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repatriation of foreign capital, that's going to go into cap ex, that will help the banks as they make loans for those companies. so i think the bigture as you rightly pointed out, the macro is the big driver of bhaes going to happ -- what's going to happen this year following what you've seen in the tax code. >> i wonder if all that takes place will we get an idea of how they are hiding in these companies and benefit when growth is strong where do you think that goes >> i 100% agree with you earnings season, some really goo results will come out but i think there will also be some misses i think misses are going to be severely punished. as you pointed out, in a lot of cases you've got stocks going up as estimates have gone down. amazon is a great example of that i know we all believe they are going to take over the world i get tons of amazons a day. earnings went down as the stock was up 56% so i'm not saying they are going to have a problem necessarily. but at 100 pe with estimates going down, with the stock up 50%, you know, you better have a great quarter. same for a lot of the other faang related names where the stocks have g