here jim iuorio, kenny policari. i want you to lead us off and tell us what do you do tomorrow after this massive rally today? what do you do? >> well, you don't sell your stocks yet. we have a dovish response from chairman bernanke and chairman yellin is coming in who is even more dovish. she made some dovish comments today as well. so the stock market has to love this. although all day i couldn't figure out why the inconsistency of the chairman saying we want to be transparent, and then have the market completely leaning toward the taper and then pull the rug out. my true belief is the one thing he worries about the most is losing control of volatility and price. and the one way to combat that is to make sure nobody gets comfortable, thinking that there is a path that is set forth. if he pulls the rug out a couple of times, no shorts will sleep at night, and perhaps he gains greater control. but the stock market should continue to love this as the week wears on. >> all right. so you like stotts. ron, what would you

jim iuorio, i think it's particularly important to ignore washington, all right?e any big budget shutdown. maybe a day or two max. there isn't going to be a debt default of america's interest expenses. all those melodramas are not going to happen. and maybe most importantly, there aren't going to be any additional tax hikes. so i say put washington aside and just focus on the fundamentals of the economy and the fed. >> up to this point, i don't think the markets paid that much heed to washington. today, when i saw a $20 rise in the gold market, i thought maybe that was the first time the markets were actually taking it seriously too. and longer term, i definitely think i'm a bull. but i think there could be another 40 handles lower in the s&p based on a couple of things. the reason we rallied prior to the last week of trading was what the taper was pushed back and we got the queen of the doves, stolen from my friend larry kudlow. we got that she is going to be the next fed. if we start to get hotter data than, that then all of the sudden we'll be talking about the