. >> ask the data marketing norm. they buy cellular data from phone companies? >> it's a massive amount of signals. it's not about an individual person but clusters. they are more valuable to marketers than individuals. >> to get an idea of what is posishly, we ask him to isolate a single phone as it moved through its day from the phone's home to the grocery store down to the starbucks and finally, to arena. >> triangulation allows you to put two or three reference points together that allow you to get as close as you can to where that person might be. that's why we have designed our business based upon the generalizations and not the specific? dwhu buy that. >> usc raw prefacers aren't buying the promise of an am i am on thety. >> there are other peoples, other people have information about who is going to which doctor or who goes to which neighborhood or who patronizes which store and they can cross-reference that . >> people didn't know their phone was leaving bread crumbsa that people were storing and sell to go everyone else. you could call it innovative or

the dollar, look what's happened to oil. anything they say that's going to be out of norm will move markets up or down. i think you're going to get the word patient probably out but say, dataas been a little soft or they might say we still need to see march, april data, because january and february, retail, a few other indications, home building were not good. that's where i think we'll be. >> josh brown, yesterday's rally long forgotten. that's been the theme of late. you get one dead cap bounce whatever you want to call it and the market starts to go down again. the dow in negative territory for the year. >> there's much more dispersal between different sectors, more moving around. i will give you one example, material stocks were up 7.5% at one point this year. they're now barely clinging to a 1% gain. the story, though, if you were to look for one common factor in the first three months of the year is small caps holding up much better than large caps. you see, even today the russell is down like 17 or 18 basis points versus the dow down $100. that's really what i think a lot of people have focused on is this idea that growth is acting better than value, small is acting