Finally people are recognizing the economy's in good shape and so are profits. You have rates rising slowly, but you still have a recipe for strong earnings. This actually is good for stocks.

Finally, people are recognizing the economy's in good shape and so are profits.

It was really hard to pick out the people that we had to take, ... A lot of the elderly that we picked up were begging and pleading for us to go back and get their families. That was the hard part.

Bonds are going through a nervous breakdown now.

They're not done and it's clear to me that these guys really are worried about an inflation bulge. You are seeing clouds on the horizon because of inflation.

You can get all these bonds on sale later in the year.