jonathan murray thinks this is time to really evaluate your portfolio allocations. he will show you how he is doing that. larry shover in the pits of cme. we pick larry first. the sexy story was nude photos but the real story on the floor was what axe you see it? >> story was no lack of drama, even though pretty pensive behind me, there was no lack of drama. we have a two-month rally in the u.s. dollar persisting. gold fumbling for $21 today. gold oil as you mentioned down $3. wheat down 1 1/2%. all the while the stock market doesn't seem to care right now. very tentative. the last week 1/2 we have rallied 40 points. a lot of traders were caught flat-footed. i think all eyes are on the ecb. i think on the 4th and jobs report on friday. absolutely no lack of drama here. david: our sympathy goes out to the gold bugs, believe me, folks. we do feel your pain but jonathan, i want to talk about summer being over and time to sort of clear out what you sort of left on hold because we need, we need to relook at our portfolio. now that we've come into the fall, don't we? >> y