If you get foreigners moving money out of U.S. Treasuries in a quick way, then you are talking about interest rates moving up quite a bit, maybe 150 basis points.
the market is, and has been, for the last five years driven by about the same 100 companies, but if you could see money moving down to the broader market, we've got some real values, a lot of good companies selling really cheap.
However, we're moving into a slower time for money flows in March and April.