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I hope the Fed is watching the right companies here.

If they're not so hot day, where the Dow lost 116 points, the SB declined.65%.

And then as that said, 0.46%.

Stop, stop, stop!

We need Fed Chief J-Pow to listen to last night's big, bad conference call from CSX.

That's you, Israel.

Or this morning's suboptor report from aerospace conglomerate,

an extra one that showed weakness in almost always robust aerospace sector.

Or tonight surprisingly not so hot guidance from United Rentals, the equipment rental company.

At the same time, we need to ignore the bank conference calls.

Wow, like the excellent one we got today from Bank of America!

And that was on the heels of the major bank stocks that have all been good.

And we certainly have to, we got to hope he stays away from any conference call in the red hot airline sector.

Why? Because we've got two economies in this country people right now that are out of sync.

There's the consumer economy, the one you enter with every day, and it's in fantastic shape.

If you believe Bank of America, J-P, Morgan, City Group, and why not.

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