plus, ceo bill hawkins is going to join us with his take and concerns about the nation's health carend we're going to talk about the weak dollar and how it could impact stocks in the fourth quarter. we've got a jacm-packed hour. but first, "squawk on the street" is back right after this break. >>> okay. we're up 125 for the dow right now. just off the high of the session. oil and gold, though, are -- well, they are the stuff of a lot of fights. both up since the march bottom. many will say the benefits to investing in oil and gold are very similar. but if you had $1 million to play with and you had to put it all in either one or the other, which would you choose? joining us now, president and cio. global commodities strategist with bmo capitals market. jerry, make the case for why oil really is black gold. >> sure. oil has two distinct advantages over gold. principally the supply argument. in the case of oil supply, we're seeing pretty rapid deterioration now around the world in oil production. it's being masked, obviously, by recession. and you won't really appreciate the effect of