joining me now is chief investment strategist mark luschini.nks very much for being here. >> thank you, maria. same hear. maria: so what do you think is most important for stock investors going into year end? you've got yields on the 10-year, the 30-year now at a 16-year highs. has that been a factor? >> oh, it certainly has, maria. i mean, typically this is a seasonably favorable period for stocks. obviously, we are all, always geared up for a year-end rally here that typically manifests about mid october through the end of december. but obviously we're waiting for it to develop because, obviously, investors are concerned about not only rates, but what you mentioned as well which is energy prices which could feed through to inflation and, obviously, keep the federal reserve vigilant on their attempt to thwart it. but in the meantime, you know, when you're approaching 5% on the 10-year, when you think about the equity risk premium which is basically taking the inverse of the price to earnings ratio of the s&p 500 and subtracting from that the y