leeway.
time warner is maybe going to
get blocked by at&t.
we will see a lot of mna,
disney, netflix.
i'm saying at least they have
the possibility to do that at a
very low tax rate.
>> i think this is overrated.
i think those corporates
aren'tplay paying 35%.
they are using tax loopholeing,
efficiency, whatever you want to
call it.
in apple's case, they have a lot
of debt.
they have already given it back
so to expect this is a huge
boom, i don't know, the o'rony
this was a straid trade that
threw everybody in.
this is a great time.
we got great earning,
trumponommics lite is happening.
>> the banks i like the banks,
there are upsides to the banks.
can they rally without yields
going higher?
that's the question.
you look at this rally, if you
back it up to pre-elevenlths we