see you at left-hand coffee way out in the hamptons out to montauk. see how i nailed that, lisa?. when was the last time you were at the hamptons? tom: they know i am transitory, i'm not a big fan. lisa: you are above 59th street kind of guy. tom: i murmured in june, we are supposed to go up, the gentleman from rbc capital markets up the coast of maine. lisa: all the way to 97th street. [laughter] tom: i made it down to soho this weekend. but seriously, they do not have nutella lattes in maine. lisa: you are starting to feel a buzz. romaine: you walk up and down the streets here, and you can feel it. i welcome the other day up park avenue. tom: this is critical. you do this on "the close." do you see a reset and the equity market because people are assuming better growth than the caution of two months ago? romaine: absolutely, and you are hearing from strategists saying now is the time for a little bit of a re-think. we have key economic data. next week, big jobs report. lisa: is it just that everyone has been sitting in triple leveraged cash? romaine: we will let tom work out hi