let's go with j.j. burns and lincoln who's manager of the lind group in chicago. let me start with you. i have to say, mine you've been skeptical of this stock market but you've missed a few points on the dow. we're above 10,000, j.j. >> you haven't missed much of anything yochl you see continued spreads. your average high yield bond is a better than the stock market at this point. >> so you feel you've taken less risks. >> absolutely. furthermore we're not out of stocks. we're in stocks selectively. those are telecommunications specifically, companies like apple, companies that are in the broad electronics base, which has a broad dispersings of products you would want. . >> how about you? do you prefer to stay there or have you looked at corporate bonds like j.j.? >> we looked at it. that trade got crowded and we're out of that. the equity market has had sort of a life of its own, particularly since july. >> is it justified? >> yeah. well a lot of it has to do with this dollar issue that we're seeing again reflected today. you know, dollar related -- there's thre