scott minerd. good to see you. welcome to post nine. >> thank you. appreciate you having me. >> there's the u.s. economy, the world economy. let's start with the u.s. economy and how the markets are reflecting that right now. it seems like we are starting to pick up pace here. >> i think so we had the cold winter weather slump in the first quarter. the rebound has come just like we expect. we saw consumer spending numbers this morning. i think the economy is doing just fine. motoring along. >> you seem to agree with carl icahn that the markets are overheated here? >> i'm starting to see signs of disturbing behavior in some of the underlying things i watch in the equity markets. divergence of transports against the dow. that's been going on for months. i usually don't hang my hat just on that but then now we are starting to see the breadth of the new york stock exchange advance/decline line rolling over. those are good signals that the market needs to stop and pause to digest some of the supply we've gotten. and bob pisani's comments about the two suc