questions as you consider your next move in the markets and we're trading with stephanie, joe terranova, simon baker and stephen weiss. stephen weiss give me the story, a lot to consider and a classic tug-of-war. >> it is and that's what happens when you get to critical psychological points in the market as we are right now being very close to all-time highs. here's how i look at it, the market performs extremely impressive, we got bad economic data out of europe but good claims data coming out of employment numbers today on the thursday. so i still think we see a big jobs number next month, i still like the market, we're in consolidation phase, it's good to take this pause but everybody knows the issues in europe and draghi has a pocketful of stuff he can throw at the market, interest rates are way too high. >> joe is that why you should be bullish here? the bulls will certainly cite the fact that you have a huge pickup in m&a just over the last week, whether it's comcast and general electric, our parent or the deal we saw today or american airlines, and u.s. airways and certainly others. >> and i