>> net zero exposure it french banks, dagen. >> i'm not worried about the u.s. banks, so much better funded and capitalized than in 2008, but they. >> neil: they've been coughing up blood the last couple of weeks. >> they are, but we're not in any danger, with the liquidity-- coughing up blood means the stocks are down. >> losing money. >> the stocks are down. >> the stocks have tanked. do i have to do your job, too. >> the stocks are tanking because the economy is-- >> you say coughing up blood, it conjures up images of loses lots of money and taking huge write-downs on exposure to debt. >> bank stocks worldwide down a trillion dollars. >> worldwide. >> the european banks are a different story, but wouldn't they love to nationallize them. >> neil: charles. >> first of all, i mean, i don't know that the stock market is not a harbinger of things to come. it's not telling us, yes, they're coughing up blood, we're going to find out later. i agree agree, it may not be 2008, it's the son of 2008. the same dna and holding the-- >> did you see beneath the planet of the