mark luschini is the chief investment strategist at janney montgomery scott. mark, that was way back in january. how about that, job growth has slowed considerably. how does it change your investment outlook. >> seems like a long time ago, tom. but it really hasn't done anything to change it. in fact it's probably reinforced it. we didn't know at the time that perhaps some of that increase in job growth that we had in the beginning of the year might have been pulled forward from now on the back of better than expected weather. but as a consequence, we still thought though that we would see still somewhat anemic growth in the united states, slowing growth in europe, slowing growth in china and that led us to an opinion that we wanted to stay largely domestic with regard to equity exposure and that's kind of leaning into larger cap high quality names and especially those that pay hand sum dividend yields because in a low growth world income matters. and you can't find much income being produced today by the traditional source of that which is of course fixed inco