jim kahn wealth management advisory services chief investment officer. boy you saw it coming, jim. you betting on 2016? you seem to precede the market action today? >> i mean every time janet yellen speaks she is confusing. but she is not confusing. she is telling exactly what she is thinking. david: that is a great point. >> she is telling you she will not raise rates and risk putting u.s. economy back into recession unless we have inflation. with u-6 and unemployment and underemployment where it is, coupled with commodities prices and declining demand out of asia and europe i don't see where inflation is coming up. david: you make a brilliant point. hilsenrath says read what they say at the last meeting. she is very consistent. she says as long as inflation stats they look at are low, other people would say we do have inflation but on their stats inflation is low. jobs are down as we saw in the last report, china is slowing down. europe may be moving into recession and those commodities, tell us what the commodities tell you? >> commodities are telling me china is not building an