mr. cooperman here, lee. real quickly, i'm curious, though, when we look at the portfolio of stocks that you've got right now, the one missing thing that -- the one piece that seems to be missing versus what we've been hearing at least yesterday and through a lot of the seminar has been about the housing market. you don't have a whole lot of exposure in housing itself or even some of the derivatives. >> we've missed the area to be perfectly blunt. and we have it through derivati derivatives. we own solutions that helps the banks in foreclosing real estate. we own jpmorgan. we own citicorp. we have derivatives. we missed the lenars of the world and that was a miss. >> if i recall, it was a pick from brad berning on our show yesterday and i also heard that it was a pick out at -- >> i don't thing -- i don't know if it's a love stock -- >> well, three smart guys talking about it in the last 24 hours. >> we've owned it since the teens. it's i think 35, 36. i've been traveling the last few days. it's okay. i'm not

mr. cooperman or mr. ravini. >> i have to believe right now that the equity markets are somewhat fully invested. but if you're looking for bubbles you want to look for the u.s. treasury market. we have gone that is not a healthy market. >> it's not a traditional rally. it's not really being fuelled by a multiple expansion. it's not even being dramatic by an earnings expansion. apparently good enough for the market. this is liquidity driven for the rally. everybody hates it. and the stock market is where the get it. that makes sense for me. >> it's not exclusive to the big board stocks, either. >> absolutely. again it's that rotation of capital. into cyclical stocks. just to add on to what bob was saying it's not a full risk on rally. offer consistent sustainable growth. those are the stocks that are getting a bit. >> the ten-year note is up. rick is tracking the demand. >> where do these 24 billionth in price? 1.481. so the minimum, the basis points probably more like a quarter extra given the middle of t

mr. cooperman felt much better, given the stocks he was buying. gdx falling faster and harder than gold itself. a rebound now, heading back to the lows and i think we'll get there in a hurry. >> may, a huge move in gold down. >> only reason you pile into the stocks, a mean reversion guy and say it can't get worse, but that's not my style. >> let's get a check on other after hours moves. shares of dillard's reporting 2.40 a share, beating estimates of 2.11. tesla motors on a tear after announcing 2.7 shares and a 450 million convertible note offering. the ceo contends to buy shares for a total purchase of $100 million. another look at cisco. up right now. 8.8%, after reporting better than expected earnings, and guidance looked good. analyst and instant reaction later on in the show. coming up, top player coming to jamie dimon's defense. too great to fail? and sun power delivers a forecast topping estimates. up next, how the clnch eo, thomas werner, positioning sun power for the future. much more "fast" straight ahead. it's as simple as this. at bny