our guest host this morning is scott sperling, co-president at thl partners. minute. first, andrew has your morning headlines. we had a couple headlines. we're announcing a new larger version of its 787 dreamliner known as the 787-106789 they have orders for 102 jets from five different customers including you noticed airlines him lit seat up to 330 passengers. >>> also this morning, hedge fund low point raiset its stake from sony to 7% from 6.3%. i are calling for sony to create an independent board. they sent another letter to sony ceo today ap also in that letter suggesting that they would be opened, welcome even to getting a seat on that board. it was sort of a very passive-aggressive way of saying they would like to -- >> i wouldn't mind fit you offered it. >> i wouldn't mind it. >> i'd be okay about it. >>> let's take a look at the markets this morning. we do have some green arrow, even though the markets were up sharply yesterday. at this point dow futures are up about 3 points. that's off the highs of the morning. still advancing after gains yesterday.

scott sperling from thl was with us about a week or two ago.ts head from here. do you have those same fears? >> i this i the markets are looking for the first time in a while look at really solid public offerings. they are thinking in my world, smaller companies, markets are fairly good in their acceptance of good growth stories. that's how we build the next generation of companies the next google, hp, entell get on the map when they get that public access to capital. they have been very eseptemberive over the last few months. >> rec, i know are you of the same believes it is time for the markets to stands on their own two feet. do you feel good about where we're headed in that direction at this point? >> well, actually up to the last 36 hours ago, i felt real good about it all. i really think it's a mistake, a huge mistake for the fed boys to circle the wagons, so to speak and basically show us what most of us have thought all along, they just can't pull back. it's going to be very difficult for them to pull back. so we have ideal conditions.