nathan joins me. bill snead, stephanie ling, scott cohen and also joining sus"fast money" trader john najarian and steve. welcome, everybody. steve, it's been two hours since those minutes hit. do you think they were the main reason why stocks pushed a little bit higher later in the session? >> you definitely saw a reaction to the minutes following the 2:00 release, kelly. and i think the reason is that everything in the minutes is gradual. the fed gave some certainty around the end of qe happening in october. pretty much along the line of market expectations. and then gave us detail around when it will begin to normalize policy, how it will do so. you didn't get the sense of a fed in a hurry. if the market liked anything about these minutes it was the sense that even after the 288,000 jobs on thursday, the decline in the unemployment rate, 6.1%, the fed is in no hurry to withdraw system us about but on track deliberating right now on how to do so next year. >> maybe markets are overextended. maybe we'll not do anything. stephanie, do we have any confidence the fed or anybody can identify when we're in