. >> thank you, my name is ken rosen and i'm a c.p.a. and i frequently come into the city, usually in the morning. one thing i have noticed there is a shortage of good coffee shops or places to buy coffee in san francisco in the morning when people are trying to get to work. you know, this is evidenced by really the long lines at the stores. you know, i myself, i don't have a whole lot of extra time to sit and wait in line for 15-20 minutes. so i'm just going to skip it, if there isn't a place to go. and i think these coffee trucks are sort of unique in that they offer a solution that is good for the brick-and-mortar restaurants. because the brick-and-mortar restaurants are open, whatever, 10-12 hours during the day and so you have got this need, that goes on from whatever, 6-10 in the morning, when people are lined up. so you know the truck is there to sort of help in the need. and i think the impact to that is much less than if there is another store that opens up that is also open from 6:00 to 6:00 at night. one other quick comment. t

joining us is ken rosen and our very own diana olick. ken, what do you like at?bers i look at. housing starts is the number one most important one. existing home sales and new home sales are also very important, and then the inventory of unsold houses is another very important measure and finally, of course, prices, and all those indicators are up substantially year over year. nowhere near full recovery. definitely moving in the right direction, have been for 18 months, and my guess is this is sustainable for a long period of time. >> what's the least important piece of data? >> the mortgage application data. that's a very volatile week to week and every monthly numbers to be looked at askance. a lot of seasonal and i always look at year over year numbers as a much smoother series. the month-to-month judgments jump all over the place and don't take any month change very seriously because weather conditions, for example, the snow storm affected a large part of the population that we had last month so the march numbers will be distorted. >> diana, this is your beat