This really is an impressively durable market, but there's so much more to come later in the week. Ask me later in the week, and we'll see where we stand then.

He's been real durable, ... I think he's gotten better ever week.

We are starting to see the bite from some of the risks that have been lurking in the background, like oil. I think it's going to continue to be tougher for this market to do anything positive.

If the number is 50,000 above or below, that's a variation where you'll see a reaction. If it's below, then people will right away start talking about what the revision will be next month.

The big guys, they won't touch that with somebody's else 10-foot pole, let alone their own.

What's going to drive things over the next several weeks is how third-quarter earnings come out,