets with more on today's action. gentlemen, simon's talking about the possibility of a resolution in europe, but the ltro is sort of a wild karld out there. how do you think the markets react to a new lending facility tomorrow? >> i'll be honest. i think it's in there, unless we get amazingly of arriving tailwind. i think we'll get to the number everyone wants, the 500, and move on. >> if there's only a low number, 300 billion, is that good news for the markets? if it's 800 billion, is that good news? how do we declare the success or not success? >> the strategists of the world set that expectation. that number has been sent out there. you're right, it's a disappointing number. >> what's the disappointing number? >> something below 5. >> lower is disappointing rather than higher is disappointing. you could argue on different sides of this. >> you could. >> absolutely. you're right. >> isn't that true, simon? if we get a really big number, you could say, well, the first ltro worked out really well, may

you're watching this $8 mark, either confirmation or that's a place for to you get out of the name. >> simon, i'm short bank of america. i took a lot of heat and now it's come back to my price point. i think that this is a bradford trade. "eight is enough" my main reasoning other than tv is the way the u.s. treasuries trade. and the treasury market has been incredibly strong in price, sending yields to very low levels, the ten-year note well below 2%, that's terrible news for banks. when you put 10-year yield and overlay the chart with b.a.c., most of the time they're very much in tandem. the treasury markets and low yields to me are arguing that the bank run has been incredible, but that it's over. i'm willing to be short here. >> but, steve, what is it telling you? are you short the whole market? based on treasuries? or 10-year? >> i'm not yet. i'm very tempted to. i'm not because of apple. and that's the reason i'm not just index short. so no, i'm choosing my spots, but b.a.c. is one of those spots, one of those weaklings of 2011 that's had an incredible run over the last eight weeks or s

mark kelly, the husband of former congresswoman gabby giffords. kelly has signed a deal with simonut a mouse. it's going to be called "mousetronaut." a partially true story. it's due to hit shelves in october. he collaborated with giffords on her memoir last year. so maybe the mouse will go up to the moon and eat the blue cheese moon. right? because it's made out of cheese. no. >>> and here's your tuesday forecast -- i'm going to save from you that. afternoon showers from gary, indiana over to pittsburgh. a few inches of snow in northern michigan and the u.p., as you like to call it, paula. >> you love my bad jokes. >> i do. snow tapers off in the colorado mountains. up to a foot falls in the northern rockies. some flooding in seattle. >> 68 in sacramento. 51 in salt lake city. 45 in billings. 48 in minneapolis. 53 in k.c. 70s from dallas to miami. atlanta hits 59. and boston 42. >> put on your beads. i won't make you do what sometimes gets done. but put them on right now because at long last it has finally arrived. it is today. fat tuesday. mardi gras. it is the climax of carnival

megyn: joining me now, simon rosenberg, the director of the new democrat network, and a former campaign adviser to president clinton. and mark let me start with you. the piece that's being pulled out and played over and over again is i'm not concerned about the very poor. already the democrats have made an ad out of it, newt gingrich has gone after him about it. as you can see in that clip, that's not the full context of the remark. but what was he trying to say? >> well, he was trying to say the poor are taken care of by the nanny state. i mean, i think that the wrong focus is to say that he doesn't care about the poor. what i'm concerned about as a conservative is he doesn't seem to care about the nanny state. we as conservatives are the party of the opportunity society and upward mobility, and under barack obama's economy two million people have gone from the middle class into poverty. and so we should not be okay with two million people going into poverty. we should not be okay with a permanent underclass that lives off of -- on welfare and vouchers and the rest. as romney said, what we should -- the message he should be

simon rosenberg is the director of the new democrat network and a former campaign adviser to president clinton. and mark is a former speech writer for president bush and a fellow at the american enterprise institute. what a mess this is, right? we've got our sides over there -- citizens over there, this is our ally, right? they won't let them out, we're pushing saying we're going to revoke the aid, and they're saying, do it, we're not letting them out. what are we supposed to do about this, mark? >> well, i think they care about the aid a lot more than they let on. people have made the correlation with the iran hostage crisis. egypt is now a democracy, and that means accountability. the number one issue for the egyptian people is not confronting the united states or changing their policy towards israel, it's the economy. the economy is particularly in the tank. someone went to walk naked through a hotel in downtown cairo right now, no one would notice. the hotels are completely empty. so if we cut off $1.3 billion in u.s. aid or more possibly, it's going to have a devastating impact on the economy, and

mark tweets, call it the steve pad, gets a lot of jobs done. and it's nearly magical. harvey tweet, simonantelli, what are you watching out there? >> you know, not many minutes ago, cme downgraded certain aspects of the cme group. and without getting caught in the min knutia, mf global was mentioned. also another aspect near and dear to my heart. remember during the credit crisis all these derivatives -- toxic derivatives floating in the universe without a good audit trail. bringing them into a clearing apparatus like the cme is a good thing. but it's a good thing to know where everything is but it's another thing that the cme knows how to margin something so digital in nature. think credit default swaps. gary, weigh in on this. >> i did -- herb greenberg mentioned to me this s&p downgrade a few moments ago. i think it gets back to that earlier conversation in nat gas as well. the credit markets, always smarter than the equity marks. who knows what's going to happen there? but i know the mf thing will not die with people that you and i talk to, although many others want to kill it. >> you

mark z. gain by going public? he could end up fired from facebook like jobs was at apple. nick writes i agree with cramer. buy twitter and integrate it. melissa, simon it's the first thing he would do. write the check. what did he say pay, melissa? pay 12? >> get it done. own social media entirely. think also outside of the united states. they could buy a stake in a chinese social media company like sina which owns wybo, a microblog of china also referred to as a facebook of china. all of that's out there now. >> a lot of those shares are trading in tandem with the excitement. >> you are assuming the guy is going to behave like a normal ceo. you're assuming he wants to work with twitter. he's not a corporate man, is he? >> that's a good point. >> the idea that he could get fire from it, where does the power lie after the ipo? i assume it's still with him and those guys that have the big holding. it's still not going to be a public company that profit mac m maximizes as you expect other people to do. >> one of the interesting things people are going to see in the filing is risk factors and the degree to which they see chinese rivals as a threat, goog