so see gwenn that wiquen the first quarter. so see gwenn that wiquetially w enough and everybody cut their guidance so every estimate is literally a best guess it is certainly knot something that anybody has a great confidence in. so hard to know how bad it will get. but all of that is anticipated i don't think that anyone is looking at the second quarter of a highlight of the data that we will react to this year. i certainly think if we get some guidance, remember, there is about 17 that gave guidance for last quarter and so really we don't know what is doing on agoing on and we hoe saw sequential improvement in the last month and heading in to the summertime as activity started to pick up so this is one of those quarters where we know that everyone has the ability to throw in the kitchen sink here. expectations have never been lower and i think that we'll learn more about the future than we will about the past >> so let's talk about the types of companies because there are a certain handful of companies that i lookinged at as

. >> nicholas, two her point about how this is playing out differently in different states, gwenn moore was on msnbc this morning. listen to what she said about trump's response. >> wisconsin slar hich iisconsi states in the south where republicans are in denial in sync owith donald trump about te veracity of this virus and of putting the health and safety of folks against the economic outcomes that trump desires. >> when you look at what is happening in wisconsin, what is happening in arizona, at what is happening in florida as it pertains to this virus and the difficulty of getting this virus under control, how much are voters in those states going to be holding president trump accountable in the leadup to november? >> well, it is certainly an effect we're seeing being employed. the cnbc poll from earlier this week showed that only 41% of americans approved of president trump's handling of the pandemic. it is a virus that very much affects the core part of the constituency too. namely older people who we've seen shift to joe biden so far. and so in november it is ultimately up to the