his buys and sells, and that's ally because he's selling gm and buying alley alley used to be called cmacre almost perfectly perfectly correlated which shows they move in the same way. the same reasons why he sold gm, we would sell ally even though it's the best company, this is not a sector that's going to perform well with high interest rates in fact, big ticket sales such as homes and cars, are not going to do well in a high inflation environment. >> let's move on to stock number two, and that is amazon. what do you say there? >> so, amazon, we would hold maybe it's a weak buy for us in fact, we added our position that's going to benefit the odds of a soft landing are increasing that's benefitting indices and most of all large cap tech stocks it's going to benefit. however, between its benchmarks and compared to other banks, we do not like its fundamentals as much that's because it has four times its peers and half the growth of its peers. >> all right let's see. that's leaves us with royalty pharma. >> we agree with warren buffet here too we would hold or even lighten up the position