michael jones, chief invest ms officer with riverfront investment group and westbury.ood to see both of you. are you ready for september? do we need to buckle up? >> i don't think we really need to buckle up too much, carl. i think we're living with a case of almost hypocon degrkocohypoc. there's always been things to worry about. yes, there's been things to worry about but pretty consistently we've come through this with the stock market up and the economy growing, 2% growth, roughly. and i expect that to continue. in fact, i expect the economy to accelerate as we get toward the end of the year. so, sure, it could be a little bumpy but i think investors should look through that and be investors. the stock market is still cheap. and just hold on and everything will be okay. >> but, michael, it's precisely that acceleration which has alluded us here. why do you think that now, if you think that now is going to be a turning point, the second half will finally see, you know, what has so far not happened, which is couple of quarters back to back where we get upwards of a 3