we didn't realize we were liowing at 3%. no one rd we were in a synchronized global aconomy wher economies are going to pick up. now we've kind of caught up to is. we know that the economy here is doing well, that earnings are doing fantasticcally. not only is the u.s. doingllell but over the globe they're doing good. it might may good this year. i think it's going to. both earnings and the economy both doing od. it will no longer surprise because we realize now that everything is as good as reported. if it doesn't surprise, it won't impress, and if d itsn't impress it won't keep lifting the value of the stock market like it has over the last year. so you've worked up a couple points on what an investor should do now. you say reduce the bon like o yield sensitive stocks, correct? >> yeah, that's one thing i would do. i still think yields are going to movhigher. the fed is going to continue to raise rates this year. i kind of thinkhe ten-year yield is going to go above 3%. so i would make sure i'm not holding a lotf stocks th