bottom line, home builders, i want to put up also, had interesting day because jack at ses co-hannah upgrades them. there are some reports out there they'll have a good time in the next six months. a seasonably strong period for the home building stocks. back to you. >> thank you very much. it is all about washington. dow up 400 point in the last two trading sessions. >> let's talk about it in today's "closing bell" exchange with rich peterson, sam barnett, michele caruso cabrera, who is heading to the imf meetings and rick, who is not. >> >> earnings are never more important at this quarter given the absence of the report from the government. a week we saw estimates for third quarter, s&p capital, break below 3% now to 2.9%. we're seeing year over year declines in energy, consumer discretionary and in telecom. yesterday we had headlines in terms of the energy sector whereby chevron announced their third quarter numbers won't match second quarter return. proximal good signs in technology area from hp, where first half of the year, year over year declines, we've seen gains from first