bmo chief investment strategist, brian belski.e herd mentality than back in the days of the tulip bubble? >> i think we're so focused what happened last year in january, the market really took off by a lot of the technology stocks remember that were massively sold in 2022. charles: we do forget that? we do forget they were catchup from just the year before. >> so there was, i think there was three distinct tech rallies last year. number one, january to january effect. people thought the january effect still works. then you had the rotation out of financials into tech. and then what i really believe was the real rotation, charles, was the a.i. movement. that was the real fundamental move but now just because tech rallied again in, during this time period it's crazy, i just don't get it because i think there was this notion when growth is scarce, growth outperforms so they went to chase these tech stocks again by the way, number of earnings for first-quarter earnings growth is 5%, 5%. that is pretty good. so the companies in the mar