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and let me refer to my good friend barry riddles who runs the big picture blog who quotes ned davis's book "being right versus making money." when i meet with clients, i can't emphasize this enough. we can fight all day about whether or not the fed could or should impact the unemployment rate or could or should affect the federal debt. this is all a fun academic debate, and my meetings go hours on those things because at the end of the day, you're judged on performance. and if you believe as i do that easing central bank policy can drive up asset prices, artificial or warranted or not, then you have to stick with that theme. >> all right. let's talk about apple. in the spotlight today. 700 could be in the cards in today's session. in fact, the tech giant announcing preorders for its new iphone have topped $2 million in just 24 hours, more than double the previous record of 1 million held by the iphone 4s. apple says demand for the iphone 5 exceeds initial supply and that while the majority of preorders will be delivered to customers friday, many are scheduled to be delivered in octobe

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