jonathan: dan alpert, great to catch up with you. dan alpert there of westwood capital, and lisa abramowicz very much on brand on "bloomberg surveillance." lisa: for the record, i actually had an argument that was bullish , basically saying the numbers are coming in better than expected. i just want to put that on the record. jonathan: can we clip that moment and put that in a highlight reel? [laughter] shock. tom: i'm in stock. jonathan: lisa slightly constructive? lisa: you have to look at reality, and this is the challenge right now. is our reality lower loan losses and lower charge-offs? is that a result of the leftover money, or a better-than-expected economy? it is a big question. people don't really have a good sense of that. jonathan: that was the lisa abramowicz correction. [laughter] tom: what a day it has been. we've got claims coming up tomorrow with the kind of gloomy numbers that dan alpert is talking about. the nasdaq now back, slightly green after more green two hours ago. the jumble here is stark, but to be honest, a