the bond stockmarket three times as big aed the stockmarket and three-and-a-half weeks ago when the stockmarket went down, you saw people bail out of etf stock funds. they bought a lot of bond funds. now we seen the treasury from 2.6 to 2.8. in the bond market, you have to shorten your duration. it's a nice way of saying you don't get hurt when interest rates go up. i think that's the best play for an investor on defense. >> erin, your best advice? >> we are bottom up. we look at companies when they have been beaten out, out of favor. century link is a telecom is one we see, it's one of our favorites, as well as fossil groups. it's trading blow the average. >> all right, thank you both so much for your time. >> thank you. unnext, we are on the money. can money do what military might can't? how russia's invasion might be brought down by the almighty dollar. warren buffet reveals the secret to picking the right stocks and what one of the richest men in the world says about growing your nestegg. . . >> the market got scared of the invasion of crimea about a day. it still has an impact on the globa

stockmarket is up. do it again volkswagon, here's the beginning of the year. down, stockmarket is up. try a little with hyundai, yours starts here. auto manufacturers down. here's general motors. it's a big one. again, stockmarket up. stock is down. here is the entire shooting massachusettes. this is hyundai, nissan. this is the entire auto index. what i see is a well defined trend, what you see over and over and over. finally, we have broken trend, now we have thrown back to the under belly of the line. that's a very difficult spot to be in. now, two more things, this is that same chart of all global auto manufacturers relative to another very important index, which is u.s. home builders. and notice the lag between how cars are performing and houses are performing. it gets the employer, it gets the consumer. so there's trade, let's look at ford, a well defined trim line. it's clearly a break in trend. if you want to talk about a topping formation, head and shoulders. what have you. this is a heck of a neck line. the presumption is this is not good for ford, n

the beginning of the year, toyota is down, the stockmarket, itself, is up. do it again with honda, yours started here, honda is down, stockmarket is up. do it again with volkswagon, down, honda, the year starts here, stockmarket is up. auto manufacturer down. here's general motors, a big one, again, sparkts up. stock is down. here is the entire shooting match. this is hyundai nissan. this is the entire global auto index. what i see is a well defined trend, which you see over and over and over. and finally, we have broken trend. now we have thrown back to the under belly of the line. that's a very difficult spot to be in. now, two more things. this is that same chart of all global auto manufacturers relative to another very important index, which is u.s. home builders. notice the lag between how cars are performing and houses are performing. that gets to performing and gets to consumer. so here's the trade, ford, a well defined trim line. you can't deteriorate any straighter than that. it's clearly a break in trend. if you want to talk about toping formation,

days that the market cracked, you know, the stockmarket crash. if that kind of thinking continues, or if under order from president obama, for example, because these american morning managers are invested in europe, as i said to the tune of about $350 billion, if that continues, you are going to deflate russia big time. they only have a few sources of financing literally to continue operating as a country. now, that's pretty powerful stuff. >> i agree, it will take time, because in terms of their macroeconomic situation, they're in pretty good shape. they have deep reserves. but this is going to take its toll over time. if you remember, just a months before this whole crisis, if you listen to russian government officials, the most senior government officials in charge of the economy, the number one question, the number one issue for 2014 was how to increase investment, russian investment and foreign investment. so the numbers you just described ra the exact opposite of what the russian government used to be trying to move forward in a, you know,

russia's stockmarket dropping about 10%. it's currency is at the lowest point ever against the dollars. u.s. stocks opening lower as well. an anchor with reuters insider joins us from london this morning. are we seeing the effects on the markets of all of the global uncertainty out there? >> yeah. i think we are. on the one hand, del, it is the uncertainty because there are so many unknowns right now. no one knows how it is going to pan out or how prolonged any upheaval is going to be. on the other hand, the markets are reacting to some very specific developments, a rising threat of war between the ukraine and russia after putin said he had the right to invade and the repercussions from that. tough words from john kerry, the u.s. secretary, talking of sanctions, so, yes, there is a lot of uncertainty an the markets reacting to that but they are reacting to real developments. there is this feeling that they may have under estimated the risks of an effectinglation in the ukraine. the events on the weekend are a wake-up call if

so here's a look at how the stockmarket stands going into tomorrow's session. jones industrial average lost 153 points. the s&p down 13 and three-quarters. points of the nasdaq was down almost 31. that's it from cnbc first in business worldwide. [ male announcer ] what if a small company became big business overnight? ♪ like, really big... then expanded? ♪ or their new product tanked? ♪ or not? what if they embrace new technology instead? ♪ imagine a company's future with the future of trading. company profile. a research tool on thinkorswim. from td ameritrade. a restamps.cool on thinkorswim. it's amanda. hey sweetie. what? [phones rings] okay, i'll send it. one hundred seventy-two dollars for a chemistry book, what is it, made of gold? just use citi popmoney. boom. ah, she's feeling lucky. hey sweetie...cancun, yeah no, you'll be spending spring break with your new chemistry book. with citi popmoney it's easy to send money to just about anyone, anytime. visit your local branch or citi.com/easierbanking to learn more. >> what was the reason that sparred the u.

you will see the stockmarket perform horribly for the next two months. >> let's get a sense of what is going on in ukraine right now. peter is live from kiev, managing director at dragon capital. tell us what it is like. what is the mood and climate? what are you hearing from the crimea? >> thanks for inviting me on this show. it is always good to be there. what i can say about ukraine and the kiev in particular is the situation and he is --kiev is quite calm. it is not business as usual but it has scaled back in terms of intensity compared to what we had a week or so ago. news from the rest of the country is quite volatile. we are hearing some news that there is some sort of standoff between different groups in the east of the country. and obviously you have crimea which is an entirely different ballgame altogether. it is quite volatile and contrasted whether you -- when you look at different parts of the country. that is what i can say right now. vladimir putin is fully aware of the u.s. and the western perspective here? he's using this as a chance for them to take back territory tha