let's ask dan greenhaus, chief strategist for solis you see the barons over the weekend? "dow, 40,000, so close you can feel it. why you should fear it." and make a direct line to the cpi because that's coming up on wednesday. ppi is tomorrow. they say recent history points to reasons for pessimism at this rate, investors could be betting on rate hikes instead of cuts before the fall what do you think of that? >> first of all, until this moment, i had no idea where the dow is thank you to barons. i see it's on the wall now >> got to be paying attention. >> but listen, i think there's a lot to worry about in the short-term here. the market -- the s&p 500 is basically at a high and call it only a third of the index is within a couple percent of its 52-week high, so it's a little bit of a narrow breadth here obviously, the russell hasn't rallied. there's some things that you would like to see happening that aren't happening, but on balance, i think you have to be pleased with how the market's holding up here, especially with yields coming back in. >> the markets rallied back