could be bad news for sumer spe 2/3 of u.s. economy. was it janet yellin who calmed the markets? or something else?. how shou you invest if you need income? join u joining, dan greenhouse, and rick reiter. guys, thank you for coming out today. >> thank you for having us. >> let's talk about what happened this week. it sure seemed to me when yellin spoke the markets relaxed a bit. you think she is responsible for what happened with the turnaround. >> i'm in the minority. i think yellin didn't hurt things for sure. our view is that what happened this week was an extension of the previous week. concerns over emerging markets. seem overblown, seemed to subside further. if you look at action thursday, friday, quite robust to the upside. this week, again, action to the upside. we think again, contin yags uat the previous week. >> let's be clear. she reiterated tapering is to oversimplify on preset course. didn't deviate from what we know. if you really wanted to get argue men are argumeative, that was hawkish, not dovish as prepared text. >> give you that. that may be fair. >> do you t