end to an extent where it inverts yield curve and leads to rece recessionary pressures they have alltel graphed their intention in terms of tapering and raising rates. that will be baked in. i do think as long as the yields curve remains somewhat steep that will bode well for banks. we got to ten year and that's telling a slightly different stories. we can't have a robust outlook or commodities and negative outlook on growth. that's going be reconciled and if it does, and that yield curve remains normalized, i think the banks will do well >> you like financials >> we have been trimming financials i have exchanges which are part of financials. we have been trimming banks. we think the growth of gdp will decelerate the fed may raise rate a little bit but the other factor is the macro factors will weigh on them and we might be better off in other sectors. >> steve, you like value also. different sector but also value. sd >> i do. do you want me to comment on the financials >> hold up your board. you've been holding onto your board since the last show which is like two nights ago >> i've be