why brian belski is still betting on it. that is next.iamond joining us live from the milton global conference. from new york to our viewers worldwide, this is bloomberg. ♪ jonathan: the best performer since the u.s. election running out of steam. financials have led the way since the election of donald trump. on prospects of the regulation and accelerating u.s. growth. the rally has started to stall, leading the election leaders in the last two months. still with us is brian belski, chief investment strategist. great to have you with us. the line that sticks out from you is that overweight analysis and underweight rhetoric. for the rhetoric around financials, it has been positive and it remains positive, doesn't it? >> from a longer-term perspective, i think it does. especially on the regulation side of things. we have said that the 16 year bull market and compliance is over with respect to financials. it hasn't been since 2001 that are businesses changed the medically. a lot of that has been for the better. but i think there still remai