liz: let me bring in rob, rob stein. you know, that was almost sad the way bob talked about that but, i'm of the, we know what landscape is. let's go where the money flows. we'll try to ride the momentum wave. where did you see stocks heading and do you feel the same way? >> yeah. so i think the risk of owning stocks is a creative, it is productive. i think the expected return for equityings over the next several quarters is higher, regardless of the reason. you're right, typically when interest rates are below interest rates it pushes money out of risk-free assets because they lose money for a change into risk assets like stocks but gdp is 4%. there isn't debate that. the outlyer was negative in last quarter. if you had eight quarters of positive gdp that is positive trend. all this stuff could be better. we added 2 or 300,000 jobs on average, last 10, 12, 14 months. those are conditions that allow stocks to go higher. probably not the 30% we saw last year but the path still seems you want to own stocks. david: scott, l