we're bringing in traders, john corpina, do you agree with neil hennessey that right now go with the es that give dividend yields, or are you seeing with activity, again, solar city, it's seeing a 13% gain today. >> no, i agree with what neil says, and this gets back to where we were probably about a year ago when that dividend play was the smart play for investors to get into. we haven't seen much in the sector investment, so to speak. it's been much more an individual stock basis. just shows us how confused investors are. good news, bad news -- liz: wait, john, do you think that the fact that the russell has started to show some real leadership to the downside and dragging some of the other indexes down is a worry here? >> it is a worry. if you look at the broader spectrum of the market, look at, you know, a heat map so to speak of the russell 2000 of stocks that have hit all-time highs this year so far when the market, s&p and dow have hit all-time highs. across a broad basis, we have seen those record numbers getting close today. but when you look at the 500 and thou, that's when

let's see how neil hennessey feels. i'll tell you quick story. i was doing a radio interview.looks very benign. 2.6. we have come to grips with it being 2.6. that's a great number for the stock market. europe seems to be a little bit better. corporate profits seem to be upticking. the housing market. i thought it was a very benign environment for the stock market. but then when it suddenly goes, again, below 2.6 and may go below 2.5, does that make you worry? >> not at all. i think you're correct. if you ten back from all the hoopla out there and you -- take the dow jones. it's yielding 2.2%. would you rather own those 30 companies for 10 years or 10-year government bond. corporate earnings are going to slow. it's been a slow environment. they don't need to make anymore money than they are now. and they can afford to wait for the economy to pick up. in the next 18, 24, 36 months, you will start to see companies start to spend money. instead of raising dividends or stock buybacks, even acquisitions, because that part of the game is pretty much over on the acquisition side, from