here to weigh in, david darst at morgan stanley smith barney, along with david pearl, epic investmentavid, i've been saying all week, which side of the growth equation are you on, china above 2% or below it? where are you? >> we're in a worldwide slow growth economy. europe's tipped into recession. china is going below 8%, although that's why they're stimulating to get back out. u.s. looks better than all of that. but we're still, i think, really around 2%, not much better this year, because indicators are if things are beginning to slow yet again, consumer confidence isn't high with gasoline prices up and wage growth just hasn't been there. we're in a very moderate growth environment in the u.s. valuations are now higher, because we've just had a big rally. same thing happened last year. the market was up double digits in the first two, three months. we had three corrections last year and ended the year flat. maybe a little better we'll be up for the year, but i don't think it will be a high double-digit year. >> fixed income versus stocks, we're noticing yields are moving up, money