Zeev's Turnips Patch-No Politics (ZEEV)

[Rick Storm]

Zeev, when do you think the lagging indicators of employment claims and and the unemployment rate will become important to the market? It seems like if growth is only 2.5 % in the second half of the year with the rates so low and the tax stimulus at a political limit, that there will be a great deal of market disappointment. What do you think? thanks , Rick