gina martin adams says watch the fed, it links directly. everybody has large caps.e, folksr have fled to small cats at mid-caps because the returns have been faster. do not chase performance. what if that guy say at pimco, he left? >> gross. where are we in small caps to large caps? large capshifting to over small caps. large caps have outperformed as the small cap index has started breaking down. consistent with the middle of the economic cycle and the stage raising the fed starts tourist rates. >> i will rip up the script. icle,portant art share buybacks do not work and we need more dividends. do we like large caps because of dividends? >> also because they are experiencing acceleration in revenue growth. which is pretty rare. ever last three years, we've seen no revenue growth. we are starting to seat revenues accelerate into the year ahead. it is a misnomer that everything that happens overseas impacts the large-cap index more than anything else. the small-cap index also has ever sees exposure. large caps tend to outperform when the dollar is rising. the correla