that let's get back to scott wren. give me your sense where you see the best opportunities as you look ahead? as we've articulate what you believe is moderate growth i think there could be upside surprise there. isn't that a possibility? >> well i think there could be, liz, tell you, really, we'll probably see 2.8% gdp next year. i don't think there is a lot of people out there that think we'll see plus percent growth next year. i just don't think that's going to happen. that is not the end. world but if you look at industrials, if you look at things like technology, if you think and you have to buy into the thought that europe doesn't look great, japan's maybe in recession but things are going to ablize and get a little better internationally over the next year, that is good for s&p 500 companies and i think, you know, you could probably throw consumer discretionary sector in there as well. things sensitive to recovery should do better. david: hey, bob, i didn't mean to put words in your mouth moments ago but you do s