the groth is slowing on the employment side and gdp has been palatable.u see that reverse, is there any kind of thesis that you have that incorporates a strong dollar and down oil that gets you much more constructive on not the boring stuff, the exciting consumer stuff? >> we're at this really funky place right now so we're coming out of earnings season and now we're going into headline season and the headlines will be pretty awful for a while so you'll have to come back to really dig into what's going on deeper into the economy rather than sort of the headline flow, and the news out of europe for the foreseeable future is going to be absolutely awful, so, you know, we're going to get buffeted by that. the way that we're seeing this is that, you know, we're probably going to grow 2.5%, 2% gdp coming back to the big-cap name, the dividend payers, that's the first right place to start. >> you know, we haven't seen money come into the markets. >> right. >> just as you said, the only money you see is going to dividends since the flash crash. the average retai