my journey as, without collison, when after active it's the good the bad and ugly they call it. when you start reading it on. it turns into not so much fun and then itnt by the end of it it's pretty ugly. you realize i was fortunate enough to get into treatment for our collison, went to detox to get sober. when a wiki docs i thought my life was basically over. i was 28, going to detox. what a going to do now? my whole life was at the bar room. my friends, whatever ithe might be. you did realize when you were in treatment to life issues beginning. when you get out if you're fortunate to get you in on the road to recovery. i've been blessed. >> host: when did you know you had a problem? >> guest: probably a younger age knowing that i would go out and stay out all night long, blackouts, things like that happen. what you don't want to acknowledge it. you know insideac you have an issue but you don't want to knowledge it. people run to start todo drop hints, labor union at one point, very much in office and semi-coworkers would drop pamphlets on the desk. all that stuff. you look at

we're lucky enough to be starting off with data trek research cofounder nicholas collison.icholas, your thoughts on this sort of last hurrah, if you will for these names? because right now the street is looking for them to do extraordinarily well. this is the first quarter of the mag-7 but as the year goes on, actually looking for the rest of the market to outperform. is this it? is this the peak here for these mag-7 names? >> i think from this point on they will not be the superstars they were. that's pretty clear. you have the great comps for q1 as you showed, that is great to see. that is yesterday's news. the market already knows that. for now the rally has to spread out. we're seeing fundamentally and what you showed from the earnings beats from the old companies and mid-cycle market usually work. you get industrials outperforming, health care outperforming, financials outperforming that is the classic mid-cycle ingredients happening. charles: someone may look at the market only three sectors were down the rest up, ironically the inverse what we saw over the last year