mr. ritholtz?disagree, but that bull market probably isn't going to start for another three or four years. it will last 15 to 20 years and then we'll go through this process again. very cyclical -- >> are you buying stocks now? >> 50% long. we've been long since early march and taking a little bit off the table. >> jeremy segal, last word. he's got 60% invested in had stocks. >> that sounds actually rather -- yeah, i would say 80%. i'm not that far from him. >> today game changer. big move. wake-up call. >> bullish game changer today, mr. ritholtz? >> no, oversold the last couple weeks, a little bounce. people are anticipating some stuff happening, but september and october is the key. we've got to get through that third quarter. >> barry and jeremy, you heard it first on "the kudlow report." you guys are wonderful. both good friends. coming up, sonia sotomayor's first day on the hot seat. will the vacancy be filled by a prosperity killer or a free market capitalist? our die unanimousic duo are rea