Michael Campbell: Make a commitment to your finances very much in the way Lance Roberts does who’s the host of Street Talks Live but he’s also the chief editor of The X report that looks at economic and political market topics and I’m so pleased to welcome him back to the show. Lance thanks for taking the time on the weekend.
Now I have said that as an investor you have got to be more cautious here. The fundamentals of the market here, Trailing Valuations, Cash Flow, Enterprise value versus EBITA, if we take a look at many many of these valuation metrics of the market there is a very small universe of investable stocks that still meet those positive fundamental criteria. It is getting more difficult to find these opportunities that are quote unquote cheap. That tells you that we’re getting very extended in this market and that eventually we are going to have a reversion of the fantasy so to speak of this liquidity driven rally more to the realistic fundamentals, and those reversions tend to be fairly nasty.