stacy rascon and what he's watching ahead of amd earnings out in o.t.pectation for caesar's when it reports mike, i begin with you so as conversation at the top of the show with two bears. you know, who make a credible case and it's hard to push back against that and then i see these reports that stanley drunkenmiller, the famed money manager has bought, quote, massive bullish positions in two-year notes because he's worried about the economy. i started to get really nervous. he said that at a conference in the last handful of days and he'll be on squawk box at 7:00 a.m. please don't miss that interview. what do you make of that >> first of all, it reflects the saturated psychology that we've been in which means the cycle is in peril and it's doubly confusing because we've been watching what has been a relentless surge in long-term yields in part because the current economic numbers have been so good and the massively bullish two-year notes and the treasuries and that's because he thinks that we're going to go from a bear steepener because long yields a