don luskin, do you buy that macro argument? >> i don't buy that at all.merica a great gift on his way out. the bernanke fed tapered twice, two tapers makes a trend. the bar is going to be very, very high for janet yellen not to continue the tapering regime put in place by ben bernanke. besides, there is now virtually a unanimous consensus among the board of governors and the regional presidents and the fed that while it may be a good idea to keep the fed funds rate at zero well past when he hit the evans rule target after 6.5% that asset purchases have outlived creating speculative risks for no gains in economic growth momentum. they're all risk, no reward, they must stop. doesn't mean the fed is going to suddenly get tight. but the asset purchases are over and thank god because the last thing we need is a central bank leading us into this world of unknown unknowns of the world's largest balance sheet of the central bank that controls the world's currency, that risk is thankfully off the table. >> but they're known unknowns. that's my only disagreement. e