david faber is in larue, texas this morning. whether it's yellen, whether it's the news that the president is going to meet with gop leaders, negotiators they're calling them this afternoon at 4:45, futures look pretty good here, jim. futures have had a nice couple of days, the nikkei up 2%. what do you make of what's coming later on? >> they went third rail this morning. they said this is not about paying the japanese, not about paying the chinese, you're not going to get your social security check, doctors aren't going to get paid. i've been waiting for them to do this. that is devastating from even the most rock solid right-wing politician. but you can't go against soc-sack. the interest rate can go up and the japanese may not be paid. boy, they got rid of that. that's the jpmorgan argument, the bankers. no, it's now retailers. ling congressmen are going to be targeted. you can't get against social security. it's sacrosanct. >> and secretary lew said do you want to pay veterans or social security? you decide. this is expected