ryan dietrich. the tart of this week jim lacamp of morgan annually warned too many hedge -- morgan stanley warned tooqueeze. what do you portend for the rest are of this week and month? >> liz, thanks for having me back and glad to be here, the best week of the year. what a good time to talk about it. what jim said is right. everybody was bear bearish this time a week ago. you see a correction on average about once a year. after the best start to the s&p for seven months since 1997, yeah, you know, it made sense to have a pullback. and with all the scary headlines, liz, it just took something to get it going. we've been in the camp the fed's likely done, they came out and pretty much said that. look at small caps the last two days, just an incredible explosion, up 5% in two days. the economy's still humming along and, you know what? seasonals are strong. november's historically strong, december's good. fourth quarter of a pre-election year is normally strong. so i can get into all this stuff, but we still think we're going higher here. liz: bullish on what? vf corp. earlier this week struggled when i