joining me to break it all down and look ahead is alpha one capital partners dan niles. t's great to have you, thank you so much for being here. you say we are at an important juncture for the stock market right now. walk us through that. >> yeah, i mean, you obviously had a big move down in the markets, a big ramp back up in the markets driven by stimulus, and now you're sort of at this critical juncture, as you put it, where you've got three big i events between now and year end. the first one is, obviously, additional stimulus. we're going to probably get some before the elections and then, obviously, after the elections we should even get more. and right now you have about 30 of gdp in the united states spent on stimulus already between what the fed's done in terms of expanding the balance sheet by $3 trillion and the four phases of stimulus we've already gotten. that'll, obviously, be a positive for the market. the second big thing is the ramp in the coronavirus. as the weather gets colder, obviously, flu season starts to kick up, and you should start to see infectio