you talked about saa about a year and a half ago.the impact that's having overall. a lot of people have taken that piece and run with it since then. do you still believe it? >> absolutely. thank you for having me on. absolutely. i mean, it's just blaing out the way we spoke about it a year and a half ago. especially with amazon, amazon's growth is much higher than people think it is. when you gross out the numbers you get the fee income. it's much higher than the 20% top line that they've been showing. >> right. i do want to get your take on these numbers this weekend. you're in the malls typically trying to look at traffic. how much should we draw into this number we got from the national retail federation in terms of what the season's going to be like? >> well, i think in some sense it's somewhat of a reality check just in the sense that things were going so well. the stocks went through the roof. 75% of retailers have been reporting earnings. some sales are 5, 10% when before they were flattish. that was kind of a bit strange. par

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saaings expects 99 million americans to hilt the road, making this the busiest travel season since theytarted keeping track. analysts say low gas prices and the improving economy have helped the trend. there's been a slight uptick in air travel, up 1% from last year. >> a large number of travelers may face problems thanks to a major storm system getting underway. >> 99 million travelers, how many of them are going to run into weather? >> if it's rain, it's going to slow you down, but you'll still get there. i'm more worried about the air travels, because they have to space out the flights more. the flights are packed, so it's a widespread system. look at how much territory this covers, snow on the backside, a marinaro corridor, most of this, temperatures running above average, so the majority of this is a rainstorm versus a snowstorm, but you can see storms in the south. between new york and philadelphia, starting to see delays. we can see storms firing up in the southern tear. as the front comes in, that's a triggering point, plenty of gulf moisture helping to feed into this and this a