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About whether investors should prepare for the worst in their portfolios. Joe, should they . Whats the message . No. In these plunging yields. No. The message shouldnt be theres a recession coming. Dont prepare as in 2008. Maybe a little bit of a 2007 moment. A look ahead what might be coming, but i think the proper thing now, no herd mentality in any particular asset class. A herd mentality in treasuries . No . Into utilities, but kind of warranted both on a fundamental and technical standpoint now. Make a compelling argument across the asset class chain for ownership of multiple things. One, own reits now. Take a look in the Investment Grade and high yields bond market. Opportunities there, especially on the financial side, and coming back to pure equity, scott, Consumer Staples are performing very well. Also seeing a lot of m a activity, whether jm smucker, mjm or some ....
we do. i mean this was an international binding agreement we handed over the entire peninsula of sinai in order to get the peace agreement and we do expect and hope that the peace agreement will remain intact. having said that over the past year or so there have been ma y many, many infringe mints of this agreement foremost regar regarding the natural gas that has been halted from egypt to israel and a series of terror attacks emma nat emma emnatingi that israel. we hope that the peace agreement with remain. it is a national interest of israel and a national interest of the entire western world. shannon: do you have confidence that israel s leaders will be able to have a positive relationship with the new president-elect mohammed o mohammed morsi? we do all hope so. that weeing said we have looked ....