Jeremy Siegel is a little bit more bullish than I am on the overall market. He does correctly understand that because of this extremely low interest rate environment stocks are the best relative value. Bond funds are a huge concern subjecting investors to tremendous interest rate risks. While at T&T Capital Management we may not be as bullish as Siegel, we are bullish on certain sectors. Financials in particular offer some of the best value that you will find for long term capital appreciation and dividend potential.