there's a bitter time and more timely time to by russell stocks, especially russell value into the second half of the year. we're squarelys large cap, especially the garp type of issues within growth at a regional price in the s&p 500, namely the same areas fred talked about, but also industrials, tech, financials especially, and we think we'll have energy at a cheaper price, especially heading into 20115. >> quickly, brian, an overweight bullish signal on financials after wells today. most are not optimistic about them. >> absolutely not because fear is leading everyone's decisions on financials. you cannot base your investment decisions on emotion or fear from a fundamental perspective. these companies are structurally different than five years ago. i don't know if you noticed or not, but five years ago was five years ago. we're acting like we're in the depths of the depression in our business in the financial services, and it's creating the greatest entry point with respect to banks and financial services in my 25-year career. >> all right. there's passion on the financials. good so see you both on the margs this morn