reports. we might not be getting those economic reports because the president has shut down the government and we're not getting -- we already today didn't get some reports we usually get. the president's really following the narrative he himself has set out and he's not going to -- >> except he's got two narrat e narratives. which matters more to him right? the president as the market man? he loves the winning stock market. he loves when he walks into mar-a-lago saying look at your 401ks. or does he prefer to be the tariff man? because the tariff man is the one who tim cook is saying yes, that's how i got tough head winds in china. we're hearing the same out of fedex. which matters more to the president, tariffs or the market? >> he thinks it can be both. he's speaking to his base. the tariff man is the same as the border man or the wall man or whatever, the concrete wall. as we think about what's going on with the stock market, the bottom fell out in mid-december. if fell out because trade tensions were ratcheted up with