. >> in fits and starts, david malpass, i have the same view art has. i think the economy is coming out stronger than we thought it might. i'm not sure i understand it except the resilience of business is phenomenal. >> that's right. and if we see it in orders, that's going to be very positive. we didn't see it in today's durable goods orders numbers. and if you look at the housing starts, the -- excuse me, the new home sales that we saw today is below the recession or at the level of recessions in 1990, '91 and also even in the '80, '82 recession. >> coming up. >> coming up, but from such a low level that it's recession in the past. >> best two months in home prices we've had since june of '06. >> i don't want to put a cloud on. i'm positive -- i think the market has already got priced in quite a bit of growth in the first quarter and second quarter. so we're going to have to go above that, i think, to keep the rally going. >> factory order up 12.7% last three months. big number. you're right. the core orders fell in february but january a gigantic mon