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The A single best idea with a bonus today outside Boston. Green Timmer will join us on his

Babson. Let's get right to it. I think so much a single best idea as a fed parlor game.

I think it's very evident that I'm not a fan of the parlor game, the W I R. I.P.

function and you know the gaming and the betting of what the Fed will do.

I guess a lot of people care. I don't care. I'm sort of more interested in the real economy.

Andrew Hollenhorst of the team at Citigroup have been absolutely brilliant of focusing on the real economy.

Months ago, quarters ago, they said,

calm down, we're going to hire for longer.

They nailed that call.

Now they've turned around and they said,

not only are we going lower with the Fed, but because of the real economy,

we're going to persistently grind down interest rates.

...