gina sanchez and michael for wells fargo security >> gina, this makes it interesting. we have energy underperforming tesla is down there. wynn resorts didn't look so great. it has kind of a china feel to it where the growth names haven't been hit as bad as last week what did that tell you >> we had very stretched motivations where people were transitioning into this remote working, remote learning, et cetera they priced it accordingly, so some of that was always going to be sort of vulnerable to any kind of pullback what you see in the energy sector is telling us we're sort of doubting the recovery, that we're going to have a strong kind of surge in demand as the recovery trade, and that's also going to hit some other consumer names as well. so that recovery trade, it may not be the kind of recovery that we've priced in. we've priced in a really, really aggressive recovery. it's probably going to be a very slow and drawn-out recovery. that's just not what's in the markets right now, so the markets have to reprice. >> this will be a pretty somber conversation, then, bec