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LITTLE MORE THAN HALF AN HOUR FROM THE OPENING BELL ON WALL STREET WERE LOOKING UP AFTER WHAT WAS LIKING TO START A DOWN DAY WANT TO TALK MARKETS WITH JULIE BEAL, PORTFOLIO MANAGER AND SENIOR RESEARCH ANALYST AT ANDERSON AND RUDNIK, ALSO A CNBC CONTRIBUTOR. GOOD MORNING TO YOU. HOW MUCH DID THESE JIM BULLARD COMMENTS CHANGE THE DYNAMIC OR DID THEY I DONT THINK THEY DO CHANGE THE DYNAMIC, BECAUSE IF YOURE THINKING ABOUT POSITIONING FOR THIS YEAR, ITS MORE A FUNCTION OF WHATS GOING TO HAPPEN WITH EARNINGS, AND I THINK PEOPLE ARE STILL TRYING TO FIGURE OUT THE DIRECTION OF THE FED, AND THE FED REALLY HASNT CHANGED THEIR POINT OF VIEW, RIGHT THEY HAVE BEEN SAYING, IF ANYTHING, WERE GOING TO ERR ON THE SIDE OF OVERTIGHTENING, AND SO I THINK IF YOURE ANY KIND OF INVESTOR, ITS SORT OF LIKE BEING A HUSBAND AND BEING TOLD THROUGHOUT THE WEEK WHATS GOING TO HAPPEN ON THE WEEKEND AND KIND OF IGNORING IT AND THEN BEING SHOCKED THAT YOURE AT A SOCCER TOURNAMENT FOR EIGHT