our next guest, he's david darth. with morgan stanley smith barney. and our friend, our good friend here on the "closing bell." good to see you, david. >> thanks for having me. >> let's talk a little about the investment strategy. after the runup that we've seen, does that dictate a change, a shift in terms of how you allocate money right now? >> you want to be on guard, maria. september, since 1900, has traditionally lost 1.1%. thus far, through today, it's up 4.4%. this is an anomaly. the market wants to run, don't fight that too hard, but be on your guard. we say it's shifting from this past spring, the recovery, it was psychology and it was stimulus. the next phase for us to go higher is consumer, corporate spending and hiring and corporate profits. you've got to have the consumer come back and you've got to have those profits start to come through. we do see people in the semi conductor business, personal computers, luck ri products, talking in a very constructive vein. the shipping companies this past week, the big package shippers, how they've