joining me is david keller. thank you so much for taking your time to fly in.many exciting things happening. one thing investors are paying attention to is the divergence between u.s. equities and the rest of the world. you have a chart that exemplifies this. talk to us about it. >> there is no doubt the u.s. has been leadership relative to the world. the divergence has been more striking overtime. that therens me is are plenty of times in history where the u.s. has gone up and the rest of the world has gone up about as much. you would expect the u.s. to potentially lead, but rarely there is a situation where the establishede in and uptrend with others in a downtrend. one of two things has to happen. the u.s. will catch up to a weakening global story and pulls it down a bit. abigail: you think this is probably a selling opportunity for u.s. equities as opposed to a buying a with the -- buying opportunity for others? we have talked about biotech in town and it has been a great story with an established uptrend. you compare that to global markets we saw and it is

david: this is not going to surprise alix. what i am watching is the confirmation hearings for brett kavanaugh. lenknerus now is travis , managing partner at keller you with us. a kennedy clerk and a supreme court clerk like yourself but a former clerk to judge kavanaugh, so excited to see the hearings begin today. david: these hearings are going to take a long time. the opening remarks are going to take most of the day. what is the real issue here? does it come down to these documents that the white house is not giving them? travis: there are a mix of political issues that are separated from the judge himself and between the political branches. set of issues we will be hearing about and then there are the issues that relate to the judge and his manner of interpretation of statutes and the constitution. how he approaches the job. who he is as a person. this week will offer a deep dive into both of those issues. we are not going to get real answers are we? we have seen this play several times before. we already have him saying i am a prologue judge, not pro-prosecution or prodefense. we have him say what we want him to say, i will be a neutral arb