joining me now is colin langan. thank you very much for joining us this afternoon here. let's talk about tesla first, because it is a driver of the market, if you will. this is a stock that really does have a lot of influence on certain parts of the market dynamic right now. do you feel as though this downward momentum is justified and how much further could it go? >> yeah. i think in the near term, we're talking about another year until at least the model two comes. so the stock really lacks a clear catalyst over that period. so there's still going to be some downward pressure the stock. but there's risk/rewards to the name. so we are still equal weight on it. >> if that's the case for tesla, is it still best in breed with regard to the ev makers out there? the entire industry, every single one of them, from china to the u.s., has seen some of those publicly traded stocks take a huge hit. is there a value proposition that comes to fruition because tesla is, in fact, the best that we have out here on the american side of things market cap wise, opposed to the ev names ou