a lot of optimism priced into the market right now let's see if it's warranted and bring in anton schutzlio manager at mendon capitol advisers, anton, let's see if it's pricing in a very optimistic inneearning season >> well, one would certainly say that, but if you look at how much they got destroyed in the first part of last year, the move did not reflect the very large gdp increase for the back of the year, steeper yields will occur, much more than last year. i think the stimulus has been incredible it's amounted to 42% of gdp. the economy is awash in liquidity. and banks are awash in ghdeposis they need to support it. >> if that's the growth story, are there certain parts of the financial complex that will be better than others? i mean, when we talk about financials, it could be insurance companies. it could be regional banks it could be money center banks it could be investment banks we've got an interesting cadre, you've got a bank in jpmorgan, and investment bank in wells fargo. which is your favorite >> sure, i reallyself-help stories. wells fargo is a self-help story. there's a