we have got lance roberts, sta wealth management ceo and chief strategist with three picks to to your portfolio. oliver porsche, gary goldberg will tell us why he is still bullish on stock. larry shover in the pitts of cme let's start with you. a lot of people saying year-and-a-half correction, correction. is the beginning of it. >> i don't think so. this is misplaced hysteria. the old tired phrases come back. we're overvalued. we're overbought. earnings season will be terrible the fed will tighten. europe stock market will drag us down of the et cetera. there is so much negativity. i need a new excuse why we'll have correction. sure, we could consolidate and digest. we should. we rallied 100 points from the beginning of may or middle of may six weeks ago. this is healthy. i do believe behind me a lot of misplaced hysteria. cheryl: oliver, we've had this discussion several times. there seems to be a business of a disconnect between economic activity we're getting in and economic numbers, particularly reading on first quarter gdp and market disconnect. do you think we're still not trad

we have got lance roberts, sta wealth management ceo and chief strategist with three picks to to yourhe, gary