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Parts of the economy are too good. We no longer need to be frightened that strong earnings mean look out. The Federal Reserve will make that earnings number the last good quarter. What a welcome relief. [ applause ] as march goes out not like a lion or a bear but a bull, the dow gaining 84 points, North Carolina up. 47 . How did this happen given how bad january was . I think we need to listen to the cautious janet yellen, the fed chief with the common touch who doesnt want to bring down the economy or bring down the world. Which is what january did, didnt it . Until she spoke yesterday we had to presume the economy was like a child. When you have too much fun, somebodys going to get hurt. Yellen changed the narrative. She said things are more fragile than they seem. She may feel there is too much fun on main street but there is no party. There is just a lot of people who ar ....