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make the mistake that arthur burns did in the 1970s, and starts to lower rates when nominal gdp started to decelerate, and it ended up exacerbating and prolonging the inflationary episode through the decade into the 80s. i think this fed does not want to do that, and that is why we are decidedly cautious, and we would be using this bounce to start to think about how to protect portfolios. >> you are more concerned about the earnings or what the fed says? >> the earnings. i do like the fed is pretty much a known entity at this point in time. they have pretty much told us the 75 basis point. i don't think they are going to say that they have some secret piece of data that we don't have. they see what is going on with commodities. they see the labor picture friendly better than most. it is earnings where the greatest uncertainty next week lies. that is a short-term outlook from somebody who is known for the long-term outlook but it will be a of a week, scott. it will be a lot of information. >> these stocks, let's talk about these mega caps. there are other important names on that board, but it really sort of rides on just given where it has gone, how much waste the nasda