he's eric ristuben, chief investment officer for client investment strategies at russell investments. he joins us from seattle. eric, welcome back to "nightly business report." nice to see you. >> i'm glad to be here. a git of a goldilocks moment-- not too hot, not too cold, not to optimistic, not too pessimistic. why not? >> we spent a lot of our time in 2010, helping our client be a little more optimistic than they want to be about the economy as they began to worry heavily in the summer about a double dip. now we're seeing the sentiment change pretty rapidly, and a lot of our peers are getting much more optimistic about the economy, and i think potentially actually getting people to think that a growth rate north of 4%, well north of 4% is possible and even likely in 2011. we just don't see that as likely. we still see a mediocre recovery kind of in the 3% range for g.d.p.. >> a mediocre economic recovery about average. what about an expected market return for 2011? >> our forecast for the s&p 500 is at about 1370. so you're looking for some reasonable growth from the equity market