joining us is doug cliggott. great to have you on the program. so the best september for the stock market since 1939. really surprised everybody. >> it's stunning. >> do you think the momentum continues into october? >> i think it will be tough to keep it going. we like to look at quarterly data, and often what you see is when in any particular quarter, if one asset class does a lot better than another, stocks did much, much better than bonds in the third quarter, you tend to see a reversal at the beginning of the next quarter. if we look backward, if you can remember the second quarter was pretty tough. stocks went down a lot, bonds did well. so you got a reversal of that in july. we're looking for the same thing in october, where essentially people will take gains, we think. >> and of course we are going to start hearing earnings. we've got the earnings for the third quarter coming out in the next couple of weeks. do you think the earnings will be strong? is that priced into the market? what are you expecting? >> we're expecting a pretty signif