Marc why don`t we start our interview with the second half economic recovery theme, based on the stimulus?
The same people that say that we will have a second half recovery were saying at the beginning of 2008 that ther would be a strong recovery in the second half of the year and estimatd that S&P 500 Index earnings to be of 90 dollars, and for 2009 they have estimated earnings of over 100 dollars. So what other people tell you is not very relevant. I think the market is at a juncture, where we could have a recovery, or another sharp fall, if we have a market recovery here, it might last till april, early may, and by the second half of the year economic reality sets in, because I don`t think there will be an economic recovery anytime soon.
