>> david shannon knew, of course, that joan was seeing jeffrey wilson. he invited jeffrey to join them in the first place. but maybe he wasn't so happy about the cozy friendship joan seemed to be developing. that broke the rules. >> david told joan that she could no longer see jeffrey because he could see that joan and jeffrey had become romantically involved. and i believe it would have been sunday, she's actually having sex with jeffrey wilson, and actually david is killed in the early morning hours of tuesday. >> if you ask joan, and of course we did, wilson just didn't understand. didn't understand that the affair was actually winding down. why would he say you were in love with him then? >> he's a very self-centered and into himself and believes the whole world loves him. i didn't. we were actually pulling apart. it was coming to the end. >> really? detectives added it up and here's what they had. a story of some shadowy intruder that didn't seem to check out. the swinging, the affair. the story, true or not, that she wanted out of the marriage. and

wilson out with more commentary, remained defensively positioned he said he nailed the pull back, bear market remained defensive, overweights in utilities and staples. und somewhat reiterated by jeffrey gunned lock that said that wasn't reassuring, that move by the fed. so where are we? >> to jim's point, there was panic on friday. and i kind of went the other way. i love to agree with mike. what i would like to say we go through this every single year, called residual seasonality. you can google that term first quarter, there was always disappointment some years we have that because of major northeastern snowstorms, other years because of the falling price of oil, and it happens every year, and we forget that 12 months later it is ground hog day. so what happened this time, government shutdown 40 days or whatever it was, you will see a bounce back in data deep into q2 on schedule. that train is never late you'll see people that came out and said overweight utilities? they'll change their tune. you will also see growing recognition that a lot of what's going on with the yield curve, at the front end, is a technical issue. it has to do with excess savings in german banks. it is not th