anastasia amoroso: we can rally selectively.t has been that for the last five or six years, you could pick any sector and any stock. but what you have today is a very micro market. have a lot of names that are tied to energy, type to china that are negatively affected by the fall we see there. likeis offset by things amazon that are tight the u.s. consumer and technology. the bottom line it a micro market not a macro market. i would expect to see those names diverge quite a bit. times of small market, we are looking at stocks and better balance sheets, low volatility stocks, vega cap. you agree with that? could seeamoroso: i this play out two ways. the stock that has the higher multiple club and also the earnings momentum such as technology or consumer discretionary, i expect they could lead the way in 2016 as well just like they have in 2015. but the other side of the spectrum is all of those we have priced. the materials, energy, industrials. if you get a catalyst on top of it could valuations, work. joe: you mentioned high-yi