ec equities strategist, tobias left cowitch. thank you for coming on the show. >> happy new year.shington we saw horrible chaos, and yet the market completely shrugged it off. but still after january 20th, we know that you've got 40% of the country, according to polls, believing the falsehood that joe biden got fewer votes and, understandably, they're angry and even violent about that. if we were talking about an emerging market country here, you and i would say, wow, that's political risk, should we underweight that country's equities. what do you think about the u.s. right now? >> look, i think most people believe the u.s. is still a country of rule of law. there may be dissatisfaction on whoever wins elections, and this is where i raise my canadian flag and say i didn't vote for anybody. this is why the georgia senate races were actually so important in terms of belief there could be incremental stimulus. likely there'll be some higher corporate tax rates and maybe individual for americans. the market looks through turbulence are, we saw it even in the summer with some of the p