things like geopolitics and ,undamental price to earnings 2002 was when the fundamentals were ahead of as of right now there is never a shortage of people calling for corrections, but it is very difficult. >> we look back at the continuing run that we had and we look at what field it. you can pick economic data better, look at continued fed involvement. are there things to tell you that were the most important element? sooil prices rallying strongly because of the violence in iraq and the russian situation. energy producers were the biggest gainers in that quarter, about 11%. otherwise it was a pretty broad rally. consumers, technology, all about four percent or more. >> all right, mike. we've got to leave it there. "street smart" is next. ♪ >> it is the final day of the first half. it was a good six months for investors. bonds are up. how long can these asset classes rise together? i am trish regan. "street smart" starts now. welcome to the most important hour of the session. ruling thatcourt could cut off contraception co