ambassador kristen silverberg, thank you very, very much. we appreciate t.jed babin, appreciate. coming up on "cud low," money managers mulling whether or not to take a time-out as stocks close in on record highs. but wait for my next guest to say the market is ready to rally even more. >>> later on, the battle for the middle class. romney finally figures it out. tax cuts, more take-home pay, more jobs. who could ask for anything else, and don't forget, as always, free market capitalism is the best path to prosperity. that includes tax cuts and more take-home pay. i'm larry kudlow. we'll be right back. >>> stocks were on a tear, at least for a while. the s&p 500 has gained almost 30% from where it stood a year ago. apparently some money managers who caught this rally are actually mulling whether whether to sit out the rest of the year. my next guest believes stocks could keep rising. here now is "fast money" contributor brian kelly, co-founder of shelter harbor capital. you know, brian, there's so much event risk around nowadays. you can't tell what's going to happen in the middl