kozlowski's excesses were revealed in excruciating detail.he new york apartment became classic tabloid headlines, mocking the ceo's taste and his greed. the $15,000 doggy umbrella stand and the ultimate symbol of his downfall, that $6,000 shower curtain. >> the first time i heard about that shower curtain-- the first time-- was after i was out of the company and i read about it in a newspaper, and i was calling around asking, "where's this shower curtain?" but to this day, i wouldn't know it if it fell on me, so... >> and there was the 40th birthday party for kozlowski's then-wife karen in sardinia. it was togas galore, a four-day festival of flesh. >> let's rock. ♪ hey, where did we go? >> jimmy buffett was flown in for the music, and guests were treated to a special cake: an anatomically correct woman with exploding breasts. the cost was over $2 million. since kozlowski claimed it was, in part, a work retreat, tyco footed half the bill. was it embarrassing for you, though, when they played that tape? >> oh, it was horrible. >> this kind of

liz: steve, when you heard gary kozlowski hearing go with the safe haven plays, what do you advise yourents right now? >> just picking on the china theme, i want to emphasize they've had zero correlation to the u.s. stock market, and while the u.s. stock market has been hitting new highs, china is still 40% off of its all-time highs. china's up about 30%, but the last few times it was up -- liz: well, then would you go with what we have on the screen which is the fxi, you can buy a bassett of chinese-related stocks, and you're not buying -- well, you're close to the year high, but you're still buying at a slight discount to the all-time high. >> right. in the case of fxi, you're buying hong kong-listed china companies. i think that's a much safe or play in single digit multiples, but i would recommend buying locally. in the u.s. you can buy ashr, and you'll have much more upside potential in the local chinese stocks than the fxi. liz: the annual high for that, ashr, is $36, and it opened today at 32. >> but it's 40% below the index it tracks. liz: right. okay, there you go. a nice year-

gary kozlowski, what else are you looking at with the markets here?just seems equities might, perhaps, simply be tired. >> well, everybody is stressed out because of the oil that you've been talking about and talking about, and it has really taken the headlines. but another situation, too, keep an eye on, okay, prime minister abe, he's got more of his way into the japanese government. and we're going to continue to see them pulling back. and you're going to see the dollar continue to run up, and we're going to have people that are going to start wanting more and more of the dollar heading up, and we're going to see the equities pulling back a lot more. we're going to see a lot more volume into that dollar. dollar's normally very thinly traded -- liz: i'm glad you just brought that up because right now we've got it up on the screen, and just about everything is lower against the u.s. dollar. guys, is this market ignoring what was an amazing november industrial production surge? we got a great number, best since may of 2010. scott, anybody getting excit