which ones you are looking at, whether you're talking about zoom, or block or the things in the ar kk etf the high market tech companies, especially the ones not making money, not only are they under pressure in terms of their core business, i look at the tv ad business they are exposed to. we heard from zoom in some of the disappointing numbers of all these companies, these are companies where we are pricing assets differently and putting a higher discount rate at these companies are worthless explicitly. if you have a screen on your desk, which i do, these names were down almost two times the market today, and i think they're going to be under some pressure. they have had a great bounce. >> i think the critical thing to think about here -- there are two issues to think about. one is how you discount future cash flows. the other is the cost of capital . if you're dealing with growth companies not seen profits, not seen positive cash flow now, what does that mean? they need capital. of course go up, that is a bad recipe and combined that was declining economic growth, this is basically a