It's Thursday August 5th, welcome to Marketfoolery, I'm Chris Hill with me today.

First time in a while, Mr. Ron Gross.

Thanks for being here.

Always a pleasure, Chris, I'm sorry it's been a while, things get busy here and there,

but I'm always happy to be here.

You're busy, unlike me, you actually have people you manage, you have a team you manage,

so, and it is my pleasure to do so.

That is the right thing to say out loud into a microphone.

Earning season rolls on, we've got stocks for your home, for travel, we're going to start

with retail.

Etsy's second quarter profits in revenue came in higher than expected.

Revenue growth year over year was 23%, which seems pretty good, and yet it really wasn't

good enough for Wall Street shares of Etsy or down 6%.

Is anything really ever good enough for Wall Street?

Sometimes, I guess.

Every now and then it is, this is one where I think, before I even let you weigh in on

what you thought of the hoarder, I mean, I think it's important to get a grip on the

guidance that they gave, because I haven't looked closely enough to wonder whether or

not the guidance they gave for the rest of the year merits this type of drop today.

Okay, we can skip to the end.

I like to save guidance for last, but I'm going to help you out here and talk guidance.

One sentence from the transcript that management noted was that comps get tougher as they

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