. >> risks to the upside or the downside, bonawyn when you think in terms of what the fed could possibly say to satisfy the markets a this point >> in the short-term, i think the risk is to the upside. we have the tendency to believe every time going into the fed meetings that they're somehow going to pivot or become a bit more dovish. and i think we tend to parse that information and the information that the fed is disseminating and look for a dovish tilt. i wouldn't expect it to be any different tomorrow while i'm with tim, the down trends are very much intact, thing is a lot more tightening or plateauing that needs to happen i think investors are going to be looking for that dovish tone. >> just to understand what you're saying, you think they're going to be hawkish, but the sort of the risk that people aren't expecting right now is something more dovish? >> i definitely think they be more hawkish. >> i do too. >> regardless of the extent of hawkishness, there will be a dovish interpretation. >> i agree with the hawkishness. >> said hawkishness. >> said hawkishness, right there. has b

. >> same question to you, bonawyn. >> i'm going with two year >> really? you so you don't believe in whole midterm election fueled rally. >> i think that you're talking about being an investor with a good head on your shoulders and i like to think i'm one of those and a lot of that is based on what are statistical situations. so you only have what, two months to play out you need enough observations for that to come true. knowing i'm going to collect 4.7% over the next two years, i'll take that >> q's and 2s. >> so over the last couple of weeks, i bought amazon and paypal and they have been down i think the risk/reward in those names that have -- i finally sold snap. it doesn't have earnings in this environment investors will get more comfortable with the names that have defensible earnings and a snap doesn't do that right now. and i also think that yields will go lower. >> could i say one thing did you fine good work making lemonade out of your snap position. >> we call it lime aid. >> still, whatever >> just giving you a compliment. >> thank you. >>> and

more bonawyn seats, or democratic states -- they lost virginia to, they get another call here in texas, democrat a succeeded in defending his seat, this is one of those deep south texas state, that the area had been moving in in 2016 and 2020 towards the republicans, towards trump. cuellar, probably the most conservative democratic in the house defends it. oh, higher ohio 13 districts that oh -- leopard run senate, they thought they could flip eight republicans, garrett mentioned and rhode island to, they thought that allen fung would flip the seat. we mentioned this earlier, we start to go and gone through the states where democrats are vulnerable, you see where they've lost, it i showed you new jersey seven where they may be on the cusp of losing. take a look at where the democrats is on offense. they are now for calls. texas 34 within the last couple of minutes, this isn't just called guns and take, gonzalez, winners -- remember, he is an incumbent, but the 34th district right now, the actual congresswoman who represents a district is mira flores who won a special election this summ