we have david steinberg, d almost s managing partner with key investment themes for the second half of the year. you have to start planning that. jamie cox, harris financial management. he will tell us one thing that could derail the markets momentum. talk about todd horowitz, he has been talking about derailing market momentum. todd, is wednesday. there was one exception to your record. every wednesday you come on we have a rally. what surprises me everything is up. you have stocks, you have bond. you have gold. you have oil. why are we seeing an increase in everything? >> welcome to the good ship lollipop. here i am. we're going up. there is sill fear. you have to look at bond market. usually the bond market is right more than anything else. bond guys are showing some fear. rates going down. a lot of money pouring into treasurys. gold is caught in between the range of 1280 and 1340. not a big deal. look at bond market. we keep climbing higher and higher. yields are coming lower and lower. at some point something has to give. nobody cares we make retail sales. the average american is

we have david steinberg, d almost s managing partner with key investment themes for the second half ofave to st