jim paulson, chief investment strategist at wells capital management and chief investment strategist. jim, where are you? >> minneapolis. >> you're in new york, right? >> no, i'm in toronto, mark. >> toronto, minneapolis, okay. minneapolis farther west. jim paulson, you lead it off. what do you think of this market? are you going to tell us the same thing everyone else is saying? we're at an inflexion point here? >> we did this just a few months back. we had a bad june employment report and early july. we lost 463,000 jobs. the market sort of faded going into that report and then after it came out it fell a little further for a few days. it bottomed july 10th and went up the rest of the month and through august in new highs. i think this is nothing more than a remind their nothing is is straight line. the economic data, the markets. i think the vast majority of the evidence continues to support the economy has turned a corner. we're going to post the first positive corner growth. i think we're going to continue to exceed expectations more l e likely than disappointment as we go forwar