it's ken mahoney, david sieberg from keown and company, brian evans from bond street wealth management, and andrew wilkinson, from miller tabak. good to see you all. thanks for joining us today. so ken mahoney, we didn't get sell in may and go away, but could we get a june swoon if this picks up here? >> i think the path of least resistance is that stocks go higher. at the end of the day, you have a lot of must be managers are experiencing performance anxiety. and i'm not referring to what you see on the tv commercials, but you have averages up 13, 14%. many of those money managers are still behind that. and to keep up with the joneses, they have to buy stocks. i think performance anxiety will help out stocks in the long run, because these money managers have to add to their stock portfolios. >> david sieberg, you agree with that? what's your take with regard to this market and what we've been seeing over the last two weeks, nervousness. does anything change? >> i think we'll continue to move higher. that's been my thesis all lang, still very bullish in the market. i think we know what

. >>> stocks the danger of the first two-day losing streak in more than a month, but david sieberg fromvestors should be buying on the dip still, right? >> absolutely. i think you should be buying on the dips. we walked in this morning, s&p futures were down 15 when i walked in. everybody i talked to said, you've got to wait a couple hours and then get back involved. because the market is going to rebound. and that's what we're seeing here. that's exactly what we saw. >> yeah, but, i mean, what about the worry that the federal reserve is going to start pulling it in? is this a warning sign for us that, in fact, this could happen in the next couple of months and create an even bigger sell-off? >> look, i'll tell you what. absolutely, i think that's a concern. and that's the biggest concern right now in the market. and that's what people are talking about. but i'll give you an example. if you look at a chart of the s&ps and the economic surprises over the -- you could back date it seven years ago and you could look at, just from the beginning of this year, from the beginning of this year,