joining me mahoney asset ken mahoney, assistant editorial page editor james freeman, professor of businesseconomics and fox business contributor, brian brenberg. thank you very much for being here. ken mahoney, kicking it off with you, what's your take in terms of allocating capital in the market given what's going on with tech? a huge run-up and real roll-over in the last couple of weeks, do you still want to be a seller of big tech? >> so we are equal -- we are in the stay at home economy for quite some time in that kind of long technology trade overweighing. but if you notice not in the last couple of weeks, you have to go to november when pfizer came out with a vaccination and week later moderna and you saw money shifting to other industries which is positive. how long do you hide out in the stay home economy and technology? it is nice to see it's broadening out. one hand that we are seeing, 1 trillion-dollar unpaid for stimulus plan or infrastructure plan if you want to call it and how you pay for taxes. i'm getting calls from cpa's talking profits of technology that does so well beca