david faber, i keep hering in my head what bob peck told us about the stabilized valuations.espite what zach was saying the fact that maybe they're not continuing to expand at as ridiculous of a race seems to be leaving a door open for the big companies to start buying, right? >> i suppose so. if you're a buyer at these levels you're going to be concerned if your stock is not similarly valued let's not forget it is not clear that all of these would be car deals. you might look to certainly use your ore valued currency what you won't see is stock not values nearly as high. that wound end up being i d delutive scale is certainly extrimportan. is there a willing nm for company that's unless you have the car insurancy to back it up you won't see it as much as people think >> i do think that things are picking up don't get my wrong i hear it from many of the bankers. it's not like march, it's not like april, and things are getting done over zoom >> yeah, and the zoom road show is here to stay. that company trading at $25 a share. that is pretty close to preference price into we'll

wonder have they run up too >> that is a good place to begin a conversation with our next against, bob peckjoining us this morning, bob, welcome back, always good to talk to you. >> thanks again for having me again and i look forward to getting back there on the desk live at some point >> we all wish for that. i wonder if you think this brief unwind that we have seen in the past few sessions is as spooky as some technicians say it could be given some of the lan logs to 2,0 2,000. >> i think that is a great question on everyone's mind right now. for the year so far, we just look at year today nasdaq is up about 14% or so. and as you peel that onion apart you have growth really out perform value. in the tech names you had lead by digital entertainment names, internet, software, all wonderfuling very softly it is from the lows to where we go today you have near record low inflation rates. you a global stimulus panel, and i think we can get our next clue by what happens in q 2 about 80% of the companies that reported beat earnings it was a strong beat so a lot of that has not created revisions