see a lot of these numbers, i mean, how about those outliers you every once in a while hear about polaris. we went through the ag names, heard from mosaic. nat gas gives guys an opportunity to make money. you have to be selective. i think there are great opportunities on stocks that remain very cheap, their input costs remain cheap especially when you're talking about some of the chemical names >> grasso, go ahead, you have the last word. >> two-thirds of the stocks trade with the overall market so to steve's point macro does lead the fundamental analysis here but you've had philly fed, the new york fed and now you have the richmond fed, all huge negatives, you have new orders down dramatically. this is something that's guiding us lower. u.p. is the canary in the coal mine. >> if you get the economic numbers that are worrisome you'll get likely weak gdp number at the end of the week, the jobs data is likely to be a disappointment on a continuing basis at least in the near term you're going to force the fed's hand at some point and i just wonder once that becomes more telegraphed what it m