more market reaction to the headlines and the fate of covid relief i'm joined by jeff mortimer of bny wealth management and also jeff, i'll attorney to you, we've seen strong performance in materials and industrial stocks and even some of the banks lately i think the bank stocks run 10%. you have yields on the rise. would you tie all of that to prospects for more covid stimulus >> potentially it's always hard to know we've had a couple of head fakes on value over growth since the march 23rd low we'll have to see if this one holds. certainly, as you get later and later and closer to perhaps better therapeutics, even a vaccine, for example, that you have to think at some point in time market participants will begin to shift away from those stocks which did well when the work from home themes and broader, you know, telemedicine, those types of things and move more to those stocks which will move well when the overall economy recovers, so we are positioning for both with our clients, and you may be -- you may be at the beginning perhaps of a more normal growth value move where both -- bot