i think the market has to rest for a while. >> ken langone and neil hennessey. coming up, the cash for clunkers debate that captured the public's imagination, less ken langone, he doesn't like it. please stay right here, we are "the kudlow report," get paid for performance, 100 million bucks, if you earn it, i don't care who you are, you earned it. welcome to the now network. right now five co-workers are working from the road using a mifi, a mobile hotspot that provides up to five shared wifi connections. two are downloading the final final revised final presentation. - one just got an e-mail. - what?! - huh? - it's being revised again. the co-pilot is on mapquest. - ( rock music playing ) - and tom is streaming meeting psych-up music from meltedmetal.com. that's happening now with the new mifi from sprint, the mobile hotspot that fits in your pocket. sprint. the now network. deaf, hard of hearing and people with speech disabilities access www.sprintrelay.com. every head. every bite. every gallon. every shoe. every book. every cereal. well, maybe not every cere

neil hennessey, who has never been seen in the same place as dr. phil. -- they've never been seen together -- and paul larson, equity strategist and editor of morning star's stock investor's monthly news letter. paul, what do you think, is cramer right, it's all the big boys? >> i think he's partly right. when you look at the day-to-day volume of trading, i think the institution -- the institutions are clearly driving the bus right now. but the retail investor is getting on the bus and is contributing new capital to the market. when you look at mutual fund flows to equity mutual funds, they've actually been positive the last couple months, every month since april. also when you look at popular retail brokages like e-trade and ameritrade, they are gathering assets and seeing 20%, 30% in their trading. so the investor is definitely coming back into the market. >> what do you think? >> i think paul is to a certain extent right. what's happening there have been net flows in the equity funds. but 80% of the money that's going into mutual funds today approxima