gerri: that september tabor would be horrible but after each and every speech by bernanke they want him to do the same thing over and over so what happens if we get real news? >> that markets could go through another tantrum the fed is talking edible sides of their mouth to say we will start the tapering process on the other hand, they say it is stated dependent but the market after six fed rate increases is still up for the entire year. gerri: there is a silver lining somewhere. i know we talk about bonds in their portfolio whether mutual-fund or underlying the people say the rates will rise and the bonds will get killed? >> they have come up quite a bit but they could still go up more and we know that is the general direction so if you were a nimble to try trading bonds for the short term there is opportunity but for in general i don't think now is the time to add it to your allocation to especially long-term treasurys with the interest-rate sensitivity. if you could play the credit risk there is opportunity but i would not go heavy into bonds it that would be skeptical because they a

>> reporter: well, brianna, this gentleman's name is andrew tabor.he washington institute here. he got access because he worked for a charity that he and assad's wife, osma assad ran. in this situation they say bashar al assad has badly miscalculated. he got advice from people who told him that president obama would not enforce his red line against chemical weapons use and a huge part of this mi miscalculation is driven by assad. he's partly delusional. they believe they're not doing anything wrong, that it's outside forces, namely the u.s. and israel setting them up. i spoke with andrew tabor. he's an analyst who's a handful of westerners who got access. here's what he had to say about bashar al assad's personality. >> bashar al assad, unlike his father, is quite erratic. he's quite moody. he goes from one side to the other, bouts of rationality and irrationality. that confounded all of our attempts to deal with bashar over the years. >> he couldn't say whether he thinks assad is bipolar or not. even those close to him find it difficult to read him.

cheryl: you hata said tabor motif, fashion motif. i like that one.is. >> we have a rising interest-rate motif doing really well right now and -- cheryl: ben bernanke's picture. >> you can see it has done well. these other companies with large balances of cash and is weighted by current assets which are most sensitive and beating the s&p 500 by 2 x. cheryl: we will have you come back and do another motif but today it was fracking and shale. very interesting. dennis: an uneasy truce. cbs back on there on time warner cable systems tonight but only for an hour and it is not for football. that story ahead in the media minute. cheryl: shares of sydney group. should you buy, sell or hold? debate on that company in the future. we will be right back. announcer: where can an investor be a name and not a number? scottrade. ron: i'm never alone with scottrade. i can always call or stop by my local office. they're nearby and ready to help. so when i have questions, i can talk to someone who knows exactly how i trade. because i don't trade like everybody. i trade

it will stay in to place even if the fed does tabor.ust, investors will start concentrating on new things and the next thing that comes up will be the jackson hole summit where the fed will talk about the level of tapering and it will make investors nervous and create more volatility and probably going to create one for buying opportunities as well. ashley: we were talking yesterday about private equity managers. how they are saying that this is a tough market. do you think that that is overly pessimistic? >> if you are a short-term trader, that is a wise move to make. if you are a true investor, there are legs left in the market and we all know that market timing doesn't work. everyone likes to tried everyone smile. >> a dividend was possible. you look at some of the small-cap companies that are u.s. centric, like wd-40 which raised full-year expectations. they are continuing to execute on their business plan. they are not across the board out of whack. everyone likes to talk about the dow jones or the s&p is an index. there is still p