let me do a complete data check, like bloomberg radio's karen moskow. dow futures at -160. now on the vix, 24.14. substantial yield deterioration, in six basis days. in two we do four digits in our yield call on "surveillance." go, go gold. gold was everywhere a month ago. nce.1 an ou we had some significant dollar strength. even swiss franc with a bit of a. . bid today. . so there's a jumble, a bit of tension in the market as well. brian levitt is with invesco, their global market strategist. we are thrilled he could join us today with a more broad view from what we have heard from discrete equity strategists. as you right into the weekend from monday morning, what are you thinking about? brian: i am thinking about everything you are talking about, which is to say a few weeks ago, everyone was focusing on this recovery in the markets, and do we move to the more cyclical, deeper value parts of the market, and should we expect a steeper yield curve and further deterioration in the dollar. it seemed up the time that investors may be getting a bit ahead of themselves. given ho