There seems to be no plan or inclination to stop the hikes.

But, ... he shows no inclination of doing anything like that.

In the short run, it's a no-win situation for the administration. But longer term, it's a win-win situation because you keep financial flows going, and economic growth will become a lot firmer.

The orders component should jump out and catch your eye, ... We're still in expansion mode, and recovery is in no jeopardy of derailing, but it's not racing away from us.

It's the 800-pound gorilla. No one seems able to stop them.

You can't sit here and blame field position, because that's what we get paid to do, stop them. No matter what the field position is, we just have to show up and play anyway.