and charles mizrahi, founder alpha investor and host of the charles is rocky show. it's great to have you both on the show today. now michelle, let's start with you. what do you see as having the biggest impact in markets here in the u. s. this week, i mean, do all roads lead back to the fed and their plans for the year? it is a road, but i don't know if it's the only road because there were signs that the market was going to possibly be in trouble. even starting in november of 2021 as we were into the whole black friday, big retail thing. we saw that people were buying in advance and then not necessarily robust people who are expecting things to happen because of the con. i know i add to that the fed talking hawkish, lee, but saying really nothing in the way. i think it's more the anticipation and then we have a really strong dollar. and of course, as you mentioned earlier, we have the russian situation also happening. the whole thing really is setting the stage for a stagflation environment. that's where we've been talking about heading for 2022 and looks like tha