I think we're in the twilight zone. You have the confessional period followed by the summer doldrums, so there really isn't anything that's going to spur it to the upside.

We're trapped in this twilight zone.

I think the market has done quite well in what is supposed to be the worst month of the year, but at some point you're going to run into an overbought condition.

There's a cautious backdrop (on Wall Street). We're heading to that glide path toward the Fed meeting. I think there has been a gravitation toward the cyclical stocks and away from the blue chips. And I think we'll continue to see movements into the papers and the metals.

It was almost like a bad episode of 'The Twilight Zone,'

We're still in awe -- I feel like I'm in the twilight zone.