in fact, pulte, now hovnanian, if you go back a ways in the market, hovnanian is one of these stocks, heavily traded, can often be heavily shorted you've got to wonder, is there some short covering of hovnanian? the stock is up 12%. over in the payment space, check out paypal that stock finally getting a nice bump in what's been a terrible year. it follows the news that amazon will begin offering paypal's venmo as a payment option for orders that news will get you a 6% spike in paypal, but overall, if you put up a longer-term chart of paypal, it has been a very, very rough year. all right. so let's broaden it out a bit and talk macro markets because there has been a nice little bout of bullishness with stocks lately. we were well up off our lows from september the question is why? is it earnings is it thinking about fed -- the fed stopping rate hikes? is it something else let us dive in with what your first guest calls the developing dovish dissenters and bring in barry nap, developing partner and director of research at ironside's macro economics very good to have you on we're headed