the bulls and bears this week, terry b smith, tobin smith. and jonas max ferris, and who is right about it, the markets or big businesses? >> well, big business is right about the economy. you can believe them or not. they have no incentive to tell you things are bad. doesn't help the stock prices, what's really happening if you look at data points, the economy is loge down. new orders going down. trading partners going down. manufacturing going down and employment-- here is the rub, the change, bad economic news means good things for the the stock market. the stock market is not saying that the economy is recovering. the stock market is saying we're going to get more stimulus from gentle ben, more stimulus from mario draghi. not an expectation of recovery. >> those are the central bankers printing money and putting it into the economy in the hope of making the recovery pick up. but, toby, i worry about looking at individual businesses, because, individual things drive them and it may not be a good read on the entire economy. >> if you worry