What's the Top Name You're Watching For?

The big banks kick things off when they start reporting a week from today. How is the consumer holding up? Are they seeing any loan losses? Any tick of that? Anything? That'll be interesting. Auto loans as well. I still think it's early to see problems there. And then what's always going to hear Jamie's view on the economy? What is he seeing? The stocks, obviously, down a lot, hasn't been at this level in terms of PE, in a real long time with the yield. It's cheap.