lee. jim seymour, joe taranova, steve grasso, patty edwards. rejoice, my friends. capitalism in america is alive and well. you opened your wallet, you spent money buying clothes, you gambled, you speculated on stocks. now our mission is to make money from those great single-stock stories in america. >> that is some energy you have there. smack me on the head and tale me i'm healed. smack me on the head right now. >> give me a single stock story. >> jpmorgan, morgan stanley and goldman sachs. they trailed the rest of the group. they've caught up lately. this is where you're going to make the money. buy the financials, buy the laggards. that's where you want to be right now. >> i'm glad you're so happy because i'm not after today. >> you lost money today? >>'m representative of the hedge fund community out there looking at the market and continuing after yesterday's market saying sold. consumer discretionary, oil against it. that didn't work out too well. do i trust the rally? no, absolutely not. but he who fights and runs away lives to fight another day. consumer cr