it does have stallworths that can't be chucked out. broadly speak the down side is there. if one plays for down side in the equity market you do it through a high beta area like this. >> consumers were benefiting from that. there are tax refunds which a lot of consumers say they will spend and not pay down debt. and then the consumer has been okay so far. >> consumer has been okay. there might be some ticks of hope on wage growth which will be obviously very important. the other big factor has been where oil prices are. i don't think oil has a lot of legs. i'm not expecting it to rally back above 75 bucks or something. that's what it would take to start hitting consumers pockets. so from that perspective, actually, i can see spending on a total level, actually going up. so i don't think that's going hurt them. what concerns me are valuations. that's what i'm worried about. >> what's your trade. >> the biggest holdings are disney, comcast. almost teflon names. we haven't seen real draw downs in these stocks in a long time. they are a lot higher than they were in october, th

we remained stallworth friends throughout.obody listening, so it was pretty easy to talk about the situation. >> from what everyone says, it's really easy to escape from. >> patrick would be on the outside with passports, papers, and a car. i would escape out of bakirkoy, he'd drive me over the border and escape. all i have to do to get in is just convince them i'm crazy. how hard could that be? none of my friends even had a doubt that i could convince them i was crazy. >> why should i talk to you? >> because i'm here to talk to you. >> no, you're not. you're not here to help me. you are trying to get inside my head, but i'm not going to let you. i put on a show. i didn't hold back. just tell me what you are writing. what you writing? what you scribbling down? i want to talk to him. he's the one without a pen. whatever came out. no, i won't sit down just because you want me to. i'm not going to sit down. i got to go to bakirkoy for a period of observation. if prison was bad, bakirkoy was the bottom of the bird cage. i had neve