joining us is joe bell from shaffer investment research and scott freese from sabertooth advisers as can imagine, tony is still here he was just talking and you saw him on camera. tony is still here let's start with you, scott. do you know for a fact whether this is a correction that should be bought or if you go up 45%, 10% may not do it, right >> right do i know for a fact it should be bought? no but i think the prudent thing now is as the market was accelerating, you started to see some cracks in it, you start to sell off some winners, build up a pile of cash, now it's the nvidias, amazons, companies with strong earnings and buying a bit on the dips, buying a bit on the di dips, buying a bit on the dips, but focusing on those strong companies with earnings growth rather than breading it around the market >> you're not sure whether buying the s&p is a different decision do you feel the same way, joe? >> well, it all depends on your time frame you take about the short-term price movements, the volatility we've seen in this market. picking up compared to the volatility we're experien