warren meyers, steve weiss, dave goldman.ave, now you're on. >> the rally has been led by government depended sectors. you have the financials that learned how to game quantitative easing and health square that learned how to game obamacare. tech is getting murdered because it's a lousy economy. >> that's just wrong. when interest rates are zero or close to it, you're not gaining quantitative easing. it's hurting you. >> the way the sector -- you're completely wrong about that because the single biggest increase in earnings first half of the year was driven by the mortgage boom which was driven by the federal reserve. the interest margins are a different issue. so this is a mortgage driven market. but you have -- excuse me. let me finish. you have a lousy economy. my view is 1% gdp growth. >> that's all, 1%. >> that's where consumption is growing. 2% nominal growth. lower revenues for the s&p 500 for the second quarter in a row. i predict. and huge gains for health care and financials. >> why is there such a disconnect, thoug