ken mahoney is to tell us why the u.s. is the best place to invest right now. joe franklin, franklin wealth management will tell us which opportunities he finds. where the u.s. or overseas? anthony creveli from the cme. anthony, we'll start with you. good data from first time jobless claims but what drove such a strong rally i guess you could say? >> let's begin with at that, with the bonds. we've been seeing this a lot. 10-year and 30-year bonds we get bad data, or soft data. then they rally and come right off. i woke up this morning, 10 and 30-year bonds were not going any lower. we stopped seeing selling pressure. they were up a little bit. you look across the board, since that is not happening they come in to buy stocks. i want to take this a little further. i want to talk about the dollar. not only with the 10-year and 30-year bonds selling off lately, that is a concern but notice how the dollar has not been rallying? it doesn't really make sense. going forward i will continue to watch the 10-year and 30-year. if they start to sell off, if they continue th