still with us, of course, our guest host jon henes. jon, let's start with you. obviously a big rally on monday. the market at very critical levels when we look at the dow, the nasdaq, the s&p. some saying this is a correction that's been due for some time and that this pause is going to last for a while. what's your take on it? >> well, jackie, we think you're close to the upper end of the range for the year in the u.s. markets, 1420, 1430, the s&p, 13, 5, 13, 6. nasdaq comp, 36%, 37%. so what we're advising our clients to do is take advantage of that and start go in the harvest mode. take some profit, you know, take a step back and get a little bit more defensive, whether that means buying some port, selling some calls, rotating into more defensive areas or raising some cash. we think the risk reward at these levels is really not in the investor's favor. so we want to take advantage of the rally, book some profits. we think you will get a better opportunity to buy later in the year. remember, there are still many unresolved issues here, the economy in europe, s