i want to know how mortgage activiti activities is holding up len n lennar says business is going to get better may also help us settle the puzzling state of the consumer we know consumer sentiment is at its highest levels in decades. what is it we also get a look at defaults which of the big banks do i like the most going into earning season my top picks are bank of america, citigroup bank of america, has a gigantic deposit base in the country. and fantastic job in cutting cost and advancing their technology platform. citigroup, an under appreciated investment banking business. citi do not get anywhere near the credit they deserve. jpmorgan, come on, classic blue chip bank. may be the best position globally if you are a multinational company, we got to go to jpmorgan it is the most expensive stock in the group even as it has come down nine from its highs when you look at it as a price to earnings basis, the darn thing settle for just 12 times that is a steal versus the rest of the stock market which sells meyer. how about goldman sachs? an extremely well-run company. based on the re