It gets better there and it gets better here, it falls there and we fall here.

The market is kind of confused. There are a lot of question marks around that are causing nervousness and investors are being more conservative.

The third quarter corporate results are very good this time, which so far found very little reflection in stock prices. Stocks are cheap and people are buying in a calmer market to fill year-end portfolios.

It's a scenario where everyone is nervous and pessimism creeps in. On the positive side we are looking very cheap.

The fall in oil helped diminish some nervousness over inflation.

The metals sector is red-hot. The economy is growing, companies are working at full capacity and there is demand. For many, buying steel companies is also a way to invest in durable goods.