, would you be a seller next week, don luskin? >> if you're just trying to do one week at a time market timing, yeah, it feels like there's got to be a correction out there somewhere. but, you know, you just got to be a little bit careful here, folks. yeah, we're having a good earnings season but if you dollar weighed it and looked at the performance of big companies with big dollar earnings versus the smaller companies, only 13 or 14 of the companies account for all the beat in dollar terms. it's not as solid as it looks and we don't know what is going to really happen when we've gotten through a month or two with people opening up their pay pact packets and joe six pack and susie cream cheese finding they have 2% left. these are people living paycheck to paycheck, don't have credit lines anymore, housing atm has gone belly up. consumption growth has gone down, larry. >> i hear you. a lot of risks to washington, d.c. but we don't have time to go through they. don luskin, thank you, brian shactman, thank you. >> during the preside

we've got don luskin. let me talk to don. you are not roaringly bullish on this story. my question to you, with all these growth stocks rising today, you had the transports, the small cap, the banks, the materials, you had industrial. so it's got economic growth written all over it. is it possible that investors took a look at the deal coming out of the house and said you know what? it wasn't as bad as we feared. the higher tax rates on investors, less onerous than we worried and we're celebrating that. is that possible? >> yeah, i guess it's possible, but you call these all growth sectors. in fact, they're just high beta sectors. you get a day like this, of course they'll do better. you get a bad day, they'll do worse. that happens every time. as for the details of this deal, the details were in the market monday. the only difference now is the house passed it. so this is a relief rally. the problem with relief rallies is once we know we're not going to fall off the fiscal cliff, you can't know that again. you only get that fact once. so it's like okay, great. i surviv