I am going to guest host CNBC’s Squawk Box tomorrow morning with Becky Quick and Joe Kernan. The show airs live from 6-9AM EDT. I am sure we will talk about the impact of Bernanke’s testimony today on the stock market as well as the earnings reports coming out this week. So far, with about 20% of the companies making up the S&P 500 in the can, reported earnings are +20% over year ago numbers. With a 5% bond yield that makes stocks way too cheap. We will talk about which ones tomorrow. Hope you can tune in.