it's aassive, massi amot. worldwide. it goes on to 2015. >> paul: what's yo time frameine economy? will pick up its pace int. it's hu. it's massive. this creates a technic conditiooo,hat inial lows, the confusi cycle, e very hand. came uphe march lows and they're never revised. >> paul: so at was the bottom? >> yesthat's your bottom andthe. >> paul: so no need for anotherg about? >> that doesn't me you won'tget. >> pl: no, b -- >> you e all the consequences. >> paul: but no need for one in? >> no. >> paul:hat about the sotimeplun the road? >> absolutely.you get inflion at productity. paul: productivity.that's d go. >> it's money supped.it only hao go. so you've got to get inflation, you've got t get productivity. both. >> pl: you're bullish on theork? >> you have to own thepructive . otherwis it killsyou. >> paul: okay.bob,ou've been rue nightl business report mol portfolio since its incepti waback in 199 let's seehowit's doing versus the standard & poors 500. look at tt. the drach model portfolio up 98% comped to 69% for the intpz. i -- s&p 500. i congratulate you on e great jo >>