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let's bring in the man who wrote it, jim paulson, chief investment strategist with wells capital managementzip code could mean two very different things. it could be 902 110 swanky bev hills or the exact opposite. to which one does the u.s. stock market reside? >> i guess i think that the u.s. is about the only place in the world that is facing full employment for the first time. everyone else is a long ways from it, still pushing upward in their economies. we're going to have policy officials now starting to move the other direction, moving the support away from the financial markets. i think that puts us in a ewe nege positi unique position. it's dominated stocks globally for the last four years. i think it puts it in a bad zip code, if you will, because i think it's left the rest of the world in a much better value right now if you're comparing u.s. versus overseas investments. overseas markets are way under owned by most portfolios because we've all given up on hope that they're ever going to start to outperform. i think that they have hospitable policy officials where our policy offici