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A single best idea on a really inventful day.

The president was active early on in the morning.

I think we had three, if not four substantial tweets from the president.

Some we covered.

Some we didn't.

Maybe not germane to what we're doing.

But it was just a really, really eventful morning and it wrapped around the economic data.

And the banks as well, after the debris fell from the major banks, including the huge success of Citigroup.

We talked to Gerard Cassidy, iconic at

RBC Capital Markets. We talked about his success with Citigroup, the path forward for Jane

Frazier, here with Gerard Cassidy on the old days of 18,000 banks. Back then, we had 18,000 banks and thrifts when you and I were young men, and today we're

down to about 4,300. So the consolidation that was brought on by national interstate banking

under the Clinton administration when they signed that law has really led to the consolidation.

As a result, what has happened is that the banks have become more efficient,

...