today s market? we bring in it our panel. we have carol roth, mike the pento, and our own rick santelli. rick, what are you seeing in terms of stocks, money moving out of equities and some moving into fixed income? many traders think this is going to be a rough and bumpy earnings season, a rough and bumpy guidance. they believe that the stock market has a bit of immortality thanks to the fed. in terms of interest rates, they believe if the actual data continues to improve in a real way, like some of the housing data points, some of the ism points, that we will indeed see an appropriate rise in rates. that threshold seems to be about 2%. so we re about 20 basis points away. they do see some optimism though. is that why you think the yields have gone up as much as they have in the last week for the treasuries? especially the ten-year. i think it s 50% year up and 50% the better data is reflected by higher equities. all right. keith, what about the you know, we seem to