And welcome to overtime. I'm Carl Kingtonia in for Scott Wopner.

You just heard the bells, but we're just getting started.

Shares of Goldman taking a hit today after this new report says the Fed is investigating

the bank's consumer business.

We'll have top analyst Mike Mayo join us in just a few minutes

with his take.

But we'll begin with our talk of the tape.

Pretty nice finish here to a bad week.

Best day in a couple of weeks stocks rallying today but the

S&P posting its first weekly loss of the year who is winning here the Bulls or

the Bears let's bring in Greg Branch with Veritas Financial Group.

Greg of course a C and B.C contributor, it's great to have you kick off the hour, Greg.

Thanks for being with this.

You've been net cautious, right?

Your basic belief has been that the market is not accepting what the Fed is trying to

convince them in terms of rates. I think that's right and I think Waller

underscored that today although you and I discussed he came in a little bit

lighter than I thought they would.

As we see it, the unemployment scenario hasn't moved in the direction that 425 basis points

of raising might think.

So we're at 3.5% unemployment. Their target is 4.5%. So I was of the

opinion that there'd be another 200 basis points and they probably do 50.

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