lilly, bristol meyers and merk all at new highs remember, we have a rebalancing at the end of thursday, the end of the quarter we'll see pension funds rebalancing. we may see moves here. because the s&p is down 13%. these are prices that are down here so, there is hope here that. >> big institutions may have some stocks to buy on thursday on the last day of the quarter >> coming up so quickly. bob, thank i couldn't tell very much if you are starting to feel more bullish, how should you set yourself up for the next half of the year joining me is president and portfolio manager. are you feeling a little more bullish these days talk to me about your general off the cuff feelings on this market s >> thank you for the plug for the artwork. no, i'm not really feeling bullish or bearish i think we're in a period of volatility, a sea change interest rets, i thuj, are not done going up. we've got a lot of unrezauvlted issue geo politically. heading towards the recession quickly, gradually, or at all. i thing the way to play this is be diversified among a bunch of different asset classes. you me