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The single best idea, of course it would be after the fact but tune into the Fed decides this afternoon,

which is a show we invented to just say let's have good conversation around a Fed meeting.

I remember when you know the first time we put it together ages ago I think

Scarlet Foo was with me at the time and the basic idea was there's a lot of different opinions. I can't remember

a time where there's more people swinging one way and more people swinging the other way that we see right now and I would

codify it in economics with Tom Purcelli who was on today with P. Jim who said look

they're going to cut rates they have to cut rates and he gave four reasons and

Lindsay Piegsa at Stiefel who says they're wrong they need to get up front

raise rates clamped this thing down

stop this inflation trend, and then bring them down.

And that's what we're trying to do at surveillance.

We'll see if we can effort them for conversation next week or even the week on.

Single Best Idea Today. Two really different views here.

The first one is Stuart Kaiser. Stuart Kaiser's with Citigroup. He has been not a rabbit bull,

but he's been someone that said,

here's a framework for American exceptionalism,

American GDP, and it's going to lead into higher stock prices.

He looks at the broadening of the market and he says in earnings season it's tough to get the data right.

The problem with the broadening theme for us has been it doesn't work in two conditions.

One, when you have risk rising,

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