no, steve reshuto is joining me on the set, senior economist at mizuho security. and my pal cnbc senior economic reporter steve liesman right here on the set. what say you to my theory there's no tapering coming? >> i believe it partway, larry. if the economy remains this week i don't believe they're going to taper. i just don't think the economy is this weak. and i'm moved by what's on your board there. there's a dissonance there, an important dissonance between job growth and gdp growth. and the investors out there have to make a choice. is the green stuff right or is the red stuff right? and i tend to think the green stuff is right, in part because i like the data a little more. gdp is far more sunt subject to revisions, and thanks to mike darda, our friend here who writes a very good commentator, he said when income and production are at odds income wins. and i think this may be a 5% nominal, 3% real economy. if that's right i think -- >> if it were 5% nominal and 3% real, then i would have a completely different point of view. >> i think that maybe the economy