larry cantor is still here with me. what else do you like here?g to continue to grow in this environment here. what about commodity-based sectors as well? >> right. so energy, we think, oil. we think those are better. >> natural gas -- >> we think it goes a little lower. we like some of the metals actually. i think one thing to look at, bill, is economies that go from weaker to stronger. >> but for you it's a growth sector? >> i think that's part of it. the inflation is going up because the quantities are going up. we see growth and inflation. >> will the price growth exceed inflation? >> yeah, i think inflation is going to come higher and that's one of the reasons why we want to focus more on equities. >> do you think yields are going higher? >> i do. not a lot. but we've still got negative yield and yet real rates are still negative. that tells us that they have to go higher. >> as we head towards the close, we will finish lower but off the lows of the session we get ready for