we're talking about janette yellen. fed kicks off a two-day meeting on tuesday. >> it was interesting. yesterday's price action in most of the banks excluding bank of america was fantastic. you had jpmorgan getting back close to the unchanged on the year after being down 15% at one point on the year in early february. and you know, the results were pretty decent. jpmorgan's going to be able to buy $6.50 billion worth of stock and they have a 2 1/2% dividend yield and everything sounds fantastic. right? but don't forget about the fact that these guys actually had very poor results in q4. they gave murky guidance. not growing sales or earnings expected in 2015 to be flat. valuation is cheap, it's a little over book or whatever. here's the thing. everyone's focused on higher rates here. we don't know what's going to happen. is the fed going to remove the patient word or not? i think that's already in the markets. okay? the rates have already moved up here. i think it's in the market. you have this enthusiasm. and when i lo