mr. golub: i don't know if they are lined up.ction, there was an assumption that u.s. stocks were going to demolish non-us stocks, that everything that was a beneficiary of tax policy was going to way outperform. that trade rolled over really quickly. way before it looked as if the tax deal might be dead and these other deals might be dead. thatarket is really saying more importantly, we are anchoring on something different, it is better economic news. with trumpnamored and the media. we are forgetting boring economics driving the market. the domestic story is still solid year. why have small caps still underperformed? mr. golub: i think they will outperform the rest of the year. i think you are going to see value which led right out of the gate, which was a big winner right away. date, fors year to the rest of the year, i think you will see that value is going to win, that small caps are going to win. that those companies levered to economic health are going to do well. emerging markets have done well year to date. international