how does this bode as we launch into the historical holiday spending period? >> already we're talking about the holidays, right? people were out in september and buying the big ticket items, cars, appliances, furniture. great. the stock market was that people had money, they went out and spent it. that's all fine and good. but the overall outlook for holiday sales is very soft with sales coming in flat to growth of 2.3%, which is a bullish estimate from the national retail federation which would be about $450 billion in sales. the bottom line is that the consumer is not in the game about 100%. overall expectations, as i say, pretty soft with a primary influence. 60% of consumers survey say the primary influence of where they shop is going to be still very price conscious. >> and psychologically, for this week alone, the market being up over 11,000. normally 10,000 we all get excited. >> whether or not that's sustainable is questionable. i think the market got ahead of itself.