riley wealth portfolio advisors chief investment strategist paul dietrich sees, you say the data havehe dot com bubble right before it burst. what do you see? >> i manage money during that whole period and also, in 2008, 2009 and again, i was kind of early on because i was looking at the underlying data and the leading economic indicators, and i started going defensive and we made money. liz: well what did you see? >> basically, all the cracks. when you look at a bubble, and we saw that with the dot com bubble, it was just craziness, and we saw it even with the mortgage backed securities bubble right before the 2008-2009. people were just -- the market was disconnected from any fundamentals of the underlying stock, or the underlying economy, and we're seeing that exact thing right now with the stock market. liz: well, okay dig into the most recent jobs report last friday. 272000 jobs created. that was the headline number, so what did you see when you dug deeper? >> when you dig deeper, about 48%, almost half of the jobs created, were government or government-related, you know, because