joe: let's welcome ben emons, managingy global advisors director. cted tesla to rise 5% every day, today it actually rose 8%. what does the market environment tell you? ben: joe, thank you very much for having me again. it tells me that coming out of the shock from the pandemic, economic changes occurring. part of that story is tesla, as in people jumping on stories that it is all going to be electric vehicles one way, or digital payment systems are going to become such an important part of life, that is part of this rally we are dealing with. the chart you just showed, this extreme enthusiasm about the markets, i think all about that. but underneath remains the recovery story, as you just went through the segment, the hospitality sector saw a lot of job losses. president-elect biden was making a specific policy target to start helping that sector, so there is a recovery story coming. and i think that is the enthusiasm in the market, recovery this year. romaine: when you look at stocks that moved, yeah, apparently we are just driving ev's and countin