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Inflation. mark: we hear the phrase imbalance of trade, and i think people consider the national debt where there's a big balance sheet problem with income versus expendures and borrowing and look at your own home, best not to have great debt, keep things under control. imbalance of trade, i don't know why we would keep these numbers. give you an example, let's say the nation, the businesses in the country, buy a billion dollars worth of oil in saudi arabia and saudi arabia buys nothing, so we're in the hole quote, unquote a billion dollars with saudi arabia but need the oil to finance assembl...

Inflation. mark: we hear the phrase imbalance of trade, and i think people consider the national debt where there's a big balance sheet problem with income versus expendures and borrowing and look at your own home, best not to have great debt, keep things under control. imbalance of trade, i don't know why we would keep these numbers. give you an example, let's say the nation, the businesses in the country, buy a billion dollars worth of oil in saudi arabia and saudi arabia buys nothing, so we're in the hole quote, unquote a billion dollars with saudi arabia but need the oil to finance assembl...

Their name is, to lend. >> are we headed, do you think, if nothing is done right down the same path where we can see the mistakes repeated by these big banks? >> i think that people have memories, not very long memories. at least in the near term, that's not going to be happening. i think that the banks are scrutinizing and the problem isn't that they're turning down great deals because they don't want to lend. i don't know if that's a balance sheet problem or they're just hoarding cash for whatever reason, but the banks are looking at great deals, deals that absolutely work and they're not le...