lincoln ellis from the pits of the cme. lincoln, is anybody worried in the pits what happened today or do you have a reason? >> i think that the outlook here is really around uncertainty both produced around the jobs number that will be around the producer prices number we get later in the week and inflation, the cpi numbers. once you put that all together with the complexion of the labor market we got from the bls, one has to wonder whether or not profit margins and sales will continue at the pace that really justifies the kind of multiples that equity markets have been trading at. certainly in terms of not just the price but the trajectory which we saw coming out of 2013. the guys behind me today voted no. david: well, joe bell, there is no question that a lot of money coming back into the market from insurers, from pension funds, even from retail investors who are getting back in but could today's loss spook the investors getting back in the market? >> yeah, it is all about the time frame really. you look at from a short-

glenmede director of investor strategy to tell us which markets are heating up for the year and lincoln ellis, green pitt capital, from the pits of the cme. lincoln, talk about gold. something happened with gold around 10:00. i don't know whether a fat finger trade but it went down 30 bucks and came up again. do you know what happened? >> nothing out of the cme here today on that bold trade although it does appear to be a bit of a fat finger. rebounding, price action before it and pursuant to it suggests that somebody, may have a slip of an elbow or a slip, maybe a cold finger given how cold it is outside here in chicago. really the reaction has been to the non-manufacturing read. it's a little bit weaker than we expected. factory orders were better than expected. internal components leading toward's friday's jobs number was slightly better. that gives markets a little bit of a pause, to think we continue the positive trajectory in terms of jobs that could give the equity market another leg up. cheryl: jason a lot of investors waiting for a pull back, correction, may not get one. do you think

bright and early on a thursday morning and for lincoln ellis it's time to get back to work. you're with green square--great to talk to you lincoln. it's been slow trading for a while. what do you think is going to be moving things forward going ahead? will we see a pickup in trading activity? > >interestingly enough, people will come back from the holiday really refreshed and renewed off the backs of now 30% gains in s &p 500. and they'll be looking to a couple of things. toward the end of the month we have the federal reserve meeting and earlier in the month we have the consumer electronics who really highlighting information technology. technology could be a very big story across 2014. > >that begins in fact next sunday and i know some people are thinking that the tech laden nasdaq may be a real high flyer in 2014. > >it could be. it's reaching levels that we haven't seen since the late 1990s and given the kinds of stock market gains that we saw, our best performance since 1997 and 1996 in the s &p and dow respectively. the technology sector, if we actually do get a capital

lincoln bedroom. ex let me take a couple of calls and then we have to talk about the investigations and legal as ales of the clintons political partnership. ellie, you are on the air. >> you had a funny look on your face there. they put the fear of the lord in the press and they would not get called back to the white house if they printed something that barbara bush was not in agreement with. barbara bush new her husband had been having an affair and so did a number of the press, but they would not acknowledge that. lied thatinton, she she knew a lot of things. why do you suppose the press and the public would be much more willing to accept the grandmotherly barbara bush, who was very steely, as opposed to hillary clinton who was quite a bit more vulnerable? i am not sure i understand the question. hillary was furious that george bush reputedly had a jennifer, too. when i did an interview with hillary clinton, she interrupted and raised this issue that she had been sitting with the head of the atlanta newspaper and she brought this up. this woman said, why doesn't the media investigate george bush's jennifer? they are just going to circle the w