even boost after the close with the surge in tesla i spoke with famed investor howard marks who runs oaktreeanagement despite enthusiasm for tech this week, he is still sounding a note of precaution. >> i just think in our business in general, there is no room for certainty as twain would say, and that extends to the magnificent 7 as well. i must say when i was listening to your question, every bubble ensues from widespread conviction everybody believes, a, they bid the beneficiaries of a up to the move it turns out it's overdone. >> all right let's get reaction to that and discuss the broader markets. hannah, good morning from london good to see you. i'm going to get into it what did you think of howard marks' comments? i know you, too, are looking for cracks in the mag 7. >> i think the really important thing for us here is the re reality. if you're looking at the max 7 who performs well in the past two years, may not be the best performers going forward we've seen cracks in a number of names including tesla. one can find expectations from here if you look at the expectations if you focus