this is harry stein, whose book is i think mandatory reading. i don't think it is just for people on their white. i think people on the left would profit. it is a pole but, it isn't savage. it doesn't call names. it is written very cool pros and it's funny anditty and a great book to take on a flight or in theathtub or to tell about at the dier tle. good luck to you. thank you for being on. >> guest: thanks, steve. >>> today what we are doing is one of the final days of shooting documentary on the supreme urt. we have been there about two months or so in the different rooms and spaces of the court as well as talking with nine of the justices now about theip job to give an inside window into how the court operates. the processes of the court and humanizing get and what we are doing is grabbing a couple of final shots and we a going to add in tthe documentary. >>> and now a ptagon briefing with defense secretary robert gates and joint chiefs chairman michael mullen to talk about u.s. strategy in afghanistan including troop levels. this is about 35

joining us today robert stein, senior economist at first trust advisers and harry, ceo and portfolio manager of ans a sit management firm that has his name. let me start with you, bob, i was looking at your notes and you say it. the way you see the economy would a lot of these people waiting for things to pull back because nothing is fundamental. you say we're in a v-shaped recovery and going to do 4% and you say the market is backed up by what's happening in the economy. >> that's right. when you look at inventories, look at a declining trade deficit, look at what is the beginning stages of a rebound in home building, remember, now, i haven't mentioned consumption yet. which will grow, but probably more slowly than the rest of the economy. you can get 4% plus over the next year and a half rather easily. and that justifies a lot of the rally we've seen in the stock market over the past several months. >> that's what everybody's hanging their at on. it's the market obviously has got things wrong in terms of the economy. it's almost like a lot of these guys that are looking at the stoc